出品｜公司研究室IPO组 文｜淮上月 日前，安徽海马云科技股份有限公司（下称"海马云"）向港交所递交招股说明书，拟主板挂牌上市，联席保荐人为中金公 司和招银国际。 海马云成立于2013年，与咪咕文化、中国移动、头部游戏平台等建立了长期合作关系。根据灼识咨询报告，按2024年的收 入计算，公司在中国云游戏场景实时云渲染服务提供商中排名第一，市场份额为17.9%。 近三年复合年增长率33.8%，同期累计亏损6.47亿元 招股书显示，截至2024年年底，海马云平台承载超过2.8万款游戏，包括近年来多款大作，如一款由中国开发并于2024年 发布的现象级动作角色扮演的3A游戏，以及一款由中国开发并于2020年发布且具有提升手机游戏体验里程碑式成就的开 创性开放世界游戏。 报告期内，海马云的营收快速增长。招股书显示，2022年、2023年、2024年公司营收分别为2.9亿元人民币（下同）、3.37 亿元、5.2亿元，三年复合年增长率达33.8%。 具体来看，海马云的营收主要由云游戏GPUaaS与云原生内容服务构成。其中，2022年至2024年，公司云游戏GPUaaS的收 入分别为2.48亿元、2.2亿元、4.58亿元，占 ...

机器之心报道 机器之心编辑部 最近，一个完全由 AI 制作的广告在社交媒体上爆火，在 X 上有三十多万人观看。 这是一个叫 Too Short for Modeling 的团队发布在 LinkedIn 上的作品，不过它并不是一个商业作品，而是该团队为一直想合作的品牌制作的 概念影片。 距离 Veo 3 发布已经过去一个半月了，虽然此前模型视频生成已经能达到很逼真的状态，但 Veo 3 的「音画同步」功能，引领 AI 视频创作进 入了全新的声画一体化阶段。同时它也让 AI 视频生成进入了更有实践意义的阶段，极大地降低了视频创作的门槛。 我们先来看看这个广告效果怎么样。 来源： https://www.linkedin.com/posts/arielyoriginal_veo3-aicreative-fakeads-activity-7346271275020902400-P9fd 人物1：下午好，小伙子。 (Good afternoon, son.) 人物2：想猜猜我为什么让你靠边停车吗？ (Wanna take a guess why I pulled you over?) 人物1：哦，不是你想的那样。 (O ...

Group 1 - The core idea emphasizes the importance of combining theoretical research and creative practice in the field of art, suggesting that both elements are essential for achieving artistic excellence [1][2] - The author reflects on the dual approach of "holding the artistic boat with two oars," which signifies the integration of academic study and artistic creation, particularly in calligraphy [2] - The article highlights the significance of historical and contemporary studies in calligraphy, indicating that research informs and enhances creative practices [2][3] Group 2 - The concept of "writing mountains" is introduced, illustrating how ancient cliff inscriptions inspired contemporary artistic practices, showcasing a unique form of environmental and landscape art [3] - The author discusses the process of engaging with nature through artistic creation, which contrasts with traditional desk writing, emphasizing a deeper connection with the environment [3] - The article mentions the integration of poetry, calligraphy, and art history in the creative process, aiming to bridge various artistic disciplines [2]

Core Viewpoint - The contemporary development of Chinese Gongbi painting showcases a multidimensional landscape, reflecting both traditional techniques and modern themes, as evidenced by the 12th China Gongbi Painting Exhibition held at the Jiangsu Provincial Art Museum [1][2]. Group 1: Artistic Techniques and Innovations - The exhibition addresses three main themes: the elevation of meticulous depiction to cultural expression, the relationship between traditional methods and modern aesthetics, and the impact of technological innovations, including artificial intelligence, on Gongbi painting [1]. - Contemporary Gongbi artists are innovating by integrating modern themes and materials, moving from traditional forms to modern expressions, thus creating a narrative chain of "meticulous depiction—realistic reflection—patriotic sentiment" [2]. Group 2: Generational and Cultural Dynamics - Artists from different generations are responding to the increasing cultural demands of society, blending traditional Chinese aesthetics with global influences, and emphasizing the importance of both objective representation and subjective expression [3]. - The innovation in Gongbi painting is not about overturning tradition but rather revitalizing it, ensuring the transmission of national aesthetic spirit across generations and cultures [3].

Core Viewpoint - The documentary "Listening to China Along the Latitude" focuses on the cultural and geographical narratives along the 30° North latitude, showcasing the beauty and diversity of contemporary China through innovative audiovisual storytelling [3][4][20]. Group 1: Documentary Overview - The documentary is produced by China National Radio and will air from July 7 to July 11, with one episode released daily [1][20]. - It aims to decode the geographical and cultural significance of the 30° North latitude, presenting a new perspective on Chinese civilization [3][4]. Group 2: Creative Approach - The documentary adopts a "non-pretentious" style, emphasizing authentic storytelling and the natural sounds of the environment [4][6]. - It breaks away from traditional academic narratives, using everyday language to convey cultural confidence and the essence of Chinese culture [6][11]. Group 3: Technical Aspects - The production incorporates high-quality sound recording techniques, capturing all audio on-site to ensure authenticity [13]. - The sound design aims for high fidelity across various playback platforms, enhancing the viewer's experience [13]. Group 4: Cultural Significance - The documentary highlights the interplay between geography and culture, showcasing how the 30° North latitude serves as a dialogue axis for diverse Chinese cultures [17][19]. - It features grassroots performances and cultural expressions, illustrating the vitality and continuity of Chinese cultural heritage [19][20].

"画家村"项目，通过构建"政府搭台、企业运营、村民参与"的三方协作机制，为艺术型人才打造了一个 集"画室+民宿+乡村"于一体的沉浸式文化艺术空间，让越来越多的艺术家来伊金霍洛采风，充分激活 乡村文化资源和生态价值活力，让"伊旗是个好地方"的招牌更加响亮！ 中新网内蒙古新闻7月3日电 （记者 李爱平）7月3日，内蒙古鄂尔多斯市伊金霍洛旗札萨克镇查干柴达 木村迎来了一场文化盛宴，"华夏意韵·山水牧歌札萨克——札萨克画家村揭牌暨全国油画名家采风创作 启动仪式"盛大开幕。 活动为16位油画名家授予"札萨克荣誉村民"称号。"民建中央画院内蒙古分院创作基地""北方油画院鄂 尔多斯分院"以及"札萨克画家村"三大文化阵地揭牌。 札萨克镇党委副书记、政府镇长奥远表示，札萨克不仅拥有红碱淖的静谧、伊克昭盟委旧址的厚重，更 有那达慕盛会的豪迈、皮雕刺绣的精巧。这些独特的自然人文资源，为艺术家们提供了无尽的创作灵 感。 揭牌仪式后，与会人员还一同走进了查干柴达木村村史馆，探寻札萨克的历史脉络，感受这片土地深厚 的文化底蕴。一幅幅图片、一件件实物，让嘉宾们对札萨克镇的历史文化有了更深入的了解，也为他们 的创作提供了丰富的素材。 活动中 ...

编号：2025-002 证券代码：300624 证券简称：万兴科技 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | 现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称 | 深圳市证券业协会-郭彦城；东方财富证券-康卫荣；跨越基金-梁纯杰；瀚 | | | 鑫基金-黄尚才；安卓投资-谭煜；坚石资产-刘靖；熙宁投资-邓绍伟；亚 | | | 太汇金基金-滕涛；云众创融投资-李德生；证金投资-李强；沐德资产-梁 | | 及人员姓名 | 文玉；亿方富投资-陈健富；蓝海基金-张俊；恒泰永城基金-林秋杏；抱石 | | | 投资-苏建鸿；优美利投资-何芳；民沣资产-黄海山；纵帆私募-王兆江； | | | 前海骏捷-孔庆华、徐灵娥；个人投资者-张家忠、李红鸣、汤恒亮、赵晓 | | | 乐、黄勤、郭志军、杨军、谭洲田、朱朝晖等 39 名投资者（排名不分先后） | | 时间 | 2025 年 7 月 3 日下午 15:00 | | 地点 | 深圳市南山区软件产业基地 5 栋 D ...

Core Viewpoint - The article highlights the journey of a young glass artist, Qin Yuling, who has established herself in a niche field of glass art in China, particularly in Jingdezhen, and emphasizes her unique approach to creating art that encapsulates memories and time [1][12][24]. Group 1: Artist Background and Journey - Qin Yuling, a 90s-born girl from Hunan, studied glass art in Japan for six years before returning to China in 2021 to pursue her passion [12][49]. - She borrowed 60,000 yuan to rent a factory space, buy materials, and set up her own glass studio, becoming the first artist in China to build a glass-blowing furnace in a personal studio [1][3][12]. - Currently, there are likely fewer than 10 artists in China engaged in glass-blowing art, making her a pioneer in this field [3][12]. Group 2: Artistic Process and Exhibitions - Qin Yuling's works have been exhibited in prestigious locations such as the Tokyo Metropolitan Art Museum and the Shanghai Glass Museum, showcasing her talent on an international stage [3][12]. - Her recent exhibition, "The Gecko's Broken Tail and People Trapped in the Old City," features over ten glass installations that reflect her childhood memories and the passage of time [8][19][24]. - The glass-blowing process requires maintaining temperatures above 1000 degrees Celsius, and she often works for over ten hours a day in high heat [4][17]. Group 3: Themes and Concepts in Art - The theme of her latest exhibition revolves around family and past memories, using glass to "preserve" these experiences [24][31]. - She creates pieces that reflect on the transient nature of life, such as a glass "rocking chair" that encapsulates the remnants of a decayed chair, symbolizing the preservation of memories [33][35]. - Her work often contrasts the ephemeral nature of human experiences with the permanence of glass, as seen in her installations that incorporate photographs and everyday objects [31][41][46]. Group 4: Economic Considerations and Artistic Pursuits - Qin Yuling faces the challenge of balancing financial stability with her artistic ambitions, often questioning the sustainability of pursuing art without a steady income [57][62]. - She acknowledges the importance of earning money to support her artistic endeavors, reflecting on the broader dilemma faced by many artists [59][62]. - The article concludes with her contemplation on whether financial security would allow for a more profound artistic exploration, suggesting that the pressures of daily life can hinder creative expression [64][66].

Group 1 - The central theme of the upcoming events is to commemorate the 80th anniversary of the victory in the Chinese People's Anti-Japanese War and the World Anti-Fascist War, with a focus on cultural and artistic expressions [1] - A grand cultural gala will be held on the evening of September 3 in Beijing, organized by multiple central departments and local authorities [2] - The National Radio and Television Administration plans to showcase a variety of classic anti-war themed audiovisual works across national television and online platforms, including a new "Revisit Classics" channel launching in July 2024 [2] Group 2 - The popularity of micro-short dramas has surged, with user numbers reaching 662 million by the end of last year, and nearly 60% of internet users engaging with this format [2] - The integration of micro-short dramas with anti-war themes is expected to diversify and modernize the portrayal of historical narratives, with new titles like "Horseback Cradle" and "Angry Sting" set to premiere in September and October [2][3] - Various local and online platforms are organizing diverse audiovisual activities, such as the "Hot Blooded National Soul" thematic exploration in Heilongjiang Province, aimed at creating engaging content that resonates with younger audiences [3]

新华社北京7月3日电 国务院新闻办公室3日举行新闻发布会，介绍中国人民抗日战争暨世界反法西斯战 争胜利80周年主题展览和推出优秀文艺作品、文艺活动有关情况。 围绕抗战胜利80周年文艺晚会和文艺作品展演展览情况，发布会介绍了三项安排。 自7月7日开始，"为了民族解放与世界和平——纪念中国人民抗日战争暨世界反法西斯战争胜利80周年 主题展览"将在中国人民抗日战争纪念馆举办。7月8日起面向社会公众开放，7月中旬前组织部分专场参 观活动，其他时间除每周一例行闭馆外，全部面向社会公众开放。这次主题展览以"铭记历史、缅怀先 烈、珍爱和平、开创未来"为主题，共分为八个部分，展览面积1.22万平方米，展出照片1525张、文物 3237件，并特别设立了"弘扬伟大抗战精神 深切缅怀抗战英烈"专区。主题展览将作为基本陈列长期展 出。 本次主题展览将中国共产党的中流砥柱作用作为主线贯穿始终。中华苏维埃共和国临时中央政府最早发 布的《对日战争宣言》、赵一曼从被捕到英勇就义的详细档案、洛川会议的会议记录、多种版本的《论 持久战》、中国共产党力促西安事变和平解决的文电等一大批历史影像、文物实物、文献档案等将亮相 展览。 中国人民抗日战争纪 ...