INSIGHT(SZ:300781)2024-01-09 07:06Group 1: InsightGPT Development Progress - The beta version of InsightGPT has recently opened its video intelligent editing feature for partners and investors to experience [1] - The product is expected to launch in February 2024, allowing users to input requirements or upload images to generate dynamic videos [1] - By the end of March 2024, the public beta version will be launched, with several marketing project bids already received from the automotive and fast-moving consumer goods sectors [1] Group 2: Short Drama Business Updates - The company plans to release the short drama "Love in the Flower Court" by March 2024, and "My Robot Boyfriend" by June 2024, with at least two more dramas expected by December 2024 [2] - A joint venture with a leading short drama platform is in the works to explore the domestic short drama market, with a custom short drama expected to be released around the Spring Festival [2] - The strategy aims to build a content ecosystem, enhance marketing services, and provide training materials for AIGC and XR technologies [2] Group 3: XR Business Developments - Revenue from XR business will primarily come from advertising and film-related XR shooting, as well as subscription income from Apple Vision Pro users if the XR application is successfully integrated into the Apple Store [3] - The company is focusing on enhancing the quality of its marketing services to meet comprehensive advertising needs and will not blindly expand its business scale [3] Group 4: Overseas Marketing Business Development - The company achieved over 100 million RMB in revenue in Q4 2023 from clients in gaming, e-commerce, and online services, with growth expected to continue in 2024 [3] - A joint venture with a well-known overseas marketing service provider is planned to expand market share in overseas marketing [3] - The company has secured a multi-million RMB annual agency project for a new energy vehicle brand's overseas marketing, expected to accelerate business opportunities in 2024 [3] Group 5: Capital Operation Planning - The company is considering establishing joint ventures for certain businesses, with a focus on revenue consolidation and risk management [4] - For high-quality small-scale targets, cash acquisitions are being considered, while larger targets may involve stock acquisitions or fundraising [4] - The company is also exploring strategic financing for quality projects and the potential for independent listings [4]