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朝阳涌新“潮”
Ren Min Ri Bao· 2025-09-27 21:54
与热门IP拍照互动、抢先入手限量版手办、体验特色美食……位于北京朝阳公园的泡泡玛特城市乐园, 凭借独特的IP魅力和沉浸式体验,吸引大量游客打卡,成为北京文商旅体融合消费的又一新地标。 "依托电竞赛事活动,我们将打造集二次元、潮玩、生活方式于一体的全新公园商业场景。""微博IN"场 馆市场部负责人赖蕴琪介绍,目前已有众多国内外品牌入驻,吸引近10万粉丝前来打卡。 从火爆全球的"拉布布",到新近出圈的"哇库库",潮玩是朝阳区文化产业一张亮丽的名片。"我们进军 潮玩产业,就是看好这里的'潮玩生态'。"量子之歌集团执行总裁、奇梦岛联合创始人施广强说,"在朝 阳,从产品设计到走向市场,齐全的要素能让'新人'少走弯路。" 习近平总书记指出,要推动文化产业高质量发展,健全现代文化产业体系和市场体系,推动各类文化市 场主体发展壮大,培育新型文化业态和文化消费模式,以高质量文化供给增强人们的文化获得感、幸福 感。 贯彻落实习近平总书记重要指示精神,北京朝阳区近年来发挥国家文化产业创新实验区优势,坚持"科 技赋能文化创新,文化赋能城市发展"。"以'潮'引领,用'新'驱动,不断探索文化产业发展的新方向、 新路径、新模式,推动'文旅 ...
计算机行业周报 20250922-20250926:摩尔线程IPO上会!阿里推出全新超节点、基础大模型-20250927
Shenwan Hongyuan Securities· 2025-09-27 13:03
行 业 及 产 业 计算机 2025 年 09 月 27 日 摩尔线程 IPO 上会!阿里推出全新 行 业 研 究 / 行 业 点 评 证 券 研 究 报 告 《华为全连接大会重点更新!AI 眼镜再迎 催化!——计算机行业周报 20250915- 20250919》 2025/09/20 《特斯拉"万亿薪酬"计划公布多项目 标!Infra 预期差再讨论!——计算机行业 周报 20250908-20250912》 2025/09/13 证券分析师 黄忠煌 A0230519110001 huangzh@swsresearch.com 洪依真 A0230519060003 hongyz@swsresearch.com 刘洋 A0230513050006 liuyang2@swsresearch.com 本期投资提示: ⚫ 本周周报要点:1)摩尔现场上市进度已更新为"上会",产品软件生态、产品架构、 集群组网等方面均有亮点,即将走向真正的规模化商业化;2)阿里发布磐久 128 超节 点服务器,采用单机柜无中背板正交架构,为国产超节点又一范式;3)阿里发布最新 系列模型,性能显著提升,货币化进一步推进。 请务必仔细阅读 ...
文投会闪现杭州:文化科技双向奔赴,长三角IP一键入湾
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-27 11:17
"粤港澳大湾区文投大会杭州推介座谈会之前,有一家文化企业通过同行推荐了解到这个活动。产业链 上企业相互推荐,说明粤港澳大湾区文投大会已逐渐形成文化品牌,在产业界中成为可落地的投资洽谈 平台。"阜博集团高级副总裁龚佳俊告诉21世纪经济报道记者。 此外,今年粤港澳大湾区文投大会议程更专业。为将"为项目找资金、为资金找项目"这一理念落到实 处,为期三天的大会将推出"1+8+N"系列活动,即1场文化产业投资主题大会、8场文化项目投融资路 演、N场文化产业投融资服务活动,全链条提升服务产投能力水平。 9月26日,2025粤港澳大湾区文化产业投资大会(简称"粤港澳大湾区文投大会")杭州推介座谈会在阜 博集团举办。 粤港澳大湾区文投大会由广东省委宣传部和有关部门指导,广东省粤港澳大湾区文化创意产业促进会牵 头主办,于2023年、2024年连续成功举办,持续促进文化、科技、金融的深度融合,助力大湾区文化产 业高质量发展。 今年粤港澳大湾区文投大会理念直接务实——为资金找项目、为项目找资金,"3+365"办会模式持续撮 合,聚焦"文化+科技"融合创新。 杭州岸墨影视传媒有限公司副总,AME影视计划联合创始人鲍彦希告诉21世纪经 ...
十年前的装机必备手游们,如今过得怎么样?| 玩点好的
3 6 Ke· 2025-09-27 08:56
Core Insights - The article discusses the evolution of mobile games from their early days to the current landscape, highlighting the shift in player expectations and technological advancements that have transformed the industry [1][46]. Group 1: Early Mobile Games - Early mobile games were characterized by simple gameplay, instant feedback, and low entry barriers, appealing to a wide audience including children and non-gamers [15][46]. - Popular genres included endless runner games like "Temple Run" and "Subway Surfers," which achieved significant download milestones, with "Temple Run" surpassing 1 billion downloads by 2014 [4][20]. - Puzzle games like "Angry Birds" and "Cut the Rope" also gained immense popularity, with "Angry Birds" reaching over 1 billion downloads early on [12][14]. Group 2: Challenges and Market Changes - The mobile gaming industry has faced challenges due to technological advancements and changing player demands, with players now seeking deeper, more immersive experiences [17][46]. - Casual games are increasingly competing with other forms of entertainment, such as short videos, which have begun to occupy the market space previously held by mobile games [17][18]. - Many early successful games struggle with monetization, facing issues like high user activity but low spending, leading to a need for sustainable business models [18][19]. Group 3: Success Stories and Longevity - Some games, like "Subway Surfers," have adapted successfully by continuously updating content and engaging with trends, achieving over 4 billion downloads by 2025 [19][20]. - "Happy Match" has maintained its relevance through consistent content updates and a focus on player experience, remaining in the top ranks of app stores for over a decade [24][27]. - The success of these games illustrates the importance of evolving beyond simple gameplay to become cultural symbols and ongoing services for players [19][24]. Group 4: Decline of Certain Titles - Games like "Temple Run" and "Endless Run" have seen declines due to a lack of innovation and failure to adapt to market changes, leading to reduced player engagement [29][31]. - Titles that relied heavily on monetization strategies, such as "天天酷跑," have lost their player base due to perceived unfairness in gameplay [29][31]. - Some games have exited the mainstream market entirely, unable to sustain player interest or innovate beyond their initial concepts [31][33]. Group 5: Future Opportunities - The rise of user-generated content (UGC) and community co-creation is becoming crucial for revitalizing classic IPs, as seen with "Plants vs. Zombies" [47][50]. - New technologies, such as AI-generated content, offer opportunities for smaller teams to create engaging experiences without high costs, addressing traditional challenges in content production [46][50]. - The industry is witnessing a trend towards lighter, more accessible games that cater to the fragmented attention spans of modern users, allowing classic gameplay to find new life [50][51].
暴走东京电玩展,Game Show也AI上了
量子位· 2025-09-27 07:00
Core Viewpoint - The article highlights the significant presence and influence of Chinese companies at the Tokyo Game Show (TGS), showcasing advancements in AI technology and its integration into the gaming industry [1][36]. Group 1: Chinese Companies at TGS - Major Chinese gaming companies such as NetEase, Tencent, and others have established impressive exhibition spaces, attracting numerous players [2][8]. - AI companies are also making their mark at TGS, demonstrating their capabilities and innovations in the gaming sector [8][10]. Group 2: AI Technology Showcase - Alibaba's booth prominently featured its open-source models, including Tongyi Qianwen and Tongyi Wanxiang, offering a range of commercial solutions from IaaS to SaaS [11][12]. - The Model Studio platform and AI development platform PAI were highlighted as part of Alibaba's offerings, indicating a strong push for AI integration in gaming [13][15]. Group 3: 3D Generation Technology - Tencent Cloud emphasized its cloud computing capabilities for game security and operations, while also discussing the potential of mixed reality 3D technology [21][22]. - VAST's Tripo, a leading open-source 3D generation project, is gaining attention from game developers both domestically and internationally [26][27]. Group 4: AI Applications in Gaming - HakkoAI, an AI gaming companion, showcased its ability to understand and interact with various games, outperforming several top general models in specific gaming scenarios [34]. - The integration of AI in gaming is creating new possibilities and enhancing player experiences, indicating a growing trend in the industry [36].
AI能「拍」好电影?五部短片亮相釜山电影节,答案出乎意料
机器之心· 2025-09-27 06:13
Core Viewpoint - The article discusses the technological advancements in AI-generated films, highlighting the successful creation of the first fully AI-generated short film "Nine Heavens" by a young team from Hong Kong, which has been recognized at the Busan International Film Festival [2][5][40]. Group 1: AI in Film Production - The team at ManyMany Creations Limited aimed to create a 15-minute narrative short film entirely generated by AI, which they successfully accomplished with "Nine Heavens" [2][3]. - "Nine Heavens" is notable for its reliance on subtle micro-expressions to convey the protagonist's emotional journey, showcasing AI's capability in narrative storytelling [5][6]. - The film was part of a larger initiative called the "Future Image Plan," which aims to explore AI's role in filmmaking [5][18]. Group 2: AI Technology and Tools - The production utilized advanced AI models from platforms like Jiemeng AI and Volcano Engine, which have significantly improved the quality and realism of AI-generated images and videos [17][18]. - The article mentions the evolution of AI tools, such as Seedream 4.0, which allows for multi-image fusion, enabling creators to generate detailed storyboards and videos from simple descriptions [23][25]. - The integration of AI in film production has led to a reduction in production time and costs, with "Nine Heavens" being produced in a fraction of the time compared to traditional methods [25][26]. Group 3: Industry Trends and Future Outlook - Major film companies, like Bona Film Group, are embracing AI technologies, establishing dedicated AI production centers to explore new creative workflows [19][20]. - The shift towards AI in filmmaking is seen as a way to democratize the industry, allowing non-professionals to create high-quality content with minimal resources [30][31]. - Despite the advancements, challenges remain in achieving consistent quality in longer scenes, indicating that human intervention is still necessary in the production process [40][47]. Group 4: Creative Freedom and Expression - AI tools have provided unprecedented creative freedom, allowing filmmakers to experiment with character designs and settings without the constraints of traditional production processes [32][33]. - The article emphasizes that while AI can generate content, the essence of storytelling and artistic expression remains rooted in human creativity and perspective [48][49].
以AI为墨,绘中秋新韵 ——2025全球AIGC数字创作盛宴启幕
Yang Shi Wang· 2025-09-27 05:49
Core Viewpoint - The "AI National Tide Mid-Autumn Night 2025" global work collection event has officially launched, aiming to integrate AI technology with traditional Chinese culture to create a unique cultural and technological celebration [1][3] Group 1: Event Overview - The event is hosted by CCTV.com, with exclusive technical support from Hailuo AI, and collaboration with professional institutions such as WTA Production Studio, AIMWISE, and Saga.AI [1] - The goal is to promote the creative transformation and innovative development of the Mid-Autumn Festival through cutting-edge AIGC technology, presenting a celebration that showcases the intersection of technology and culture [1][3] Group 2: Creative Themes - Two core creative themes are established: "Moon Palace Wonderland: Recreating Myths" and "Human Fireworks: Digital Nostalgia" [3] - Participants are encouraged to utilize advanced technologies such as text-to-image, image-to-video, AI animation, and AI music generation to modernize and diversify classic mythological elements like Chang'e, the Jade Rabbit, the Moon Palace, and osmanthus trees [3] Group 3: Innovation and Cultural Expression - Creators are invited to break traditional frameworks by incorporating innovative elements such as cyberpunk, national tide aesthetics, and metaverse concepts into their works, aiming to produce digital art that retains the essence of traditional culture while being filled with futuristic imagination [3] - The event also welcomes creators to express modern sentiments related to the Mid-Autumn Festival, such as reunion, longing, and blessings, using AI technology to capture and convey contemporary emotional memories [3] Group 4: Call to Action - The initiative encourages global AI creators to actively participate, aiming to showcase the charm of Chinese culture and the strength of AI technology during the Mid-Autumn Festival [3] - The event emphasizes the importance of creativity in making this Mid-Autumn Festival more vibrant and engaging through innovative contributions [3]
科技融入餐饮:海底捞“火锅+AI编程”成亲子消费新热点
Qi Lu Wan Bao Wang· 2025-09-27 01:34
Core Insights - Haidilao has opened an innovative concept store in Beijing, collaborating with AI education brand Yuan Programming to create an "AI Enlightenment Base" for children, allowing parents to enjoy hot pot while their kids learn technology [1][3] Group 1: Store Features - The store features a transparent kitchen, welcoming robots, a dessert station, and a cocktail bar, enhancing the dining experience with technology [1] - The children's area includes four high-tech installations that teach programming concepts through interactive play, such as obstacle-avoiding cars and balance challenges [3] Group 2: Customer Experience - The store achieved a table turnover rate exceeding 6 during its opening weekend, indicating high customer interest and engagement [5] - The concept integrates AI education into the dining experience, transforming traditional family meals into interactive learning opportunities [3][5] Group 3: Future Plans - Haidilao plans to expand this "hot pot + AI education + entertainment" model to other sectors, including tourism and retail, aiming to integrate technology into everyday life [5]
36Kr Holdings(KRKR) - 2025 Q2 - Earnings Call Transcript
2025-09-26 13:02
Financial Data and Key Metrics Changes - In the first half of 2025, total revenue was RMB 93.2 million, a decrease from RMB 102.4 million in the same period last year [25] - Gross profit increased by 10% year-over-year, with gross profit margin rising to 54.4%, up from 44.4% [6][27] - Operating expenses decreased by 52% year-over-year to RMB 55.9 million from RMB 117 million [28] - Net loss narrowed significantly to RMB 4.8 million from RMB 95.9 million in the same period last year, representing a 95% improvement [6][30] Business Line Data and Key Metrics Changes - Online advertising services revenue was RMB 74.5 million, down from RMB 80.4 million, attributed to advertisers adjusting strategies due to macro pressures [25] - Revenue from enterprise value-added services decreased to RMB 12.2 million from RMB 13.4 million, focusing on margin improvement [26] - Subscription services revenue fell to RMB 6.4 million from RMB 8.6 million, primarily due to changes in the training services business model [26] Market Data and Key Metrics Changes - Revenue directly generated by Internet clients increased by 52% year-over-year, while revenue from the FMCG segment grew by 27% [15] - Revenue from sub-vertical media channels for younger audiences increased by 30% year-over-year, with brand client spending doubling [15] Company Strategy and Development Direction - The company has focused on content innovation, commercialization, and technological applications to optimize organizational structure and improve efficiency [6] - A strategic partnership was established with Hangzhou Tiantang New Era Construction and Investment Group to support global expansion initiatives [17] - The company aims to continue enhancing its content creation capabilities and optimize product metrics, with a focus on achieving profitability by the end of 2025 [34] Management's Comments on Operating Environment and Future Outlook - Management highlighted that operational efforts over the past two years led to significant cost reductions and efficiency improvements [32] - The company anticipates profits by the end of 2025, driven by ongoing improvements in content creation and product offerings [34] - Management expressed confidence in sustaining globalization momentum and expanding overseas ventures [37] Other Important Information - The company has hosted multiple events related to AI and industrial services, enhancing its influence in emerging industries [12][38] - The launch of new content channels and live streaming series has been aimed at engaging younger audiences and expanding the company's reach [10][39] Q&A Session Summary Question: How did the company achieve financial turnaround and what is the full year outlook for 2025? - The company implemented cost reduction and efficiency measures, resulting in a significant decrease in operating expenses and a narrowed net loss. The gross profit margin rebounded to over 50% [32][34] Question: What are the future plans for the Industrial Service business? - The company will continue hosting legacy IP events and has restructured its content layout and business strategy for the industrial service business, aiming for sustained profitability [36][38] Question: How does the company position itself in generative AI across content and product offerings? - The company has launched new initiatives in AI content, including video channels and live streaming series, and plans to roll out a user review platform for AI tools [39][40]
36Kr Holdings(KRKR) - 2025 Q2 - Earnings Call Transcript
2025-09-26 13:00
Financial Data and Key Metrics Changes - In the first half of 2025, total revenue was RMB 93.2 million, a decrease from RMB 102.4 million in the same period last year [25] - Gross profit increased by 10% year over year, with gross profit margin rising to 54.4%, up from 44.4% [6][26] - Operating expenses decreased by 52% to RMB 55.9 million from RMB 117 million in the same period last year [27] - Net loss narrowed significantly to RMB 4.8 million from RMB 95.9 million year over year, representing a 95% improvement [30] Business Line Data and Key Metrics Changes - Online advertising services revenue was RMB 74.5 million, down from RMB 80.4 million, primarily due to advertisers adjusting strategies [25] - Revenue from enterprise value-added services decreased to RMB 12.2 million from RMB 13.4 million, reflecting a focus on margin improvement [25] - Subscription services revenue fell to RMB 6.4 million from RMB 8.6 million, attributed to changes in the training services business model [26] Market Data and Key Metrics Changes - Revenue from Internet clients increased by 52% year over year, while revenue from the FMCG segment grew by 27% [15] - Revenue from sub-vertical media channels for younger audiences increased by 30% year over year, with brand client spending doubling [15] Company Strategy and Development Direction - The company is focusing on content innovation, commercialization, and technological applications to enhance operational efficiency [6] - A strategic partnership was established with Hangzhou Tiantang New Era Construction and Investment Group to support global expansion initiatives [17] - The company plans to continue expanding its influence in emerging industries and enhance its content creation capabilities [24] Management's Comments on Operating Environment and Future Outlook - Management highlighted that the financial turnaround was achieved through cost reduction and efficiency measures, with expectations of profitability by the end of 2025 [34] - The company aims to optimize its product metrics and enhance content creation capabilities in the second half of 2025 [35] Other Important Information - The company has maintained stable cash reserves, with cash equivalents and short-term investments totaling $75.1 million as of June 13, 2025 [30] - The company has launched various new content channels and initiatives, including AI-focused content and live streaming series [40][41] Q&A Session Summary Question: How did the company achieve financial turnaround and what is the full year outlook for 2025? - The company implemented cost reduction measures, streamlined operations, and optimized its product portfolio, leading to a significant decrease in operating expenses and net loss [34] - The company predicts profitability by the end of 2025, focusing on improving content creation capabilities [35] Question: What are the future plans for the Industrial Service business? - The company will continue hosting legacy IP events and has restructured its content layout and business strategy for the industrial service business [37] - Plans include expanding overseas ventures and collaborating with service providers to support global expansion [38] Question: How does the company position itself in generative AI across content and product offerings? - The company has launched new AI-focused content initiatives and plans to develop an AI tools discovery platform for users [40][41] - The company aims to maintain its edge in covering AI trends and integrate AIGC technology into content production [41]