金融界5月28日消息，上证指数高开震荡，中证传媒指数 (中证传媒，399971)上涨0.15%，报1190.44 点，成交额166.32亿元。 数据统计显示，中证传媒指数近一个月上涨2.14%，近三个月下跌6.62%，年至今上涨2.75%。 据了解，中证传媒指数从营销与广告、文化娱乐、数字媒体等行业中，选取总市值较大的50只上市公司 证券作为指数样本，以反映传媒领域代表性上市公司证券的整体表现。该指数以2010年12月31日为基 日，以1000.0点为基点。 从指数持仓来看，中证传媒指数十大权重分别为：分众传媒（12.21%）、岩山科技（5.22%）、昆仑万 维（4.88%）、恺英网络（4.46%）、光线传媒（4.21%）、利欧股份（4.1%）、三七互娱（3.66%）、 蓝色光标（3.39%）、神州泰岳（3.35%）、巨人网络（3.12%）。 从中证传媒指数持仓的市场板块来看，深圳证券交易所占比75.10%、上海证券交易所占比24.90%。 从中证传媒指数持仓样本的行业来看，通信服务占比100.00%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重 ...

杨军介绍，三七互娱通过原创IP与网文IP双轨并行，推动文化输出。此外，三七互娱还在多款游戏中融 入中国功夫、岭南骑楼等元素，吸引不少海外玩家来到中国实地打卡。 面对人工智能浪潮，三七互娱加速技术迭代。杨军表示，AI已贯穿游戏研发、运营全流程。此外，三 七互娱还自研大模型"小七"开发400余个智能体，覆盖美术、客服、市场分析等环节，推动游戏工业化 生产迈向高效化。 （文章来源：深圳商报） 作为中国最早开拓海外市场的游戏企业之一，三七互娱目前已在全球200多个国家与地区开展业务，发 行超过120款游戏。2024年，三七互娱实现境外收入57.22亿元，占营业收入比重32.81%。 在发言中，杨军用"研运一体、IP生态、科技赋能"三个关键词，揭示了三七互娱文化出口经验：即在发 行、运营与研发领域深度绑定、深度协同，实现产品与全球各地市场的双向奔赴；借助中华传统文化IP 与国际顶级IP跨界联动，切实提升旗下游戏品牌全球影响力，让全球玩家沉浸感受中华文明的魅力；在 科技赋能领域，通过AI动作捕捉加码核心研发能力，并利用AI重塑游戏管线提升游戏开发效率。 【深圳商报讯】（记者范宏韬）在数智赋能文化贸易论坛上，三七互娱党委书 ...

Group 1 - The forum highlighted the transformative impact of digital intelligence on the cultural industry, promoting its prosperity and providing vast development space for cultural trade [3] - Innovation is fundamental to cultural trade, encompassing literary, artistic, technological, and operational innovations [3] - Chinese companies are shifting from "borrowing boats to go to sea" to "building boats to go to sea," with successful examples in animation, gaming, trendy toys, and theme parks [3][4] Group 2 - Companies like Bubble Mart are focusing on global operations, leveraging IP as a core driver to connect with global consumers [3] - 37 Interactive Entertainment has expanded its business to over 200 countries, integrating Chinese cultural elements into game development and operations [4] - The forum featured discussions on digital cultural trade expansion, revitalizing traditional IPs, and the dual empowerment of brands and culture [5] Group 3 - Online literature has emerged as a global cultural trendsetter, with Chinese online literature entering a new phase of global IP co-creation [5] - Traditional cultural industries are revitalizing through digital technologies, creating new models and immersive experiences [5] - The forum included a policy roundtable discussing the latest measures to support high-quality cultural trade development [6] Group 4 - The forum announced the "2025-2026 National Cultural Export Key Enterprises and Key Projects," with 404 enterprises and 121 projects recognized [8]

一件件文艺精品集中亮相、一个个创新成果闪亮发布，一场场推介订货密集上演……为期5天的第二十一届中国（深圳）国际文化产业博览交易 会26日在深圳闭幕。 数字创意、微短剧、生成式人工智能应用……本届文博会以"创新引领潮流创意点亮生活"为主题，吸引超过12万件文化产品、4000多个文化产业 投融资项目参展，"科技+文化"持续创新呈现，催生文化新业态、产业新模式、消费新体验，折射了文化产业的加速升级。 5月23日，在文博会现场，机器人表演弹古筝。本届文博会突出"文化+科技"深度融合，首次设立人工智能展区，众多文化"顶流"和科技"新势 力"齐聚现场，为观众带来新鲜有趣的参观体验。新华社记者梁旭摄 在文博会13号馆，数字华夏（深圳）科技有限公司的人形机器人"夏澜S01"与现场观众频繁互动。工作人员介绍，该款人形机器人头部有29个电 机，可以做到7个种类22种表情。公司总经理陈军民介绍，这款"有温度"的AI人形机器人，表情丰富、颜值高，还有情绪价值。它的两个眼睛是 摄像头，身上也有摄像头，传感器能识别人们的情绪并做出精准的反馈。 5月22日，观众在文博会香港展区泡泡玛特主题港式茶餐厅打卡拍照。新华社记者肖恩楠摄 5月23日 ...

Core Viewpoint - The Chinese cultural trade, particularly in the gaming sector, has seen significant success in international markets, with companies like 37 Interactive Entertainment leading the way in cultural globalization through innovative game development and distribution strategies [2][5]. Group 1: Company Overview - 37 Interactive Entertainment, established in 2009, is one of the earliest Chinese gaming companies to enter overseas markets, starting its international operations in 2012 and currently operating in over 200 countries and regions [2]. - The company has released more than 120 games, with overseas revenue reaching 5.722 billion yuan in 2024, accounting for approximately one-third of its total revenue [2]. Group 2: Cultural Globalization Strategy - The company emphasizes a deep integration of research and operations, requiring collaboration between development and distribution teams to understand local market preferences and cultural nuances [3]. - 37 Interactive Entertainment has successfully created original game IPs that incorporate elements of Eastern culture, such as Chinese martial arts and traditional opera, to engage international players [3]. Group 3: Technological Integration - The rapid advancement of artificial intelligence (AI) is influencing the gaming industry, with 37 Interactive Entertainment applying AI across various stages of game development, marketing, and operations [4]. - The company has developed over 400 AI applications to enhance market analysis, product development, advertising, and customer service, significantly improving efficiency and quality in game production [4]. Group 4: Future Directions - The company is focused on the transition from physical cultural exports to digital empowerment, aiming to deepen the integration of gaming and culture while leveraging AI and big data to create an intelligent gaming ecosystem [5].

Group 1: Cultural and Digital Innovation - The 21st Cultural Expo showcased Guangzhou's cultural industry through six major exhibition areas, emphasizing digital culture and local enterprises [1][2] - Various companies focused on technology empowering the cultural industry, with some exploring vertical niches like short video exports and anime IP development [1][2] Group 2: Gaming Industry Growth - Guangzhou's gaming industry is projected to generate approximately 140 billion yuan in revenue in 2024, accounting for about one-third of the national total [3] - Nine gaming companies from Guangzhou were recognized as "National Cultural Export Key Enterprises," with overseas revenue exceeding 19 billion yuan [3] - Companies like 37 Interactive Entertainment have expanded globally, with 57.22 billion yuan in overseas business revenue projected for 2024, representing nearly 33% of total revenue [3] Group 3: AI and Education Technology - Companies like Yundie Technology showcased AI-integrated hardware, such as an AI mouse and smart pen, aimed at enhancing educational experiences [4][5] - The AI mouse features voice input and real-time translation capabilities, while the smart pen captures handwritten notes for digital storage [5] - Vision Source has developed a comprehensive AI strategy, investing over 1.5 billion yuan in R&D for 2024, with a focus on educational and meeting applications [6] Group 4: Policy Support for Cultural Industry - Guangdong introduced a policy package to promote high-quality development in the cultural industry, particularly benefiting the gaming sector [7] - The policy encourages original content creation and the integration of cultural elements into gaming, enhancing global competitiveness [7] - Companies like NetEase are leveraging these policies to deepen cultural integration in their products and improve user engagement [7] Group 5: Cultural Integration in Gaming - 37 Interactive Entertainment is focusing on integrating traditional culture into gaming, using elements from Chinese history and art to enhance gameplay [8][9] - The company plans to utilize AI technology to innovate the presentation of traditional cultural elements, aiming to create globally influential cultural IPs [9]

Market Overview - A-shares experienced a pullback after an initial rise, with the Shanghai Composite Index down 0.3% to 3338.42 points, the Shenzhen Component Index down 0.71%, and the ChiNext Index down 1.28% to 1995.61 points, with a half-day trading volume of 660.96 billion yuan [1][2]. Sector Performance - The controllable nuclear fusion concept led the market with an average increase of 3.90%, while the network gaming sector also showed strength, with stocks like Youzu Network hitting the daily limit [3][4]. - The gaming industry is entering a new development phase characterized by "content refinement + AI industrialization + globalization systematization," with a stable short-term policy environment and long-term global growth potential [4]. Company Insights - **ShengTian Network**: Actively exploring AI applications in gaming and social scenarios, with significant game releases expected in 2025 [7]. - **Giant Network**: Focused on long-term operation of existing games, leveraging AI for accelerated growth [8]. - **ShunNet Technology**: Developing its own intelligent engine and cloud computing platform, aiming to enhance efficiency across various sectors [9]. - **Sanqi Interactive Entertainment**: Utilizing AI technology for intelligent content production, potentially driving innovation in gaming [10].

Group 1 - The Media ETF (159805.SZ) increased by 1.81%, with the associated index, the CSI Media Index (399971.SZ), rising by 1.88% [1] - Key component stocks such as Kunlun Wanwei rose by 6.51%, Youzu Interactive by 9.97%, Giant Network by 4.56%, and Kying Network by 2.35% [1] - The IP economy concept stocks strengthened again, with Youzu Interactive hitting the daily limit, and Ice Glacier Network rising over 10% [1] Group 2 - Huajin Securities noted that the issuance of game licenses in May reached a record high, suggesting investment opportunities from quality content [1] - The report highlighted that Giant Network is expanding its reach through quality IP and AI matrix to create new gaming formats, while Kying Network is expected to drive performance growth with its premium game reserves and AI+IP matrix [1] - According to招商证券, 130 domestic game licenses and 14 import licenses were issued in May, indicating a positive impact from policy support on the gaming sector [1]

Core Insights - Guangdong has launched six major cultural industry policy packages, including measures to promote the high-quality development of the online gaming industry, focusing on supporting original creations, optimizing the business environment, and enhancing service mechanisms [1] Group 1: Industry Growth and Revenue - In 2024, the revenue of Guangzhou's gaming industry is projected to reach 140.67 billion yuan, accounting for 43.2% of the national total, marking a historic high [2][8] - The gaming industry in Guangzhou is expected to accelerate further in 2025 due to favorable policies, technological advancements, and talent aggregation [2] Group 2: Industry Ecosystem and Development - Guangzhou has established a complete industry ecosystem from content creation to global operations, with the "Game First Street" in Tianhe District housing major companies like NetEase and over 200 smaller firms [2] - Recent policies aim to promote the construction of gaming and esports industry parks, encouraging companies to participate in creating spaces for research, incubation, and events [2] Group 3: Emerging Trends in Gaming - The small program gaming sector is experiencing rapid growth, with a compound annual growth rate of 182.3% from 2022 to 2024, positioning it as a lucrative market [3] - Guangzhou is home to 28 companies listed in the "2024 China Mini Game Top 100 Enterprises," the highest in the country, with successful titles like "Puzzles & Survival" and "Little Heroes" [3][8] Group 4: Focus on Quality and Cultural Integration - Several companies in Guangzhou are producing high-quality games that incorporate traditional Chinese culture, such as "Call Me the Boss" which integrates elements from the Song Dynasty [6] - The gaming industry is encouraged to embed cultural elements deeply into game design, with plans to explore modern cultural integration with traditional themes [6] Group 5: International Expansion and Collaboration - The new policy measures emphasize building an overseas industry cluster and alliances to promote Guangdong's original games in international markets [5] - Companies like Ganwan Games are looking to collaborate within the Greater Bay Area to enhance the gaming industry's ecosystem [5] Group 6: Technological Innovation - The policy measures support technological innovation in gaming, focusing on areas like virtual engine development and data security [7] - Companies are actively integrating AI and big data into their operations, with examples like NetEase's AI model arena in "Nirvana in Fire" [7]

Core Viewpoint - The forum focused on "nurturing new generation talents" and discussed the establishment of a collaborative talent cultivation platform among government, universities, and enterprises, highlighting the importance of talent in the development of the gaming industry in China [2][3]. Group 1: Talent Development Initiatives - The "Million Talents Gathering in South Guangdong" initiative aims to attract one million graduates and various talents to Guangdong for employment and entrepreneurship, with 37 Interactive Entertainment actively supporting this plan [2]. - 37 Interactive Entertainment emphasizes the importance of talent cultivation as a strategic foundation for its development, collaborating with multiple universities on various industry-academia projects to create a platform that integrates theory and practice [3][5]. - The company aims to deepen cooperation with universities to establish a long-term mechanism for collaborative talent cultivation, optimizing its internal talent development system to provide ample growth opportunities for students [3][8]. Group 2: Innovative Talent Recruitment Strategies - The company has implemented flexible recruitment policies, such as removing graduation date restrictions and allowing 80% of positions to be open to all majors, to help students overcome employment barriers [5][6]. - 37 Interactive Entertainment reports a high retention rate, with one in three new hires being promoted within a year and a 60% conversion rate from interns to full-time employees, indicating strong performance in talent retention [6]. Group 3: Future Talent Ecosystem - The company is focused on creating a new ecosystem for the development of the new generation of talents, with plans to cultivate "AI-driven and innovative super individuals" [7]. - A personalized training system is being developed to meet the growth needs of new generation employees, including cross-departmental rotations and mentorship opportunities [7]. - The year 2025 is identified as a critical year for the cultivation and development of new generation talents, with the company maintaining a strategy of diversification, quality, and globalization to support talent attraction and development [8].