完整早报音频，请点击标题下方小耳机收听 【唯品会副总裁被公安机关调查，公司最新回应】 6 月 22 日消息，唯品会营销副总裁冯佳路被传因 内部反腐被抓，涉及金额巨大。据报道，唯品会向记者表示，唯品会对贪腐行为零容忍。副总裁 Tony （冯佳路）因涉嫌个人经济问题正在配合公安机关调查，公司业务运营一切正常。知情人士 称，冯佳路在唯品会负责品牌营销等工作。公开信息显示，冯佳路现任唯品会副总裁，拥有超过 10 年的品牌营销及公关传播管理经验，曾任宝洁旗下玉兰油大中华区品牌总监；同时担任过国际公关公 司万博宣伟顾问，拥有北京外国语大学经济学和英语文学双学士学位。（每日经济新闻） D ਮ l T 【酷态科回应 6 号移动电源 3C 认证资质异常】 6 月 2 2 日， CUKTECH 酷态科发文称，酷态科 6 号移动电源在产品设计与制造过程中，遵循国家标准要求。在第三方抽检工作中，因其中一个项目 测试方法与酷态科 6 号移动电源取得 CCC 证书申请的测试方法不同，导致该型号产品的 CCC 认证 资质出现异常。公司已向相关认证机构提交材料，说明产品技术参数及合规证明文件，并已同步开展 认证流程，积极配合第三方检测机构进 ...

早 报 精 选 3、跨境支付通6月22日正式上线运行。跨境支付通业务场景丰富，支持经常项目项下 的跨境汇款，包括南向和北向的便利化汇款业务，并可提供双向的留学缴费、医疗缴 费、薪酬及津补贴发放等便民、惠民金融服务。 1、 特朗普宣布已完成对伊朗福尔多、纳坦兹、伊斯法罕三处核设施打击，外交部回 应。 4、6月20日，外交部发言人郭嘉昆主持例行记者会。记者提问， 中方更倾向由谁主 导调解以伊冲突？ 北京方面是否会提出相关提案？郭嘉昆表示，中方愿继续同地区国 家和国际社会一道努力，为尽快恢复中东地区和平稳定发挥建设性作用。 2、跨境支付通昨日正式上线。 3、国家药监局：支持高端医疗器械创新发展，将出台新措施。 4、伊朗议会赞成关闭霍尔木兹海峡。 5、平安人寿再度举牌招商银行H股。 宏 观 新 闻 1、 美国总统特朗普宣布，已完成对伊朗福尔多、纳坦兹、伊斯法罕三处核设施打 击。外交部对此表示，中方强烈谴责美方袭击伊朗，攻击国际原子能机构监管下的核 设施。美方此举严重违反联合国宪章宗旨和原则以及国际法，加剧中东紧张局势。中 方呼吁冲突当事方尤其是以色列尽快停火，保障平民安全，开启对话谈判。 2、欧盟中国商会21日发布声 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Views - The gaming industry is entering a recovery phase, with a 9.9% year-on-year growth in the Chinese gaming market as of May 2025, driven by new game releases and upcoming summer titles [5] - AI applications are accelerating in various sectors, including content creation, entertainment, education, and e-commerce, with significant advancements in AI models and tools [4][5] - The report emphasizes the importance of focusing on mid-year performance and new content releases to capitalize on emerging consumer trends in IP [5] Summary by Sections Industry Data Overview - "Delta Action" ranked first in the iOS free chart, while "Honor of Kings" topped the iOS revenue chart as of June 21, 2025 [12][16] - The film "Sauce Garden Case" achieved a weekly box office of 1.37 billion [28] AI Evolution Driving Industry Change - Multiple large AI models have been released or upgraded, enhancing capabilities in various applications [35] - The introduction of the MiniMax-M1 model signifies a shift towards efficient, low-cost AI solutions with strong reasoning capabilities [38] Gaming Sector Insights - The mobile gaming market saw a 12.0% year-on-year growth, with self-developed games generating overseas revenue increasing by 6.9% [5] - New game launches and summer releases are expected to boost the gaming sector's performance in Q2 and Q3 [5] Recommendations for Investment - Key recommendations include Tencent Holdings and Kuaishou-W for large models/agents, with Alibaba-W and SenseTime-W as beneficiaries [4] - The report suggests focusing on mid-year earnings and new content to drive investment in IP new consumption sectors, including gaming, short dramas, films, and trendy toys [5]

今天分享的是：2025年B2B行业7天用好AI蓝皮书-百度爱采购 报告共计：22页 百度爱采购发布AI蓝皮书：7天重构B2B商业基因，开启智能经营新纪元 在数字化浪潮席卷全球的当下，人工智能技术正以前所未有的速度重塑商业生态。近日，百度爱采购发布《B2B行业7天用好AI 蓝皮书》，系统展现了AI技术与B2B商业场景深度融合的创新成果与实践经验，为商家提供了从商品创建到营销推广的全链路 AI解决方案，助力企业降本增效，在激烈的市场竞争中赢得先机。 第一天：AI赋能商品发布，效率成本双突破 对于B2B商家而言，商品创建与优化一直是经营中的痛点。以往，创建优质商品不仅效率低下，成本也居高不下。而如今，借 助AI技术，这一现状得到了根本性改变。 百度爱采购通过AIGC赋能，实现了商品发布与质检全链路的升级。商家不仅可以通过对话式交互进行单个或批量商品发布，还 能对存量商品进行批量修改和一键优化。其推出的AI商品助手，可从商品发布到诊断优化全流程追踪提效。例如，批量发布功 能能匹配平台优选模板，AI自动对商品进行智能优化，快速生成多个商品页面，最大支持100个商品同时创建，单个商品创建时 间减少15秒以上。 在商品优化 ...

证券研究报告 | 行业周报 gszqdatemark 2025 06 22 年 月 日 传媒 5 月中国游戏市场规模达 280.51 亿元，Kimi-Dev-72B 登顶全 球开源编程模型 行情概览：本周（6.16-6.20）中信一级传媒板块下跌 1.78%。本周传媒板 块受整体市场影响下跌。2025 年传媒弹性方向看好 AI 应用、IP 变现及并购 重组，AI 应用聚焦新应用的映射投资及部分较成熟应用的数据跟踪，重点关 注多模态产业方向。IP 变现聚焦有 IP 优势及全产业链潜力的公司，潮流玩具、 影视内容等方向有机会。并购重组重点关注国企方向，在国资委明确国企市值 考核的背景下，传媒国企诉求明显提升，部分国企资金优势明显。 板块观点与关注标的：1）资源整合预期：中视传媒、国新文化、广西广电、 唐德影视、吉视传媒、游族网络等；2）AI：荣信文化、奥飞娱乐、汤姆猫、 盛天网络、中文在线、易点天下、视觉中国、盛通股份、焦点科技、豆神教育、 世纪天鸿、佳发教育等；3）游戏：建议关注确定性强的神州泰岳、恺英网络、 巨人网络、吉比特，关注完美世界、ST 华通、冰川网络、华立科技；4）国企： 慈文传媒、皖新传媒、中文传 ...

Core Insights - The article discusses the rise of generative artificial intelligence (AIGC) and its impact on various industries, particularly in film and digital content creation [1][12] - It highlights the emergence of new job roles such as generative AI directors and digital human trainers, driven by the rapid advancement of AI technologies [12][19] Group 1: Generative AI in Film Production - The article introduces Luo Chong, a generative AI director who transitioned from traditional film roles to utilizing AIGC for creative projects [1][3] - Luo's team employs AI tools for video creation, using features like "text-to-image" and "image-to-video" to produce short animations efficiently [5][7] - The team recently completed a complex project involving nearly 100 shots, showcasing the capabilities of AI in enhancing creative output [7] Group 2: New Job Roles and Industry Growth - The demand for AI-related job roles is increasing, with positions like AI digital human trainers becoming prominent in the workforce [12][19] - Companies are facing a talent shortage in AI applications, with most employees lacking formal backgrounds in the field, necessitating on-the-job learning [16][18] - The generative AI market in China is projected to reach hundreds of billions by 2024 and exceed one trillion by 2030, indicating significant growth potential [18] Group 3: Skills and Competition - The article emphasizes that while AI tools lower entry barriers for content creation, competition will shift towards value creation rather than mere tool proficiency [21] - Professionals in the industry are encouraged to develop creative thinking and innovation skills alongside technical proficiency in AI tools [21]

完整早报音频，请点击标题下方小耳机收听 【拼多多将上线即时配送服务？官方暂无回应】 近日，有消息称，多多买菜正在上海等一线城市试验 自建商品仓库，最快将于8月上线即时配送服务，以类似京东秒送、淘宝闪购的速度送商品上门。不 同于京东、淘宝的大举投入，多多买菜的尝试还在早期阶段，并且也不会涉足餐饮外卖。对此，记者 向拼多多官方进行求证，对方暂无回应。（新浪科技） 【多个充电宝或电芯品牌的3C认证证书被暂停，涉及罗马仕、安克、绿联、倍思、安普瑞斯等】 在 多个充电宝品牌宣布召回存在自燃风险的移动电源后，国家市场监管总局全国认证认可信息公共服务 平台查询显示，知名电池供应商安普瑞斯（无锡）有限公司的多个相关电池及电芯产品3C认证证书处 于"暂停"状态。此外，罗马仕、安克创新、倍思、绿联等移动电源品牌的多个3C认证证书也被暂 停。上述证书状态变更时间大都自6月初开始。安普瑞斯（无锡）有限公司是2014年由美国安普瑞斯 全资子公司和无锡产业发展集团有限公司共同出资组建，投资总额2亿美元。（每日经济新闻） 【苹果遭股东集体起诉】 据报道，当地时间周五，苹果公司遭到股东集体起诉，被指在信息披露中低 估了将先进生成式 AI 整 ...

Group 1 - The core concept of the news is the launch of the "Shanghai Light and Shadow Art Museum," a new cultural IP that combines art and technology to create immersive experiences for visitors, showcasing the beauty of light and shadow art in the city [1][2] - The exhibition features the "Stone Gate" series by local artist Huang Azhong, which has been digitally transformed to maintain the original texture and essence of the oil paintings, marking a new paradigm in art activation [1][3] - The museum's location along the Suzhou River and its choice of old buildings as art carriers reflect a commitment to integrating art with the urban landscape, emphasizing the cultural roots and character of Shanghai [2][3] Group 2 - The project aims to awaken the cultural genes of the city, transforming the urban environment into an art exhibition space, where local residents and tourists can engage with art in their everyday surroundings [3][4] - The use of AIGC (Artificial Intelligence Generated Content) technology allows for dynamic interpretations of familiar local scenes, creating a narrative that resonates with the emotional connection of Shanghai residents to their city [3][4] - The Shanghai Light and Shadow Art Museum serves as a nurturing ground for urban aesthetics, demonstrating the contemporary mission of art institutions to cultivate cultural growth and preserve urban civilization [4]

电商行业也是如此，各大玩家布局XR虽是无可争议的战略，但如何与自身业务深刻结合，一度没有定 论。 而京东率先迈出了一步。在这位负责人看来，一个技术做得好，不是比谁先做，而应该力拼谁能将这个 技术变为广泛的、受众可接受的模式。 "过去XR端一直做不好，关键在于有没有配套的服务和内容。"他指出，"如今，很多品牌认可立影裸眼 3D的服务，因为其为品牌带来了实实在在的数据提升、交易成交量的提升。" 商品"跃然屏上"，家电家居"直接入户"。今年618，京东零售XR创新团队首次将"京东立影-裸眼3D广 告"、3D智能居家搭配工具"立影-美家"、"立影-3D直播"等创新3D内容产品应用于多个品类或场景。 不少用户惊讶地发现，不用佩戴眼镜、无需借助其他设备，打开京东APP，就能看到360度全方位展现 商品的立体视觉效果。无论是3C、家电的零件细节展示，抑或是美妆产品瓶身的光泽质感体现，以及 商超产品的营养成分展示，甚至还有口红试色、家电摆放、耳机试听、剃须刀震感模拟等新互动形式。 京东XR创新团队有关负责人告诉和讯网，往前追溯十几年会发现购物的信息流没有变化过，从文字到 图片，再到视频，都是在平面上展示所有效果，缺少Z轴的深 ...

Group 1 - The core viewpoint is that the rise of domestic IPs is redefining the valuation of China's cultural industry, with companies focusing on multi-faceted operational strategies around IPs [1][2] - Shunwang Technology (300113.SZ) aims to leverage the ChinaJoy brand to enhance IP influence and promote collaborations with leading IPs in cultural, gaming, and animation sectors [1] - ChinaJoy has become one of the largest digital entertainment exhibitions globally, significantly contributing to the healthy and sustainable development of China's digital entertainment industry since its inception in 2003 [1] Group 2 - ChinaJoy has accumulated nearly 10 million Gen Z users over 20 years, reaching hundreds of millions of users and hosting over a thousand participating companies, including industry leaders and Fortune 500 firms [2] - The Chinese trendy toy market is projected to grow from 60 billion yuan in 2023 to 110.1 billion yuan by 2026, indicating explosive growth in domestic IPs and the importance of building an "IP ecosystem" [2] - Recent government policies encourage the integration of traditional Chinese culture into product design and support the development of original IP brands, particularly in the fields of animation, gaming, and esports [3] Group 3 - Shunwang Technology is embracing a new era driven by artificial intelligence, focusing on new technologies and applications in digital entertainment, including AIGC, AIPC, mixed reality, 5G, and cloud computing [3] - The company has been recognized as a leading enterprise in the "2024 Guzi Economy" awards, highlighting its significant contributions to the industry [3] - With the proliferation of AI applications, Shunwang Technology's self-developed Lingxi Engine and Shunwang Intelligent Computing Platform are expected to enhance efficiency and reduce costs for enterprises [3]