Education, Culture & Travel · 16.4

Film & Entertainment

Quantified news impact based on deduplicated, quality-reviewed events in a single 20-day window.

Average net impact+14weighted per event

Average gross impact14absolute weighted average

Events21same period

Confidence72%model average

Raw intensity50before weighting

Previous period0net impact

Gross changeInsufficient base

Diffusion speed1.1 / day

Concentration7%

Direction disagreement3%

Source independence99%13 sources

IMPACT TREND

20-day effective impact

Positive 17 · Negative 1 · Mixed 3

+180-18

15 Jul0 events

16 Jul0 events

18 Jul0 events

20 Jul0 events

21 Jul0 events

23 Jul2 events

25 Jul0 events

26 Jul7 events

+12

28 Jul8 events

+18

30 Jul3 events

31 Jul0 events

+15

2 Aug1 event

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact

Short term33%100 cumulative effective impact

Medium term61%185 cumulative effective impact

Long term6%17 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 1 of 3 · 21 events

Macro4

Macro30 Jul, 16:02positive

Politburo Prioritizes Service Trade Expansion; Jan-May 2026 Trade Up 6% to 3.1 Trillion Yuan

The Political Bureau of the CPC Central Committee met on July 30 to analyze the economic situation and deploy work for the second half of the year. It called for expanding international trade cooperation and vigorously developing service trade. According to Ministry of Commerce data, China's total service trade imports and exports reached 3.09948 trillion yuan in the first five months of 2026, up 6% year-on-year. Exports rose 15.9% to 1.23046 trillion yuan, while imports edged up 0.4% to 1.86902 trillion yuan, narrowing the deficit to 638.56 billion yuan. The 2025 full-year service trade totaled 8.08231 trillion yuan, up 7.4%.

Effective: +28
Intensity: 65
Confidence: 75%
Horizon: Medium term

Macro30 Jul, 15:36positive

Politburo Meeting Calls for Expanding Quality Supply to Unlock Service Consumption Potential; 2025 Services

China's Politburo on July 30 outlined second-half economic work, emphasizing adaptation to diverse consumption needs, expansion of quality supply, and tapping service consumption potential. Data shows 2025 services value added reached RMB 80.9 trillion, accounting for 57.7% of GDP, with services' contribution to economic growth rising to 61.4% from 55.1% in 2020. First-half 2025 retail sales grew 2.7% year-on-year, while service retail sales rose 5.3%. Officials pledged to boost supply in culture, tourism, sports, and promote integrated development to drive consumption. The outlook for consumption remains positive, supported by a large population, growing middle-income groups, and per capita GDP nearing high-income country levels.

Effective: +23
Intensity: 58
Confidence: 70%
Horizon: Short term

Macro28 Jul, 06:55positive

China Retail Sales Up 1.3% in H1 2026, New Energy Car Penetration Over 54%, State Council Approves 60 Trillion

In the first half of 2026, China's total retail sales of consumer goods grew 1.3% year-on-year, while the broader measure including services rose 2.7%. Service retail sales increased 5.3%, outpacing goods. New energy passenger vehicle penetration exceeded 54%, reaching 62.4% in the second quarter. The State Council approved a plan targeting total retail sales of consumer goods of RMB 60 trillion by 2030.

Effective: +22
Intensity: 58
Confidence: 73%
Horizon: Medium term

Macro24 Jul, 08:00positive

China Approves Consumption Expansion Plan, Targets 60 Trillion RMB Retail Sales

The State Council has approved the 15th Five-Year Plan for expanding consumption, the first national-level special plan for the sector. It targets total retail sales of consumer goods of about 60 trillion RMB by 2030, with service consumption as the core driver. The plan prioritizes improving service consumption quality and affordability. In 2025, service retail sales grew 5.5% year-on-year, outpacing goods retail sales by 1.7 percentage points. Per capita service consumption expenditure accounted for 46.1% of total consumption, reaching about 60% in first-tier cities like Beijing and Shanghai. The plan also aims to boost consumption capacity through employment, income, and social security measures.

Effective: +17
Intensity: 60
Confidence: 80%
Horizon: Long term

Industries6

Industries3 Aug, 14:00positive

China's H1 2026 GDP Rises 4.7% to RMB 69.57 Trillion; Summer Tourism Promotions Launched

China's first-half 2026 GDP reached RMB 69.57 trillion, up 4.7% year on year, with the tertiary sector adding RMB 41.37 trillion, up 5.2%. To boost summer consumption, regions nationwide launched cultural tourism activities, including Guizhou's cool-climate retreats, Sanya's island stamp-collection tours, Chongqing's night-time performances, and Heilongjiang's 100-day summer escape initiative. Shaoxing, Shenzhen, Zhengzhou, and Ordos also introduced themed events, immersive experiences, and traditional cultural offerings to attract visitors and stimulate spending.

Effective: +33
Intensity: 60
Confidence: 75%
Horizon: Short term

Industries28 Jul, 09:05positive

2026 Xiang Super League Opener Draws 37,000 Fans; State Council Sets 7 Trillion Yuan Sports Goal by 2030

The 2026 Xiang Super League opener in Changsha drew over 37,000 fans, highlighting the rising popularity of provincial football leagues such as Yue Super and Su Super. During the 2025 May Day holiday, Su Super events drove 37.6 million tourist visits to key scenic spots in Jiangsu, up 7.2% year-on-year, and 43 billion yuan in tourism consumption, up 6.7%. In August 2025, the State Council issued guidelines targeting a sports industry total value exceeding 7 trillion yuan by 2030, with provinces like Jiangsu, Guangdong, and Hubei introducing supporting policies.

Effective: +24
Intensity: 65
Confidence: 80%
Horizon: Medium term

Industries27 Jul, 10:20positive

AI Comic Drama Market: 22 Billion Yuan in Jan-May 2026, Full-Year Seen at 40 Billion, Users to Reach 700

The AI comic drama market in China reached 22 billion yuan in the first five months of 2026, with a full-year forecast of 40 billion yuan. The user base is expected to hit 700 million by 2027. The content format sits between short video and long drama, and creation combines user-generated and professionally generated content. AI tools are democratizing creation, and a one-stop AI comic drama creation platform is in demand.

Effective: +23
Intensity: 75
Confidence: 80%
Horizon: Medium term

Industries30 Jul, 19:48positive

Shanghai’s Cultural Tourism Market Sees Visitor and Spending Growth, Inbound Tourism Rebounds in H1 2026

Shanghai’s cultural tourism market recorded 313 million visitor trips in the first half of 2026, up 17.6% year-on-year, with total spending reaching RMB 543.3 billion, an increase of 8.75%. Inbound visitors surged to 5.31 million, up 27.82%, driven by strong growth from Russia, South Korea, and the US. The cruise sector handled 744,000 passenger entries, accounting for 74.2% of the national total. Silver tourism spending grew more than sevenfold, reaching RMB 55.7 million.

Effective: +20
Intensity: 50
Confidence: 75%
Horizon: Short term

Industries27 Jul, 11:40positive

Shanghai No.1 Department Store Turns 21 Theaters, Young Customers Rise to 35%, Retail Sales Up 10%

Shanghai No. 1 Department Store has transformed its C block into a theatrical hub with 21 small to medium theaters, following 2019 city standards for new performance spaces. Young customers now account for 35% of shoppers, up from a previous majority aged 35-55. Retail sales grew 10% and profit rose by double digits. The theater-driven model, including late-night shows and dining, boosted nearby restaurant revenue by over 20%.

Effective: +19
Intensity: 70
Confidence: 75%
Horizon: Medium term

Industries29 Jul, 21:16positive

NRTA Announces First Batch of 16 Micro-Drama Projects Under 'Five-One Batch' Plan

China's National Radio and Television Administration (NRTA) announced the first batch of 16 proposed support projects under the 'Five-One Batch' project of its Premium Micro-Drama Creation and Communication Plan. The list, released on July 28, 2026, includes 'The Year of the Rabbit: The Long March Side Story,' the only project from Chengdu. The original animation series has amassed over 3.3 billion views online and 18 billion comic views, with Douyin topics exceeding 125 billion. The selection coincides with the 90th anniversary of the Long March in 2026.

Effective: +17
Intensity: 50
Confidence: 80%
Horizon: Medium term

Companies0

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