2021年5月沪深300指数上涨4.21%，中信传媒行业上涨3.33%，行业跑输市场0.88个百分点，位列中信30个一级行业中下游；子行业中媒体上涨4.01%，广告营销上涨0.29%，文化娱乐上涨2.72%，互联网媒体上涨9.33%。

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

1.1 2021 年5 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 .................................................................................................................................................................. 11

3.投资建议 ..................................................................................................................................................................... 12

4.风险提示 ..................................................................................................................................................................... 12