近日，野村中国互联网证券研究主管史家龙在2025年野村中国投资年会上表示，中国互联网板块的市场 关注点将继续集中在两方面：一是头部互联网平台在人工智能（AI）领域的战略布局与资本投入；二 是国内即时零售赛道的持续竞争态势。 "就即时零售领域的竞争而言，我们预计四季度行业竞争强度将趋于缓和，这有望缓解相关企业在第四 季度及明年因即时零售业务扩张所造成的亏损压力。"史家龙表示，在线娱乐版块，尤其是网络游戏和 在线音乐服务，仍具韧性——作为大众消费者负担得起的娱乐方式，在宏观环境偏弱的背景下仍有望保 持稳健表现。相比之下，长视频业务因为继续受到用户持续向短视频和微短剧迁移的影响，可能继续跑 输其他娱乐细分领域。 ...

11月18日，"活力陶然，聚力共赢"产业赋能招商推介会暨中海金融中心入市发布会在西城区陶然亭街道中海金融 中心举行。 活动现场，西城区发改委、区委宣传部、中关村科技园区西城园管委会、区数据局四大核心部门联合进行了产业 政策宣讲。各部门负责人解读了西城区覆盖全域产业、文化产业、科技创新领域及数据产业的"高质量发展政策组合 拳"，系统性地展示了在西城区投资兴业的独特优势、广阔前景与坚实政策保障，为在场企业提供了清晰的"政策导 航"。 动漫、游戏电竞也在西城区支持的产业范围内。对入选国家级重点项目的动漫作品，根据项目实际投入予以项目 主体资金支持，单个项目支持不超过100万元。支持文化出海，对动漫作品境外版权授权，按年度境外实际授权收入的 10%给予不超过500万元的资金支持。在游戏电竞产业，对申报运营满一年的专业电竞赛事场馆，举办电竞赛事达到50 场次且50%以上场次达到一定规模的（电竞赛事的总奖金达到100万元），给予场馆运营方每年一次性50万元资金支 持。 中关村科技园区西城园管理委员会（北京市西城区科学技术委员会）产业促进科科长曾庆艳介绍了《北京市西城 区促进科技创新及中关村科技园区西城园高质量发展若干措施 ...

另一方面，微短剧的产能持续提升。在我刚进入这个行业时，一部剧从制作到审批还要经历较长周期。 但近年来，以浙江嘉兴为例，政府牵头建设创作基地，提供要素保障、版权保护等全流程服务，助力了 微短剧的生产。这几年里，我们见证行业产能从一个月三五十部，到一个月三五百部；随着AIGC技术 不断成熟，我相信未来月产三五千部也不成问题。 但产能提升绝不意味着可以牺牲内容质量。当前，微短剧行业不缺好故事，缺的是对海外受众认知习惯 的精准把握以及引发情感共鸣的叙事能力。在我看来，微短剧行业已进入"精耕细作"阶段。过去依 靠"简单粗暴"内容就能获得票房的时代已经一去不返，只有把全链路深度运营、多效协同做到极致，才 能赢得市场认可。 为此，我们制定了"中国框架，全球输出"的内容战略——保留中国故事具有文化深度的框架，适配海外 受众的认知逻辑。自2024年起，我们在日本、美国都建立了内容中心。在日本，我们与朝日电视台合 作，推出改编自中国故事的短剧《亿万富翁的离异孙女》，在保留核心剧本的基础上进行本土化调整， 在日本上线第一周就卖出500多万美元。我们还把一些中国本土短剧译制成不同语言版本，也在全球范 围内广受好评。之所以能制作出这些 ...

Core Viewpoint - The forum held in Sichuan focused on the theme of "Artificial Intelligence +, Promoting Systemic Transformation in Media," highlighting the importance of innovation and technology in reshaping media practices and enhancing cultural influence [1]. Group 1: Content Production Model - Mainstream media are reshaping content production by launching high-quality, positive media products around significant national events, utilizing internet language and emotional storytelling to engage younger audiences [1]. - The application of artificial intelligence has expanded the creative themes and distribution channels for cultural products, enhancing user experience through numerous AI-generated works [1]. Group 2: Technological Innovation - Digital intelligence technologies are revolutionizing media content production tools, serving as a key driver for the leap in new media productivity [2]. - Media organizations are developing various intelligent applications to improve the efficiency of media products, creating specialized models and enhancing data classification and supply levels [2]. Group 3: Channel and Terminal Layout - Mainstream media are integrating new media platforms to achieve resource sharing and enhance the effectiveness of fusion development [3]. - The use of third-party traffic platforms is being optimized to increase dissemination power and influence, allowing for more targeted and differentiated media expressions [3]. Group 4: Institutional Innovation - Mainstream media are establishing comprehensive production and dissemination mechanisms to facilitate systemic transformation and enhance their presence in the internet space [4]. - Various regions are implementing systemic reform plans to restructure organizations and optimize evaluation systems, fostering the growth of multi-media talent [4]. Group 5: Cross-Industry Integration - Mainstream media are leveraging institutional and resource advantages to expand diversified operational models, enhancing market competitiveness [5]. - In the realm of news and public service, smart governance platforms and integrated service platforms are being developed to promote intelligent and refined public services [5]. Group 6: International Communication - Mainstream media are constructing a multi-channel, three-dimensional international communication framework, enhancing the effectiveness of international dissemination [7]. - The focus is on innovating narrative methods and adapting to rapid technological advancements to improve international communication efficiency [7]. Group 7: AI Development - Breakthroughs in artificial intelligence are providing strong momentum for the rapid development of mainstream media in the new media sector [8]. - There is a call for a comprehensive AI capability framework to connect traditional businesses with new platforms, fostering a content supply ecosystem aligned with socialist core values [8].

前海冰雪世界、湾区书城、前海石公园等多项文旅项目火爆；前海数字文创园正式揭牌、多部深港合作 影视剧开拍、广东省首次艺术品保税拍卖在前海举槌……今年以来，随着前海文化产业发展提速，一幅 兼具"香港味、国际范、滨海风、现代化、未来感"的文化画卷正在前海湾畔徐徐展开。 数据显示，今年1月至10月，前海规模以上文化、体育和娱乐业营收总额同比增长26%，保持快速发展 态势。为推动文化产业实现更高质量发展，近期，《深圳市前海深港现代服务业合作区管理局关于促进 文化产业高质量发展的若干措施》（以下简称《若干措施》）正式发布，从深港合作、产业发展和文旅 消费3个方向，推出18条创新举措，勾勒出前海发展新图景。 构建文化发展"强磁场" 2021年9月，《全面深化前海深港现代服务业合作区改革开放方案》印发，提出支持前海打造面向海外 市场的文化产品开发、创作、发行和集散基地，稳妥有序扩大文化领域对外开放，建设多种文化开放共 荣的文化交流互鉴平台，打造文化软实力基地。目前，前海已集聚了腾讯天游、腾讯文化传媒、脸萌科 技、雷霆信息、微游互娱等一批聚焦社交娱乐属性的平台企业，拥有蛇口滨海文化创意产业带、F518 创意园等一批文化产业园区 ...

今天分享的是：2026年传媒行业年度策略：AI赋能媒介与内容新叙事 报告共计：51页 2026年传媒行业走向：AI驱动媒介变革与内容新生态 随着2025年步入尾声，2026年作为"十五五"规划的开局之年，被视为传媒行业发展的关键节点。行业报告指出，人工智能技术正以前所未有的深度和广度赋 能传媒产业，推动媒介形态、内容生产与消费模式发生根本性变革。 AI重塑媒介生态，新硬件催生新场景 科技革命往往始于硬件革新。从PC互联网到移动互联网，再到如今的AI时代，媒介形态持续演进。2026年，XR设备、AI眼镜、AI玩具、具身智能等新型硬 件将逐步普及，成为新的流量入口和用户触达方式。这些设备不仅拓展了媒介边界，更通过与文化的深度融合，催生出全新的消费场景和互动体验。 线上媒介方面，长短视频平台格局趋于稳定，短视频月活用户已突破11亿，进入存量竞争阶段。平台竞争焦点从粗放增长转向生态协同与场景拓展，例如阿 里发力即时零售，打破流量与场景壁垒。线下媒介则以电影院线和文旅体验为主，借助AI实现引流与体验升级，例如东方明珠塔通过AI智能体提供智能导 览和互动拍照服务，风语筑则结合AIGC与科幻IP打造沉浸式文旅项目。 内容产 ...

" 欧米伽未来研究所 " 关注科技未来发展趋势，研究人类向欧米伽点演化过程中面临的重大机遇与挑战。将不定期推荐和发布世界范围重要科技研究进展和未 来趋势研究。 （ 点击这里查看广义智能体理论 ） 随着生成式人工智能（Gen AI）的最初喧嚣逐渐平息，全球技术产业正步入一个更为务实却也更为复杂的阶段。德勤（Deloitte）发布的《2026年前沿技 术、智能媒体与通信（TMT）行业预测》报告指出，2026年将是承诺与现实之间差距缩小的一年。虽然围绕AI的炒作声浪将减弱，但使其规模化应用的 枯燥工作——如数据治理、系统集成和合规性建设——将成为行业的主旋律。 德勤认为，如果不发生根本性的变革，TMT行业不仅将超越其他任何单一行业，其体量甚至可能超过所有其他行业的总和。这不仅仅关于芯片或代码， 更在于技术如何渗透至每一条经济毛细血管。报告从人工智能的演进、半导体与地缘政治的纠葛，以及媒体消费模式的剧变三个维度，勾勒出未来一至五 年的产业图景。 从"训练"到"推理"：AI的规模化与代理化转型 2026年，人工智能的发展重心将发生显著转移。德勤预测，全球算力结构将经历一场根本性的倒置：用于"推理"（即运行AI模型以生成 ...

Core Insights - The broadcasting and television industry in China is evolving from a traditional content provider to a key player in the digital economy, significantly contributing to the growth of the real economy [1][5] - The industry is experiencing a transformation through content innovation, technological advancements, and industry integration, which is enhancing consumer experiences and driving economic growth [3][4][5] Content Innovation - High-quality productions are gaining nationwide attention, with the anti-war drama "Our Rivers and Mountains" reaching an audience of 8.81 billion across multiple platforms [2] - The documentary "National Treasure Moments" achieved over 150 million views on its first day, showcasing the effectiveness of premium content creation [2] - The micro-short drama segment is rapidly growing, with 94 micro-short dramas aired by 31 satellite channels in the first three quarters of 2025, achieving three times the viewership of the previous year [2] Technological Empowerment - AI technology is being widely adopted, with 97% of provincial TV stations utilizing it to enhance content quality and production efficiency [3] - Improvements in user experience for cable TV services have led to a resurgence in user numbers, marking the first increase in nearly eight years [3] Industry Integration - The integration of broadcasting with tourism is creating new consumer experiences, as seen in popular tourist destinations where shows like "Dreaming of the Star River" have increased local tourism [4] - The "Super League" events are combining sports with consumer experiences, leading to a 14.63% year-on-year increase in tourism spending during the Dragon Boat Festival [4] - The industry is expanding its reach through various integrations, including broadcasting with sports and live streaming, fostering a comprehensive service chain [4] Economic Impact - In the first half of 2025, the total revenue of the broadcasting and television service industry reached 688.41 billion, a year-on-year increase of 5.24%, with online audio-visual services accounting for 56.8% of the revenue [5] - The industry is playing an increasingly vital role in stimulating domestic demand, boosting consumption, and supporting the real economy, contributing to high-quality economic development [5]

Core Insights - The "Guangzhou Nansha Software and Internet Industry High-Quality Development Conference" was held, marking the establishment of several high-energy platforms and specialized carriers, with 12 quality enterprises signing agreements to settle in Nansha, indicating a significant opportunity for innovation resources in the software and internet industry [1][2] Group 1: Industry Growth - The software and internet industry is increasingly recognized as a core component of the digital economy, playing a crucial role in building a modern industrial system and promoting high-quality economic development [1] - In the first three quarters of the year, Nansha's internet software information technology service industry revenue grew by 23.2% year-on-year, with an expected total revenue of nearly 20 billion yuan for the entire year [1] Group 2: Strategic Development Areas - Nansha has established a game industry cluster and a micro-short drama industry cluster, focusing on these two specialized segments to create a "game research and development innovation highland" and a "game distribution and operation hub" [2] - The development of the software industry in Nansha is supported by the establishment of a software characteristic park, a game industry cluster, and a micro-short drama industry cluster, aiming to create a complementary and collaborative industrial ecosystem for broader development opportunities [2]

Core Insights - The "Blue Book on Media: China Media Industry Development Report (2025)" indicates that the Chinese media industry is expected to maintain a growth trend in 2024, with a total output value reaching 34,344.36 billion yuan, representing an 8.97% year-on-year increase, reflecting a steady and progressive development approach [1][4] Group 1: Industry Growth and Trends - The Chinese media industry is deeply integrated into the development of the digital economy, undergoing significant structural changes in its landscape and communication order [4] - The emergence and convergence of new business formats such as artificial intelligence, micro-short dramas, short videos, and live streaming are driving the collaborative development of various sub-sectors like internet marketing and advertising [4] - The new media forms and industry patterns are continuously expanding the boundaries of the media industry, becoming a major engine for industrial development [4] Group 2: Technological Impact and Recommendations - The widespread application of breakthrough technologies such as generative artificial intelligence, virtual reality, and augmented reality marks 2024 as a "watershed" year for the global entertainment and media industry, pushing it into a phase of comprehensive digital transformation [5] - While empowering industrial development, artificial intelligence also introduces uncertainties regarding intellectual property, security, data privacy, environmental hazards, and ethical issues, posing challenges to business models and the job market [5] - The report suggests that the Chinese media industry should adopt an ecological mindset, constructing new production relationships to adapt to the new productive forces driven by artificial intelligence, while remaining vigilant against excessive digitalization [5] - A balance must be sought between technological innovation and regulatory norms, focusing on key issues such as human-machine collaboration and the protection of human subjectivity [5] - The industry is entering a critical phase of systemic transformation and overall optimization, driven by policy optimization, institutional adjustments, technological breakthroughs, and diverse stakeholders [5]