不久前，中央广播电视总台央视频正式官宣《中国AI漫剧大会》及《CMG首届中国AI漫剧之夜》两大 国家级原创项目，并推出首部精品AI漫剧《山海经之破混沌记》。这标志着漫剧受到了主流的认可， 也进一步激发了市场的热情。作为微短剧的分支，漫剧凭借动态漫画的形态和浓缩的叙事方式，已迅速 渗透数字内容市场，预计未来的市场规模可达到数百亿元。然而，在行业繁荣的表象背后，超六成作品 点击量不足百万、多数企业盈利困难的现实，同样反映出这一新兴业态在快速发展过程中的结构性风 险。推动漫剧从"流量膨胀"迈向"质量深耕"，不仅关系到行业的前景，也是数字内容产业升级、讲好中 国故事的重要环节。 热潮背后要有冷思考。推动漫剧健康繁荣，需要政策、市场和创作者多方协同。在政策层面，应在坚守 底线的基础上，加大对精品的扶持力度，鼓励现实题材和多元化创新。完善版权保护和人才培育体系， 搭建产学研平台。行业应摆脱对流量的单一依赖，深化"漫剧+"融合，拓展文旅、品牌衍生等多元化变 现途径，推动IP价值的长效释放，逐步构建具有中国特色且拥有全球吸引力的漫剧话语体系。 漫剧的未来并不仅仅是短暂的技术狂欢或流量竞赛。在政策引导和行业自律的作用下，只有回 ...

据证券时报报道，腾讯于今日陆续在各大应用商店推出旗下首款漫剧独立App"火龙漫剧"。据悉，该产 品由腾讯视频内部一支年轻团队完成，在启动筹备后，很快就实现上线。据介绍，"火龙漫剧"App融合 漫画分镜、AI技术、动态效果与短视频形态，播放内容当前均为免费，以竖屏信息流为主界面，这种 设计与当下主流的短视频平台相似，单集时长多在1-3分钟之间。 中文在线：多款作品登上抖音动态漫榜单前五，成为AI漫剧赛道的现象级爆款产品。目前，公司AI动 漫业务线已实现对2D与3D多种视觉形态的全面覆盖，公司拟与腾讯就动画微短剧的授权合作相关事宜 达成合作。 捷成股份：自研的AI智能体灵犀将重点应用于漫剧内容的规模化生产，打造自主可控、高品质、高效 率的AI动漫生产平台，助力AI漫剧生产的降本增效提质，已有20余部AI漫剧在制作中。此外，公司是 腾讯的影视版权的重要供应商。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 证券时报指出，当下，AI漫剧作为短剧领域中的新兴细分赛道，正展现出巨大的商业潜力，吸引了腾 讯在内的一众互联网平台布局。除了腾讯等大厂外，一些新兴创业公司也在垂类内容上形成了差 ...

Group 1: Brain-Computer Interface - The "Shengong-Hua Tuo" platform, the first brain-controlled acupuncture and neural rehabilitation equipment platform in China, has been developed by a research team led by the Brain-Machine Interaction and Human-Machine Integration Haihe Laboratory [1] - The brain-computer interface technology is accelerating towards commercialization, with the medical and health sector identified as a core growth engine [1] - China's 14th Five-Year Plan emphasizes the development of brain-computer interfaces as a new economic growth point, with a goal to establish a safe and reliable industrial system by 2030 [1] Group 2: Measurement Equipment - The State Administration for Market Regulation has released 32 national measurement technical standards covering various fields, including smart connected vehicles and health [2] - The demand for high-precision measurement and testing in emerging industries such as new energy and aerospace is increasing, with the manufacturing measurement market expected to exceed 150 billion RMB by 2025, maintaining a CAGR of over 10% [2] Group 3: Emergency Equipment - The Ministry of Emergency Management and the Ministry of Industry and Information Technology have issued guidelines to accelerate innovation in emergency management equipment, focusing on 12 specific areas of work [3] - By the end of 2027, the goal is to overcome over 20 key core technologies and develop more than 20 innovative equipment types [3] Group 4: Semiconductor Industry - Yangtze Memory Technologies' third-phase project is set to be completed and operational by the second half of 2026, one year ahead of schedule, and will drive the aggregation of 200 upstream and downstream enterprises [4] - Yangtze Memory Technologies ranks among the top in the global 3D NAND storage chip market, with a market share of 13% as of Q3 2025, expected to reach 15% by the end of 2026 [4] Group 5: AI Animation - Tencent has launched its first independent app "Huo Long Man Ju," which integrates comic storyboards, AI technology, and dynamic effects, targeting the emerging AI animation market [5] - The AI animation market is projected to exceed 20 billion RMB by 2025, with significant growth potential driven by AI technology reducing costs and enhancing efficiency [5]

Group 1 - The core viewpoint is that AI Manhua (AI comic drama) is experiencing explosive growth as a new industry integrating culture and technology, with a proposal to establish Changsha as the global capital of AI Manhua [1][3] - Changsha has a strong foundation for becoming the global AI Manhua hub, supported by the "China V Valley" platform, a controlled technology ecosystem represented by Wanjing Tianmu, and rich cultural resources from Hunan [3][4] - The cost of production in Changsha is 30% to 50% lower compared to major cities like Beijing and Shanghai, providing a competitive advantage [3] Group 2 - There are areas for improvement in the AI Manhua industry, including collaboration across the industry chain, leadership from major enterprises, talent reserves in AI, cultural IP transformation, and industry outreach [3][4] - Recommendations include forming a "Hunan AI Manhua Industry Association," establishing a regular collaboration mechanism, and integrating AI Manhua into provincial strategic emerging cultural industry directories [4] - The proposal emphasizes the need for educational integration, suggesting partnerships between leading enterprises and universities to develop specialized courses and training bases for talent needed in the industry [4]

Group 1 - Tencent launched its first independent comic drama app "Fire Dragon Comic Drama" on February 4, emphasizing "free viewing" and claiming to include all online comic dramas [1] - The app is developed by a young team within Tencent Video, focusing on the application of AI technology in the comic drama field as part of an internal entrepreneurial and innovation attempt [1] - Chinese Online announced a collaboration with Tencent Computer for the authorization of animated micro-dramas, with an expected cooperation amount of 23.2 million yuan [1] Group 2 - The AI comic drama market in China is experiencing continuous growth, with the core market size expected to reach 59.46 billion yuan in 2025, representing a year-on-year growth of 20.0% [2] - The overall market size is projected to be 315.14 billion yuan in 2025 and is expected to exceed 700 billion yuan by 2030 [2] - Major internet giants including Baidu, Tencent, and ByteDance have all launched independent comic drama apps, indicating a competitive landscape in the market [1]

Core Viewpoint - Hengdian Film has experienced a continuous rise in stock price, achieving a limit-up for four consecutive trading days, with a recent price of 30.86 yuan per share and a monthly increase of 86% [1]. Group 1: Stock Performance - Hengdian Film's stock price reached 30.86 yuan per share, marking a 10.02% increase on February 3 [2]. - The company's market capitalization is approximately 19.57 billion yuan [2]. - The stock has shown a trading volume ratio of 1.45, indicating increased trading activity [2]. Group 2: Film Releases and Financial Performance - The company has announced the release dates for three films, including "Boonie Bears: Year of the Bear," "Fast and Furious 3," and "Star River in Dream," all set for the 2026 Spring Festival [1]. - The previous installments of "Boonie Bears" and "Fast and Furious" have performed well at the box office, suggesting potential for future success [1]. - Hengdian Film expects a net profit attributable to shareholders of 130 million to 180 million yuan for the year 2025, marking a turnaround from losses, driven by industry recovery and effective management strategies [1]. Group 3: Business Development Initiatives - The company has established a short drama brand named "Big Horizontal Small Vertical" to accelerate its short drama business development [1]. - A professional team has been formed to incubate AI-based dramas, such as "The Legend of the Nine Provinces," utilizing AI technology to significantly reduce production costs and enhance output efficiency [1].

2026.02.03 本文字数：791，阅读时长大约1分钟 作者 |第一财经 揭书宜 2月3日，横店影视（603103.SH）开盘后迅速涨停，报30.86元/股。 截至2月3日，横店影视已经连续4个交易日涨停，近一个月的涨幅达86%。 | | 横店影视 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | 603103 融 沪股通 L1 | | | | | | | 30.86 | 高 30.86 市值 195.71亿 | | | | 量比 | 1.45 | | | 30.27 流通 195.71亿 换 代 | | | | | 1.36% | | 2.81 10.02% | 开 30.86 市盈 212.18 | | | | 额 | 2.65亿 | | | 付丁 ZUZO-US-LI 収路《ZUZ5年年収》 | | | | | | | 同花腰 博诺 | | | | | | · × | | 分时 日K | 月K | 围K | | 王日 | 更多。 | (0) | | 均价: 30.84 最新: 30.86 2.81 10.02% | | | | | ...

2026.02. 03 本文字数：791，阅读时长大约1分钟 作者 | 第一财经 揭书宜 2月3日，横店影视（603103.SH）开盘后迅速涨停，报30.86元/股。 截至2月3日，横店影视已经连续4个交易日涨停，近一个月的涨幅达86%。 | | 横店影视 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | 603103 融 沪股通 L1 | | | | | | | 30.86 | 高 | 30.86 | 市值 195.71亿 | 量比 | | 1.45 | | | નિર્ 30.27 | | 流通 195.71亿 | 换 | | 1.36% | | 2.81 10.02% | 开 | 30.86 | 市盈 1 212.18 | 额 | | 2.65亿 | | 同在顺 | 付丁 ZUZO-US-ZI 収路 (LUZO 年年 JR// | | | | | | | 德诺 | | | | | | × | | △ - L ( Z) ) | | | | | | | | 分时 | 日K 園K 月K | | 五日 | 更多▼ | | 0 | | 均价: ...

Group 1 - Hengdian Film's stock surged to 30.86 CNY per share, reaching a limit up on February 3, with a total increase of 86% over the past month [1] - The company has announced the release dates for films it invested in, including "Boonie Bears: Year of the Bear" and "Fast and Furious 3," set for the 2026 Spring Festival [2] - Hengdian Film expects a net profit of 130 million to 180 million CNY for 2025, marking a turnaround from losses, driven by industry recovery and popular films [2] Group 2 - The Chinese film market's total box office for 2025 reached 51.832 billion CNY, reflecting a year-on-year growth of 21.95% [3] - The number of cinema-goers in urban areas for 2025 was 1.238 billion, showing a 22.57% increase year-on-year, indicating a recovery in the industry [3] - The film industry has shown a slight upward trend since the end of 2025, with the film and cinema sector increasing by 13% [2]

Group 1 - The core viewpoint of the article highlights the rapid growth of the AI comic industry, driven by advancements in AI technology and increased market demand [1] - The market size for the AI comic industry is expected to reach a new trillion-level market, which will positively impact AI infrastructure and create a virtuous cycle in the industry [1] - The company has been focusing on related businesses such as gaming, esports, and computing power storage, indicating a strategic alignment with the growing AI comic market [1] Group 2 - On February 2, shareholders of Empire Technology Group transferred shares from Huatai Securities to HSBC Hong Kong, with a market value of 29.33 million HKD, representing 5.95% of the company [1] - The company signed a memorandum of understanding with Guanghe Xingyun (Shenzhen) Cultural Media Co., Ltd. on October 31, 2025, indicating future collaboration in the industry [1]