AIGC电影《音符中的密码》上线了。观看这部电影的感受很不一样，这不是人演的，不是摄影机拍摄 的，而是AI根据剧本生成的电影。主要"演员"分别是《我们村里的年轻人》的主演李亚林和《英雄儿 女》的主演刘世龙，他们隔世"联袂主演"。 技术在不断变化，但有一样是不变的：剧本是一剧之本。讲什么故事，如何讲？这个老问题是永远的新 问题。中国要成为电影强国，就必须面向世界、面向未来，具备讲述世界历史和人类历史的能力，传达 符合全人类共同利益的价值追求。这就是创意和叙事最终要由剧本来完成。 技术进步重要，剧本质量提升更重要。技术越是进步，越需要优质创意。思想当与技术齐飞！ 人物形象鲜明逼真，虽然动作表情不算丰富，但它完整地讲述了一个台湾老兵回大陆探亲的故事。1989 年，台湾老兵曹岱回大陆探亲，他唯一的亲人是在天津工作的二弟曹火星。曹岱临时改变行程，不去天 津了。他去了哪里？曹火星在创作《没有共产党就没有新中国》的那间土屋子里找到了大哥，他在那里 嚼着树叶，回忆过去，这次回来就是要找到中国共产党赢得天下的密码，他从"树叶"中找到了。最后曹 氏兄弟二人共同拿起唢呐，吹响那首《没有共产党就没有新中国》。一段历史、一对兄弟，一种 ...

Global Mobile Market Trends - By 2025, the global mobile market is expected to enter a more mature and differentiated phase, with revenue growth stabilizing at an estimated 5% due to market saturation and declining user willingness to pay [1][10][11] - The difficulty and cost of customer acquisition will continue to rise, prompting manufacturers to focus more on user retention and refined operations [1][10][11] - The application of AI technology and innovation may provide new growth points for the industry despite geopolitical risks and localization challenges faced by Chinese mobile companies [1][10][11] Mobile Game Market Review - The global mobile game market is showing signs of recovery, with a projected revenue growth of 2.9% in 2024, despite a slight decline in download volumes [27][28] - Chinese mobile games continue to perform strongly in the global market, with revenue growth reaching 8.5% and market share recovering to 27% [28] - The download volume for Chinese mobile games is expected to see a slight rebound in 2025, stabilizing market share amid increasing competition and regulatory challenges [28] Marketing Strategy Trends - The introduction of AIGC (AI-Generated Content) in marketing strategies is expected to drive user growth effectively, with a significant increase in new content materials [16][20] - The diversification of mobile marketing strategies, including the rise of Web to App (W2A) and Web to Apk advertising, is creating new low-cost traffic pools for manufacturers [20][21] - Programmatic advertising and localized content are becoming key trends in overseas marketing, enhancing advertising efficiency and effectiveness [20][21]

Group 1 - The 2025 Hefei International New Energy Vehicle Conference opened on September 29, showcasing China's strength in the new energy vehicle industry and promoting international cooperation [1] - The conference is co-hosted by the Hefei Municipal Government and various departments, featuring a "1+1+N" model that includes a main conference, a comprehensive auto show, and over 20 special events, with a total exhibition area exceeding 200,000 square meters [3] - Key industry leaders and experts gathered to discuss cutting-edge topics such as intelligent networking, AI chips, and supply chain collaboration, providing insights for high-quality industry development [3] Group 2 - The exhibition featured over 100 domestic and international mainstream brands showcasing more than 1,000 vehicles, including the debut of "Hefei-made" models like NIO ET9 and Zun Jie S800, along with over 20 new technologies [5] - The conference aims to enhance Hefei's position as an "international first-class new energy vehicle capital," facilitating practical cooperation and addressing development bottlenecks through supply chain matching events [5] - Hefei's new energy vehicle exports reached 5.45 billion yuan from January to July this year, marking a 57.6% year-on-year increase, with Jiangqi Group establishing eight overseas subsidiaries [5] Group 3 - The conference is expected to strengthen Hefei's industrial advantages in "full-chain layout and all types of vehicle enterprises," injecting new momentum into the intelligent and international development of new energy vehicles [6]

近日，中国能建中国电力工程顾问集团西北电力设计院有限公司的发布了一部以"温情 科技风"解读压缩空气储能技术的AIGC科普视频。作品创意性地以退休工程师爷爷给孙女讲 故事为线索，将复杂的储能技术演绎成一场奇妙的"能源魔法"冒险。 【责任编辑：王少晨 】 视频中，"弃风弃光"化为淘气的"风光精灵"，"压缩机""人工硐室"等专业设备则变身 为"游乐场"和"休眠仓"。通过这些充满童趣的视觉比喻，工程师如同"魔法师"，将难以捕捉 的清洁能源压缩储存，在需要时再释放，生动传达了技术原理。 据介绍，该片全程借助AIGC技术生成，画面风格统一，清晰展现了能量流动。作品不 仅降低了科普门槛，更在故事中融入了"赋能美丽中国、共建美好世界"的企业担当，让观众 在感受科技魅力的同时，体会到能源行业发展的智慧与情怀。 ...

但是，从技术应用创新和金融业务合规性的角度来说，信用卡接入大模型依然存在三大挑战。一是安全应用挑战。信用卡在大模型应用中可能面临数据隐 私泄露、模型漏洞及技术缺陷等安全风险。 例如，为达成更好的模型训练效果，过度采集用户数据可能侵犯用户隐私；算法设置不当导致利率差异性过大，引发消费者歧视；数据污染导致大模型生 成虚假信息；攻击方精心设计提示词，诱导大模型泄露训练数据中的敏感信息；开源大模型可能存在底层框架漏洞等安全性问题，以上均可能引发决策失 误或系统性风险。 信用卡行业作为金融服务核心领域，面临知识孤岛、数据合规与员工效率等三大痛点。传统 NLP 语言模型虽具备强大的语言理解能力，但因缺乏行业专 精知识、实时性不足及数据安全限制，难以直接满足信用卡中心的业务需求。 目前，数智化成为金融行业转型进程中的主要方向，可以预见，大模型技术的兴起将为金融行业新一轮的数字化变革产生促进作用。 信用卡接入大模型的三大挑战 目前，AIGC技术及其应用依然处于早期发展阶段，在信用卡业务合规、技术安全、体验良好的总体框架下，商业银行可组合应用流程嵌入式人工智能、 人工助手型人工智能，积极探索信用卡大模型应用的方向和路径。 图： ...

Core Viewpoint - The digital film "Tribute to Steel" is being showcased at the Shougang Park, revitalizing a century-old industrial heritage through digital technology, and the RE RUI·Three High Furnaces Digital Museum will open to the public during the National Day holiday [2] Group 1: Digital Transformation of Industrial Heritage - The film utilizes digital light and shadow technology to recreate the furnace core, allowing viewers to experience the history of China's steel industry [2] - The immersive viewing experience is enhanced by 2.5D projection technology and a 5.1 surround sound system, transforming the audience from mere observers to participants in the steel era [2] Group 2: Cultural and Technological Integration - The RE RUI·International Creative Museum features the "Return to Yuanmingyuan" light and shadow exhibition, showcasing the "Digital Yuanmingyuan" project through high-precision 3D modeling and AI restoration [2] - The Shijingshan District is fostering a cultural and technological integration, leading to the rapid rise of the sci-fi industry, which generated revenue of 15.3 billion in 2024, accounting for nearly one-third of the city's total [2] Group 3: Industry Growth and Development - The sci-fi industry in Shijingshan has attracted 236 enterprises and institutions, indicating a strong growth trajectory [2] - The artificial intelligence sector is also expanding, with the establishment of the WanP Intelligent Computing Center and the city's first humanoid robot data training center [2] - The virtual reality industry is highlighted by 14 companies being recognized in the "China VR Top 50" and 21 in the "China XR Top 100" lists for 2024 [2]

Core Insights - The research group led by Cai Daying is focusing on the "Master Economy" and its innovative elements, aiming to explore the structure, models, and value of the master industry through various visits and discussions in Beijing [1][2][3][4]. Group 1: Research Activities - The research group visited multiple locations including the Beijing Design Society Craft Art Design Innovation Research Center and the Internet 3.0 (Metaverse) Industry Base to gather insights on the master economy [1][2]. - Discussions were held with key figures in the craft art industry, including Beijing craft art masters, to understand the transition from traditional craftsmanship to modern applications [1][3]. Group 2: Industry Transformation - The focus is on upgrading the craft art industry from a "classic industry" to a "fashion industry," leveraging technologies like the Metaverse and AIGC to create innovative applications [2][3]. - There is a consensus on the need to integrate traditional techniques with modern aesthetics and market demands, particularly in the context of wearable fashion [3][4]. Group 3: Strategic Collaboration - The discussions emphasized the importance of building higher-level engineering platforms to empower the master community and activate consumer potential through digital technologies [3][4]. - The concept of "Master Economy" is seen as a means to create cultural IPs with international recognition, supported by social forces and collaborations with various cultural and creative parks [4]. Group 4: Future Directions - The research aims to transition from "academic leadership" to "academic practice," enhancing understanding of the master economy's development needs and industry transformation challenges [4]. - The China Craft Art Society plans to continue monitoring the trends in the Beijing craft art industry's transformation and upgrade, promoting a new ecosystem for efficient interaction between the master community and the industry [4].

Group 1 - American Bank has initiated coverage on Meitu with a "Buy" rating and a target price of HKD 13.5, projecting a compound annual growth rate (CAGR) of 42% for adjusted net profit from 2024 to 2027 [1] - The report highlights that Meitu's global paid user rate is expected to rise due to the flywheel effect of AI, with productivity tools becoming a new growth driver for the company [1] - Revenue from Meitu's productivity tools is anticipated to grow at a CAGR of 58% to reach RMB 825 million by 2027, accounting for 14% of total revenue [1] Group 2 - As the paid user rate increases and productivity tools expand, subscription revenue is projected to account for approximately 80% of Meitu's total revenue by 2027, indicating higher revenue stability and visibility [1] - The improvement in subscription revenue share is expected to enhance gross margins and lower customer acquisition costs, leading to sustained profitability and profit expansion driven by operational leverage from subscription business [1] - On September 12, Meitu's stock rose over 5% following the announcement of a partnership with Alibaba's Tongyi Laboratory to enhance its products with advanced AI models [2] - The collaboration aims to provide a new intelligent imaging experience for Meitu's global users, leveraging AIGC technology for industrial applications in imaging, design, and film [2] - Prior to this, other institutions, including Dongfang Securities, have also issued "Buy" ratings for Meitu, with a target price of HKD 13.25 [2]

Core Viewpoint - Meitu Inc. has seen a stock price increase of over 5%, currently trading at 9.62 HKD with a transaction volume of 495 million HKD, following a partnership announcement with Alibaba's Tongyi Laboratory to enhance its products with advanced AI models [1] Group 1: Partnership and Collaboration - Meitu has entered into a collaboration with Alibaba's Tongyi Laboratory, which will utilize the Tongyi Wanshang series of AI models to provide a new intelligent imaging experience for Meitu's global users [1] - The partnership aims to explore further innovative possibilities in the fields of imaging, design, and film through the industrialization of AIGC technology [1] Group 2: Market and Technology Insights - According to Dongfang Securities, the image editing sector is benefiting from significant advancements in diffusion models for generative tasks, providing foundational support for product innovation [1] - Meitu's accumulation of technical and aesthetic data positions the company to capitalize on technological dividends, with accelerated product version iterations and a notable increase in AI feature integration [1]

Core Viewpoint - The company held an online performance briefing to engage with investors, discussing various aspects of its business, including innovation, technology development, and market competition [1][2]. Group 1: Business Innovation and Development - The company's naked-eye 3D large screen business is in a resource expansion phase, operational in key commercial areas such as Wangfujing in Beijing, Chunxi Road in Chengdu, and Tianhe Road in Guangzhou [2]. - As of December 31, 2024, the company has 41 R&D personnel, accounting for 9.17% of its workforce [2]. - The company operates as a digital media operator for high-speed rail, signing contracts with various railway groups and actively expanding its digital outdoor media business [2]. - The company has established a visual creative team that integrates AIGC technology into project production processes [2]. Group 2: Operational Efficiency and Monitoring - The company focuses on monitoring advertising effectiveness in high-speed rail waiting areas and commercial media through internal monitoring photos, third-party independent reports, and client checks [2]. - The company has upgraded its media resource management system, emphasizing digital construction and integration with high-speed rail media, enabling efficient and secure ad publishing [2]. - A comprehensive layout strategy is being implemented to consolidate its leading position in high-speed rail digital media advertising [2]. Group 3: Competitive Positioning and Market Strategy - The company aims to strengthen its core advantages in high-speed media networks by optimizing and upgrading certain stations and adding key railway hub stations [2]. - The company has not registered any patents in the first half of 2025 but has produced several naked-eye 3D films to expand media resource coverage [2]. - The company has established a solid cooperative foundation with various railway groups, gaining a first-mover advantage in the market [2]. Group 4: Financial Performance and Future Outlook - The company reported a 3.62% decrease in net cash flow from operating activities in the first half of 2025 compared to the same period last year [2]. - The "AI + Scene Marketing" strategy has been implemented, collaborating with clients to launch multiple naked-eye 3D brand films, enhancing visual impact and interactivity [2]. - The company is committed to improving operational management and core competitiveness in response to challenges in the advertising industry [2].