作者 | 乔悦 编辑 | 江江 值班编辑｜ 宝珠 视觉 | 顾芗 宇宙的尽头是直播带货，连爱奇艺也不例外。 4月23日，在"2025爱奇艺世界・大会"上，CEO龚宇宣布：爱奇艺要做电商了。 不是传统电商，而是"内容电商"——通过剧集、明星、会员资源，把"看内容"和"买东西"结合起来，直 接向观众卖货。 此话一出，引发了颇多爱奇艺的用户不满，有网友觉得又是"割韭菜"。而"通过明星资源"一话，更是引 人想入非非，不少网友问到：以后爱奇艺太子太女要去直播带货了吗？ 爱奇艺"太子太女"，指的是与爱奇艺平台深度捆绑、被平台力捧的艺人，如陈哲远、沈羽洁、曾舜 晞等 人。他们与平台关系匪浅，陈哲远、沈羽洁的经纪公司为爱奇艺旗下直属经纪公司果然娱乐；而曾舜 希、丞磊签约的超级向上，同为爱奇艺旗下公司，企查查显示爱奇艺持有超级向上95%的股份。 爱奇艺"太子太女"，指的是与爱奇艺平台深度捆绑的艺人，如陈哲远、沈羽洁、曾舜 晞等人 龚宇透露，现在直播带货还是试运营状态。现在，打开爱奇艺App，其首页还是以剧集、综艺、体育赛 事等内容为主，直播板块也主要是娱乐节目、体育转播和综艺衍生，很少有直接带货的内容。 除非主动搜索"爱奇艺电 ...

Group 1 - The State Administration for Market Regulation has interviewed major food delivery platforms including JD, Meituan, and Ele.me regarding competition issues in the industry [2] - The platforms are required to comply with various laws such as the E-commerce Law, Anti-Unfair Competition Law, and Food Safety Law, and to enhance internal management and fair competition [2] - The aim is to create a healthy market environment that protects the rights of consumers, platform operators, and delivery riders [2] Group 2 - iQIYI responded to a report indicating that it and 64 other apps were found to be in violation of personal information collection regulations [3] - The version in question was developed by a partner and iQIYI is currently working with them to rectify the issues [3] Group 3 - Honor has confirmed the implementation of a "Eagle Plan" for internal competition for key positions, affecting 38 management roles in China, with 45% of these positions seeing changes [4] - The new AI division has been established, with AI-related R&D designated as a primary department [4] Group 4 - JD Group reported a net revenue of 301.08 billion RMB for Q1 2025, marking a 16% year-on-year increase, with a net profit of 12.8 billion RMB [5] - JD's CEO mentioned that the daily orders for JD's food delivery service are expected to exceed 20 million soon, marking a significant milestone for the business [5] Group 5 - CATL's IPO in Hong Kong has attracted 21 times oversubscription, raising at least 31.01 billion HKD, making it the largest IPO globally in 2025 [5] - The public offering portion received subscriptions totaling 51.7 billion HKD, approximately 48.07 billion RMB [5] Group 6 - Zeekr announced that it has not yet made a decision regarding Geely's proposal to acquire all outstanding shares of Zeekr, which Geely currently holds about 65.7% [5] Group 7 - A new security vulnerability affecting Intel's modern CPUs has been disclosed, impacting all processors from the ninth generation onward, allowing potential data theft from privileged memory areas [5] - Intel has stated that there are currently no known real-world exploits of this vulnerability [5] Group 8 - Mercedes-Benz is reportedly planning to reduce its number of dealerships in China by over 100, with most reductions expected to be completed by 2025 [6] - The decision is driven by the need to address price competition among dealers due to an oversupply of stores [6] Group 9 - The Ministry of Education has issued guidelines prohibiting students from copying AI-generated content for assignments or exams, aiming to regulate AI usage in education [8] Group 10 - The first batch of green electric vehicle owners in China has been established through a pilot program in Shenzhen, promoting the use of green electricity for charging [9]

Core Insights - iQIYI has rebranded its fast version app to "iQIYI Micro Short Drama," becoming the first long video platform in China to launch an independent micro short drama application, responding to the growing demand for "short and refined" video entertainment [1] - CEO Gong Yu highlighted the challenges of long dramas, stating that only 30% to 40% of the 100 dramas produced are profitable, indicating a high risk of loss in the long video segment [3][6] - iQIYI plans to reduce the number of dramas produced and focus on high-quality content, a strategy previously implemented in 2021 to achieve profitability [5][8] Company Strategy - The company aims to adapt to changing viewer preferences by reducing the number of episodes in dramas, with a consensus among major platforms to limit series to 12 episodes if they do not air by the end of the year [8] - iQIYI's introduction of the "Jump Watch" feature is a response to the declining average attention span of users, which has dropped from 2.5 minutes in 2004 to 47 seconds in 2021 [10] - The company is positioning itself to compete with short video platforms by differentiating its offerings, with the iQIYI app focusing on paid long videos and the iQIYI Micro Short Drama app targeting free micro dramas through an ad-based revenue model [12] Industry Context - The long video industry is facing significant challenges, with over 50% of dramas reported to be unprofitable, prompting a shift in strategy among platforms to focus on shorter, more engaging content [12] - The rise of short dramas is seen as a necessary evolution for long video platforms to reclaim user attention lost to social media and short video platforms [10][12] - The competition for user attention has intensified, with the concept of "attention economy" becoming a critical factor in content strategy for video platforms [10]