行业点评报告附表1：受益标的包括游戏、电商、教言、彭视、阅读等板块市（倍）原始货币原始货币2021A2022AE2023E2021A2022AVE2023E元亿元300413.SZ买入35.106570.981.291.5536272310.1002292.SZ奥飞妖乐买入10.84160(0.12)0.120.22(90)90492.20772.HK买入33.703430.601.401.6056242117.7002605.SZ姚记科技买入35.391460.861.822.1919166.7300494.SZ买入17.63860.821.131.452216125.79999.HK网易-S买入163.605,2746.236.97.726242132.50700.HK腾讯控股买入349.803349119.7618.715.9192275.4603444.SH吉比特买入433.6831220.3324.59273721181655.4002624.SZ完美世界买入15.282960.720.840.972118164.72400.HK心动公司买入20.2597(1.17)0.200.80(17)101253.9创梦天地买入3.1544(1.80)0.100.30(2)3211300785.SZ值得买买入25.770.641.361.9040191413.6300792.SZ买入27.20650.761.231.6236221711.51797.HK买入31.15316(0.53)(0.53)0.59(59)(59)1.61024.HK快手W买入59.85(3.22)(3.22)(1.00)(19)(60)9.2300364.SZ中文在线未有评级16.55121(0.49)0.190.26(33)87641.6601858.SH中国科传32.902600.590.670.735649456.1601949.SH中国出版11.552100.3632、4.5601595.SH27.60124(0.75)0.220.37(37)1253.5603533.SH25.721130.130.230.3198112865.9300182.SZ捷成股份5.950.200.270.353022172.8603000.SH人民网未有评级30.983430.281113.2603888.SH新华网未有评级32.481690.47706.3600633.SH浙数文化未有评级16.262060.390.390.544242307.3300002.SZ未有评级11.392230.280.370.444131262.5300043.SZ未有评级3.5044(0.25)(14)1.5002517.SZ未有评级15.373310.490.650.813124192.1300031.SZ宝通科技未有评级22.5093(0.961.041.39(23)22168.2002555.SZ29.706591.341.521.74205.5002599.SZ盛通股份7.86420.010.290.3878627212.7300654.sZ世纪天鸿未有评级12.340.170.200.227362563.7601900.SH南方传媒未有评级20.241811.061.301.431916148.1数据来源：Wind、开源证券研究所（未有评级公司盈利预测来自wid一致预测，股价截至2023年7月13日收盘：股价及市值，A股公司货币单位为人民币，港股公司货币单位为港元。)请务必参阅正文后面的信息被露和法律声明