Core Viewpoint - The implementation plan aims to enhance the adaptability of supply and demand for consumer goods, contributing to consumption expansion, improving people's livelihoods, and stabilizing economic growth [1] Group 1: Promotion of AI in Consumer Goods - The plan emphasizes accelerating the application of artificial intelligence (AI) technology in the consumer goods sector, positioning AI as a catalyst for consumption [2] - The Ministry of Industry and Information Technology (MIIT) will drive product innovation and scenario expansion to integrate AI and consumer goods, creating a digital ecosystem that connects user demand, intelligent design, flexible production, and precise services [2] - As of mid-2023, the user base for generative AI products in China reached 515 million, indicating strong market demand for AI consumer products [3] Group 2: Automotive Consumption Reform - The plan includes promoting reforms in automotive circulation, expanding the second-hand car market, and enhancing the automotive aftermarket, focusing on green and intelligent directions [4] - The Ministry of Culture and Tourism will develop cultural and tourism products that resonate with consumers, including promoting cultural creative products and non-material cultural heritage [4][5] Group 3: Quality and Safety Governance - The plan calls for establishing a comprehensive governance framework for consumer goods quality and safety, enhancing regulatory measures for online sales [6] - The State Administration for Market Regulation will implement actions to combat counterfeit and substandard products, ensuring consumer safety and confidence [7] - A new standard system for consumer goods will be developed, focusing on high-quality product supply and addressing safety concerns for specific categories like children's toys and gas appliances [7]

南方财经记者 孙静芳 广州报道 技术落地方面，公司重点打造"灵魂画手"数字体验平台。用户仅需上传照片或手绘图，系统即可自动生 成融合广绣、潮州钩针、汉服等风格的文创设计，并在两分钟内完成3D建模，直接连通制造终端，实 现冰箱贴、钥匙扣等产品的现场定制。该模式已在广州市文化馆运营，累计接待超7万人次，文创转化 率高达50%，印证了"情绪价值驱动新消费"的可行性。 在商业合作中，搞搞镇为九毛九打造"AI设计智能体"，根据各地营销方案自动生成菜品渲染图、宣传插 画与文创周边；为网易《蛋仔派对》日均输出50套设计方案，支撑其魔法系列与冬日系列周边开发。崔 健南强调，AIGC不是替代设计师，而是通过"数据工程+算法工程+应用工程" 三大能力，实现创意生产 的标准化与规模化。 作为国家高新技术企业，搞搞镇持续推动文化数据知识产权标准化，并与南方文交所合作参与高质量数 据征集。崔健南透露，公司正研发无人值守一体化文创设备，未来将推进"一人一IP"模式在全国文化场 馆与旅游地标的复制。 11月27日，在2025粤港澳大湾区文化产业投资大会（广东·广州）文化科技应用场景发布会上，搞搞镇 文化科技有限公司总裁崔健南展示了一套以A ...

社会服务 | 证券研究报告 — 行业点评 2025 年 11 月 27 日 强于大市 关于六部委"进一步促进消 费实施方案"的点评 " 3 个万亿级 +10 个千亿级"，促消费获信心 2025 年 11 月 25 日，工业和信息化部等六部委印发《关于增强消费品供需适 配性进一步促进消费的实施方案》（以下简称《方案》）。《方案》明确到 2027 年，消费品供给结构明显优化，形成 3 个万亿级消费领域和 10 个千亿 级消费热点；到 2030 年，供给与消费良性互动、相互促进的高质量发展格局 基本形成，消费对经济增长的贡献率稳步提升。鉴于《方案》对新技术、新 模式创新应用，扩大特色和新型产品供给，精准匹配不同人群需求，培育消 费新场景新业态，营造良好发展环境等方面的前瞻性部署，我们维持行业 强 于大市 评级。 支撑评级的要点 投资建议 在学习《方案》后，我们认为"文商体旅健"与日常生活息息相关，提 振消费的措施与方向离不开不同群体的差异化需求得到高精准匹配度供 给的回应。在社服角度，我们建议关注科锐国际、北京人力等就业相关 标的；关注同程旅行、岭南控股、众信旅游、长白山、黄山旅游、中青 旅等文旅消费标的；建议关注 ...

"一个国家、一个民族的强盛，总是以文化兴盛为支撑的，中华民族伟大复兴需要以中华文化发展 繁荣为条件。"山东始终牢记习近平总书记嘱托，深耕文化沃土，推动文化"两创"发展，将生动的山东 实践汇入中华民族现代文明建设的恢宏历史长卷。 11月26日，全省文化"两创"工作座谈会上，业界专家学者、文化部门单位负责同志汇聚智慧，共谋 文化"两创"未来，让中华优秀传统文化在齐鲁大地焕发新的时代风采。 山东实践为文化"两创"提供生动样本 "文化'两创'的核心要义，在于实现传统文化'解码—转译—发展—活化'的闭环。近年来，山东的实 践为这一方法论提供了生动样本。"人民网党委委员、监事会主席、人民网研究院院长唐维红认为，山 东立足深厚传统文化资源，扛牢职责使命，聚焦打造文化"两创"新标杆，在推进"山东文脉"工程、建设 文化体验廊道、发展"山东手造"和"山东智造"、做强尼山世界文明论坛品牌、策划"好客山东·见识齐 鲁"研学旅游品牌、发布"文润海岱 游读齐鲁"十大文物主题游径等方面持续发力，让文化活力在齐鲁大 地充分涌流。 今年夏天，《我们的河山》《生万物》等"山东籍"作品闪耀央视荧屏。山东为何能持续输出"叫好 又叫座"的精品力作？省 ...

实施产业支撑战略，构建儿童产业生态链。以建设儿童友好城市为契机，依托文化创意、文旅消费、艺 术培训、产教融合等产业做大儿童市场。挖掘用好红色资源禀赋，串联博物馆、研学基地等文旅地标， 植入儿童友好元素，打造儿童友好精品文旅线路。推动传统商圈、特色街区融入亲子消费新场景，进一 步激发消费潜力。 提案人：民革中央 案由：深化公共服务改革、推进儿童友好城市建设，对于集聚人口、吸引人才、提升城市综合竞争力具 有重大意义。近年来，各地积极建设儿童友好城市，但仍存在适童服务供给有短板、配套设施品质待提 升、宣传推广需加强等问题。 建议：破解儿童友好城市建设中存在的政策重叠、责任盲区等问题，形成多方联动、高效协同的工作格 局。分领域、分类别细化儿童友好空间与设施建设标准，推动城市基础设施建设适应儿童身心发展、满 足儿童服务和活动需求。聚焦群众所需，动态升级儿童友好城市建设体系。 加快推广一批先进经验，突出示范引领效应。推广第一批次全国儿童友好城市先进经验，在城市公园、 体育馆、社区活动中心添设儿童篮球架、亲子游戏角落等，将"一米高度"与空间建设、服务配套深度嵌 合，把儿童元素向社区、商超、街巷有效延展。引导各地坚持"普惠、 ...

Core Insights - The "HICOOL Innovation Project Beijing Tour and Xicheng District Growth Acceleration Camp" was held in Beijing, serving as a high-level platform for global innovation and entrepreneurship projects to align with the development needs of Xicheng District [2][4] - The event aims to integrate Xicheng's quality innovation environment, financial resources, and precise industrial policies with the research resources and entrepreneurial talent accumulated from the HICOOL competition [4][5] Group 1: Event Overview - The event took place from November 24 to 25, focusing on the integration of innovation and industrial development [2] - It featured over 40 outstanding entrepreneurial projects from cutting-edge fields such as fintech, artificial intelligence, and digital economy [5][6] Group 2: Policy and Support - Xicheng District has established a comprehensive talent policy system and invested 100 million yuan annually in the "Xirong Plan" to attract talent [6][7] - A series of policies have been released to support high-quality development in technology innovation, data industry, and cultural industry, including the "12+10" integrated policy for education, technology, and talent [7][11] Group 3: Investment and Ecosystem - The Xicheng guiding fund, with a total scale exceeding 20 billion yuan, has created a full-stage investment system targeting emerging fields [7] - The event facilitated a precise matching platform for investors and projects, enhancing investment efficiency and fostering a competitive innovation ecosystem [13][14] Group 4: Future Directions - Xicheng aims to continue promoting a multi-dimensional integration of policy, capital, scenarios, and services to create a more attractive and competitive innovation ecosystem [14] - The district plans to strengthen talent-driven initiatives and build an international first-class environment for innovation and entrepreneurship [14]

南方财经见习记者郭莎 广州报道 11月26日上午，2025粤港澳大湾区文化产业投资大会（广东·广州）(简称"大湾区文投会")在广州黄埔国 际会议中心开幕，大会紧扣"为项目找资金、为资金找项目"主题，再度激活文化产业与资本对接的"强 磁场"。 今年，香港文化创意产业发展基金会首次作为大湾区文投会主办单位。全国政协委员、全国妇联执委、 香港文化创意产业发展基金会会长吴静怡在主题大会发表致辞。 吴静怡表示，香港作为中外文化艺术交流中心，肩负着联通中外的重要使命。香港将充分发挥在国际视 野、市场环境、知识产权保护体系等方面的优势，与湾区兄弟城市携手同行，奋力打造具有全球影响力 的文化产业生态。 吴静怡提到，香港将发挥国际金融中心的独特优势，借助香港完善的资本市场、多元融资渠道和金融监 管体系，为大湾区文化产业发展注入更强劲的动力。"本次参会的香港天使投资基金会和香港文旅集团 等知名投资机构，拥有专业的投资眼光和丰富的资本市场经验，将持续推动优质文化项目与大湾区庞大 消费市场、丰富应用场景的深度对接，实现香港资本加关键市场的完美结合。" 值得一提的是，本届文投会特别设置了港澳项目路演专场。其中，香港项目14个、澳门项目 ...

"上有天堂，下有杭"。自秦时(公元前222年)设县治以来,杭州已有2200多年历史，曾被马可·波罗誉为"世 界最美丽华贵之天城"。 1996年萧山划入杭州以来，在经历四次行政区划调整后，杭州城市文化从"西湖时代"的单核文化迈 向"大杭州时代"的多维文化，将西湖文化、吴越文化、运河文化、良渚文化等串联，为打造"全国文化 创意产业中心"奠定文化基础。 截至2024年底，杭州市拥有规上文化企业1828家，实现营业收入10,830亿元。其中，规上数字文化企业 实现营收8855亿元，占文化产业总营收超八成。 2025年8月-10月，"浪尖：万亿之城2030"课题组先后六次前往杭州调研文化产业，采访政商学界代表， 梳理杭州文化产业发展脉络，尝试总结归纳产业发展的内在逻辑，厘清政府、大学、企业三者关系，并 为杭州文化产业下一步发展提供建议。 "浪尖：万亿之城2030"课题组杭州调研政商学界代表名单 | 企业 | 传播大脑科技(浙江)股份有限公司 | | --- | --- | | | 浙报数字文化集团股份有限公司 | | | 华数传媒网络有限公司 | | | 杭州市商旅运河集团辰祥工业遗址综合保护开发有限公司 | | | ...

Core Insights - The sixth Yangtze River Delta International Cultural Industry Expo opened on October 20, showcasing Jiangsu's cultural industry achievements under the theme "Optimizing Cultural Products and Services Supply to Empower Economic and Social Development" [1] Group 1: Jiangsu Exhibition Highlights - The "Su Chao" themed exhibition area attracted significant attention, featuring a semi-circular display of "Su Chao" team uniforms and cultural creations [2] - The exhibition presented "Su Chao" influence through three aspects: promoting cultural tourism consumption, showcasing "Su Chao" IP, and interactive experiences [2] - "Su Chao" combined with cultural tourism utilized digital content and interactive installations to demonstrate its innovative practices in integrating culture and tourism [2] Group 2: Technological Innovations - The "Digital Engine" section displayed new products and content from 28 companies in digital audio-visual, digital media, digital publishing, and smart equipment [3] - Notable products included the world's first HDR10 supporting AR glasses and a professional bone conduction headset [3] - Jiangsu's technology companies showcased advancements in sports event intelligence and interactivity, such as a guide robot and a football defense robot [3] Group 3: Cultural Trends - The "National Trend New Wind" section highlighted the integration of traditional crafts with modern aesthetics, featuring new products from 23 companies [4] - Cultural IPs like "Kapi Bawa Little Yellow Dolphin" and "Nono Dog" were showcased, reflecting the popularity of these brands among younger demographics [4] - The exhibition aligned with Jiangsu's three-year action plan for high-quality development in the digital cultural industry, featuring 73 participating companies, with over 72% being first-time exhibitors [4]

Core Insights - The fifth Future Audiovisual Innovation Competition focuses on immersive interactive audiovisual technology, aiming to integrate virtual and real experiences in audiovisual settings [1] - The competition attracted 181 project submissions from 20 provinces, with 25 projects advancing to the semifinals, covering applications in cultural tourism, education, and offline entertainment [1] Group 1 - The competition is co-hosted by the Beijing Municipal Bureau of Radio and Television and the Beijing Journalists Association, emphasizing the theme "Audiovisual Without Boundaries, Value Co-integration" [1] - The immersive interactive audiovisual track is aligned with Beijing's positioning as a "National Cultural Center" and "International Science and Technology Innovation Center," focusing on cutting-edge technologies like VR, AR, and MR [1] - A panel of experts from various institutions, including the National Radio and Television Administration and China Academy of Information and Communications Technology, evaluates projects based on multiple criteria such as content presentation, technical application, innovation, commercial value, and social impact [1] Group 2 - The competition will continue to enhance its platform's collaborative role, promoting a synergy among government, industry, academia, research, and finance [2] - It aims to provide one-stop services for outstanding projects, including policy guidance, capital empowerment, and resource connection, focusing on key areas like technology research and market application [2]