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【私募调研记录】正圆投资调研中文在线

Group 1 - The core viewpoint of the news highlights the recent research conducted by Zhengyuan Investment on a listed company, focusing on the growth potential of Chinese online content platforms, particularly in the short drama sector [1] - Chinese Online has adopted a content strategy based on "emotional resonance + social insight," achieving approximately 600,000 daily active users and over 10 million downloads, with nearly 60% of its revenue coming from English-speaking regions [1] - The company has launched over 2,000 short dramas and collaborates with more than ten overseas production companies, with a team of around 350 people [1] Group 2 - The Chinese short drama market is projected to reach a scale of 50.5 billion yuan in 2024 and is expected to grow to 63.43 billion yuan by 2025, indicating significant growth potential [1] - The overseas short drama market is estimated to have a potential value of up to 100 billion USD, suggesting explosive growth opportunities in the coming three years [1] - Chinese Online plans to leverage its "Zhongwen Xiaoyao" AI model to launch ten fully AI-generated works by the end of September 2025 and enhance return on investment (ROI) through the Xiaoyao Iagent system [1]