近年来，随着短视频平台的崛起，短视频与短剧抢走了观众越来越多的注意力，挤压了长视频平台和传 统广电的市场，电视剧的发展也受到一定影响。互联网短剧和影视剧的审核机制不同，前者往往依靠穿 越、重生、豪门、霸总等等各种直接制造"爽点"的剧情吸引眼球。 《若干举措》提出改进电视剧集数和季播剧播出间隔时长等管理政策，并改进电视剧内容审查工作，优 化机制、提高效率，这些举措将给电视台与电视剧制作机构在制作、播出等领域增加更多的空间，有利 于提高传统广电在内容和商业上的竞争力。同时，《若干举措》提出的推动优秀境外节目引进播出，也 将吸引更多观众回归电视频道。 一直以来，影视剧是文化产业的重要组成部分之一，通常以较长的篇幅以及鲜明的角色展现丰富的故事 情节。因此，影视剧是文化IP，尤其是可商业化IP的重要来源，具有巨大的商业价值，并成为国家软实 力的重要来源。 近日，国家广播电视总局印发实施《进一步丰富电视大屏内容促进广电视听内容供给的若干举措》（下 称《若干举措》）。《若干举措》强调，要多措并举加强内容建设，增加优质广电视听内容供给。实 施"内容焕新计划"，加强内容创新；改进电视剧集数和季播剧播出间隔时长等管理政策；改进电 ...

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 市场盘点 周二，美元指数日内围绕98关口来回震荡，最终收涨0.12%，报98.24；基准的10年期美债收益率收报4.309%，2年期美债收益率收报3.759%。 美国财长贝森特：将在9月1日前后开始会见11名美联储主席候选人 美联储金融监管副主席建议允许美联储工作人员持有少量加密货币 知情人士：白宫考虑在匈牙利举办俄乌领导人峰会 美商务部长卢特尼克证实政府寻求收购英特尔10%的股份 特朗普排除向乌克兰派遣地面部队的可能性，但空中支援是一种选择 标普确认美国"AA+/A-1+"主权评级，展望保持稳定 中印边界问题特别代表会晤达成10点共识 个人养老金新增3种领取情形 工信部等部门联合召开光伏产业座谈会，部署进一步规范光伏产业竞争秩序工作 现货黄金先涨后跌，盘中一度涨至3345.25的日内高点，随后持续下跌，并在美盘前加速跌势，抹去日内全部涨幅并转跌，最终收跌0.51%，收报3315.60美 元/盎司；现货白银收跌1.68%，报37.37美元/盎司。 因交易员开始押 ...

一份重磅文件，"点燃"了影视圈。8月18日、19日，A股影视板块连续上涨，多家影视企业涨停，美股 上市的爱奇艺在当地时间8月18日盘中一度大涨近27%。 影视圈"沸腾"，与一则文件相关。近日，国家广播电视总局印发实施《进一步丰富电视大屏内容 促进 广电视听内容供给的若干举措》，就改进电视剧集数和季播剧播出间隔时长，以及改进电视剧内容审查 工作等方面提出多项具体举措。 《若干举措》强调，要多措并举加强内容建设，增加优质广电视听内容供给。具体涉及多方面内容，如 改进电视剧集数和季播剧播出间隔时长等管理政策；改进电视剧内容审查工作，优化机制、提高效率； 加强纪录片、动画片精品创作；鼓励支持优秀微短剧进入电视播出等。 "之前就有所耳闻，这次的新政还是超出了大家的预期。"国内某头部影视企业相关人士韩峰（化名）向 证券时报记者表示，新政直面行业"痛点"，将对产业发展产生积极作用。 重磅新政来了 8月18日晚，国家广播电视总局（下称"广电总局"）发文提到，近日广电总局印发实施《进一步丰富电 视大屏内容 促进广电视听内容供给的若干举措》（下称《若干举措》）。 广电总局表示，将组织指导协调各省（区、市）广播电视局、广播电视台， ...

证券时报记者吴志 一份重磅文件，"点燃"了影视圈。8月18日、19日，A股影视板块连续上涨，多家影视企业涨停，美股 上市的爱奇艺在当地时间8月18日盘中一度大涨近27%。 影视圈"沸腾"，与一则文件相关。近日，国家广播电视总局印发实施《进一步丰富电视大屏内容促进广 电视听内容供给的若干举措》，就改进电视剧集数和季播剧播出间隔时长，以及改进电视剧内容审查工 作等方面提出多项具体举措。 "之前就有所耳闻，这次的新政还是超出了大家的预期。"国内某头部影视企业相关人士韩峰（化名）向 证券时报记者表示，新政直面行业"痛点"，将对产业发展产生积极作用。 重磅新政来了 8月18日晚，国家广播电视总局（下称"广电总局"）发文提到，近日广电总局印发实施《进一步丰富电 视大屏内容促进广电视听内容供给的若干举措》（下称《若干举措》）。 《若干举措》强调，要多措并举加强内容建设，增加优质广电视听内容供给。具体涉及多方面内容，如 改进电视剧集数和季播剧播出间隔时长等管理政策；改进电视剧内容审查工作，优化机制、提高效率； 加强纪录片、动画片精品创作；鼓励支持优秀微短剧进入电视播出等。 广电总局表示，将组织指导协调各省（区、市）广播电视局 ...

Group 1 - The National Radio and Television Administration has implemented measures to enhance content construction and increase the supply of quality audiovisual content, including improvements in the management policies for TV series and support for micro-short dramas [1] - The "2024 China Micro-Short Drama Industry Research Report" indicates that the market size of micro-short dramas will exceed 50.5 billion yuan, surpassing box office revenues, and becoming a significant growth point for online audio-visual income [1] - Micro-short dramas are gaining international traction through AI translation and local adaptations, enhancing their dissemination efficiency and expanding their global reach [1] Group 2 - In the A-share market, there are 50 listed companies involved in the short drama business, with several companies actively developing this sector [2] - Kunlun Wanwei's AI short drama platform, DramaWave, has achieved over 30 million downloads and more than 10 million monthly active users as of March 2025 [2] - Mango Excellent Media has successfully distributed several short dramas overseas, achieving positive broadcasting results on platforms like Netflix and in various Southeast Asian markets [2] Group 3 - Perfect World has launched a micro-short drama channel "Her World," covering multiple media platforms, and the total market capitalization of short drama concept stocks in the A-share market has reached approximately 631.97 billion yuan [3] - The average increase in short drama concept stocks this year is 18.64%, with several stocks, including Xingfu Lanhai and Jishi Media, seeing cumulative gains exceeding 50% [3] - Fourteen short drama concept stocks have received "positive" ratings from five or more institutions, with Mango Excellent Media receiving the highest number of ratings at 23 [3]

Core Viewpoint - The article discusses the differences between the Chinese and Korean film industries, emphasizing how Korea has successfully established a strong cultural identity through its film and television productions, while China struggles with the prevalence of low-quality films [5][6]. Group 1: Chinese Film Characteristics - Chinese quality films often embody a "grassroots spirit" and a narrative of "common struggle," focusing on characters who transcend personal desires for greater ideals [5][8]. - The evolution of Chinese protagonists reflects a shift from socialist realism to a more complex portrayal of characters who embody self-overcoming and collective ideals, contrasting with Western narratives that often feature larger-than-life heroes [10][11]. Group 2: Korean Film Industry Insights - The Korean film industry has established a symbiotic relationship with the government, which actively supports and funds small production companies, creating a robust ecosystem for film production [18]. - The success of Korean dramas has led to a cultural phenomenon where learning the Korean language has become popular in Europe, showcasing the strategic value of the film industry in national branding [17][18]. Group 3: Cultural and Economic Implications - The article highlights the need for a "negotiated decoding" relationship between creators and audiences, which is currently lacking in the Chinese film industry, leading to a general skepticism towards new releases [19]. - The discussion includes the role of capital in the film industry, noting that while capital can drive production, it also complicates the relationship between artistic integrity and commercial success [24][23]. Group 4: Future Directions - There is a call for a cultural reconstruction that emphasizes shared values and community, suggesting that the film industry should focus on creating narratives that resonate with the everyday experiences of the audience [27]. - The potential for new forms of storytelling and audience engagement through digital platforms and user-generated content is recognized as a transformative force in the industry [22][27].

Investment Rating - The report maintains a "Market Perform" rating for the media sector relative to the Shanghai and Shenzhen 300 Index [1] Core Views - The report expresses a positive outlook on sub-sectors such as gaming, publishing, and IP derivatives, highlighting strong performance and growth potential in these areas [12][13] - The gaming market in H1 2025 reached new highs in both market size and user data, supported by favorable policies and the integration of AI technology [12][42] - The publishing sector shows stable demand for educational materials, with a recommendation to focus on state-owned companies with high dividend yields [13] - The film sector is expected to see improved performance in Q3 due to the summer box office demand, despite a weaker Q2 [14] Summary by Sections Investment Recommendations - Continuous optimism for gaming, publishing, and IP derivative sectors due to strong performance and growth potential [12] - Emphasis on the gaming sector's resilience and AI's role in enhancing valuation [12][42] - Recommendations to monitor companies with positive fundamentals ahead of the upcoming mid-year reports [12] Market Review - From July 21 to August 15, 2025, the media sector rose by 6.56%, outperforming the Shanghai and Shenzhen 300 Index [15][16] - The gaming and broadcasting sectors saw significant increases of 12.55%, while the publishing sector grew by 1.35% [16] - The overall PE ratio for the media sector as of August 15, 2025, is 31.11, significantly above the historical average [22] Industry News - New policies from the Shanghai Municipal Government aim to support high-quality internet content creation [23] - The approval of 127 domestic game licenses in July 2025 indicates a robust regulatory environment for the gaming industry [25] - The central government emphasizes the importance of artificial intelligence in driving economic growth and innovation [25] Monthly Data Film Market - In July 2025, the domestic film market generated a box office of 4.067 billion yuan, a year-on-year decrease of 24.38% [26] - The total box office for the first seven months of 2025 reached 33.299 billion yuan, reflecting a 13.72% increase year-on-year [26] Game Market - The domestic gaming market's actual sales revenue for the first half of 2025 was 168 billion yuan, marking a 14.08% year-on-year increase [42] - The user base for games reached 679 million, a 0.72% increase from the previous year [42]

另一方面，李强：采取有力措施巩固房地产市场止跌回稳态势，内房股高开低走，物管股全天强势，鑫 苑服务涨9.8%领衔，餐饮股、体育用品股等消费概念股表现活跃，海运股、手游股、汽车股部分上 涨。(格隆汇) 格隆汇8月19日｜港股三大指数震荡收跌，恒生指数跌0.21%，国企指数跌0.3%，恒生科技指数跌 0.67%，总体情绪相对平稳。 盘面上，作为市场风向标的大型科技股多数转跌，其中，网易、小米跌1.2%，美团、京东、阿里巴巴 飘绿，腾讯、快手小幅上涨；昨日领衔板块上涨的影视股大幅走低，半导体芯片股、中资券商股、稀土 概念股、创新药概念股、黄金股、脑机接口概念股等热门板块纷纷走低。 (责任编辑：宋政 HN002) 【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 ...

港股三大指数震荡收跌，恒生指数跌0.21%，国企指数跌0.3%，恒生科技指数跌0.67%，总体情绪相对 平稳。 另一方面，李强：采取有力措施巩固房地产市场止跌回稳态势，内房股高开低走，物管股全天强势，鑫 苑服务涨9.8%领衔，餐饮股、体育用品股等消费概念股表现活跃，海运股、手游股、汽车股部分上 涨。(格隆汇) 盘面上，作为市场风向标的大型科技股多数转跌，其中，网易、小米跌1.2%，美团、京东、阿里巴巴 飘绿，腾讯、快手小幅上涨；昨日领衔板块上涨的影视股大幅走低，半导体芯片股、中资券商股、稀土 概念股、创新药概念股、黄金股、脑机接口概念股等热门板块纷纷走低。此外，连续上涨的直播概念股 东方甄选高台跳水，跌近21%。 ...

Core Insights - The report highlights a mixed performance in the Hong Kong stock market, with the Hang Seng Index declining by 0.37%, while the Hang Seng Tech Index increased by 0.65, indicating a structural rotation of funds focusing on growth sectors [2][4][6] - The report notes a significant increase in trading volume, reaching HKD 312.78 billion, with a decrease in the short-selling ratio to 15.815% [2] - The report emphasizes the strong performance of sectors such as film, pharmaceuticals, automotive, and technology, while traditional defensive sectors faced downward pressure [4][6] Market Performance - The net inflow of southbound funds through the Stock Connect was HKD 1.387 billion, with notable net purchases in stocks like China Life and Alibaba, while the most sold stocks included the Tracker Fund and Xiaomi [3] - The film sector saw a remarkable rise, with companies like Lingmeng Entertainment increasing by over 21%, driven by a recovery in box office demand [4] - The automotive supply chain continued to perform strongly, with companies like BYD and NIO showing significant gains, reflecting consumer upgrades [5] Company Analysis: Shuangdeng Group - Shuangdeng Group is a leading company in the energy storage business within the big data and communications sector, ranking first in global shipments of communication and data center energy storage batteries with an 11% market share [11][12] - The company's revenue for 2022, 2023, and 2024 is projected to be HKD 4.073 billion, HKD 4.260 billion, and HKD 4.499 billion respectively, with net profits of HKD 281 million, HKD 385 million, and HKD 353 million [12] - The company plans to use approximately 40% of the raised funds for building a lithium-ion battery production facility in Southeast Asia and 35% for establishing a research and development center [17] Industry Outlook - The global communication base station count is expected to rise from 210 million in 2024 to 439 million by 2030, driving the demand for energy storage solutions [14] - The competitive landscape in the global energy storage market is intense, with the top five manufacturers holding a combined market share of about 40.7% [14] - The report indicates that the demand for data centers and communication base stations is rapidly increasing, which will significantly boost the energy storage market [14][15]