Core Viewpoint - Recently, at the Yangtze River Delta International Cultural Industry Expo, the company showcased its "IP full industry chain development" strategy, highlighting its ability to create and monetize content effectively [1] Company Summary - The company's stock price increased by over 4%, currently trading at 38.06 HKD with a transaction volume of 249 million HKD [1] - The company presented popular IPs such as "Qing Yu Nian," "Quan Zhi Gao Shou," and "Gui Mi Zhi Zhu," demonstrating a complete ecosystem from content creation to commercial realization [1] - A list of the top ten popular characters, voted by 30 million participants, was unveiled, featuring both classic and emerging works [1] - The company has established a comprehensive development system covering film, animation, games, audio, and derivative products, continuously releasing the commercial value of its IPs [1] Industry Summary - The AI comic drama sector has been experiencing rapid growth, with a projected market size exceeding 20 billion RMB this year [1] - According to Citic Securities, from April to July 2025, the supply, viewership, and likes for comic dramas are expected to grow at compound monthly growth rates of 83%, 92%, and 105% respectively [1] - In the past six months, 3,000 new works have been launched, representing a 603% increase compared to the previous period [1] - Following the company's announcement to fully engage in the comic drama ecosystem, major platforms like iQIYI, Douyin, Kuaishou, and Bilibili have introduced new support plans for comic dramas, highlighting the industry's high prosperity and investment opportunities [1]

智通财经APP获悉，阅文集团(00772)涨超4%，截至发稿，涨3.59%，报38.06港元，成交额2.49亿港元。 消息面上，近日，在长三角国际文化产业博览会上，阅文集团以"IP全产业链开发"为核心，携《庆余 年》《全职高手》《诡秘之主》等头部IP亮相展会，系统呈现了从内容创作到商业变现的完整生态。现 场展出的"阅文十周年·角逐IP之光"十大人气角色榜单，由3000万人次投票选出，既包含《仙逆》《诛 仙》等经典作品，也涵盖《诡秘之主》《道诡异仙》等新兴标杆。依托海量精品内容储备，阅文已构建 起覆盖影视、动漫、游戏、有声及衍生品的全产业链开发体系，持续释放IP商业价值。 另一方面，今年以来，AI漫剧赛道持续火热，财通证券指出，根据巨量引擎，2025年4-7月，漫剧供给 量、播放量及点赞量分别以83%、92%、105%的月复合增长率高速增长，近半年累计上线作品3000部， 环比增长603%，今年漫剧市场规模预计突破200亿元。10月下旬以来，从阅文集团宣布将全面布局漫剧 生态后，爱奇艺、抖音、快手、B站等大厂又相继推出新的漫剧扶持计划，从而让市场进一步关注到漫 剧行业的高景气和投资机会。 ...