Core Insights - The event "Anyi Sichuan: Play in Tianfu" 2025 China (Chengdu) Animation and Game Consumption Season was launched, marking the first domestic consumption season themed around animation and gaming [1] - The event aimed to explore new trends, technologies, and models in the cultural tourism industry, gathering representatives from leading companies in culture, technology, and digital entertainment [1] Group 1: Event Overview - The event featured a tight agenda, including a keynote address from the Sichuan Digital Entertainment Culture Promotion Association, emphasizing the integration of "animation and gaming + cultural tourism" [1] - The launch of the 2025 China (Chengdu) Animation and Game Consumption Season signifies the beginning of a new journey for industry collaboration [1] - Experts shared insights on enhancing cultural tourism experiences through digital entertainment technologies, providing valuable practical inspiration for attendees [1] Group 2: Technological Integration - The event showcased a digital immersive experience exhibition, featuring popular exhibits like "AI plush cultural products" and "3D Gaussian splashing technology," highlighting the transformative impact of technology on cultural tourism experiences [2] - Traditional IPs were creatively expressed through innovative designs, demonstrating the vitality of cultural tourism products [2] - The event facilitated efficient connections between local digital cultural technology and tourism demands, allowing for in-depth exchanges between supply and demand sides [2] Group 3: Investment Opportunities - Over 1,000 innovative solutions for cultural tourism consumption upgrades were collected, with 100 selected for promotion [4] - The event released the "2025 Sichuan Cultural Tourism Opportunity List," detailing 41 projects with a total intended cooperation amount of 10.372 billion yuan, covering 13 regions [4][5] - Projects like the "Nightless Three Kingdoms City" aim to create immersive cultural tourism spaces, seeking partners and operators for business innovation [4][5] Group 4: Future Activities - Chengdu will host a series of animation and gaming-themed events, including the 2025 Sichuan-Chongqing Digital Cultural Creative Competition and the largest animation and gaming product exhibition in Southwest China [7] - The event serves as a showcase for the integration of animation, gaming, and cultural tourism, promoting industry collaboration and providing a model for "digital + cultural tourism" development nationwide [7]

Core Points - The "Shanghai Summer" International Consumption Season will launch 10 benchmark activities and "6+N" city-customized events this year, starting from the week of the announcement [1] - The events will run until October and will cover various fields such as family entertainment, technology experiences, and cultural displays [2] - Shanghai Global Harbor is introducing over ten new activities, including collaborations with popular IPs like Pokémon and Genshin Impact, to attract visitors [3][6] - The number of tax refund points in the district has increased to 19, with a significant rise in tax refund sales, indicating strong inbound consumer growth [16] Group 1 - The "Shanghai Summer" International Consumption Season aims to showcase the city's vibrant summer atmosphere through a series of activities [1] - The main event will take place at Shanghai Global Harbor, focusing on night consumption, inbound consumption, and various cultural themes [2] - The activities will include a mix of entertainment, cultural, and technological experiences to enhance consumer engagement [2][3] Group 2 - Shanghai Global Harbor is hosting a variety of events, including a sustainable music festival and interactive experiences with popular IPs [3][6] - The "Summer Water Paradise" at Zhenru Huanyu City MAX offers a family-friendly environment with various water-themed activities [7][9] - The increase in tax refund points and sales reflects a growing trend in inbound tourism and consumer spending in Shanghai [16]

Group 1 - The 20th China International Comics and Games Expo (CCG EXPO 2025) has commenced, attracting 480 exhibitors globally, featuring popular IPs such as "The Lord of the Mysterious" and "War Dual Paradox" [1] - The event marks the beginning of the first "Shanghai Summer International Animation Month," uniting three major anime and game exhibitions in Shanghai for a month-long celebration for fans [1] - A highlight of this year's expo is the tabletop games segment, with over 300 tabletop game companies participating, showcasing a variety of games and interactive experiences [2] Group 2 - The "COM ICUP Creative Exchange Exhibition" aims to support and cultivate original creators, featuring a collection of original short comics titled "Past·Future·Link" by 15 young comic artists [2] - The "Magic City Dimension Pass" was launched, providing fans with a convenient and immersive experience across the three major exhibitions and associated commercial areas [2] - A map for the "Shanghai Summer International Animation Month Cultural Tourism and Business Exhibition" was also released, enhancing the event's engagement with attendees [2]

Core Viewpoint - Recently, Aofei Entertainment announced its summer release plan for multiple films, including "Pleasant Goat and Big Big Wolf: Dawn of the Foreign Country," attracting attention. Despite owning numerous classic IPs, the company's performance has been declining in recent years, with a significant loss in 2024 attributed to high asset impairment and weak performance in its core animation business [1][2]. Financial Performance - Aofei Entertainment's revenue peaked at 3.642 billion yuan in 2017 but has been declining since 2018, with a slight fluctuation in recent years. In 2023, the company achieved a net profit of 56.28 million yuan after three consecutive years of losses. However, in 2024, it faced a significant loss again, with revenue of 2.715 billion yuan, a year-on-year decrease of 0.86%, and a net profit of -288 million yuan, a staggering drop of 610.72% [2][4]. - The company reported a total impairment loss of 412 million yuan in 2024, including goodwill impairment of 214.8 million yuan and long-term equity investment impairment of 124 million yuan [2][3]. Core Business Challenges - Aofei Entertainment's core toy sales business has seen a severe decline, with revenue dropping to 1.0256 billion yuan in 2024, a year-on-year decrease of 12.13%, and a significant reduction compared to 1.955 billion yuan in 2017. The revenue contribution from this segment fell from 53.68% in 2017 to 37.77% in 2024 [5][6]. - The company has acknowledged the need for transformation in its toy business to cover a broader demographic and is accelerating the development of trendy toy products targeting younger consumers [6]. Growth in Baby Products - The baby products segment has become a new growth engine for Aofei Entertainment, achieving revenue of 1.212 billion yuan in 2024, a year-on-year increase of 13.03%. This segment's revenue contribution rose from 39.16% to 44.64%, surpassing the toy business [7][8]. - However, this segment's growth is heavily reliant on the U.S. market, which poses significant uncertainty due to potential changes in U.S. tariff policies. In 2024, over 40% of the company's total revenue came from U.S. sales [7][8]. Domestic Market Decline - Aofei Entertainment's domestic revenue has significantly declined, with 2024 domestic revenue at 1.264 billion yuan, a year-on-year decrease of 7.05%, and a 43.9% drop compared to 2.252 billion yuan in 2017. The domestic revenue contribution fell from 61.83% in 2017 to 46.56% in 2024 [8].

公开资料显示，动漫食品的"年报拖延症"几乎成了习惯。自登陆新三板以来，该公司仅有两份年报是按时披露的，其余均出现不同程度的延期。监管层对此 并非无动于衷，实控人翁盛平已多次因信披违规被公开谴责，但问题仍未得到根治。 更令人担忧的是，动漫食品的内控漏洞远不止于此。从违规担保到关联交易未披露，从股份代持到资金占用嫌疑，一系列问题暴露出这家企业的公司治理已 千疮百孔。 值得注意的是，动漫食品曾试图打造"食品+动漫"的双轮驱动模式，并购天亿马动漫后一度业绩亮眼。然而，随着核心IP《我要回家》热度消退，动漫业务 收入占比从巅峰时期的10.77%跌至不足2%，动漫食品的战略重心被迫回归传统食品赛道。 广东唯诺冠动漫食品股份有限公司（证券简称：动漫食品，代码：839756）正站在退市的悬崖边。截至2025年6月30日，这家新三板挂牌企业仍未披露2024 年年度报告，按照全国股转系统的规定，若无法在最后期限内补交财报，动漫食品将面临强制终止挂牌的命运。 有业内人士指出，动漫食品当初挂牌新三板时应该并没有做好充分准备，包括治理结构等方面。若最终摘牌，中小股东权益如何保障？ 这场由年报"失踪"引发的强制终止挂牌风波，或许只是动漫 ...

硅谷101 . 以下文章来源于硅谷101 ，作者硅谷101 作者丨 泓君 图源丨Midjourney 面对汹涌的AI浪潮，动漫产业正处于技术的十字路口。 一方面，产能瓶颈与市场需求的矛盾已成为动漫业痛点——顶级工作室档期排到两年后，大量制作仍依赖"工匠精神"主导的传统手绘，产能紧缺。另一方 面，AI技术正迅速融入传统动漫制作流程。Google的Veo 3、OpenAI的Sora以及可灵AI、海螺等等视频大模型每周 迭代，从关键帧生 成到风格转换的技 术探索层出不穷。然而，AI在动漫领域的技术落地仍存在多重壁垒。 在产业如此供需失 衡的背景下 ，AI正如何渗透进动漫制作？AI生成视频的稳定性、逻辑连贯性难题，能否被攻克？谈及创意生产与行业伦理，AI又给动漫 产业带来何种冲击？ 带着这些问题，Azuki内容负责人、前Google Brain工程师天宇（二月茶）在今年五月亲赴日本深度考察。本期《硅谷101》，主播泓君对谈天宇，从他的 亲身感受出发，聊聊 AI技术在动漫制作中的应用情况、技术瓶颈和潜在影响。当AI学会吉卜力的分镜美学，动漫产业的下一个十年将在何处落笔？ 有趣有用的商业访谈 来源丨硅谷101 （ID： ...

Core Viewpoint - The anime industry is at a technological crossroads due to the rapid integration of AI, facing a significant supply-demand imbalance while exploring AI's potential in production processes [1][3]. Group 1: Current State of the Anime Industry - The anime industry is experiencing a historical supply-demand split, with top studios having schedules booked two years in advance, leading to a production bottleneck [3][6]. - The global anime market is growing at over 10% annually, driven by a younger demographic that has grown up with anime, including Gen Z and Gen Alpha [6][8]. - Production in the anime industry remains highly labor-intensive, with 30%-40% still relying on traditional hand-drawn methods, indicating a low level of industrialization and digitalization [8][9]. Group 2: AI Integration Paradigms - Three main types of companies are emerging in the AI-anime space: traditional studios looking to enhance efficiency with AI, disruptive startups rethinking production processes around AI, and hybrid models using AI as an assistant [9][17][24]. - Traditional studios are exploring AI to optimize specific production steps, such as in-between frame generation, but face challenges with stability and quality [10][12]. - Disruptive companies like KAKA Creation are attempting to create content primarily through AI, but often struggle with maintaining the artistic quality and exaggerated aesthetics typical of traditional anime [17][19]. Group 3: Challenges and Future Prospects - The current limitations of AI in generating stable and coherent video content pose significant challenges, with most models generating videos of only 10-20 seconds [32][34]. - The anime industry faces ethical dilemmas regarding AI-generated content, particularly concerning voice acting and the potential displacement of human creators [36][37]. - There is a growing interest in how AI can enhance creative possibilities, such as complex costume designs that were previously too labor-intensive to produce [28][29].

"英才荟"综合服务项目与"动漫工匠·ACG 职业培训基地"将形成人才培育与引进的闭环，凭借政策环境 的优化，吸引优质企业扎根，加速产业集群效应的形成，把南翔打造成"动漫IP创新策源地"和"国潮"第 一镇。 为推动动漫IP与文旅产业的深度融合，本次大赛围绕国家级非遗"南翔小笼"IP形象设计周边产品，获奖 作品由南翔老街选定并签约后，最终将产品化。动漫设计与文化传承、产业需求深度结合，将助力优秀 IP走向市场。 新华财经上海6月28日电（记者李荣）推动动漫IP与文旅产业深度融合，培养造就技术精湛、业务过硬 的高技能创新人才。28日，2025年首届国际动漫IP设计师技能大赛颁奖典礼暨动漫IP创作展在上海嘉定 南翔举行。上海正在推动建立动漫IP设计师技能平台，助力动漫产业的进一步发展。 据上海市总工会人士介绍，2025年首届国际动漫IP设计师技能大赛列入2025年上海市职工职业技能系列 竞赛，吸引了500余名选手参赛。大赛采用主题设计征集和现场技能比武双赛道，创新打造了"赛、训、 证、展、用"五位一体竞技新模式。 上海嘉定是历史悠久的江南文化名城，也是发展新质生产力新兴赛道的前沿地带。尤其值得一提的是南 翔镇，作为嘉 ...

欢迎扫描下方二维码关注： 从业人数,包括与企业建立劳动关系的职 工人数和企业接受的劳务派遣用工人数。所称 从业人数和资产总额指标,应按企业全年的季 度平均值确定。具体计算公式如下: 季度平均值=(季初值+季末值) ÷2 全年季度平均值=全年各季度平均值之和÷4 語语 年度中间开业或者终止经营活动的,以其 实际经营期作为一个纳税年度确定上述相关指 标。 政策依据 等三个条件的企业。其判定以企业所得税年度 汇算清缴结果为准。 《财政部 税务总局关于进一步支持小微企业 和个体工商户发展有关税费政策的公告》（财 政部 税务总局公告2023年第12号) 高新技术企业认定中的"职工总数、科技 品数' 企业从事研发和相关技术创新活动的科技 人员占企业当年职工总数的比例不低于10%。 企业科技 企业科技 眼工 人员占比 人员数 总数 企业科技人员是指直接从事研发和相关技 术创新活动,以及专门从事上述活动的管理和 提供直接技术服务的,累计实际工作时间在 183天以上的人员,包括在职、兼职和临时聘 用人员。 921 职工总数 企业职工总数包括企业在职、兼职和临时 聘用人员。 可以通过企业是否签订了劳动合 在职人员 同或缴纳社会保 ...

Group 1 - Bilibili has introduced support rules for animated short dramas, offering cost coverage of 30% to 100% and revenue sharing up to 80% to creators and related companies, driven by strong growth in this segment [1] - In Q1 of this year, animated short dramas on Bilibili achieved monthly revenues in the tens of millions, with a quarter-on-quarter growth rate of nearly 140% [1] - Thousands of licensed web novels have been adapted into animated short dramas by Bilibili creators this year, with one adaptation attracting 45,000 paid viewers, generating estimated total revenue of 800,000 to 1,000,000 yuan [1][3] Group 2 - Compared to live-action short dramas, animated short dramas have lower production costs, with AI-assisted production reducing costs by 70% to 90% [4] - The market for animated short dramas is experiencing significant demand, with over 500 million potential users in the broader anime community [4] - Major platforms like Douyin and Hongguo have also begun collaborating with animation companies to produce low-cost animated short dramas, with production costs around 100,000 yuan [4]