446 lines
36 KiB
HTML
446 lines
36 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>SORA 概念深度研究报告</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Poppins:wght@300;400;500;600;700&family=Roboto+Mono:wght@400;500&display=swap');
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body {
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font-family: 'Poppins', sans-serif;
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background-color: #00021a;
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background-image:
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radial-gradient(ellipse 20% 40% at 20% 40%, rgba(100, 10, 200, 0.3), transparent),
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radial-gradient(ellipse 20% 40% at 80% 60%, rgba(10, 100, 200, 0.3), transparent);
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background-repeat: no-repeat;
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background-attachment: fixed;
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background: rgba(20, 20, 50, 0.3);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid rgba(150, 150, 255, 0.2);
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border-radius: 1.5rem;
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transition: all 0.3s ease;
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}
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border: 1px solid rgba(150, 150, 255, 0.2);
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text-shadow: 0 0 8px rgba(150, 200, 255, 0.6);
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display: grid;
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gap: 1.5rem;
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grid-template-columns: repeat(3, 1fr);
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grid-auto-rows: minmax(180px, auto);
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}
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.timeline {
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position: relative;
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padding: 2rem 0;
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}
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.timeline::before {
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content: '';
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position: absolute;
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top: 0;
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left: 1.5rem;
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height: 100%;
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width: 2px;
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background: linear-gradient(to bottom, rgba(150, 150, 255, 0.5), rgba(150, 150, 255, 0));
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}
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.timeline-item {
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position: relative;
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padding-left: 4rem;
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margin-bottom: 2rem;
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}
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.timeline-item:last-child {
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margin-bottom: 0;
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}
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.timeline-dot {
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position: absolute;
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left: calc(1.5rem - 0.625rem);
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top: 0.2rem;
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width: 1.25rem;
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height: 1.25rem;
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border-radius: 50%;
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background-color: rgba(150, 150, 255, 0.8);
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border: 3px solid #00021a;
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box-shadow: 0 0 10px rgba(150, 200, 255, 0.8);
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}
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</style>
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</head>
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<body class="text-gray-200 min-h-screen p-4 sm:p-6 lg:p-8">
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<div class="max-w-7xl mx-auto">
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<!-- Header -->
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<header class="text-center py-12">
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<h1 class="text-4xl md:text-6xl font-bold glow-text bg-gradient-to-r from-blue-400 via-purple-400 to-cyan-400 text-transparent bg-clip-text mb-4">
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SORA 概念深度研究报告
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</h1>
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<p class="text-sm text-gray-400 max-w-3xl mx-auto">
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北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现，本报告为AI合成数据，投资需谨慎。
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</p>
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</header>
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<!-- Concept Events -->
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<section class="mb-12">
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<div class="glass-card p-6 md:p-8">
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<h2 class="text-2xl md:text-3xl font-bold mb-6 text-cyan-300 glow-text">概念发展脉络</h2>
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<div class="timeline">
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<p class="font-mono text-sm text-purple-300">2024.02 - 2024.11</p>
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<h3 class="font-semibold text-lg text-gray-100">技术奠基与预期</h3>
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<p class="text-gray-400 text-sm mt-1">OpenAI首次发布Sora模型，展示其“世界模型”雏形能力，引爆全球关注。全球科技巨头开启技术军备竞赛。</p>
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</div>
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<p class="font-mono text-sm text-purple-300">2024.11 - 2024.12</p>
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<h3 class="font-semibold text-lg text-gray-100">正式发布与市场引爆</h3>
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<p class="text-gray-400 text-sm mt-1">Sora正式向ChatGPT付费用户开放（名为Sora Turbo），标志着从技术演示走向初步商业化，再次点燃市场热情，A股相关概念股出现涨停潮。</p>
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</div>
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<p class="font-mono text-sm text-purple-300">2025.09 - 2025.10</p>
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<h3 class="font-semibold text-lg text-gray-100">迭代与生态拓展</h3>
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<p class="text-gray-400 text-sm mt-1">发布新一代模型Sora 2，同步推出iOS应用Sora App并登顶App Store。Sora 2上线微软Azure，开启B端API商业化，生态全面拓展。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Core Logic & Analysis (Bento Grid) -->
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<section class="mb-12">
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<h2 class="text-2xl md:text-3xl font-bold mb-6 text-cyan-300 glow-text text-center">核心逻辑与市场认知</h2>
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<div class="bento-grid">
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<div class="bento-item-1 glass-card p-6 md:p-8 flex flex-col">
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<h3 class="text-xl font-bold mb-4 text-purple-300">核心观点摘要</h3>
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<p class="text-gray-300 flex-grow">Sora概念的核心是**“世界模型”**技术突破带来的生产力革命预期，当前正处于从**技术主题炒作**向**应用场景探索**过渡的关键阶段。其核心驱动力是AI生成内容的效率和质量呈指数级提升，未来潜力在于重塑内容创作、影视、游戏乃至自动驾驶等行业的成本结构与商业模式。然而，高昂的算力成本、尚不完善的物理逻辑和待解的商业化难题是其面临的主要挑战。</p>
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</div>
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<div class="bento-item-2 glass-card p-6 flex flex-col">
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<h3 class="text-xl font-bold mb-4 text-purple-300">核心驱动力</h3>
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<ul class="space-y-2 text-sm list-disc list-inside text-gray-400 flex-grow">
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<li><strong class="text-gray-200">技术范式突破：</strong> 首次将Transformer架构引入视频生成，涌现“世界模型”能力。</li>
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<li><strong class="text-gray-200">生产力效率革命：</strong> 视频制作从2-3天缩短至5-10分钟，效率提升超90%。</li>
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<li><strong class="text-gray-200">产业生态构建：</strong> 通过Sora App和Azure API，构建C端娱乐到B端服务的完整生态。</li>
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</ul>
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</div>
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<div class="bento-item-3 glass-card p-6 flex flex-col">
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<h3 class="text-xl font-bold mb-4 text-purple-300">预期差分析</h3>
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<ul class="space-y-2 text-sm list-disc list-inside text-gray-400 flex-grow">
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<li><strong class="text-gray-200">能力预期差：</strong> 市场倾向于神话Sora，但仍有约10%物理模拟缺陷，缺乏可靠编辑功能。</li>
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<li><strong class="text-gray-200">商业冲击预期差：</strong> C端App爆火，但短期内对TikTok等巨头“显著扰动概率不高”。</li>
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<li><strong class="text-gray-200">业绩预期差：</strong> 概念股热炒，但财报显示板块净利润不稳定，业绩尚未兑现。</li>
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</ul>
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</div>
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<div class="bento-item-4 glass-card p-6 md:p-8">
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<h3 class="text-xl font-bold mb-4 text-purple-300">市场热度与情绪</h3>
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<p class="text-gray-300">市场对Sora概念表现出极高的热情，呈现典型的**事件驱动型特征**。Sora的任何发布、更新或泄露消息都能迅速引发A股“Sora概念”板块的集体拉升。研报数据表明，多模态AI概念热度曾激增 <span class="text-cyan-400 font-bold text-lg">5366.76%</span>，市场情绪主要由对未来前景的乐观预期主导。</p>
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</div>
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</div>
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</section>
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<!-- Catalysts & Future Path -->
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<section class="mb-12">
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-6">
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<div class="glass-card p-6 md:p-8">
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<h3 class="text-2xl font-bold mb-4 text-cyan-300 glow-text">关键催化剂</h3>
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<ul class="space-y-4">
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<li>
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<p class="font-semibold text-gray-100">国内对标模型公测</p>
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<p class="text-sm text-gray-400">字节跳动PixelDance、智谱AI“清影”等“国产Sora”的正式公测和用户反馈，将成为验证国内技术实力和商业化进展的关键。</p>
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</li>
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<li>
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<p class="font-semibold text-gray-100">Sora 3 的发布</p>
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<p class="text-sm text-gray-400">Sora 2官网已预告Sora 3，其发布将带来新的技术能力展示，可能进一步刺激市场情绪。</p>
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</li>
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<li>
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<p class="font-semibold text-gray-100">商业化应用案例落地</p>
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<p class="text-sm text-gray-400">随着Azure API（定价0.1美元/秒）的推出，标杆性的企业级应用案例（如影视特效、AI广告）将是验证商业价值的重要信号。</p>
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</li>
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</ul>
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</div>
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<div class="glass-card p-6 md:p-8">
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<h3 class="text-2xl font-bold mb-4 text-cyan-300 glow-text">未来发展路径</h3>
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<ul class="space-y-4">
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<li>
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<p class="font-semibold text-gray-100">技术完善期 (当前-2026)</p>
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<p class="text-sm text-gray-400">核心任务是解决物理模拟准确性、提升可控性，并大幅降低推理成本。</p>
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</li>
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<li>
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<p class="font-semibold text-gray-100">垂直领域商业化期 (2026-2028)</p>
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<p class="text-sm text-gray-400">在影视、游戏、广告、教育等To B场景率先实现商业闭环，IP与AI工具结合提升变现效率。</p>
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</li>
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<li>
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<p class="font-semibold text-gray-100">多模态融合与平台化期 (2028以后)</p>
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<p class="text-sm text-gray-400">融入GPT-5/6成为“视觉皮层”，实现“Any-to-Any”输入输出，催生大规模AI原生应用和新内容平台。</p>
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</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Industry Chain & Core Companies -->
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<section class="mb-12">
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<h2 class="text-2xl md:text-3xl font-bold mb-6 text-cyan-300 glow-text text-center">产业链与核心公司剖析</h2>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-6">
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<div class="glass-card p-6">
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<h3 class="text-xl font-bold mb-2 text-purple-300 text-center">产业链图谱</h3>
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<div id="industry-chain-chart" style="width: 100%; height: 400px;"></div>
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</div>
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<div class="glass-card p-6">
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<h3 class="text-xl font-bold mb-2 text-purple-300 text-center">核心玩家对比</h3>
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<div id="core-players-chart" style="width: 100%; height: 400px;"></div>
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</div>
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</div>
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<div class="glass-card p-6 md:p-8 mt-6">
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<h3 class="text-xl font-bold mb-4 text-purple-300">核心逻辑验证与证伪</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 text-sm">
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<div>
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<p class="font-semibold text-red-400 flex items-center mb-1">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 mr-2" viewBox="0 0 20 20" fill="currentColor"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zM8.707 7.293a1 1 0 00-1.414 1.414L8.586 10l-1.293 1.293a1 1 0 101.414 1.414L10 11.414l1.293 1.293a1 1 0 001.414-1.414L11.414 10l1.293-1.293a1 1 0 00-1.414-1.414L10 8.586 8.707 7.293z" clip-rule="evenodd" /></svg>
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证伪点 1：业绩与炒作脱钩
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</p>
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<p class="text-gray-400 pl-7">研报指出概念板块净利润和ROE不稳定甚至下滑，表明当前股价上涨由“市梦率”驱动，而非基本面改善。</p>
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</div>
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<div>
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<p class="font-semibold text-red-400 flex items-center mb-1">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 mr-2" viewBox="0 0 20 20" fill="currentColor"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zM8.707 7.293a1 1 0 00-1.414 1.414L8.586 10l-1.293 1.293a1 1 0 101.414 1.414L10 11.414l1.293 1.293a1 1 0 001.414-1.414L11.414 10l1.293-1.293a1 1 0 00-1.414-1.414L10 8.586 8.707 7.293z" clip-rule="evenodd" /></svg>
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证伪点 2：公司公告澄清
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</p>
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<p class="text-gray-400 pl-7">万兴科技明确公告称“Sora技术目前对公司业绩无重大影响”，揭示技术概念到财务报表的转化路径漫长且不确定。</p>
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</div>
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<div>
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<p class="font-semibold text-green-400 flex items-center mb-1">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 mr-2" viewBox="0 0 20 20" fill="currentColor"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.707-9.293a1 1 0 00-1.414-1.414L9 10.586 7.707 9.293a1 1 0 00-1.414 1.414l2 2a1 1 0 001.414 0l4-4z" clip-rule="evenodd" /></svg>
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验证点：“IP+AI”逻辑
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</p>
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<p class="text-gray-400 pl-7">路演中“IP+AI工具改善变现效率”的逻辑，在中文在线（拥有IP库并开发短剧平台）的业务布局上得到初步验证。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Risks & Challenges -->
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<section class="mb-12">
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<h2 class="text-2xl md:text-3xl font-bold mb-6 text-cyan-300 glow-text text-center">潜在风险与挑战</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
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<div class="glass-card p-6">
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<h3 class="font-bold text-lg text-red-400 mb-2">技术风险</h3>
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<ul class="space-y-2 text-sm text-gray-400 list-disc list-inside">
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<li><strong class="text-gray-200">物理模拟瓶颈：</strong> 复杂物理交互（流体、柔性物体）仍存缺陷。</li>
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<li><strong class="text-gray-200">高昂算力成本：</strong> 生成60秒视频需数百张A100，成本是制约商业化的核心障碍。</li>
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</ul>
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</div>
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<div class="glass-card p-6">
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<h3 class="font-bold text-lg text-red-400 mb-2">商业化风险</h3>
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<ul class="space-y-2 text-sm text-gray-400 list-disc list-inside">
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<li><strong class="text-gray-200">应用场景模糊：</strong> 除影视预览外，大部分应用商业模式尚不清晰。</li>
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<li><strong class="text-gray-200">可靠性与稳定性：</strong> 上线后多次宕机和高错误率，对B端客户是致命缺陷。</li>
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</ul>
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</div>
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<div class="glass-card p-6">
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<h3 class="font-bold text-lg text-red-400 mb-2">政策与竞争风险</h3>
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<ul class="space-y-2 text-sm text-gray-400 list-disc list-inside">
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<li><strong class="text-gray-200">版权与法律风险：</strong> 已出现商标侵权诉讼，训练数据版权问题悬而未决。</li>
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<li><strong class="text-gray-200">伦理与监管风险：</strong> Deepfake滥用风险极高，可能引来强监管。</li>
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<li><strong class="text-gray-200">国内外激烈竞争：</strong> 全球巨头与国内大厂加速追赶，技术领先窗口期可能缩短。</li>
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</ul>
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||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Conclusion & Investment Insights -->
|
||
<section class="mb-12">
|
||
<div class="glass-card p-6 md:p-8">
|
||
<h2 class="text-2xl md:text-3xl font-bold mb-6 text-cyan-300 glow-text">综合结论与投资启示</h2>
|
||
<div class="space-y-6">
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-2 text-purple-300">最终看法</h3>
|
||
<p class="text-gray-300">Sora概念代表了AI领域一次质的飞跃，具备长期的颠覆性潜力，但目前仍处于**产业生命周期的导入期**，市场表现以**主题炒作为主，基本面尚未跟上**。短期内，其股价波动将高度依赖于事件性驱动；长期价值的实现则取决于成本控制、商业模式的成功探索和法律伦理问题的解决。</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-2 text-purple-300">最具投资价值的细分环节</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4 text-sm">
|
||
<div class="border border-purple-500/30 p-4 rounded-xl">
|
||
<p class="font-semibold text-gray-100">1. 上游：IP与数据提供商</p>
|
||
<p class="text-gray-400 mt-1">在模型赢家尚不明确的阶段，拥有高质量、合规IP和数据资源的公司（如**中文在线**）是确定性最高的“卖铲人”，为所有模型提供核心生产资料。</p>
|
||
</div>
|
||
<div class="border border-purple-500/30 p-4 rounded-xl">
|
||
<p class="font-semibold text-gray-100">2. 下游：拥有强大IP和渠道的应用龙头</p>
|
||
<p class="text-gray-400 mt-1">能够利用Sora类技术显著降低成本、并拥有强大发行渠道的头部影视、游戏和短剧公司，有望在成本与创新侧双重受益。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-2 text-purple-300">需重点跟踪和验证的关键指标</h3>
|
||
<ul class="space-y-2 text-sm text-gray-300">
|
||
<li class="flex items-start"><span class="text-cyan-400 mr-2">▶</span> <strong>技术成本指标：</strong> 视频生成推理成本（美元/分钟）的下降曲线。</li>
|
||
<li class="flex items-start"><span class="text-cyan-400 mr-2">▶</span> <strong>模型能力指标：</strong> 在物理逻辑一致性、可控性方面的第三方评测得分。</li>
|
||
<li class="flex items-start"><span class="text-cyan-400 mr-2">▶</span> <strong>商业化进展指标：</strong> API调用量与收入、付费企业用户数、行业渗透率。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Table -->
|
||
<section>
|
||
<div class="glass-card p-6 md:p-8">
|
||
<h2 class="text-2xl md:text-3xl font-bold mb-6 text-cyan-300 glow-text">SORA 概念核心标的</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead class="text-base text-cyan-300">
|
||
<tr>
|
||
<th>分类</th>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th class="w-1/3">核心逻辑</th>
|
||
<th>其他标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-gray-300 text-sm">
|
||
<!-- 文生视频 -->
|
||
<tr class="hover:bg-white/5"><td class="font-bold text-purple-300" rowspan="7">文生视频</td><td>万兴科技</td><td><a href="https://valuefrontier.cn/company?scode=300624" target="_blank" class="link link-hover">300624</a></td><td>基于万兴天幕2.0，创作者可实现视频生成(文生视频/图生视频/视频续写等)、图片生成、音频生成等多样化的创作需求</td><td>信源: 互动</td></tr>
|
||
<tr class="hover:bg-white/5"><td>昆仑万维</td><td><a href="https://valuefrontier.cn/company?scode=300418" target="_blank" class="link link-hover">300418</a></td><td>公司开源了全球领先的SkyReels-V1视频生成模型与SkyReels-A1表情动作可控算法，以技术平权理念重塑短剧产业生态</td><td>信源: 季报</td></tr>
|
||
<tr class="hover:bg-white/5"><td>当虹科技</td><td><a href="https://valuefrontier.cn/company?scode=688039" target="_blank" class="link link-hover">688039</a></td><td>公司Black Eye多模态视听大模型，包括文本生成、文生视频、图生视频等生成式算法</td><td>信源: 互动</td></tr>
|
||
<tr class="hover:bg-white/5"><td>捷成股份</td><td><a href="https://valuefrontier.cn/company?scode=300182" target="_blank" class="link link-hover">300182</a></td><td>公司AI智能创作引擎chatPV已推出“文生视频”功能模块</td><td>信源: 互动</td></tr>
|
||
<tr class="hover:bg-white/5"><td>因赛集团</td><td><a href="https://valuefrontier.cn/company?scode=300781" target="_blank" class="link link-hover">300781</a></td><td>公司正在研发多智能体系统，更新迭代因赛AI的算法基座，优化目前的文生文、文生图、图生视频、文生视频等功能</td><td>信源: 互动</td></tr>
|
||
<tr class="hover:bg-white/5"><td>信雅达</td><td><a href="https://valuefrontier.cn/company?scode=600571" target="_blank" class="link link-hover">600571</a></td><td>公司实控人郭华强，其女郭文景为Pika创始人之一，Pika将直接对标Sora。公司表示未与Pika有任何业务往来</td><td>信源: 公开资料</td></tr>
|
||
<tr class="hover:bg-white/5"><td>海康威视</td><td><a href="https://valuefrontier.cn/company?scode=002415" target="_blank" class="link link-hover">002415</a></td><td>公司较少涉及文生视频业务,但图文关联是公司所在行业的重要技术</td><td>信源: 互动</td></tr>
|
||
<!-- IP/版权 -->
|
||
<tr class="hover:bg-white/5"><td class="font-bold text-purple-300" rowspan="7">IP/版权</td><td>中文在线</td><td><a href="https://valuefrontier.cn/company?scode=300364" target="_blank" class="link link-hover">300364</a></td><td>中文在线拥有超过60TB的正版数据,含文字/音频/视频多种类型</td><td>信源: 互动</td></tr>
|
||
<tr class="hover:bg-white/5"><td>果麦文化</td><td><a href="https://valuefrontier.cn/company?scode=301052" target="_blank" class="link link-hover">301052</a></td><td>拥有海量优质的IP和作家</td><td>信源: 互动</td></tr>
|
||
<tr class="hover:bg-white/5"><td>掌阅科技</td><td><a href="https://valuefrontier.cn/company?scode=603533" target="_blank" class="link link-hover">603533</a></td><td>依仗数字阅读领域积累的丰富IP资源和精细化运营能力</td><td>信源: 互动</td></tr>
|
||
<tr class="hover:bg-white/5"><td>中信出版</td><td><a href="https://valuefrontier.cn/company?scode=300788" target="_blank" class="link link-hover">300788</a></td><td>公司拥有授权期内各类版权和IP储备超过1.6万种</td><td>信源: 互动</td></tr>
|
||
<tr class="hover:bg-white/5"><td>新经典</td><td><a href="https://valuefrontier.cn/company?scode=603096" target="_blank" class="link link-hover">603096</a></td><td>公司版权库现有纸质出版、数字出版、多语种授权及相关衍生权利约7000种</td><td>信源: 半年报</td></tr>
|
||
<tr class="hover:bg-white/5"><td>平治信息</td><td><a href="https://valuefrontier.cn/company?scode=300571" target="_blank" class="link link-hover">300571</a></td><td>网文平台起步较早、规模较大，拥有各类文字阅读产品60000余本，签约作者原创作品37000余本</td><td>信源: 网传纪要</td></tr>
|
||
<tr class="hover:bg-white/5"><td>视觉中国</td><td><a href="https://valuefrontier.cn/company?scode=000681" target="_blank" class="link link-hover">000681</a></td><td>公司拥有全球领先的视觉内容数字版权交易与服务平台,聚合了超过5.4亿的优质图片、视频、音乐、3D模型等数字内容</td><td>信源: 互动</td></tr>
|
||
<!-- 影视 -->
|
||
<tr class="hover:bg-white/5"><td class="font-bold text-purple-300" rowspan="10">影视</td><td>万达电影</td><td><a href="https://valuefrontier.cn/company?scode=002739" target="_blank" class="link link-hover">002739</a></td><td>2024年观影收入66.87亿元，营收占比54.09%</td><td>信源: 年报</td></tr>
|
||
<tr class="hover:bg-white/5"><td>中国电影</td><td><a href="https://valuefrontier.cn/company?scode=600977" target="_blank" class="link link-hover">600977</a></td><td>2024年影视行业营收45.23亿元，营收占比98.87%</td><td>信源: 年报</td></tr>
|
||
<tr class="hover:bg-white/5"><td>光线传媒</td><td><a href="https://valuefrontier.cn/company?scode=300251" target="_blank" class="link link-hover">300251</a></td><td>2024年电影及相关衍生业务11.29亿元，营收占比71.20%</td><td>信源: 年报</td></tr>
|
||
<tr class="hover:bg-white/5"><td>博纳影业</td><td><a href="https://valuefrontier.cn/company?scode=001330" target="_blank" class="link link-hover">001330</a></td><td>2024年影院及院线9.41亿元，营收占比64.41%</td><td>信源: 年报</td></tr>
|
||
<tr class="hover:bg-white/5"><td>幸福蓝海</td><td><a href="https://valuefrontier.cn/company?scode=300528" target="_blank" class="link link-hover">300528</a></td><td>2024年院线发行及放映营收5.19亿元，营收占比79.33%</td><td>信源: 年报</td></tr>
|
||
<tr class="hover:bg-white/5"><td>上海电影</td><td><a href="https://valuefrontier.cn/company?scode=601595" target="_blank" class="link link-hover">601595</a></td><td>2024年电影放映4.54亿元，营收占比65.83%</td><td>信源: 年报</td></tr>
|
||
<tr class="hover:bg-white/5"><td>华谊兄弟</td><td><a href="https://valuefrontier.cn/company?scode=300027" target="_blank" class="link link-hover">300027</a></td><td>2024年影视娱乐营收4.43亿元，营收占比95.24%</td><td>信源: 年报</td></tr>
|
||
<tr class="hover:bg-white/5"><td>芒果超媒</td><td><a href="https://valuefrontier.cn/company?scode=300413" target="_blank" class="link link-hover">300413</a></td><td>2024年芒果TV互联网视频业务101.79亿元，营收占比72.29%</td><td>信源: 年报</td></tr>
|
||
<tr class="hover:bg-white/5"><td>华策影视</td><td><a href="https://valuefrontier.cn/company?scode=300133" target="_blank" class="link link-hover">300133</a></td><td>2024年电视剧制作发行收入11.94亿元，营收占比61.55%</td><td>信源: 年报</td></tr>
|
||
<tr class="hover:bg-white/5"><td>新媒股份</td><td><a href="https://valuefrontier.cn/company?scode=300770" target="_blank" class="link link-hover">300770</a></td><td>2024年互联网视听业务6.33亿元，营收占比40.08%</td><td>信源: 年报</td></tr>
|
||
<!-- 短剧 -->
|
||
<tr class="hover:bg-white/5"><td class="font-bold text-purple-300" rowspan="11">短剧</td><td>中文在线</td><td><a href="https://valuefrontier.cn/company?scode=300364" target="_blank" class="link link-hover">300364</a></td><td>公司拥有短剧全链路的内容编辑、审核、评测及制作能力；参股公司CMS（持股49.16%）旗下短剧平台ReelShort</td><td>信源: 互动</td></tr>
|
||
<tr class="hover:bg-white/5"><td>掌阅科技</td><td><a href="https://valuefrontier.cn/company?scode=603533" target="_blank" class="link link-hover">603533</a></td><td>短剧为公司第一大业务；免费短剧“速看短剧APP”、收费短剧“现映APP”、海外短剧平台iDrama</td><td>信源: 互动</td></tr>
|
||
<tr class="hover:bg-white/5"><td>海看股份</td><td><a href="https://valuefrontier.cn/company?scode=301262" target="_blank" class="link link-hover">301262</a></td><td>公司与红果框架合作方联合开发平台短剧项目</td><td>信源: 互动</td></tr>
|
||
<tr class="hover:bg-white/5"><td>天威视讯</td><td><a href="https://valuefrontier.cn/company?scode=002238" target="_blank" class="link link-hover">002238</a></td><td>参股子公司中广电传媒（公司持股比例为26.17%）有从事微短剧的拍摄制作</td><td>信源: 互动</td></tr>
|
||
<tr class="hover:bg-white/5"><td>慈文传媒</td><td><a href="https://valuefrontier.cn/company?scode=002343" target="_blank" class="link link-hover">002343</a></td><td>五部网络微短剧已通过备案、正在筹备中；2025年尝试短剧出海</td><td>信源: 互动</td></tr>
|
||
<tr class="hover:bg-white/5"><td>百纳千成</td><td><a href="https://valuefrontier.cn/company?scode=300291" target="_blank" class="link link-hover">300291</a></td><td>公司主要业务为多格式影视业务(包括中短剧)</td><td>信源: 公告</td></tr>
|
||
<tr class="hover:bg-white/5"><td>华谊兄弟</td><td><a href="https://valuefrontier.cn/company?scode=300027" target="_blank" class="link link-hover">300027</a></td><td>短剧厂牌“华谊兄弟火剧”</td><td>信源: 互动</td></tr>
|
||
<tr class="hover:bg-white/5"><td>捷成股份</td><td><a href="https://valuefrontier.cn/company?scode=300182" target="_blank" class="link link-hover">300182</a></td><td>全资子公司捷成华视网聚为“中国微短剧产业合作联盟”首批成员单位</td><td>信源: 调研</td></tr>
|
||
<tr class="hover:bg-white/5"><td>因赛集团</td><td><a href="https://valuefrontier.cn/company?scode=300781" target="_blank" class="link link-hover">300781</a></td><td>公司为腾讯游戏、魅族、途游、iQOO等客户出品了多部品牌定制微短剧</td><td>信源: 调研</td></tr>
|
||
<tr class="hover:bg-white/5"><td>欢瑞世纪</td><td><a href="https://valuefrontier.cn/company?scode=000892" target="_blank" class="link link-hover">000892</a></td><td>公司已经成立了专门负责短剧、互动剧的业务团队，实现精品化和规模化生产</td><td>信源: 年报</td></tr>
|
||
<tr class="hover:bg-white/5"><td>遥望科技</td><td><a href="https://valuefrontier.cn/company?scode=002291" target="_blank" class="link link-hover">002291</a></td><td>2024年公司通过“联盟模式”携手优质内容创作者，共同开发多样性短剧</td><td>信源: 半年报</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
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|
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