南都讯 记者王睦广 当AI与时尚碰撞出创新火花，当赛事平台成为产业集聚的强磁场，深圳福田正以澎 湃的时尚活力，吸引全球时尚与科技头部力量的奔赴。据悉，首届全球（深圳）"AI+时尚"创新应用大 赛启动以来，福田以赛事为桥梁，精准链接全球时尚与科技资源，促进国际资源对接、区域产业升级， 推动福田成为头部时尚企业布局大湾区的首选之地，时尚品牌力持续攀升，为福田打造国际时尚之都、 湾区时尚高地注入强劲动能。 头部品牌抢滩福田 湾区时尚总部中心集聚效应凸显 作为福田打造时尚产业生态的重要抓手，本次"AI+时尚"创新应用大赛启动以来，成为全球时尚资源向 福田汇聚的重要纽带，招商引资成果丰硕，吸引头部品牌落户"湾区时尚总部中心"。 据悉，知名品牌Le Fame以海派摩登美学为核心，入驻湾区时尚总部中心打造大湾区品牌设计研发总 部，彰显其对福田时尚产业发展的信心；知名品牌FengChenWang在湾区时尚总部中心设立华南地区唯 一设计办公室。两大时尚品牌的进驻，进一步完善了福田时尚产业布局，让湾区时尚总部中心的品牌矩 阵愈发多元。 时尚肌理浸润楼宇 时尚科技双向奔赴 全球资源竞相汇聚 全球（深圳）"AI+时尚"创新应用大赛紧 ...

Core Insights - The release of ByteDance's Seedance 2.0 is expected to significantly enhance model controllability, potentially leading to a leap in the industrialization of the video generation sector [1][2] - The improved controllability of Seedance 2.0 is anticipated to reduce the "gacha" costs in the AIGC industry, thereby lowering production costs and timelines for animated dramas [2] Industry Implications - The traditional "gacha" mechanism in AI-generated video content incurs additional costs due to the randomness of generated visuals, often requiring multiple attempts to achieve satisfactory results [2] - Seedance 2.0's higher controllability is projected to decrease the frequency of "gacha" attempts, which could significantly reduce production costs and timelines in the animated drama industry [2] Cost Savings Analysis - A sensitivity analysis indicates that even with a conservative assumption of a 75% reduction in "gacha" frequency, adopting Seedance 2.0 could lower total generation costs by approximately 5% compared to competing models [3] - Under a neutral assumption where "gacha" frequency is reduced to 50%, the model's cost per second of generation could decrease by 37% compared to industry peers [3] Investment Recommendations - Companies to consider in the AI animated drama sector include Wanjing Technology, Kuaishou, Fubo Group, and Newland Digital [4] - In the multi-modal space, potential investments could be made in companies like Dahong Technology and Hongsoft Technology [4] - For ByteChain-related investments, options include Cambricon and Runze Technology [4]

引才 "人才导航"与人工智能等赛道精准对接 宝安城区图。 宝安区宣供图 "处其实，不居其华。"这是南都N视频记者在宝安区七届五次党代会现场最直观的感受。 2025年，既是"十四五"规划的收官之年，也是宝安跨入"万亿工业大区"后的起步之年。回望过去一年， 宝安的"实"体现在一组极具分量的坐标中。 这一年，宝安以"实"稳台阶，筑牢了万亿工业大区的深厚底蕴。规上工业总产值突破万亿大关，稳居全 国工业百强区第二；机场货运百万吨、旅客千万级双双刷新纪录；进出口总额跨越6000亿元门槛，展现 出衔接全球的强大韧性。 这一年，宝安以"活"聚人气，塑造了世界级商圈的活力名片。社消零总额超1600亿元，58万平方米新开 商业面积领跑全市；前海·宝中商圈跻身世界级TOP30潜力榜单，大悦城、冰雪世界闪耀亮相；千万级 客流在湾区核心奔涌，让万亿工业大区散发出热气腾腾的烟火气与国际范。 这一年，宝安以"新"求突破，释放了新质生产力的澎湃动能。战新产业总产值直冲1.2万亿元，具身智 能、低空物流等首创平台集中启用；12款发明上榜《时代》周刊，专利授权连续六年夺冠；实现了从硬 件制造向"含智量"的跃升，挺起了"智造强区"的坚实脊梁。 这 ...

Group 1: Economic Data Releases - China will release its trade balance for December 2025 on January 14, with total goods trade value reaching 41.21 trillion yuan, a year-on-year increase of 3.6% for the first 11 months of 2025 [2] - In November 2025, China's goods trade showed a recovery with a total value of 3.9 trillion yuan, growing by 4.1%, including exports of 2.35 trillion yuan (up 5.7%) and imports of 1.55 trillion yuan (up 1.7%) [2] - The U.S. will announce its December 2025 CPI data on January 13, with November 2025 CPI showing a year-on-year increase of 2.7% and core CPI at 2.6% [4] Group 2: Financial Environment - November 2025 financial data in China indicated that M2 and social financing growth rates remained high, supporting a favorable monetary environment for economic recovery [3] - It is expected that China's monetary policy will continue to maintain a moderately loose stance in 2026, complemented by fiscal policy efforts [3] Group 3: Industry Conferences - The second China eVTOL Innovation Development Conference is scheduled for January 15-16, 2026, in Shanghai, focusing on "Innovation Leading, Smartly Opening the New Business Era of eVTOL" [5] - The fifth AIGC China Developer Conference will be held on January 17, 2026, in Beijing, themed "Ecology, Support, Domestic, Trend" [5] - The fourth China Petroleum and Chemical Industry Digital Transformation and Intelligent Development Conference will take place from January 13-15, 2026, in Beijing [5] Group 4: Stock Market Developments - Over 480 billion yuan in market value of restricted stocks will be unlocked in the A-share market from January 12-16, 2026, with 23 stocks facing unlocks [6] - Among these, Zhongke Lanyun has a restricted stock unlock value exceeding 10 billion yuan [6]

Group 1: Investment Trends - The technology and manufacturing sectors continue to dominate the market with over 25 cases and multiple large transactions exceeding 1 billion RMB, highlighting their significance in financing [1] - The healthcare sector remains active with significant transactions and innovative sub-sector developments, including funding for rare disease drug development and surgical robotics [1] - The consumer services sector has seen a few financing transactions, with Jason Entertainment completing a strategic financing round, indicating a supplementary role in the market [1] Group 2: Financing Data - A total of 37 financing events occurred in the domestic primary market from December 29, 2025, to January 4, 2026, with a total disclosed amount of approximately 11.32 billion RMB [2] - The financing currency distribution shows 19 cases in RMB totaling about 6.77 billion RMB and 22 cases in USD totaling about 4.55 billion RMB [3] Group 3: Sector-Specific Financing - The advanced manufacturing sector led with 16 financing cases amounting to approximately 4.88 billion RMB, while the biopharmaceutical sector had 8 cases totaling about 589 million RMB [4][5] - The artificial intelligence sector completed 7 financing cases with a disclosed amount of approximately 4.32 billion RMB [4][5] Group 4: Regional Financing Activity - The financing activities were primarily concentrated in Shanghai, Beijing, and Guangdong, with 8, 9, and 5 cases respectively [6][7] Group 5: Active Investment Institutions - IDG and Sequoia China were notably active, with IDG completing 3 financing rounds and Sequoia China completing 2, focusing on technology and manufacturing as well as healthcare sectors [8][9] Group 6: Notable Company Financing - Moonlight Dark completed a $500 million C round financing, with participation from IDG Capital and Alibaba, indicating strong investor interest in AIGC companies [38] - Taiblue New Energy secured over 400 million RMB in B+ round financing, focusing on solid-state battery technology [39] - Surgical robotics company Shurui Technology raised $100 million in D round financing, emphasizing the growth in medical technology [40]

Investment Rating - The industry investment rating is "Positive (Maintain)" [1] Core Insights - The report highlights the strong performance of new game launches and operational activities of existing games, with significant user engagement and revenue growth expected during the upcoming holiday season [3] - The report emphasizes the importance of AI applications in driving content prosperity and the ongoing commercialization of AI technologies, particularly in the gaming sector [3] - The report suggests a focus on companies that are well-positioned to benefit from the upcoming trends in gaming and AI applications, recommending specific companies for investment [3] Industry Data Overview - "New Three Kingdoms: The Deer" ranked first in the iOS free game chart in mainland China, while "Honor of Kings" topped the iOS revenue chart [9][13] - The film "Zootopia 2" achieved the highest box office revenue for the week, grossing 3.12 billion [20] Industry News Summary - Meta's acquisition of Manus for $2 billion highlights the growing capabilities of domestic C-end applications, while WeChat has enhanced its support policies for mini-games [26] - The report notes that WeChat mini-game developers can now receive up to 80% revenue share, significantly increasing incentives for new game launches [30] - The report discusses the IPO plans of major AI companies, including Zhihui and Minimax, which are expected to strengthen their financial capabilities and accelerate AI model iterations [27][28] Company Recommendations - The report recommends continued focus on new game launches and operational activities, particularly during the holiday season, with specific companies highlighted for investment opportunities [3] - Key recommended companies include Giant Network, Xindong Company, and Tencent Holdings, among others, which are expected to benefit from the favorable market conditions [3]

Group 1 - Applied Digital plans to spin off its cloud computing business and merge it with EKSO to form a new entity named "ChronoScale Corporation," with Applied Digital retaining approximately 97% ownership post-transaction, expected to complete in the first half of 2026 [2] - The launch of "Loomos AI Display Glasses S1" by Shanjiji, featuring the "Phoenix Architecture 2.0," aims to redefine "active AI glasses" with lightweight design and advanced display technology, focusing on "active AI reminders" [2] - RunningHub and Alibaba's ComfyUI-Copilot have launched the world's first commercial ComfyUI-Agent, marking a significant advancement in AIGC workflow development, transitioning from "tool empowerment" to a new paradigm of "ecological intelligence" [2] - The release of the world's first vertical large language model "Ruixue" in Nanjing signifies a shift in agricultural practices from traditional methods to data modeling and intelligent prediction, supporting sustainable agricultural production [2]

Group 1 - The market size of the animation industry is rapidly growing this year, driven by advancements in AI foundational computing power and the iteration of AI video large models, leading to a new trillion-level market opportunity [1] - AI animation not only achieves quality comparable to traditional digital films but also significantly enhances production efficiency and reduces costs, creating a positive feedback loop that reshapes the IP industry landscape [1] - The company has signed a memorandum of understanding with Guanghe Xingyun Cultural Media Co., Ltd. to develop a series of AI animations based on the exclusive IP of the Nova esports club, focusing on themes such as player career highlights and esports culture [1] Group 2 - Guanghe Xingyun is a pioneer and leader in AI film and television content production in China, having been at the forefront of applying AI in this field since 2021 [2] - The company has become a core supplier of AI content for mainstream platforms such as Hongguo, Tencent Video, and Douyin, leveraging its self-developed AI film and television production pipeline as a competitive advantage [2] - Guanghe Xingyun leads the AIGC creation field with a focus on innovation, significantly improving creative efficiency and quality across various production stages [2]

Core Insights - LiblibAI, an AI image generation company, has raised $130 million (approximately 926 million yuan) in funding, marking the largest investment in the domestic AI application sector this year [1][2] - The founder, Chen Mian, previously worked at ByteDance and aims to create an AI product that allows ordinary people to easily create content [10][12] - The company has transitioned from a tool-based product to a creator community, allowing users to upload and monetize their models, leading to significant user growth [13][14] Company Overview - LiblibAI was founded by a 1992-born entrepreneur, Chen Mian, who was previously a commercialization leader at ByteDance's CapCut and Jianying [9] - The company started with a small team and has grown to nearly 100 employees, with user numbers surpassing 10 million [12][13] - The platform has generated over 500 million images and has over 3 million active creators as of early 2025 [13] Product and Market Position - LiblibAI's core product is an "AI canvas" that allows users to generate high-quality images based on text input or uploaded images [14] - The company positions itself as a "creation infrastructure" rather than just a generation tool, focusing on community engagement and user-generated content [21][22] - The AI image generation market in China is projected to reach nearly 20 billion yuan by 2024, with a compound annual growth rate exceeding 30% over the next five years [21] Industry Opportunities - There are emerging opportunities in 3D content generation, driven by increasing demand from gaming and robotics industries [24] - Instant content generation is becoming a focus, with goals to reduce high-resolution image generation time to milliseconds [26] - Deepening vertical application scenarios in sectors like e-commerce, healthcare, and education is expected to drive further demand for AI-generated images [27][28]

Financing Transactions - Boson Quantum completed a Series A+ financing round, raising hundreds of millions of RMB, with investments from Qif Capital and GF Xinde, focusing on the development and industrialization of domestic optical quantum computers [1] - Tongchuang Purun, a leading manufacturer of high-purity metal materials, secured 1 billion RMB in Pre-IPO financing, with investors including SAIC Group's Shangqi Capital, addressing critical material needs in the semiconductor and display panel industries [1] - Aishi Technology, an AIGC video platform, raised 100 million RMB in Series B+ financing, backed by Fosun Ruijing Capital and Shunxi Fund, focusing on AI video generation technology [2] - Zero Gravity Aircraft Industry, specializing in eVTOL aircraft, completed a Series A+ financing round of 300 million RMB, with investments from Fangguang Capital and Sichuan Industrial Revitalization Fund, aligning with the national "low-altitude economy" strategy [2] - Jiushi Intelligent, a global L4 autonomous driving company, raised hundreds of millions of USD in Series C financing led by Ant Group, focusing on B2B urban freight solutions [3] - Tupu Medical, a leader in high-end ophthalmic medical equipment, completed a strategic financing round with investors including Beijing Guoguan, aiming to break the monopoly of imported brands in the high-end ophthalmic equipment market [3] - Wolant Aviation, engaged in eVTOL development, completed hundreds of millions of RMB in Series B financing, attracting top-tier investment institutions [4] - Revolut, a leading fintech platform, secured a strategic financing round of up to 3 billion USD (approximately 19.5 billion RMB), enhancing its position as Europe's most valuable fintech unicorn [4] - Lila Sciences, an innovative tech company, completed 115 million USD in Series A financing, with investments from General Catalyst and Nvidia, highlighting the potential of AI for science [5] - Trogenix, a UK-based biotech company focused on innovative cancer gene therapies, raised 95 million USD in Series A financing, receiving investments from Eli Lilly and several specialized medical venture funds [5]