2025年即将进入年末，从全年发展来看，品牌战略、营销与广告行业迎来 "品牌重构与价值回归" 的深度变革，整体呈现结 构性增长与高质量发展态势。品牌战略已从单一流量争夺转向 "平台生态 + 情感价值 + 技术场景" 的三维构建，广告行业数 字占比达78.3%，政策合规引导市场从流量依赖转向品牌价值建设，新品推广与跨界体验营销成为增长亮点。三个领域共同 指向 "精准效率与人文温度共生" 的新范式，行业竞争本质升级为技术迭代、情感共鸣与社会责任的综合较量。为此， RoseChina若思中国将展开年度品牌营销及广告人物梳理，本期我们隆重推荐千年一遇的广告鬼才——金枪大叔。 金枪大叔深耕广告营销二十余年，以其开创的"借势"理论破解增长困境，全网积累超500万垂直领域粉丝，相关AI平台有超 过1700个AI智能体服务全国企业家与创业者。凭借累计服务多家超头部的爆款案例，他已成为国内众多品牌实现市场突围的 首选战略顾问。本次若思中国专访这位行业标杆，正是希望透过其实战洞察，为正处于转型期的营销人解锁2025年"低成本 高爆发"的增长密码。 在营销圈，金枪大叔始终是一个兼具话题性与不可替代性的存在——这位"千年一遇的广告鬼 ...

Group 1 - The core viewpoint highlights a significant rise in the Zhongzheng Media Index (399971) by 4.00%, with notable increases in constituent stocks such as BlueFocus (300058) up by 20.02% and Yidian Tianxia (301171) up by 12.33% [1] - Alibaba's AI assistant Qianwen App has surpassed 10 million downloads within a week of its public testing, becoming the fastest-growing AI application, outpacing ChatGPT and others [1] - Google's new image generation model, Nano Banana Pro, is built on the Gemini 3 Pro architecture, claiming unprecedented control and enhanced world knowledge to transform user concepts into studio-quality designs [1] Group 2 - Huayuan Securities notes that the significant improvement in text-to-image capabilities is expected to accelerate the elevation of IP content, with AI comic production emerging as a new paradigm in content creation [2] - The AI comic production model enhances efficiency and reduces costs compared to traditional 2D comic production, with ongoing integration of technological capabilities and industrial production chains [2] - The growth in AI comic releases is fundamentally driven by increased token consumption, with platforms like Douyin and Kuaishou willing to support traffic for these productions [2] Group 3 - As of October 31, 2025, the top ten weighted stocks in the Zhongzheng Media Index include companies like Focus Media (002027) and Giant Network (002558), collectively accounting for 50.51% of the index [3]

Group 1 - The core viewpoint indicates that the gaming industry showed a strong operational trend in Q3, with significant data supporting this from leading and mid-tier companies [2] - Domestic gaming revenue reached 880.26 billion yuan in Q3, reflecting a quarter-on-quarter growth of 6.96% but a year-on-year decline of 4.08%, suggesting mixed performance [1] - The gaming sector is experiencing a shift in investment focus, with some marginal funds moving towards more aggressive sectors, yet the underlying industry trend remains strong, supporting current stock prices [2] Group 2 - The top ten weighted stocks in the CSI Media Index account for 51.97% of the index, with companies like Focus Media and Giant Network leading the list [3] - The CSI Media Index tracks major companies in marketing, advertising, cultural entertainment, and digital media, reflecting the overall performance of representative listed companies in the media sector [3] - The recent performance of the gaming sector is characterized by a trend where revenue growth outpaces valuation increases, indicating strong fundamental support for the sector [2]

Group 1 - The core index of the CSI 500 Communication Services Index is reported at 6578.12 points, with a monthly increase of 15.55%, a three-month increase of 28.52%, and a year-to-date increase of 33.48% [1] - The CSI 500 Index is categorized into 11 primary industries, 35 secondary industries, and over 90 tertiary industries, providing a comprehensive analysis tool for investors [1] - The top ten weighted stocks in the CSI 500 Communication Services Index include: Yanshan Technology (8.24%), Giant Network (7.26%), Hengtong Optic-Electric (6.85%), Kaiying Network (6.74%), Guangxun Technology (5.64%), Wangsu Science & Technology (5.04%), Haige Communication (4.92%), Light Media (4.91%), Shenzhou Taiyue (4.59%), and BlueFocus Communication Group (4.22%) [1] Group 2 - The industry composition of the CSI 500 Communication Services Index shows that cultural entertainment accounts for 42.70%, communication equipment for 33.92%, digital media for 10.28%, data centers for 8.88%, and marketing and advertising for 4.22% [2] - The index sample is adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December each year [2] - In the event of special occurrences affecting a sample company's industry classification, the CSI 500 Industry Index sample will be adjusted accordingly [2]

Core Points - The Shanghai Composite Index increased by 0.34%, while the China Securities Hong Kong 300 Communication Services Index (H300 Communication) reported a value of 1578.18 points [1] - The H300 Communication Index has seen a rise of 4.79% over the past month, 16.90% over the past three months, and 32.48% year-to-date [1] Group 1: Index Overview - The China Securities Hong Kong 300 Industry Index series classifies securities based on the China Securities Industry Classification Standard, reflecting the overall performance of different sectors in the Hong Kong market [1] - The base date for the index is December 31, 2004, with a base point of 1000.0 [1] Group 2: Top Holdings - The top ten holdings of the H300 Communication Index are Tencent Holdings (15.07%), NetEase-S (13.89%), China Mobile (13.81%), Baidu Group-SW (12.96%), Kuaishou-W (12.72%), Cheung Kong (7.38%), China Telecom (4.5%), China Unicom (3.24%), China Tower (2.93%), and Bilibili-W (2.79%) [1] Group 3: Sector Composition - The sector composition of the H300 Communication Index includes Digital Media (47.10%), Telecom Services (30.30%), Cultural Entertainment (15.78%), Communication Technology Services (2.93%), Data Centers (2.03%), Communication Equipment (0.99%), and Marketing & Advertising (0.86%) [2] Group 4: Sample Adjustment - The index sample is adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Weight factors are adjusted in accordance with the sample changes, and any temporary adjustments will follow the same protocol as the index sample adjustments [2]

Group 1 - The core index of the China Securities 1000 Communication Services Index closed at 5430.93 points, with a one-month increase of 9.14%, a three-month increase of 11.76%, and a year-to-date increase of 17.63% [1] - The index is composed of liquid and representative securities from each industry, providing a diversified investment target for investors [1] - The top ten weighted stocks in the index include: Tom Cat (3.33%), Changxin Bochuang (3.16%), Taicheng Light (3.08%), Yiyuan Communication (2.93%), Yinzhijie (2.92%), Jiecheng Co. (2.79%), Jibite (2.75%), Aofei Data (2.69%), Zhangqu Technology (2.64%), and Yunsai Zhiliang (2.4%) [1] Group 2 - The market share of the index's holdings is 67.08% from the Shenzhen Stock Exchange and 32.92% from the Shanghai Stock Exchange [1] - The industry composition of the index includes: Communication Equipment (33.79%), Cultural Entertainment (31.87%), Marketing and Advertising (15.06%), Data Center (6.97%), Telecom Value-Added Services (4.89%), Communication Technology Services (3.91%), and Digital Media (3.51%) [2] - The index samples are adjusted every six months, with adjustments implemented on the next trading day after the second Friday of June and December [2]

Core Points - The China Securities Index Hong Kong 300 Leisure Index (H300 Leisure) reported a rise of 6.81% over the past month, 15.53% over the past three months, and 19.31% year-to-date [1] - The index is designed to reflect the overall performance of listed companies in various themes such as banking, transportation, resources, infrastructure, logistics, and leisure, selected from the China Securities Index Hong Kong 300 [1] - The index's base date is December 31, 2004, with a base point of 1000.0 [1] Index Holdings - The top ten weighted companies in the H300 Leisure Index are: Kuaishou-W (11.88%), Tencent Holdings (10.11%), NetEase-S (9.55%), Baidu Group-SW (9.36%), Trip.com Group-S (9.35%), Yum China (9.01%), Meituan-W (7.76%), Galaxy Entertainment (5.73%), Bilibili-W (3.46%), and Sands China Ltd. (3.11%) [1] - The index's holdings are entirely composed of companies listed on the Hong Kong Stock Exchange, with a 100% allocation [1] Industry Composition - The industry composition of the H300 Leisure Index includes: Leisure Services (41.56%), Digital Media (39.23%), Cultural Entertainment (11.80%), Alcohol (6.30%), and Marketing & Advertising (1.11%) [2] - The index samples are adjusted semi-annually, with adjustments implemented on the next trading day following the second Friday of June and December each year [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2]

Core Points - The China Securities Hong Kong 300 Leisure Index (H300 Leisure) reported a rise of 4.76% in the past month, 12.93% in the past three months, and 15.70% year-to-date [1] - The index is designed to reflect the overall performance of listed companies in various themes such as banking, transportation, resources, infrastructure, logistics, and leisure, selected from the China Securities Hong Kong 300 Index [1] - The index's base date is December 31, 2004, with a base point of 1000.0 [1] Index Holdings - The top ten weighted stocks in the H300 Leisure Index are: Kuaishou-W (11.55%), Tencent Holdings (9.97%), Baidu Group-SW (9.6%), Trip.com Group-S (9.56%), NetEase-S (9.49%), Yum China (9.21%), Meituan-W (7.95%), Galaxy Entertainment (5.58%), Bilibili-W (3.42%), and Sands China Ltd. (3.07%) [1] - The index's holdings are entirely composed of stocks listed on the Hong Kong Stock Exchange, with a 100% allocation [1] Sector Composition - The sector composition of the H300 Leisure Index includes: Leisure Services (42.01%), Digital Media (38.96%), Cultural Entertainment (11.40%), Alcohol (6.49%), and Marketing & Advertising (1.14%) [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December each year [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2]

Core Points - The Shanghai Composite Index decreased by 0.37%, while the China Securities Hong Kong 300 Communication Services Index (H300 Communication) reported at 1556.46 points [1] - The H300 Communication Index has seen a 5.23% increase over the past month, a 17.08% increase over the past three months, and a year-to-date increase of 30.66% [1] Index Composition - The top ten holdings of the H300 Communication Index are Tencent Holdings (14.99%), NetEase-S (14.07%), China Mobile (13.87%), Baidu Group-SW (12.98%), Kuaishou-W (12.55%), CK Hutchison (7.47%), China Telecom (4.55%), China Unicom (3.24%), Bilibili-W (2.84%), and China Tower (2.78%) [1] - The H300 Communication Index is composed entirely of stocks listed on the Hong Kong Stock Exchange [2] Sector Breakdown - The sector composition of the H300 Communication Index includes Digital Media (47.00%), Telecom Services (30.56%), Cultural Entertainment (15.63%), Communication Technology Services (2.78%), Data Centers (2.05%), Communication Equipment (1.02%), and Marketing & Advertising (0.96%) [2] Index Adjustment Mechanism - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December each year [2] - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made in response to changes in the underlying index samples [2]

Group 1 - The core viewpoint of the articles highlights a significant recovery in the Chinese film industry, with the total box office for the 2025 Dragon Boat Festival reaching 438 million yuan, a notable increase from 383 million yuan in the previous year [1] - The Chinese media index (399971) saw a strong increase of 1.86%, with key stocks such as Changyu Technology rising by 13.74% and Giant Network by 9.97% [1] - The 2025 Dragon Boat Festival coincided with Children's Day, leading to a box office exceeding 200 million yuan for the first time in 84 days, marking the third occurrence of such a milestone in Chinese film history [1] Group 2 - The Media ETF closely tracks the Chinese media index, which includes 50 large-cap listed companies from sectors such as marketing, advertising, cultural entertainment, and digital media [2] - As of May 30, 2025, the top ten weighted stocks in the Chinese media index accounted for 48.11% of the total index, with companies like Focus Media and Giant Network among the leaders [2] - The index aims to reflect the overall performance of representative listed companies in the media sector [2]