【国君互联网传媒】2024年第27期：关注Meta AR眼镜进展，A股传媒中报预告陆续发布

国泰君安互联网...07-14

导读Meta AI眼镜销量突破百万，下一代AR眼镜有望在今年秋季发布，开发团队也已在6月下旬完成调整；A股传媒公司开始陆续发布中报预告，部分公司有业绩改进。投资要点本周传媒（申万）指数下跌3.2%，位居31个行业第30名，弱于创业板指（上涨2.06%）、深证成指（上涨2.18%）、上证中小（上涨1.07%）、上证指数（上涨1.46%）、沪深300（上涨1.82%）。细分板块龙头景气持续，建议布局...

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AI实用性和娱乐性。37家传媒公司发布中报预告，11家公司保持盈利。截至2024年7月13日，A股传媒行业共有37家公司发布24年中报预告，其中包括广告营销9家、游戏行业7家、影视行业7家、电视广播7家、数字媒体5家、出版2家。从预告情况来看，实现同比增长的2家，同比下滑（但保持盈利）的6家，实现扭亏为盈的3家，亏损26家。个股方面，宝通科技业绩亮眼，预计中报利润额1.7-2.07亿元，同比增幅预期40%-70%，扣非口径约1.84-2.2亿元，同增61.41%-93.55%，具体来看：1）工业互联网业务方面，公司成立了营销总公司，提升营销效能，推动业绩增长；国内智慧矿山、智慧港口人工智能终端系列产品的销售额同比实现翻倍增长，国际市场上与必和必拓集团、力拓集团长期合作，与后者的合作于7月11日进行了续约签约；2）游戏业务方面，《马赛克英雄》流水持续累积，已突破1亿美元。近期公司在新业务探索方面持续推进，旗下公司上海荷笛联合主办的《神话在哪里》展览7月12日已于北京开幕，展览以中国上古神话文化为主题，是国内首个基于Apple Vision Pro的混合虚拟现实技术的融合展，展出时间将持续至10月13日；工业方面，参股公司鄂尔多斯智能网联科技，正在积极参与鄂尔多斯市“车路云一体化”应用试点项目申报，将主要针对煤矿智能化建设需求。风险提示：AI技术发展不及预期，票房不及预期等。以上内容节选至国泰君安证券已经发布的证券研究报告《关注Meta AR眼镜进展，A股传媒中报预告陆续发布》，具体内容详见完整版报告。由于最新合规要求，公众号仅展示报告摘要部分，请点击链接登录道合小程序或APP获取报告全文关注Meta AR眼镜进展，A股传媒中报预告陆续发布或联系对口销售及分析师。团队介绍陈筱     首席分析师邮箱：chenxiao@gtjas.com电话：021-38675863证书编号：S0880515040003陈俊希   分析师邮箱：chenjunxi@gtjas.com电话：021-38032025证书编号：S0880520120009李芓漪     分析师邮箱：liziyi@gtjas.com电话：021-38038428证书编号：S0880121080005杨昊     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