天眼查App显示，近日，永得数字产品（江苏）有限公司成立，法定代表人为朱玉龙，注册资本5000万 人民币，由上海永得商标包装印务有限公司全资持股。 来源：金融界 序号股东名称持股比例1上海永得商标包装印务有限公司100% 经营范围含许可项目：包装装潢印刷品印刷；特定印刷品印刷（依法须经批准的项目，经相关部门批准 后方可开展经营活动，具体经营项目以审批结果为准）数字家庭产品制造；数字文化创意内容应用服 务；产业用纺织制成品生产；产业用纺织制成品销售；电子元器件制造；物联网设备制造；纸制品制 造；纸和纸板容器制造；纸制品销售；货物进出口；技术进出口；进出口代理；电子元器件零售；电子 元器件批发；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；物联网技术服务；物 联网设备销售；信息技术咨询服务；工艺美术品及礼仪用品制造（象牙及其制品除外）；工艺美术品及 收藏品零售（象牙及其制品除外）；针织或钩针编织物及其制品制造；服装辅料制造（除依法须经批准 的项目外，凭营业执照依法自主开展经营活动） 企业名称永得数字产品（江苏）有限公司法定代表人朱玉龙注册资本5000万人民币国标行业租赁和商务 服务业>商务服务业>广 ...

Group 1: Core Insights - AI is reshaping the advertising industry at an unprecedented pace, acting as an engine for a new revolution in the field [1] - Goldman Sachs predicts that AI will disrupt a global advertising profit pool of approximately $470 billion in the coming years [1][2] - The transformation encompasses various aspects including ad placement, content creation, audience targeting, and creative production [1] Group 2: AI's Impact on Advertising Profit Pool - AI is expected to accelerate the shift of traditional advertising budgets towards more efficient and measurable digital channels, representing a $170 billion opportunity [2][3] - The penetration rate of digital advertising has increased from 40.8% in 2017 to an estimated 69% by 2024, with an annual increase of about 4 percentage points [2] - Generative AI is projected to save $114 billion in creative production costs by replacing expensive and time-consuming creative development processes [3] - Automation platforms are challenging the core value of traditional advertising agencies, with a potential impact of $161 billion on their annual revenue [3] - AI-driven platforms are reducing the need for third-party advertising technology intermediaries, potentially squeezing about $25 billion from their profit margins [3] Group 3: Leading AI Advertising Products - Google's Performance Max and Meta's Advantage+ are recognized as the most successful integrated AI advertising products, allowing advertisers to automate cross-channel ad decisions and optimizations [4][5] - The adoption rate of Performance Max among advertisers in the U.S. surged from 2% in Q4 2021 to 59% by Q4 2024, accounting for 46% of Google's total ad spending [5] - Meta's Advantage+ saw a similar growth, with adoption rising from 2% in Q1 2023 to 36% by Q4 2024 [5] Group 4: Chinese Players in AI Advertising - Chinese tech giants like ByteDance, Tencent, and Alibaba are heavily investing in AI to lead the next generation of advertising paradigms [6] - ByteDance is enhancing its advertising creative production process with its "Instant Creation AI" platform, significantly reducing the time required to generate video and graphic materials [7][8] - Tencent's "Miao Si" platform leverages its self-developed AI model to provide various creative generation tools, improving efficiency by hundreds of times compared to traditional methods [11][12] - Alibaba's "Wanshang Laboratory" offers generative AI products that allow merchants to create high-quality advertising materials quickly, improving production efficiency by five times [16][17] Group 5: Overall Industry Transformation - The integration of AI in advertising is leading to more efficient and precise ad placements, while also enhancing the creativity and reducing costs of ad content production [18] - The value distribution in the advertising industry is being reshaped, with platform-based companies that possess data and technological advantages capturing more profits [18] - Advertisers and consumers are expected to benefit from higher ROI and more personalized ad experiences, respectively [18]

7月4日上午，由全球数字经济大会组委会主办、北京市朝阳区市场监督管理局与中国工商出版社联合承办的全球数字经济大会"数智广 告产业创新与发展"专题论坛在国家会议中心顺利召开。国家市场监管总局广告监管司市场稽查专员谷保中，北京市市场监管局党组书 记、局长高念东，朝阳区委副书记范永红出席大会，朝阳园管委会、区发改委、区商务局、区统计局、文创园管委会、南磨房乡等单位 参会。 推介会后，中国广告协会会长张国华、360集团副总裁王剑、快手集团副总裁王晓东、中国政法大学数据法治研究院教授、博士生导师 张凌寒分别围绕全球广告发展趋势、从广告营销看人工智能的技术发展、突破与趋势、广告营销领域人工智能应用发展与趋势、人工智 能广告的治理与自律四个方面做主旨演讲。北京大学现代广告研究所、中国信息通信研究院、百度、腾讯、雀巢、知定堂等单位工作负 责人围绕"AI广告的场景创新与实践"的主题开展圆桌会谈。 本次论坛吸引了雀巢、宝马、蓝色光标（300058）、新美等百余家广告产业链相关企业踊跃参与。该论坛的成功举办，彰显了朝阳区在 推动广告产业数字化转型与高质量发展中的引领作用。通过搭建全球广告企业交流平台，进一步加速数字广告生态繁荣。未 ...

Group 1: Media Industry Outlook - The media industry is expected to face revenue and net profit pressure in 2024, with a rebound anticipated in Q1 2025, showing cyclical changes [1] - The IP economy is projected to grow through the incubation of proprietary IP and collaboration with popular IPs, exploring mature business forms like "谷子" (Guzi), blind boxes, and trading cards [1] - AI is recognized as a transformative technology, becoming a focal point in global tech competition and a key driver for future industries, with significant potential and application prospects across various media sub-industries [1] Group 2: IP Economy Insights - "谷子" (Guzi) products are evolving into key emotional carriers within the IP ecosystem, driven by the Z generation's shift towards emotional investment and community expression, leading to rapid market growth [1] - Blind boxes leverage the element of surprise to stimulate retail, focusing on product design and original IP commercialization, with strong social engagement and market maturity [1] - Trading cards, particularly collectible cards, create interactive consumer experiences through collection and trading, showcasing strong social attributes and user engagement advantages [1] Group 3: AI Applications and Developments - The AI industry has diversified into multiple tracks and scenarios, covering over 20 applications, enhancing user experience and meeting personalized needs [2] - AI is widely applied in various media sectors such as film, advertising, and gaming, improving content production efficiency and reducing costs [2] - AI smart glasses are emerging as a breakthrough in the AI terminal market, with significant growth expected in sales by 2025, as various manufacturers actively enter this field [2]

公司依赖市场大模型，接入垂直模型降低 TOKEN 消耗，实现海报制作 自动化，减少沟通成本。基于多年数据积累，将定制化服务标准化，为 中小广告主提供高效经济服务，降低人员成本，提升服务能力。 出海营销业务结构中，游戏类客户占比 42%，电商类客户体量显著增加， 如希音、拼多多。阿里加大品牌出海投入，短剧出海趋势火热。今年上 半年互联网及应用工具类收入增量主要来自短剧出海。 出海营销毛利率稳定在 1.6%-1.8%，源于收入规模效应。未来提升毛 利率关键在于加大与腰部媒体合作，提高返点差，并通过生成式工具为 中小客户提供创意服务。与高返点媒体如 TikTok 和 Twitter 合作也能提 高毛利率。 蓝色光标 20250703 摘要 蓝色光标客户主要为游戏、电商、互联网及应用类，约 80%收入来自出 海业务，游戏类占比 42%-43%，电商类约 30%。国内游戏合规趋严推 动出海，电商跨境业务快速增长，但中美贸易摩擦可能带来影响，尤其 关注美国对中小包裹征税政策变化。 公司全球市场布局集中在东南亚及中东（45%-50%），北美占 30%。 疫情期间布局稳定，东南亚因文化、地域及物流优势成首选。出海业务 整体乐 ...

Group 1 - The company, Hengyue Holdings, announced a tender offer to acquire all securities of DV8, a company listed on the Thai Stock Exchange, with a proposed offer price of 0.56 THB per share and 0.01 THB per warrant [1] - DV8 operates one of the largest in-store audio advertising platforms in Thailand, providing a cost-effective way to promote telecommunications products through a vast audio network across various retail outlets [2] - The acquisition of DV8 is part of the company's strategy to expand its business in Southeast Asia, using Thailand as a strategic entry point due to its popularity as a global tourist destination [1][2] Group 2 - Establishing a business presence in Thailand allows the company to position itself in a vibrant market, serving as a strategic gateway to the broader ASEAN region [2] - The extensive retail network of DV8, which includes 2,202 Lotus's stores, 207 Big C stores, and 1,500 7-11 stores, will provide immediate and wide distribution channels for the company's prepaid card products and potential digital offerings [2] - The acquisition is expected to significantly enhance the company's opportunities in the Thai market while reducing related costs [2]

Group 1 - Canada announced the cancellation of the digital services tax to facilitate trade negotiations with the U.S., which has drawn significant international attention [1][3] - The digital services tax was initially proposed in 2020, targeting large multinational tech companies with annual revenues exceeding 1.1 billion CAD globally and 20 million CAD in Canada, imposing a 3% tax on certain digital services [1][5] - The Canadian government's decision to abandon the tax has sparked domestic criticism, with some citizens viewing it as a capitulation to U.S. pressure and a loss of national sovereignty [7] Group 2 - The cancellation of the tax was estimated to potentially generate 7.2 billion CAD for the Canadian government over five years, highlighting the financial implications of the decision [3] - Other countries, including Japan, the EU, India, and Australia, are also facing pressure from the U.S. in ongoing trade negotiations, with varying degrees of compliance and resistance [3][5] - The trend of implementing digital services taxes is growing globally, with 35 countries, including France and the UK, already having similar taxes in place, indicating a shift in international tax policy [5][7]

Group 1 - The core viewpoint of the article is that the company is collaborating with Alipay on an innovative project called "Tap to Interact," which is currently in the pilot phase [1] - The project aims to explore location-based near-field interaction applications and empower consumer scenarios [1] - The company plans to expand the device coverage based on project progress and market demand [1]

Core Viewpoint - Global Fashion (INHI.US) is advancing its IPO process in the U.S. with the submission of its F-1 filing to the SEC, aiming to raise up to $6.25 million by offering 1.25 million shares at a price range of $4-5 per share [1] Company Overview - Founded in 2014, Global Fashion operates primarily in the cultural media sector, focusing on two core businesses: television program distribution and advertising placement [2][3] - The company has established itself as a bridge between television production companies, media platforms, advertising firms, and well-known brands [3] Financial Performance - In 2023 and 2024, Global Fashion reported revenues of $2,103,300 and $2,063,130, reflecting year-over-year growth rates of 30.4% and -1.91% respectively [1] - Net profits for the same years were $327,630 and $418,820, with growth rates of 201.1% and 27.83% [1] - The decline in revenue in 2024 was primarily due to a 2.47% drop in content asset revenue and the absence of revenue from post-production services [3][4] Revenue Breakdown - The revenue structure consists of three main segments: advertising agency services, content asset revenue, and post-production services [3] - Content asset revenue accounted for nearly 90% of total revenue in 2024, with self-produced content and licensed content contributing 34.74% and 54.42% respectively [4] Market Position - Global Fashion ranked 7th among all drama distributors in China in 2024, with a revenue of 181.8 million RMB [7][10] - The Chinese drama distribution market is projected to grow from 46.1 billion RMB in 2024 to 69.8 billion RMB by 2029, with a compound annual growth rate (CAGR) of 8.6% [8] Industry Trends - The advertising market in China is expected to grow from 1.6006 trillion RMB in 2024 to 2.4574 trillion RMB by 2029, with a CAGR of 9% [9] - The industry is characterized by intense competition and fragmentation, with top companies holding a stable share of the market [9][12] Challenges and Opportunities - Global Fashion faces challenges in maintaining growth amid a competitive landscape, particularly in self-produced content where quality and differentiation are increasingly important [12][14] - The company has a high customer concentration, with the top three clients accounting for 55.8% of revenue in 2024, indicating a need to diversify its client base for stability [14]

2025 年 07 月 02 日 传媒 四种主要变现方式中，当下，我们认为 电商最好 四种主要变现方式中，当下，我们认为电商最好。移动互联网 时代，用户注意力从线下转为线上，互联网平台围绕细分场景产 业链环节在竞合中找到了生态卡位，并积累了庞大的用户规模， 基于所在场景及生态链位置，探索出四大主要的变现模式，即电 商、广告、游戏、直播： 原因一：广告增长受加载率约束，内容平台电商化。广告是以 抖音、快手为代表的内容平台最主要的收入来源之一，其规模取 决于平台用户数量、用户使用时长、广告加载率等核心指标，而 移动互联网时代用户规模见顶，用户使用时长增长放缓，广告加 载率过高影响平台内容调性而受限，因此广告天然存在天花板。 以抖音、快手为代表的内容平台从 2018 年开始切入电商变现，得 益于内容营销与电商转化的流畅链路，其电商规模快速扩大，2024 年抖音电商 GMV 总额约 3.5 万亿元，同比增长 30%。 原因二：品牌在弱宏观下倾向于直接转化为交易，电商业绩相 对更稳健。2024 年社零总额为 48.79 万亿，同增 3.5%，消费端需 求疲软抑制了企业的投放需求，2024 年 A 股上市公司销售费用率 ...