本文源自：金融界 作者：行情君 截至2024年年报，宜搜科技营业总收入6.04亿元、净利润-208.5万元。 8月6日，完成先旧后新配售6579万股份，每股配售价5.26港元，净筹3.38亿港元(实施)。 8月7日，宜搜科技(02550)盘中上涨8.42%，截至09:30，报5.15元/股，成交2207.47万元。 宜搜科技控股有限公司主要业务是研发和应用宜搜推荐引擎，用于多种场景，涵盖数字阅读平台服务、 数字营销服务、网络游戏发行服务以及其他数字内容服务。 该公司是中国最早致力于人工智能推荐技 术研发和应用之一，在未来将进一步扩展推荐引擎的应用场景，并积极探索前沿技术。 ...

Group 1 - The core agenda of the upcoming Fourth Plenary Session of the 20th Central Committee is to review the recommendations for the 15th Five-Year Plan, marking the start of a new five-year cycle [3] - The meeting emphasizes that the 15th Five-Year period is crucial for achieving the foundation of socialist modernization, highlighting the coexistence of strategic opportunities and high-risk periods [3] Group 2 - The meeting signals a shift in economic work priorities, placing employment stability above growth stability, with a focus on promoting employment for key groups such as college graduates, veterans, and migrant workers [4] - There will be an upgrade in fiscal and monetary policy coordination, including accelerated government bond issuance and maintaining ample liquidity in the monetary system, indicating potential further reductions in the Loan Prime Rate (LPR) [4] - The meeting outlines a dual-track approach to stimulate domestic demand, focusing on both consumption and effective investment, with an emphasis on ensuring livelihood support as a foundation for consumption capacity [4] Group 3 - Consumption stimulation will shift from expanding goods to upgrading services, with policies targeting major consumption areas and new growth points in service consumption, particularly in sectors like tourism, health care, and digital content [5] - The government will focus on high-quality construction of major strategic projects and infrastructure, with an emphasis on long-term project benefits and stimulating private investment [5] - The meeting highlights the need for capacity governance in key industries, such as steel and cement, and emphasizes the integration of technological and industrial innovation, particularly in critical sectors like semiconductors and AI [6] Group 4 - This meeting marks a transition from crisis response to medium- and long-term reconstruction, with a policy combination characterized by livelihood support, industrial upgrading, and risk clearing, suggesting a collaborative fiscal and monetary effort in the second half of the year [7]

Core Viewpoint - Guomai Culture has launched its self-developed "Cloud 3D Visual Model" technology, enabling real-time conversion of 2D content to 3D, allowing IPTV users to enjoy immersive 3D viewing experiences without the need for expensive 3D televisions [2][3][4]. Technology Breakthrough - The "Cloud 3D Visual Model" represents a significant technological advancement, achieving a 20-fold increase in 3D transcoding efficiency and a 90% reduction in resource consumption, with a 90% fidelity to original quality [4][6]. - This technology addresses key issues in traditional 3D content production, such as high costs and long conversion times [3][4]. Market Potential - There is a clear consumer demand for 3D content, with users willing to pay for high-quality 3D experiences, which could enhance viewer engagement with television content [5][6]. - The technology aims to revitalize television viewership, which has been declining, by providing a cost-effective and convenient way for users to access 3D content [5][10]. Industry Collaboration - The establishment of the "China Telecom Beautiful Home Ecological Alliance 3D Video Special Working Group" marks a shift from technology exploration to collaborative industrialization, involving multiple industry partners [9]. - Future plans include transforming existing 2D content into 3D and promoting the creation of original 3D content to drive market growth [9][10]. Consumer Experience - Users will no longer need to invest in expensive 3D televisions; instead, they can use a pair of 3D glasses and a set-top box to enjoy 3D content on their home TVs [6][7]. - The technology is expected to enhance the viewing experience for various content types, including concerts, documentaries, and sports events, providing a more immersive feel [6][10].

上半年，规模以上文化企业实现利润总额6298亿元，比上年同期增长19.3%。营业收入利润率为 8.83%，比上年同期提高0.88个百分点。从43个行业中类看，有38个行业中类实现盈利。其中，数字内 容服务、互联网信息服务、信息服务终端制造及销售等3个行业对规模以上文化企业利润总额带动作用 明显。 人民财讯7月30日电，国家统计局社科文司统计师潘旭华解读2025年上半年全国规模以上文化及相关产 业企业数据表示，文化企业盈利能力持续提高。 ...

Summary of Visual China Conference Call Company Overview - **Company**: Visual China - **Industry**: Digital Content and AI Technology Key Points and Arguments Business Transformation and AI Integration - Visual China is transforming its core business through AI technology, upgrading copyright data into multidimensional metadata, accumulating approximately 540 million digital content pieces, and developing proprietary AI models for intelligent applications like smart search and image matching [2][4][5] - The company has seen a significant increase in its audio-visual business, which now accounts for 34% of total revenue, up from 26% in 2023 [2][11] Financial Performance - In 2024, Visual China reported a revenue of 811 million yuan, a year-on-year increase of 3.89%, while net profit attributable to shareholders was 119 million yuan, down 18.17% due to a high base effect from the previous year [2][11] - For Q1 2025, the company achieved a revenue of 189 million yuan, an increase of 8.43%, and a net profit of 17.81 million yuan, up 12.26% [2][11] AI-Driven Customization Services - The company has effectively utilized AI to enhance its content customization services, launching technologies like text-to-image and image-to-image generation, resulting in over 80% growth in B2B client numbers and a 20% increase in revenue [2][6][15] - Visual China emphasizes the importance of copyright compliance in AI-assisted content creation, ensuring that all generated content meets legal requirements [16] Strategic Investments - Visual China is strategically investing in the 3D content sector, including partnerships with leading 3D content manufacturers and platforms, expanding its service offerings to include comprehensive 3D solutions [2][8][28] - The company has also invested in Pixel Bloom, which has rapidly gained market competitiveness, ranking first in the domestic PPT tool market and second globally [9][10] Market Position and Future Outlook - The company is positioning itself as a comprehensive service provider rather than just a content supplier, integrating API interfaces and digital asset management systems to enhance client engagement and revenue generation [17][18] - Visual China anticipates significant growth in the next two to three years, projecting a potential revenue increase of 20% to 30% driven by AI technology and strategic investments [23] Industry Collaboration and Innovation - Visual China collaborates with various media organizations and technology companies to provide digital asset management solutions and innovative content licensing [7][21] - The company is exploring new business models in the AIGC era, focusing on virtual production and AI-driven content creation to enhance efficiency and reduce costs [24][25][30] Challenges and Adaptation - The 3D content market is still in its early stages, facing challenges such as high technical barriers and compatibility issues with existing software [28] - Visual China is adapting to technological changes in the content industry by leveraging its strengths in copyright compliance and operational experience to transition into a technology-driven cultural company [30][31] Additional Important Insights - The company has seen a significant increase in new customer acquisition for its AI-generated content tools, with an 80% rise in new clients contributing approximately 20% to revenue [4][13] - Visual China's strategic focus on both B2B and C2D markets aims to create differentiated advantages through AI technology and data resources [19][23]

4月24日，第四届全民阅读大会期间，以"AI引领 智构未来"为主题的2025企业数字化学习创新论坛在山西太原成功举办。论坛由中国移动主办，汇聚行业专 家、企业代表等数百位嘉宾和生态合作伙伴，共同探讨AI技术驱动下的企业学习新模式、新路径，发布多项创新成果，擘画产业数智化转型蓝图。 论坛上，咪咕数字传媒有限公司正式发布《中国移动企业学培3.0》解决方案，揭牌中国移动数智赋能中心"AI悦读数智赋能中心"，与多个行业代表共同宣 布成立"AI创新学习企业发展联盟"，携手知识内容生态合作伙伴共同发出"'AI+学习'内容生态共建"的倡议。中国文物学会专家委员会主任、故宫博物院学 术委员会主任单霁翔更是以"中国移动企业学培悦读大使"身份，云端亮相AI创新学习内容生态共建启动仪式。 AI+时代 ，企业数字化学习迎来系统性变革 当下，以数智化为核心特征的新一轮科技革命和产业变革正在持续深入推进，"AI+"的崭新时代正在加速到来。"AI+"时代的到来，加速了信息消费升级， 重塑数智生活方式；加速了产业体系变革，重塑生产运营模式；加速了新兴技术突破，重塑科技创新范式。具体来说，在企业学习领域，传统的知识生产模 式、知识整合模式、知 ...

基于"让文化润泽千行百业"的愿景，咪咕公司的展项还包括全民阅读进企业展台。以书为核心，通过AI赋能传统书课学习，融合线上线下特色服务，咪咕公 司打造了咪咕学培通企业学习 平台，推进全民阅读进企业，助力学习型社会建设，为企业提供一站式数智学习解决方案。现场观众可体验咪咕学培通包括 图书、音视频课程、知识期刊会员、文创周边、AI+学习工具等板块，了解个性化的学习需求。 人工智能是近年来的高频词，在咪咕公司展区内，观众只需手持操作手柄，便能"走进"AI数智书房。通过"数实互动技术+沉浸叙事内容"，AI数智书房展现 了咪咕公司新质阅读服务，形成集"全民逛、3D阅、AI讲"于一体的特色数智阅读空间。 现场，观众可以畅看海量3D图书、AI单人/双人播客讲书、AI视频 讲书等内容，还能场景式浏览山西特色建筑海报、视频，深度体验特色文化内容。 4月23日，第四届全民阅读大会于太原开启，中国移动咪咕以"晋书有数 移卷千年"为主题，携10项特色业务亮相龙城书展，通过"阅、视、享、听"多感官数 字内容，为观众呈现了一场科技赋能文化传播的沉浸式体验。 展区入口处，汇聚了咪咕公司孵化的《陶三圆的春夏秋冬》《飞流之上》《生命之巅》等省部 ...