Group 1 - The 21st China (Shenzhen) International Cultural Industries Fair (Shenzhen Cultural Expo) concluded on May 26, showcasing the highest level of AI integration in its history, with a total of 6,280 exhibitors, an increase of 265 from the previous year [3][6] - The event featured over 120,000 cultural products and more than 4,000 cultural industry investment and financing projects, highlighting the growing significance of AI and technology in cultural industries [3][6] - The theme of this year's expo was "Innovation Leads the Trend, Creativity Lights Up Life," emphasizing the integration of technology and culture, with over 60 well-known AI companies participating [5][6] Group 2 - The expo introduced a new "Cultural Going Global" section, with 305 overseas exhibitors from 65 countries and regions, marking a 20% international participation rate [6][7] - Notably, 50 of the participating countries were from the Belt and Road Initiative, indicating a strong international interest in Chinese cultural products [7] - Exhibitors reported a significant increase in overseas clients, with many expressing clear intentions to engage in business transactions [7][10] Group 3 - The Shanghai exhibition area showcased local cultural enterprises and innovative projects, focusing on themes such as cultural reform and the integration of culture and technology [11][13] - Shanghai's cultural technology companies presented cutting-edge products, including brain-computer interface technology for immersive cultural experiences and holographic technology for museum displays [14][16] - The Shanghai media group demonstrated its advancements in media integration and innovation, with over 800 accounts on third-party platforms and a significant increase in live streaming events [20][22]

Core Insights - Guangdong's cultural industry is expanding globally, leveraging unique cultural elements and advanced technology to enhance its soft power and market reach [1][8] - The success of IPs like "Nai Long" demonstrates the potential for Chinese cultural products to resonate with international audiences, particularly among younger demographics [3][4] - The integration of AI and technology in cultural products is creating new opportunities for innovation and market expansion [9][10] Group 1: Cultural Industry Expansion - Guangdong's cultural products and services account for nearly 40% of China's total cultural exports, reaching over 160 countries and regions [1] - The "Nai Long" IP has successfully penetrated international markets, with products being sold in 57 countries through partnerships with brands like Miniso [6] - The gaming sector in Guangdong has seen significant growth, with overseas revenue reaching 423.6 billion yuan, marking a 9.9% increase [7] Group 2: Technological Integration - The 21st China (Shenzhen) International Cultural Industries Fair showcased the fusion of culture and technology, featuring AI applications like robots performing traditional arts [9][10] - Companies like Shenzhen Ganyin Technology are innovating with smart musical instruments, achieving global sales through platforms like Amazon [10][11] - The rise of AI in cultural products is enhancing the global competitiveness of Guangdong's manufacturing sector, with the AI industry in the province exceeding 220 billion yuan [11] Group 3: Policy Support - Guangdong has introduced a comprehensive policy package to support the cultural industry's high-quality development, emphasizing the importance of international market expansion [13] - The policy includes financial incentives for overseas projects, such as subsidies for micro-short films aimed at international audiences [13]

五月的鹏城，阳光愈发炽热，第二十一届中国（深圳）国际文化产业博览交易会于5月22日至26日在深 圳举办。一件件文艺精品集中亮相、一个个创新成果闪亮发布，一场场推介订货密集上演，引领文化产 业发展风向。记者在这个被誉为"中国文化产业第一展"的文博会上感受到，伴随新一轮科技革命的方兴 未艾，千年文脉在时光的流转中掀起一股澎湃的创新浪潮，蕴藏着勃勃生机的经济社会发展新动能。 文产加速升级 数字创意、微短剧、生成式人工智能应用……本届文博会以"创新引领潮流创意点亮生活"为主题，吸引 超过12万件文化产品、4000多个文化产业投融资项目参展，"科技+文化"持续创新呈现，催生文化新业 态、产业新模式、消费新体验，折射了文化产业的加速升级。 在文博会推出的永乐宫游玩之旅中，记者头戴VR眼镜，可以看到三清殿的琉璃正脊、纯阳殿的青绿山 水画卷，感受"人在画中行，景随步履生"的诗意境界。 科技与文化的深度融合，正推动文化体验从传统的"静态观赏"向"沉浸互动"转变，使文化成为可感知、 可参与、可创造的鲜活存在。同时，科技对文化产业的推动力，已从最初的工具辅助转变为叙事结构与 传播方式的核心驱动。 深圳国际文化产业博览交易会有限公司 ...

除了文化"软实力"，还有科技"硬实力"。能拍摄360°影像和自动隐藏自拍杆的新品运动相机—— Insta360 X5，正是已多次参展的前海企业影石创新科技出品。这款产品吸引不少摄影发烧友专程前来了 解。 此外，今年的新面孔二十四造文化致力于文化创意与数字艺术融合创新，其代表作《了不起的东方神 话》是深圳首个以《山海经》为主题的沉浸式艺术馆；全息时代专注于数字视觉技术与沉浸式互动体 验；川纳智能硬件则以"旧书新生"为核心，现场用科技打造"AI旧书活化展""交互式文化剧场"等沉浸式 互动体验。 同日，前海体育知识产权与赛事资源交易平台揭牌成立。该平台由前海管理局与广东省南方文化产权交 易所合作共建。 【深圳商报讯】（记者范宏韬）位于粤港澳大湾区文化产业创新展的前海展区今年以"文化+科技"为主 题，携手近20家前海文化企业登台亮相；前海体育知识产权和赛事资源交易平台揭牌，"湾区之眼"阅文 书园等多个项目签约，展现前海文化产业发展的新面貌。 今年是前海连续参展的第四年，邀请了望尘科技、德盈商贸（小黄鸭）、第七印象（奶龙）、影石创 新、前海深港青年梦工场等近20家具有代表性的文化企业参展，展示内容涵盖数字创意、文化IP ...

已故的传奇影评人罗杰.伊伯特曾在评价《艾德.伍德》（一部关于电影人的传记电影）时提到，"对于情感奔放、有艺术家性格的人来说，拍电影就好比待 在收容所，满足的只是他们最基本的生理需求。" 显然，近期新片的创作者都并非受这种"生理需求"驱动。因为作为观众看到的只有对爆款的拼贴复制、对情绪的疲劳讨好、对话题的蹭都蹭不到点儿上。 电影人没有自己真正想讲的故事、想说的话了吗？如果说此前对电影市场的惨淡还抱有理解之同情，那看到五一档的内容呈现硬糖君只剩下怒其不争。 陈旧的表达 港片导演的作品过时，已经是一个行业共识。 量产大户邱礼涛近期上映的3部电影，都配备了香港顶级演员。《谈判专家》有吴镇宇、刘青云、刘德华，《海关战线》有谢霆锋、张学友，《猎金·游 戏》有刘德华，但票房最多只能卖1亿。今年春节档票房垫底的两部电影，也是出自两位著名港导之手——徐克与林超贤。 曾经在中国电影产业化道路上跑在最前列的香港导演，如今成为了时代的弃子。他们最擅长的技法，已经成了观众最厌倦的套路。2023年，刘伟强在筹拍 《水饺皇后》的时候，应该已经感受到了行业风向的突变。他在采访透露项目制作资金紧张，找了各路香港朋友帮忙，薛凯琪甚至零片酬出演。 ...

一、行情 三、机构解读 4月28日，玩具、动漫板块集体走强。创源股份一度涨超15%，掌阅科技一度涨停，天舟文化、华立科 技、实丰文化、高乐股份、星辉娱乐、奥飞娱乐等集体走强。 2024年全球潮玩产业处于全球化IP跨区域渗透、品类加速迭代创新、渠道网络生态趋于完善、IP文化逐 步穿透消费代际的历史机遇期。 | 股票名称 | 最新价 = | 涨跌幅, | | --- | --- | --- | | ●: 创源股份 300703.SZ 密集调研 | | | | 公司与知乎和敦煌博物馆达成IP联名合作，分别推出飞鸟集本册产品及敦煌文创系列产 | 15.43 | +7.90% | | 品,后续公司也会积极争取合适的文化IP合作 | | | | 完美世界 002624.SZ 扭亏 ·基金重合 | | | | 公司重视IP布局,积极打造原创IP,并结合外部引入IP,《完美世界》作为公司的原创经 | 13.07 | +6.43% | | 典IP,通过多平台产品的系列化运营,持续为公司贡献业绩;公司手游《诛仙》《黑猫奇 | | | | 闻社》授权IP打造数字沉浸体验中心,包括主题餐饮、互动剧场等多元场景沉浸式体验 | | | ...