Core Insights - Digital cultural and creative enterprises face challenges such as intellectual property theft, unclear copyright boundaries, and content ownership issues related to AIGC (Artificial Intelligence Generated Content) [1][2] Group 1: Event Overview - A knowledge protection event for digital cultural and creative industries was held in Chengdu, focusing on comprehensive protection of commercial secrets and copyrights [1] - The event featured expert lectures, on-site Q&A, and resource matching to provide a full-chain protection solution for enterprises [1] Group 2: Intellectual Property Protection Strategies - Experts emphasized a dual protection system of "copyright defense externally and commercial secret protection internally," which includes clear copyright registration and a robust legal foundation for rights protection [1] - Internal protection strategies involve personnel management, physical security, and technical safeguards to prevent leakage of creativity and technology [1] Group 3: Case Studies and Trends - The event analyzed classic cases such as Dunhuang digital culture and Palace Museum IP derivatives, offering practical references for IP development and protection [2] - Discussions included new trends in content production and immersive experience scenarios due to AIGC technology, exploring new paths for intellectual property protection [2] Group 4: Expert Q&A Insights - Experts addressed frequent concerns regarding copyright ownership of derivative works and AI-generated content, emphasizing the need for clear rights division and usage scope to minimize contract disputes [2] - Recommendations included strategic trademark applications based on business development stages and a multi-dimensional approach to IP valuation [2] Group 5: Collaborative Efforts - The event served as a significant initiative for government-enterprise collaboration, effectively connecting enterprise needs with professional services and establishing a long-term cooperative platform [4]

截至2026年1月16日收盘，新媒股份(300770)报收于45.77元，下跌3.8%，换手率3.22%，成交量7.34万 手，成交额3.39亿元。 董秘最新回复 投资者： 尊敬的董秘，贵公司2025年已投资长剧（网络剧+电视剧）5部、精品横屏中剧23部、竖屏短 剧14部，请问这些所投之剧所产生的相应分红等收益是否会体现在四季度财务报表里 董秘： 尊敬的投资者，感谢您的关注！公司参投的长剧、中剧及短剧目前正按计划陆续上线播出，相 关收益将随着各剧集的排播进度、平台分账结算节奏以及合同约定的收入确认条件，分期体现在后续财 务报表中。关于公司各项业务的经营业绩情况，请关注公司在巨潮资讯网披露的定期报告。 投资者： 贵公司有没有通过aigc等来实现AI技术的生成，还有贵公司的大模型什么时候出来 投资者： 尊敬的董秘，贵公司只在上市头两年出过业绩预告，之后就再也没有出过业绩预告了，按照 证监会的说法是上市公司也可以在定期报告披露前主动披露业绩快报，希望能主动公告业绩预告，即便 业绩没有啥增长也可以提前预告 董秘： 尊敬的投资者，感谢您的关注和建议！关于公司经营业绩情况，请关注公司在巨潮资讯网披露 的相关公告。 当日关 ...

Investment Rating - The report maintains a "Positive" investment rating for the media industry [1] Core Insights - The report highlights the rapid commercialization of AI applications, with significant developments in AI shopping functionalities and the integration of AI into various platforms [3][29] - The gaming sector is experiencing a surge in user engagement and revenue, particularly during the holiday season, with several new game launches expected to perform well [4][32] Industry Overview - The gaming industry saw "逆战：未来" topping the iOS free game chart and "王者荣耀" leading the iOS revenue chart as of January 17, 2026 [10][14] - The report notes that the user base for mini-games has surpassed 100 million, with a significant increase in both daily active users (DAU) and monthly active users (MAU) [32] - The report indicates that the overall investment in mini-games has reached 1.44 billion CNY per day, with a notable increase in the number of games launched [32] AI Application Developments - The "千问" app has achieved over 100 million monthly active users within two months of launch, integrating with Alibaba's ecosystem to enhance user experience [29] - Google has partnered with Walmart to introduce AI shopping features, allowing consumers to search and purchase products directly through AI interfaces [29] Gaming Sector Performance - The report emphasizes the strong performance of new games during the holiday season, with several titles expected to exceed revenue expectations [4] - Companies like 心动公司 and 三七互娱 are highlighted for their successful game launches and anticipated performance during peak seasons [4][32]

Group 1 - The report highlights that the volatility in the Chinese market is expected to drive short-term thematic growth while also indicating a long-term style shift [2][3] - The report notes that the recent cooling of inflation in the U.S. provides a moderate but not overwhelming space for the Federal Reserve's policy adjustments [3][8] - It emphasizes the potential for the Chinese market to undergo a significant long-term style shift during the release of overseas risks, alongside a continued substantial appreciation of the Renminbi [3][4] Group 2 - The semiconductor sector is viewed positively in the short term, with a specific focus on the storage segment due to emerging supply-demand contradictions [3][27] - Long-term investment opportunities are identified in insurance, central state-owned enterprise dividends, anti-involution industries, Chinese concept internet companies, and military trade [3][4] - The report indicates that the technology sector has shown significant gains, while financial real estate and consumer sectors have experienced deeper declines [19][24] Group 3 - The report mentions that the A-share market has seen a notable performance from the Sci-Tech 50 index, which rose by 2.58%, while the Shanghai Composite Index fell by 0.45% [12][19] - It points out that the external capital index positions have weakened, with net short positions expanding [35][36] - Upcoming focus will be on U.S. PCE inflation data and Chinese economic indicators [38]

转自：东南财金 在宁波数智巢产业园的一间办公室里，有一家仅有2位员工的科技公司——宁波钧奕智能科技有限公司（以下简称钧奕智能）。这里没有喧闹的气氛和频 繁的会议，只有服务器运转的低鸣和敲击键盘的声音。 出人意料的是，正是这家名不见经传的微型企业的创始人，在2025年带领央企AI团队获得招投标垂类AI大模型第二名、2025年人工智能应用大赛（采购 与供应链赛道）金奖等多个奖项。 如何在AI时代，打造出一家输出算法服务的"二人公司"？钧奕智能创始人吴大钧自有"轻量化创业"的生意经。 吴大钧的工作场景 记者 严瑾/摄（下同） 从应用开发者到算法供应商 吴大钧是一位"75后"，老家在青岛。1997年，他从浙江大学毕业后来到宁波，曾在敏实集团、菲仕技术等制造业企业担任高管。但这位"技术宅"并不安 于"舒适区"，2024年，他怀着对技术的热爱，开启创业之路。 这一年，AI大模型席卷千行百业，吴大钧敏锐地捕捉这一趋势，尝试为外贸企业开发一键生成产品创意的AIGC（人工智能生成内容）应用。然而，随着 百度、阿里等科技巨头陆续开放工具，用AI生成一张电商图片的门槛，正以肉眼可见的速度消失。 让千行百业"开箱即用" 2025年， ...

Core Insights - The article discusses the transformation of visual design in e-commerce through AI technology, emphasizing the need for designers to adapt to commercial demands and enhance their skills to meet the challenges of the smart e-commerce era [1] Group 1: Design as a Service - The concept of "Design as a Service" has been established to focus on how design can drive business value, moving beyond traditional roles of designers as mere executors [3] - Designers are now seen as key players in maximizing brand value through visual elements such as image presentation, layout, and brand aesthetics [3] Group 2: User-Centric Visual Experience - The core principle driving growth in e-commerce visual marketing is a user-centric approach, which includes five key aspects: shooting style, store design, main images and product detail pages, live broadcast visuals, and product feature exploration [3][5] - The first aspect focuses on the sensory experience of images, while the second emphasizes optimizing store layouts for better user interaction [3] Group 3: Role of AIGC in Design - AIGC is viewed as a creative partner rather than just an efficiency tool, significantly reducing the time required for product launches from 15 days to 7 days and replacing 30%-40% of traditional shooting tasks [5] - This technology allows designers to focus on core creative tasks rather than repetitive execution, enhancing their role in the design process [5] Group 4: Future of Visual Experience - The future of visual experience in fashion e-commerce is expected to evolve towards immersive experiences through digital technologies, such as virtual influencers and 3D visualizations [5] - These advancements aim to address the "screen barrier" by providing users with a more realistic perception of products [5] Group 5: Skills for New Designers - Key skills for the new generation of visual marketing designers include the ability to interpret user needs, project management, team collaboration, and continuous innovation [6] - Understanding user scenarios and maintaining effective communication across departments are highlighted as essential for success in the industry [6]

Group 1 - Wentech Technology's subsidiary in India is involved in a dispute with Luxshare's subsidiary over an asset transaction, with approximately 160 million yuan remaining unpaid [2] - Luxshare Precision announced that the asset transfer is hindered due to asset seizures and freezes, preventing ownership transfer procedures [2] - Wentech is divesting its product integration business, which has faced years of losses, and has been placed on the U.S. Entity List, affecting its ability to secure new orders [2] Group 2 - Midea Group's chairman emphasized the need to eliminate redundant businesses and low-efficiency assets, aiming for a streamlined organization and a focus on core markets and businesses by 2026 [3] - The company plans to enhance its core white goods and HVAC businesses while targeting growth in robotics, new energy, and medical sectors [3] Group 3 - Qianwen App has integrated with Alibaba's ecosystem, allowing users to order food, book hotels, and purchase tickets directly through the app, enhancing AI shopping experiences [4] - This move signifies Alibaba's strategy to leverage its ecosystem in the AI ToC market, emphasizing collaboration and payment integration with Alipay [4] Group 4 - Xunlei has filed a civil lawsuit against former CEO Chen Lei, seeking 200 million yuan for damages related to a shadow company allegedly controlled by him [5][6] - This lawsuit marks a new phase in a long-standing dispute that began in 2020, highlighting internal conflicts and power struggles within the company [6] Group 5 - Perfect World announced the detention of three art department heads for corruption, focusing on issues related to outsourcing and procurement management [7] - The company is part of a broader trend in the gaming industry, where marketing and procurement roles have been identified as high-risk areas for corruption [7] Group 6 - The World Economic Forum has recognized several Chinese companies, including Hisense, Haier, and Midea, as "lighthouse factories" for their digital transformation efforts [8] - This recognition reflects the increasing global acknowledgment of China's advancements in smart manufacturing [8] Group 7 - Aishi Technology launched PixVerse R1, a real-time world model capable of 1080P resolution, marking a significant advancement in video generation technology [9] - This model reduces video generation latency from seconds to instant response, representing a shift towards real-time interactive experiences in the AIGC field [9]

Group 1 - Wentai Technology announced a dispute regarding the transaction of its Indian assets with Luxshare's subsidiary, with a remaining payment of approximately 160 million yuan yet to be received [1] - Luxshare stated that the delivery of the assets is restricted due to issues such as asset seizure and freezing, preventing the transfer of ownership [1] - Wentai is divesting its product integration business, which has faced years of losses, and is listed on the U.S. Commerce Department's entity list, affecting its ability to secure new orders [1] Group 2 - Midea Group's chairman, Fang Hongbo, emphasized the need to streamline redundant businesses and low-efficiency assets, aiming for a focus on core markets and businesses by 2026 [2][3] - The company plans to enhance its core white goods and HVAC businesses while also targeting growth in robotics, new energy, and medical sectors [3] Group 3 - Qianwen App announced full integration with Alibaba's ecosystem, allowing users to order food, book hotels, and purchase tickets directly through the app, enhancing AI shopping experiences [4] - This move signifies Alibaba's strategy to leverage its ecosystem in the AI ToC market, emphasizing collaboration and payment integration with Alipay [4] Group 4 - Xunlei has filed a civil lawsuit against former CEO Chen Lei, seeking 200 million yuan for damages related to alleged misconduct and a hidden interest transfer scheme involving a company controlled by Chen [5][6] - This lawsuit marks a new phase in a long-standing internal conflict that began over five years ago, highlighting ongoing governance issues within the company [6] Group 5 - Perfect World reported that three art-related executives were detained for corruption, focusing on issues in art outsourcing and procurement management [7] - The gaming industry has seen similar corruption issues, with other companies like Tencent and NetEase also addressing such problems [7] Group 6 - The "Dead or Alive" app was removed from the Apple App Store just six days after reaching the top of the paid app charts, with the founder yet to comment on the reasons for removal [8] - Investors noted that while the app resonated with social sentiments, its current form may not support long-term viability unless it evolves into deeper applications [8] Group 7 - The World Economic Forum announced a new batch of "Lighthouse Factories," with Hisense, Haier, and Midea recognized for their digital transformation efforts [9] - This recognition reflects the increasing global acknowledgment of China's advancements in smart manufacturing [9] Group 8 - Aishi Technology launched PixVerse R1, a real-time world model capable of 1080P resolution, marking a significant advancement in video generation technology [10] - This model reduces video generation latency from seconds to instant response, representing a shift towards real-time interactive experiences in the AIGC field [10]

Group 1 - Musk's "Colossus 2" supercomputer for Grok has been launched, marking the world's first gigawatt-level training cluster, with an upgrade to 1.5 gigawatts planned for April [2] - Musk is seeking compensation from OpenAI and Microsoft ranging from $79 billion to $134 billion, claiming that OpenAI has deviated from its non-profit mission and engaged in fraud by partnering with Microsoft [2] - JD Health has launched an AI product called "Zhi Yi," designed for doctors, which integrates millions of authoritative medical literature and guidelines to enhance clinical decision-making and research quality [2] Group 2 - OpenAI plans to test targeted advertising within the ChatGPT application for U.S. users, marking a significant shift in its revenue generation strategy ahead of a potential IPO [2]

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