【导读】多家私募竟然联手拍短剧，背后是什么原因？ 中国基金报记者 吴君 短剧的风，终于还是吹到了私募基金行业。 基金君获悉，一部《重生千禧年，我靠期货走上复仇之路》的短剧，于今年 8 月 5 日正式在 横店开拍， 9 月或将上映。 本周，该短剧的一张海报在网上流传，里面提到资本、霸总、重生、爱情、复仇等元素，非 常符合当下流行的爽剧风格。该剧出品方是三家私募基金管理人 —— 洼盈投资、山海基金、 深涵资本，据了解，该剧的剧本由某知名期货公司操刀。 根据相关海报信息，该短剧的剧情梗概是： 47 岁的盈顺（男主）原来是规模上百亿元的私募 基金的老板，他为人单纯，沉迷交易。 2025 年 4 月，特朗普宣布关税计划，国内外期货大 宗商品出现大幅波动，盈顺的资金巨亏。而盈顺妻子周雅（反派）早就出轨、借机离婚分割 财产，合作伙伴赵天阳（反派）挪用了资金，盈顺意识到被妻子和伙伴出卖，心力交瘁，突 发心梗去世。但后来盈顺重生了，并且靠期货走上复仇之路，报复害死自己的真凶赵天阳等 人。 这部短剧还是双女主设定，女主之一苏小曼是盈顺的初中同学和初恋，父亲因 "327" 国债期 货事件跳楼自杀，她深受其累未能考上大学，平日里和母 ...

Core Insights - "Sweeping Drug Storm" has emerged as a dark horse in the summer drama season, showcasing a gripping narrative and a blend of historical and fateful storytelling [2] - The series achieved a peak viewership rating of 2.8568% and topped all major time slots 16 times since its premiere on July 12 [2] - The show has received high audience ratings, with a Douban score starting at 7.9 and peaking at 8.0, making it the highest-rated domestic drama of the summer [2] Group 1: Narrative and Production - The series is set against the backdrop of the 1990s, focusing on the drug enforcement efforts of police officer Lin Qiangfeng and the ensuing conflict with drug trafficker Lu Shaohua [4] - "Sweeping Drug Storm" took five years from conception to release, emphasizing a "realism" approach through extensive field research to accurately depict the challenges of drug enforcement [6] - The show employs a documentary-style filming technique, enhancing the immersive experience for viewers by authentically recreating the 1990s atmosphere [6][8] Group 2: Industry Impact and Future Prospects - The series represents a new benchmark in the crime drama genre, showcasing innovative storytelling that blends multiple narratives and perspectives [8] - New Classics Media has a strong track record in various genres, including adaptations of serious literature and urban dramas, maintaining a high success rate in the industry [9] - The success of "Sweeping Drug Storm" reinforces New Classics Media's commitment to quality content and its strategic expansion into the public security and law enforcement genre, with several upcoming projects in the pipeline [11]

直播带货成为风口时，各地争相打造直播电商基地，包括杭州、广州在内的城市，都努力争夺中国直播电商之都第一的称号。 然而，随着直播带货退潮，行业整体增速放缓，亏损玩家逐渐淘汰出局，为直播带货玩家提供直播场地的直播基地，也从最开始的遍地开花沦为一地鸡 毛。业内甚至有观点认为，90%的直播基地不挣钱。 直播基地的掘金故事尚未完全落幕，另一个"卖铲人"的故事开始热情上演。 眼下，短剧基地的创业潮如火如荼，除了业内熟悉的西安、郑州两大短剧之都，全国范围内，包括河北、河南、山东在内的多个省份城市都喊出了打造短 剧基地的口号。 人人都想赶上短剧的东风。短剧市场仍在高速增长，数据显示，预计2025年短剧市场规模将达到634.3亿元。这样一个体量的赛道，能容得下多少个短剧 基地？短剧基地兴建潮，究竟是风口还是泡沫？谁将成为短剧之都第一城？ 横店之后，争做"竖店" 横店，是第一个广为人知的短剧影视基地。"横店变竖店"的调侃，让这座曾经以长剧为主的影视基地，彻底完成了一次用户心智调转。 短剧与横店的互相成就有目共睹。横店日均6个微短剧组，为行业提供了最早一批短剧供给，短剧的出圈，也成功让横店生长出新的影视未来。 只是，西安短剧公司的 ...

证券之星价投圈财报分析工具显示：业务评价：公司去年的ROIC为5.42%，资本回报率一般。去年的净 利率为7.01%，算上全部成本后，公司产品或服务的附加值一般。从历史年报数据统计来看，公司上市 以来中位数ROIC为10.89%，投资回报也较好，其中最惨年份2024年的ROIC为5.42%，投资回报一般。 公司历史上的财报相对良好(注：公司上市时间不满10年，上市时间越长财务均分参考意义越大。)。商 业模式：公司业绩主要依靠营销驱动。需要仔细研究这类驱动力背后的实际情况。 财报体检工具显示：建议关注公司应收账款状况(应收账款/利润已达329.71%) 本次财报公布的各项数据指标表现尚佳。其中，毛利率42.49%，同比减10.94%，净利率1.9%，同比增 38.88%，销售费用、管理费用、财务费用总计1.11亿元，三费占营收比37.44%，同比减2.74%，每股净 资产7.23元，同比增5.84%，每股经营性现金流-0.27元，同比减73.13%，每股收益0.06元，同比增 79.31% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | ...

来源：环球网 埃里森指出，新技术的应用从不意味着对创意人员地位的威胁。他将当前的人工智能技术革新比作20世 纪90年代皮克斯推动三维动画取代传统手绘动画的变革时期："当年人们也曾担忧技术会冲击动画师， 但皮克斯的实践证明，新技术只是给创作者递上了一支'新铅笔'，帮助他们实现以往难以完成的创作。 如今，人工智能正将我们带入类似的转折阶段。" 谈及人工智能对行业的具体助力，埃里森提到，大制作影片成本居高不下是当前影视行业面临的挑战之 一。以经典影片《终结者》为例，若在当下翻拍，成本将大幅攀升，这在一定程度上限制了年轻电影人 和艺术家进行大胆、原创的创作。而人工智能技术有望有效降低制作成本，为更多新锐创作者提供施展 才华的空间。 对于行业未来，埃里森还展望，借助人工智能技术，观众有望实现与电影角色的直接互动。 【环球网科技综合报道】8月8日消息，当地时间周四，派拉蒙与Skydance联合公司负责人大卫・埃里森 在记者会上明确表示，好莱坞应积极拥抱人工智能技术，不必对其抱有恐惧。他强调，人工智能不会取 代创意，而是将成为推动影视行业发展的重要力量。 目前，面对人工智能的快速发展，好莱坞呈现出不同态度。狮门影业、AMC ...

Group 1 - The core viewpoint of the article highlights the success of the film "Nanjing Photo Studio," directed by Shen Ao, which has significantly contributed to the summer box office, achieving a total of 18.98 billion yuan, accounting for 24.6% of the total summer box office of 77.07 billion yuan as of August 7 [1] - "Nanjing Photo Studio" is based on real evidence of Japanese war crimes during the Nanjing Massacre, focusing on a refuge called "Jixiang Photo Studio," where civilians initially seek to survive but end up documenting war crimes through photographs [1] - Shen Ao has emerged as a market benchmark for a new generation of directors, with his previous film "All In" grossing 38.51 billion yuan, showcasing a strong trend towards realism in his works [1] Group 2 - Shen Ao emphasizes the complementary relationship between micro-short dramas and films, suggesting that both can coexist and cater to different audience needs, rather than competing against each other [2] - He believes that films possess unique technical and narrative advantages, such as the ability to construct complete stories and explore complex themes, while also highlighting the immersive experience of watching films on the big screen [3] - In discussing the international expansion of films, Shen Ao suggests diversifying into various genres beyond established ones like martial arts and action films, including mystery, youth, science fiction, and romance [3]

Core Viewpoint - Beijing Culture (000802.SZ) reported a significant divergence between revenue and profit in the first half of 2025, with revenue soaring to 158 million yuan, a year-on-year increase of 1944.24%, while net profit plummeted to -233 million yuan, a year-on-year decline of 610.29% [1][2]. Revenue Analysis - The dramatic revenue increase was primarily driven by the film business, particularly from the movie "Fengshen Part II," which was released on January 29, 2025, contributing significantly to the revenue growth [2][4]. - Despite achieving a box office of 1.238 billion yuan, "Fengshen Part II" underperformed against market expectations due to strong competition from other films [2][4]. Cost Structure and Profitability - The company's operating costs surged by 25084.52% to 357 million yuan, far exceeding the revenue growth, leading to a gross margin of -126.14%, a decline of 207.78 percentage points [4][6]. - The high production costs associated with "Fengshen Part II," including special effects and marketing expenses, were key factors in the substantial losses [4][6]. Financial Health and Risks - Beijing Culture has been trapped in a cycle of continuous losses, accumulating nearly 3.7 billion yuan in losses since 2019, with net assets reduced to 831 million yuan [8][10]. - The company's reliance on a single film's success exposes it to significant financial risks, as seen with the underperformance of "Fengshen Part II" [10][12]. Market Expectations and Future Outlook - Despite weak financial performance, the company's stock price has seen a significant increase, driven by market speculation regarding its project pipeline and potential future earnings [11][12]. - The market is focused on three key areas: the long-term value of film series, short-term catalysts from upcoming projects, and the potential revaluation of IP assets due to strengthened copyright protections [11][12]. Strategic Challenges - The company faces a critical transformation window in the second half of 2025, with upcoming projects like "Dongji Island" and "Fengshen Part III" expected to influence its financial trajectory [12]. - Long-term sustainability hinges on diversifying revenue streams and reducing dependence on single film performances, necessitating a fundamental restructuring of its business model [12].

天呐，他们赚翻了：凭借与派拉蒙（Paramount）15亿美元的新合约，《南方公园》创作者马特·斯通（Matt Stone）与特雷·帕克（Trey Parker） 身家均飙升至12亿美元。图片来源：JON KOPALOFF/PARAMOUNT PLUS/GETTY IMAGES 原文标题：《〈南方公园〉的创作者如今成为亿万富豪》 在与派拉蒙签署价值15亿美元的新合约后，特雷·帕克与马特·斯通跻身好莱坞最顶级的精英圈层。 7月2日，帕克与斯通在X.com平台发表声明，火力全开："这破并购简直一团糟，把《南方公园》都搞砸了。" 01 近日，两项交易均尘埃落定。 当地时间7月21日，帕克与斯通签署了为期五年、价值15亿美元的流媒体协议，根据协议，《南方公园》将登陆全球范围内的Paramount+平台；24日，美 国联邦通信委员会（FCC）正式批准天空之舞收购案。这份合约让这对搭档坐稳了好莱坞最高薪电视制片人的宝座，也让55岁的帕克和54岁的斯通成为亿 万富豪——据估算，二人身家均达12亿美元。 然而，这份每年向二人最低支付2.5亿美元的新合约并未终结派拉蒙的麻烦。在23日播出的新季首集中，唐纳德·特朗普（Donal ...

在现场，130台2620万像素的红外相机组成矩阵，犹如科幻电影中的未来装置，以"亚毫米"级精度捕捉 着演员的每一个细微动作。"'亚毫米级'捕捉，就是捕捉精度能达到比 1 毫米还小的程度，如手指关节 的细微颤动、走路时脚踝的轻微扭转，这些肉眼难察觉的小动作都能被精准记录，让虚拟角色的动作和 真人几乎一样自然。我们的系统支持10人以上同时捕捉，包括手指关节和面部微表情，这样能大幅缩短 作品的制作周期。"动捕技术总监王祎说。 新京报讯（记者周怀宗）8月7日，位于北京怀柔区杨宋镇的动作捕捉基地正式投用，据悉，该基地是目 前亚洲最大的动捕中心。 据介绍，动作捕捉技术是一种借助先进设备，精准记录演员动作并将其转化为数字模型动画的技术，在 影视、游戏等领域应用广泛。 除了庞大的硬件规模和尖端的技术配置，基地还提供全链条服务，内设化妆间、道具库房等形成一站式 制作空间，打造覆盖影视、3A游戏、虚拟制作及非遗数字化等场景，推动跨界应用，为具身智能、无 人机定位、影视后期等提供技术支持。 杨宋镇党委宣传委员赵青介绍，作为中国影都的核心承载地，杨宋镇已构建起"创作-制作-发行"全链条 影视产业生态。未来将继续推动影视文化与科技创新 ...

0:00 新华社音视频部制作 8月7日，国务院新闻办公室举行"新征程上的奋斗者"中外记者见面会，请电影行业从业者代表围绕"推 动电影高质量发展 丰富人民精神生活"与中外记者见面交流。墨境天合无锡数字图像科技有限公司联合 创始人、视效总监魏明说，视效领域是一个需要技术积累，同时需要艺术底蕴的一个领域，它不仅要讲 述故事，同时也要传递情感，我们就是用计算机图形图像学，努力为观众创造大银幕上的震撼。 ...