TENCENT(HK:00700) Zheng Quan Shi Bao Wang·2025-09-01 05:02Core Viewpoint - The implementation of the "Artificial Intelligence Generated Synthetic Content Identification Measures" starting September 1 mandates that all AI-generated content must be clearly identified to avoid confusion and misinformation [1][4]. Regulatory Framework - The "Artificial Intelligence Generated Synthetic Content Identification Measures" requires platforms to add explicit and implicit identifiers to AI-generated content, enhancing transparency and credibility for users [2][4]. - Users must declare when they publish AI-generated content and are prohibited from altering or concealing any identifiers added by the platform [2][4]. Industry Impact - Tencent's Q2 2025 financial report indicates that the integration of AI technology is accelerating revenue growth, with total revenue reaching 184.5 billion yuan, a 15% year-on-year increase [3]. - The marketing services revenue for Tencent grew by 20% to 35.8 billion yuan, driven by improvements in AI-driven advertising platforms and increased demand from advertisers [3]. Data and Compliance - As of now, over 490 large models have been registered with the National Internet Information Office, and the user base for generative AI products in China has reached 230 million [4]. - The introduction of mandatory standards aims to establish a closed-loop mechanism for review, monitoring, and accountability in the regulatory dimension, while also reserving space for innovation in the technical dimension [4][6].