本周（7 月20 日-7 月24 日）中信传媒指数下跌3.91%，沪深300 指数下跌0.24%，创业板指下跌0.70%。从个股涨跌幅来看，本周传媒板块涨幅前五的个股分别是东方时尚（8.46%）/分众传媒（5.65%）/华录百纳（5.58%）/*ST 中南（5.32%）/美盛文化（5.26%），跌幅前五的个股分别是中文在线（-21.70%）/掌趣科技（-11.16%）/中信出版（-10.42%）/宣亚国际（-9.71%）/世纪华通（-8.78%）。

一、中金传媒观点 ................................................................................................................................................................ 3

1. 中金传媒周观点更新 ......................................................................................................................................................... 3

2. 核心个股观点更新 ............................................................................................................................................................. 4

3. 中金传媒近期报告 ............................................................................................................................................................. 8

4. 指数表现 ............................................................................................................................................................................. 8

5. 沪深港通持股周度数据 ..................................................................................................................................................... 9

6. 可比公司估值表 ............................................................................................................................................................... 10

二、一周市场回顾 .............................................................................................................................................................. 11

三、行业数据回顾 .............................................................................................................................................................. 12

1. 电影 ................................................................................................................................................................................... 12

2. 电视 ................................................................................................................................................................................... 13

3. 新媒体 ............................................................................................................................................................................... 14

4. 游戏 ................................................................................................................................................................................... 14