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四大证券报精华摘要:9月26日
Zhong Guo Jin Rong Xin Xi Wang· 2025-09-26 00:20
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 转自:新华财经 新增核准13家外资控股证券基金期货机构来华展业兴业,外资持有A股市值3.4万亿元,269家企业境外 上市……"十四五"期间,监管部门坚持"引进来"和"走出去"并重,以制度型开放为核心的深层次变革持 续推进,推动全球资本与中国市场实现双向奔赴。在"努力让更多全球资本投资中国、共享成长"的目标 引领下,市场人士预期,围绕提升跨境投融资便利化、强化互联互通水平、健全金融风险防控体系等领 域,扩大资本市场制度型开放的举措有望密集出台。 "如果2016年汽车业务不独立运作,那么我们'双王'战略就不可能成功。"汇川技术董事长朱兴明面对记 者,一语道出子公司联合动力实现分拆上市的关键。9月15日,联合动力启动招股,发行价12.48元/ 股,募集资金36亿元。9月25日,联合动力正式在创业板上市,上市首日公司股价上涨147.6%,报收 30.9元/股,总市值超740亿元。在新能源汽车发展历史潮流下,联合动力不到十年就迅速成长为国内独 立第三方汽车动力总成供应商巨头。下一步,联合动力将在汽车智能化时代从跨界者向颠覆者转变,致 力成为智能电 ...
AI短剧渐成风潮 上市公司大举抢滩
Zheng Quan Shi Bao· 2025-09-25 18:20
证券时报记者 吴志 去年,博纳影业做了一次大胆的尝试——用AI制作了一部短剧集《三星堆:未来启示录》,这也是国内首部拿到 网络剧片发行许可证的AIGC(生成式人工智能)科幻短剧集。 在这部AI原生作品的创作过程中,AI贯穿全部流程。"我们会去跟AI对话,随着我们与AI聊的东西越来越多,上传 的素材越来越多,AI会逐步熟悉整个故事的世界观,并生成故事人物和事件、情节,创作团队只需要在AI提供的 方向上做好选择。"曲吉小江向记者表示。 如果按照过去的"传统流程"生产一部影视作品,通常需要经过策划、剧本创作、选角、置景、拍摄、后期制作等 多个环节。即便是制作短小精悍的短剧,也同样如此。用上AI后,这套流程被颠覆了。 AI技术已经成为影视创作者的策划利器。没有完整的剧本,AI可以提供故事大纲,由AI来完善或延展,创作者需 要做的可能是跟AI聊天,给AI"投喂"素材。 "表情虽然没有真人自然,不过纯AI做的内容能到这种程度,还是让人很惊艳了。"有看完这部短剧的观众说。 AI技术的飞速发展,正在迅速革新影视产业。在短剧领域,纯AI制作的短剧在各大平台上已颇为常见。相较真人 拍摄短剧,AI短剧制作成本低、效率更高。证券时报 ...
中国再创业俱乐部荣获全球中小企业可持续发展奖
Jiang Nan Shi Bao· 2025-09-25 13:53
9月23日,以"聚焦领袖智慧、共启商业未来"为主题,2025全球商界领袖峰会在上海举行。德国前总 统、全球中小企业联盟名誉主席克里斯蒂安·武尔夫出席大会并致辞。会上,中国再创业俱乐部(香 港)股份有限公司(以下简称"中国再创业俱乐部")荣获全球中小企业可持续发展奖。 骆青敏表示,之以所拍摄《相约汶川》这部作品,是他多年来一直坚持不懈努力的愿景,在2008年汶川 大地震时,作为国家一级摄影师曾深入汶川地震中心映秀镇,记录救援现场,参与抢险,十多年来用相 机记录了汶川从悲壮走向豪迈的历程。通过《相约汶山》这部电视剧,向世人呈现灾区人民自强不息的 精神风貌和新时代的发展成就。 本次大会旨在凝聚全球共识,加强国际产业合作,打造可持续的全球产业链,围绕全球化进程面临新的 挑战与机遇,科技创新、绿色发展和跨区域合作成为推动经济增长的核心动力,汇聚了顶尖企业家、行 业领袖与思想先锋,共商未来商业趋势与发展大计。 弘扬企业家精神、增强家国情怀、担当社会责任,培育有强大正能量的企业文化,是新时代赋予我们的 历史重任,也是企业家社会责任的内涵。由于骆青敏多年来的经历,深感文化自信对一个人、一个民 族、一个国家的特殊意义。实现共同 ...
十四五期间文化产出亮眼
Zhong Guo Xin Wen Wang· 2025-09-25 08:02
Group 1 - The core viewpoint of the article highlights the impressive cultural output during the "14th Five-Year Plan" period, with significant production numbers in various media formats [1] Group 2 - Over 1,500 television dramas (including web series) have been produced and distributed [1] - More than 3,500 animated films have been created [1] - Documentaries have reached a total of over 350,000 hours [1] - Approximately 150,000 micro-short dramas have been produced [1]
华策影视股价涨5.01%,太平基金旗下1只基金重仓,持有90万股浮盈赚取42.3万元
Xin Lang Cai Jing· 2025-09-25 07:09
Group 1 - The core viewpoint of the news is that Huace Film & TV has seen a significant increase in stock price, with a rise of 5.01% to 9.86 CNY per share, and a trading volume of 1.407 billion CNY, indicating strong market interest [1] - Huace Film & TV, established on October 25, 2005, and listed on October 26, 2010, is primarily engaged in cultural and film content provision, operation, and strategic industry layout [1] - The company's main business revenue composition includes: 45.59% from TV drama production and distribution, 20.70% from TV drama copyright distribution, 10.02% from agency business, 7.15% from computing power business, 5.54% from film sales, 4.50% from other sources, 4.12% from music, 2.54% from cinema box office, and 0.06% from advertising [1] Group 2 - From the perspective of fund holdings, Taiping Fund has a significant position in Huace Film & TV, with the Taiping Reform Dividend Selection Fund (005270) holding 900,000 shares, accounting for 5.01% of the fund's net value, making it the ninth largest holding [2] - The Taiping Reform Dividend Selection Fund (005270) was established on December 1, 2017, with a current scale of 135 million CNY, and has achieved a year-to-date return of 35.69% [2] - The fund has a one-year return of 66.69%, ranking 1736 out of 8003 in its category, and an overall return of 81.49% since inception [2]
人工智能浪潮下,文化创作如何“启智”又“润心”?
Xin Hua She· 2025-09-25 02:09
她呼吁全球同行携手,以技术突破文化壁垒,以IP链接全球情感,让既饱含"家国情怀"厚度、又具 备"科技赋能"锐度的中国视听故事,在世界舞台绽放耀眼光芒。 剧作家何冀平以《天下第一楼》《德龄与慈禧》等经典作品的创作经历,拆解文化原创的核心密码。她 坦言,AI可作为创作助手,但"只是提醒不能替代"。"创作要脚踏实地,一步一步地走,不能图快。"何 冀平说,原创力深植于作者的生命体验与内心动力,其秘诀在于真实与真诚。 "人工智能不仅挑战我们的体力和脑力,更重要的是挑战我们的心力。"北京国际城市发展研究院创始院 长连玉明认为,人工智能与艺术创新的深度融合正在重塑艺术领域的边界,其发展趋势呈现出技术突 破、创作范式革新与伦理挑战并行的复杂图景。"人类正在学会与机器共同编织新的美学语言,重构AI 艺术叙事新体系。" 技术为桥,文化为魂,方能联通世界。谈及技术如何助力国际文化传播,华策影视集团创始人、董事长 赵依芳表示,好内容永远是文化出海的"根"与"魂"。只有扎根中华文化沃土,才能孕育出打动世界的精 品。 9月23日,"破界共生:科技激发文化原创力"平行论坛现场。新华社记者 肖潇 摄 新华社北京9月25日电(记者杨淑君、余佩 ...
华策影视9月24日获融资买入1.64亿元,融资余额8.47亿元
Xin Lang Cai Jing· 2025-09-25 01:33
Core Viewpoint - Huace Film & TV has shown significant financial performance with a notable increase in revenue and net profit, indicating strong growth potential in the cultural and entertainment industry [2]. Group 1: Financial Performance - For the first half of 2025, Huace Film & TV achieved operating revenue of 790 million yuan, representing a year-on-year growth of 114.94% [2]. - The net profit attributable to the parent company for the same period was 118 million yuan, reflecting a year-on-year increase of 65.05% [2]. - Cumulative cash dividends since the A-share listing amount to 682 million yuan, with 180 million yuan distributed over the past three years [3]. Group 2: Shareholder and Market Activity - As of August 29, the number of Huace Film & TV shareholders was 73,800, a decrease of 0.28% from the previous period [2]. - The average number of circulating shares per shareholder increased by 0.28% to 22,006 shares [2]. - On September 24, Huace Film & TV's stock price rose by 0.86%, with a trading volume of 1.061 billion yuan [1]. Group 3: Financing and Margin Trading - On September 24, Huace Film & TV had a financing buy-in amount of 164 million yuan, with a net financing outflow of 13.47 million yuan [1]. - The total margin trading balance stood at 852 million yuan, with the financing balance accounting for 4.76% of the circulating market value, indicating a high level of financing activity [1]. - The company had a margin balance exceeding the 90th percentile of the past year, suggesting elevated borrowing levels [1].
探寻影视发展新路径,在创新中破圈前行
Zhong Guo Qing Nian Bao· 2025-09-25 00:53
Core Viewpoint - The discussion at the 2025 Beijing Cultural Forum emphasizes the importance of creators' self-awareness and innovation in the face of the flow-driven era, highlighting the need for a balance between "breaking boundaries" and "deep cultivation" in the development of the Chinese film and television industry [1][2]. Group 1: Innovation and Creativity - The key to "breaking boundaries" and engaging audiences lies in pursuing innovation and avoiding formulaic approaches in film and television works [2]. - The core vitality of artistic creation is rooted in the pursuit of novelty and uniqueness, with a focus on "aesthetic purification" to preserve initial creative impulses and amplify differences [2]. - Successful long-form dramas should possess a grand worldview, rigorous logic, and strong character appeal, while also conveying cultural values that resonate with audiences [6]. Group 2: Audience Engagement and Cultural Value - The series "Shan Hua Lan Man Shi" showcases the character of Zhang Guimei, emphasizing her idealism and humor while depicting the challenges of her entrepreneurial journey, thus presenting a broader picture of contemporary life in small Chinese cities [4]. - The rural-themed series "Sheng Wan Wu" connects individual life with the land, appealing particularly to younger audiences, with 54% of viewers aged 25-35, indicating a strong cultural impact [6][7]. - The series "Gui Dui" focuses on ordinary individuals during wartime, emphasizing sincerity in storytelling and the importance of genuine emotional connections with the audience [9]. Group 3: Emotional Resonance and Storytelling - The production of "Yi Fa Zhi Ming" adheres to principles of distinct character development, complex relationships, and emotional construction, aiming to create a strong emotional resonance with viewers [10]. - The adaptation of "Mei Gui De Gu Shi" transforms the original narrative into a story of female growth, highlighting the importance of maintaining the original work's core essence for innovation [10].
“全球第一经济大省”来了!GDP超4万亿美元,超过全球190个国家
Sou Hu Cai Jing· 2025-09-24 09:16
2024年,全球经济就像一场"慢走竞赛",美国靠着庞大基数勉强领跑,中国稳扎稳打保持增长,日本、德国却在原地踏步,甚至差点"绊倒"。 可谁也没料到,这场竞赛里杀出个"黑马",那就是美国加利福尼亚州,一个省的GDP居然冲到4.1万亿美元,硬生生把日本的4.02万亿美元甩在身后。 2025年4月23日,加州州长加文・纽森在州议会演讲时,更是直接把"加州已是全球第四大经济体"这句话挂在嘴边,底气十足。 一个州能顶190多个主权国家,它到底靠的是什么?日德这些老牌强国为啥偏偏被一个州超越?咱们中国的广东,作为"经济一哥",又该从这场较量里看到 什么呢? 加利福尼亚州 洛杉矶城景 2024年全球GDP榜单公布时,不少经济学家都愣了,日本的名字,居然排在了美国加州后面。 这一年,加州GDP达到4.1万亿美元,比日本全年的4.02万亿美元多出800亿,直接把这个曾经的"世界第二"挤到了第五位。 要知道,日本可不是小国家,1.25亿人口,是加州4000万人口的3倍多,工业底蕴深厚,丰田、索尼这些巨头全球知名。 可就是这样一个经济体,却被一个美国州"踩"在了脚下。 2024年加利福尼亚GDP与日本对比 | F 2024 NOM ...
4部中国AI短片亮相釜山电影节
Bei Jing Ri Bao Ke Hu Duan· 2025-09-24 05:57
转自:北京日报客户端 "未来影像"AI电影国际峰会的另一亮点,是关于AI技术在影视行业应用的分享。博纳影业集团影视制作 副总经理曲吉小江介绍说,近年来,博纳在AI技术赋能影视创作与资产运营方面进行了诸多探索。她 介绍,2023年底到2024年初,博纳正式成立了AIGC制作中心,并联合抖音、即梦AI推出了《三星堆: 未来启示录》AI科幻短剧集,该系列第二季将打造为首部AI原生动画电影,深度应用火山引擎提供的 Seendance、Seedream模型能力。此外,博纳影业还基于火山引擎多模态模型底座打造了"博卡短剧"平 台,支持用户制作品质精良的短剧内容。 火山方舟模型策略产品高级总监向凯表示,火山引擎将在保持技术领先和加速产业融合两方面持续发 力,帮助电影从业者和有想法的普通人做出精彩的影视作品。Seedance1.0 pro模型专为影像叙事优化, 支持从分镜设计到动态运镜的全流程AI生成,能精准匹配电影级视觉美学。图像创作模型Seedream4.0 首次支持4K多模态生图,灵活支持文本、图像的组合输入,实现多图融合创作、参考生图、组合生 图、图像编辑等核心能力。 峰会现场,即梦AI展示了即将于9月底上线的数字人 ...