| 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 诺德股份 | 3天3板 | 10.12% | 09:36 | 固态电池 | | 600110 | | | | | | 湘潭电化 | 首板 | 10.05% | 09:30 | 固态电池 | | 002125 | | | | | | 丰元股份 | 首板 | 10.03% | 09:33 | 固态电池 | | 002805 | | | | | | 海科新源 | 首板 | 20.02% | 09:36 | 固态电池 | | 301292 | | | | | | 科恒股份 | | 11.68% | | 固态电池 | | 300340 | | | | +稀土永 | 归因: 国内首个人形机器人全产业链专业展"2025 杭州 国际人形机器人与机器人技术展览会",将于6月 20-22日在杭州举办。 | 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 凯旺科技 | 首板 | 20.01% | 10:30 | 机 ...

智通财经6月19日电，传媒、游戏、短剧等AI应用股盘中反弹，掌阅科技涨停，新华传媒、值得买、三 七互娱、冰川网络涨超5%，巨人网络、吉比特、电魂网络、元隆雅图、中文在线等跟涨。 AI应用股盘中反弹 掌阅科技涨停 ...

文化传媒板块震荡走高，时代出版（600551）、掌阅科技（603533）涨停，元隆雅图（002878）、读者 传媒（603999）、城市传媒（600229）、读客文化（301025）、南方传媒（601900）等跟涨。 ...

Core Viewpoint - The short drama "Zhe Tian," adapted from a popular novel, is set to premiere on June 20, showcasing a blend of AI technology and live-action visuals to explore new narrative possibilities in the Xianxia genre [1][3]. Group 1: Production and Creative Aspects - "Zhe Tian" is directed by renowned action director Guo Anbang and features young actors Chen Minghao, Zhou Yanzhe, Mai Tong, and Cheng Yijia, depicting the transformation of the protagonist Ye Fan from an ordinary person on Earth to a legendary figure in the Beidou star domain [3]. - The original novel has a vast world view and complex character settings, presenting challenges in adaptation. The production team conducted systematic research on the IP and involved the original creators to ensure fidelity to the main narrative [3][4]. - The production process involved extensive research on content creation, character design, and audience preferences, leading to adjustments in plot pacing and visual presentation to maximize the essence of the original work [3][4]. Group 2: AI Integration in Production - AI technology played a significant role throughout the production, from character design to modeling and rendering, demonstrating its practical capabilities in content creation and technical implementation [4]. - "Zhe Tian" is the first short drama by the company to deeply integrate AI technology with live-action footage, marking an experimental exploration of restructuring content production through technology [4][5]. - The project aims to enhance efficiency and expand creative possibilities in short drama production, contributing to the industry's evolution towards intelligent production systems [5].

暗盘资金正涌入这些股票，点击速看>>> 文化传媒板块走高，元隆雅图（002878）、新经典（603096）涨停，川网传媒（300987）涨超10%，中 文在线（300364）、视觉中国（000681）、掌阅科技（603533）、卓创资讯（301299）、人民网 （603000）等跟涨。 ...

今天分享的是：传媒行业2025情绪价值系列报告之短剧：短剧流水全球高企中小企业有望海外站稳高台 报告共计：19页 全球短剧市场高增长，中小企业海外发展潜力显著 国内市场：红果主导，长视频平台积极转型 2024年下半年起，以红果短剧为代表的独立APP开启高速增长，2025年Q1使用时长同比增长5.5倍。短剧凭借密集的"情绪钩 子"和较高的广告加载率，商业化效率显著。红果短剧的DAU月广告ARPU达29元，超越爱奇艺、芒果等长视频平台的会员 ARPU。国内市场在字节流量高压下，新兴独立短剧APP崛起难度大，但长视频平台如芒果超媒，若能稳住存量用户并拓展短剧 业务，仍有增长机会。此外，盗版对视频板块的分流影响渐增，尤其是付费剧集，需加强管控。 制片方方面，2025年国内新增平台众多，对上游内容尤其是独占内容的争夺激烈，短期将提高制片方的分账比例，提升利润 率，但长期平台仍具更高议价权。 海外市场：竞争格局更优，中小企业有望成寡头 海外市场呈现收入高增长与风险系数降低的平衡态势。头部平台如Reel Short所属的枫叶互动，2024年已实现净利润791万元，随 着平台进入稳定期，利润增长可期。字节旗下的Melolo上 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： 本次利润分配方案经公司2025年5月12日的2024年年度股东大会审议通过。 二、分配方案 1.实施办法 无限售条件流通股的红利委托中国结算上海分公司通过其资金清算系统向股权登记日上海证券交易所收 市后登记在册并在上海证券交易所各会员办理了指定交易的股东派发。已办理指定交易的投资者可于红 利发放日在其指定的证券营业部领取现金红利，未办理指定交易的股东红利暂由中国结算上海分公司保 管，待办理指定交易后再进行派发。 1.发放年度：2024年年度 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分公司（以下简 称"中国结算上海分公司"）登记在册的本公司全体股东。 3.分配方案： 本次利润分配以方案实施前的公司总股本438,896,835股为基数，每股派发现金红利0.10元（含税），共 计派发现金红利43,889,683.50元（含税）。 三、相关日期 ■ 四、分配实施办法 2.自行发放对象 无 3.扣税说明 （1）对于持有公司无 ...

证券代码：603533 证券简称：掌阅科技 公告编号：2025-028 掌阅科技股份有限公司 2024年年度权益分派实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 每股分配比例 A 股每股现金红利0.10元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/9 | － | 2025/6/10 | 2025/6/10 | 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3.分配方案： 本次利润分配以方案实施前的公司总股本438,896,835股为基数，每股派发现 金红利0.10元（含税），共计派发现金红利43,889,683.50元（含税）。 差异化分红送转： 否 一、通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 12 日的2024年年度股 ...

传媒 2025 年 06 月 02 日 投资评级：看好（维持） 行业走势图 0% 14% 29% 43% 传媒 沪深300 -29% 2024-06 2024-10 2025-02 数据来源：聚源 相关研究报告 《AI 社交应用不断推新，IP 产业资本 化、多元化加快 — 行 业 周 报 》 -2025.5.25 《多模态 AI 继续迭代，IP 产业资本化 或加快—行业周报》-2025.5.18 《AI 视频生成模型持续开源，关注游 戏、综艺上新—行业周报》-2025.5.11 模型与应用再升级，新游表现亮眼，继续布局 AI、IP ——行业周报 | 方光照（分析师） | 田鹏（分析师） | | --- | --- | | fangguangzhao@kysec.cn | tianpeng@kysec.cn | | 证书编号：S0790520030004 | 证书编号：S0790523090001 | tianpeng@kysec.cn 证书编号：S0790523090001 DeepSeek-R1 再升级，社交/出版/电商等领域 AI 应用不断推新，继续布局 AI 5 月 29 日，新版 DeepSeek-R ...

Investment Rating - The report maintains a "Positive" outlook for the media industry in China [5] Core Insights - The short drama sector is experiencing significant growth globally, with opportunities for small and medium enterprises to establish a strong presence overseas [3][10] - The domestic market is dominated by the "Red Fruit" platform, which has seen a dramatic increase in user engagement and advertising revenue, surpassing traditional long-video platforms [8][31] - The competition landscape is shifting, with traditional long-video platforms adapting to include short dramas to retain users and counter the rise of independent short drama apps [13][37] Summary by Sections Domestic Market - The short drama app usage time increased by 442% year-on-year in Q1 2025, indicating a robust growth trajectory [17] - The regulatory changes in 2024 allowed more platforms to gain self-review permissions, leading to a surge in short drama content availability [20][21] - The advertising revenue per user (ARPU) for short drama platforms like "Red Fruit" has reached 29 yuan per month, exceeding that of long-video platforms [31][32] Overseas Market - The overseas market presents a favorable environment for small and medium enterprises, with a balanced risk-reward scenario for short drama platforms [10][12] - Companies like "Maple Leaf Interactive" and "Drama Box" are positioned to become leading players in the overseas short drama market [12] - The report highlights that the competition from ByteDance's Melolo in Southeast Asia has not yet matched the growth of established platforms, indicating potential for smaller companies to thrive [10][12] Investment Recommendations - For the overseas market, the report suggests focusing on companies like "Chinese Online," "Kunlun Wanwei," and "Zhangyue Technology" due to their potential to become market leaders [3][12] - In the domestic market, traditional platforms like "Mango Super Media" are recommended for their stable user base and potential for growth in short drama offerings [13][37] - The report anticipates that the profitability of production companies will improve in the short term due to increased revenue sharing from platforms competing for exclusive content [3][13]