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    2021年浙江传媒上市公司分析报告

    摘要

    2021年,浙江传媒上市公司总体呈现逐渐回暖的态势。在对36家浙江传媒上市公司分析后发现,动漫游戏上市公司在“宅经济”驱动下迎来较大利好,IP矩阵逐步形成,游戏“出海”业绩喜人;影视传媒上市公司虽然整体业绩起伏较大,但在建党百年背景下推出较多精品力作的公司,业绩实现大幅增长;新闻出版上市公司正处于数字化转型的关键期,在线销量稳步增长,数字阅读潜力巨大;电视传媒上市公司则努力向多领域渗透,拓展新的利润增长点;广告营销与策划上市公司普遍深耕产业链与生态圈,积极布局数字营销相关业务;文化旅游类上市企业依然在环境变化中积极谋发展、求恢复。总体而言,传媒上市公司作为浙江传媒产业的“晴雨表”,表现出了足够的韧劲和强劲的恢复力。

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    Abstract

    In 2021,the listed media enterprises in Zhejiang Province showed a trend of gradual recovery. After the analysis of 36 listed media enterprises of Zhejiang Province,it is found that the listed enterprises of animation and game will gain great benefits driven by the “Stay-at-home economy”. The IP matrix is gradually formed,and the performance of game in overseas markets is good. Although the overall performance of listed enterprises in the fields of film and television fluctuated greatly,the performance of enterprises that launched more excellent works during the “centenary of the founding of the CPC” increased significantly. Listed news and publishing enterprises are in a critical period of digital transformation,with steady growth of online sales and huge potential for digital reading. TV media listed enterprises are trying to penetrate into multiple fields to expand new profit growth points. Generally,the listed enterprises of advertising planning and marketing are deeply exploring the industrial chain and ecosystem,and actively arranging businesses relating to digital market. Cultural tourism listed enterprises are still actively seeking development and recovery in the face of changes in the whole circumstance. In general,the listed media enterprises,as the barometer of the media industry in Zhejiang Province,have shown enough “tenacity” and strong “resilience”.

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    作者简介
    何苗:何苗,浙江理工大学史量才新闻与传播学院副教授,主要研究方向为媒介经济、新媒体、文化创意产业、媒介融合。
    徐津毅:徐津毅,浙江理工大学史量才新闻与传播学院硕士研究生,主要研究方向为文化创意产业。
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