如果你有产品、品牌、项目，想在抖音上做推广，第一步一定绕不开达人合作。很多人也都在问： 怎么找抖音达人？去哪里对接资源？不想被骗，有没有靠谱的渠道？ 确实，现在"达人带货""达人口播"是内容推广的热门方式，但不是所有人都知道去哪找对接、怎么谈合作。下面就从新手视角出发，分享5个常见、相对靠 谱的达人资源获取渠道，外加一些合作建议，供你参考。 先快速过一遍几种主流合作方式，便于你根据需求选择： 口播种草：达人拍视频介绍你的产品/服务，主打信任背书； 直播带货：达人直播间挂车卖货，按销售额抽佣； 短视频挂车：达人发布短视频，视频下挂购物链接； 内容植入：在日常视频中自然提到产品，适合品牌曝光。 不同行业、不同预算适合不同方式，有的适合硬广，有的适合"软种草"。 1. 巨量星图 这是抖音官方的达人合作平台，有达人报价、案例、粉丝量、领域分类等，非常规范。你可以注册品牌主账号后，直接搜索、筛选达人，线上下单、自动结 算。 适合预算充足、有团队运营的商家。 2. 第三方达人资源平台 市面上也有很多达人对接平台，专门收集达人资料、报价和合作通道，例如： BD邦（如果你想整合推广+项目对接资源） 这些平台多数可以按粉丝量、 ...

"我真是烦死社交媒体的算法机制了。" 朋友A君怨念深重的向劲旅君如是抱怨。 她计划暑期带着孩子外出旅游，在冒出这个念头后，就在日常闲暇之余习惯性点开自己常刷的社交媒 体，搜索感兴趣的热门旅游城市攻略。 困在社交媒体算法里的不仅是消费者。 "我的旅游内容创作完全被社交媒体算法把控着。" 从业近10年的业内知名旅游达人B君向劲旅君偷偷吐槽，现在社交媒体算法机制只会对有利于流量传播 的内容进行扶持，每当旅游业内出现热点话题或者事件时，明面上内容创作者是可以自由创作的，实际 一 不搜不要紧，一搜差点被烦死。 众所周知，现在社交媒体多靠算法驱动，根据用户兴趣结合大数据进行精准内容推荐。A君发现，刚开 始社交媒体推荐的内容还算正常，但是刷着刷着就不对劲了，同质化内容源源不断，数量越刷越多，一 连几十条、上百条内容都大同小异，就算自己变着花样换搜索词或者搜索条件，推荐内容都高度雷同。 更让A君烦躁的是，自己明明已经对这类内容看厌倦了，但是只要开打社交媒体软件，平台还是会阴魂 不散地继续推荐这类内容，有时候逼得自己必须要先随便乱搜几个与上一轮搜索内容完全无关的关键 词，才能短暂逃离算法控制，稍微刷点其他内容。 "感觉自己被困 ...

Group 1 - Brother Technology expects a net profit of 60 million to 75 million yuan for the first half of 2025, representing a year-on-year increase of 325% to 431.25% [1] - Zhonggang Luonai's shareholder plans to reduce its stake by 0.5%, amounting to no more than 562,500 shares [1] - Hesheng Silicon Industry's controlling shareholder intends to exchange up to 1% of its shares for ETF units, totaling no more than 11,822,100 shares [1][2] Group 2 - Suotong Development's actual controller plans to reduce its stake by up to 2.21%, equating to no more than 1,098,720 shares [2] - Funeng Technology's shareholder plans to reduce its stake by no more than 1%, totaling up to 12,221,000 shares [2][3] - Yuhua Development expects a net profit of 175 million to 225 million yuan for the first half of 2025, a year-on-year increase of 632% to 784% [4][5] Group 3 - Dingsheng Co. plans to reduce its stake by no more than 1.71%, equating to up to 726,430 shares [5] - Renle's stock has been terminated from listing, officially delisted on July 4, 2025 [6] - Weitang Industrial's controlling shareholder plans to reduce its stake by no more than 1.95%, totaling up to 340,000 shares [7] Group 4 - Yingfeng Environment's convertible bond may trigger a downward adjustment of the conversion price due to stock prices falling below 85% of the conversion price [8] - Jingye Da's actual controller plans to reduce its stake by no more than 3%, equating to up to 694,150 shares [10] - Yongtai Technology and its subsidiary are suing for 57.5193 million yuan in damages [11] Group 5 - *ST Meigu's subsidiary has been applied for bankruptcy liquidation [12] - Daoshi Technology plans to invest up to 165 million USD in a copper wet smelting project in the Democratic Republic of Congo [13] - Xinbo Co.'s actual controller plans to reduce its stake by no more than 1.54%, totaling up to 372,440 shares [14] Group 6 - Yunnan Energy Investment has obtained the development rights for a photovoltaic power generation project with a capacity of 20 MW [15] - Qinglong Pipe Industry's controlling shareholder plans to reduce its stake by no more than 3%, equating to up to 990,970 shares [15] - Yangjie Technology has terminated the share issuance and cash acquisition of Beite Electronics, opting for cash acquisition instead [16] Group 7 - Taijia Co.'s controlling shareholder plans to reduce its stake by no more than 3%, totaling up to 755,210 shares [17] - Songyang Resources has terminated the planning of a control change and will resume trading on July 4, 2025 [19]

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 ...

Core Insights - The increasing globalization and rapid development of digital technology are driving more companies to explore overseas markets, with AI marketing agents emerging as a favored tool for expansion [1][16] Group 1: AI Marketing Agents - AI marketing agents utilize big data analysis and machine learning algorithms to accurately target customer groups, enhancing the effectiveness of marketing activities [1][14] - They enable full-chain automated operations from lead acquisition to order conversion, significantly improving marketing efficiency and reducing labor costs [1][16] - AI marketing agents support multiple mainstream social media platforms, including TikTok, Facebook, Instagram, and LinkedIn, facilitating multi-channel marketing coverage [1] Group 2: Starry Cloud's Offerings - Starry Cloud is a leading one-stop overseas AI marketing agent platform in China, providing comprehensive social media operation solutions for businesses [4][11] - The platform features six intelligent agents, including AI website experts, AI short video operation experts, AI social media operation experts, AI foreign trade personnel, AI customer service, and AI data analysts, which work collaboratively to optimize marketing processes [4][15] - Starry Cloud has successfully served over 5,000 companies, accumulating rich industry experience and successful case studies, such as reducing customer acquisition costs and improving lead quality for clients [11] Group 3: Technical Strength and Customization - Starry Cloud boasts a strong technical team with deep AI technology and big data analysis capabilities, providing precise marketing strategies and efficient operational services [11] - The platform offers personalized marketing solutions tailored to specific business needs, aiding in brand building and business growth [11][2]

证券研究报告：传媒 | 公司点评报告 发布时间：2025-07-03 股票投资评级 资料来源：聚源，中邮证券研究所 | 公司基本情况 | | --- | | 最新收盘价（元） | 27.48 | | --- | --- | | 总股本/流通股本（亿股）4.17 / 3.37 | | | 总市值/流通市值（亿元）115 / 93 | | | 52 周内最高/最低价 | 34.44 / 16.67 | | 资产负债率(%) | 30.0% | | 市盈率 | 20.90 | | 第一大股东 | 姚朔斌 | 研究所 分析师:王晓萱 SAC 登记编号:S1340522080005 Email:wangxiaoxuan@cnpsec.com 姚记科技(002605) 游戏与营销业务短期承压，静待拐点到来 ⚫ 事件回顾 2025 年 4 月 25 日，公司发布 2024 年年报。2024 年公司实现营 业收入 32.71 亿元，同比下降 24.04%；归母净利润 5.39 亿元，同比下 降 4.17%；归母扣非净利润为 5.05 亿元，同比下降 2.59%。2025 年 4 月 30 日，公司发布 2025 年一季报，2 ...

Core Viewpoint - The company BlueFocus Communication Group is pursuing a secondary listing on the Hong Kong Stock Exchange, aiming to leverage the A+H listing model, following the trend of major A-share companies expanding into Hong Kong [1][3]. Company Overview - Founded in 1996 and headquartered in Beijing, BlueFocus is one of the earliest public relations firms in China and currently the largest marketing communication group in the country [1]. - As of July 2, 2023, BlueFocus's stock price was 6.37 RMB, with a total market capitalization of 22.534 billion RMB [1]. Financial Performance - BlueFocus's revenue for 2022, 2023, and 2024 was reported as 36.683 billion RMB, 52.616 billion RMB, and 60.8 billion RMB respectively, with corresponding gross profits of 1.7 billion RMB, 1.789 billion RMB, and 1.53 billion RMB [3]. - The company experienced a decline in profit margins, with net profits of -2.177 billion RMB, 0.112 billion RMB, and -0.3 billion RMB for the same years, indicating a shift towards strategic investments in AI technology [3][4]. Strategic Initiatives - BlueFocus has adopted an "All in AI" strategy, developing a large model application engine called Blue AI, which has produced 137 AI-driven applications by the end of 2024, generating approximately 1.2 billion RMB in revenue [3][4]. - The company is also implementing a "Globalization 2.0" strategy, transitioning its cross-border marketing services to a localized and technology-driven model, with five overseas offices established in key markets [3][4]. Industry Trends - The global marketing industry is projected to reach a market size of 8.9 trillion USD in 2024, with a compound annual growth rate (CAGR) of 9.7% from 2020 to 2024, and is expected to grow to 14 trillion USD by 2029 [5]. - The Chinese marketing industry is anticipated to grow to 1.89 trillion USD in 2024, with a CAGR of 10% from 2020 to 2024, driven by digital transformation and increasing demand for brand establishment [5]. Market Dynamics - Two major trends are identified as growth engines for the marketing industry: the increasing demand for "overseas marketing" as Chinese brands expand globally, and the restructuring of the marketing value chain through AI technology [7][9]. - The digital marketing market in China is expected to exceed 1.2 trillion RMB by 2025, with the top 10 companies holding 60% of the market share, primarily due to their comprehensive service capabilities and AI technology advantages [8]. Competitive Position - BlueFocus is well-positioned to capitalize on industry opportunities due to its leading AI technology and global presence, despite facing short-term profitability challenges [9].

Core Viewpoint - Liou Co., Ltd. has launched its first MCP application, "Pangu Engine - Pangu Optimization Assistant," which is designed for programmatic advertising and enhances human-machine collaboration in advertising operations [2][3]. Group 1: MCP Application Launch - The "Pangu Engine - Pangu Optimization Assistant" integrates MCP Server, MCP Host, and MCP Client, specifically tailored for programmatic advertising scenarios [2][3]. - MCP (Model Context Protocol) is a protocol for managing and coordinating context in large language models (LLMs), improving reasoning and decision-making capabilities [2]. Group 2: Development and Integration - Liou Digital introduced MCP services in April 2023, providing API support to bridge large language models and AI agents [3]. - The "Pangu Engine - Pangu Optimization Assistant" marks the beginning of a comprehensive intelligent transformation of self-developed programmatic advertising tools [3]. Group 3: Future Enhancements - In July 2023, Liou Digital plans to gradually open more MCP tool capabilities based on frontline business department needs, aiming to enhance human-machine collaboration in advertising operations [4]. - The company aims to accelerate the intelligent transformation of the programmatic advertising market by establishing a unified protocol standard [4].

Performance Forecast - The company expects a net profit of between 130.16 million yuan and 137.39 million yuan for the current reporting period, compared to 65.99 million yuan in the same period last year, representing a growth of 97.25% to 108.21% [1] - The profit attributable to shareholders is projected to be between 112.16 million yuan and 119.39 million yuan, up from 72.36 million yuan last year, indicating a growth of 55.00% to 65.00% [1] - The profit after deducting non-recurring gains and losses is estimated to be between 106.16 million yuan and 113.39 million yuan, compared to 63.13 million yuan last year, reflecting a growth of 68.16% to 79.62% [1] - Basic earnings per share are expected to be between 0.29 yuan and 0.31 yuan, compared to 0.19 yuan last year [1] Reasons for Performance Change - The significant increase in revenue and profit is attributed to long-term strategic cooperation with leading companies in the fast-moving consumer goods sector, enhancing operational and resource utilization efficiency [1] - The company has maintained a high level of digital operational capability through supply chain management systems, while also expanding sales regions and replicating business models, leading to substantial growth in revenue and profit [1] Communication with Auditors - The financial data in this performance forecast has not been audited by the accounting firm, but the company has communicated with the auditors regarding the performance forecast, and there are no discrepancies between the two parties [1]