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阜博集团涨超5% 公司作为版权保护龙头有望受益Sora2出圈
Zhi Tong Cai Jing· 2025-10-09 03:23
消息面上,近期,Open AI发布最新音视频生成模型Sora2,并同步试运行由该模型驱动的iOS社交应用 Sora,后者在10月3日至今持续登顶iOS美国免费榜。华创证券认为,阜博集团作为版权保护龙头或直接 受益于Sora2出圈。Sora类产品将显著降低视频创作门槛,允许用户以个人角色参与他人创作,并设有 分成机制,或推动AI生成内容版权需求。 民生证券也表示,AIGC快速发展有望带动IP版权保护需求的快速提升。以阜博集团为例,阜博所构建 的VDNA视频指纹识别技术,是目前业界领先的视频内容确权技术之一。阜博亦是全球极少数(同时)拥 有YouTube、Facebook、Instagram、SoundCloud等平台深度API接入权限的独立版权保护技术服务商, 识别效率与准确性长期保持行业领先。 阜博集团(03738)涨超5%,截至发稿,涨5.61%,报6.97港元,成交额5.22亿港元。 ...
谁在坐收LABUBU渔翁之利
Bei Jing Shang Bao· 2025-06-12 06:28
Core Viewpoint - The rise of counterfeit LABUBU products is challenging the IP protection of Pop Mart, as demand for the original products remains high while the counterfeit market flourishes [1][6][16]. Group 1: Market Dynamics - The LABUBU 3.0 series has seen a significant demand, with the original priced at 594 yuan per set, while counterfeit versions are sold for 300-750 yuan, sometimes even exceeding the original price [1][6][7]. - Counterfeit LABUBU products are being marketed aggressively, with some sellers claiming that high-quality fakes are nearly indistinguishable from the originals, thus catering to consumer demand [6][10]. - The secondary market for LABUBU products is thriving, with prices for original items skyrocketing; for instance, a hidden version originally priced at 99 yuan has been sold for as much as 3580 yuan [6][10]. Group 2: Legal and Regulatory Challenges - Legal experts indicate that producing counterfeit LABUBU products can lead to various forms of liability, including civil, administrative, and even criminal responsibilities [1][14]. - Regulatory bodies are intensifying efforts to combat counterfeit products, with reports of significant seizures of unregistered LABUBU items by customs [11][13]. - Despite the crackdown, some manufacturers continue to operate in the counterfeit market, indicating a persistent demand that outstrips supply for original products [9][10]. Group 3: Company Response and Strategy - Pop Mart is facing challenges in scaling production to meet the high demand for LABUBU, with plans to increase output significantly over a short period [15]. - The company is exploring strategies to enhance IP protection, including dynamic supply strategies and collaborations with creators to transform counterfeit interest into user-generated content [16]. - The complexity of IP enforcement is highlighted, as the company has faced numerous legal challenges, including 288 civil lawsuits and 11 administrative actions against counterfeit sources in 2024 alone [15].