转自：北京日报客户端 为强国建设、民族复兴伟业凝聚强大精神力量 ——宣传思想文化工作高质量发展展现新气象、新作为 "文化是灵魂。" 一个多月前盛大阅兵仪式所激发的爱国情感仍然炽热。10月的北京，秋意正浓，天安门广场红旗猎猎， 人们在这里感悟历史与文化，满怀对伟大祖国的热爱和自豪。 "传承和弘扬伟大抗战精神，踔厉奋发、勇毅前行，为以中国式现代化全面推进强国建设、民族复兴伟 业而团结奋斗！"习近平总书记坚定的话语，激荡起亿万人民的爱国情、报国志。 民族复兴需要精神引领，思想光辉照亮奋斗征程。 2023年10月，习近平文化思想在全国宣传思想文化工作会议上正式提出。 习近平文化思想所蕴含的科学真理价值、博大文化胸怀和鲜明实践品格，在新时代波澜壮阔的文化实践 中不断彰显，为推进强国建设、民族复兴伟业凝聚起强大精神力量。 文化强国建设迈出新步伐 9月3日的天安门广场，气壮山河—— 《松花江上》《在太行山上》《保卫黄河》《没有共产党就没有新中国》，诞生于抗战烽火中的经典歌 曲连唱，串联起从苦难觉醒到浴血抗争、再到走向胜利的壮阔历程。 纪念中国人民抗日战争暨世界反法西斯战争胜利80周年文艺晚会，感人至深—— 今年，《习近平经 ...

国庆中秋双节假期临近尾声，2025广州动漫游戏盛典（AGF×CICF）也已圆满收官，从10月2日至5日， 汇聚全球千余个顶尖品牌、7000余款IP周边产品，举办超百场特色活动，共吸引超45万人次到场。 今年5月，广东重磅发布推动文化产业高质量发展六大"政策包"，涵盖影视、演艺市场、动漫影视、网 络游戏、电子竞技、网络视听等6大领域，共87条具体举措，真金白银地提供支持，为我省相关产业高 质量发展解锁全新增长密码。据南都娱乐观察，一方面，"政策包"得到了多位行业大咖的点赞与高度肯 定，另一方面，在政策扶持、区域联动和产业协同等多方助力下，以游戏和动漫为主要载体的二次元经 济更有望成为粤港澳大湾区的发展新引擎。 多个动漫游戏展在国庆假期举行 《关于推动广东动漫影视产业高质量发展的若干政策措施》明确，支持办好中国国际漫画节（广州）、 萤火虫漫展、深圳漫画节、深圳动漫节等各类动漫活动，并资助粤港澳大湾区动画电影周等影视活动。 漫展、游戏展不仅是相关企业、协会展示最新产品、服务的重要舞台，也能成为Z世代感受动漫游戏文 化的沉浸式平台，更可有效刺激假日经济、文旅资源活力，并释放消费潜能。据南都N视频记者观察， 近年来，游 ...

中新网杭州9月27日电(林波)英国作家在键盘上敲下"系统提示：获得上古神器"，巴西读者为文中主角 突破境界彻夜追更，韩国创作者将"阴阳五行"融入本土奇幻小说——这场始于数字屏幕的文化共振，正 在突破单一的内容传播模式，走向共创与开拓世界文化新形态的崭新阶段，成长为世界级的文化现象。 《中国网络文学国际传播报告(2025)》(以下简称《报告》)显示，中国网络文学海外活跃用户约2亿人， 覆盖全球200多个国家和地区，亚洲地区读者总量占全球80%，市场份额超50%，北美地区约占30%，欧 洲、拉美等地正成为新的增长点。 为什么外国人对中国网文越来越"上头"？ 首先是叙事创新，"东方密码"让全球读者共情。 中国作家管平潮认为，成功出海的作品往往在世界观中预设"文化接口"。譬如，"以掌中剑护眼前人"的 东方侠义，在海外可被理解为骑士精神，这种情感共鸣是共通的。 9月26日，浙江杭州，网络文学作品Cosplay表演现场。 孙琳茹 摄 希腊作家塔索斯·拉波洛布洛斯对此深表认同："真正的文学并非凭空创造的，而是善于倾听历史，从而 找到价值共鸣，这也是中国网络文学的魅力所在。" "中国网文的宏大世界观和成长叙事，契合了年轻人对 ...

Core Viewpoint - The article discusses the recent IPO counseling registrations of seven companies in China, highlighting their business models, financial performance, and investment backgrounds. Group 1: 华澜微 (HuaLan Micro) - 华澜微 has no controlling shareholder or actual controller and has not achieved profitability since its establishment [5][6] - The company has undergone 14 rounds of financing, with notable early investors including 深创投 and TCL创投 [5] - 华澜微's revenue from 2019 to 2023 shows a growth trend, with figures of 2.91 billion, 4.35 billion, 5.95 billion, 6.04 billion, and 2.29 billion respectively, while net losses have been recorded [6] - The company was placed on the U.S. Entity List in July 2021, which has affected its operations and led to a strategic shift towards domestic business [7] Group 2: 恒翼能 (Hengyi Energy) - 恒翼能 focuses on intelligent manufacturing equipment for lithium batteries and has become a leading supplier globally [9] - The company has a registered capital of approximately 1.26 billion and has over 2,000 employees across multiple countries [9] - In 2023, 恒翼能 completed a D-round financing led by Morgan Stanley Private Equity Fund [10] Group 3: 玄机科技 (Xuanji Technology) - 玄机科技 is a well-known digital content production company with a registered capital of approximately 515.79 million, focusing on animation IPs [12] - The company has significant backing from Tencent, which holds about 20.5% of its shares [12][14] - Revenue projections for 2023 and 2024 are 262 million and 317 million respectively, with net profits of 40.92 million and 68.2 million [14] Group 4: 先临三维 (Xianlin 3D) - 先临三维 specializes in high-precision 3D scanning technology and has a registered capital of approximately 404 million [16] - The company reported a revenue of 1.202 billion in 2024, with a net profit of 226 million, reflecting a growth of 18.07% and 59.08% respectively [17] - The company's gross margin stands at 69.1% [15] Group 5: 森峰激光 (Senfeng Laser) - 森峰激光 focuses on laser processing equipment and has a registered capital of 57 million [19] - The company has experienced rapid revenue growth, achieving 992 million, 1.332 billion, and 1.288 billion from 2022 to 2024 [20] - The company withdrew its application for the ChiNext listing in December 2024 due to strategic considerations [19] Group 6: 莫森泰克 (Mosen Tech) - 莫森泰克 specializes in automotive components and has a registered capital of approximately 106 million [22] - The company reported a revenue of 1.956 billion in 2024, with a net profit of 264 million, marking a year-on-year growth of 24.42% and 37.32% respectively [23] Group 7: 鹰峰电子 (Eagle Peak Electronics) - 鹰峰电子 focuses on passive electronic components and has a registered capital of approximately 104.93 million [25] - The company has seen fluctuating revenues, with figures of 1.482 billion, 1.396 billion, and 1.841 billion from 2022 to 2025 [27] - The global passive components market is projected to grow from 32.77 billion in 2021 to 42.82 billion by 2027, with a CAGR of 4.56% [26]

Group 1: Company IPOs - Seven companies, including Hualan Microelectronics, Hengying Energy, and Xuanji Technology, have initiated IPO counseling filings with the China Securities Regulatory Commission (CSRC) from September 8 to 14 [1] - Hualan Microelectronics has not achieved profitability and has a dispersed shareholding structure with no controlling shareholder [3][4] - Hengying Energy, focused on intelligent manufacturing equipment for lithium batteries, has completed a D-round financing led by Morgan Stanley Private Equity Fund [6][7] - Xuanji Technology, known for its digital content production, has Tencent as its second-largest shareholder and aims to list on the Beijing Stock Exchange [9][11] - Xianlin Sanwei, specializing in high-precision 3D scanning technology, has a gross margin of 69.1% and is seeking to go public [12][15] - Senfeng Laser, which focuses on laser processing equipment, previously attempted to list on the ChiNext but withdrew its application [17][18] - Mosentech, a manufacturer of automotive components, reported a revenue increase of 24.42% in 2024 and is preparing for an IPO [21] - Eagle Peak Electronics, which specializes in passive electronic components, is seeking to relist on the Beijing Stock Exchange after previously withdrawing from the ChiNext [23][24] Group 2: Financial Performance - Hualan Microelectronics reported revenues of 2.91 billion, 4.35 billion, 5.95 billion, 6.04 billion, and 2.29 billion from 2019 to the first half of 2023, with continuous revenue growth but persistent losses [3] - Xuanji Technology's projected revenues for 2023 and 2024 are 262 million and 317 million, respectively, with a net profit of 40.92 million in 2023 [11] - Senfeng Laser's revenues for 2022, 2023, and 2024 were 9.92 billion, 13.32 billion, and 12.88 billion, with a net profit of 1.03 billion, 1.1 billion, and 1 billion [18] - Mosentech achieved a revenue of 19.56 billion in 2024, with a net profit of 2.64 billion [21] - Eagle Peak Electronics reported revenues of 14.82 billion, 13.96 billion, and 18.41 billion from 2022 to 2025, with fluctuating profits [24]

Core Viewpoint - The company is expected to enter a new product cycle in 2025, with significant performance improvements anticipated due to AI optimization in marketing materials and algorithms for legendary games [1][2]. Group 1: Financial Projections - The company forecasts EPS of 1.85 CNY, 1.81 CNY, and 2.08 CNY for the years 2025-2027 [1]. - A target price of 24.20 HKD has been set for the company, with an initial "Buy" rating [1]. Group 2: Business Overview - Founded in 2015, the company is a leading internet enterprise in China, integrating development, operation, and promotion, with over 380 game products and more than 600 million registered users [1]. - The company’s average monthly active users (MAU) exceed 10 million, and its consumer goods business is projected to generate 100 million CNY in revenue in 2024, accounting for 1.8% of total revenue [1]. Group 3: IP and Game Development - The company possesses multiple classic IPs, including "Legend," "Douluo Dalu," and "Hot Blood Legend," and is actively exploring new IPs and markets [2]. - A recent collaboration with Zhongyou to launch "Douluo Dalu: Slime Academy" achieved top rankings on the APP Store and Taptap [2]. - The company has 11 games that have been operational for over 5 years and 28 games for over 3 years, showcasing its long lifecycle management capabilities [2]. Group 4: AI Integration - The company emphasizes the application of AI technology in gaming, utilizing a "self-research + investment" strategy to enhance efficiency in game development and distribution [2]. - The self-developed "Hetu" and "Luoshu" systems leverage AI for smart analysis and precise marketing, improving operations in game promotion and user acquisition [2]. - In May 2025, the company invested 10 million CNY in Hangzhou Jiyi Artificial Intelligence Technology to optimize the entire game development and operation process [2].

Core Viewpoint - The article highlights the emergence of a new industrial hub in Pazhou, Guangzhou, focusing on the integration of exhibition, e-commerce, and digital economy, with a particular emphasis on the gaming industry represented by 37 Interactive Entertainment's new headquarters [1]. Group 1: Company Overview - 37 Interactive Entertainment, a leading gaming company based in Guangzhou, has established its headquarters in Pazhou, marking a new phase in its business development [1]. - The company is led by Vice President Zhu Huaimin, who oversees the technology and strategy centers, and has been with the company since 2010 [1][6]. Group 2: Game Development Insights - Zhu Huaimin discusses the concept of "hit games," emphasizing that their creation involves multiple dimensions, including cultural expression and technological innovation [7]. - The company maintains a pipeline of at least twenty games in development or preparation for release, showcasing a strong creative foundation [8][10]. Group 3: AI Integration - 37 Interactive Entertainment views gaming as an optimal application for AI technology, having developed its own vertical AI model named "Xiao Qi" and integrated AI capabilities across various operational areas [11][12]. - The company reports that by Q1 2025, AI-generated video content will account for nearly 80% of domestic releases and 70% of international releases, with over 85% of AI-generated 2D images [12]. Group 4: Strategic Location Benefits - The decision to move to Pazhou is influenced by the area's high density of industries and talent, which facilitates business interactions and collaborations across various sectors, including e-commerce and AI [18][22]. - The local government has provided targeted support for the gaming and AI sectors, aligning the company's strategic goals with regional development initiatives [22].

Group 1 - The core viewpoint of the article highlights the significant stock price increase of the company, with a 15.0% rise to 35.88 HKD per share and a trading volume of 648 million HKD as of August 13 [1] - The company, Yuewen Group, focuses on building a Chinese IP universe that includes diverse digital entertainment forms such as literature, animation, film, and games, with well-known brands like QQ Reading and Qidian Chinese Network [1] - Yuewen Group has successfully adapted popular IPs such as "Qing Yu Nian," "Gui Chui Deng," "Dou Luo Da Lu," "Quan Zhi Gao Shou," and "Zhui Xu" into various media [1] Group 2 - As of the mid-year report for 2025, the company reported total revenue of 3.191 billion RMB and a net profit of 850 million RMB [2] - The company's profit attributable to shareholders for the fiscal year 2025 increased by 68.5% year-on-year, amounting to 849.8 million RMB, with basic earnings per share of 0.84 RMB [2]

Summary of Key Points from the Conference Call Company Overview - The company discussed is **Kying Network**, which operates in the gaming industry and is actively expanding into AI technology and related sectors [2][3][4]. Core Business and Growth Drivers - Kying Network is leveraging major IP adaptations such as **"Douluo Dalu"** and **"Zhu Xian Chuan Shuo"** to enter a new product cycle, which is expected to drive revenue growth [2][3]. - The newly launched game **"Dragon Ball World"** achieved a revenue of **200 million** in its first month, with projections of around **80 million** monthly revenue in June and July, indicating strong performance [2][3]. - The company is addressing copyright issues and expanding its small program games to solidify its base in the **legendary game segment**, with the **"Legend Box"** community platform contributing to incremental revenue [2][3]. AI and Technological Innovations - Kying Network has partnered with **Bigao Group** to establish **Jiyi Company**, focusing on independent operations of AI models and engines, enhancing game development efficiency [2][5]. - The company is developing **Eve AI**, an intelligent scheduling application expected to launch in Q4 2025, characterized by high emotional intelligence and user interaction capabilities [2][5][6]. - The **Eve AI** virtual companion product is anticipated to become a representative product in the industry, showcasing the company's capabilities in AI and its synergy with gaming [7]. Diversification and New Product Launches - Kying Network is venturing into the **trendy toy market** with the introduction of **AI toys** like **"Goodnight Sheep"** and **"Bubird"**, aiming to enhance user engagement and repurchase rates through an integrated online and offline community [2][7]. - The company is set to launch a series of new products from late 2025 to early 2026, including major IP adaptations, which are expected to significantly contribute to revenue [3][9]. Regulatory and Market Positioning - Kying Network has obtained licenses from the **Hong Kong Securities and Futures Commission** for virtual asset and token business, laying the groundwork for future overseas business expansion [4][8]. - The company’s diverse business layout in AI, trendy toys, and virtual assets is expected to drive revenue growth and enhance valuation, particularly as it aligns with traditional gaming operations [4][9]. Future Outlook - The strategic positioning in AI, trendy toys, and virtual assets is anticipated to provide long-term growth potential, with a significant product cycle expected to commence in late 2025 [9].

Core Insights - The Chinese animation industry is at a critical juncture, transitioning from "quantitative change to qualitative change" by 2025 [1] - The industry faces challenges such as homogenized themes and inefficient peripheral development, which hinder its growth potential [2] - Platforms are realizing their limitations in capturing the animation audience, leading to a shift towards "differentiated competition and cooperation" to enhance IP influence [12] Industry Growth and Challenges - The total output value of China's animation industry is projected to exceed 300 billion by 2025, with a user base of 580 million in the broader ACG (Anime, Comic, Game) market [4] - Despite the growth, the influence of domestic animation IP struggles to break through audience barriers, creating a significant gap between niche popularity and mainstream appeal [4] - Platforms like Bilibili, while having a high penetration rate among younger audiences, face difficulties in reaching broader demographics [4][6] Platform Dynamics - Tencent Video dominates the "male-oriented IP" segment but risks missing out on the larger entertainment market by not attracting female audiences [6] - Douyin serves as a "traffic engine" for domestic animation, effectively reaching target users but struggles with long-term user retention due to its short video format [6] - Weibo, despite lacking systematic IP development capabilities, leverages its active UGC community for broader topic dissemination and fan interaction [12] Collaborative Strategies - Platforms are beginning to abandon zero-sum competition in favor of unique ecological niches, collaborating to enhance IP influence [12] - Tencent Video is actively partnering with social platforms to reach female audiences and enhance engagement through targeted activities [12] - Bilibili is also expanding its reach by promoting popular IPs on Douyin and engaging in Weibo discussions to increase visibility [14] Content and Community Engagement - Strong community management is essential for breaking through audience layers, with successful IPs relying on active fan engagement and feedback loops [15][16] - The case of "Nezha: Birth of the Demon Child" illustrates the importance of multi-platform strategies to engage diverse audience segments [19] - KOL promotion and UGC co-creation are vital for transforming IPs from being merely discussed to being actively pursued by fans [19] Data-Driven Decision Making - The need for a comprehensive data support and evaluation system is critical for building a multi-dimensional capability framework in the animation industry [27] - Tencent's exploration of user behavior data demonstrates that multi-dimensional insights are more valuable than single metrics like view counts [34] - Embracing social platforms and leveraging user interests can drive new growth trajectories for IPs, addressing current industry challenges [35]