每经记者｜丁舟洋 每经编辑｜唐元 近日，成都推出数字文创产业"政策包"，针对游戏电竞、影视、科幻产业以及数字文创初创企业分类制定支持举措，编制了系列产业政策。具体来看，《成 都市促进影视产业发展的若干政策》（以下简称《政策》）提出17条政策举措，聚焦剧本创作、拍摄制作、发行放映、影视科技创新、园区建设、拍摄服 务、办节办展办会等关键环节，给予"真金白银"的精准支持。比如在创作生产阶段，对精品项目最高给予超2100万元扶持。 "《政策》涵盖了产业链的方方面面，从创作源头到孵化拍摄，包括项目的营销以及宣传发行、IP转化等都考虑到了。"成都天府宽窄文化传播有限公司董事 长、总经理赵斌对《每日经济新闻》记者表示，"这种引导式、陪跑陪练的细腻服务，会为影视企业与人才来蓉创新、创业提供更好的保障。" 全产业链细腻陪练 据了解，《政策》由四大章节、17条举措组成。第一章为鼓励影视精品创作生产；第二章为完善影视产业生态发展；第三章为做优做强动漫、科幻影视产 业；第四章为鼓励人才引进和培育。该政策涵盖院线电影、电视剧、网络剧、微短剧等影视全门类，全方位为企业发展壮大赋能，最大限度激发市场主体创 新动力。 全链条、体系化，是该政 ...

Core Insights - The first AIGC-produced sci-fi short drama based on the Nebula Award-winning work "When the Sun Falls" has gained significant attention on Douyin, showcasing the potential of AI in content creation and visual effects [1] - The success of this short drama highlights the evolution of Chinese sci-fi literature from niche to mainstream, driven by awards like the Global Chinese Science Fiction Nebula Award, which has recognized numerous outstanding works and authors over the past 16 years [1][2] - The integration of AIGC technology is revolutionizing the sci-fi film and television production landscape, allowing for more efficient and cost-effective creation of high-quality visual content [4][5] Industry Development - Chinese sci-fi literature has its roots in the late Qing and Republican eras, with early works paving the way for future narratives and themes [2] - The establishment of the Global Chinese Science Fiction Nebula Award in 2010 has significantly contributed to the recognition and proliferation of new generation authors, leading to a resurgence in interest in Chinese sci-fi, exemplified by the success of "The Three-Body Problem" [2] - AIGC technology has drastically reduced production time and costs, with the recent short drama being produced in just three months at less than one-fifth of traditional production costs [4][5] Market Trends - The Chinese sci-fi industry is experiencing unprecedented growth, with projections indicating total revenue will reach 108.96 billion yuan in 2024, marking two consecutive years of surpassing the 100 billion yuan threshold [6] - The rise of AI technology is not only enhancing literary creation but also expanding into audio production, leading to a diverse range of sci-fi content including novels, comics, and audio dramas [6] - The industry is evolving towards a more integrated ecosystem, focusing on discovering quality topics and maximizing the value of classic IPs through data analysis and cross-industry collaboration [6]

6条视频，涨粉1500万。 "心中之城"大概是有史以来涨粉最猛的影视号。 话题冲上热搜 这匹在4月9日才更新第一条视频的流量黑马，仅靠一部小众英剧《豺狼的日子》，用两个月时间在全网狂揽1600万粉丝，其中抖音粉丝超过1500万，新抖 数据显示其曾在3天内涨粉超过千万。 甚至，《豺狼的日子》这部去年上线的剧都被"心中之城"再次带火，登上了豆瓣近期热门欧洲剧榜第二位，大量新影评涌入，许多都是被解说视频安利而 来。 "心中之城"坦然回应了此事，他在账号简介中表示：不久前因个人原因离开就职8年的"毒舌电影"，知识和经验皆是从前司磨练出来的，就算分道扬镳也 与曾经的伙伴们在内容之路上互相激励，请大家一起"向前看"。 这波突然的泼天流量，也为"心中之城"带来许多争议，有人感叹他起号像喝水一样简单，也有人质疑是不是投流买营销，猜测声音不断。 对此，"心中之城"现身一条小红书讨论帖的评论区为自己发声："没有花一分钱投流，没有营销。"他说自己刚辞职3个月，一个人做账号，身上还有贷 款，"我拿什么钱投流？" 不少网友听着解说声音耳熟，才发现这是抖音近6000万粉丝影视大号"毒舌电影"曾经的旁白声。 新榜编辑部也好奇，"心中之城" ...

Group 1: Company Overview - Beijing Cultural is actively engaged in various film and television projects, including movies like "East Extreme Island," "Fengshen Part III," and "Angry Tiger," as well as TV series such as "Dark Night Light" and "Dream Chaser" [1] - The company is utilizing a remote format for its 2024 performance briefing, accessible to all investors via the Shenzhen Stock Exchange's "Interactive Easy" platform [1] Group 2: Project Updates - "Fengshen Part III" is currently in post-production, with the specific release date to be confirmed based on public announcement [2] - The company is exploring short drama production as part of its strategy to expand its business model and enhance operational performance [2]

内容概况：当前，中国影视行业正处于转型升级的关键期，呈现出多元化发展与结构性调整并行的态 势。内容生产上，主旋律电影与商业类型片深度融合，《长津湖》《流浪地球2》等片既传递家国情 怀，又实现工业化突破；剧集市场则向精品化转型，《漫长的季节》《三体》等作品凭借现实笔触与科 幻想象力收获口碑流量双赢。根据国家统计局数据显示，2024年，中国生产电视剧数量为115部，同比 下降26.28%；生产故事影片数量为612部，同比下降22.73%；生产科教、记录、动画和特种影片数量为 261部，同比增长45.81%。 相关上市企业：光线传媒（300251）、万达电影（002739）、中国电影（600977）、华策影视 （300133）、上海电影（601595）、横店影视（603103）、博纳影业（001330）、阿里影业 （01060）、猫眼娱乐（01896） 相关企业：中国电影股份有限公司、北京光线传媒股份有限公司、博纳影业集团股份有限公司、华谊兄 弟传媒股份有限公司、上海电影（集团）有限公司、万达电影股份有限公司、上海电影股份有限公司、 横店影视股份有限公司、北京文化股份有限公司、百纳千成股份有限公司、奥飞娱乐股份有限 ...

Core Viewpoint - The 21st China (Shenzhen) International Cultural Industries Fair has seen the release of a significant "policy package" aimed at boosting the cultural industry in Guangzhou, particularly in six sectors: film, performing arts, animation, online games, e-sports, and online audio-visual content. This package is expected to provide a clear blueprint for the future of Guangzhou's cultural industry [1]. Film Industry - The "policy package" includes initiatives to create a film industry belt around the Pearl River Delta, establish a creative topic database, and deepen cooperation in film production with Hong Kong and Macau. It aims to support the entire film industry chain from creation to distribution, injecting new vitality into Guangzhou's film sector [2]. - Guangzhou plans to enhance its film industry chain by consolidating resources for film creation, production, marketing, and distribution, with major projects like the Guangdong-Hong Kong-Macau Greater Bay Area Film Port and the 1978 Film Town [2]. - Upcoming films from Guangzhou include "Mr. Pingshi," set to release on August 15, and "Heroes of Sanyuanli," which presents a historical narrative of the region [2]. Performing Arts - The "policy package" outlines strategies for nurturing operating entities, expanding the "performing arts+" industry chain, and promoting resource sharing in the Greater Bay Area, positioning Guangzhou as an "International Performing Arts Capital" [4]. - In 2024, Guangzhou is set to approve 4,974 commercial performances, including 159 large-scale events with over 5,000 attendees, reflecting a robust performing arts market [4]. - The city will introduce measures to foster new performing arts spaces and enhance stage art creation, aiming to elevate the quality and diversity of performances [4]. Animation Industry - The animation sector's support policies in the "policy package" focus on building a dual-core highland between Guangzhou and Shenzhen, promoting original IP incubation and the digitalization of traditional culture [6]. - Guangzhou's animation industry boasts an annual output value exceeding 300 billion, accounting for about one-fifth of the national total, with over 200 animated films produced each year [6]. - Notable IPs like "Pleasant Goat and Big Big Wolf" and "Super Wings" are set for continued development, with a 20th-anniversary film expected to release this year [6][7]. International Collaboration - Guangzhou's local animation company, Yongsheng Animation, has been recognized as a key cultural export enterprise, with its IP "Pleasant Goat" included in the national cultural export project list [7]. - The company aims to leverage the "policy package" to enhance content creation and expand its international market presence through innovative IP development [7].

编剧陈宇认为，当前，国内电影产业面临诸多变化，如短视频影响下的大众审美的变化，AI电影等科 技发展带来的生产模式革新，观众和产业对电影创作者提出了更高的要求。电影创作者向外需要不断精 进技术与手段，向内要持续探索情感和心灵，让创作与时代和人民实现同频共振。 《哪吒之魔童闹海》总制片人王竞表示，中国拥有足够大的市场，也拥有日渐成熟的制作流程和类型丰 富的人才，需要把这些资源更好、更快地集中起来，创作出更好的内容，以真善美为标准，打造充满想 象力的动画作品。 山东省德州市乐陵市委副书记、宣传部部长王涛表示，中国电影的未来和繁荣既需要大城市用大制作、 高科技、国际化点燃灯塔，也需要在乐陵这样的小地方用真性情、烟火气、人情味点亮星光。要探 索"影视+旅游"新模式，实现影视拍摄到场地建设、旅游引流、综合收益的闭环经营，让场景营销与体 验经济有机结合。 "今年，以《哪吒之魔童闹海》《唐探1900》等为代表的春节档让电影市场充满希望，尤其是《哪吒之 魔童闹海》对中国电影今后在创作、市场、海外发行等方面的理念影响深远。"在2025文化强国建设高 峰论坛电影业高质量发展论坛上，中宣部电影局主持日常工作的副局长毛羽表示，要推动电 ...

Strategic Cooperation Progress - The company signed a cooperation framework agreement with the Suining China Dead Sea Tourism Resort Management Committee on December 2, 2024, to promote diversified development in the film and tourism sectors [1][4] - The agreement aims to leverage both parties' strengths to explore market opportunities and deepen collaboration in the cultural industry, promoting high-quality integration of regional tourism, culture, and film industries [1][4] Project Cooperation Agreement - A project cooperation agreement was signed on May 28, 2025, between the company's subsidiary, Chengdu Guangying Tianfu Film and Tourism Cultural Development Co., Ltd., and the Suining China Dead Sea Management Committee [1][2] - The agreement outlines the establishment of a project cooperation team and a joint meeting system to regularly discuss major issues related to the cooperation [5] Impact on the Company - The signing of the project cooperation agreement is expected to facilitate diversified development in the film industry in Daying County and enhance collaboration in the film and tourism sectors, aligning with the company's strategic development direction [6] - The agreement does not constitute a performance commitment, and the impact on the company's future operating performance remains uncertain, depending on the specific project's progress and implementation [6]

Core Viewpoint - The integration of AI technology in the film and media industry is transforming traditional production processes, enhancing efficiency and reducing costs while fostering a new ecosystem driven by both technology and art [1][2]. Group 1: AI Empowerment in Film Production - The film and cultural industry faces challenges of increasing demand for high-quality content and high production costs, which AI technology can address by streamlining various production stages [2]. - AI technology assists in scriptwriting, scene design, and post-production, significantly reducing the time and resources required for each phase [2][4]. - The introduction of AI has led to a 35% increase in multi-scene shooting efficiency, with virtual scene shooting time reduced from 2 hours to 20 minutes [4]. Group 2: Building an AI + Film Dual Industry Chain - The company aims to create a dual industry chain of "AI + Film," promoting intelligent transformation across the industry by collaborating with partners [4]. - The establishment of the AIGC audiovisual industry innovation center and content creation platform supports filmmakers and fosters collaboration among upstream and downstream enterprises [4]. - AI technology is applied in various areas such as virtual IP generation and visual art creation, enhancing production quality and reducing costs [4][6]. Group 3: Innovations in Content Creation - The collaboration between the company and a well-known film production company has resulted in high-quality, low-cost films, showcasing the effective application of AI in scriptwriting, scene design, and post-production [6]. - The AIGC audiovisual content creation platform provides independent creators and small production teams with accessible tools, lowering barriers to entry and stimulating innovation within the industry [6]. - The ongoing development of AI technology promises broader applications in the film and cultural industry, with the company positioned as a leader in this integration [6].

Core Viewpoint - TVB is facing significant challenges as it transitions from a period of prosperity to decline, with its traditional programming losing influence and viewership, leading to a search for new revenue streams such as group broadcasting [4][14]. Group 1: TVB's Current Situation - TVB has experienced a continuous decline in profitability since 2014, culminating in a loss of HKD 4.91 billion in 2024, marking seven consecutive years of losses [4][11]. - The company has attempted various self-rescue strategies, including partnerships with mainland Chinese platforms and the introduction of new programming formats [4][6]. - Despite some successes in collaboration with mainland platforms, the overall impact on TVB's core business remains limited, and the influence of Hong Kong dramas continues to wane [6][10]. Group 2: Group Broadcasting as a Strategy - Group broadcasting, a new form of live streaming featuring multiple hosts, is being explored by TVB as a potential revenue source, leveraging the popularity of its veteran actors [8][10]. - While group broadcasting has attracted attention and generated viewer engagement, it risks damaging the actors' reputations and does not address the fundamental issues facing TVB's traditional programming [10][12]. Group 3: Future Outlook - TVB is optimistic about the potential for recovery in 2025, projecting a significant increase in EBITDA compared to 2024, with hopes of returning to profitability [11][12]. - However, the company faces several challenges, including a weak advertising market, underperformance of its OTT streaming services, and uncertainty in the co-production market with mainland China [11][12][14]. - The success of TVB's recovery efforts will largely depend on the performance of its co-produced dramas and the ability to regain its competitive edge in content production [14].