内容概要：近年来，中国电子杂志市场实现快速发展，内容形式日益丰富，涵盖了新闻、时尚、娱乐、 文化、科技等多个领域。同时，电子杂志还融合了文字、图片、音频、视频等多种媒体元素，提升了读 者的阅读体验。此外，电子杂志的商业模式逐渐成熟，除了传统的付费阅读模式外，还涌现出广告赞 助、会员制、与电商结合等多种形式，为电子杂志带来了更多的收入来源。数据显示，2024年中国电子 杂志行业市场规模达到134亿元，同比上涨18.3%。未来，电子杂志行业将继续保持快速发展的势头。 随着5G技术的普及和智能终端设备的更新换代，电子杂志将实现更高速的传播和更丰富的交互体验。 同时，随着版权市场的规范化和内容的不断创新，付费阅读市场有望进一步扩大。 相关上市企业：掌阅科技（603533）、时代出版（600551）、龙版传媒（605577）等 相关企业：上海尚易企业策划有限公司、龙源创新数字传媒(北京)股份有限公司、广州市飞天文化传播 有限公司、广州数联软件技术有限公司、陕西妙网网络科技有限责任公司、北京金河系工程设计有限公 司等 关键词：电子杂志行业产业链、电子杂志行业市场规模、电子杂志行业竞争格局、电子杂志行业发展趋 势 一、电子 ...

上海证券交易所近日发布公告，上市委员会定于2025年12月24日召开会议，审议视涯科技股份有限公司 的科创板首发上市申请。这标志着，这家在半导体显示技术领域深耕多年的国家级专精特新"小巨人"企 业，或将在不久后登陆资本市场，为其引领下一代近眼显示革命注入强劲动力。 凭借卓越的产品性能，视涯科技已迅速成长为全球硅基OLED领域的核心力量。根据行业报告，2024年 全球XR设备硅基OLED产品市场中，视涯科技出货量占比约35.2%，稳居全球第二、中国第一，成为该 赛道中仅有的两家实现百万级出货量的企业之一。公司的产品已广泛应用于消费电子、工业应用等多个 前沿领域，客户覆盖了字节跳动、雷鸟创新等众多行业头部企业。从为大疆无人机提供第一视角飞行体 验，到为医疗领域开发"近眼操作"的微创手术设备，视涯科技正将科幻般的视觉体验变为现实，持续拓 宽技术的应用边界。 拥抱未来，开启无限增长空间。当前，以生成式人工智能(AI)为代表的技术浪潮，正推动XR设备成为 多模态交互的最佳载体，为近眼显示产业带来历史性机遇。视涯科技所处的赛道市场前景极为广阔，据 预测，全球硅基OLED显示屏市场规模在2030年有望达到近680亿元，年复 ...

Core Insights - The "2025 12th South-North Sculpture Exhibition" opened in Nanning, Guangxi, showcasing over 150 outstanding sculpture works [1][2] - The exhibition has evolved from a regional art event to a national academic platform, with a broader academic system and framework under the leadership of the China Urban Sculptors Association [2] Group 1: Exhibition Themes - The exhibition is themed "Co-creating a New Chapter" and features two main thematic areas: "Form and Origin" and "Era and New Chapter" [2] - The "Form and Origin" area focuses on the contemporary expression of regional culture and sculpture language, drawing inspiration from deep cultural roots [2] - The "Era and New Chapter" area addresses social changes and technological waves, utilizing cutting-edge technologies such as AI generation, virtual reality (VR), and augmented reality (AR) to explore new forms and languages in sculpture [2] Group 2: Event Duration and Activities - The exhibition will run until the end of November and will include professional teams conducting on-site tours and explanations [3]

Core Insights - Jiangxi Province signed 14 projects at the VR industry investment promotion conference, totaling 3.87 billion yuan (approximately 0.54 billion USD) [1] - The signed projects cover areas such as AR smart glasses production, new display hardware manufacturing, and AI medical automation products [1] - Jiangxi aims to enhance its VR industry by focusing on emerging sectors like AI glasses and large-scale VR applications, encouraging global investment in various VR-related enterprises [1] Group 1 - The VR industry investment promotion conference is a key event of the 2025 World VR Industry Conference held in Nanchang [2] - Shenzhen Nader Optical Co., Ltd. plans to establish a production base in Nanchang with an investment of approximately 300 million yuan (about 0.042 billion USD) [1] - By 2024, the revenue from VR and related industries in Jiangxi is expected to exceed 110 billion yuan (approximately 15.4 billion USD) [1] Group 2 - Jiangxi has developed a solid foundation in the VR sector, forming a complete industrial chain that includes hardware manufacturing, content ecology, and application scenarios [1] - The provincial government is actively seeking to attract investment from global companies involved in VR hardware, software, content creation, and system integration [1]

Core Viewpoint - Digital technology is profoundly reshaping the cultural and tourism industry, with technological innovation becoming the core driver to address development pain points and stimulate consumer vitality [1] Group 1: Transformation of Tourism Consumption - Tourism consumption is shifting from "superficial sightseeing" to "deep immersion," from "single-point service" to "full-domain intelligence," and from "offline limitations" to "cross-domain interaction" [1] - New technologies such as artificial intelligence, virtual reality (VR), and ultra-high-definition are acting as "experience reconstructors," "demand activators," and "boundary expanders," injecting strong momentum into new tourism consumption [1] Group 2: Immersive Experience Reconstruction - Traditional tourism experiences are being transformed by new technologies, allowing visitors to become participants rather than mere observers, which enhances ticket sales, secondary consumption, and repeat visit rates [2] - The National Grand Theatre's "second scene" utilizes ultra-high-definition technology to break the time-space limitations of performance consumption, achieving nationwide cultural dissemination [2] - VR technology is being used to convert "one-time experiences" into "sustainable consumption," significantly lowering content adaptation and distribution costs across different venues [2] Group 3: Intelligent Service Integration - The core pain point in tourism consumption is the mismatch between service and demand, which is being addressed by intelligent service systems powered by AI and big data, enabling personalized service [4] - AI-driven products like "Starfire Companion" enhance the travel experience by providing in-depth knowledge and dynamic adjustment of explanation strategies [4] - Intelligent robots are addressing service coverage issues, with significant interaction volumes reported, indicating a high level of engagement [4] Group 4: Cross-Domain Integration - New technologies are not only optimizing existing tourism consumption scenarios but also breaking the traditional perception of tourism as merely "scenic spots," promoting deep integration with transportation, gaming, and content creation [5] - The "Star Light Train" exemplifies the integration of tourism and transportation, offering combined ticketing options that unlock new thematic travel possibilities [6] - Gaming is evolving into a comprehensive media form that enhances cultural dissemination and user engagement through interactive advertising [6] Group 5: International Expansion of Tourism Technology - The international expansion of tourism technology is pushing consumption scenarios onto the global stage, with innovations like 360-degree immersive projection technology being promoted in Southeast Asia [6] - The overall transformation of tourism consumption is characterized by becoming "more immersive, more intelligent, and more open," injecting lasting vitality into the consumer market [6]

Group 1 - Meta plans to launch its first consumer smart glasses, internally codenamed "Hypernova," featuring a display and gesture control via a wristband [1] - The smart glasses will be unveiled at Meta's annual Connect conference next month, focusing on VR, AR, and the metaverse [1] - The glasses will include a small digital display embedded in the right lens, providing approximately 20 degrees of field of view for notifications like text messages [1] Group 2 - The expected retail price for the smart glasses is around $800, with the wristband utilizing surface electromyography (sEMG) technology to interpret hand movements [1] - Meta will collaborate with EssilorLuxottica for the sales of the new product, with potential plans for a Prada-branded version of the smart glasses [1] - A letter from U.S. Customs and Border Protection confirmed that the device will support various functionalities, including photo and video capture, video calls, messaging, audio playback, and AI assistant interactions [2]

Group 1 - The 618 shopping festival has become a critical battleground for e-commerce platforms and brands, showcasing new characteristics such as simplified discount methods and increased consumer engagement [1][2] - Platforms have eliminated complex discount strategies in favor of straightforward "instant discounts," enhancing user experience and aligning with a more rational consumer mindset focused on product quality and value [1][2] - The integration of live streaming and short video content has led to a noticeable trend of online and offline retail convergence, promoting consumption through various channels [1] Group 2 - The extended promotional period of over a month allows for multi-scenario consumption and helps alleviate pressure on platforms and merchants, optimizing inventory and logistics [2] - Merchants are encouraged to innovate marketing strategies beyond traditional discounts, incorporating cashback, gifts, and exclusive member benefits to enhance consumer engagement [2] - The emphasis on creating unique shopping experiences, such as themed shopping festivals and the use of VR/AR technologies, aims to improve overall consumer satisfaction [2][3] Group 3 - A multi-channel collaboration approach is recommended to combine online, offline, and community group buying, catering to diverse consumer needs [3] - The focus on rational, quality, and green consumption trends encourages brands to innovate and upgrade their products, offering healthier and more environmentally friendly options [3] - Efficient financial, logistics, and after-sales services are essential to enhance the overall shopping experience and build long-term brand competitiveness [3]

Core Insights - The global exhibition industry is recovering rapidly, with China emerging as a significant growth market for international exhibition giants [1][4] - GL events, a French integrated exhibition company, views China not only as a key market but also as a hub for technology and innovation [1] - The Chinese exhibition industry is characterized by a high degree of professionalism and is increasingly eliminating low-value activities in favor of high-value, specialized events [4] Industry Overview - According to the "China Exhibition Economic Development Report 2024," a total of 3,844 trade exhibitions will be held in China in 2024, covering an exhibition area of 155 million square meters, representing a year-on-year growth of 10.1% [4] - The rapid expansion of the market presents vast opportunities for foreign exhibition companies [4] Technological Integration - The Chinese exhibition industry is becoming a typical scenario for the accelerated implementation of the digital economy, with advanced technologies such as the internet, big data, artificial intelligence, and virtual reality deeply integrated into all aspects of exhibition planning and operations [5] - The industry is equipped with many efficient high-tech tools and solutions that can be replicated in other markets [5] Sustainability Initiatives - The concept of green and low-carbon exhibitions is gaining traction, with a focus on sustainable practices in venue construction, operations, catering, and logistics [6] - GL events is committed to providing advanced, creative, and market-demand-driven green technologies to support low-carbon development in the exhibition industry [6] Future Outlook - Collaboration is seen as a key driver for sustainable development in the industry, with GL events expressing confidence in the future of the Chinese market and a commitment to deepening existing business while seeking new cooperation opportunities [8] - The company maintains close cooperation with Chinese government agencies and enterprises, with plans to further expand and diversify these partnerships [8]

Key Events Overview - The National People's Congress (NPC) and the Chinese People's Political Consultative Conference (CPPCC) will hold their annual sessions in Beijing on March 4 and 5, respectively, focusing on government work reports and economic development plans [3][4]. - U.S. President Trump will deliver a speech at a joint session of Congress and host a cryptocurrency summit, with significant policy implications expected [8][6]. - The U.S. will implement tariffs on imports from Mexico and Canada, with a 25% tariff on most products and a 10% tariff on Canadian energy products, which may provoke strong responses from Canada [6][7]. Economic Data Releases - The U.S. non-farm payroll report for February is anticipated to show an increase of 160,000 jobs, with the unemployment rate expected to remain at 4% [9]. - China's February CPI and PPI data will be released, with expectations of a CPI decline to around -0.6% due to falling agricultural prices and international oil prices [11]. - China's January-February trade data will be published, with a focus on export performance amid tariff uncertainties [12]. Market Sentiment and Predictions - Bloomberg economists have expressed concerns about softening sentiment and reduced spending, which may challenge the narrative of U.S. economic exceptionalism [10]. - The European Central Bank (ECB) is expected to announce a 25 basis point rate cut, marking the sixth cut since June, amid mixed inflation signals from Germany and France [14]. New Listings and Fund Issuance - Two new stocks, Yutian Guanjia and Mixue Group, will be listed, with Mixue Group being the largest fresh beverage company in China, holding a market share of 11.3% domestically [21]. - A total of 44 new funds were issued during the week, indicating active market participation [24].