Group 1 - The company has outstanding resource integration capabilities, benefiting from strong provincial support and the credibility of its mainstream media brands [1] - The company operates in multiple business segments, including digital culture, digital sports, and digital arts, leveraging its core hub, Bianfeng Network [1] - The company has maintained a revenue scale above 3 billion since 2020, with net profits ranging between 550 million and 700 million, and a gross margin around 70% [1] Group 2 - As a state-owned enterprise, the company is expected to undergo a value "re-evaluation" due to its continuous technological accumulation and content experience [2] - The company is positioned as a "digital cultural industry group," indicating a strategic focus on the digital culture sector [2] - The company is projected to achieve net profits of 641 million, 799 million, and 878 million from 2025 to 2027, with corresponding PE ratios of 29, 23, and 21 [2]

9月29日，游戏板块早盘表现持续震荡，游戏ETF（159869）现小幅微跌，打开布局窗口。Wind数据显示，截至9月26日，游戏ETF （159869）近5个交易日累计获得资金净流入达11.66亿元，备受资金青睐，产品规模突破100亿元，创成立以来新高，助力投资者一键布局A股 游戏龙头。 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明示或 暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com 每日经济新闻 2024年，国内游戏市场实际销售收入3257.83亿元，同比增长7.53%；游戏用户规模6.74亿人，同比增长0.94%，实现历史新高。上海网络 游戏产业持续领跑全国，全年销售收入1558亿元，同比增长7.8%，连续13年保持正向增长。上海游戏行业坚持精品化战略，构建起覆盖研 发、发行、衍生品开发的全链条产业体系，打造出一批兼具强IP属性、高流水表现与高用户黏性的优秀作品，文化影响、市场收益、经济贡献 显著提高，已成为数字文化产业和在线新 ...

9月26日下午举办的专场推介会成为崇川本次参展的亮点环节。南通市崇川区文化产业协会会长、南通中关村信息谷总经理雷艳丽作主题推介，系统阐述 崇川区发展数字影视产业的优势。随着"视听崇川"计划启动，崇川区将在未来三至五年，重点孵化超百部原创影视作品，推动数字影视产业规模实现新突 破。 9月26日至28日，以"智汇长三角、视听创未来"为主题的长三角高新视听博览会在南京国际展览中心举行。南通市崇川区组织参展，并于26日下午成功举 办"文化引领数字赋能"数字影视产业专场推介会，全面展示区域产业优势与发展机遇。 本届博览会汇聚了近150家长三角地区广电视听领域的重点园区、企业及机构，集中呈现高新视听领域的最新成果。南通市数字文化产业园(崇开园)、南 通市数字文化产业园(港开园)、星月智创园等园区参展，天泰动漫、军盾影视、赋助智能等崇川区代表性企业也在现场重点展示了动漫创作、影视制作、 人工智能等前沿技术的创新应用，吸引众多业界嘉宾驻足交流。 在本次"金茉莉"视听论坛电视剧分论坛上，南通壹城获评2025江苏影视剧十大热门取景地。崇川区在数字文化领域的长期投入，如今已结出累累硕果，在 近期国家广播电视总局公示的2024年度全 ...

本届博览会由江苏省广电局主办，上海、浙江、安徽两省一市广电部门联合参与，以"智汇长三角、视 听创未来"为主题，总展览面积达1.5万平方米，设置沪苏浙皖"三省一市"四大区域展馆和技术装备、内 容创制、融合应用三大特色展区。现场，沪苏浙皖三省一市广电部门共同签署《长三角地区广电视听一 体化高质量发展合作框架协议(2026—2030)》，进一步巩固合作机制，推动形成更加紧密的区域协同格 局。展会首次发布了《长三角广电视听高质量发展报告》，同时宣布江苏卫视超高清频道即将上线。 本报讯(记者冯圆芳)9月26日，2025长三角高新视听博览会在南京开幕。省委常委、省委宣传部部长徐 缨出席活动并致辞。 徐缨在致辞中说，长三角三省一市地缘相近，文脉相通，经济相融，人缘相亲。广播电视和网络视听行 业，既要当好长三角一体化的宣传者、记录者，又要当好长三角一体化的参与者、推动者，在联动宣 传、联合创作、联建项目、联手创新等方面精准发力。她指出，发展高新视听，既是数字经济有机组 成，也是数字文化产业强劲引擎。江苏广电系统要深入学习贯彻习近平文化思想和总书记对江苏工作重 要讲话精神，立足当前，面向"十五五"，与长三角兄弟省市一道，在重大 ...

一段时间以来，全国多个省份围绕数字文化产业高质量发展推出具体举措：重庆市出台《重庆市支持科 技影视产业高质量发展的若干激励政策》，提出要针对从产业平台建设到票房表现的影视全产业链条， 实行真金白银的分档奖励；江苏省召开数字文化产业高质量发展推进会，提出要把数字文化产业纳入现 代产业体系和重点产业链整体谋划，为壮大数字文化产业创造有利条件；等等。高质量发展数字文化产 业，成为不少地区经济增长的一个重要组成部分。 近年来，5G、人工智能等数字技术加速迭代并不断融入文化产业发展进程，"文化+科技"推动文化产业 向数字化、智能化方向转型，数字文化产业成为国家文化数字化战略和文化强国建设新的增长点和重点 领域。我国数字文化产业规模持续扩大，一些地区因地制宜，采用各具特色的手段吸引消费者。同时， 我国持续加强数字文化产业顶层设计，出台各项支持举措。2017年，原文化部印发的《关于推动数字文 化产业创新发展的指导意见》对深入推进文化领域供给侧结构性改革、培育文化产业发展新动能作出了 具体部署，明确了我国数字文化产业的基本概念；2020年出台的《文化和旅游部关于推动数字文化产业 高质量发展的意见》绘制了我国文化产业数字化发展 ...

Group 1 - The core viewpoint of the news is the collaboration between Shandong Digital Culture Group and People’s Daily to establish a mainstream cultural corpus, which is essential for the training and application of large AI models in the context of rapid advancements in generative AI technology [1][2] - The mainstream cultural corpus will focus on high-quality, authoritative media resources and private cultural resources accumulated over the years, addressing the common issues of insufficient sensitive area data and low-quality core data in AI models [1][2] - The project aligns with national and provincial policies aimed at enhancing the quality of cultural data and supporting the development of AI in the cultural sector, as outlined in various government documents [1] Group 2 - The first phase of the mainstream cultural corpus will concentrate on excellent cultural resources from Shandong, with an initial offering of 50,000 Q&A pairs and 20 million basic data articles, while also developing high-quality datasets related to Confucius [2] - The Shandong Cultural Data Annotation Platform, developed by the group, will provide comprehensive services for data collection, cleaning, annotation, and enhancement, supporting various data types and enabling a closed-loop process from data collection to usage [4] - The platform will be open to the public for free, encouraging cultural institutions, universities, and enterprises to create their own high-quality datasets, while a cultural data trading platform will be launched to facilitate the circulation and monetization of cultural data assets [4]

Group 1 - The summer of 2025 sees a continuous rise in cultural and tourism consumption, driven by new technologies like artificial intelligence and the metaverse, leading to diverse experiences for the public [1][2] - The De Shou Palace Ruins Museum in Hangzhou showcases the integration of digital technology with historical culture, using technologies like naked-eye 3D to recreate the life of the Southern Song Dynasty [1][2] - New cultural and tourism models are emerging, such as immersive theaters and metaverse libraries, enhancing audience engagement through advanced technologies [2] Group 2 - The demand for talent in the digital cultural industry is undergoing significant changes, with new roles emerging that require both cultural knowledge and technical skills [3][4] - Positions like LED equipment engineers and virtual shooting system engineers are in high demand as traditional film production processes are redefined by virtual technologies [4] - By 2030, the demand for virtual reality talent in China is expected to exceed 6.8 million, indicating a booming market for skilled professionals [5] Group 3 - The digital cultural industry is calling for a new approach to talent cultivation, with universities restructuring programs to meet the needs of the industry [6][8] - In 2025, nearly a quarter of the new undergraduate programs introduced by the Ministry of Education focus on the digital cultural industry, including fields like digital drama and virtual space art [6][8] - Collaboration between universities and enterprises is being emphasized to ensure that talent training aligns with industry requirements, with practical projects integrated into the curriculum [7][8]

Core Insights - The cultural and tourism consumption is expected to continue rising during the summer of 2025, driven by new technologies such as artificial intelligence and the metaverse, which are creating diverse experiences for the public [1] Group 1: Technological Integration in Cultural Venues - The South Song De Shou Palace Ruins Museum in Hangzhou is attracting many visitors by integrating digital technology with historical displays, creating an immersive experience through naked-eye 3D technology [3] - The museum employs various technologies like AR, dynamic scrolls, and digital projections to bring artifacts to life, showcasing the emergence of new cultural tourism models such as metaverse libraries and immersive theaters [4] Group 2: Transformation in Film and Television Production - In Chongqing, the largest virtual filming system in Asia has been implemented, revolutionizing traditional film production methods and significantly reducing set costs and waiting times [6] - The integration of digital technologies in cultural venues is not only enhancing visitor engagement but also giving rise to new industries in drama and film [7] Group 3: Emerging Job Opportunities - The demand for talent in the cultural industry is undergoing significant changes due to technological advancements, with roles such as LED equipment engineers and virtual filming system engineers becoming increasingly necessary [10] - The widespread application of big data and AI is expanding the job market to include positions like VR application developers and 3D modelers [13] Group 4: Educational Response to Industry Needs - By 2030, the demand for virtual reality talent in China is projected to exceed 6.8 million positions, with the animation market also experiencing growth due to the integration of AI [15] - New professions related to animation, such as generative AI animation producers, are being introduced to meet the evolving needs of the industry [17] Group 5: Curriculum Innovations in Higher Education - In response to the digital cultural industry's upgrade, nearly a quarter of the 29 new undergraduate programs introduced by the Ministry of Education in 2025 are focused on digital cultural sectors [19] - Institutions like Shanghai Theatre Academy and Communication University of China are developing programs that incorporate cutting-edge technologies into their curricula to prepare students for future job markets [21] Group 6: Industry Collaboration for Talent Development - Some universities are collaborating with enterprises to create tailored training programs that align with industry standards, ensuring that graduates possess the necessary skills for employment [23] - The digital cultural industry is entering a phase of multi-dimensional competition, prompting educational institutions to innovate their professional offerings and training models [25]

Core Insights - The article highlights the rising trend of cultural tourism consumption during the summer, driven by the integration of new technologies such as artificial intelligence and the metaverse, leading to diverse experiences for the public [1][3] Group 1: Technological Integration in Cultural Tourism - The De Shou Palace Ruins Museum in Hangzhou showcases the integration of digital technology with historical culture, using naked-eye 3D technology to recreate palace life, attracting numerous visitors [1][3] - Various new cultural tourism models are emerging, including metaverse libraries and immersive theaters, which enhance audience engagement and create new entertainment formats [3][6] - The use of advanced technologies like AR, digital projections, and virtual reality in exhibitions is making cultural artifacts more interactive and engaging for visitors [3][6] Group 2: Talent Demand in the Digital Cultural Industry - The digital cultural industry is experiencing a significant transformation in job demand, with new roles such as LED equipment engineers and virtual shooting system engineers becoming essential [8][10] - By 2030, the demand for virtual reality talent in China is projected to exceed 6.8 million positions, reflecting the industry's rapid growth [12] - The animation market is also booming, with new roles like generative AI animation producers emerging, indicating a strong demand for skilled professionals in this sector [14][16] Group 3: Educational Initiatives for Talent Development - In response to the evolving needs of the digital cultural industry, educational institutions are restructuring programs to include new majors focused on digital culture, such as digital drama and intelligent imaging arts [18][20] - Collaboration between universities and enterprises is being emphasized to ensure that talent training aligns with industry requirements, with practical training integrated into the curriculum [22][24] - The establishment of specialized master's programs in digital culture management and related fields is aimed at bridging the gap between education and industry needs [20][24]

Core Insights - The 2025 World Artificial Intelligence Conference in Shanghai highlighted the integration of AI in cultural sectors, indicating a transformative shift in the industry driven by technology and policy support [1] - China's digital cultural industry is experiencing significant growth, with projected revenues exceeding 6.67 trillion yuan in 2024, accounting for nearly 5% of GDP and a growth rate of 12.4% [1] Industry Trends - The digital cultural industry is becoming a crucial engine for cultural prosperity and economic growth, showcasing the deep integration of technology and content innovation [1] - Chinese digital cultural enterprises are evolving from participants to leaders in the global value chain, contributing to the reconstruction of international cultural discourse [1] Challenges and Opportunities - Challenges include content innovation homogenization and superficial application of digital technologies, with a notable imbalance in regional development [2] - There is a need for collaborative efforts to transition the digital cultural industry from quantitative accumulation to qualitative leaps, supported by policy frameworks and technological advancements [2] Policy Recommendations - Recommendations include enhancing the national cultural big data system, establishing standards for technology interfaces, content quality, and copyright protection, and supporting disruptive technologies like AIGC and XR [2] - Optimizing regional collaboration mechanisms and establishing digital cultural computing centers in underdeveloped areas are also suggested [2] Corporate Strategies - Companies are encouraged to strengthen technological innovation and focus on high-quality IP that reflects Chinese cultural aesthetics [3] - There is a call for increased investment in proprietary algorithms and smart creation tools to reduce reliance on foreign platforms [3] Consumer Engagement - Enhancing digital cultural consumption experiences and promoting accessible products for all demographics are essential for activating consumer potential [3] - Fostering a healthy consumption ecosystem and encouraging active participation in cultural production are vital for the industry's sustainable growth [3]