根据工信部公开数据，3G/4G移动宽带用户持续增长，到2016年12月已经占整体移动电话用户规模的71.2%。随着4G网络建设的不断成熟，更多的2G/3G用户将向4G转换，并随着未来5G网络正式实现商用之后，移动网络环境渐臻佳境，用户移动网络成本进一步降低，同时也为移动短视频内容消费和产品创新带来坚实的底层基础和广阔的市场空间。

市场综述：上周上证综指、深证成指、创业板指涨跌幅分别为 0.77%、0.62%、 -0.02%，传媒行业指数涨跌幅为 0.67%。细分到传媒细分子行业来看，各个子行业表现较大差异，其中人工智能指数涨幅最大，而迪士尼指数跌幅最大。

Earlier, gaming was limited to board games and handheld video games. The growing popularity of PCs and electronic devices aided by the increased internet penetration has led to the development and commercialization of games. Consumers are now heavily dependent on interactive entertainment such as video games. Video games are electronic games that require a video interface for human interaction. Video devices may vary depending on the game. These devices/screens include TVs, PC monitors, and mobile displays. Depending on the type of screen, the market is segmented by type of device. Video games are available in two formats: digital and physical. The digital format requires no physical disc to play, while the physical format requires a disc to play.

板块方面，3 月 13 日至 3 月 17 日这 5 个交易日，上周传媒板 块上涨了 0.18%。截至到 3 月 17 日，上证综指报收 3237.44 点， 上涨了 0.76%，深证成指报收 10515.41 点，上涨了 0.61%，创 业板指数报收 1949.66 点，下跌了 0.01%，沪深 300 指数上涨 了 0.522%。上周文化传媒板块中涨幅较多的丰东股份 （10.72%）、中文传媒（8.5%）、宣亚国际（7.49%），跌幅较 多的皖新传媒（-6.72%），世纪华通(-4.65%),昆仑万维(-4.16%） 等。 

In 2010-2015, the international box office revenue increased by 33%. The main reason for the growing success of the film industry is the increasing coordination between the film makers and distributors regarding the screening of movies in multiplexes. The quality of movie screens is also being improved in tandem with the advances in 3D effects technology used in films. Despite technological advances, high-end home theaters and television units are unable to give a tough competition to the box office market as the moviegoers are more inclined toward the overall experience of movies that includes visual effects and screening in IMAX theaters.

Consumer book publishing refers to publishing of books that are meant for casual reading. Fiction and non-fiction are the two major types of books under consumer book publishing segment. Consumer book publishing account for almost half of the overall book publishing market. However, the educational book publishing will grow at a faster pace, at a CAGR of nearly 2%, during the forecast period. The growth of consumer book publishing market is highly driven by the digital book publishing segment, which accounted for a small share of 19.79% in 2015, however, will reach 35.94% by 2020.

地方特色棋牌游戏品类繁多，但单品类用户相较全国性棋牌更少，地方特色棋牌平台的市场主要扎根于二线及以下城市。

李克强在政府工作报告中指出：要发展文化事业和文化产业；繁荣哲学社会科学和文学艺术创作，发展新闻出版、广播影视、档案等事业；加快培育文化产业，加强文化市场监管；推动中国文化走出去。

目前我国广义的网络游戏市场呈下降趋势，整体的2016年市场规模为1463.0亿元。全球电子竞技市场规模2017年预计达到465百万美元。

近期，电影院线并购整合动作增多，如保利影业收购星星文化、文投控股增资北京耀莱国际影城、星美控股获增资25 亿元用作建设与收购新电影院。我们认为，随着电影票房的增速换挡与银幕建设的逐渐饱和，院线行业进入温和成长期，院线公司将迎来整合并购潮，行业集中度有望提升。