12月11日晚间，迪士尼宣布，将向OpenAI投资10亿美元，并允许用户在Sora上使用迪士尼旗下的版权 角色制作视频。 OpenAI于9月推出了Sora，这是一款只需输入文字提示就能生成短视频的工具。根据OpenAI与迪士尼达 成的新协议，Sora用户将能够使用迪士尼、漫威、皮克斯及《星球大战》系列在内的200多个角色进行 创作。 3. 传媒与娱乐板块：内容生产范式面临重构 迪士尼作为全球内容行业标杆，其拥抱AI的动作可能加速行业对AI辅助创作、AI驱动互动的采纳。A股 影视制作、游戏、动漫公司中，已积极投入AI用于剧本生成、分镜设计、角色创建、场景生成等环节 的企业，有望在降本增效与创新体验上建立先发优势。 OpenAI表示，用户在使用ChatGPT Images时也可以调用同样的知识产权，只需用自然语言输入提示， 即可生成图像。 迪士尼与OpenAI的联手，是一次"顶级IP池"与"顶尖AI生产力"的深度融合，为全球文娱产业数字化升级 树立了新坐标。对A股市场而言，这一事件不仅强化了AI多模态应用的主线逻辑，也为IP运营、内容生 产、数据服务等细分赛道注入主题动力。投资者可沿"技术+IP+场景"三角框架， ...

Group 1 - The company, Fuchun Co., Ltd. (300299.SZ), has stated on an interactive platform that it has not yet engaged in the anime business [1]

一个动画IP为什么能引发如此消费热潮？中央财经大学文化经济研究院院长魏鹏举表示，这背后是"注 意力经济"与"意义消费"的双重驱动。 魏鹏举说："第一个是注意力经济，因为'被看到'是现代社会人们越来越重要的一个社交需求，买这样 的周边其实是一种进入潮流、被周边朋友认同，而且形成新的社交圈子的消费行为。第二方面，很重要 的还是一种'意义消费'。我不太认同一个说法就是所谓'消费降级'，现在最重要的问题是人们的消费诉 求在往上走，所以现在更有内涵、更有意义和输出价值的，社会认同度更高，优质的潮玩IP其实无论在 国内还是国际上，都非常受欢迎，而且消费势头是在增长的。" 从《哪吒2》到《疯狂动物城2》，动漫IP联名似乎已经成为流量密码。但这种热潮能否持续？魏鹏举认 为，优质IP短期爆火不难，难的是保持长红，延续流量的关键在于价值链和产业链的延伸能力。迪士尼 的模式就是把IP开发视为长期战略，而非短期营销行为。 魏鹏举说："首先他们在原创方面本身就像科技研发一样长期储备，这是一个源头。另外一方面，他们 在向全球做广泛综合的整合营销传播，优秀的IP通过在线或者院线的方式实现一轮价值变现，在推出的 时候就跟相关的周边合作商进行 ...

Core Insights - The article highlights the emergence of "first-release economy" as a significant trend in consumer behavior, particularly among the youth, driven by cultural pride and innovative marketing strategies [1][3][10] Group 1: First-Release Economy - The "first-release economy" is supported by government initiatives aimed at promoting new consumption models and encouraging brands to launch flagship stores and products [1][3] - The popularity of cultural IPs, such as "Nezha: Birth of the Demon Child" and "Black Myth: Wukong," has led to a surge in related merchandise sales, indicating a strong consumer demand for culturally resonant products [3][5][10] Group 2: Youth Engagement and Cultural Connection - Young consumers show a natural affinity for traditional cultural symbols, which enhances their emotional connection to domestic IPs, translating into higher purchase intentions [5][10] - A report indicates that 78.9% of surveyed youth are more likely to buy products that incorporate national cultural elements, showcasing the potential for brands to leverage this trend [5] Group 3: Economic Impact and Job Creation - The rise of national cultural trends has stimulated local economies, as seen in the case of Xixian County, where tourism and related services have flourished due to the popularity of cultural IPs [8][10] - The "Wukong effect" has led to significant job creation in tourism and related sectors, with the number of tour guides increasing from 8 to 31, and new businesses emerging to cater to the influx of visitors [8][10] Group 4: Policy Support and Market Growth - Government policies are encouraging the development of original IPs across various sectors, including animation, esports, and gaming, which is expected to further boost the national cultural market [3][10] - The national cultural market has surpassed 2 trillion yuan and is projected to exceed 3 trillion yuan by 2028, driven by policy incentives and consumer upgrades [8]

点击上图▲立即购票 惊艳、尖叫和思考，都会出现在这场AI大秀上！12月28日在厦门，吴老师将通过一 场名为"AI闪耀中国"的科技人文秀，把他在2025年所看到的最新的人工智能成果用 视觉化的创意展现给大家。本次活动由吴晓波频道、优酷、七维动力、东南卫视联合 主办，自11月27日起，我们推出"半价票限量秒杀"活动，每日10张，先到先得， 【点击此处，立即购票】 吧 " 当所有人都涌向风口 —— 谁在真正赚钱？谁又在背后卖铲子？ " 文 /巴九灵（微信公众号：吴晓波频道） "现在去参加微短剧的行业会议，十个人中起码一半的人要跟你聊AI漫剧。"李程，一位AI漫剧的创业者，入行差不多半年，如此感慨"如果你再和 AI公司聊商业落地场景，可能也有一半的人要提AI漫剧。" 漫剧，可以理解为"漫画的视频化"。它将静态的漫画分镜，配上语音、音效与简单的动态效果，制作成每集仅2—3分钟的视频内容，适合在手机 上碎片化消费。而AI技术的加持，正在让这一形式的制作效率实现质的飞跃。 AI漫剧制作教程 图源：小红书 "过去大家都觉得做漫剧周期长、成本高，用上AI之后，几天就能产出一部漫剧"李程透露，"而且成本很低，有的AI漫剧可能成本 ...

在Z世代主导的消费市场，品牌的情感共鸣力远比产品功能更具穿透力。叮当猫品牌深耕市场二十余 载，精准把握年轻群体的需求变化，以历时五年巨资打磨的动漫IP《爆笑星球》以"叮当猫"为核心，凭 借兼具萌趣特质与治愈力量的品牌表达，从众多竞争者中强势突围，不仅成为全龄段受众喜爱的国民品 牌，更构建起独具特色的品牌发展生态，为国产品牌IP化转型树立了新标杆。 "传递善意与欢乐"是叮当猫品牌始终坚守的核心使命，这一使命贯穿于品牌发展的每一个环节。在核心 背景故事《叮当猫的治愈欢乐之旅》中，品牌为IP赋予"奔赴地球传递温暖"的使命，它的"温暖天线"总 能精准捕捉人类的负面情绪，即便频繁因信号失灵闹乌龙，也总能用轻蹭手背释放安心光波、耐心倾听 老人故事等举动传递暖意。这种"乌龙背后的善意"，正是叮当猫品牌的精神缩影——不追求刻意的完美 表达，而是以真诚、纯粹的态度，为受众带去切实的情感慰藉。 基于这一使命，叮当猫品牌构建了清晰的价值体系，打破了传统品牌的表达边界。品牌通过IP传递 出"温暖与欢乐可以共生"的理念，让治愈在轻松搞笑的氛围中更显鲜活；倡导"陪伴是双向成长"，最终 实现"被治愈者成为治愈者"的情感闭环；更强调"平凡的 ...

Core Insights - The article highlights the rising popularity of "manhua dramas" across various platforms, driven by targeted content creation and audience engagement strategies [1][28] - The market is characterized by three dominant genres: apocalyptic survival, fantasy cultivation, and comedic absurdity, which cater primarily to male audiences [2][11] Genre Analysis - **Apocalyptic Survival**: This genre thrives on extreme environments and dramatic conflicts, fulfilling viewers' desires for survival challenges and character growth. A notable example is "I Am the Boss in the Apocalypse, with Employees Who Are All S-Class Mutants," which showcases a protagonist overcoming adversity in a post-apocalyptic setting [2][11] - **Fantasy Cultivation**: This genre continues to attract audiences with themes of character growth and power mastery, featuring elements like "wielding swords" and "magical duels." Titles such as "The Diary of the Prophet" and "My Contracted Mecha is the Interstellar Empress" exemplify this trend [4][11] - **Comedic Absurdity**: As a foundational genre, comedic manhua dramas provide light-hearted entertainment through absurd plots and character contrasts. An example is "Report to Level Up," which uses a unique premise to deliver humor [5][11] Emerging Genres - **System Flow**: This genre introduces mechanics that allow characters to achieve rapid success through tasks and rewards, appealing to viewers' desires for empowerment and quick gratification. "Infinite Returns, I Bought Out the Weird Apocalypse" is a representative title [12][28] - **Otherworldly Exploration**: This genre focuses on adventure and discovery in imaginative settings, as seen in "Mythical Beasts Everywhere, You Call This an Animal Park," which combines education with entertainment [14] - **Suspense and Mystery**: Gaining traction in the manhua market, this genre captivates audiences with intricate plots and logical challenges, exemplified by "Please Let Me Solve the Case," which has garnered significant viewership [16][28] Market Dynamics - The manhua market is evolving from a male-dominated landscape to a more inclusive space, with genres like sweet romance beginning to attract female audiences [22][23] - The integration of technology and platform support is enhancing content creation, leading to a richer supply of diverse narratives. The future may see genre blending, where elements from different genres converge to create innovative storytelling [28]

Core Insights - Guangdong's cultural industry has maintained its position as the largest in China for over 20 years, with projected revenue surpassing 3 trillion yuan in 2024, accounting for approximately one-sixth of the national total [1][2] - The province is experiencing a cultural consumption boom, with significant growth in various sectors, including performing arts, animation, gaming, and esports [2][3] Cultural Industry Performance - In the first three quarters of this year, Guangdong hosted 35,600 commercial performances, generating revenue of 6.356 billion yuan, ranking first in the country [2] - The gaming and esports sectors have seen a remarkable growth rate of 300%, indicating a robust demand for digital entertainment [2] Investment and Financing - The 2025 Guangdong-Hong Kong-Macao Greater Bay Area Cultural Industry Investment Conference facilitated connections between over 120 investment institutions and 350 cultural enterprises, resulting in significant investment intentions [4][5] - The investment conference has achieved a financing conversion rate of 50%, with total financing exceeding 9.5 billion yuan across various projects [5][6] Policy Support and Innovation - Guangdong has introduced a comprehensive policy package aimed at promoting high-quality development in the cultural industry, covering six key areas including film, performing arts, and digital media [6][8] - The province is focusing on cutting-edge fields such as AI, the metaverse, and ultra-high-definition video, aiming to transform the cultural industry from manufacturing to creation [9] Emerging Companies and Technologies - Companies like Gu Dong Technology and Shen Zhen Intelligent Technology are at the forefront of innovation in AI and AR, with significant production and market expansion plans [3][5] - The rise of AI-driven projects, such as the AI animation film "Shan Hai Jing: Xuan Wu," showcases the integration of technology and culture, enhancing production efficiency and reducing costs [7][8] Cultural Trends and Consumer Engagement - The popularity of cultural mascots like "Da Wan Ji" reflects a growing consumer enthusiasm for cultural products, with over 2,000 licensed items developed for recent events [1][2] - The cultural landscape in Guangdong is evolving, with traditional elements being embraced by younger generations, leading to a resurgence in local cultural practices [3][6]

Core Insights - The animation drama industry, integrating anime aesthetics with AI productivity, is rapidly gaining popularity, with 2025 anticipated as a pivotal year for AI animation dramas, showing an 83% compound annual growth rate in supply volume in the first half of 2025, and a projected market scale reaching new heights [2] Group 1: Business Model Exploration - The primary monetization strategies for animation dramas include traffic purchasing, native monetization, and revenue sharing with long video platforms, with one company reporting a monthly revenue of 50 million yuan [3] - Companies are focusing on long-form content and user subscription models, distinguishing themselves from short dramas by emphasizing sustained user engagement and higher CPM rates for quality content [3] - The essence of animation dramas is content consumption, with the potential for significant commercial transformation through storytelling and user choice [3] Group 2: Impact of AI Technology - AI technology is fundamentally altering cost structures and enabling diverse business models, with one example showing a reduction in project teams from 200 to 15 people, completing projects in six months instead of two and a half years [4] - The reduction in costs may allow for the development of previously overlooked niche topics, reaching broader audiences compared to traditional long dramas and films [5] Group 3: Future Outlook - The animation drama industry is expected to evolve through three stages: capacity explosion, content refinement, and IP development, with a focus on creating high-quality original IPs that may expand internationally [6] - Technological advancements are driving market changes, transitioning from simple animation to more complex forms, including VR and live-action adaptations [6] - The core value of IP in the animation drama ecosystem is recognized, with a significant portion of popular domestic animations being adaptations of web literature IPs [6] Group 4: International Expansion - The international market is viewed as a significant growth opportunity for the animation drama industry, with the belief that quality cultural content transcends geographical boundaries [7] - Unlike short dramas, animation dramas are seen as having the potential to become new cultural symbols for China, leveraging the universal appeal of anime [7]

Group 1 - The integration of culture and technology is driving the emergence of new cultural formats, enhancing traditional culture and promoting its global reach [1] - The "14th Five-Year Plan" emphasizes the importance of cultural and technological integration, advocating for the digital empowerment and transformation of cultural construction [1] - Zhejiang KAYOU Animation Co., Ltd. has established deep partnerships with over 70 well-known IPs globally, showcasing the rise of new cultural formats through innovative products [1] Group 2 - AIGC technology is enhancing designers' creativity and efficiency in cultural tourism projects, acting as a supportive tool rather than a replacement for creativity [2] - Guangzhou Fantao Digital Creative Technology Co., Ltd. is transforming immovable art into digital content for immersive experiences, showcasing China's innovation in cultural digitization [2] - The cultural industry in China is experiencing rapid upgrades, with new cultural cases driving economic growth and connecting civilizations [2] Group 3 - In 2024, 16 sub-sectors characterized by new cultural formats achieved a revenue of 66.6 billion yuan, growing by 12.4%, outpacing the overall cultural industry growth by 5.3 percentage points [3] - New cultural formats contributed 57.9% to the revenue growth of the cultural industry, reflecting a significant impact on the entire production, dissemination, and consumption chain [3] - The emergence of new cultural formats is seen as a typical example of China's soft power, driven by technological innovation [3]