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当下内需新消费与AI应用如何看?
2025-06-23 02:09
当下内需新消费与 AI 应用如何看?20250622 摘要 近期市场回调受地缘政治及新消费股解禁影响,但暑期档电影和潮玩等 内需型消费领域仍具潜力。人民日报对盲盒经济的关注预示着潜在监管 风险。 暑期档短剧市场受广电总局分级管理政策影响,进入精细化阶段。腾讯 短剧小程序和字节跳动红果增长迅速,预示着市场竞争加剧。 院线公司如万达电影、上海电影、横店影视等积极布局泛娱乐市场,通 过 IP 运营和线下体验拓展业务,预计 2029 年中国泛娱乐市场规模将超 3,000 亿人民币。 短剧行业在政策引导下向优质内容转型,与游戏、线下展览等娱乐形式 融合,推动衍生品和潮玩经济发展。关注腾讯小程序的数据表现及《长 安荔枝》系列。 传媒板块中,出版阅读和游戏公司业绩稳定,如南方传媒、中南传媒等。 中报业绩改善或增长预期,叠加 AI 应用的公司有望获得估值提升。 AI 应用板块在经历年初高涨后进入冷静期,但港股 AI 企业 IPO 及 ARCS 科幻短剧的推出显示行业新动向。关注 AI 生成内容在影视动画领域的潜 力。 AI 生成内容市场规模预计达千亿美元级别。关注 AI 加教育(天舟文化、 荣信文化)、AI 加陪伴(奥飞娱乐 ...
传媒行业动态研究报告:关注AI应用撬动传媒新增量 即梦AI月活超3000万
Huaxin Securities· 2025-06-09 00:20
-20 -10 0 10 20 30 40 50 (%) 传媒 沪深300 资料来源:Wind,华鑫证券研究 关注 AI 应用撬动传媒新增量 即梦 AI 月活超 3000 万 推荐(维持) 投资要点 | 分析师:朱珠 | | S1050521110001 | | | --- | --- | --- | --- | | zhuzhu@cfsc.com.cn | | | | | 行业相对表现 | | | | | 表现 | 1M | 3M | 12M | | 传媒(申万) | 3.4 | -3.8 | 33.0 | | 沪深 300 | 0.7 | -1.8 | 8.4 | | 市场表现 | | | | 相关研究 2025 年 06 月 09 日 1、《传媒行业动态研究报告:2025 年端午单日票房同比增 30%电影院线 布局新业务可期》2025-06-02 2、《传媒行业动态研究报告: 52TOYS 递表看 IP 撬动潮玩及渠道新 增量》2025-05-25 3、《传媒行业周报:政策护航持续 护航 AI 应用与可选消费双轮驱动》 2025-05-18 ▌ AI 应用从硬件到内容均可看 商业化持续 2G2B2C 均 ...
传媒行业动态研究报告:关注AI应用撬动传媒新增量,即梦AI月活超3000万
Huaxin Securities· 2025-06-08 07:34
2025 年 06 月 09 日 关注 AI 应用撬动传媒新增量 即梦 AI 月活超 3000 万 推荐(维持) 投资要点 | 分析师:朱珠 | | S1050521110001 | | | --- | --- | --- | --- | | zhuzhu@cfsc.com.cn | | | | | 行业相对表现 | | | | | 表现 | 1M | 3M | 12M | | 传媒(申万) | 3.4 | -3.8 | 33.0 | | 沪深 300 | 0.7 | -1.8 | 8.4 | | 市场表现 | | | | -20 -10 0 10 20 30 40 50 (%) 传媒 沪深300 资料来源:Wind,华鑫证券研究 相关研究 1、《传媒行业动态研究报告:2025 年端午单日票房同比增 30%电影院线 布局新业务可期》2025-06-02 2、《传媒行业动态研究报告: 52TOYS 递表看 IP 撬动潮玩及渠道新 增量》2025-05-25 3、《传媒行业周报:政策护航持续 护航 AI 应用与可选消费双轮驱动》 2025-05-18 ▌ AI 应用从硬件到内容均可看 商业化持续 2G2B2C 均 ...
技术破壁,人与AI共创科幻未来
Ke Ji Ri Bao· 2025-06-05 06:12
Core Insights - The first AIGC-produced sci-fi short drama based on the Nebula Award-winning work "When the Sun Falls" has gained significant attention on Douyin, showcasing the potential of AI in content creation and visual effects [1] - The success of this short drama highlights the evolution of Chinese sci-fi literature from niche to mainstream, driven by awards like the Global Chinese Science Fiction Nebula Award, which has recognized numerous outstanding works and authors over the past 16 years [1][2] - The integration of AIGC technology is revolutionizing the sci-fi film and television production landscape, allowing for more efficient and cost-effective creation of high-quality visual content [4][5] Industry Development - Chinese sci-fi literature has its roots in the late Qing and Republican eras, with early works paving the way for future narratives and themes [2] - The establishment of the Global Chinese Science Fiction Nebula Award in 2010 has significantly contributed to the recognition and proliferation of new generation authors, leading to a resurgence in interest in Chinese sci-fi, exemplified by the success of "The Three-Body Problem" [2] - AIGC technology has drastically reduced production time and costs, with the recent short drama being produced in just three months at less than one-fifth of traditional production costs [4][5] Market Trends - The Chinese sci-fi industry is experiencing unprecedented growth, with projections indicating total revenue will reach 108.96 billion yuan in 2024, marking two consecutive years of surpassing the 100 billion yuan threshold [6] - The rise of AI technology is not only enhancing literary creation but also expanding into audio production, leading to a diverse range of sci-fi content including novels, comics, and audio dramas [6] - The industry is evolving towards a more integrated ecosystem, focusing on discovering quality topics and maximizing the value of classic IPs through data analysis and cross-industry collaboration [6]