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]

Core Theme - The 14th Shenzhen Animation Festival, themed "Gathering Deep Animation, Gathering What You Love," is taking place from July 25 to July 27, 2025, at the Futian Convention Center, featuring over 30,000 square meters of exhibition space with various interactive experience zones [1] Event Highlights - The festival includes major events such as "Cosplay·Shenzhen," "Dimension Super Star Dance Competition," "AniDream Live," "SZCAF Independent Gamer," "Comic Utopia 02," and an anime-themed parade, aiming to provide an immersive experience for attendees [1] - A significant focus is on the star-studded guest lineup, with over 80 popular figures including renowned authors and voice actors, enhancing interaction between exhibitors and attendees [2] Independent Game Section - This year marks the introduction of an "Independent Game" exhibition area, showcasing over 65 games from domestic and international independent developers, allowing players to experience diverse games and engage directly with developers [3] - The initiative aligns with Guangdong's recent policy to promote high-quality development in the cultural industry, specifically targeting independent game creators to provide them with a platform for visibility and interaction with players [3] Historical Context - Established in 2009, the Shenzhen Animation Festival has evolved into the largest and most influential summer cultural event in Shenzhen, leveraging media advantages to integrate resources from domestic and overseas animation and related industries [3] - The festival aims to upgrade its content and expand its industry chain, focusing on building a resource library that includes creators and designers to facilitate future commercialization [3]

Group 1 - The core focus of Fund of Funds (FOF) is on asset allocation and fund investment, with a notable preference for gold and bond ETFs as primary investment targets [1][2] - As of the end of Q2 2025, the Huazhang Gold ETF was the most heavily held fund by FOFs, with 78 FOFs holding a total market value of 987 million yuan [1] - Despite the popularity of the Huazhang Gold ETF, there was a decrease in FOF holdings compared to Q1, where it had 86 FOFs with a market value of 1.414 billion yuan [2] Group 2 - Bond ETFs remain a significant focus for FOFs, with the Hai Futong Zhongzheng Short-term Bond ETF being the highest held, with a market value exceeding 1.643 billion yuan held by 57 FOFs [2] - FOF managers are increasingly adopting a proactive investment strategy, favoring growth-oriented themes such as Hong Kong tech, innovative pharmaceuticals, and semiconductor ETFs [1][3] Group 3 - The Industrial Bank's Rui Zhi Jin Qu FOF achieved a return rate of 21.64% year-to-date, ranking among the top FOFs, with significant holdings in growth-oriented ETFs [3] - The Bo Hai Hui Jin Preferred Progress FOF also focused on growth themes, heavily investing in Hong Kong innovative pharmaceuticals and technology ETFs, while also diversifying into overseas assets [3] Group 4 - The investment strategy of the Bo Hai Hui Jin Preferred Progress FOF includes a framework of "three main lines + one buffer," focusing on technology in the US, leading internet and financial assets in Hong Kong, and new productivity sectors in A-shares, with gold as a core buffer asset [4] - The FOF managers emphasize regular rebalancing of asset exposure and maintaining cash reserves to capture opportunities during market volatility [4]

（原标题：倒计时！这场二次元狂欢派对即将开启） 盛夏鹏城，动漫潮涌！一年一度的大型动漫游戏盛会——第十四届深圳动漫节将于7月25-27日在福田会 展中心1号馆盛大开幕，由深圳广播电影电视集团指导，深圳市设计之都运营发展有限公司主办，深圳 动漫节组委会、深圳国家动漫画产业基地承办。 这场属于所有动漫爱好者的年度盛会，将再次以创新与活力点燃深圳的夏日激情。 作为华南地区暑期最具影响力、人气最旺、最代表性的动漫文化盛事，深圳动漫节自2009年办展以来， 始终致力于打造集展示、交流、体验、娱乐于一体的综合性平台。2025第十四届深圳动漫节将以更加丰 富多元的内容和精彩纷呈的活动，为广大市民、动漫爱好者及行业伙伴呈现一场高水准、有特色、重互 动的文化盛宴。 经典热曲！ 我们荣幸邀请到深受读者喜爱的现象级作家水千丞；动画电影《哪吒》中敖丙的配音演员瀚墨；大热广 播剧主角杜冥鸦&小N，以及演员邹佳佳；知名歌手天草_王晓佳、陈珂；Lolita博主鲑鱼子、大热主播 兔娘、顶级COSER天团长泽、夕楼、月半子、绿子、推推啊等80余位重量级嘉宾，覆盖动漫、游戏、 文学、配音、演员、歌手、Coser等多元领域，总有一位是你的"菜"！ ...

Core Viewpoint - The 14th Shenzhen Animation Festival will take place from July 25-27, 2025, at the Futian Convention Center, aiming to create a vibrant cultural event for anime enthusiasts and industry partners [2]. Group 1: Event Overview - The Shenzhen Animation Festival is recognized as the most influential and popular anime cultural event in South China, having been established in 2009 [2]. - The festival will feature a diverse range of activities and content, focusing on high standards, unique characteristics, and interactive experiences [2]. Group 2: Guest Lineup - The festival boasts a strong lineup of over 80 notable guests from various fields, including popular authors, voice actors, and musicians, ensuring a wide appeal to attendees [4]. Group 3: Cosplay Competition - The "Cosplay Honor Ceremony" is the largest and highest-paying event of its kind in South China, attracting over 500 top competitors who showcase their dedication and passion for performance art [50]. Group 4: AniDream Live Concert - The AniDream Live concert will feature live performances of classic anime theme songs and popular game soundtracks, appealing to audiences of all ages and backgrounds [57]. Group 5: Independent Game Zone - The festival will introduce an "Independent Game Zone" showcasing over 65 creative works from independent developers, providing a platform for interaction and feedback between developers and players [63]. Group 6: Audience Engagement - The festival is designed to cater to a wide range of audiences, including seasoned fans, families, and casual visitors, with various activities such as workshops, signings, and interactive parties [67].