2021年8月沪深300指数上涨1.01%，中信传媒行业下跌0.4%，行业跑输市场1.41个百分点，位列中信30个一级行业倒数第六位；子行业中媒体上涨0.65%，广告营销上涨4.69%，文化娱乐下跌1.54%，互联网媒体下跌7.86%。

1.月度市场表现回顾 ....................................................................................................................................................... 5

1.1 2021 年8 月行业表现........................................................................................................................................ 5

1.2 行业估值情况 .................................................................................................................................................... 6

2.行业运营数据 ............................................................................................................................................................... 7

2.1 电影市场 ............................................................................................................................................................ 7

2.2 电视剧及网剧 .................................................................................................................................................... 8

2.3 移动互联网 ........................................................................................................................................................ 9

2.4 手游 .................................................................................................................................................................. 12

3.投资建议 ..................................................................................................................................................................... 13

4.风险提示 ..................................................................................................................................................................... 13