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国内高频 | 生产边际改善,需求保持韧性(申万宏观·赵伟团队)
申万宏源宏观· 2025-10-27 14:16
Core Viewpoint - The article highlights the overall improvement in industrial production, with specific sectors showing varying performance, particularly in steel and construction industries [1][11][21]. Industrial Production Tracking - The blast furnace operating rate increased by 0.5% week-on-week to 84.7%, remaining stable year-on-year [1][4]. - Apparent steel consumption rose by 2% week-on-week, with a narrowing year-on-year decline of 3.8 percentage points to -0.1% [1][6]. - Social inventory continued to decline, down 2.3% week-on-week [1]. Sector Performance - The petrochemical and consumer sectors showed improvement, with soda ash operating rates stable at 84.9%, and a year-on-year decline narrowing to -2.2% [11]. - PTA operating rates increased by 0.4% to 76.0%, with a year-on-year improvement of 1.3 percentage points to -4.8% [11][14]. - The automotive semi-steel tire operating rate improved by 1% to 73.7%, with a year-on-year increase of 1 percentage point to -5.7% [11]. Construction Industry Insights - Cement production and demand were below last year's levels, with the nationwide grinding operating rate increasing by 1.6% week-on-week to 45.4% [21]. - Cement shipment rates remained stable at 44.8%, with a year-on-year decline of 9.3% [21][24]. - Cement inventory ratio slightly increased, up 1.2% week-on-week, but down 1.2 percentage points year-on-year to 0.7% [21]. Demand Tracking - National commodity housing transactions decreased, primarily due to significant declines in second-tier cities, with a daily average transaction area down 5.7% week-on-week [40]. - National road freight volume increased year-on-year, with rail freight volume up 1.8 percentage points to 1.5% [44]. - Passenger car retail sales decreased by 0.5% week-on-week, with a year-on-year decline of 0.7% to 25.4% [59]. Price Tracking - Agricultural product prices generally fell, with vegetable prices rising by 4.3% week-on-week, while fruit, pork, and egg prices declined [74]. - Industrial product prices showed an overall upward trend, with the South China industrial product price index rising by 0.4% week-on-week [82].
中国电影:暂未涉及抖音短视频合作事项
Bei Jing Shang Bao· 2025-10-27 08:49
北京商报讯(记者 卢扬 实习记者 华卓玛)10月27日,中国电影在投资者互动平台回答投资者称,公司 暂未涉及抖音短视频合作事项。 ...
百年好莱坞,正步入"老龄化"?
3 6 Ke· 2025-10-27 02:48
Core Insights - Hollywood is facing a significant "aging" crisis, characterized by both outdated storytelling and an aging star demographic, leading to disappointing box office performances for major films [4][10][12]. Group 1: Film Performance - Recent high-budget films like "Once Upon a Time in War" and "Creation: God of War" have underperformed at the box office, raising concerns about their ability to recoup costs [1][10]. - The global box office for "Once Upon a Time in War" stands at $156 million, despite a high rating of 8.2 on Douban, indicating a disconnect between critical acclaim and audience interest [5][10]. - Many recent Hollywood releases rely heavily on established IPs, with original stories struggling to gain traction, as seen with films like "F1: Speeding" achieving unexpected success while others falter [10][12]. Group 2: Aging Stars and Talent Drain - The current Hollywood landscape is dominated by aging stars, with few new actors emerging to take their place, leading to a talent gap [13][16]. - The reliance on veteran actors for box office draws is evident, but their ability to elevate new talent is diminishing, as seen in films like "Once Upon a Time in War" [14][16]. - The traditional star-making model is breaking down, with actors increasingly moving to television, while newcomers struggle to achieve the same level of recognition as past stars [18][19]. Group 3: Industry Challenges - Hollywood's dependency on large IPs has led to a stagnation in creativity, with many films failing to innovate or engage audiences meaningfully [21][25]. - The industry's structural issues are compounded by a decline in local production, with a reported 22% drop in on-site production in Los Angeles, as filmmakers seek more favorable conditions elsewhere [28][31]. - The disconnect between mainstream award shows and audience preferences is growing, contributing to the challenges in the star-making process and overall industry health [27][32].
【荐读】张振鹏:成功的电影融资本质
Sou Hu Cai Jing· 2025-10-26 16:12
《电影融资》(张振鹏 著)由知识产权出版社于 2025 年出版。 目前,该书已在各大网上书店、新华书店及相关专业书店正式上架。 电影融资中,融资方与投资人常陷入认知错位。前者沉迷艺术理想,后者追逐商业回报。但本质上,成 功的融资既非"噱头圈钱"的投机游戏,也不是"情怀绑架"的慈善行为,而是双方在商业理性框架下达成 价值共识的过程。这一共识的达成,始于对融资误区的清醒认知,成于对资本诉求的深度理解,终于 对"风险共担、价值共生"逻辑的共同践行。 警惕三大融资误区:走出非理性融资迷思 投资人需要将"创意愿景"转化为"商业语言",核心是回答三个问题:目标用户是谁?如《少年的你》定 位Z世代,通过"校园暴力"议题锁定1.2亿潜在观影人群;资金从何处来?《满江红》通过"保底发行+广 告植入+衍生品预售",上映前回收40%成本;增长空间何在?漫威以"电影宇宙"模型证明,单个IP衍生 价值可达票房5-10倍,吸引资本长期布局。 电影融资的首要挑战,是破除三种危险的认知偏差。 其一是"噱头至上"的投机陷阱 。部分融资方依赖顶流明星、IP 炒作或政策包装制造流量泡沫,却忽视 项目本质。如某古装奇幻片以"东方魔幻宇宙"为噱头融资 ...
上海党员干部群众深入学习党的二十届四中全会精神 在挑大梁作贡献上展现新作为
Jie Fang Ri Bao· 2025-10-25 00:25
Group 1 - The 20th Central Committee of the Communist Party of China has approved the suggestions for the 15th Five-Year Plan, emphasizing high-quality development as the main theme for economic and social development in the upcoming period [2][5] - Shanghai aims to focus on building "five centers" and enhancing international competitiveness through technological innovation and reform [2][3] - The emphasis on building a modern industrial system and strengthening the foundation of the real economy is highlighted as a strategic task [3][4] Group 2 - The importance of fostering new productive forces through technological self-reliance and innovation is underscored, with Shanghai positioned as a key player in global technological competition [5][6] - The need for collaboration between education, technology, and talent development is emphasized to enhance the overall effectiveness of the innovation system [6][8] - The focus on enhancing the legal framework to support high-quality development and improve enterprise competitiveness is noted [7][10] Group 3 - The commitment to improving people's livelihoods through various initiatives, including education and housing, reflects a people-centered development approach [8][9] - The goal of building a world-class ecological island and promoting green development is articulated, with a focus on enhancing public services [9][10] - The call for a strong cultural development strategy that integrates ideological leadership and social cohesion is made [12][13]
首都高校师生打卡影博看新展话发展
Xin Jing Bao· 2025-10-23 07:19
此次是中国电影博物馆"京"彩文化青春绽放之"感悟光影之美"系列活动的重要环节,延续了馆校联动、 双向赋能的传统。未来,系列活动将继续走进高校、贴近学生,通过红色电影导赏、志愿服务等形式, 搭建青年学生与电影文化的深度交流平台,激发更多青年对电影艺术的热爱与追求,共同推动中国电影 文化的传承与创新。 本次主题学术沙龙聚焦电影创作实践、理论前沿探索及产业创新发展等多个维度展开深入研讨,专家学 者们从不同角度剖析了中国电影二十年来的发展轨迹和取得的成就。在互动环节中,同学们结合自身专 业和感受,就胶片时代与数字时代的艺术传承与变革、动画角色造型设计的审美演进等专业领域问题与 专家展开对话交流。专家们通过生动的案例分析和前瞻性的行业洞察,为在场学生提供了极具启发性的 专业指导。同学们普遍反映,通过此次高质量的学术交流,既深入了解了中国电影在新时期的发展历程 与内在规律,也对数字时代背景下中国电影产业的未来发展方向形成了更为清晰的认识,对国产电影在 艺术创新、技术突破和国际传播等方面的发展前景充满信心与期待。北京印刷学院23级艺术设计研究生 杜姗表示,听专家聊起电影市场的现状、创作面临的挑战及对未来技术与内容融合的探讨 ...
创新服务让“观影流量”变“消费留量” “电影+”多元跨界催生千亿级消费大市场
Yang Shi Wang· 2025-10-23 05:53
央视网消息:2025年开年至今,中国电影市场佳片不断,电影总票房节节攀升,三季度的暑期档表现也相当亮眼。而刚刚过去的国 庆中秋假期,全国多地,一张小小的电影票串联起了多元消费场景,电影创造的价值链条正不断延伸。 在浙江湖州,观众凭电影票根即可享受景区门票减免、餐饮专属折扣、购物满赠等诸多优惠权益,活动覆盖全区91家商圈、餐饮店 铺和7家影院。 2025年以来,中国电影产业不断向多元消费生态转型,"电影+"持续释放新活力,"为一部电影奔赴一座城"成为文旅新趋势。 国庆中秋假期,在山东青岛东方影都影视产业园里,电影《蛟龙行动》实景片场已成为一处热门打卡地和研学目的地。120米长的 核潜艇外壳模型,精细还原的指挥舱、鱼雷舱、核反应堆舱,以及绿幕合成影棚,让游客真切感受电影科技的力量。 走出影视产业园,青岛的滨海风光、里院建筑、啤酒文化也与影视IP深度融合,催生了"影视啤酒街"等特色消费场景,重塑游客在 青岛的旅行体验。 山东青岛太平山观光索道副总经理张涵钰介绍,电影火了之后,来的游客明显比之前多了起来。他们顺势提升了硬件,2025年还修 缮了索道、增加了照明和夜景观光。在国庆期间,单日接客量达到1万人次左右。 将影 ...
虚实无界·智影共生——AI&XR电影技术创新大会在西安举办
Xi An Ri Bao· 2025-10-23 03:52
Core Insights - The AI & XR Film Technology Innovation Conference was held in Xi'an, emphasizing the transformation of the film industry into a high-tech sector supported by cloud computing and artificial intelligence [1][2] - Shaanxi province is focusing on the deep integration of film and technology, establishing the Xi'an XR Film Industry Base and launching the "Yingpu·Chinese Film AI-Assisted Creation Platform" to create a comprehensive industry ecosystem [1][2] Group 1 - The conference highlighted the importance of exploring virtual reality film creation methodologies, technology systems, and market development paths to contribute to the construction of a strong film, culture, and technology nation [2] - Xi'an aims to leverage its technological, cultural, and industrial advantages to build an innovative, open, and ecological XR film industry base, promoting resource integration and technological fusion [2] Group 2 - The "Yingpu·Chinese Film AI-Assisted Creation Platform" was launched, and the National Virtual Reality Film Technology Innovation Center along with the Xi'an XR Industry Innovation Center were inaugurated [2] - Collaborative agreements were signed between Xi'an Film Group and various institutions to promote high-quality development in the XR industry [2]
中意电影合作研讨会在罗马举行
人民网-国际频道 原创稿· 2025-10-23 02:01
意方嘉宾在致辞中高度肯定了中国电影近年来的发展成就,并表达了对进一步深化意中电影合作的 浓厚兴趣。意大利众议院第七文化委员会主席费德里科·莫利科内亦通过主办方发来祝贺。他们认为, 中国电影以独特的文化魅力和叙事视角,正不断吸引欧洲观众的目光。同时,他们还就两国电影互映机 制、发行渠道拓展及拍摄项目合作等议题进行了深入探讨,期待通过更多务实举措推动两国电影产业的 互利共赢,让更多优秀的中国影视作品走进意大利,也让意大利电影文化在中国赢得更广泛共鸣。 人民网罗马10月22日电 (记者谢亚宏)"视听丝绸之路——中意合作与交流"研讨会20日在罗马音 乐公园礼堂举行。中国驻意大利使馆参赞张凌霄、拉齐奥大区议会议长安托内洛·奥里杰马、意大利电 影与视听协会主席萨尔瓦托雷·斯卡里科、意大利电影院业联盟主席马努埃莱·伊拉里和欧中经济文化联 盟主席维托里奥·西奇利亚尼·德·库米斯等出席活动并致辞。 作为第二十届罗马国际电影节的重要单元活动之一,本次研讨会为中意两国电影文化交流搭建了新 的桥梁。张凌霄表示,电影这一跨越国界的视觉艺术,正以其独特的魅力架起一座链接中意两国人民心 灵的"光影丝路"。他指出,去年马塔雷拉总统访华期间, ...
一部电影,已不仅仅是一部电影(艺文观察)
Ren Min Ri Bao· 2025-10-22 22:21
《志愿军:浴血和平》剧照。 《震耳欲聋》海报。 《窗外是蓝星》剧照。 以上图片均为片方提供 近期涌现的优质电影,给我们带来一些启发。 "文者,贯道之器也。"一部电影的价值,首先由其所传递的价值观所决定。《南京照相馆》书写7个普 通人"威武不能屈"的抗战史诗,传递"团结守护不能忘却的历史真相"的主题。导演申奥笃信,电影就是 一个时代的影像见证,创作者必须谨慎对待历史观的表达。《志愿军》三部曲创作了5年,在2023— 2025年国庆节接续上映,许多年轻人追了3年。一名小学生向导演陈凯歌建议:"《志愿军》如果有第四 部,应该叫《志愿军:开创未来》。"尽管面对分众化、差异化的传播格局,尽管面对线上与线下、空 间叙事与时间叙事、无限的信息流与有限的注意力之间的激烈竞争,共同的记忆、情感、梦想与追求, 依然是广大观众在审美上的最大公约数,依然是好故事觅得知音的秘诀所在。因为只有思想上精神上的 吸引力、凝聚力,才是真正内在的、强大的、持久的。 "不日新者必日退"。电影要"破圈",创意要率先"破圈"。《西游记》一次次被改编,人人心中都有一支 取经队伍。《浪浪山小妖怪》为"西游"找到新的打开方式,以"小人物"视角、全新叙事架构 ...