Group 1 - Hema acknowledged issues with strawberry cakes sold, affecting approximately 60 units across 7 stores due to ingredient handling errors [2] - Wanda Group has a new enforcement order for over 1.7 billion yuan, with over 6.9 billion yuan in total enforcement amounts against the company [2] - The State Taxation Administration prohibits platform companies from shifting tax obligations to gig workers, ensuring they are not overcharged [3][9] Group 2 - PepsiCo plans to reduce its product variety in the U.S. market by nearly 20% by early next year, aiming to cut operational costs and enhance efficiency [5] - The price of three-valent flu vaccines has dropped to 5.5 yuan, attributed to intense competition and oversupply in the vaccine market [8] - Paramount has proposed a cash acquisition offer of $30 per share for Warner Bros. Discovery, valuing the company at $108.4 billion [7] Group 3 - Faraday Future's board approved a five-year plan to produce 400,000 to 500,000 vehicles, with the first batch of FX Super One vehicles set to roll off the production line [13] - The International Monetary Fund (IMF) has officially launched its Shanghai Regional Center to enhance cooperation with the Asia-Pacific region [12] - The U.S. government announced a $12 billion aid package for farmers affected by tariff policies, addressing the negative impact on agricultural markets [14]

Core Insights - iQIYI's "Peach Bean World" represents a significant innovation that combines generative artificial intelligence with film IP and interactive entertainment, addressing the core needs for immersive user interaction and the relatively short lifecycle of IPs [1][12] - The platform aims to enhance user engagement with content and extend the lifecycle of IPs, thereby creating more development opportunities [2] Technological Advancements - "Peach Bean World" employs comprehensive model training to enable AI to deeply learn scripts, dialogues, and character settings, ensuring consistency in character traits and worldviews [3] - The integration of self-developed "Qisheng" AI voice technology allows for real-time emotional voice interaction, significantly enhancing user immersion [3] - The establishment of an intelligent agent framework with continuous learning capabilities enables characters to evolve through ongoing user interactions [3] Product Innovation - The platform features a diverse interactive product matrix, allowing users to engage in deep conversations with over 1,200 AI characters from more than 100 film IPs [3] - Innovative features include "Character Dynamics," which simulates social network interactions, and tools for users to create their own storylines [3] - The project also supports multi-character group chats and themed reasoning games, surpassing traditional chatbot interactions [3] Market Impact - "Peach Bean World" has achieved over 100 million chat rounds since its launch, indicating strong user engagement and continuous innovation in gameplay [8] - The emotional companionship provided by AI characters positively impacts users' mental health while fulfilling entertainment needs [8] - The platform's ability to maintain long-term emotional connections with users extends the commercial value and lifecycle of film IPs [6] Future Prospects - iQIYI plans to launch "Peach Bean" in 2025, which will serve as a personal intelligent assistant for users, further enhancing emotional interaction and practical functionalities [6] - The ongoing exploration of AI applications and rapid advancements in multimodal generation capabilities suggest a promising future for richer interactive forms [11] - The shift from a one-way content dissemination model to a two-way, multi-faceted value co-creation ecosystem is redefining the boundaries and possibilities of the entertainment industry [8]

Group 1 - The board of directors of iQIYI has been adjusted to comply with Hong Kong Stock Exchange listing requirements, with the appointment of Pan Huiyan as an independent director and the resignation of Sun Weijian from his positions [1] - iQIYI's total revenue for Q3 2025 was 6.68 billion yuan, a year-on-year decline of 8%, marking the third consecutive quarter of revenue decline since Q1 2025; the net loss attributable to iQIYI was 248.9 million yuan, compared to a net profit of 229.4 million yuan in the same period of 2024 [1][2] - The Hong Kong Stock Exchange requires that at least one-third of the board members be independent non-executive directors, and the revised Corporate Governance Code mandates at least one director of a different gender in the nomination committee [1] Group 2 - iQIYI's core business, membership services, generated revenue of 4.21 billion yuan in Q3, a year-on-year decline of 4% but a quarter-on-quarter increase of 3%; online advertising service revenue was 1.24 billion yuan, down 7% year-on-year and 2% quarter-on-quarter [2] - Content distribution revenue was 644.5 million yuan, a significant year-on-year decline of 21%, but a quarter-on-quarter increase of 48%; the growth in box office film distribution revenue was strong but offset by a decline in TV drama content distribution revenue [2] - iQIYI's overseas and IP derivative businesses performed well, with international daily average membership reaching a record high and membership revenue growing over 40% year-on-year; overall revenue from IP consumer products increased by over 100% [2]

文 | 《BUG》栏目 张奥 日前，爱奇艺 "尖叫之夜"颁奖典礼闹出"颁奖乌龙"：本该给刘诗诗的奖项被错颁给了演员 白鹿，引发不满。凌晨，爱奇艺以"工作疏忽"为由道歉，但对原本属于刘诗诗的"口播或投 屏推荐"特权未给出新的解决方案，"我们消费者真金白银投出的奖励就这样没了？""深夜 道歉是想大事化小？" 对此，爱奇艺官方未予回应，客服则表示， "后续会反馈到相关团队。" 第三季度财报显示，爱奇艺总收入为 66.8亿元，同比下降8%；净亏损近2.5亿元，此前连 续三年盈利的良好势头或就此打破。同时，爱奇艺的会员服务、在线广告服务、内容发行收 入同比均出现下滑。 颁奖给错人，用户：退钱！ 日前，爱奇艺尖叫之夜颁奖典礼出现了 "颁奖乌龙"，将本该发给刘诗诗的"桃豆世界2025 年度喜爱（电视剧）女性角色"奖项错颁给了演员白鹿。 11月21日，爱奇艺公开的公示"桃豆世界2025年度喜爱（电视剧）女性角色"榜单显示：前 三名分别为李沁的《一笑随歌》、杨幂的《生万物》以及刘诗诗的 《淮水竹亭》 。而在颁 奖典礼现场，刘诗诗被替换为白鹿的《临江仙》，并排在第二名，杨幂顺延至第三名。 凌晨，爱奇艺多个官方微博同时发声就 "颁 ...

文 | 《BUG》栏目 张奥 日前，爱奇艺"尖叫之夜"颁奖典礼闹出"颁奖乌龙"：本该给刘诗诗的奖项被错颁给了演员白鹿，引发不 满。凌晨，爱奇艺以"工作疏忽"为由道歉，但对原本属于刘诗诗的"口播或投屏推荐"特权未给出新的解 决方案，"我们消费者真金白银投出的奖励就这样没了？""深夜道歉是想大事化小？" 对此，爱奇艺官方未予回应，客服则表示，"后续会反馈到相关团队。" 第三季度财报显示，爱奇艺总收入为66.8亿元，同比下降8%；净亏损近2.5亿元，此前连续三年盈利的 良好势头或就此打破。同时，爱奇艺的会员服务、在线广告服务、内容发行收入同比均出现下滑。 颁奖给错人，用户：退钱！ 日前，爱奇艺尖叫之夜颁奖典礼出现了"颁奖乌龙"，将本该发给刘诗诗的"桃豆世界2025年度喜爱（电 视剧）女性角色"奖项错颁给了演员白鹿。 11月21日，爱奇艺公开的公示"桃豆世界2025年度喜爱（电视剧）女性角色"榜单显示：前三名分别为李 沁的《一笑随歌》、杨幂的《生万物》以及刘诗诗的《淮水竹亭》。而在颁奖典礼现场，刘诗诗被替换 为白鹿的《临江仙》，并排在第二名，杨幂顺延至第三名。 凌晨，爱奇艺多个官方微博同时发声就"颁奖乌龙"致歉。爱奇 ...

12月6日晚，@爱奇艺综艺发布《桃豆世界更正声明》： 因我们的工作疏忽，导致在2025爱奇艺尖叫之夜活动上公布的"桃豆世界2025年度喜爱（电视剧）女性角色"和"桃豆世界 2025年度长青（电视剧）角色"信息有误，正确的信息以11月21日公布的结果为准。 正确的名次为： 爱奇艺桃豆世界2025年度喜爱（电视剧）女性角色前三名 《一笑随歌》付一笑 《生万物》宁绣绣 《淮水竹亭》东方淮竹 爱奇艺桃豆世界2025年度长青（电视剧）角色前三名 《莲花楼》李莲花 《一念关山》宁远舟 《苍兰诀》小兰花 我们对此事带来的影响郑重致歉，后续工作将更加严谨。 据媒体此前报道，12月6日，爱奇艺尖叫之夜出现奖项争议：11月21日公示的"年度喜爱女性角色"前三中，刘诗诗《淮水竹 亭》的东方淮竹位列第三，却在颁奖夜被白鹿《临江仙》的李青月替换，杨幂也从第二降至第三。 ▲12月6日颁奖现场 ▲11月21日公示内容 综合自：@爱奇艺综艺、潇湘晨报 （文章来源：证券时报） ...

12月6日晚，@爱奇艺综艺 发布《桃豆世界更正声明》： 因我们的工作疏忽，导致在2025爱奇艺尖叫之夜活动上公布的"桃豆世界2025年度喜爱（电视剧）女性 角色"和"桃豆世界2025年度长青（电视剧）角色"信息有误，正确的信息以11月21日公布的结果为准。 正确的名次为： 爱奇艺桃豆世界2025年度喜爱（电视剧）女性角色前三名 爱奇艺桃豆世界2025年度长青（电视剧）角色前三名 我们对此事带来的影响郑重致歉，后续工作将更加严谨。 《一笑随歌》付一笑 《生万物》宁绣绣 《淮水竹亭》东方淮竹 《莲花楼》李莲花 《一念关山》宁远舟 《苍兰诀》小兰花 据媒体此前报道，12月6日，爱奇艺尖叫之夜出现奖项争议：11月21日公示的"年度喜爱女性角色"前三 中，刘诗诗《淮水竹亭》的东方淮竹位列第三，却在颁奖夜被白鹿《临江仙》的李青月替换，杨幂也从第 二降至第三。 ▲ 12月6日颁奖现场 ▲ 11月21日公示内容 综合自： @爱奇艺综艺、潇湘晨报 责编：叶舒筠 校对：赵燕 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理 ...

新浪科技讯 12月7日上午消息，爱奇艺发布公告就"颁奖乌龙"致歉：因工作疏忽，导致在2025爱奇艺尖 叫之夜活动上公布的"桃豆世界2025年度喜爱（电视剧）女性角色"和"桃豆世界2025年度长青（电视 剧）角色"信息有误，正确的信息以11月21日公布的结果为准。 据悉，爱奇艺桃豆世界于11月21日官方公示的"年度喜爱女性角色"前三名为：李沁《一笑随歌》、杨幂 《生万物》、刘诗诗《淮水竹亭》。但在12月6日尖叫之夜现场，刘诗诗角色被替换为白鹿《临江仙》 的李青月，杨幂顺延至第三名。 责任编辑：韦子蓉 新浪科技讯 12月7日上午消息，爱奇艺发布公告就"颁奖乌龙"致歉：因工作疏忽，导致在2025爱奇艺尖 叫之夜活动上公布的"桃豆世界2025年度喜爱（电视剧）女性角色"和"桃豆世界2025年度长青（电视 剧）角色"信息有误，正确的信息以11月21日公布的结果为准。 据悉，爱奇艺桃豆世界于11月21日官方公示的"年度喜爱女性角色"前三名为：李沁《一笑随歌》、杨幂 《生万物》、刘诗诗《淮水竹亭》。但在12月6日尖叫之夜现场，刘诗诗角色被替换为白鹿《临江仙》 的李青月，杨幂顺延至第三名。 热门 | 25-12-6 23:1 ...

Core Insights - The report focuses on the online variety show industry in China, analyzing user scale, content innovation, and marketing trends for 2024-2025, aiming to provide decision-making references for platforms and brands [1] User Scale of Online Video - The overall user base has reached 1 billion, with a year-on-year growth of 3.4%, indicating a significant recovery in the industry [2] - Monthly active devices in the online video sector showed a notable increase, particularly in Q2 and Q4 of 2024, with an average year-on-year growth rate of 3.4% [2] User Trends in Online Variety Channels - The variety show user market remains stable at 500-600 million, with peaks in June and October 2024 due to seasonal programming and user influx [6] - The market is benefiting from the influx of student users during summer and the demand for popular programs during holidays [6] User Demographics of Variety Channels - Young audiences, particularly those aged 18-24, and female viewers are the primary demographics for variety channels, with a TGI index of 122 for young viewers and 111 for female viewers [7] Performance of Variety Content Creation - The number of new variety shows and sequels has increased, with 20 new shows launched in 2024, reflecting a stable content innovation capability [11] - Existing variety IPs are gaining market recognition, with 32 sequels produced in 2024, an increase of 3 from 2023 [11] Content Type Performance of Exclusive Variety Shows - The outdoor experience category remains the highest in market share, with significant growth in both quantity and viewership in 2024 [13] - Comedy variety shows have seen a resurgence, with viewership increasing by 143% compared to 2023, becoming the second-largest contributor to viewership [13] Performance of Reality Game Shows - In 2024, six reality game shows were produced, with Youku leading in both quantity and viewership, contributing 35.5% of the total viewership in this category [16] Overview of New Exclusive Variety Shows in 2024 - New variety shows in 2024 exhibit diverse themes, with Q2 and Q3 being peak periods for premieres [18] Key Highlights of Reality Game Shows - Reality game shows redefine the boundaries of "game variety," using immersive experiences to engage audiences with real-world issues [20] Key Highlights of Comedy Variety Shows - The comedy variety sector is characterized by a "dual-hero" competition, with Tencent and iQIYI leading in viewership through innovative programming [25] Innovation in Content Creation - The rise of new IPs and the "second season phenomenon" indicate a shift towards a focus on content innovation and long-term value creation [30] - The integration of film and variety shows is becoming a significant trend, enhancing audience engagement and extending the lifespan of IPs [32] Changes in Sponsorship Brand Trends - The number of sponsorship brands for variety shows has slightly decreased, but the number of brands in top new variety shows has increased from 3.3 to 3.9 [40] - Fast-moving consumer goods (FMCG) brands account for 62.4% of sponsorship frequency, indicating their dominant role in the variety show sponsorship market [45] Marketing Budget Changes - Overall marketing budgets are tightening, with a decrease of 7-10% expected in 2025, affecting various industries differently [50] - The internet service industry maintains a high marketing budget, while the food and beverage sector is seeing a decline due to budget constraints [51] Evaluation of Sponsorship Effectiveness - The evaluation of sponsorship effectiveness has developed a dual verification system, focusing on both basic traffic and business conversion metrics [57] Innovations in Marketing Strategies - Brands are increasingly leveraging variety shows for integrated marketing, utilizing KOLs and co-creation strategies to enhance brand visibility and engagement [62][65] - The trend of "combination投放" is emerging, allowing brands to maximize exposure across multiple shows while reducing costs [68]

每经AI快讯，12月6日，纳斯达克中国金龙指数收涨1.29%，热门中概股多数上涨，百度涨超5%，万国 数据涨超4%，小鹏汽车、爱奇艺、好未来涨超2%。 ...