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2025年中国数字文娱大会探讨AI时代的产业趋势
Xin Lang Cai Jing· 2025-12-22 13:12
中国青年报客户端讯(罗政 中青报·中青网记者 林洁)12月18日—20日,2025年中国数字文娱大会在广 州市天河区举行。此次大会以"新技术 新模式 新业态"为主题,采用"一会一展一嘉年华"模式,探讨AI 时代数字文娱产业趋势、技术创新与发展机遇。 现场,《中国文娱产业AI应用发展报告》(以下简称《报告》)发布,系统阐述了数字文娱的内涵与 核心要素。《报告》指出,以AI为典型的新技术正从底层重构文娱产业的生产方式和消费体验,数字 文娱市场结构正朝着"短视频主导、短剧崛起、传统赛道收缩"的方向演变,但优质内容始终是核心竞争 力。 人亮相2025数字文娱大会。罗政/摄 2024年,中国数字文娱市场规模已达到1.75万亿元,持续保持增长态势,短视频用户占比93.6%,短 剧、虚拟娱乐等新兴赛道增长显著。 各种机器 文娱大会现场。主办方供图 2025数字 大会期间,一批重大项目签约落地。《广州市天河区促进文化产业园区和游戏电竞产业高质量发展的若 干政策措施》《广州市天河区促进文旅体产业高质量发展的若干政策措施》发布,通过精准扶持,推动 数字技术与文娱产业深度融合、创新发展。 来源:中国青年报客户端 在《报告》发布的" ...
瑞芯微涨2.00%,成交额5.19亿元,主力资金净流入2858.87万元
Xin Lang Cai Jing· 2025-12-22 03:41
12月22日,瑞芯微盘中上涨2.00%,截至11:16,报176.57元/股,成交5.19亿元,换手率0.70%,总市值 743.24亿元。 资金流向方面,主力资金净流入2858.87万元,特大单买入3505.58万元,占比6.76%,卖出4164.71万 元,占比8.03%;大单买入1.43亿元,占比27.52%,卖出1.08亿元,占比20.74%。 瑞芯微今年以来股价涨61.75%,近5个交易日跌1.99%,近20日涨3.66%,近60日跌17.98%。 今年以来瑞芯微已经6次登上龙虎榜,最近一次登上龙虎榜为8月28日。 资料显示,瑞芯微电子股份有限公司位于福建省福州市鼓楼区铜盘路软件大道89号软件园A区18,20,21 号楼,成立日期2001年11月25日,上市日期2020年2月7日,公司主营业务涉及大规模集成电路及应用方 案的设计、开发和销售。主营业务收入构成为:智能应用处理器芯片90.25%,数模混合芯片7.39%,其 他芯片2.04%,技术服务及其他0.32%。 瑞芯微所属申万行业为:电子-半导体-数字芯片设计。所属概念板块包括:AI玩具、端侧AI、NPU、虚 拟现实、SOC芯片等。 截至9月30 ...
恺英网络跌2.17%,成交额2.28亿元,主力资金净流出3744.56万元
Xin Lang Cai Jing· 2025-12-22 02:06
截至12月10日,恺英网络股东户数8.40万,较上期减少0.41%;人均流通股22495股,较上期增加 0.41%。2025年1月-9月,恺英网络实现营业收入40.75亿元,同比增长3.75%;归母净利润15.83亿元,同 比增长23.70%。 分红方面,恺英网络A股上市后累计派现12.12亿元。近三年,累计派现8.52亿元。 资金流向方面,主力资金净流出3744.56万元,特大单买入418.54万元,占比1.83%,卖出1901.42万元, 占比8.33%;大单买入3375.81万元,占比14.78%,卖出5637.49万元,占比24.69%。 恺英网络今年以来股价涨63.14%,近5个交易日涨1.66%,近20日涨3.09%,近60日跌17.76%。 资料显示,恺英网络股份有限公司位于上海市浦东新区耀华路899号世博耀华商务中心A座15层,成立 日期2000年1月3日,上市日期2010年12月7日,公司主营业务涉及1)游戏业务:手游与页游等精品娱乐内 容的研发、运营及发行;(2)平台业务:网页游戏平台、移动应用分发平台的运营。主营业务收入构成为: 移动游戏73.03%,信息服务25.47%,网页游戏1.5 ...
着眼高质量发展 培育旅游业新质生产力
Zheng Quan Shi Bao· 2025-12-21 04:22
培育发展旅游业 我国旅游发展已步入快车道,形成了全球最大国内旅游市场,是国际旅游最大客源国和主要目的 地。"十五五"时期将是着力完善现代旅游业体系、建设旅游强国的关键阶段,应将培育新质生产力作为 推动旅游业发展的关键切入点和重要抓手。 新质生产力的意义 作为消费升级的重要领域,旅游业提质扩容能有效促进内需增长;作为吸纳大量劳动力的产业,质量效 益提升有助于稳定就业;作为绿色产业重要组成部分,其创新发展对生态文明建设具有积极意义。 与其他产业相比,旅游业所面对的游客既是需求主体,又在体验过程中直接成为旅游产品或服务的组成 部分。这种双重属性使得旅游产业中的劳动者、劳动资料和劳动对象都具有密切的互动关系。 从新质生产力的构成要素看,旅游业的发展与其呈现出相互促进的良性循环。一方面,科技进步为旅游 业注入新动能,大数据分析帮助精准把握游客偏好,虚拟现实技术创造沉浸式体验,智慧旅游系统提升 管理效率。另一方面,旅游业又不断催生对新技术的需求,刺激相关领域的创新发展。 创新发展始终是培育旅游业新质生产力的核心驱动力。随着5G、人工智能(AI)等新技术的深度应用,旅 游业各组成部分和各环节的协同效率有望持续提升。 的重点 ...
瑞声科技入选“恒生港股通电子业主题指数”
Zhi Tong Cai Jing· 2025-12-19 06:57
Group 1 - The Hang Seng Index Company launched the Hang Seng Hong Kong Stock Connect Electronic Industry Theme Index, which reflects the performance of Hong Kong-listed companies related to the electronic industry, including semiconductors, telecommunications equipment, and IT devices [1] - The index consists of 40 stocks, which are the highest market capitalization companies that meet the electronic theme criteria, and it will be reviewed semi-annually with quarterly adjustments to weightings [1] - Component stocks include AAC Technologies, TCL Electronics, SMIC, Lenovo Group, and ZTE Corporation [1] Group 2 - AAC Technologies reported a revenue of 13.32 billion yuan for the first half of 2025, representing an 18.4% year-on-year increase, and a net profit of 876 million yuan, which is a significant increase of 63.1% year-on-year [1] - The company invests 7%-10% of its revenue in R&D annually, with R&D centers located in 19 countries and regions, and has accumulated over 18,000 global patent applications [1] - AAC Technologies is actively expanding into various industries, including smartphones, smart cars, AI infrastructure, virtual reality, augmented reality, and smart home technologies [1] Group 3 - Following the acquisition of global waveguide leader Dispelix, AAC Technologies is set to mass-produce its next-generation AR products, with large-scale deliveries expected in 2026 [2] - The company's high-value core components, particularly waveguides, optical engines, and acoustics, are positioned to penetrate the Google/META supply chain, potentially unlocking value growth in the global high-end market [2]
龙旗科技跌2.00%,成交额1.96亿元,主力资金净流入327.11万元
Xin Lang Cai Jing· 2025-12-18 06:15
Core Viewpoint - Longqi Technology's stock has experienced fluctuations, with a year-to-date decline of 9.03% and a recent drop of 2.00% on December 18, 2023, indicating potential challenges in the market [1]. Financial Performance - For the period from January to September 2025, Longqi Technology reported a revenue of 31.332 billion yuan, representing a year-on-year decrease of 10.28%. However, the net profit attributable to shareholders increased by 17.74% to 507 million yuan [2]. - Cumulative cash dividends distributed by Longqi Technology since its A-share listing amount to 461 million yuan [3]. Stock Market Activity - As of December 18, 2023, Longqi Technology's stock price was 42.08 yuan per share, with a trading volume of 196 million yuan and a turnover rate of 1.73%. The total market capitalization stood at 19.792 billion yuan [1]. - The stock has seen a net inflow of main funds amounting to 3.271 million yuan, with significant buying and selling activities recorded [1]. Business Overview - Longqi Technology, established on October 27, 2004, is headquartered in Shanghai and specializes in the research, design, production, and comprehensive services of smart products. The main revenue sources include smartphones (70.44%), AIoT products (16.68%), tablets (9.55%), and other products (3.33%) [1]. - The company operates within the electronic industry, specifically in consumer electronics and components, and is involved in various concept sectors such as smartwatches, smart glasses, smart speakers, virtual reality, and consumer electronics [1].
影石创新跌2.00%,成交额2.03亿元,主力资金净流出1427.80万元
Xin Lang Cai Jing· 2025-12-18 06:10
Group 1 - The core viewpoint of the news is that YingShi Innovation's stock has experienced fluctuations, with a recent decline in price and significant trading activity, indicating potential investor concerns and market dynamics [1][2]. - As of December 18, YingShi Innovation's stock price was 239.11 yuan per share, with a market capitalization of 95.883 billion yuan. The stock has increased by 35.09% year-to-date but has seen a decline of 4.82% in the last five trading days [1]. - The company has been active in the stock market, appearing on the "龙虎榜" (a trading board for stocks with significant trading volume) six times this year, with the most recent appearance on August 28, where it recorded a net buy of -181 million yuan [1]. Group 2 - YingShi Innovation Technology Co., Ltd. was established on July 9, 2015, and is located in Shenzhen, Guangdong Province. The company specializes in the research, production, and sales of smart imaging devices, including panoramic and action cameras [2]. - The company's revenue composition includes 86.06% from consumer-grade smart imaging devices, 12.63% from accessories and other products, and 0.30% from professional-grade smart imaging devices [2]. - As of September 30, 2025, YingShi Innovation reported a revenue of 6.611 billion yuan and a net profit attributable to shareholders of 792 million yuan, reflecting a year-on-year decrease of 5.95% [2]. Group 3 - As of September 30, 2025, the top ten circulating shareholders of YingShi Innovation included several new institutional investors, such as Bosera Science and Technology Innovation Mixed Fund and Fortune Consumer Theme Mixed Fund, indicating growing institutional interest [3]. - The number of shareholders increased by 36.16% to 23,100, while the average circulating shares per person decreased by 26.56% to 1,318 shares [2].
水晶光电跌2.01%,成交额3.31亿元,主力资金净流出5306.53万元
Xin Lang Cai Jing· 2025-12-18 06:03
12月18日,水晶光电盘中下跌2.01%,截至13:38,报23.88元/股,成交3.31亿元,换手率1.01%,总市值 332.08亿元。 资金流向方面,主力资金净流出5306.53万元,特大单买入729.18万元,占比2.20%,卖出2444.46万元, 占比7.38%;大单买入7009.01万元,占比21.15%,卖出1.06亿元,占比31.99%。 水晶光电今年以来股价涨8.93%,近5个交易日跌0.91%,近20日涨3.51%,近60日跌13.48%。 水晶光电所属申万行业为:电子-光学光电子-光学元件。所属概念板块包括:增强现实、智能手表、智 能眼镜、虚拟现实、MR混合现实等。 截至9月30日,水晶光电股东户数12.47万,较上期减少4.10%;人均流通股10926股,较上期增加 4.54%。2025年1月-9月,水晶光电实现营业收入51.23亿元,同比增长8.78%;归母净利润9.83亿元,同 比增长14.13%。 分红方面,水晶光电A股上市后累计派现24.11亿元。近三年,累计派现12.39亿元。 机构持仓方面,截止2025年9月30日,水晶光电十大流通股东中,香港中央结算有限公司位居第二大流 ...
腾讯混元世界模型1.5发布 可生成实时交互的3D场景
Feng Huang Wang· 2025-12-17 07:27
凤凰网科技讯 12月17日,腾讯混元团队正式发布混元世界模型1.5(WorldPlay)。该模型支持通过文本 描述或单张图片生成可实时交互的3D场景,用户可通过键盘、鼠标或手柄在生成的世界中自由探索。 据悉,此次发布版本强调空间记忆能力,当用户在场景中移动并返回先前区域时,模型能保持三维结构 的前后一致性。模型支持以24帧/秒的速率生成720P视频流,并可将交互场景导出为3D点云复用。 腾讯宣布,此次同步开源了涵盖数据、训练与流式推理部署的实时世界模型全链路框架。技术报告公开 了包括重构记忆机制、长上下文蒸馏及基于3D奖励的强化学习后训练等模块的细节。该模型主要面向 AI游戏关卡生成、影视场景预览、虚拟现实及具身智能研究等场景。目前用户可通过官网申请体验。 ...
4K超高清、VR/AR引领风潮!山东开创广电视听与科技深度融合发展新局面
Qi Lu Wan Bao· 2025-12-17 03:51
Core Viewpoint - The Shandong provincial government is promoting high-quality development in broadcasting, television, and online audio-visual sectors during the 14th Five-Year Plan period, focusing on the integration of new technologies like 5G and AI to enhance content production and distribution [1][3]. Group 1: Technological Integration and Content Production - Shandong is advancing the integration of broadcasting and online audio-visual services with new technologies, leading to innovative content production methods [3]. - The province has implemented projects such as the broadcasting and online audio-visual boutique project and micro-short drama enhancement project, utilizing advanced technologies like 4K, AI, AR, VR, and 3D to create new forms of interactive and immersive dramas [3]. - Recent successful productions include the TV series "South Comes North," the documentary "Great River of the Continent," and the variety show "National Studies Little Masters," all meeting 4K ultra-high-definition standards [3]. Group 2: Distribution and Transmission Optimization - Shandong has made significant progress in establishing 4K ultra-high-definition channels, with the Shandong Satellite TV 4K channel successfully connecting to cable and IPTV networks across 31 provinces [4]. - The province has enhanced its 4K program production capabilities, with all new long dramas and key documentaries produced in 4K, and has restored 3,000 hours of old programs to enrich its ultra-high-definition content library [4]. - Initiatives to upgrade cable and IPTV networks for 4K/8K ultra-high-definition products are underway, promoting the adoption of ultra-high-definition television and devices [4]. Group 3: Expanding the Audio-Visual Industry Chain - Shandong is fostering a collaborative innovation ecosystem in the audio-visual industry by integrating culture and technology, supported by government policies and multi-departmental cooperation [5]. - The province has organized high-tech video innovation competitions and industry development weeks, showcasing over 200 new products and applications in ultra-high-definition, AI, and virtual reality technologies [5]. - Currently, Shandong has 153 broadcasting institutions and over 3,100 film production companies, with 234 large-scale audio-visual enterprises, forming a comprehensive end-to-end industry chain [5]. Group 4: Future Directions - The province plans to continue emphasizing technology empowerment and project leadership, increasing the supply of high-quality ultra-high-definition content across various genres [6]. - Efforts will focus on upgrading the entire industry chain, including content production, broadcasting systems, and terminal devices, to foster deeper integration of broadcasting and technology [6].