12月22日，中国船舶报社与蜜度科技股份有限公司在北京签订"智启AI时代·声誉和审校管理"合作意向书，双方成立智能声誉和智能审校联合实验室。此 次合作标志着双方在"AI+传媒"融合发展中迈出实质性步伐，旨在通过技术与资源的优势互补，为船舶行业在"舆情监测"和"智能审校"方面提供示范性解 决方案，共同推进智能制造与智慧传播的深度融合。中国船舶集团有限公司新闻宣传中心常务副主任、中国船舶报社总编辑原国锋，微博政务公益运营总 经理李峥嵘出席签约仪式。 原国锋在致辞中对微博政务及蜜度长期以来的支持表示感谢。他指出，《中国船舶报》作为船舶工业领域唯一的行业报，深耕行业三十余年，拥有覆盖全 产业链的传播网络与行业资源。蜜度作为专注大模型垂直应用的人工智能企业，在舆情监测、智能校对等领域具备成熟的产品与经验。双方将以此次合作 为契机，整合行业资源与技术优势，共同推动媒体大数据与人工智能技术在政务与企业场景的应用，提升行业舆论生态与传播效能。 李峥嵘表示，蜜度作为新浪微博投资企业，以数据与算法双轮驱动，已在声誉管理、内容安全等方面形成完整解决方案。双方将依托联合实验平台，聚焦 AI文本应用与价值挖掘，为船舶工业及相关领域提供 ...

Core Viewpoint - Chengdu Media Group's subsidiary, Borui Communication, has acquired a 51% stake in Meijing Technology for 66.49 million yuan, marking a significant step in the digital transformation strategy of the company and the integration of AI and media [1][2] Strategic Significance - The acquisition is seen as a strategic accelerator for Borui Communication's digital transformation, leveraging Meijing Technology's dual expertise in media and technology to enhance the company's capabilities [2] - This transaction is part of an internal resource optimization strategy rather than an external cross-industry merger, aiming to synergize Borui Communication's digital cultural resources with Meijing Technology's AI capabilities [2] Performance Assurance - The deal includes legally binding performance commitments, ensuring that Meijing Technology's cumulative net profit from 2026 to 2028 will not be less than 23.1 million yuan, with cash compensation from the transferor if targets are not met [3] - Meijing Technology has a proven commercial path and a strong client base, having established itself in the enterprise-level AI application sector since its inception in 2018 [3] Technological Strength - Meijing Technology has received industry recognition, including the Wang Xuan News Science and Technology Award, and has collaborated with the Xinhua News Agency on AI applications [4] - The company has a robust R&D foundation, with over 80% of its workforce in research roles and a clear product strategy, including the upcoming launch of the Yuyun Smart Communication Platform [4] Ecosystem Synergy - The merger aims to create deep resource integration and value amplification, with Borui Communication committing to support Meijing Technology in R&D, business, and talent development [7] - Meijing Media, as the second-largest shareholder, will also facilitate client introductions, enhancing market expansion and technology implementation [7] Long-term Growth Potential - The integration is rooted in Chengdu Media Group's strategic stability and resource matrix, providing a solid foundation for the development of a new type of smart media group [9] - Chengdu's cultural heritage and vibrant market environment offer unique advantages for the digital cultural strategy, supported by a strong pool of technology talent and innovative enterprises [9][10] Alignment with National Strategy - The development strategy of Chengdu Media Group aligns with national cultural digitalization initiatives and the goal of establishing Chengdu as a world cultural city, providing ample policy space and growth opportunities [10]

Core Insights - Tencent Cloud and Tencent Music Entertainment Group (TME) launched the "Audio Superpower" AI innovation solution aimed at enhancing audio content production efficiency and creativity in the media industry [1][2]. Group 1: AI Capabilities and Applications - The "Audio Superpower" solution integrates TME's core audio AI capabilities, including "Qin Language AI Podcast," "Lingyin Large Model," "MuseLM Music Large Language Model," and "Qin Language Audiobook," covering key scenarios such as intelligent podcast generation and text-to-audio conversion [1][2]. - The solution allows for the rapid generation of complete audio content from text materials, significantly reducing production cycles and labor costs [2]. - AI can generate customized music based on semantics, emotions, and scenes, providing richer sound expressions for various media formats [2]. Group 2: Industry Impact and Future Directions - The collaboration with TME signifies Tencent Cloud's ongoing exploration of the "AI + Media" integration path, aiming to deepen AI's role in the media sector [3]. - Tencent Cloud has already served over 300 mainstream media organizations, including People's Daily and Xinhua News Agency, and will continue to advance AI integration in media scenarios [3]. - The core value of the "Audio Superpower" solution lies in exploring new possibilities for content creation, positioning AI as a collaborative partner rather than just a tool [2].

Investment Rating - The report maintains a "Buy" rating for the media industry [6][10]. Core Insights - The media industry is expected to benefit from the ongoing integration of AI applications and consumer demand, particularly during the upcoming National Day and Double Eleven shopping festivals [5][16]. - Huawei's "Smart World 2035" report predicts that by 2035, there will be 900 billion AI entities, indicating a significant shift towards an interconnected AI-driven economy [17][18]. - The report highlights the importance of high-quality content and innovative consumption experiences in driving growth within the media sector [20][24]. Summary by Sections Industry Review - The media sector has shown varied performance, with the gaming index experiencing significant gains while the lottery index has declined [15]. - The overall market indices for the week of September 15-19, 2025, showed fluctuations, with the Shanghai Composite Index down by 1.30% [15]. Media Industry Dynamics - The report emphasizes the role of AI in transforming consumer experiences and driving new consumption scenarios, supported by recent government policies [16]. - Companies like Oriental Pearl and Wanda Film are highlighted for their innovative approaches to integrating AI with content and consumer experiences [16][20]. Key Recommended Stocks - The report recommends several stocks within the media sector, including Oriental Pearl, Mango Super Media, and Wanda Film, all of which are expected to benefit from upcoming events and AI integration [6][10]. - Specific companies are noted for their strategic initiatives, such as BlueFocus's AI strategy and Huace Film's new content releases [6][10]. Upcoming Events and Market Trends - The report discusses the anticipated impact of the National Day film releases and the Double Eleven shopping festival on the cinema and e-commerce sectors [20][21]. - The ongoing negotiations regarding TikTok are also mentioned, indicating potential implications for digital marketing and e-commerce platforms [22][23].

Group 1 - The World Artificial Intelligence Conference (WAIC) in 2025 will showcase numerous high-quality application scenarios and projects, indicating a strong demand for AI hardware and new technologies [1][2] - The AI market, particularly generative AI, is rapidly developing, with significant potential for commercialization in AI applications [1][2] - The Shanghai Municipal Economic and Information Commission has introduced policies to support the widespread application of AI technologies, including financial incentives and resources to promote AI industry growth [1] Group 2 - WAIC 2025 is expected to host over 800 participating companies, with more than 30.5 million offline visitors and a total investment of 450 billion yuan across 32 signed projects [2] - The conference will feature over 3,000 cutting-edge technologies, including more than 100 global and Chinese debuts, highlighting the strong supply of AI products [2] - The AI application landscape is expanding across various sectors, including digital marketing, education, and content generation, with significant opportunities for monetization [3][4] Group 3 - The global generative AI market is projected to reach $208.8 billion by 2032, with a compound annual growth rate (CAGR) of 35.3% from 2024 to 2032, particularly strong in the Asia-Pacific region [4] - Companies like Rongxin Culture and Tianzhou Culture are actively exploring AI applications in education, enhancing their offerings with AI-driven products [4] - The demand for AI content is robust, as evidenced by a 100% year-on-year increase in daily AI content sales on platforms like Bilibili [5] Group 4 - The AI and media sectors are expected to benefit from the commercialization of AI models and the iteration of new AI products, with various companies positioned to capitalize on these trends [5] - Potential areas of focus include AI in digital marketing, content creation, education, companionship, beauty, community engagement, and copyright management [5]

Investment Rating - The report maintains a "Buy" rating for multiple companies in the media sector, indicating a positive outlook for their performance [9]. Core Insights - The report emphasizes the strong supply of AI applications and the ongoing policy support for AI commercialization, particularly highlighted by the WAIC 2025 event, which showcased over 3,000 cutting-edge technologies and signed contracts worth 45 billion yuan [3][4]. - The global generative AI market is projected to reach $208.8 billion by 2032, with a compound annual growth rate (CAGR) of 35.3% from 2024 to 2032, indicating significant growth potential in the media sector [5][6]. - The report identifies various AI application areas, including digital marketing, content creation, education, and e-commerce, suggesting that the media industry is well-positioned to capitalize on these trends [4][7]. Summary by Sections Policy Support - The Shanghai Municipal Economic and Information Commission has introduced measures to expand AI applications, including issuing 600 million yuan in computing power vouchers and 300 million yuan for large model applications, aiming to transition AI from a technical model to commercial applications [3]. AI Application Landscape - The report discusses the evolution of AI applications from hardware to content, highlighting the potential for monetization through various models such as subscription and usage-based fees [4]. - It notes that the demand for AI content is strong, with platforms like Bilibili seeing a 100% year-on-year increase in daily AI content sales duration [6]. Company Focus and Earnings Forecast - The report highlights specific companies to watch, including Wanda Film, Shanghai Film, and Mango Super Media, all rated as "Buy" with projected earnings growth [9]. - The report also mentions companies exploring AI applications in education, such as Rongxin Culture and Tianzhou Culture, which are integrating AI into their products to enhance educational outcomes [6][7].