2025.07. 13 本文字数：1570，阅读时长大约2.5分钟 作者 | 第一财经 揭书宜 封图 | 摄影 任玉明 2025年上半年，中国电影市场以292.31亿元票房、同比23%的增幅，交出了近五年最佳的"半年考"答 卷。这一复苏势头中，《哪吒之魔童闹海》（简称"《哪吒2》"）无疑是最大功臣，其154.46亿的票 房奇迹独占大盘超半壁江山。 近年来，国产影片也迎来高光时刻，牢牢掌握市场主导权。然而，在整体向好的数据背后，6月单月 票房表现不佳也提示着，市场仍需更多优质大片注入持续活力。 即使整体表现良好，但刚过去的6月算是电影淡季。猫眼娱乐市场分析师赖力指出，今年春节档之 后，电影市场的表现始终有些"不温不火"。单看刚过去的这个6月（票房19.06亿）也是近五年来大盘 表现最低的一个6月，市场仍然需要更多大体量的影片破局救市，带动档期观影热度的提升。 国产片崛起 不仅是2025年上半年国产电影贡献了绝大部分票房，这种趋势在前几年已慢慢形成。 国家电影局统计数据显示，我国2024年电影票房为425.02亿元，其中国产影片票房为334.39亿元， 占比为78.68%。2024年票房过亿元影片共79部，其中国 ...

不仅是2025年上半年国产电影贡献了绝大部分票房，这种趋势在前几年已慢慢形成。 2025年上半年，中国电影市场以292.31亿元票房、同比23%的增幅，交出了近五年最佳的"半年考"答卷。这一复苏势头中，《哪吒之魔童闹海》（简称"《哪 吒2》"）无疑是最大功臣，其154.46亿的票房奇迹独占大盘超半壁江山。 近年来，国产影片也迎来高光时刻，牢牢掌握市场主导权。然而，在整体向好的数据背后，6月单月票房表现不佳也提示着，市场仍需更多优质大片注入持 续活力。 上半年票房为5年以来表现最佳 近日，国家电影局发布的数据显示，2025年上半年电影票房达292.31亿元，观影人次为6.41亿，同比分别增长22.91%和16.89%，国产影片票房占比为 91.2%。 其中，《哪吒之魔童闹海》以154.46亿元的票房成绩领跑，《唐探1900》《封神第二部：战火西岐》《熊出没·重启未来》《射雕英雄传：侠之大者》位列票 房榜2至5位。票房过亿元的影片共25部，其中国产影片16部，外国影片9部。 随着7月的来临，今年的电影市场也正式进入"下半场"时间。值得一提的是，刚过去的上半年是2020年以来全国票房表现最佳的上半年。具体来看，根据 ...

Core Viewpoint - BYD's "Megawatt Flash Charging" technology significantly enhances charging speed, approaching the efficiency of traditional fuel vehicles, although the availability of compatible charging stations remains a challenge [1][14]. Group 1: Technology Overview - The "Megawatt Flash Charging" technology was introduced with BYD's "Super e-platform," featuring a 1000V vehicle architecture that supports high charging currents [2][12]. - The technology utilizes low-resistance "flash charging batteries," allowing for a maximum charging current of 1000A and achieving a peak charging power of 1 megawatt (1000kW) [2][4]. - A BYD Han L model can charge from 3% to 61% in just 5 minutes, enabling a range of over 420 km, which aligns closely with official claims [4][6]. Group 2: Charging Infrastructure - The "Megawatt Flash Charging" stations require high power distribution capacity, with BYD's stations featuring both 1000kW and 400kW charging options [10][14]. - BYD plans to construct over 4,000 "Megawatt Flash Charging" stations nationwide, with the first 500 already established [14]. - The company is collaborating with leading charging operators to promote the construction of these charging facilities, sharing the technology across the industry [14]. Group 3: Market Implications - The introduction of the "Megawatt Flash Charging" technology is expected to enhance competition among automakers and foster the development of a robust charging ecosystem [14]. - BYD's ability to keep the starting price of vehicles equipped with this technology between 200,000 to 300,000 yuan reflects its strong R&D capabilities in the electric vehicle sector [14].

Group 1 - NetEase's first major single-player game, "Wanmin Changge: Three Kingdoms," was canceled shortly after its demo release, indicating a cautious approach to project viability based on market demand [4][17] - The success of "Black Myth: Wukong" has revitalized the single-player game market in China, showcasing its potential beyond direct sales revenue and changing perceptions about the quality of domestic single-player games [4][5] - The number of new F2P games in China is declining, with a reported drop of over 22% year-on-year in the first half of 2025, indicating a challenging environment for free-to-play titles [4][12] Group 2 - The single-player game market in China saw significant growth, with sales reaching approximately 10.22 billion yuan in 2024, largely driven by "Black Myth: Wukong," which alone generated around 9 billion yuan [7][9] - Despite the growth in single-player games, they still lag behind top F2P games in revenue, with "Honor of Kings" generating approximately 2.419 billion USD (about 17.359 billion yuan) in 2024 [9][10] - The cost of developing AAA games has become a significant challenge, with budgets often exceeding 100 million USD, leading to a focus on fewer, more secure projects by major publishers [18][20] Group 3 - The cancellation of "Wanmin Changge: Three Kingdoms" highlights the high development costs associated with single-player games, where a team of 70 could incur costs of around 150 million yuan over three years, necessitating substantial sales to break even [17][21] - The industry is witnessing a shift towards mid-tier 2A games and independent titles as viable options for developers, allowing for better cost control while still delivering creative content [21] - The current landscape suggests that the single-player game market may be entering a favorable era, where both creative aspirations and financial viability can coexist [21]

Core Viewpoint - The news highlights the significant progress of BYD in Brazil, including the inauguration of its passenger car factory and the growing presence of Chinese automotive brands in the Brazilian market, driven by local production and the increasing demand for electric vehicles. Group 1: BYD's Investment and Local Production - BYD's factory in Camaçari, Bahia, represents an investment of 5.5 billion reais (approximately 710 million yuan) and aims to produce 150,000 electric and plug-in hybrid vehicles, creating 20,000 local jobs [6][7][12] - The factory's establishment follows the closure of a Ford assembly plant, reviving hope for local workers and the economy [6][7] - BYD's local production strategy aligns with the broader trend of Chinese automotive companies expanding into overseas markets [6][12] Group 2: Market Potential and Growth - Brazil's automotive market is substantial, with a size of approximately 2 million vehicles, and is projected to grow by 14.1% in 2024, reaching 2.6349 million new car sales [14] - BYD's sales in Brazil are expected to reach 76,800 units in 2024, capturing a market share of 3.1%, while Chery is projected to sell 60,900 units, marking a 93.6% year-on-year increase [16] - The Brazilian market is unique as it lacks domestic automotive brands, with all vehicles sold being foreign brands, providing an opportunity for Chinese brands to gain market share [14][16] Group 3: Challenges and Competitive Landscape - Brazil imposes high tariffs on imported vehicles, which has prompted BYD and other Chinese companies to establish local manufacturing to avoid these costs [19] - The Brazilian automotive market has experienced volatility, with past peaks and declines affecting both local and foreign manufacturers [22] - BYD faces competition from established foreign brands, but its focus on high-tech, mid-to-high-end products differentiates it from the perception of Chinese vehicles as low-cost alternatives [24][30] Group 4: Future Prospects and Strategic Initiatives - BYD plans to localize its entire supply chain in Brazil, including battery production, to enhance its competitive edge [33][37] - The company is also establishing two R&D centers in Brazil, indicating a commitment to long-term growth and innovation in the region [34][37] - The Brazilian government is promoting energy transition, which supports the growth of electric vehicles and aligns with BYD's product offerings [25][31]

0% 5% 10% 15% 20% 25% 1/1 2/1 3/1 4/1 5/1 6/1 7/1 8/1 9/1 10/1 11/1 12/1 2021 2022 2023 2024 2025 铁矿石早报 研究中心黑色团队 2025/7/11 地区 品种 最新 日变化 周变化 折盘面 最新 日变化 周变化 进口利润 95.30 0.10 0.20 纽曼粉 743 22 29 794.3 96.05 2.95 2.40 -29.03 PB粉 748 23 25 792.1 98.30 2.85 2.25 -7.47 麦克粉 732 22 27 799.7 94.40 2.90 2.50 -4.47 金布巴 715 29 40 805.4 90.60 2.90 2.40 1.66 主流 混合粉 675 16 17 799.7 86.35 2.30 1.85 -2.30 超特粉 635 20 25 845.3 82.70 2.25 1.65 -5.34 卡粉 845 21 27 785.8 112.60 2.80 5.70 -25.14 巴西 巴混 782 23 25 794.1 101.50 3.40 3.00 ...

Core Viewpoint - The conference on Traditional Chinese Medicine (TCM) nutrition management for diabetes highlighted innovative strategies integrating TCM and modern nutrition to provide personalized health management for diabetes patients [1][2]. Group 1: Conference Overview - The conference was held on June 21 in Hangzhou, organized by Xiamen Tanglaibang Medical Nutrition Research Center, featuring experts from TCM, nutrition, and endocrinology [1]. - The event included keynote speeches, case sharing, and interactive discussions, showcasing the unique value of integrated TCM nutrition interventions in diabetes prevention and treatment [1]. Group 2: Key Presentations - Professor Wang Hongcai emphasized that TCM treatment for diabetes focuses not only on lowering blood sugar but also on restoring overall bodily functions [2]. - Professor Zou Aibiao discussed the relationship between gut health and diabetes, highlighting that gut microbiome imbalance is closely related to insulin resistance and chronic inflammation, and that dietary interventions can improve glucose metabolism [2]. - Professor Hu Renming presented the "Four Diseases Co-Treatment" strategy, addressing the common mechanisms of diabetes, obesity, fatty liver, and atherosclerosis through the lens of chronic low-grade inflammation [2]. Group 3: Future Directions - The founder of Xiamen Tanglaibang Medical Nutrition Research Center stated the intention to further develop TCM nutrition intervention methods and promote standardized, scientific diabetes management solutions to benefit more patients with a "Chinese-style blood sugar control" model [3].

九狮村酒文化体验馆 & 曲水流觞规划图 唐昌之夜 花田里·悟家训 乡村振兴，文化赋美。一年前，肩负着我省高质量发展建设共同富裕示范区的使命，18位省、市、 区三级文化特派员从各自派出单位下沉临安各村。 他们一心扎根基层，潜心服务群众，努力推动"文化味"与"临安味""乡土味"的融合创新，为"文化 +"积极统筹资源、传播先进思想，为推动优质文化资源直达基层、赋美乡村振兴，各尽其力、各展其 能。 站在文化特派员驻村一年的时间节点上，我们将从"文化+旅游""文化+民生"两个维度，回望文化特 派员在临安的这一年，今天刊登"年鉴"之"文化+旅游"。 "文化+旅游"他们这样干 板桥镇上田村是钱氏后裔的重要聚居点，是传承、弘扬、展示吴越文化的重要人文节点。省级文化 特派员高玉平对照临安区"吴越文化展示年"工作目标，在板桥镇沿上田村、花戏村连片打造"花田里·悟 家训"吴越文化研学项目上献智献策。通过对吴越文化的挖掘活化，塑造IP人物"灯盏太公"，引导学 生、家庭、团队沉浸式研学《钱氏家训》、体悟钱王文化、体验吴越文化风情。该项目自去年9月正式 运营以来，已开展研学活动40余场，接待学生团体20余批次、5000余名，助力乡村运营 ...

随着吉利汽车上调 2025 年的销量目标至 300 万辆，比亚迪能否达成 550 万辆的销量计划被打上了问号。 过去 2 个月，如果刨除海外市场的影响，比亚迪在国内的销量连续同比下降。 上半年，比亚迪总共销售了 214.6 万辆车。若要完成全年目标，下半年的销量至少要同比增长 26% 以上。 但去年下半年的补贴已经提前透支了一部分市场需求，吉利银河等品牌的强势围攻加剧了市场竞争，而比亚迪今年最重要的一张牌——"全民智驾" 也没 有收到预期的效果。 "原本想着（智驾）这一波至少能维持去年的量。10 万以下保住，10 万以上的带来点增量。但这两方面都没达到预期。" 一位接近比亚迪的人士对《云见 Insight》表示。 比亚迪最擅长的价格战，在有关部门 "反内卷" 的主旋律下也难以施展。"不敢明降，只敢通过经销商暗降。消费者看不到。" 上述人士称。 在连续 3 年的高速增长之后，比亚迪驶入了一段弯道。 "全民智驾"，不达预期 今年年初，比亚迪将 "天神之眼" 智驾系统下放到最低 7 万元的车型上，试图用 "全民智驾" 代替降价，换来新一波增长。 根据比亚迪披露的产销量数据，6 月比亚迪在国内销售了 29.25 万辆 ...

据报道称，此案的涉案人童敏，生前曾任泸州某知名民办学校校长。在担任校长期间，童敏以投资建设幼儿园、培训学校等为由，诈骗亲朋好友5000余万 元，其中超3000万元用于充值网易旗下游戏《大唐无双》。 由于童敏已于2021年5月31日跳江自杀，泸州江阳警方依法撤销刑事案件。29名被害人遂转向民事诉讼，起诉童敏财产继承人即童某荣（童敏父亲）、广 州网易计算机系统有限公司以及财付通支付系统有限公司，要求网易返还3100余万元的充值款、财付通返还220余万元的支付款项，并由童某荣通过继承 的方式将上述款项返还给原告。2024年10月12日，泸州市江阳区人民法院一审判决驳回原告李某学等29人的诉讼请求。 二审庭审中，29名原告上诉人撤回对财付通支付科技有限公司的一审起诉和上诉，主要诉请广州网易公司返还游戏充值款。二审法庭要求上诉人、被上诉 人在一周内提供新的调解方案，否则将依法宣判。 近日，备受关注的"女校长诈骗数千万充值游戏"一案，在四川泸州市中级人民法院二审开庭。 首先，最传统的游戏收费模式无疑是"买断制"，即一次付费永久畅玩，可以追溯到上世纪的游戏机产业，载体为卡带或是光碟。随着互联网的发展，数字 下载版开始流行， ...