每经记者｜董兴生 每经编辑｜宋思艰 6月3日~5日，一年一度的网络视听行业盛会——第九届中国网络视听大会将在成都召开。本届大会依然由国家广播电视总局和四川省人民政 府主办，中国网络视听节目服务协会、成都市人民政府承办。 一直以来，视听行业的发展成果，都会在大会上展示；视听内容生产、制作、运营相关热点话题，也在大会上被讨论……也是因此，中国网络 视听大会被称作"年度行业风向标"。 今年的大会将如何继续发挥"风向标"作用？视听行业有什么新亮点、新变化，有哪些行业大咖将亮相大会，把脉视听行业？ 创新：首设短视频直播日 自2013年首次举办以来，中国网络视听大会已经成为视听领域规模最大、规格最高、内容最丰富，对行业发展具有重要指导意义的国家级活 动。 经过多轮创新，目前，第九届中国网络视听大会已初步构建起"论坛、展览、发布、推优、交易、孵化"六位一体格局，在内容、技术、渠道、 产品、资本、治理等多个层面形成品牌效应。 据了解，本届视听大会将举办40余场高质量的论坛、展览、发布会、盛典、展映、大赛、产业推介、投融资路演、公益直播、文创市集等活 动。其中，开幕式上将举办的"网络视听庆祝中国共产党成立100周年特别活动"， ...

2025年11月19日，Wind数据显示，A股三大指数今日涨跌不一，截止收盘，沪指涨0.18%；深证成指微幅收跌；创业板指涨0.25%。沪深两市成交额17259 亿。 跌幅方面，影视、传媒相关ETF回调居前 | | | ETF跌幅 TOP10 | | | | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 跌幅(%) | 基金管理人 | 投资类型 | | 516620 | 影视ETF | -2.44 | 国泰基金 | 被动指数型基金 | | 159802 | 传媒ETF | -2.44 | 腸束事業 | 被动指数型基金 | | 159822 | 影视ETF | -2.42 | 報ホ真実 | 被动指数型基金 | | 159728 | 在线消费ETF | -2.33 | 南方基金 | 被动指数型基金 | | 159725 | 线上消费ETF | -2.16 | 工银瑞信基金 | 被动指数型基金 | | 516190 | 文娱传媒ETF | -2.14 | 非夏基金 | 被动指数型基金 | | 512980 | 传媒ETF | -2.12 | 广发基金 | 被动指数型基金 ...

Core Insights - 3D Gaussian Splatting (3DGS) is an emerging method for novel view synthesis that utilizes a set of images with poses to iteratively train a scene representation composed of numerous anisotropic 3D Gaussian bodies, capturing the appearance and geometry of the scene [2][4] - The CLM system proposed by the team allows 3DGS to render large scenes using a single consumer-grade GPU, such as the RTX 4090, by addressing GPU memory limitations [6][8] Group 1: 3DGS Overview - 3DGS has shown revolutionary application potential in fields such as 3D modeling, digital twins, visual effects (VFX), VR/AR, and robot vision reconstruction (SLAM) [5] - The quality of images rendered using 3DGS depends on the fidelity of the trained scene representation, with larger and more complex scenes requiring more Gaussian bodies, leading to increased memory usage [5] Group 2: CLM System Design - CLM is designed based on the insight that the computation of 3DGS is inherently sparse, allowing only a small subset of Gaussian bodies to be accessed during each training iteration [8][20] - The system employs a novel unloading strategy that minimizes performance overhead and scales to large scenes by dynamically loading only the necessary Gaussian bodies into GPU memory while offloading the rest to CPU memory [8][11] Group 3: Performance and Efficiency - The implementation of CLM can render a large scene requiring 102 million Gaussian bodies on a single RTX 4090 while achieving top-tier reconstruction quality [8] - Each view typically accesses only 0.39% of the Gaussian points, with a maximum of 1.06% for any single view, highlighting the sparse nature of the data [23] Group 4: Optimization Techniques - The team utilized several unique characteristics of 3DGS to significantly reduce communication overhead associated with unloading, including pre-computing the accessed Gaussian sets for each view and leveraging spatial locality to optimize data transfer between CPU and GPU [12][17] - The microbatch scheduling optimization allows for overlapping access patterns between consecutive batches, enhancing cache hit rates and reducing redundant data transfers [24][25] Group 5: Results and Impact - CLM enhances the training capacity of 3DGS models by up to 6.1 times compared to pure GPU training baselines, enabling the training of larger models that improve scene reconstruction accuracy while lowering communication and unloading overhead [27]

Core Insights - A strategic cooperation agreement was signed on November 4 between Nanjing University, Yingshi Innovation, and Qixia District, leading to the establishment of the Yingshi Intelligent Imaging Algorithm Innovation Center [1] Group 1: Company Overview - Yingshi Innovation Technology Co., Ltd. is a global leader in intelligent imaging, focusing on the research, production, and sales of panoramic cameras, action cameras, and panoramic drones [1] Group 2: Strategic Collaboration - The collaboration aims to deepen the synergy between academia, local government, and industry, focusing on talent cultivation and technological innovation [1] - Yingshi will leverage Nanjing University's talent resources to establish the Yingshi Intelligent Imaging Algorithm Innovation Center, concentrating on AI imaging algorithms, VR/AR, and computer vision [1] - A talent cultivation base will be jointly built, facilitating internships, graduation projects, and entrepreneurship training to develop high-quality, application-oriented, and innovative talents [1] Group 3: Support and Development - Qixia District will support Yingshi Innovation in implementing demonstration applications in industrial manufacturing, intelligent meetings, and urban governance [1] - Collaboration will also extend to other universities in Nanjing and complementary technology enterprises for research and development, talent training, and practical applications [1]

Core Insights - Nanjing University, Yingshi Innovation, and Qixia District signed a strategic cooperation agreement to establish the Yingshi Intelligent Imaging Algorithm Innovation Center [1] - The collaboration focuses on AI imaging algorithms, VR/AR, and computer vision technologies [1] - A talent cultivation base will be created to train high-quality application-oriented and innovative talents in line with industry needs [1] Group 1 - The Yingshi Intelligent Imaging Algorithm Innovation Center will leverage Nanjing University's talent resources and Qixia District's policy support [1] - The partnership aims to conduct internships, graduation projects, and entrepreneurship training [1] - Collaboration will extend to other universities and complementary technology enterprises for research and talent development [1] Group 2 - Qixia District will support Yingshi Innovation in demonstrating applications in industrial manufacturing, smart meetings, and urban governance [1]

Core Insights - Recent red-themed films have significantly boosted red tourism sites, enhancing their appeal and visitor numbers [1] - The integration of red culture with tourism is becoming a vital industry for local development and the transmission of revolutionary heritage [1] - The Chinese government is investing over 10 billion yuan in 2024 to support the protection and development of red resources [1] Group 1: Policy and Development - The Ministry of Culture and Tourism and the Ministry of Education have launched a plan to incorporate red tourism into ideological education and social practice [2] - The plan has resulted in widespread participation, with over 30,000 students involved in a national red tourism creative planning competition [2] - The release of industry standards for red tourism development zones clarifies construction requirements and grading norms at the national level [2] Group 2: Industry Collaboration and Product Development - There is a need for regional collaboration and the creation of distinctive red brands by deeply exploring local red culture [2] - The development of composite product systems such as "Red + Research," "Red + Cultural Creation," and "Red + Health" is encouraged to integrate red resources with various sectors [2] Group 3: Technological Integration and Experience Enhancement - The introduction of digital technologies like VR/AR and the metaverse aims to recreate classic revolutionary scenes and enhance visitor experiences [3] - New media channels such as short videos and live streaming are being utilized to engage younger audiences through interactive projects [3] Group 4: Talent Development and Support - Collaboration between universities and red tourism sites is being promoted to establish research bases and training centers [3] - Specialized plans for improving guides and curators are being implemented to cultivate a professional workforce knowledgeable in history and effective in communication [3]

Core Viewpoint - Chuangneng New Energy is actively expanding its lithium battery production capacity, aiming to establish a significant presence in the global lithium battery market, targeting a 10% market share by achieving over 500GWh of production capacity [2][5][9]. Group 1: New Projects and Capacity Expansion - The company has commenced the construction of a 70GWh lithium battery production base in Xiangyang, Hubei, with a total investment of 22 billion yuan and a planned area of 1,608 acres [5]. - The Xiangyang base will produce 50GWh of energy storage batteries and 20GWh of power batteries, contributing to a coordinated effort with existing bases in Yichang, Xiaogan, and Wuhan [2][5]. - Currently, Chuangneng New Energy has an effective production capacity of 110GWh, with an additional 400GWh under construction, aiming for a total planned capacity exceeding 500GWh [2][6]. Group 2: Technological Advancements - The Xiangyang production base will incorporate advanced automation, digitalization, and intelligent technologies, achieving an automation rate exceeding 98% and flexible production capabilities [6]. - The company has filed over 5,000 patents globally, covering key technology areas such as materials, cell structures, and battery management systems [11]. Group 3: Market Performance and Sales Growth - In the first three quarters of 2025, the cumulative shipment of energy storage batteries exceeded 50GWh, representing a 150% increase compared to the total shipment of 20GWh in 2024 [13]. - The company achieved a record shipment of over 9GWh in September alone, indicating strong market demand and customer recognition [13]. - The total new orders for the year have surpassed 100GWh, reflecting robust growth momentum in the market [13]. Group 4: Strategic Partnerships - Chuangneng New Energy has secured various partnerships and contracts, including a 2.92GWh procurement with China Electrical Equipment Group and a 2.5GWh project collaboration with UK-based Immersa [14].

Core Insights - The development of China's mobile internet is shifting from population dividends to new technologies like 6G and AI, with a significant increase in non-phone smart devices such as XR and connected vehicles [1][5][12] - The core user demographic is primarily aged 25-45, with notable penetration among older adults and a high proportion of users from lower-tier cities, indicating a shift in growth sources [1][6] - User behavior is transitioning from passive consumption to active value acquisition, reflected in decreased usage time and frequency, indicating a trend towards higher quality engagement [1][9] Industry Overview - As of June 2025, the number of monthly independent devices in China's mobile internet is approaching 1.45 billion, with growth driven by device replacement cycles and emerging technologies [5] - The user base is increasingly diverse, with significant representation from both younger and older demographics, and a notable presence in lower-tier cities [6][32] User Behavior Trends - The average effective usage time per device has decreased from 303 minutes to 273 minutes, and the number of daily uses has dropped from 73 to 61, indicating a shift towards more meaningful engagement [9] - The decline in usage is attributed to stricter regulations on gaming and social media, as well as a resurgence in offline activities post-pandemic [9] Sector-Specific Insights Video and Audio Entertainment - Long video platforms are entering a low-growth mature phase, while short video platforms are facing saturation, with competition focusing on user engagement and content innovation [2][20][27] - Online music is experiencing steady growth, driven by technological advancements and improved user experiences, with a focus on ARPU enhancement [34][36] Smart Applications - The smart home and wearable device sectors are expected to double in user numbers over five years, with significant growth driven by health monitoring and AI integration [41][49] - Language models have seen explosive growth, with a 1004% increase in user numbers, while traditional smart tools are struggling to maintain user engagement [53][55] AI and Intelligent Tools - AI applications are leading in growth, with a notable increase in user engagement driven by advancements in technology and integration into daily tools [3][15] - The user base for intelligent tools is expanding into lower-tier cities, indicating a sustained demand for basic smart functionalities [62] Competitive Landscape - The competitive environment is shifting from stock competition to technology-driven innovation, with AI, health monitoring, and cross-scenario integration becoming key growth drivers [3][12] - Major apps like Douyin and Taobao continue to dominate user engagement, while emerging apps in AI and smart services are gaining traction [65][66]

Group 1 - Nanjing University of the Arts and Insta360 signed a strategic cooperation agreement to establish the "Insta360-Nanjing University of the Arts Panoramic Imaging Joint Innovation Laboratory" [1] - Insta360 will launch the "Image Creator Program" at Nanjing University of the Arts, aiming to foster creativity and provide a platform for students to showcase their talents [1] - The collaboration will involve joint research projects, curriculum integration, project incubation, and practical internships, enhancing the learning and development opportunities for students [1] Group 2 - Insta360, founded in 2015, is a leading imaging brand and smart hardware unicorn, recognized in the 2025 MIT Technology Review's "50 Smartest Companies" list and awarded the 2025 Engineering, Science, and Technology Emmy Award [2] - The company has received multiple international awards, including CES Innovation Awards, Red Dot Design Awards, and iF Design Awards, highlighting its strong position in the industry [2] - The event included a salon session where Insta360's market manager and department directors discussed industry trends and talent needs, engaging with students in an interactive format [2]

Core Insights - The report by 51job highlights a significant increase in demand for hybrid talent combining technology and culture in the tourism and cultural sectors, driven by diverse consumer needs [1][2] - The integration of digital technologies such as AI, VR/AR, and big data is reshaping service models towards intelligent and personalized experiences, making technical skills a necessity in hiring [2][3] - Emerging roles like "Smart Tourism Solution Architect" and "Immersive Experience Designer" reflect the industry's urgent need for professionals with both technical and cultural expertise [1][2] Group 1: Talent Demand and Consumer Trends - The report indicates that by the first half of 2025, domestic travel in China is expected to reach 3.285 billion trips, marking a 20.6% year-on-year increase, which is driving the emergence of new job roles [1] - Consumer preferences are shifting from traditional sightseeing to immersive cultural experiences, leading to a transformation in tourism products towards personalization and experience [1][2] - The demand for traditional roles is declining, while innovative functions such as cultural IP value extraction and immersive experience design are on the rise [1] Group 2: Technological Integration and Job Market Changes - The report emphasizes that digital technologies are becoming core drivers of innovation in the tourism industry, with functionalities like smart itinerary planning and virtual tours gaining popularity [2] - Key hiring criteria now include practical skills in digital tools, with 67.4% of top companies prioritizing candidates' abilities in AI and VR, and 60% focusing on data analysis [2] - The job market is evolving to include positions that blend cultural insight with technical skills, such as "Cultural Tourism IP Operations Director" and "Metaverse Product Manager," with salaries ranging from 250,000 to 700,000 yuan [2]