Group 1: Economic Vitality - Guangdong has a monthly average of 115 million permanent residents and 50.6 million floating population, both ranking first in the country [1] - In June, Guangdong's permanent population reached 121 million, with floating population at 42.7 million, including over 10 million in Guangzhou, Shenzhen, and Dongguan [1] Group 2: Cultural and Tourism Appeal - The 36th Firefly Animation and Game Carnival in Guangzhou attracted nearly 300,000 young visitors, while the Shenzhen Animation Festival drew 280,000 attendees [2] - The average spending per person at the Firefly Carnival was 629 yuan, generating over 170 million yuan in related consumption [2] - Guangdong received 430 million tourists in the first half of the year, a year-on-year increase of 11.9%, with total tourism revenue reaching 551.53 billion yuan, up 15.3% [3] Group 3: Industrial Attraction - The proportion of "90s" and "00s" workers in the Zhongjian Hailong Technology Co., Ltd. has reached about 70%, with 1,600 new employees added in 2025 [4] - The presence of young talent is increasing in Guangdong's industrial parks, with a significant number of recent graduates choosing to work in the region due to its advanced technology and industry [4][5] - In June, the number of permanent residents in key industrial transfer parks in Guangdong reached 1.356 million, an increase of 127,000, representing a growth rate of 12.7% [5]

Core Concept - The "RED LAND" event in Shanghai represents a fusion of industrial heritage and contemporary pop culture, featuring over 50 international IPs in a 2.5D immersive experience [1][3][4] Group 1: Event Overview - The event spans three days from August 8 to August 10, 2023, at Shanghai's Fuxing Island, covering an area of 80,000 square meters [1][2] - It aims to create an interactive "2.5D open world" that integrates gaming and anime elements into the industrial landscape of Fuxing Island [1][2] Group 2: Features and Attractions - The event includes popular IPs such as Pokémon, Genshin Impact, and Cyberpunk 2077, along with over 20 classic anime IPs and 10 original exhibition booths [3][4] - Attendees can engage in various immersive experiences, including themed areas like "Time Port," "Rebirth Trial Ground," and "Daydream Forest," tailored to different IPs [3][4] Group 3: Cultural Impact - The event serves as a cultural bridge, allowing high-quality IPs to break into the real world and integrate gaming and anime experiences into everyday life [3][4] - The rise of the 2D culture reflects a shift from niche interest to mainstream popularity, with significant engagement on platforms like Xiaohongshu [4][5] Group 4: Economic Implications - The Yangpu District supports the event with a budget of 5 million yuan in consumer vouchers to enhance the experience for attendees [8][9] - The district aims to build a "2D brand aggregation area," leveraging events like "Shanghai Dimension Roaming Festival" to stimulate local economic activity [9] Group 5: Community Engagement - The event fosters real connections among young people who share interests in gaming and anime, promoting a new form of social interaction [5][7] - Participants can engage in activities that blend their hobbies with social experiences, enhancing community ties [5][7]

Group 1 - The Yuhang District's Yunmen Center construction has made significant progress, with Tower B reaching a height of 246 meters, marking a new skyline for the West Station hub area [1] - Yuhang's GDP for the first half of the year reached 190.58 billion, maintaining the top position in the province, with a growth rate of 7.4% [1] - Yuhang aims to enhance its reputation as "Innovative Yuhang" by focusing on education, technology, and talent integration, with an emphasis on AI and modern industrial systems [1] Group 2 - The digital economy is a key component of Yuhang's modern industrial system, with a core industry value-added growth of over 8% in the first half of the year, continuing to lead the province [2] - Yuhang plans to connect individual "champions" into a cohesive ecosystem, promoting traditional industries' digital transformation and developing key sectors like digital content and creative design [3] - The goal for the year includes achieving a core digital economy industry value-added growth of over 8%, exceeding 230 billion, and fostering significant cultural enterprise revenue [3] Group 3 - Yuhang will support local enterprises and innovation platforms in applied research, particularly in AI, low-altitude economy, and humanoid robotics, aiming for notable achievements [4] - Collaboration with Zhejiang Innovation Museum and Hangzhou Technology Transfer Center will be strengthened to establish pilot platforms and technology transfer bases [4]

Core Insights - Chengdu is rapidly transforming into an "Anime City," driven by the success of the animated film "Nezha: Birth of the Demon Child," which has grossed over 15.4 billion yuan and set multiple box office records in China [1][4] - The city's animation industry has evolved from being a low-cost outsourcing hub to a creative powerhouse, supported by favorable policies, talent accumulation, and capital investment [2][3] Industry Development - The animation industry in Chengdu began as a service provider for foreign companies, primarily focusing on outsourcing tasks like frame drawing and basic effects [2] - Policy initiatives since 2012 have significantly boosted the industry, with the establishment of supportive frameworks that have allowed companies like Koko Bean Animation to thrive [2][3] - Chengdu's digital cultural industry has seen a remarkable growth, with the cultural industry value exceeding 250 billion yuan in 2023, marking a 13.9% year-on-year increase [4] Market Dynamics - The successful production of "Nezha: Birth of the Demon Child" involved collaboration among multiple companies located within close proximity, enhancing communication and efficiency in the production process [3] - The number of enterprises in Chengdu's animation sector is projected to surpass 37,000 by 2024, indicating a robust growth trajectory [4] Challenges and Opportunities - Despite the growth, the industry faces challenges such as a shortage of creative talent capable of crafting compelling narratives, which is critical for the success of animated works [4][5] - The market is currently dominated by a few major players holding valuable IPs, leading to calls for a more balanced and diverse market landscape [5] Future Outlook - Chengdu's animation industry is expected to continue its upward trajectory, with ongoing policy support and the establishment of financial mechanisms like the "Tianfu Cultural Board" to provide funding for creative enterprises [6] - The integration of creativity, technology, and capital is anticipated to yield more outstanding products, positioning Chengdu as a significant player in the global animation market [7]

Group 1 - The 22nd China International Digital Interactive Entertainment Expo (ChinaJoy) officially opened on August 1, 2025, in Shanghai, attracting 743 participating companies, including 237 foreign enterprises from 37 countries and regions, accounting for 31.9% [1] - The BTOB (business-to-business) section featured over 460 companies with a total exhibition area of 25,000 square meters, where nearly 208 foreign companies participated, making up 45.2% of that section [1] - The BTOC (business-to-consumer) interactive entertainment area covered a total of 110,000 square meters with over 280 participating companies, showcasing products from well-known domestic and international firms such as Tencent, NetEase, Huawei, and Sony [1] Group 2 - Shanghai announced the first Shanghai International Animation Month from July 4 to August 10, aiming to establish the city as a "global subculture new landmark" through the integration of anime, gaming, and urban culture [3] - The Snapdragon Theme Pavilion was a highlight of the event, where Qualcomm held its annual Snapdragon Game Technology Awards the day before the expo [3][5] - The event featured various interactive experiences, including the "Snapdragon XR Fantasy Journey" and opportunities for attendees to engage with cosplayers and experience different gaming devices [6][10]

每日经济新闻 相关机构表示，随着AI大模型在代码生成与智能编程领域持续突破，模型开源生态加速演进，基 础模型正推动智能开发、低门槛编程及高效研发的全面升级，建议关注具备底层技术突破与开源生态影 响力的企业，把握传媒板块两条主线。①AI技术在游戏产业的应用正快速落地，成为降本增效的重要 手段。②IP商业化正在推动新消费格局，头部公司通过IP创新运营和全球化布局，实现了业绩的大幅增 长。 游戏ETF（516010）跟踪的是动漫游戏指数，从A股市场中选取涉及动漫、游戏及相关产业链的上 市公司证券作为指数样本，以反映动漫游戏行业相关上市公司证券的整体表现。该指数具有鲜明的行业 特征和风格配置，是衡量中国动漫游戏产业发展的重要指标。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯 ...

Group 1 - The core viewpoint is that the media industry is experiencing a rise in AI applications, with a cultural confidence boost from content output, and 2023 is expected to be a year of explosive growth and reshaping of the application landscape for open-source large models in China [1] - The first step involves the revaluation of public cloud services and a return to growth in the industry, followed by companies that have platforms, users, and scenarios but lack large model capabilities, and finally, continuous implementation of C-end scenarios [1] - There is an emphasis on the gaming industry as a potential investment opportunity after a market correction, with the impact of tax deductions on advertising expenses expected to be minimal on the actual operations of listed companies [1] Group 2 - The gaming ETF (516010) tracks the animation and gaming index (930901), which selects listed companies involved in animation production, game development, distribution, and related products to reflect the overall performance of the animation and gaming industry chain [1] - The index focuses on the high growth and innovation characteristics of the animation and gaming industry, covering the entire industry chain from content creation to derivative product development [1] - Investors without stock accounts can consider the Guotai CSI Animation and Gaming ETF Connect A (012728) and Connect C (012729) [1]

Group 1 - The first "Shanghai Summer International Animation Month" has been launched, featuring a collaboration of three major events: CCG EXPO, Bilibili Offline Carnival, and ChinaJoy, creating a significant summer event for "two-dimensional" enthusiasts [1][2] - The collaboration of the three events is unprecedented, allowing for interactive experiences and exchanges between attendees, such as redeeming exclusive merchandise and enjoying performances from popular IPs [2][3] - CCG EXPO showcased well-known IPs and interactive experiences, while BW focused on esports and cutting-edge technology, providing immersive experiences for fans [2][3] Group 2 - ChinaJoy will start on August 1, emphasizing technological themes and introducing a "Smart Entertainment Robot" exhibition area, along with the ChinaJoy AIGC conference and a global AI game developer competition [3] - The events attracted international participation, with CCG EXPO featuring 480 exhibitors from various countries and BW drawing attendees from over 20 countries, highlighting Shanghai's global appeal [3] Group 3 - The integration of "anime + tourism" has revitalized urban spaces in Shanghai, with initiatives like "pain boats" decorated with popular game IPs, enhancing the cultural landscape along the Suzhou River [4][5] - The "dimension corridor" along the Suzhou River and various themed events are designed to engage visitors and promote cultural tourism [5] Group 4 - The "two-dimensional" economy in Shanghai is experiencing significant growth, with a 35% increase in cultural tourism bookings and a 50% year-on-year rise in flight reservations during the BW event week [6] - Shanghai leads the nation with 15 top "two-dimensional" malls and 80 well-known brand stores, indicating a robust market presence [7] Group 5 - The development of the "two-dimensional" economy requires collaboration among cultural, commercial, and urban planning sectors to enhance the integration of events and cultural experiences [8]

Animation Industry - The animation series "Ye Luo Li" has reached its 11th season by 2025, with the latest live-action adaptation "Ye Luo Li: Time of Ruins" launched on July 28 [4] - The adaptation of the popular web novel "Starting a Street Stall Selling Power" premiered on Bilibili on July 29, focusing on the protagonist Jiang Nan's unique abilities [4] - "Night's Naming Technique," based on a work by a well-known author, will be available on Bilibili on August 14, following a previous adaptation that faced criticism from fans [8] Film Industry - The animated film "Wang Wang Mountain Little Monster" was released on August 2, receiving positive audience feedback for its humor despite some production issues [9] - "Cat and Mouse: Star Disk Adventure," a film based on a classic IP, is set to release on August 2, directed by Chinese filmmaker Zhang Gang [12] - The sequel to "Bad Guys" is scheduled for release on August 16, following the success of the first film which grossed 335 million yuan in China [12] Video Game Industry - The RPG game "Sword and Expedition: Departure" is set to release on August 8, continuing the gameplay of its predecessor [17] - "Dying Light: The Trapped Beast," a first-person shooter, will be released on August 23, enhancing gameplay with new weapons and expanded maps [17] - "Black Myth: Wukong" will launch on Xbox on August 20, marking its one-year anniversary since release [17] Events - The Shanghai ChinaJoy convention will take place from August 1-4 at the Shanghai New International Expo Center [18] - The Hainan ACG Super Concert is scheduled for August 9-10, featuring performances of classic songs from popular series [18] - The Yunnan YCG Anime and Game Carnival will occur on August 16-17 at the Kunming Expo Garden [19]

Core Insights - The 14th Shenzhen Animation Festival commenced on July 25, 2023, at the Futian Convention Center, aiming to create a local, inclusive, and participatory anime carnival [1] - Established in 2009, the Shenzhen Animation Festival has become the largest and most influential summer cultural event in Shenzhen, focusing on anime and gaming [1] Event Highlights - The festival features two main competitions: "Cosplay·Shenzhen" and "Dimension Super Star Dance Competition," along with three major activity sections: "AniDream Live," "SZCAF Independent Gamer (SIG) Exhibition," and "Comic Utopia 02" [1] - The SIG Independent Game Exhibition showcases over 65 game works, collaborating with various universities and game development alliances [2] - The event has attracted over 300 participants for the "Cosplay·Shenzhen" competition, highlighting the vibrant culture of the "Z generation" in anime [2] Industry Integration - The festival emphasizes cross-industry collaboration, linking entertainment, literature, and new media, with notable guests including voice actors and popular authors [2] - Recent cultural industry support policies in Guangdong province particularly favor the anime, film, and gaming sectors, with the festival serving as a practical implementation of these policies [2]