Media ETF Penghua rises nearly 1%, China's AI large model usage continues to increase

In the news cycle, based on OpenRouter’s latest data, China’s AI large language model calls increased last week to 129.6 trillion Tokens, up more than 31% month-over-month, and have exceeded the United States for five consecutive weeks. Recently, AI multimodal applications have been rolling out faster; Seedance 2.0 has opened public beta for enterprise users. It has established portrait and copyright safety standards and is expected to drive the rapid development of AI comic dramas and AI live-action dramas. Meanwhile, Doubao’s large model has over 1.2 million billion Tokens used per day on average, with a doubling of growth within three months, providing strong computing power support for the content production side.

Open-source Securities noted that AI video generation capabilities are continuously breaking through and are accelerating to drive the commercialization process of AI comic dramas, and may also boost the expansion of AI advertising buying scale. The monetization path at the application layer is becoming increasingly clear.

As of 10:00 on April 7, 2026, the CSI Media Index (399971) was strongly up 1.01%. Component stocks Wanrun Technology rose 3.46%, Chinese Online rose 2.92%, Yidian rose 2.25%, and BlueFocus, Perfect World, and other individual stocks also moved higher in tandem. The Penghua CSI Media ETF (159805) rose 0.98%, with the latest price at 1.34 yuan.

The Penghua CSI Media ETF closely tracks the CSI Media Index. From industries such as marketing and advertising, cultural entertainment, and digital media, the CSI Media Index selects 50 listed companies with relatively large total market capitalizations as index constituents, to reflect the overall performance of representative listed securities in the media sector.

According to data, as of March 31, 2026, the top ten constituent stocks of the CSI Media Index (399971) are respectively Focus Media, BlueFocus, Leo Group, Yanshan Technology, Kunlun Wanwei, Giant Network, Perfect World, 37 Interactive Entertainment, Kaiying Network, Perfect World, and Focus Media? The combined weight of the top ten constituent stocks is 53.19%.