Group 1 - Hong Kong film stocks have strengthened, with Ningmeng Film (09857.HK) rising over 20% [1] - Alibaba Pictures (01060.HK) increased nearly 7% [1] - Other companies such as Lehua Group (02306.HK) and One Universe (01616.HK) also saw gains [1]

DataEye-ADX数据显示，6月以来，《金鳞岂是池中物》《八岁少年为国争光》等短剧多次跻身DataEye短剧热播榜，其中《金鳞岂是池中物》在抖音端原 生播放量突破 3.3 亿次。 这些爆款内容均出自影视行业老牌企业欢瑞世纪——这家曾以《古剑奇谭》《青云志》等长剧闻名的公司，自 2024 年正式入局短剧赛道。 欢瑞世纪在短剧赛道的布局究竟如何？目前取得了哪些成绩？ 一、欢瑞世纪短剧、互动剧布局 （一）短剧业务布局：上线近百部作品，近60天抖音端原生播放量超13.67亿 欢瑞世纪自 2024 年切入短剧赛道，经过了近一年的低调经营后，从2025年初开始，其短剧业务的各项数据急速增长，上线作品数量、账号粉丝量、短剧 作品上榜数量均有较大突破。其短剧业务布局主要依托全资子公司天津星链视界信息技术有限公司展开。天眼查数据显示，星链视界成立于 2023 年 12 月，注册资本100 万人民币。 来源：天眼查 在渠道分发层面，DataEye短剧观察发现，星链视界已在微信、抖音、快手、红果、拼多多等主流流量平台上设立了剧场账号及短剧小程序。 比如，微信端布局凤麟剧场、星恋剧场、小欢短剧、小妙短剧、青上剧场等多个短剧小程序 ...

Group 1 - The 30th Shanghai Television Festival opened with the theme "Thirty and Striving, New Journey of Light and Shadow," gathering television professionals from home and abroad [1] - The White Magnolia Award, established in 1988, has recognized significant works in Chinese television, marking milestones in the industry’s development [1] - The award has become synonymous with high-quality productions, showcasing notable series such as "The Hidden" and "The World" [1] Group 2 - The Shanghai Television Festival continues to serve as an "industry barometer," with the release of a new ultra-high-definition production list featuring six works [2] - The ultra-high-definition dramas are described as "pleasing" and "visually appealing," aiming to reshape aesthetic standards and enhance creative imagination [2]

Core Viewpoint - The 27th Shanghai International Film Festival highlights the importance of multi-layered film exhibition platforms in promoting the development of the film industry in China, showcasing local excellence and integrating advanced technologies [1][2]. Group 1: Film Festival Significance - The festival features over 400 films from 71 countries, emphasizing its role as a hub for global content and talent [1]. - Events like the "City Walk" and "Big World" film fan carnival illustrate how the festival can enhance cultural tourism and commercial synergy, creating value beyond the screen [1]. Group 2: Embracing Technology - The festival aims to integrate "film + technology" through immersive experiences like AR/VR, showcasing innovations such as robots on set and AI in creative processes [2]. - The introduction of the "Technology Creation" unit positions the festival as a nexus for merging cutting-edge technologies with traditional film art, paving the way for transformative changes in content creation and viewing experiences [2]. Group 3: Building a Multi-Layered Exhibition System - A multi-dimensional film exhibition system is essential for high-quality development in the film industry, maximizing platform effects and fostering international cooperation [2]. - Initiatives like the "Belt and Road" film week aim to deepen connections with emerging film markets, enhancing the global narrative of Chinese stories [2]. Group 4: Nurturing Vertical Innovation Platforms - Specialized film festivals focusing on genres like sci-fi, animation, and virtual reality can attract targeted creators and experts, serving as testing grounds for innovative ideas and technologies [3]. - The collaboration between international, regional, and vertical platforms is crucial for establishing a robust ecosystem that nurtures local talent and fosters technological advancements [3]. Group 5: Globalization and Digitalization - The Shanghai International Film Festival exemplifies how film festivals have evolved beyond mere exhibition to become resource integration and innovation hubs in the context of globalization and digitalization [3]. - A strong and broad platform allows for the effective presentation of Chinese stories, driven by cultural confidence and technological innovation, to resonate with global audiences [3].

2025 年 06 月 24 日 沪深300 及创业板指数近1年走势 数据来源：聚源 昨日涨跌幅前五行业 行业名称 涨跌幅(%) 计算机 2.251 国防军工 1.971 煤炭 1.683 银行 1.220 环保 1.203 数据来源：聚源 开源晨会 0624 ——晨会纪要 吴梦迪（分析师） wumengdi@kysec.cn 证书编号：S0790521070001 观点精粹 总量视角 【宏观经济】工业生产仍有韧性——宏观经济专题-20250623 行业公司 【农林牧渔】消费逐步进入淡季，短期鸡价或有压力——行业点评报告-20250623 【电子】半导体材料跟踪点评：盛合晶微进入辅导验收阶段，关注先进封装材料 投资机会——行业点评报告-20250623 【化工】固态电池产业化进展加速，高性能材料产业化先行——行业点评报告 -20250623 【社服】即时零售 618 大促表现亮眼，5 月茶咖头部品牌开店+店效双高增——行 业周报-20250622 【传媒】AI 模型、端侧齐发力，关注中报及内容新品带来的弹性——行业周报 -20250622 【医药：众生药业(002317.SZ)】夯实中药根基，创新转型乘风破浪 ...

Core Viewpoint - The short drama "Zhe Tian," adapted from a popular web novel, integrates AI technology throughout its production process, showcasing a unique blend of original IP and advanced technology [1][2]. Group 1: Project Overview - "Zhe Tian" is based on the highly popular fantasy novel by author Chen Dong, which has a significant fan base and has been developed into various media formats including games and animations [1]. - The short drama aims to evoke nostalgia and emotional resonance by retaining key character traits and storylines from the original work [1]. Group 2: AI Integration - AI technology plays a crucial role in the production of "Zhe Tian," contributing to virtual scene construction, special effects, character design, and narrative coherence [2]. - The use of AI includes "image-to-video" technology for efficient virtual scene creation, complex algorithms for dynamic special effects, and multi-modal emotional modeling for character expressions [2]. Group 3: Competitive Advantages - The company possesses three core advantages in the short drama market: a leading digital reading platform with a vast library of verified original content, deep integration of AI technology in the production process, and a closed-loop ecosystem that maximizes the value of short dramas [2]. - The CEO emphasizes that the company controls its own IP, unlike competitors who may rely on expensive external IP purchases [2]. Group 4: Future of AI in Production - The CEO expresses that while AI can facilitate mass production, the focus should remain on ensuring each work retains its uniqueness and accurately reflects the original story [3]. - The company views AI as a tool for enhancing the quality of productions rather than merely a means to achieve mass output [3].

Core Insights - The short drama business has become the largest segment for the company in Q1 of this year, indicating significant growth and potential in this area [10] - The company is leveraging its content resources and technological capabilities to deepen the integration of AI and intellectual property (IP) in the short drama sector [10] Group 1: Short Drama Development - The short drama "Zhe Tian" premiered on June 20 and is produced in collaboration with multiple partners, showcasing a strong industry network [3] - The company emphasizes a data-driven approach in content development, utilizing internal data and online feedback to identify user interest and potential for adaptation [4] - The integration of AI technology in the production of "Zhe Tian" allows for a unique blend of real-life footage and AI-generated scenes, enhancing the overall quality and emotional resonance of the content [8] Group 2: AI Technology and Content Creation - AI technology is seen as a tool to enhance production efficiency and quality, rather than merely a means for mass production [9] - The company aims to maintain the uniqueness of each work, ensuring faithful adaptations of original stories and character traits [9] - The introduction of AI in the short drama sector is expected to expand visual boundaries and narrative possibilities, contributing to a richer viewing experience [9] Group 3: Financial Performance and Market Position - In 2024, the company's derivative business revenue reached 776 million yuan, accounting for 30.02% of total revenue, marking it as a significant growth driver [10] - The short drama productions primarily target young audiences, focusing on themes that evoke strong emotional responses, while also incorporating cultural and social elements [11] - The company has developed a diverse portfolio of successful titles, enhancing its market presence and brand recognition [11]

金十数据6月23日讯，受中东局势紧张加剧影响恒指早间跳空低开近200点，随后低开高走，午盘前一度 转涨，最高见23600.42点。截至午间收盘，恒指收跌0.13%，报23498.82点，科指接近平收，报5133.02 点，恒指大市成交额达1082.06亿港元。盘面上，半导体、新消费板块表现强势，港口航运板块涨幅居 前，石油股冲高回落，手游股、影视股跌幅居前。个股方面，中芯国际(00981.HK)收涨4.94%，老铺黄 金(06181.HK)收涨7.12%，三花智控(02050.HK)上市首日破发，半日收跌2.13%，哔哩哔哩(09626.HK)收 跌0.89%。 港股午评：恒指低开高走小幅收跌 半导体板块表现强势 ...

Core Viewpoint - The launch of the AI-integrated micro-drama "Zhetian" by Zhangyue demonstrates the potential of AI technology in enhancing visual storytelling while respecting the original literary work [1][20]. Group 1: Launch and Reception - "Zhetian" was launched on June 20 across multiple platforms, including Douyin and the SuKan Short Drama APP, generating over 100 million discussions online [2][7]. - The pre-launch marketing strategy included significant engagement on social media, leading to a reservation count of 54,000 on the existing apps [4][6]. Group 2: AI Application in Production - The adaptation process involved extensive analysis and collaboration with original creators, ensuring a high fidelity to the source material, which consists of over 1,800 chapters and 6.5 million words [8]. - AI was utilized throughout the production process, from character design to modeling and rendering, allowing for a streamlined creative workflow [9][18]. - Specific scenes, such as the "Nine Dragons Coffin," showcased advanced AI effects that enhanced the visual realism and fidelity to the original descriptions [10][12]. Group 3: Current Trends in AI Micro-Drama - AI has become a crucial tool in the production of sci-fi and suspense micro-dramas, with a notable increase in AI-generated content expected in the latter half of 2024 [15]. - The integration of AI in micro-drama production has led to cost reductions and enhanced creative capabilities, allowing for the realization of complex scenes that would be challenging to produce traditionally [17][19]. - The ongoing advancements in AI technology are improving the quality of micro-dramas, addressing previous limitations such as script coherence and character animation [19].

本届上海电视节开幕式启动"白玉兰国际推广计划"。该计划充分发挥上海电视节已有的国际影响力，积极拓展"国际朋友圈"，强化电视节作为文化交流桥梁 的关键作用。计划在未来三年内，搭建起中国视听内容与全球市场互通的"资源库"，运用数据驱动的精准推广、文旅融合的场景体验以及长效化的合作机 制，显著提升中国优质视听内容出海的效率。 本届电视节征片在国别拓展上取得显著突破，中国剧、海外剧、纪录片、动画片、综艺五大类别共征集到来自五大洲43个国家和地区的近千部作品，其中纪 录片报名数量增幅约为10%，增长最为显著。 第30届上海电视节今日（6月23日）开幕，为期五天。本届电视节将举办白玉兰评奖、白玉兰论坛、国际影视市场、电视节目展播等一系列活动。"白玉兰绽 放"颁奖典礼将于6月27日举行。 00 appaccacacagagamm r start tj 本届电视节的白玉兰奖国际优秀电视节目展播将安排放映六部上合组织成员国的影视作品。此次展映是总局"视听融情 和合共行"上海合作组织国家电视节 节目展播系列活动的重要组成部分。"白玉兰飘香"惠民放映活动覆盖上海全市16个区的文化新空间，持续深化"家门口的电视节"品牌建设。 今年， ...