根据谅解备忘录，订约方同意基于集团所拥有的Nova电子竞技俱乐部团队及其选手的故事，作为独家 IP，合作开发一系列AI漫剧，预期将涵盖选手职业生涯精华、团队奋斗、个人成长故事及电竞文化精神 等主题。此项合作旨在凭借订约方各自的资源，透过结合人类创造力及AI生成技术，以AI漫剧形式呈 现电竞IP精神，继而推广Nova电子竞技俱乐部的品牌及通过AI+IP提升集团业务增长动力。 帝国科技集团(00776)发布公告，本年内漫剧行业市场规模快速增长。伴随着AI市场底层算力的提升， AI视频大模型的技术迭代，使得AI漫剧这个市场应用场景获得了快速增长。不仅是质量上堪比以往数 字电影的CG效果，更使得制作效率指数级提升，制作成本单位级下降。反过来，AI漫剧将创造一个新 的千亿级市场由此可以反向拉动AI基础建设，形成螺旋上升的良性趋势，重塑IP产业格局。集团一直致 力于游戏，电竞及算力存储等相关业务，于2025年10月31日，公司与光合星云(深圳)文化传媒有限公司 (光合星云)订立谅解备忘录。 光合星云为国内AI电影及电视剧内容制作的先驱兼龙头公司。自2021年起，光合星云一直在将AI应用 于电影及电视剧内容制作方面走在前沿 ...

集团一直致力于游戏，电竞及算力存储等相关业务，于2025年10月31日，公司与光合星云(深圳)文化传 媒有限公司订立谅解备忘录。根据谅解备忘录，订约方同意基于集团所拥有的Nova电子竞技俱乐部团 队及其选手的故事，作为独家IP，合作开发一系列AI漫剧，预期将涵盖选手职业生涯精华、团队奋斗、 个人成长故事及电竞文化精神等主题。此项合作旨在凭藉订约方各自的资源，透过结合人类创造力及 AI生成技术，以AI漫剧形式呈现电竞IP精神，继而推广Nova电子竞技俱乐部的品牌及通过AI+IP提升集 团业务增长动力。 格隆汇10月31日丨帝国科技集团(00776.HK)公告，本年内漫剧行业市场规模快速增长。伴随着AI市场底 层算力的提升，AI视频大模型的技术迭代，使得AI漫剧这个市场应用场景获得了快速增长。不仅是质 量上堪比以往数字电影的CG效果，更使得制作效率指数级提升，制作成本单位级下降。反过来，AI漫 剧将创造一个新的千亿级市场由此可以反向拉动AI基础建设，形成螺旋上升的良性趋势，重塑IP产业格 局。 ...

A股今日（10月31日）再度下探，创业板指跌超2%，北证50指数逆市拉升；港股亦走低，恒生指数跌 逾1%，恒生科技指数跌超2%。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 具体来看，A股三大股指盘中震荡下行，尾盘加速下探。截至收盘，沪指跌0.81%报3954.79点，深证成 指跌1.14%报13378.21点，创业板指跌2.31%报3187.53点，科创50指数跌超3%，北证50指数涨1.89%， 沪深北三市合计成交23501亿元，较此前一日减少1145亿元。 | 代码 | 名称 | � | 涨幅% | 现价 | 涨跌 | 买价 | 卖价 | 总量 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 300071 福石控股 | | | 20.09 | 5.08 | 0.85 | 5.08 | | 133.97 | | 688095 福昕软件 | | K | 20.00 | 107.40 | 17.90 | 107.40 | | 105661 | | 688615 合合信号 | | K | 14.14 | 216 ...

今天上午，科技股和非科技股再现"跷跷板"效应。 算力和半导体产业链调整，新易盛、工业富联、澜起科技等个股大跌；新能源、医药、大消费、AI应用等板块上涨。三六零、药明康德、恒瑞医药、泸 州老酒、金龙鱼、天赐材料、恩捷股份等龙头股上涨，其中，锂电龙头恩捷股份开盘拉升，用时仅2分钟，股价涨停。 | 恩捷股份 | | | | | | --- | --- | --- | --- | --- | | 002812 融 深股通 L1 | | | | | | 间 48.52 | 48.52 市值 469.75亿 量比 | | | 2.35 | | 44.20 (HE | | 流通 392.30亿 换 | | 4.40% | | 4.41 10.00% 十 44.20 | | 市盈 ™ 亏损 额 | | 17.12亿 | | 恩捷转债 127.714 停牌 - 溢价率 -- | | | | | | 同在顺 异动解读： 固态电池 + 隔膜龙头 + 海外大单 ... 席语 | | | | | | 分时 日K 周K 月K | | 王日 更多。 | | | | 均价: 48.16 最新: 48.52 4.41 10.00% | | | ...

招商证券表示，展望下一阶段的AI视频，其对影视、游戏、IP等行业的赋能作用将进一步凸显，产品形态与各类商业变现路径将更为清晰。 今天上午，科技股和非科技股再现"跷跷板"效应。 算力和半导体产业链调整，新易盛、工业富联、澜起科技等个股大跌；新能源、医药、大消费、AI应用等板块上涨。三六零、药明康德、恒瑞医药、泸 州老酒、金龙鱼、天赐材料、恩捷股份等龙头股上涨，其中，锂电龙头恩捷股份开盘拉升，用时仅2分钟，股价涨停。 截至上午收盘，上证指数下跌0.63%，深证成指下跌0.62%，创业板指下跌1.49%。 | AI应用板块上涨 | | --- | | 今天上午，AI应用方向走强，Sora概念、AI语料、智谱AI等板块涨幅居前。 | | 易点天下 融 301171 | 31.17 | 7.22% - | 116亿 | | --- | --- | --- | --- | | 华策影视 ■ 300133 | 7.86 | 6.07% | 127亿 | | 值得买 创 300785 | 35.88 | 5.72% 43.9亿 | | | 吉视传媒 融 601929 | 3.72 | 5.68% | 130亿 | | 人气龙 ...

消息面上 新华财经北京10月31日电（罗浩）沪深两市三大股指10月31日早间普遍微幅低开。沪指在未回补与上一 交易日缺口的情况下震荡下行，深成指和创业板指盘初下探后出现较大幅度反弹，盘中波动下行，至午 间收盘时主要股指均显著下跌。 开盘时，贵金属、海南自贸区、免税店等板块涨幅靠前，培育钻石、稀土永磁、存储芯片等板块跌幅靠 前。开盘后，钠电池、固态电池、互联网、Sora概念、免疫治疗、创新药、分散染料、科创成长层等板 块显著上涨，短剧游戏、数字货币、工业软件等板块在盘中持续攀升。至午间收盘时，Sora概念、短剧 游戏、小红书概念涨幅靠前，通信设备、培育钻石、半导体板块跌幅靠前。 至午间收盘时，上证指数报3961.62点，跌幅0.63%，成交额约6971亿元；深证成指报13447.94点，跌幅 0.62%，成交额约8596亿元；创业板指报3214.48点，跌幅1.49%，成交额约3941亿元；科创综指报 1655.89点，跌幅0.71%，成交额约1778亿元；北证50指数报1606.61点，涨幅3.43%，成交额约227亿 元。 机构观点 中信建投：伴随上市公司三季报披露完毕，美联储如期降息，整体宏观环境、流动性 ...

近期，AI漫剧这一新兴赛道在资本市场引发高度关注。 根据券商中国记者统计，在10月24日至10月28日短短5天内，至少有10家券商密集发布研报，一致看好AI漫剧 的发展前景。 华源证券则指出，AI漫剧是AI重构内容生产范式的起步。其"大模型改编→工业化流程制作"的新模式，效能显 著提升，综合成本大幅降低，未来有望替代中低成本的动态漫、动画及部分短剧市场。同时，AI漫剧也更容 易获得流量扶持。 10人团队45天完成50集 机构认为，AI驱动漫剧市场加速发展，今年全年漫剧市场流水规模有望达到短剧的1/3。 5天10家机构发研报 根据开源证券研报，漫剧是以漫画视觉语言为基础，结合短剧的叙事节奏和情绪表达，通过动态化呈现方式所 创作的视频内容，其以竖屏短视频为主要形式，非常适合当下的碎片化阅读与快速传播场景。 从数据来看，今年以来漫剧市场爆发。据巨量引擎最新数据，2025年4—7月，漫剧供给量、播放量及点赞量分 别以83%、92%、105%的月度复合增长率高速增长。近半年累计上线作品达3000部，环比增长高达603%，市 场规模预计年内将突破200亿元。 产业巨头的加速入局更是添了一把火。阅文集团于10月16日宣布， ...

Core Insights - The emergence of AI-generated short dramas is transforming the content production landscape, with significant market responses observed for titles like "奶团太后三岁半" and "九尾狐男妖爱上我" [1][6] - AI-generated short dramas have the potential to disrupt traditional production methods, although they are still in the exploratory phase compared to AI animated dramas [1][18] - The market for AI-generated short dramas is expected to grow significantly, with projections indicating a market size of 634.3 billion yuan by 2025 [18] Group 1: Market Response and Trends - Recent AI-generated short dramas have achieved over 200 million views, indicating strong audience interest [1][6] - The genre is still relatively new, with audience reactions ranging from curiosity to acceptance as AI content becomes more prevalent [2][3] - The AI short drama market is characterized by a focus on female-oriented themes, contrasting with the male-dominated AI animated drama sector [6][7] Group 2: Production Efficiency and Cost Reduction - AI-generated short dramas can significantly reduce production costs, with examples showing costs dropping from tens of thousands per minute to around 10,000 yuan for entire projects [11][9] - The production process has been streamlined, allowing small teams to create content that traditionally required larger crews and longer timelines [9][11] - The use of AI tools enables rapid content creation, with some projects completed in as little as two weeks [11] Group 3: Industry Participation and Competition - Major platforms like iQIYI and Tencent are actively investing in AI short drama competitions to attract talent and innovate in this space [13][14] - Traditional media companies, including TVB, are also exploring AI-generated content to rejuvenate their offerings [14][17] - Technology companies are developing platforms to facilitate AI short drama creation, aiming for a "one-click" production process [17] Group 4: Content Quality and Challenges - Despite technological advancements, there is a concern that AI-generated content may lack depth in storytelling and character development [21][22] - The industry needs to balance technical innovation with narrative quality to avoid viewer fatigue and ensure engaging content [21][22] - The potential for diverse themes exists, but the current focus remains limited, indicating a need for broader creative exploration [19][21]

抖音力推AI漫剧登上热门推荐位当抖音把AI漫剧推上热门流量池，阅文抱着IP库追着AI团队合作，某MCN靠AI漫剧单账号日入十万直接晒出截图—— 这个被AI撕开大口子的赛道，正在上演比三年前霸总短剧更疯的"抢钱"狂欢。 作为一家专注AI本土应用的研究院，未可知团队扎进AI漫剧一线，扒了近百家AI漫剧供应商的底——从剧本生成到分镜画稿，从角色动效到语音合成， 把这条被"价格屠夫"掀翻的产业链拆了个明白。 结论就一句话： AI漫剧不是待爆风口，是已经炸了的火药桶 ，赚钱速度比你想的霸总短剧野十倍。 机会面前，有人看看而已，有人永攀高峰。 —— 达 · 芬奇 成本砍到脚脖子！AI把漫剧做成"奶茶价"生意 三年前做漫剧还是"贵族玩法"，每分钟成本随便飙到800-1200元，光画师画分镜就占了六成成本。 01 但现在你去深圳龙岗的工作室看看：刚毕业的大学生靠AI工具，一天就能捣鼓出50分钟漫剧素材，单分钟成本直接压到 20-50元 ——这价儿，还没一杯 网红奶茶贵！ 这波成本"大跳水"，全靠AI对漫剧制作流程的"降维打击"，每一步都在省真金白银： • 剧本端 ：过去需要编剧团队打磨一周的剧情，现在用大模型输入"重生+复仇 ...

Core Insights - The report emphasizes the importance of high-quality development and technological self-reliance as key goals for the upcoming "15th Five-Year Plan" period, projecting a market space increase of approximately 10 trillion yuan over the next five years [6][7][8] - The retail banking sector is experiencing a manageable level of risk despite rising non-performing loan rates, with a focus on credit de-collateralization strategies [17][19][20][22] - The food and beverage industry shows mixed performance, with companies like Fuling Zhacai maintaining steady growth while others like Qiaqia Foods face short-term operational pressures [35][41] Macro Economic Overview - The "15th Five-Year Plan" aims for significant advancements in high-quality development, technological independence, and comprehensive reforms, with a focus on enhancing the quality of key industries [6][7] - Recent monetary policy discussions highlight the need for a stable and effective monetary policy framework to support financial market stability [7][8] Retail Banking Sector - Retail non-performing loan rates are high, but risks are considered manageable due to supportive policies and the nature of retail loans [19][20] - The transition period for new risk regulations is approaching its end, which may lead to an increase in reported non-performing loans for some banks [20][22] - The trend of de-collateralization in retail banking is evident, with banks shifting towards non-collateralized loans to mitigate risks [21][22] Food and Beverage Industry - Fuling Zhacai reported a steady revenue growth of 1.8% year-on-year for the first three quarters of 2025, with a focus on expanding product lines and market channels [35][36][38] - Qiaqia Foods experienced a significant decline in revenue and profit, with a 5.9% drop in Q3 revenue and a 72.6% decrease in net profit, attributed to increased competition and rising costs [41][43] - The overall food and beverage sector is adapting to market pressures by exploring new channels and product innovations to sustain growth [41][44] Agricultural Sector - Juxing Agriculture reported a steady increase in pig production, with a revenue growth of 42.57% year-on-year for the first three quarters of 2025, despite facing challenges from declining pork prices [56][57]