影视院线板块盘初走弱，中国电影、横店影视、博纳影业触及跌停，光线传媒、幸福蓝海跌超15%，金 逸影视、万达电影、上海电影、欢瑞世纪、华策影视跟跌。 ...

中国网络视听协会微短剧工作委员会发布《关于保障微短剧行业演职人员合法权益的自律公约》提出， 约定留痕确权责。用工前双方应协商并以纸质或线上图文视频等形式明确工作内容、工作时长、薪酬标 准、支付周期及方式、违约责任及赔偿等权责内容，做到可核查可追溯。按时足额付薪酬。用工方应按 约定按时、足额支付演职人员劳动报酬。鼓励积极推行人工费用分账管理、设立薪酬保证金账户、建立 薪酬垫付保障机制等措施，从源头堵住"欠薪漏洞"。合理规划制作节奏，不安排"超长待机""连轴转"等 透支式工作，保障演职人员休息时间。首批签署单位共38家，包括爱奇艺、百度时代网络技术（北京） 有限公司、北京笔墨留香科技有限公司（红果短剧）、哔哩哔哩、湖南风芒传媒有限公司、快手等。 关于保障微短剧行业演职人员合法权益的自律公约 微短剧行业的蓬勃发展离不开每一位演职人员的辛勤付出。为更好保障从业人员合法权益，规范行业用 工行为，营造健康有序的行业生态，中国网络视听协会微短剧工作委员会向所有微短剧演职人员、用工 单位、剧组、制作机构、摄制基地、播出平台发出以下自律倡议： 1.约定留痕确权责。用工前双方应协商并以纸质或线上图文视频等形式明确工作内容、工作时 ...

【大河财立方消息】2月24日，A股影视院线板块盘初走弱，中国电影、横店影视、博纳影业触及跌 停，光线传媒跌近20％，幸福蓝海跌超15%，万达电影、上海电影、欢瑞世纪、华策影视等跟跌。 | | 名称 | 涨幅◆ | 现价 | 4分钟涨速 | 大单净额 | | --- | --- | --- | --- | --- | --- | | 1 | 光线传媒 | -19.91% | 21.80 | +0.09% | -2.39亿 | | 2 | 實禮聖 | -16.31% | 20.58 | -0.58% | +319.08万 | | 3 | 博纳影业 | -10.02% | 11.49 | +0.00% | +1132.68万 | | 4 | 横店影视 | -10.00% | 31.41 | +0.00% | +375.35万 | | 5 | 金逸影视 | -9.98% | 11.09 | +0.00% | -85.92万 | | 6 | 中国电影 | -9.97% | 16.70 | +0.00% | +491.25万 | | 7 | 下海曲影 | -9.50% | 29.43 | -0.20% | +1076.7 ...

股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：山上 A股市场影视动漫股跌幅进一步扩大，其中，光线传媒20CM跌停，幸福蓝海跌近18%，博纳影业、横店影 视、中国电影、金逸影视10CM跌停，上海电影、万达电影逼近跌停，欢瑞世纪、捷成股份跌超7%，华策 影视跌超5%。 | | | | | 影视动漫板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 | 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | 1 | 300251 | 光线传媒 | 1 | -19.99 | 639亿 | 32.97 | | 2 | 300528 | 幸福临海 | Î | -17.89 | 75.23 Z | -2.89 | | 3 | 001330 | 博纳影业 | 1 | -10.02 | 158亿 | 51.18 | | 4 | 603103 | 横店影视 | 1 | -10.00 | 199亿 | 89.45 | | 5 | 002905 | 金逸影视 | 演 | -9.98 | 41.73亿 | -1.86 | | 6 | 60 ...

AI语料板块大幅调整，掌阅科技跌停，中文在线跌超10%，视觉中国、上海电影、人民网、读客文化、 华策影视、捷成股份等跟跌。 ...

（文章来源：每日经济新闻） 每经AI快讯，2月24日，影视院线板块盘初走弱，中国电影、横店影视、博纳影业触及跌停，光线传 媒、幸福蓝海跌超15%，金逸影视、万达电影、上海电影、欢瑞世纪、华策影视跟跌。 ...

Investment Rating - The report maintains a strong buy rating for the media industry, indicating a positive outlook for investment opportunities in the AI video sector [2]. Core Insights - The AI video generation technology is evolving rapidly, transitioning from GAN to DiT architectures, which are crucial for advancing towards AGI. This evolution is expected to significantly enhance the capabilities of AIGC (AI-Generated Content) [3][9]. - The global AI video generation market is projected to reach $296 million by 2026, with a year-on-year growth of 35.16%. The industry is exploring both consumer (C-end) and business (B-end) revenue models, with significant advancements in commercial applications expected in the near future [3][4]. Summary by Sections 1. Video Generation Evolution - Video generation integrates multiple modalities, including text, images, and audio, which enhances its complexity and expressiveness, representing the upper limit of AIGC capabilities [7]. - The technology has progressed from early GAN models to the current DiT architecture, marking a significant turning point in the industry with the introduction of models like OpenAI's Sora [9][25]. 2. Technical Progress - Current AI video generation models can produce short segments that approach professional production quality, with resolutions supporting 1080p and frame rates reaching 30fps. However, challenges remain in generating longer videos and maintaining physical realism [34][36]. - The emergence of world models is anticipated to address existing limitations in video generation, potentially leading to a new phase of technological advancement [33]. 3. Commercialization Progress - The AI video generation market is expanding rapidly, with both consumer and business segments progressing simultaneously. The C-end focuses on subscription models, while the B-end primarily utilizes APIs for applications in advertising and e-commerce [3][4]. - The industry is witnessing a shift towards integrating AI capabilities into film production, with significant projects already generating substantial revenue, such as Utopai's projects totaling approximately $110 million [3][4]. 4. Core Beneficiaries - Key companies benefiting from this trend include technology firms with proprietary algorithms, content providers with extensive asset libraries, and platforms actively integrating AI into marketing strategies [4].

Core Viewpoint - The film and entertainment sector is experiencing a decline, with major stocks such as Light Media falling over 10%, China Film dropping more than 7%, and Huace Film decreasing over 4% [1] Group 1: Stock Performance - The film ETF has decreased by over 3%, with specific ETFs showing declines of 3.84% and 3.88% respectively [2] - Light Media's stock price fell significantly, reflecting broader market trends in the film industry [1] Group 2: Market Outlook - Analysts suggest that the upcoming Spring Festival will catalyze the film sector, with multiple films already scheduled for release in 2026 [2] - The diversity of themes and strong star lineups for this year's Spring Festival films are expected to positively influence market sentiment [2] - Seasonal demand for entertainment consumption during the Spring Festival is anticipated to provide a boost to the sector [2]

Group 1 - The stock prices of Jin Yi Film and Hengdian Film both hit the daily limit down, indicating significant market sell-off [1] - Happiness Blue Sea and Huayi Brothers experienced declines of over 10%, reflecting negative investor sentiment [1] - Huace Film and Television, Zhejiang Cultural Industry, and Beijing Culture saw drops exceeding 7%, further highlighting the downturn in the film and television sector [1]

Group 1 - The Guzi Economic Index experienced a decline of 2% during intraday trading, indicating a broad downturn among constituent stocks [1] - Hengdian Film and Television hit the daily limit down, while Huayi Brothers, Huace Film & TV, and Baiana Qiancheng all fell over 9%, and Zhejiang Wenyi dropped more than 8% [1]