在数实融合领域，谢斐也提出了极具前瞻性的关键见解。她认为，在推动游戏从线上延伸到线下这条路 上，纠结短期财务回报是无解题，不如把这种探索转化为企业被信任的价值资产，而这种责任与利益的 长期共生，最终会让企业既能收获政策红利与品牌认同，更能开辟全新的增长曲线，走出兼具商业价值 与社会意义的长远之路。 然而，产业高速发展的背后，多重挑战仍在制约行业高质量进阶。全球市场地缘政治波动、消费需求变 化等不确定性因素持续增强，游戏赋能新质生产力与数实融合尚未找到可持续的商业平衡点。面对行业 发展的复杂命题，头部企业的探索与担当至关重要。在2025游戏产业年会上，世纪华通总裁谢斐发表 《以长期主义的实践，向挑战作答》主题演讲，鲜明提出以长期主义的确定性来回答新时代的多重挑 战，并提出聚焦游戏出海，持续拓宽全球市场边界；以AI技术赋能产业新质生产力，激活创新动能； 依托游戏技术外溢效应，深化数实融合实践，为游戏产业高质量发展提供破局路径。 出海领域，谢斐提出应秉持共赢思维。中国游戏出海的本质，从来不是单纯赚取海外利润、挤压海外企 业生存空间，而是将中华文化蕴含的快乐、善意和智慧带给世界玩家。这既是全球化背景下的共赢选 择，更 ...

Core Insights - The "Game+" forum held in Shanghai aims to explore the dual value of gaming in driving industry innovation and fulfilling social responsibility [1] - The gaming industry is increasingly integrating into various sectors such as healthcare, cultural tourism, and education, becoming a bridge between technology and culture [1] Group 1: Industry Trends - The "Game+" concept is creating new consumption scenarios, transforming cities into "open worlds" for exploration and experience [3] - MiHoYo's initiatives in Shanghai, including the "元界" district and various events, have attracted significant attendance, indicating the potential of digital IP as a new urban infrastructure [3] - The report on the digital activation of intangible cultural heritage highlights three dimensions: character, environment, and action, showcasing how gaming can enhance cultural engagement [5] Group 2: Technological Integration - Unity China is developing tools for various industries, including automotive and smart cities, facilitating the integration of gaming technology into these sectors [7] - AI technology is being leveraged to enhance game development efficiency, with significant reductions in development cycles reported [9] Group 3: Health and Wellness Applications - Tencent's "Brain Training" game targets mild cognitive impairment, achieving a 98% completion rate in clinical trials, indicating the potential for gaming in health interventions [12] - A new tabletop game designed for social psychological healing aims to address common mental health issues among youth through structured interaction [14] Group 4: Sustainability and Social Responsibility - The gaming industry is expanding its value boundaries by promoting sustainable development through initiatives like "SDG Hero" and the Game For Good platform [16] - The "Green Game Jam" project encourages developers to create engaging content that promotes environmental action among players [20] - Games are evolving from mere content carriers to catalysts for social goodwill and environmental action, as demonstrated by various case studies [22]

Core Viewpoint - Tianyima (301178) is actively supporting the national "expand domestic demand" strategy through its self-developed digital technology platform, focusing on the textile and apparel industry for digital transformation [1] Group 1: Digital Transformation Initiatives - In May 2024, Tianyima was selected as one of the first digital traction units and is the only industry chain traction enterprise in the textile and apparel sector [1] - The company provides in-depth digital solutions for multiple textile, apparel, and fashion trade enterprises, including intelligent production systems for real-time monitoring and flexible production scheduling [1] - Tianyima also offers smart warehousing and supply chain management platforms to accurately control production progress, aiding enterprises in achieving full-chain digital transformation [1] Group 2: Focus on Health and Food Industries - Recently, Tianyima was selected as a second batch digital traction unit, focusing on the digital transformation of the health and modern food industries [1] - The company aims to enhance operational efficiency, accurately meet market demands, and improve the digital capabilities of products in circulation and consumption [1] - Tianyima plans to deepen its digital empowerment in the consumer goods manufacturing and distribution sectors, promoting the "integration of digital and real" in traditional industries to contribute to a high-quality domestic demand system [1]

Core Viewpoint - Tianyima (301178.SZ) is leveraging its self-developed digital technology platform to actively support the implementation of the national "expand domestic demand" strategy in the industrial sector [1] Group 1: Digital Transformation Initiatives - In May 2024, Tianyima was selected as one of the first digital traction units and is the only industry chain traction enterprise in the textile and apparel sector, fully advancing digital transformation efforts [1] - The company has provided in-depth digital solutions for multiple textile, apparel, and fashion trade enterprises, focusing on intelligent production systems that enable real-time monitoring of all processes and flexible production scheduling [1] - Additionally, Tianyima offers smart warehousing and supply chain management platforms to accurately control production progress, assisting enterprises in achieving comprehensive digital transformation across the entire supply chain [1] Group 2: Future Focus and Industry Impact - Recently, the company was successfully included in the second batch of digital traction units, with a focus on the digital transformation of the health and modern food industries, enhancing operational efficiency and aligning closely with market demands [1] - Tianyima aims to strengthen the digital capabilities of products in circulation and consumption, effectively responding to the "expand domestic demand" policy orientation [1] - The company plans to continue deepening its digital empowerment in the consumer goods manufacturing and distribution sectors, promoting the "integration of digital and real" in more traditional industries, contributing to the establishment of a high-quality domestic demand system [1]

商报记者 汪株燚 2019年，为推动经济结构优化、动能转换，杭州启动实施"新制造业计划"，开启数字经济与制造业"双 轮驱动"的新征程。 钱江潮涌，奔腾不息。近日，国内首个海上回收复用火箭基地正式落户钱塘区前进智造园。作为北京箭 元科技的生产基地，杭州箭元航天科技（000901）有限公司将承担起中大型液体运载火箭的总装、总测 及回收复用等任务。预计最快明年年底，首枚可复用火箭"钱塘箭"将迎来首飞。这为杭州建设"296X"先 进制造业集群又增添了一支硬核力量。 近年来，杭州着眼于加快发展先进制造业。在10月17日召开的全市科技创新和产业创新深度融合推进制 造业高质量发展大会上，杭州首次提出打造"296X"先进制造业集群。这个全新的概念，是杭州立足自 身产业基础，锚定建设全球先进制造业基地的目标，牢牢把握"两新"深度融合这一关键路径，以此构筑 我市发展特色现代化产业集群的"四梁八柱"，奋力开创制造业高质量发展的新局面。 而航空航天，正是"296X"中重点布局的六大未来产业之一。 一以贯之 剑指全球先进制造业基地 杭州以西湖闻名，因数字而兴，而制造业始终是杭州经济发展的重要底色。 今年以来，杭州制造业创新成果频传：蝉 ...

Core Insights - Jinan's Laiwu District is focusing on becoming an advanced manufacturing center in the Yellow River Basin and a sub-center city, utilizing market-oriented reforms to stimulate regional development [1] Group 1: Land Resource Management - The district adheres to the principle of "protection first, intensive use," implementing a combination of strict red line policies, revitalizing existing land, and standard land supply [2] - During the 14th Five-Year Plan, a total of 302 land supply projects covering 25,464 acres were completed, generating revenue of 10.1 billion [2] - The district has established a lifecycle management mechanism for idle land, resolving 27 cases of idle land covering 1,636 acres over the past five years [2] Group 2: Talent and Innovation - A system focusing on "employment first, skills training, and entrepreneurship empowerment" has been developed to enhance innovation [3] - The district has conducted targeted skills training for 116,000 individuals, resulting in 43,300 new urban jobs and attracting over 20,000 young talents [3] - A comprehensive R&D platform has been established, including various national and provincial innovation centers, to support industrial upgrades [3] Group 3: Financial Services - A financial service system has been established to connect capital with the real economy, involving financial specialists and government-enterprise cooperation [4] - The district has conducted 2,732 enterprise visits, resulting in 944 credit agreements and financing projects totaling 20.476 billion [4] - Over 14,000 enterprises and individual businesses have received loans exceeding 2.6 billion [4] Group 4: Data Resource Management - The district is focusing on data as a new production factor, establishing a comprehensive management system to convert data resources into assets [6] - A total of 4,776 5G base stations have been built, achieving a 95% coverage rate in administrative villages, facilitating data flow [6] - The district has initiated digital transformation projects across 327 industrial enterprises, achieving a coverage rate of over 75% [6]

Group 1 - The core viewpoint emphasizes the importance of integrating digital economy with the real economy, as highlighted in the recent guidelines from the Central Committee of the Communist Party of China [1] - Jiangsu province is recognized for its leading position in digital economy scale and quality, aiming to become the "first province in digital and real economy integration" [1][6] - Suqian city serves as a model for transforming traditional agriculture into a thriving e-commerce hub, showcasing the vitality of the digital economy in lower-tier markets [1][2] Group 2 - Suqian's digital economy is characterized by significant growth, with a compound annual growth rate exceeding 30% for a local pet supplies company, reflecting a successful transition from traditional manufacturing to digital branding [2] - The city has established itself as an "e-commerce city," with over 30,000 e-commerce enterprises and 132,000 active online stores, projecting an e-commerce transaction volume of 280 billion yuan in 2024 [2] - The presence of major players like JD.com has catalyzed the digital transformation of Suqian, leading to the establishment of multiple e-commerce demonstration bases and a workforce of 600,000 in related sectors [2][3] Group 3 - Suqian's e-commerce economy is rooted in local industry advantages, with a focus on developing an "e-commerce + industry belt" to enhance its foundational strengths [3] - The city is transitioning from an e-commerce hub to a smart city, with a focus on integrating digital technologies such as artificial intelligence and data collection into its core industries [4] - Suqian has become a leading center for data annotation in East China, with 15 data annotation companies and a projected revenue of 1.2 billion yuan by 2025 [4] Group 4 - Jiangsu province's digital economy has surpassed 5 trillion yuan, with core industries contributing 1.45 trillion yuan, accounting for 11.4% of the regional GDP [6] - The provincial government has outlined a three-year action plan aiming for a significant increase in the value added by digital economy core industries to 1.8 trillion yuan by 2027 [6] - The focus is on enhancing the digital transformation of manufacturing, promoting cloud computing and industrial internet platforms, and fostering innovation through collaboration in the Yangtze River Delta region [6]

Group 1 - The core idea of the article highlights the significant progress made in the construction of Digital China over the past decade, emphasizing the integration of digital technology into various sectors and its impact on economic development [1][4] - The value added by the core industries of the digital economy has increased from 6.8% of GDP in 2015 to 10.4% in 2024, demonstrating the strong momentum for high-quality economic growth [1] - The total number of 5G base stations in China is projected to reach 4.705 million by September 2025, supporting the digital lives of 1.123 billion internet users [1] Group 2 - The computing power scale in China has seen an average growth rate of approximately 30% over the past five years, with a projected total computing power of 280 EFLOPS by the end of 2024, placing it among the top globally [3] - The digital transformation in the manufacturing sector has led to the establishment of over 35,000 basic-level and more than 7,000 advanced-level smart factories, resulting in significant improvements in product development cycles, production efficiency, and reductions in defect rates and carbon emissions [3] - The rural e-commerce retail sales are expected to reach 2.56 trillion yuan in 2024, an increase of 770 billion yuan compared to 2020, indicating the revitalization of the agricultural sector through digital innovation [3] Group 3 - The digital upgrade in the public welfare sector has positively impacted over 600 million people through cross-province medical settlement services, and remote medical services now cover all cities and counties [4] - China has become the largest holder of artificial intelligence patents globally, accounting for 60% of the total, showcasing its strong technological capabilities in AI [4] - The construction of Digital China has evolved from concept to practice, extending from urban areas to rural regions, contributing to global digital transformation with Chinese wisdom [4]

Core Insights - JD Industrial's listing on the Hong Kong Stock Exchange marks the sixth publicly listed company in the JD ecosystem, highlighting JD's deep involvement in the supply chain and its focus on B2B opportunities [2][3] - The listing reflects the significant potential for transformation and upgrading within China's supply chain and industrial sectors, especially as the consumer market matures [2][6] - JD Industrial is recognized as a "hidden unicorn," emphasizing its strong B2B customer base and the growth potential it represents for investors [2][3] Group 1: JD's Deep Supply Chain and Industry Layout - JD has made extensive investments and deepened its connections within the supply chain and industry, which is evident in its ability to empower B2B clients [2][3] - The strong relationships with B2B customers provide a substantial growth opportunity, showcasing the potential of the B2B market [3][5] - JD's focus on integrating technology and finance into its supply chain strategy differentiates it from competitors [3][6] Group 2: Digital Transformation and Smart Upgrading - JD's commitment to digital transformation is crucial for assisting B2B clients in their upgrades, leveraging technologies like AI, big data, and cloud computing [4][5] - The successful implementation of digital solutions is seen as a key factor for sustained growth in the B2B sector [4][5] - JD's deep exploration in digitalization allows it to maintain continuous engagement with B2B users, facilitating their transformation [4][5] Group 3: Evolution of Business Model - JD is transitioning from a consumer-driven model to a more B2B-focused approach, unlocking greater development potential [6][7] - The shift involves moving away from merely connecting C-end and B-end users to providing deep empowerment at the industry level [6][7] - This transformation signifies a broader shift from the consumer internet era to the industrial internet era, marking a significant evolution in JD's business strategy [6][7]

Core Viewpoint - The significance of JD Industrial's IPO lies not only in it being the sixth listed company of JD Group but also in its innovative approach to the industrial sector, demonstrating that internet companies can effectively engage in industrial operations [1][2]. Group 1: Business Model and Financial Performance - JD Industrial has entered a profitable phase in 2023, projecting a profit of 760 million yuan for 2024, with 450 million yuan earned in the first half of the current year [1]. - The company offers a comprehensive supply chain solution called "Taipu," which standardizes and digitizes non-standard industrial products, addressing the issue of inconsistent data and supply chain inefficiencies [1][2]. Group 2: Technological Integration and Supply Chain Efficiency - JD Industrial utilizes AI to capture the expertise of experienced workers, enabling simple searches and smart recommendations that reduce procurement management costs [2]. - The company has streamlined the supply chain by building warehouses directly at manufacturing sites, predicting inventory needs, and thus lowering inventory costs [2]. Group 3: Market Reach and Strategic Positioning - JD Industrial serves over 11,000 key clients, including 60% of China's Fortune 500 companies, and aims to capture additional market share from these companies [2]. - The business model is expanding internationally, replicating its efficient supply chain capabilities from Indonesia to Brazil, while also exporting Chinese goods [2]. Group 4: Industry Insights - The market for cost reduction and efficiency improvement in China's industrial supply chain is estimated to be worth trillions, indicating significant potential for growth, albeit with challenges [2].