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港股异动 | 阅文集团(00772)再涨超5% 漫剧赛道进入高景气周期 公司四大举措布局漫剧生态
智通财经网·2025-10-27 07:08

Core Viewpoint - The article highlights the significant growth potential of the AI comic drama sector, with a projected market size exceeding 20 billion in 2025, driven by technological advancements and global expansion [1] Company Summary -阅文集团's stock has increased by over 5%, currently trading at 41.26 HKD with a transaction volume of 307 million HKD [1] - The company is actively expanding into the AI comic drama space, launching four major initiatives to enhance its ecosystem, including the release of 100,000 premium IPs and the establishment of a 100 million RMB creative fund [1] -阅文集团's CEO announced the upgrade of the "Creative Partner Program" at the 2025 Creative Conference, indicating a strategic shift towards the comic drama sector [1] - The company has already achieved significant viewership, with 30 of its comic drama productions surpassing 10 million views, and several titles exceeding 100 million views [1] Industry Summary - The AI comic drama sector is experiencing a compound monthly growth rate of 83%, with over 3,000 productions expected in the first half of 2025, resulting in a revenue scale increase of 12 times [1] - The overall market for AI comic dramas is anticipated to exceed 20 billion in 2025, indicating a robust growth trajectory [1] - 中航证券 emphasizes that the AI comic drama industry is entering a golden development period, driven by technological breakthroughs, surging demand, and accelerated international expansion [1]