The recent A-shares still have to look at media stocks. Friday Culture Media ended with 1The 57% increase topped the industry sector, while the short drama interactive game came in at 2The 93% increase is the highest in the concept sector. Since October 24, the media has risen by as much as 2378%, far ahead in the first-class industry of Shenwan. 
The most fierce 22 days 13 boards
As far as ** is concerned, Gravity Media is undoubtedly the leader of this round of media stocks**. Although the stock took a brief dive at the beginning of the session on Friday, it still rose rapidly after that, hitting the daily limit at around 10:08 and closing the daily limit at around 10:44. **, there are still 260,000 hands sealed the daily limit, according to the latest price of 2687 yuan, about 70 million yuan of funds. Since the stock price limit on November 16, as of December 15, in the 22 trading days, Gravity Media has 13 trading days of the daily limit, and the latest is to record 3 consecutive boards. Since October 24, Gravity Media has risen by 20674%。
From a market point of view, a big factor in the strength of this round of gravitational media is that it involves the concept of short dramas. However, in the latest announcement, Gravity Media said that the short drama content production business was carried out by the company in 2022 and before, and it is no longer involved in related production business. In addition, the company is not involved in the Douyin short** paid business. 
3 minutes to pull the limit
Media stocks like Gravity Media that frequently rise to the limit also include Zhongguang Tianxue. The stock traded at 2 on Friday14% opened significantly lower, but after the opening soared, at 9:32:35, the daily limit was closed under the impetus of continuous 1,000-lot large buy orders. **There are 3 times90,000 hands sealed the daily limit, according to the latest price of 3497 yuan calculation, about 1400 million yuan. 
Since the start of the daily limit on November 21, as of the 19 trading days on December 15, Zhongguang Tianxue has 10 trading days of the daily limit. Since October 24, the cumulative increase in Zhongguang Tianxue has been 13789%。
Media stocks are collectively strong
On Friday, the cultural media sector can be described as a collective strength, in addition to the above-mentioned gravitational media, Zhongguang Tianxue, Insai Group's 20cm daily limit and the stock price hit a record high;Aofei Entertainment, Inner Mongolia Xinhua, CITS United, and Publishing Media are also up and down**. Blue Cursor, Century Tianhong, Liujin Technology, Haikan shares and other top gainers. 
According to data from Oriental Wealth Choice, 8 of the media stocks have doubled since October 24, including Gravity Media (+206.).74%), Liujin Technology (+162.).34%), Insai Group (+161.).11%), Tianwei Video (+154.).94%), Chinese** (154.)87%), Dragon Media (+138.).23%), Zhongguang Tianxuan (+137.).89%), Longyun shares (+112.19%）。Overall, since October 24, 130 of the 132 media stocks have accumulated **, accounting for 98%. Among them, 123 shares have risen by more than 10%, 101 shares have risen by more than 20%, 57 shares have increased by more than 30%, and 19 shares have increased by more than 50%.
Skits are promising?
It can be said that this round of media stocks, especially the popularity of the concept of short drama games, is similar to "Finished!".I'm surrounded by beautiful women!"The explosion is closely related.
At present, the short drama market is hot. According to the "2023 China Online Audiovisual Development Research Report", the scale of short-term ** users in China will reach 10 in 20221.2 billion, more than half of the short ** users have watched micro-short dramas within 3 minutes, and micro-short dramas have become the mainstream of online audio-visual. According to Detawen's "Micro Short Drama Market Report for the First Half of 2023", in the first half of this year, the number of domestic key online short dramas reached 481, exceeding the 454 in the whole year of 2022, and nearly 300 micro short dramas were submitted for filing every month. The total number of domestic TV dramas in 2022 is only 160.
Huatai ** said that under the role of both the supply side and the demand side, micro-short dramas have developed rapidly, and the market performance is outstanding. According to iiMedia Consulting data, the size of China's micro-short drama market will reach 373 in 2023900 million yuan, an increase of 267 percent year-on-year65%, and it is estimated that the market size of China's micro-short dramas will exceed 100 billion yuan in 2027. 
Huatai**.
Soochow** said that in August 2022, the single-day consumption of short dramas (that is, the advertising expenditure of short drama advertisers) exceeded 10 million yuan, and during the Spring Festival in 2023, it has exceeded 30 million yuan, May Day exceeded 40 million yuan, the Dragon Boat Festival exceeded 60 million yuan, and the single-day consumption in November 2023 has exceeded 70 million yuan. 
According to iiMedia Consulting research data, in November 2023, there are 3619% of micro-short drama netizens basically watch dramas every day, 3815% of netizens have several online micro-short dramas a week, and the overall viscosity is highOn the other hand, the popularity of short dramas continues to emerge. For example, the 24-hour recharge of "After the Flash Marriage, Mr. Fu's Vest Can't Be Hidden" exceeded 20 million, the 24-hour recharge of "Tenglong" exceeded 22 million yuan, and the consumption of "Wushuang" exceeded 100 million in eight days after it was launched, etc.
Institutions continue to be bullish on media stocks
Although the media sector has recorded a lot of gains recently, in the eyes of many institutions, the media sector still has the best momentum, and the development of AI is one of the important factors.
Galaxy ** believes that it is still in the early stage of a new round of technology cycle under the AI wave, the commercialization of downstream applications is still in the exploratory period, and there is a certain time lag in performance. Optimistic about the two tracks that have been most significantly improved by the content supply side, the game and film and television industries. CICC pointed out that in 2023, the media industry will be mainly guided by the normalization of content, continuous implementation of cost reduction and efficiency improvement, and the development of new technologies, and the theme of the sector driven by new technologies, new applications, and new forms such as AI and short dramas and interactive dramas will be more active. Looking forward to 2024, the industry's content production and service capabilities have been improved and enhanced in years of in-depth governance and adjustmentUnder the background of normalization, the profitability of leading companies has gradually entered a period of stable release;The media sector is at a mid-level valuation after many years**. It is recommended to pay attention to the advantages of the business model of the leading companies and the investment opportunities brought by the potential for profitable growth. Minsheng** suggests the layout of innovative applications and new channels along the path of new technologies such as AI and MR. It believes that AI technology innovation continues to develop and evolve in the industry, and it is recommended to pay attention to the progress of high-quality applications in advance, and observe the real feedback of B-end and C-end users, as well as the extension of business models. At the same time, we are optimistic about the launch of subversive terminals such as Meta's Quest series and Apple's MR device VisionPro, which will promote the construction of new scenarios. (Article**: Oriental Wealth Research Center).