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港股午评|恒生指数早盘涨0.59% 芯片板块涨幅领先
智通财经网· 2025-10-24 04:06
金力永磁(06680)涨近6%,公司盈利能力大幅提升,稀土资源战略属性凸显。 智通财经APP获悉,港股恒生指数涨0.59%,涨154点,报26122点;恒生科技指数涨1.22%。港股早盘成 交1229亿港元。 "十五五规划"提出打造新兴支柱产业,前瞻布局未来产业。招商证券认为,芯片国内自主可控进程加 速,芯片股涨幅居前。 华虹半导体(01347)涨超11%,中芯国际(00981)涨超5%。 锂电股集体走高。市场消息短期推升锂价,碳酸锂主力合约重返8万元上方。赣锋锂业(01772)涨 3.27%,天齐锂业(09696)涨3.9%。 康耐特光学(02276)涨超5%,AI眼镜厂商新品频出,公司有望受益AI眼镜需求放量。 赤子城科技(09911)涨8.3%,前三季度实现收入近50亿元,创新业务增长约七成。 金沙中国(01928)再涨2%,花旗料其EBITDA复苏将在今年第四季及明年持续。 上美股份(02145)涨超5%,韩束双11大促期间表现亮眼,公司战略落地成效持续显现。 中航科工(02357)涨4%,紫火未来飞行器概念机亮相直博会,公司业务贯穿航空产业链。 阅文集团(00772)涨4.6%,公司推出四大举措布局 ...
阅文投资酱油动漫,多部漫剧播放量破亿
Bei Jing Shang Bao· 2025-10-16 08:00
Core Insights - The core focus of the news is the launch of the "Creative Partner Program" by the CEO of Yu Wen Group, which aims to expand its presence in the comic-drama ecosystem while leveraging its strengths in short dramas [1][3]. Group 1: Company Initiatives - Yu Wen Group has established deep partnerships with leading comic-drama production companies such as Jiangyou Animation, Qixiang, and Zhixing He Yi to enhance its comic-drama creation capabilities [1]. - The company has initiated a co-creation mechanism with top AI comic-drama production firm Jiangyou Animation, planning to release at least 400 comic-dramas annually over the next three years, with over 50% adapted from Yu Wen's IP [3]. Group 2: Market Trends - The comic-drama market is experiencing explosive growth, with a supply increase of 83% in the first half of 2025, and viewership and likes growing at compound rates of 92% and 105%, respectively [4]. - Despite the rapid growth, there is still a shortage of high-quality comic-drama content, with young users demanding more high-quality, fast-paced productions [4]. Group 3: Industry Implications - The growth of the comic-drama sector is expected to boost the licensing business for web novel IP companies like Yu Wen, while self-produced comic-dramas will accelerate the commercialization of web novel IP, potentially becoming a new growth driver for Yu Wen [4]. - The CEO emphasized that short dramas and comic-dramas are becoming crucial engines for visualizing IP, significantly enhancing the efficiency of transforming text into visuals and creating new opportunities for authors [4].