该项目通过"科技+文化+IP"融合，实现沉浸式文旅新体验。 《万里长城》全感剧场是爱奇艺继《长征.四渡赤水》全感剧场后，第二个结合文旅场景定制开发的全感剧场产 品。项目开发过程中，研发团队采用次世代游戏引擎，结合领先的动作捕捉、音频制作、数字资产扫描、真实置 景等影视工业化制作流程，达到电影级的沉浸式视听体验。此外，借助VR重定向技术及无线串流技术的加持，游 客可在百平米的物理空间中获取在上万平方公里内无限行走的感觉。在文化呈现上，特别聘请长城文化专家及长 城博物馆单位全程进行创作指导——在《万里长城》全感剧场的数字场景中，明长城时期的军旗、战甲、火器被 精妙还原，嘉峪关至山海关沿线七彩丹霞、悬臂长城、茶马互市、"天下第一墩"等自然奇观与人文风貌也得到了 栩栩如生的复刻。 新京报讯(记者刘玮)日前，爱奇艺《万里长城》全感剧场全国首店在延庆开业试运营。该项目通过"科技+文化 +IP"融合，实现沉浸式文旅新体验。游客将扮演明代行人司中的一名信使，护送敕令、巡视长城沿线。借助虚拟 现实设备的加持，游客将从驿站出发，乘坐马车穿越浩瀚的沙漠，亲身体会在烽火台与敌兵对抗的惊心动魄，乘 坐天车在万米高空领略长城的雄伟壮阔， ...

科技出海 1、百度从瑞士开启欧洲无人驾驶业务，预计明年正式运营 据《新苏黎世报》报道，8月25日百度智能驾驶集团欧洲负责人容·格斯纳(Yong Gessner)宣布，中国科 技集团百度将在苏黎世设立办事处，启动其在欧洲的自动驾驶汽车业务。 格斯纳对该报表示，相较于苏黎世，百度更看好瑞士边缘地区的潜力。他指出，我们的目标是补充现有 出行服务，百度无人驾驶不想在已有服务的地方出现。 具体的服务内容取决于合作伙伴及其需求。目标是与一家本地有影响力的出行企业合作。《华尔街日 报》报道称在瑞士的本地合作方可能是瑞士邮政巴士公司，就此问题格斯纳对《新苏黎世报》回 应："我们不能透露名字。" 他还补充说，百度正与多家潜在合作伙伴进行洽谈。 据格斯纳介绍，启动运营的具体时间也将取决于合作方的安排。该公司计划最早从明年起在瑞士和欧洲 启动无人驾驶出租车运营。他指出，初期车辆将配备安全驾驶员。 2、小马智行在中国香港布局"大规模车队" 中国自动驾驶技术公司小马智行(Pony.ai)预计将在完成监管障碍后在香港部署一批自动驾驶出租车，同 时淡化来自特斯拉的潜在竞争。首席财务官 Leo Wang 周二在广州的一场媒体活动上表示： " ...

Group 1 - The performance of popular Chinese concept stocks is mixed, with NetEase rising over 2%, while XPeng Motors and Alibaba both falling over 2% [1] - Li Auto's Q2 net profit increased nearly 70% quarter-on-quarter, but its Q3 guidance is weaker than expected, with a projected vehicle delivery drop of 37.8% to 41.1% year-on-year [2][4] - Trip.com Group reported a Q2 net income of RMB 14.843 billion, a year-on-year increase of 16.22%, with a net profit of RMB 4.846 billion, up 26.43% year-on-year [3][4] Group 2 - Li Auto's total revenue decreased by 4.5% year-on-year, with net profit remaining stable year-on-year but showing a significant quarter-on-quarter growth of 69.6% [4] - The company expects Q3 total revenue to decline sharply by 38.8% to 42.1% year-on-year, estimating between RMB 24.8 billion to RMB 26.2 billion [4]

近期热播的电视剧《生万物》迎来了大结局。该剧在开播首日便以65小时的时间在爱奇艺平台上热度突破 10000，成为2025年最快破万的剧集，刷新了平台年度纪录。 二季度，电视剧《临江仙》和《朝雪录》内容热度值均破万；爱奇艺剧集总市占率连续四个季度领跑行 业；综艺《喜剧之王单口季》第二季云合市占率位列暑期档同品类行业第一。 6月表彰的上海电视节白玉兰奖中，爱奇艺制播作品获29项提名并斩获8项大奖。其中"微尘剧场"首部自 制剧《我的阿勒泰》摘得最重磅的最佳中国电视剧奖。 但比较尴尬的问题是，爱奇艺内容热度破万的剧集还有讨论高的综艺一直存在，但这些并未在财报上给爱 奇艺带来真正的增长，分析师莱辛对雷峰网说道。 " 成本控制显效，会员广告增长乏力。 " 作者丨成妍菁 编辑丨董子博 市场对爱奇艺的讨论热度始终不减。 从上周爱奇艺释出的财报就能看出，二季度，爱奇艺总收入为66.3亿元，同比下滑11%。 其中，会员服务收入40.9亿元，在线广告服务收入12.7亿元，内容发行收入4.4亿元，其他收入8.3亿元， 同比增长6%。 财报中唯一有所增长的是其他业务，收入为8.29亿元，主要包括网络游戏、IP授权和艺人经纪等，占总营 ...

Core Insights - The Southeast Asian streaming market is projected to grow to $6.8 billion by 2030, representing a 49% increase from 2024, with strong competition emerging from Chinese platforms against traditional leader Netflix [1] - The competition has evolved beyond content output to encompass localization depth, business model innovation, and cultural understanding [2] Group 1: Market Dynamics - By Q1 2025, U.S. platforms will still dominate Singapore with nearly 60% market share, while in Thailand, Chinese platforms have captured about 40% of the market, surpassing the 30% share of U.S. platforms [1] - The entry of Chinese platforms is driven by saturated domestic markets and the significant growth potential in Southeast Asia, where digital entertainment demand is high and cultural similarities exist [9][10] Group 2: Strategies of Chinese Platforms - iQIYI adopts a "high-profile" strategy, investing heavily in content production, planning to release 4 to 6 original Thai series annually with budgets around $1.54 million each [4] - WeTV focuses on idol cultivation, launching local talent discovery programs, which enhances user engagement and creates a unique content ecosystem [6][7] - Youku emphasizes a model export strategy, successfully adapting its popular variety show "Street Dance of China" for the Vietnamese market, establishing sustainable content production capabilities [8] Group 3: Competitive Advantages - Chinese platforms leverage pricing advantages, with subscription fees around $2 to $3 per month compared to Netflix's starting price of $7 to $8, making them more accessible in Southeast Asia [11] - The depth and agility of localized content production are key strengths for Chinese platforms, as they create content that resonates more with local audiences compared to Netflix's sometimes globally-oriented narratives [12][13] - Chinese platforms have quickly integrated local payment methods, enhancing user experience, while Netflix has been slower to adapt, previously relying mainly on credit card payments [14] Group 4: Future Trends - The rise of short dramas is a significant new variable in the market, with downloads of short drama apps in Southeast Asia increasing by 61% in Q1 2025, indicating a growing preference for this content format [17] - Short dramas offer lower production costs and quicker turnaround times, providing an opportunity for Chinese platforms to explore local user preferences [19] - iQIYI is aggressively pursuing short drama strategies, while Youku and WeTV are taking more cautious approaches, with potential collaborations with local teams [19][20] Group 5: Overall Competitive Landscape - The competition in the Southeast Asian streaming market has shifted from content acquisition to a comprehensive battle over ecosystems and business models [21] - Chinese platforms are establishing a foothold through flexible pricing, deep localization, and payment innovations, while Netflix maintains its position through brand strength and high-quality productions [22]

大众新闻·记者 任磊磊 8月19日，爱奇艺开播年代剧《生万物》，在短剧爆发的当下，该剧却一骑绝尘。其在爱奇艺站内热度值达10762，升至爱奇艺史上第二。在央八酷云实时关 注度最高破4%，创央八今年最高。8月20日，《生万物》云合单日有效播放破亿，为今年首部单日有效播放破亿剧集。 导演刘家成在片场 当下很多人都在讨论：被短视频喂起来的观众们需要的是快节奏的爽点，长剧还有市场吗？这在导演刘家成看来，不论长剧短剧，都有其存在的理由，短剧 讲究爽点，但观众一小时后就忘了，长剧则韵味悠长，可能开播很多年后电视台依然还在重播。 据悉，《生万物》是由刘家成执导，王贺编剧，杨幂、欧豪主演的年代剧。其根据作家赵德发的长篇小说《缱绻与决绝》改编，以鲁南农村土地变迁为背 景，讲述了以宁绣绣、封大脚、费左氏为代表的宁、封、费三个家族、两代人的生活史。原著小说曾获第三届人民文学奖。 据某平台大数据显示，爱奇艺后台显示25岁以下用户占比32%，央视索福瑞数据中40岁以上观众达35%。对于一部农村题材的年代长剧，在短剧当道的时 代，能有如此战绩，吸引到这么多年轻人着实让人吃惊。 对此，导演刘家成却觉得并不意外。他说，观众见多了绿幕、棚景， ...

【文/观察者网 邓军 编辑/赵乾坤】 重回亏损区间的爱奇艺（IQ.US），正在积极寻求新的市场增长点。 爱奇艺最新披露的2025年第二季度财报显示，公司营收同比下滑11%至66.3亿元，净亏损达到1.337亿元，而去年同期实现净利润6870万元。在8月 20日举行的2025年第二财季电话分析师会议上，爱奇艺创始人兼CEO龚宇表示，公司正充分利用自有IP资源，拓展基于IP的线下体验业务——除 扬州、开封的线下乐园外，预计年底前还将确定一至两家新的线下乐园项目。 此前，作为爱奇艺首次涉足线下主题乐园的尝试，奇巴布乐园于2023年暑期启动试营业，定位为一站式"亲子+"微度假目的地。但从市场反馈来 看，该项目的表现未能达到预期。 有主题乐园专家分析指出，国际成功案例表明，影视IP从线上内容转化为线下实体体验，需经历长期的内容孵化和持续的热度维护。然而，目前 爱奇艺并未组建专业团队负责线下乐园的创意研发、工程建设、市场分析、可行性评估及游客心理研究等工作，缺乏将影视IP有效转化为实景娱 乐体验的系统化能力。 表现平平的爱奇艺奇巴布乐园 2023年7月15日，由爱奇艺授权奇巴布乐园独家运营方Qliday Producti ...

随着长视频行业竞争进入下半场，作为头部流媒体平台的爱奇艺 （ NASDAQ:IQ） ，正通过多元业 务布局，夯实长期竞争力。 8月20日，爱奇艺发布2025年第二季度财报。数据显示，二季度爱奇艺总收入达66.3亿元人民币 ； Non-GAAP（非美国通用会计准则）运营利润为5870万元，Non-GAAP净利润1470万元 ， 连续 14个季度保持Non-GAAP运营盈利。 从具体业务板块来看， 会员服务收入 40.9亿元、在线广告服务收入12.7亿元、内容发行收入4.4亿 元、其他收入8.3亿元， 多元收入 结构持续优化。 爱奇艺在传统长视频领域持续领跑的同时，投入 AI应用、微剧、体验业务和海外业务等重点增长领 域，推动可持续的长远发展与成功。 值得一提的是，得益于丰富的 IP资产，爱奇艺IP全场景开发初显成效，二季度首次披露IP消费品成绩 单，上半年自营影视卡牌业务GMV破亿。同时，爱奇艺的线下乐园布局加速。 显然，经过超 15年的发展后，爱奇艺所构建的"内容—技术—商业化"闭环生态正变得越来越成熟。 核心内容赛道领跑 对于一家视频平台而言， "内容为王"始终是不变的真理。这些年来，爱奇艺确保了优质内容的 ...

Core Insights - The rise of micro-dramas has become a common theme for major long-video platforms like iQIYI and Mango TV, reflecting a shift in industry trends as they seek new user engagement amidst competition from short videos [1][8] - Micro-dramas are no longer supplementary content but are increasingly featured prominently in financial reports, indicating their growing importance [1][8] iQIYI's Performance - iQIYI has the most significant micro-drama inventory, with 15,000 vertical-screen micro-dramas stored, and notable self-produced projects like "Cheng He Ti Tong" that have driven substantial engagement [2][4] - The platform is also focusing on international markets, with micro-dramas becoming a key category for attracting new members in regions like Indonesia, South Korea, and Brazil [4][12] - In Q2 2025, iQIYI reported double-digit growth in daily viewing time and unique visitors for micro-dramas, indicating their potential as a new growth engine [4][12] Mango TV's Strategy - Mango TV achieved explosive growth in micro-dramas, launching 1,179 new titles under the "Big Mango Plan," a nearly sevenfold increase from the previous year [5][12] - The platform integrates various resources from variety shows, films, and artists to create a content ecosystem that connects micro-dramas with other formats [5][12] Tencent Video's Focus - Tencent Video demonstrated strong commercial viability with 34 micro-dramas achieving over 1 million in box office revenue, accounting for 80% of the total reported results across platforms [6][8] - The platform's strategy emphasizes monetization through a revenue-sharing model, attracting high-quality projects and maintaining a clear market identity [8][12] Industry Trends - The overall trend indicates that short dramas have transitioned from experimental phases to a more scalable approach across major platforms [8][9] - Despite rapid growth in micro-dramas, the financial reports reveal ongoing challenges for the main business lines of these platforms, suggesting that while micro-dramas are a diversification effort, they have yet to become a primary growth driver [12][13] - The competitive landscape is intensifying, with new entrants like Hongguo Short Drama rapidly expanding their user base, prompting long-video platforms to adapt their strategies [13]

9日，由刘家成执导，王贺编剧，杨幂、欧豪主演的年代剧《生万物》在央八酷云实时关注度最高破 4%，创央八今年最高。 同日，该剧在爱奇艺站内热度值达10762，升至爱奇艺史上第二。 8月20日，《生万物》云合单日有效播放破亿，为今年首部单日有效播放破亿剧集。 同时，海外市场确实表现也不错。 尽管有热播剧，但在短视频的冲击以及爆款缺失的背景下，爱奇艺还未止住业绩下滑的态势。 8月20日晚间，爱奇艺披露2025年Q2财报，其收入为66.3亿元，同比、环比均出现下降；归属于爱奇艺 的净亏损为1.34亿元，而上年同期其净利润为6870万元，今年Q1的净利润则为1.8亿元。 与这份承压的财报形成强烈反差的，是爱奇艺在内容端的亮眼表现： 其出品的《临江仙》《朝雪录》《生万物》三部剧集，热度值均破万。 综艺《喜剧之王单口季》第二季在暑期档同品类中表现突出，云合市占率稳居行业第一。 截至8月20日，其出品的电影《捕风追影》院线票房已累计突破3亿元…… 其中海外业务表现亮眼，截至第二季度，爱奇艺国际版会员收入和会员规模连续8个季度实现环比增 长。 当季，爱奇艺国际版日均会员数创历史新高，会员收入同比增长约35%。 其中巴西、墨西哥 ...