Core Points - The first World Brand Conference was held in Hong Kong, attended by nearly 500 participants including entrepreneurs and consuls [1] - The International Brand Academy announced its establishment in Hong Kong, aiming to create an international brand evaluation system and a product ranking list named after Hong Kong [1] - Hong Kong's Chief Executive emphasized the city's unique advantages under "One Country, Two Systems" to support mainland brands in going global [1] - The government is committed to maintaining a robust intellectual property protection system to enhance Hong Kong's role as a regional IP trading center [1] - The conference aims to leverage Hong Kong's strengths in brand design, marketing, and quality testing to enhance China's influence in the international branding arena [1] Goals and Initiatives - The organizers set three main objectives: to apply to the UN for Hong Kong to be the permanent host of "World Brand Day," and to establish various festivals, seminars, and trade events [2] - The International Brand Academy, in collaboration with the government and business associations, aims to host a "World Brand and Intellectual Property Trading Fair" in Hong Kong [2] - There is a focus on building a world-class brand testing and certification system, along with an intellectual property protection mechanism, to release a brand ranking list named after Hong Kong [2]

Group 1 - Baidu Maps has joined the "Youth Small Shop Model Plan," initiated by the China Youth Entrepreneurship and Employment Foundation and Du Xiaoman, to support young entrepreneurs through dedicated traffic assistance and business management tools [1][2] - The plan has expanded from offline empowerment to an online-offline integration phase, having launched in multiple cities including Hangzhou, Foshan, Lishui, Zhangjiakou, and Changsha since its inception in December 2024 [1] - The initiative has provided skills training, interest-free loans totaling 10.7 million yuan, and promotional support, benefiting over 600 young shop owners [2] Group 2 - Baidu Maps' involvement offers critical infrastructure support to small shops, addressing operational pain points by allowing them to gain visibility through a dedicated certification mark on the map [2] - The "Youth Small Shop Model Plan" aims to enhance the visibility and influence of small shops, attracting potential customers through specialized traffic exposure [2] - The collaboration between Baidu Maps, Du Xiaoman, and the China Youth Entrepreneurship and Employment Foundation is set to deepen, further stimulating innovation among small shop owners [2]

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected stock price increase of over 20% relative to the benchmark index within the next six months [7][14]. Core Insights - The company's gaming and marketing businesses are under short-term pressure, while the poker business remains stable. The report highlights a significant decline in revenue across various segments, with total revenue for 2024 at 3.271 billion yuan, down 24.04% year-on-year [4][5]. - The company is focusing on developing short drama filming and enhancing its "content + base" strategy, with the establishment of the Shanghai International Short Video Center aimed at meeting diverse filming needs [6]. Financial Summary - For 2024, the company reported a total revenue of 3.271 billion yuan, with a net profit of 539 million yuan, reflecting a year-on-year decrease of 4.17% [4][10]. - The projected revenues for 2025, 2026, and 2027 are estimated at 3.376 billion yuan, 3.584 billion yuan, and 3.854 billion yuan, respectively, with corresponding net profits of 547 million yuan, 627 million yuan, and 742 million yuan [7][10]. - The company's gross margin improved to 43.44%, up 5.81 percentage points year-on-year, primarily due to a decrease in the proportion of low-margin marketing business [5][10].

Summary of Key Points Core Viewpoint The Hong Kong Stock Exchange has seen significant activity in the past week, with 34 companies submitting applications, 3 companies passing hearings, 9 companies going public, and 8 new stocks listed. Group 1: Company Filings - 34 companies submitted applications for listing [1] - Notable companies include: - **Stand Robot**: A leading provider of industrial intelligent mobile robot solutions, projected revenues of approximately 96.27 million, 162 million, and 251 million RMB from 2022 to 2024, with losses of 128 million, 100 million, and 45.14 million RMB respectively [2] - **Chengtai Technology**: Focused on millimeter-wave radar products, projected revenues of approximately 57.65 million, 157 million, and 348 million RMB from 2022 to 2024, with losses of 79.14 million, 96.6 million, and 21.77 million RMB respectively [3] - **Magia Technology**: A leading provider of autonomous intelligent systems, projected revenues of approximately 455 million, 663 million, and 930 million RMB from 2022 to 2024, with losses of 759 million, 742 million, and 780 million RMB respectively [4] - **CoolSmart Technology**: Specializes in end-to-end smartphone solutions, projected revenues of approximately 1.713 billion, 2.302 billion, and 2.717 billion RMB from 2022 to 2024, with profits of 110 million, 203 million, and 207 million RMB respectively [5] - **Kailesi Technology**: A comprehensive intelligent logistics robot expert, projected revenues of approximately 657 million, 551 million, and 721 million RMB from 2022 to 2024, with adjusted losses of 117 million, 123 million, and 50.45 million RMB respectively [7] Group 2: Company Performance - **BlueFocus Communication Group**: A leading marketing company in China, projected revenues of approximately 36.683 billion, 52.616 billion, and 60.797 billion RMB from 2022 to 2024, with net profits of -2.175 billion, 117 million, and -291 million RMB respectively [9] - **Shangmi Technology**: A leading provider of commercial IoT solutions, projected revenues of approximately 3.404 billion, 3.071 billion, and 3.456 billion RMB from 2022 to 2024, with profits of 160 million, 101 million, and 181 million RMB respectively [10] - **Health 160 International**: A pharmaceutical wholesaler and digital healthcare service provider, projected revenues of approximately 526 million, 629 million, and 621 million RMB from 2022 to 2024, with losses of 120 million, 106 million, and 108 million RMB respectively [24] Group 3: New Listings - 8 new stocks were listed, including: - **Yaojie Ankang-B**: Listed on June 23, 2025, closing at 23.50 HKD with a gain of 78.71% [49] - **Bai Ze Medical**: Listed on June 23, 2025, closing at 6.00 HKD with a gain of 42.18% [49] - **Sanhua Intelligent Control**: Listed on June 23, 2025, closing at 22.50 HKD with a slight decline of 0.13% [49] - **Cao Cao Mobility**: Listed on June 25, 2025, closing at 36.00 HKD with a decline of 14.16% [49]

Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Views - The gaming industry is entering a recovery phase, with a 9.9% year-on-year growth in the Chinese gaming market as of May 2025, driven by new game releases and upcoming summer titles [5] - AI applications are accelerating in various sectors, including content creation, entertainment, education, and e-commerce, with significant advancements in AI models and tools [4][5] - The report emphasizes the importance of focusing on mid-year performance and new content releases to capitalize on emerging consumer trends in IP [5] Summary by Sections Industry Data Overview - "Delta Action" ranked first in the iOS free chart, while "Honor of Kings" topped the iOS revenue chart as of June 21, 2025 [12][16] - The film "Sauce Garden Case" achieved a weekly box office of 1.37 billion [28] AI Evolution Driving Industry Change - Multiple large AI models have been released or upgraded, enhancing capabilities in various applications [35] - The introduction of the MiniMax-M1 model signifies a shift towards efficient, low-cost AI solutions with strong reasoning capabilities [38] Gaming Sector Insights - The mobile gaming market saw a 12.0% year-on-year growth, with self-developed games generating overseas revenue increasing by 6.9% [5] - New game launches and summer releases are expected to boost the gaming sector's performance in Q2 and Q3 [5] Recommendations for Investment - Key recommendations include Tencent Holdings and Kuaishou-W for large models/agents, with Alibaba-W and SenseTime-W as beneficiaries [4] - The report suggests focusing on mid-year earnings and new content to drive investment in IP new consumption sectors, including gaming, short dramas, films, and trendy toys [5]

Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Insights - The report highlights the continuous innovation in AI applications across various sectors such as social media, publishing, and e-commerce, with significant advancements in AI models and their commercial viability [4][32] - The gaming sector is experiencing a surge with new game launches and IP products, indicating potential revenue growth for companies involved [5][12] - The report suggests a focus on AI applications and their commercialization, recommending specific companies for investment based on their market positioning and product offerings [4][5] Industry Data Overview - The mobile game "暴吵萌厨" ranked first in the iOS free games chart in mainland China, while "王者荣耀" topped the iOS revenue chart [12][17] - The film "水饺皇后" achieved the highest box office revenue for the week, indicating strong performance in the film sector [27] - The report notes that the A-share media sector outperformed major indices, suggesting a positive market trend [9] Industry News Summary - AI technology continues to evolve, with breakthroughs in generative AI and applications in various fields, including gaming and entertainment [32] - The report emphasizes the importance of new game releases and IP product launches as key drivers for revenue growth in the gaming sector [5][12] - The report also discusses the performance of various media products, including TV dramas and variety shows, highlighting their market share and audience engagement [28][29][30]

Group 1 - Stagwell appointed Connie Chan as Chief Growth Officer for the Asia-Pacific region, effective July 2025, indicating a strategic commitment to accelerate its presence in the Asia-Pacific market [1] - Chan will be based in Singapore and will oversee Stagwell's growth strategy and operational management in the region, focusing on business model innovation, integrated service capabilities, and local market connections [1] - Stagwell's aggressive expansion in the Asia-Pacific region is highlighted by its acquisition of ADK GLOBAL earlier this year, resulting in a network of 34 offices and a workforce of 2,500, providing a full-service chain from data insights to creative execution [1] Group 2 - Connie Chan's industry experience includes her role as CEO of OMD China, where she led business innovations in major cities, emphasizing "culture-driven growth" [2] - Chan has a 15-year career at WPP, holding key positions that involved building strategic partnerships in multicultural contexts, particularly in cross-regional resource integration [2] - The recruitment of Chan by Stagwell reflects the intense competition among leading marketing groups for localized leadership in the Asia-Pacific market, as emerging markets like China and India become global growth engines [2]

今天分享的是：微播易CAAC：2025年AI营销新范式应用指南报告 年轻群体成为AI营销的核心受众，20-29岁消费者占比超40%，其消费决策更依赖真实用户反馈，67%的Z世代认为"100个真实用户比1个明星更可信"。消费 趋势显示，健康零食、智能家电、个性化礼品等品类需求旺盛，例如职场人群对低卡饱腹零食的需求、宝妈对无添加儿童食品的关注。同时，AI推荐的购 买转化率显著，56%的用户曾因AI推荐购买产品，且素人创作者（KOC）的转化效率是明星的3.2倍。 三、营销模式的转型与创新 传统中心化营销模式（如头部KOL、企业家IP）面临ROI下滑困境，头部KOL营销ROI连续3年下降，2024年同比降低28%，企业家IP互动率较2021年暴跌 82%。取而代之的是"微粒化扩散"模式，素人、员工、客服等成为"微型媒介中心"，通过社交圈层裂变实现低成本触达，例如抖音电商素人创作者GMV贡献 率从18%飙升至71%。 报告共计：64页 《2025年AI营销新范式应用指南》核心内容总结 一、行业发展现状与规模 中国AI营销行业呈现爆发式增长态势，2020-2025年市场规模从79.3亿元跃升至2767.4亿元，年复合增长 ...

今天分享的是：AI专题：2025年AI营销新范式应用指南 报告共计：63页 《2025年AI营销新范式应用指南》指出，AI正重塑营销行业，2020-2025年中国AI营销市场规模从79.3亿元跃升至2767.4亿元，年复合增长率达106.7%，展 现强劲增长势头。消费端，Z世代对AI工具信任度分化，客户支持、个性化推荐信任度较高，医疗建议、无人驾驶等领域信任度较低，但43%-71%的消费者 已购买过AI推荐产品，显示AI对消费决策影响加深。 营销范式从中心化转向微粒化，头部KOL营销ROI连续3年下降，2024年同比降28%，而素人节点凭借社交裂变触达2.3亿次，抖音电商素人创作者贡献率从 18%飙升至71%，KOC转化效率是明星的3.2倍，边际成本下降97%，成为营销新核心。 技术应用层面，AI贯穿洞察、内容生产与传播全链条：通过AI分析社媒热点、人群画像及竞品表现，提供投放策略优化建议；利用AI生成文案、图片、视 频等内容，如易创AI风格化服务中台30秒批量生成高规格素材，匹克品牌借此使新品点击率提升29.8%，内容生产效率提高5倍；结合AI数字人、虚拟模特 等技术，实现低成本场景化营销，如万相实验室为品 ...

Core Insights - The 9th Social Media Trend Conference highlighted the transformative power of AI in marketing, emphasizing a new era of "human-machine collaboration" for growth [1][24] - The conference featured over 20 industry leaders discussing AI-driven ecosystem reconstruction, strategic transformation, and innovative marketing methodologies [1][24] Group 1: AI Marketing Paradigm - The future belongs to those who can effectively collaborate with AI to create greater industry value, forming an "ecological community" [2] - The release of the "2025 AI Marketing New Paradigm Application Guide" and "2025 Social Media and KOL Marketing Trend Report" provides actionable strategies for businesses to leverage AI opportunities [1][24] Group 2: Content Marketing Evolution - AI is reshaping content marketing by enabling hyper-personalized and dynamic content, which is essential for brand recognition in an increasingly complex information landscape [3][4][5] - The integration of emotional computing, personalized content, and precise distribution is identified as the new path for brand growth [6] Group 3: AI Tools and Solutions - The launch of "Flixor.ai" by 微播易 aims to assist brands in creating user-centric video content that establishes mental anchors in the AI era [6] - Tencent's advertising solutions leverage generative AI to enhance advertising efficiency and reduce content production costs by over 40% [7] Group 4: Market Trends and Consumer Behavior - The shift in consumer decision-making towards AI-driven interactions necessitates brands to develop "AI-friendly" content structures and emotional engagement strategies [8][16] - The potential of the rural market is highlighted, with estimates of a 20 trillion scale opportunity as AI technology drives digital transformation in local businesses [7] Group 5: Strategic Recommendations - Brands are encouraged to adopt a four-step strategy for comprehensive transformation: full employee engagement, shared mindset, intelligent transformation, and organizational evolution [9] - The importance of emotional value integration and scenario-based marketing is emphasized to meet evolving consumer needs [16] Group 6: Future of AI in Marketing - AI is positioned not just as a tool but as a co-creator in the marketing landscape, driving a shift from broad outreach to precise, data-driven strategies [19][20] - The conference concluded with a call for continued collaboration and innovation in defining the future of AI and marketing [24]