Core Insights - The upcoming 2025 World Artificial Intelligence Conference highlights the strong monetization potential of enterprise AI agents, with cloud and advertising identified as the two most clear areas for AI monetization [1][2] Group 1: AI Monetization Potential - Enterprise AI services are expected to have stronger monetization capabilities in the short term, with cloud and advertising being the most promising sectors [2][3] - Major Chinese cloud service providers have seen AI-related revenue account for an average of 10% to 20% of their total revenue in Q1 of this year, with market expectations for 2025 rising by 6 to 13 percentage points [2][3] - AI-enabled technological improvements in advertising have increased click-through rates, conversion rates, and effective cost per mille (eCPM) by 5% to 10% [2] Group 2: AI Agents and Market Opportunities - The enterprise AI agent market is expected to mature, with significant potential for monetization through various models such as subscriptions, commissions, and SaaS [3][4] - The total potential market size for enterprise software in China exceeds 16 trillion yuan, providing substantial opportunities for enterprise AI agents [3][4] - Vertical AI agents are anticipated to have clearer use cases and ROI visibility, leading to higher willingness to pay compared to general-purpose AI agents [4] Group 3: AI Video Generation - AI video generation is transforming the content industry by enabling multi-modal content creation across text, images, audio, and video, significantly reducing production costs [5][6] - Chinese companies are emerging as early leaders in AI video generation, leveraging large video content libraries and talent pools from short video platforms [6] - The potential market for AI video generation is vast, with cost savings from AI-generated content projected to be significantly lower than traditional production methods [6]

对于未来趋势，虞坚认为AI正在重塑品牌与消费者的关系，营销已经从单向传播进入"人机共生"时代， 当品牌积累的业务数据与消费者的行为数据基于AI实现融合与匹配，品牌与消费者之间的"产- 消"与"传-受"链条关系发生改变，品牌成为消费者的深度理解者、需求适配者与专业顾问，而消费者则 能与品牌实现敏捷交互、价值共创。 （原标题：CTR总经理虞坚：AI重塑商业逻辑，营销应服务于品牌终极价值） 7月15日，2025（第21届）中国广告论坛·城市文旅品牌论坛在呼和浩特举行，本届论坛以 "AI推动广告 新阶段?品牌提升发展高质量"为主题，汇聚众多行业精英，共同探寻数字时代下广告产业与城市协同发 展的创新路径，为行业发展开启全新篇章。 在论坛下午场，央视市场研究（CTR）总经理虞坚发表了题为《重塑商业逻辑——AI时代消费与营销市 场发展趋势》的演讲。他从宏观经济背景切入，结合CTR的市场洞察，深入分析了AI技术对消费市场与 品牌营销的深远影响。 虞坚首先指出，尽管国家统计局数据显示上半年中国GDP增长5.3%，快消品市场增长约2.5%，但市场 仍面临"沉甸甸的压力"。不过，在消费者变得更加谨慎的背后，仍然看到有各类多元场景的 ...

Core Viewpoint - The article discusses the Cultural Industry Development Fee, a non-tax revenue imposed by the government to promote the healthy development of cultural industries, detailing the payment obligations and exemptions for advertising and entertainment services [2]. Group 1: Payment Obligations - Different entities are responsible for paying the Cultural Industry Development Fee: advertising service providers must pay, while individuals (including sole proprietors) are exempt. In contrast, both entities and individuals providing entertainment services are required to pay [3]. - The fee is calculated based on the gross sales amount, which includes tax, at a rate of 3% [4]. - For example, if Company A issues an invoice for advertising services totaling 100,000 yuan, the fee owed would be 3,000 yuan. Due to a policy extending from 2025 to 2027, this amount can be halved, resulting in a payment of 1,500 yuan [5]. Group 2: Deductions and Exemptions - To deduct costs from the sales amount, valid proof such as a VAT invoice is required. Without this, deductions cannot be made [6]. - There are specific exemptions for small-scale VAT taxpayers whose monthly sales do not exceed 20,000 yuan (or 60,000 yuan quarterly) and for those who do not meet the VAT threshold [8]. - It is crucial to fill out the "Taxable Service Deduction Item List" accurately during the declaration process [7]. Group 3: Common Mistakes and Recommendations - Errors in invoicing can lead to overpayment of the Cultural Industry Development Fee, especially when services are misclassified between advertising and entertainment [9]. - The article provides a table of services that may be confused, indicating which are subject to the fee and which are not [10]. - It is recommended to declare the Cultural Industry Development Fee after completing the VAT declaration to avoid mistakes, ensuring that any applicable exemptions are correctly recorded [12].

Group 1 - The core viewpoint of the news is the implementation of the revised national standard for product QR codes in China, which aims to enhance compatibility with international standards and improve efficiency in trade and consumer experience [4][8][13] Group 2 - The new QR code standard allows for a significant increase in data capacity, enabling the storage of thousands of characters compared to the previous one-dimensional barcode, which could only hold about 30 characters [4][6] - The activation of product QR codes has seen a continuous year-on-year growth of over 25% for enterprises and over 40% for products in the past three years [6] - The revised standard simplifies the data structure from three categories to two, enhancing the functionality of QR codes for various applications such as payment, traceability, marketing, and regulation [10][11] Group 3 - The new standard is expected to reduce costs and improve efficiency for export enterprises by aligning with current international standards, facilitating smoother trade processes [13][15] - Consumers will benefit from the new QR codes by easily accessing detailed product information, including usage instructions, nutritional content, and company details, thus promoting transparency and trust [19][21] - The implementation of a registration and testing mechanism for the new QR codes significantly increases security, helping to prevent the use of counterfeit QR codes in the market [19]

Core Viewpoint - The forum emphasizes the importance of public service advertisements in rebuilding social trust through the core values of integrity and kindness, addressing the roots of the social trust crisis and proposing solutions [1][2]. Group 1: Importance of Social Trust - Social trust is highlighted as a crucial public topic in the context of urbanization and the proliferation of new technologies, with integrity and kindness serving as foundational elements [1]. - Cultivating private virtues of integrity and kindness can enhance social trust, tolerance, transparency, and resilience, thereby strengthening social soft power [1]. Group 2: Role of Public Service Advertisements - Public service advertisements should focus on themes of integrity and kindness, utilizing deep national sentiment, profound thematic exploration, and artistic expression to promote widespread integrity and kindness [2]. Group 3: Advertising and Urban Culture - Advertising is described as the "brain" of a city, requiring deep understanding and research to effectively express a city's unique culture, especially in the face of increasing homogeneity among cities [3]. - Differentiation through advertising is essential for cities to stand out in terms of taste, style, and connotation, which is seen as a core mission of advertising [3]. Group 4: Integration of AI in Advertising - AI technology is recognized as an unavoidable reality in the advertising industry, necessitating a positive attitude towards its integration and application [4]. - There is a need for a deep fusion of AI technology with traditional advertising techniques to create more attractive and impactful advertisements [4]. Group 5: Challenges and Opportunities with AI - Collaboration with AI presents both opportunities and challenges, with the importance of judgment and critical thinking emphasized for advertising professionals to navigate AI outputs effectively [5][6]. - As AI capabilities grow, advertising professionals must enhance their own skills and knowledge to effectively utilize AI tools [6]. Group 6: Building a Trust Mechanism - A multi-faceted approach is required to build social trust through public service advertisements, focusing on both government credibility and interpersonal trust [7]. - The government must lead by example to gain public trust, while individuals should cultivate personal integrity and kindness, contributing to a robust social trust system [7].

Group 1 - The core theme of the 2025 China Advertising Forum is how AI is reshaping the advertising industry, enhancing brand marketing experiences through technological innovation [1][2] - AI is transitioning the advertising industry from a phase of "broad reach" to "precise targeting," significantly improving the efficiency of consumer engagement in various urban settings [2][5] - The integration of AI in advertising is leading to a transformation where consumers evolve from passive recipients to active co-creators of content, thereby enhancing the value creation process [6][7] Group 2 - The cultural and creative industries are highlighted as key areas where AI can drive value co-creation, with examples such as personalized AR advertisements and collaborative design tools [3][5] - The forum emphasized the need for a balance between technological capabilities and industry expertise to avoid pitfalls associated with AI misuse [5][6] - The establishment of new industry standards and self-regulatory frameworks aims to address market challenges and promote orderly development within the advertising sector [9][15] Group 3 - The tourism industry is experiencing a significant boost, with AI enhancing visitor experiences and creating new business opportunities, as evidenced by the increase in domestic tourist numbers and spending in Hohhot [10][12] - AI is facilitating the evolution of tourism from mere traffic conversion to a more integrated ecological model, enhancing the overall experience and engagement [10][13] - The forum underscored the importance of content and technology in urban competition, positioning Hohhot as a model for integrating cultural narratives with technological applications [13][15]

Investment Rating - The report rates the industry as "Overweight," indicating a positive outlook for the internet media sector [2]. Core Insights - The report highlights a high level of activity in the consumer sector, particularly in areas such as trendy toys, music, and concerts, with companies like Pop Mart and Blok providing significant growth [5]. - The gaming industry is experiencing overall high activity, with a notable market size of 27.4 billion yuan in April 2025, reflecting a 22% year-on-year growth [5]. - AI applications are beginning to show commercial viability, with companies like Meitu and Kuaishou leading in AI creative tools and advertising, respectively [5]. - The cloud computing sector continues to grow, driven by advancements in AI models and decreasing costs, with Alibaba expected to lead in this area [5]. - The advertising industry is facing challenges, but companies like Focus Media are expected to benefit from collaborations and increased advertising budgets [5]. - The film industry is seeing a shift towards new consumer experiences, with companies like Light Media and Wanda Film adapting to market changes [5]. Summary by Sections Consumer Sector - Pop Mart's mid-year profit growth is projected to be no less than 350%, driven by global market expansion and IP development [5]. - Blok is achieving high growth through affordable products targeting younger demographics and international markets [5]. Gaming Industry - The gaming market size reached 27.4 billion yuan in April 2025, with a 22% year-on-year increase [5]. - Major companies like Tencent and NetEase have not released significant new titles, relying on existing games for revenue [5]. - Notable growth is expected from second-tier companies with new product launches in the latter half of the year [5]. AI Applications - Meitu is recognized as a leading AI creative tool provider, catering to the needs of Gen Z consumers [5]. - Kuaishou's AI initiatives have generated over 100 million yuan in monthly revenue within ten months of launch [5]. - AI is positively impacting advertising effectiveness for platforms like Tencent and Bilibili [5]. Cloud Computing - The cloud computing sector is expected to accelerate, with a focus on large model iterations and AI applications [5]. - Alibaba is anticipated to lead the domestic cloud market, with increased competition expected to stabilize [5]. Advertising Industry - The overall advertising sector is weak, but Focus Media's collaboration with Alipay is expected to generate additional revenue [5]. Film Industry - The domestic film market saw a box office of approximately 4.8 billion yuan in Q2 2025, with companies like Light Media and Wanda Film pivoting towards new consumer experiences [5].

Group 1 - The article discusses the implementation of the Cultural Undertaking Construction Fee, which was established to strengthen socialist spiritual civilization and promote the healthy development of cultural undertakings in China [2][12]. - The fee was officially implemented nationwide starting January 1, 1997, as per the State Council's regulations [2][12]. - The fee applies to advertising service providers and entertainment service units and individuals within the People's Republic of China [6][12]. Group 2 - The calculation method for the Cultural Undertaking Construction Fee is based on a rate of 3% applied to the total taxable sales revenue from advertising and entertainment services [8][12]. - The fee is classified as a government fund and is included in the general public budget, specifically under the category of "Cultural Undertaking Construction Fee Revenue" [10]. - There are preferential policies in place, such as exemptions for small-scale VAT taxpayers with monthly sales not exceeding 20,000 yuan (60,000 yuan quarterly) [12].

Group 1 - The "2025 Human Fire Cool Food Fair" is a three-day event featuring over a hundred types of domestic and international delicacies, aimed at enhancing regional vitality through food and culture [1] - The event includes a new energy vehicle exhibition area showcasing the latest models and smart technology experiences, as well as a non-heritage interactive area where traditional crafts are demonstrated [1] - The fair is part of a larger initiative, linking with subsequent activities from Beijing Happy Valley and the National Advertising Industry Park, which will host events like the "Summer Night Carnival" and a "Digital Cultural and Creative Market" [1] Group 2 - The South Mofang area aims to drive broader prosperity through the "Digital Investment + Consumption Upgrade" model, indicating a long-term strategy rather than a short-term event [2] - The goal is to establish the cultural and creative park as a source of consumption innovation and the specialty market as a window for showcasing vitality, thereby continuously stimulating consumption and empowering high-quality regional development [2]

Group 1 - The forum, hosted by the China Advertising Association, focuses on the integration of AI, regional branding, and the cultural tourism industry, aiming to create an innovative exchange platform for advertising, branding, and cultural tourism [1][2] - The event highlights the potential of the advertising industry in technological innovation, brand building, and industrial integration, showcasing the strong computing power and cultural tourism resources of Hohhot [1][2] - Key industry representatives gathered to discuss the structural transformation and value reconstruction of the advertising industry, emphasizing the importance of advertising in enhancing consumer potential and brand value [2][3] Group 2 - Hohhot is presented as a city with dual attractions, showcasing a "billion-level dairy industry" and six major industrial clusters, including green agricultural products and new materials [2] - The forum introduced a new standard for brand development evaluation, marking a significant step in the standardization of the industry and providing a scientific basis for brand value assessment [4] - Discussions at the forum covered three core areas: new advertising language, AI empowerment in advertising, and the upgrade of cultural tourism branding, analyzing the transformative logic and future paths of the advertising industry under AI influence [4][10] Group 3 - The forum emphasized the role of advertising in fostering social trust and the importance of public service advertising in promoting integrity and friendliness within society [5] - Experts discussed the current state of AI applications in advertising, highlighting the need for specialized AI applications that complement advertising practices [6] - The integration of AI in marketing strategies was underscored, with companies like Yili leveraging AI to enhance consumer engagement and brand perception in the fragmented information landscape [7][9] Group 4 - The forum addressed the anxieties surrounding AI in marketing, discussing advancements in AI technology and its implications for advertising practices [8] - The afternoon sessions focused on the practical applications of generative AI and large model technologies in advertising, exploring themes such as intelligent creative generation and automated placement [10] - The discussions highlighted the shift in urban branding from physical space to cultural expression, emphasizing the role of advertising in modernizing city images and enhancing cultural tourism communication [10]