Digital media and marketing professionals are driving the growth of online advertisement market, which in turn, increases the demand for online video platform market. In 2015, internet advertising by social media accounted for 32%-34% of the global internet advertisement market, online video accounted for 23%-26%, which is likely to increase during the forecast period, and paid research accounted for 15%-17%.Online video consumption has shown massive growth over the past 2-3 years.Among the digital devices, mobile devices have taken over as the preferred medium of online video consumption. The smartphone market has seen an exceptional growth in the last 5 years. According to Technavio, in 2016,smartphones worldwide grew at a year-over-year (YoY) rate of 8%-10% as compared to all cell phones, which grew at 2%-4%. Smartphones crossed 1.4 billion mark in 2015 and are expected to reach around 2 billion by 2020. This increase in the number of mobile devices is making it easier for consumers to access video content, anytime anywhere.The media and entertainment segment is the largest adopter of online video platform solutions due to the growing demand for online content.

The online gambling laws are inconsistent in countries across the world because the governments are trying to find balance between the benefits of increased tax revenue and challenges of containing gambling-addiction behavior in the population.In 2015, women comprised 49% of the online gambling population in the UK and 40% in the US. Studies conducted on the market reveal that women like to gamble

in private on their personal devices as it enables them to play from anywhere at any time.

The introduction of messengers and chat options on the online classified ad platforms has made communication between buyers and sellers easier. Mobile apps allow buyers and sellers to connect at mutual convenience. Mobile apps for online classified ads accounted for almost 40% of the total market revenue in 2015.With the growing reach of social networking websites, it has become a common

practice for individuals to share the listing from classified platforms on social networking platforms. This increases the visibility of the listed products or services and helps advertisers generate higher traffic. However, it can also impact the revenue inflow of online classified ad platform providers, if the advertiser directly lists the product on social networking sites without tapping into lassified ad platforms.

本周(2.13-2.17)传媒板块指数下跌1.22%，上证综指上涨0.17%，深证成指上涨0.11%，创业板指下跌1.15%。本周传媒板块涨幅前五:四通股份(22.04%)、世纪游轮(13.49%)、联创互联(9.38%)、美盛文化(6.55%)、秀强股份(6.35%);板块涨幅后五:万家文化(-14.80%)、分众传媒(-10.57%)、凯美特气(-8.99%)、中体产业(-8.10%)、通盛股份(-7.37%)。

1）IMAX 将在中国推出首个 VR 体验中心；2）华谊兄弟入股美国 VR 技术公司 Lytro；3） 迪士尼非主题公园业务落户郑州；4）阅文发布《 2016 网络文学年终总结》；5）网易 2016 年营收 382亿元，净利润同比增长 72.3%；6）百度宣布收购渡鸦科技；7）网络餐饮服务监管出新规：需有实体店铺和食品经营许可证；8）互联网彩票再次面临整顿，未来或采取牌照制；9）《2016 中国滑雪产业白皮书》发布，去年滑雪人次 1,510 万；10）教育部发布《 2017 年教育信息化工作要点》。

2017-01-30 至 2017-02-05 这一周，中国电影市场周总票房约 30.2亿，环比上涨 80%；单周场次约为 197 万场， 环比上涨 18%；单周观影人次 8068 万，环比下降 78%。《功夫瑜伽》以 9.6 亿单周票房位居第一；《西游伏妖篇》以 8.2 亿票房位居第二；《乘风破浪》以 5 亿票房位居第三；《大闹天竺》3.6 亿票房位居第四；《熊出没•奇幻空间》以 2.7 亿票房位居第五。

美联储自1980年以来，一共经历了5次明显的加息周期，分别开始于1983年3月、1987年1月、1994年2月、1999年6月和2004年6月，平均每轮加息周期长达18个月。美联储加息对美国无论是宏观经济还是个人消费支出都有较为显著的影响。在娱乐消费领域，我们发现，几乎在每轮加息周期开始时，美国票房收入增速均处于下行趋势。美联储加息似乎对美国的影视行业具有一定的不利影响。

网页游戏（ Web Game/页游）泛指基于 Web浏览器的在线多人互动游戏。页游经历了 08-14 年的快速增长之后，15年开始增速放缓，16 年首次出现负增长；同时，网页游戏用户规模和产品数量增速趋缓，开服量增速亦放缓。随着产业链发展成熟，向头部集中的市场竞争格局逐渐形成。

2016年全年推出的网络综艺（以下简称“网综”）、网络自制剧（以下简称“网剧”）、网络大电影（以下简称“网大”）分别约为221部，755部，2500部。其中网综与网剧的增长率已开始降低，其原因在于随着大量资本注入相关公司，网综与网剧的制作更加专业，投入资金更加庞大，开始向精品化方向发展。网大2016年快速增长，其发展进度略慢于网综与网剧，随着政策的收紧以及观众对于内容要求的提高，2017年网大的增长预计将会减缓，趋向精品化。

本周传媒行业下跌1.22%，表现弱于沪深 300 （+0.23%），弱于创业板（-1.15%）。1）其中涨幅靠前的分别为联创互联、创维数字、中信国安、美盛文化、秀强股份；跌幅靠前的分别为盛通股份、中泰桥梁、万家文化、明家联合、天龙集团。本周传媒在所有板块中排名第 26。2）本周中概股涨幅位居前五的分别是网易、金融界、陌陌、欢聚时代、凤凰新媒体；跌幅前五分别是搜房网、华视传媒、易车、500 彩票网、网秦。