724 lines
41 KiB
HTML
724 lines
41 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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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, shrink-to-fit=no">
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<title>版权概念洞察 - AI时代的核心生产资料</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800|Noto+Sans+SC:300,400,500,700&display=swap" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></script>
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<style>
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:root {
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--primary: #3b82f6;
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--secondary: #8b5cf6;
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--accent: #ec4899;
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}
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body {
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font-family: 'Inter', 'Noto Sans SC', sans-serif;
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background: linear-gradient(135deg, #f5f7fa 0%, #c3cfe2 100%);
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min-height: 100vh;
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}
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.gradient-text {
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background: linear-gradient(90deg, #3b82f6, #8b5cf6);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.card-shadow {
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box-shadow: 0 10px 25px rgba(0, 0, 0, 0.08);
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.timeline-dot::before {
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content: '';
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position: absolute;
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height: 12px;
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border-radius: 50%;
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background: #3b82f6;
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left: -24px;
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top: 6px;
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}
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.timeline-line {
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position: absolute;
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width: 2px;
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left: -18px;
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top: 12px;
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}
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.table-container {
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overflow-x: visible;
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}
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@media (max-width: 768px) {
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.table-container {
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overflow-x: auto;
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}
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}
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.mermaid-placeholder {
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background: #f9fafb;
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border: 1px dashed #d1d5db;
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border-radius: 8px;
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padding: 1rem;
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text-align: center;
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color: #6b7280;
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}
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</style>
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</head>
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<body class="bg-gray-50">
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 页面标题 -->
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<div class="text-center mb-10">
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<h1 class="text-4xl md:text-5xl font-bold gradient-text mb-3">版权概念洞察</h1>
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<p class="text-xl text-gray-600">AI时代的核心生产资料</p>
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</div>
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<!-- 概念时间轴 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-history text-blue-500 mr-3"></i>概念事件时间轴
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</h2>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="space-y-6">
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<div class="timeline-dot">
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<div class="bg-blue-50 rounded-lg p-4">
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<div class="flex flex-col md:flex-row md:items-center">
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<span class="font-bold text-blue-600 min-w-[120px]">2021-07</span>
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<span class="font-medium text-gray-800 flex-1">国家市场监管总局责令腾讯音乐解除独家版权</span>
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<span class="text-sm text-gray-600 mt-1 md:mt-0 md:ml-4">行业进入"非独家+分成"时代，版权价格下降</span>
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</div>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="bg-blue-50 rounded-lg p-4">
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<div class="flex flex-col md:flex-row md:items-center">
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<span class="font-bold text-blue-600 min-w-[120px]">2023-12</span>
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<span class="font-medium text-gray-800 flex-1">《纽约时报》起诉OpenAI侵权</span>
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<span class="text-sm text-gray-600 mt-1 md:mt-0 md:ml-4">拉开全球AI训练数据版权诉讼序幕</span>
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</div>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="bg-blue-50 rounded-lg p-4">
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<div class="flex flex-col md:flex-row md:items-center">
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<span class="font-bold text-blue-600 min-w-[120px]">2024-02</span>
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<span class="font-medium text-gray-800 flex-1">谷歌因使用法国出版商内容训练Gemini被罚</span>
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<span class="text-sm text-gray-600 mt-1 md:mt-0 md:ml-4"><span class="font-bold">2.5亿欧元</span> 验证版权内容商业价值</span>
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</div>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="bg-blue-50 rounded-lg p-4">
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<div class="flex flex-col md:flex-row md:items-center">
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<span class="font-bold text-blue-600 min-w-[120px]">2024-05</span>
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<span class="font-medium text-gray-800 flex-1">中宣部启动"剑网2025"专项行动，重点规范微短剧版权</span>
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<span class="text-sm text-gray-600 mt-1 md:mt-0 md:ml-4">政策催化短剧版权规范化</span>
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</div>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="bg-blue-50 rounded-lg p-4">
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<div class="flex flex-col md:flex-row md:items-center">
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<span class="font-bold text-blue-600 min-w-[120px]">2024-12</span>
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<span class="font-medium text-gray-800 flex-1">成都发行全国首单版权ABN</span>
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<span class="text-sm text-gray-600 mt-1 md:mt-0 md:ml-4"><span class="font-bold">1亿元</span> 版权资产证券化破冰</span>
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</div>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="bg-blue-50 rounded-lg p-4">
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<div class="flex flex-col md:flex-row md:items-center">
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<span class="font-bold text-blue-600 min-w-[120px]">2025-07</span>
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<span class="font-medium text-gray-800 flex-1">国家版权局印发《关于加快推进版权事业高质量发展的意见》</span>
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<span class="text-sm text-gray-600 mt-1 md:mt-0 md:ml-4">明确AI时代版权与新技术融合方向</span>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="bg-gradient-to-r from-blue-600 to-purple-600 rounded-xl card-shadow p-6 mb-8 text-white">
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<h2 class="text-2xl font-bold mb-4 flex items-center">
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<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
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</h2>
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<blockquote class="text-lg leading-relaxed">
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版权概念已从"防御性维权"升级为"AI时代的核心生产资料"。<span class="font-bold">政策（剑网2025）+技术（AIGC确权需求）+金融（版权ABS）</span>三重共振下，<span class="font-bold text-yellow-300">2025年将成为版权价值重估元年</span>，拥有稀缺数据/IP且具备技术变现能力的公司最受益。
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</blockquote>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-brain text-purple-500 mr-3"></i>核心逻辑与市场认知分析
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold text-gray-700 mb-4">核心驱动力：三重共振</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-blue-50 rounded-lg p-5">
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<div class="flex items-center mb-3">
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<div class="bg-blue-500 w-10 h-10 rounded-full flex items-center justify-center text-white font-bold mr-3">1</div>
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<h4 class="font-bold text-gray-800">政策强制规范</h4>
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</div>
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<ul class="space-y-2 text-gray-700">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-blue-500 mt-1 mr-2"></i>
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<span>微短剧纳入"剑网2025"重点整治，<strong>抖音/快手等平台需建立版权中台</strong>（如抖音2025年5月成立短剧版权中心）</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-blue-500 mt-1 mr-2"></i>
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<span><strong>AI生成内容需强制标识</strong>（2025年9月新规），倒逼确权需求爆发</span>
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</li>
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</ul>
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</div>
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<div class="bg-purple-50 rounded-lg p-5">
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<div class="flex items-center mb-3">
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<div class="bg-purple-500 w-10 h-10 rounded-full flex items-center justify-center text-white font-bold mr-3">2</div>
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<h4 class="font-bold text-gray-800">技术重构价值链</h4>
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</div>
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<ul class="space-y-2 text-gray-700">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-purple-500 mt-1 mr-2"></i>
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<span>AIGC训练需<strong>海量正版数据</strong>，Reddit数据授权费<strong>6000万美元/年</strong>验证变现路径</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-purple-500 mt-1 mr-2"></i>
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<span><strong>数字水印+区块链</strong>技术成熟（阜博VDNA技术识别率>99%，创业黑马区块链确权平台已对接华为/腾讯）</span>
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</li>
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</ul>
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</div>
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<div class="bg-pink-50 rounded-lg p-5">
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<div class="flex items-center mb-3">
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<div class="bg-pink-500 w-10 h-10 rounded-full flex items-center justify-center text-white font-bold mr-3">3</div>
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<h4 class="font-bold text-gray-800">金融工具创新</h4>
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</div>
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<ul class="space-y-2 text-gray-700">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-pink-500 mt-1 mr-2"></i>
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<span>版权ABS（成都1亿元ABN）+NFT交易（视觉中国已落地）打开流动性溢价</span>
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</li>
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</ul>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-gray-700 mb-4">市场认知偏差</h3>
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<div class="bg-yellow-50 border-l-4 border-yellow-500 p-4 rounded">
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<p class="font-bold text-gray-800 mb-2">普遍误区：</p>
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<p class="text-gray-700 mb-3">认为版权仅是法律成本</p>
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<p class="font-bold text-gray-800 mb-2">预期差：</p>
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<p class="text-gray-700">实际已成为<strong>AI模型的"算力税"</strong>——头部内容方（如华策3万小时影视版权）可收取<strong>5-20%的AI训练分成</strong>（参考OpenAI与Axel Springer协议）</p>
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</div>
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</div>
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</div>
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<!-- 催化剂与发展路径 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-rocket text-green-500 mr-3"></i>催化剂与发展路径
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold text-gray-700 mb-4">近期催化剂（3-6个月）</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full divide-y divide-gray-200">
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<thead class="bg-gray-50">
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<tr>
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<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">事件</th>
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<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">影响标的</th>
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<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">逻辑</th>
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</tr>
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</thead>
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<tbody class="bg-white divide-y divide-gray-200">
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<tr>
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<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">微短剧备案制落地（2025Q3）</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-blue-600 font-medium">阜博集团（HK03738）</td>
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<td class="px-6 py-4 text-sm text-gray-500">抖音等平台需采购版权监测服务，阜博已与央视/抖音签约</td>
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</tr>
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<tr class="bg-gray-50">
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<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">Kimi等国产大模型商业化</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-blue-600 font-medium">中文在线（300364）</td>
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<td class="px-6 py-4 text-sm text-gray-500">长文本训练需求爆发，公司60TB正版数据已接入阶跃星辰</td>
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</tr>
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<tr>
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<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">第二批版权ABS发行</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-blue-600 font-medium">创业黑马（300688）</td>
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<td class="px-6 py-4 text-sm text-gray-500">版信通区块链确权平台或参与底层资产服务</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-gray-700 mb-4">长期路径（2025-2027）</h3>
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||
<div class="mermaid-placeholder">
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<p class="mb-2">版权发展路径图</p>
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<div class="flex flex-wrap justify-center items-center gap-3">
|
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<div class="bg-blue-100 text-blue-800 px-4 py-2 rounded-lg font-medium">版权确权</div>
|
||
<i class="fas fa-arrow-right text-gray-400"></i>
|
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<div class="bg-purple-100 text-purple-800 px-4 py-2 rounded-lg font-medium">AI训练分成</div>
|
||
<i class="fas fa-arrow-right text-gray-400"></i>
|
||
<div class="bg-pink-100 text-pink-800 px-4 py-2 rounded-lg font-medium">资产证券化</div>
|
||
<i class="fas fa-arrow-right text-gray-400"></i>
|
||
<div class="bg-yellow-100 text-yellow-800 px-4 py-2 rounded-lg font-medium">IP衍生品变现</div>
|
||
<i class="fas fa-arrow-right text-gray-400"></i>
|
||
<div class="bg-green-100 text-green-800 px-4 py-2 rounded-lg font-medium">全球版权交易网络</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
|
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-project-diagram text-indigo-500 mr-3"></i>产业链与核心公司
|
||
</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">产业链图谱</h3>
|
||
<div class="mermaid-placeholder">
|
||
<p class="mb-4">产业链结构图</p>
|
||
<div class="flex flex-col md:flex-row items-center justify-center gap-4 md:gap-8">
|
||
<div class="bg-blue-100 rounded-lg p-4 w-full md:w-64 text-center">
|
||
<h4 class="font-bold text-blue-800 mb-2">上游：内容生产</h4>
|
||
<div class="text-sm text-blue-700">
|
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<p>华策影视(3万小时版权)</p>
|
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<p>中文在线(60TB数据)</p>
|
||
</div>
|
||
</div>
|
||
<i class="fas fa-arrow-right text-gray-400 text-2xl"></i>
|
||
<div class="bg-purple-100 rounded-lg p-4 w-full md:w-64 text-center">
|
||
<h4 class="font-bold text-purple-800 mb-2">中游：确权技术</h4>
|
||
<div class="text-sm text-purple-700">
|
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<p>阜博集团(VDNA技术)</p>
|
||
<p>创业黑马(区块链确权)</p>
|
||
</div>
|
||
</div>
|
||
<i class="fas fa-arrow-right text-gray-400 text-2xl"></i>
|
||
<div class="bg-pink-100 rounded-lg p-4 w-full md:w-64 text-center">
|
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<h4 class="font-bold text-pink-800 mb-2">下游：变现场景</h4>
|
||
<div class="text-sm text-pink-700">
|
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<p>抖音(短剧分账)</p>
|
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<p>OpenAI(训练分成)</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
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</div>
|
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</div>
|
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|
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<div>
|
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<h3 class="text-xl font-semibold text-gray-700 mb-4">核心玩家对比</h3>
|
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<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
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<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">版权资源</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">技术壁垒</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">变现模式</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-bold text-gray-900">阜博集团</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">服务迪士尼/华纳等<strong>50%全球头部IP</strong></td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">VDNA识别率<strong>99.9%</strong></td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">YouTube分账+抖音合作</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">客户自建系统风险</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-bold text-gray-900">中文在线</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500"><strong>510万种数字内容</strong></td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">已接入<strong>Kimi/阶跃星辰</strong></td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">数据授权费+AI衍生内容</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">授权价格谈判能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-bold text-gray-900">创业黑马</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">版信通<strong>独家对接应用市场</strong></td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">工信部认证区块链平台</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">确权服务费<strong>50%毛利率</strong></td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">政策补贴退坡</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-gray-50 p-4 rounded-lg">
|
||
<h4 class="font-bold text-gray-800 mb-2">验证与证伪</h4>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-green-50 p-3 rounded">
|
||
<p class="font-bold text-green-800 mb-1">证真：</p>
|
||
<p class="text-sm text-green-700">阜博2024年大陆收入<strong>10.02亿港元</strong>（+500%），印证抖音版权合作落地</p>
|
||
</div>
|
||
<div class="bg-red-50 p-3 rounded">
|
||
<p class="font-bold text-red-800 mb-1">证伪：</p>
|
||
<p class="text-sm text-red-700">某研报称"所有出版公司均可变现"，但路演显示<strong>仅头部10%内容</strong>有AI训练价值（需独家/垂类数据）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-red-500 mr-3"></i>潜在风险
|
||
</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险类型</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">具体表现</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">影响程度</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">技术风险</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">数字水印被破解（如Stable Diffusion已出现去水印插件）</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-yellow-100 text-yellow-800">
|
||
中
|
||
</span>
|
||
</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">商业化风险</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">中小内容方议价能力弱（<strong>长尾内容授权价<0.01元/条</strong>）</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-red-100 text-red-800">
|
||
高
|
||
</span>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">政策风险</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">若强制要求AI公司<strong>100%授权</strong>，可能推高训练成本抑制创新</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-yellow-100 text-yellow-800">
|
||
中
|
||
</span>
|
||
</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">数据矛盾</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">路演显示<strong>80%短剧未确权</strong>，但新闻称"备案率超90%"——实为<strong>登记≠确权</strong></td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-red-100 text-red-800">
|
||
高
|
||
</span>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="bg-gradient-to-r from-indigo-600 to-blue-600 rounded-xl card-shadow p-6 mb-8 text-white">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-chart-line mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">阶段判断</h3>
|
||
<p class="text-lg leading-relaxed">
|
||
版权概念处于<strong>"政策强制+技术刚需"驱动的基本面拐点</strong>，非主题炒作。2025年Q3前为<strong>估值提升期</strong>，Q4后进入<strong>业绩兑现期</strong>。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">投资优先级</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="bg-white text-blue-600 w-8 h-8 rounded-full flex items-center justify-center font-bold mr-3 flex-shrink-0">1</div>
|
||
<div>
|
||
<p class="font-bold"><strong>技术服务商</strong>：阜博集团（全球版权监测龙头，抖音合作弹性大）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-white text-blue-600 w-8 h-8 rounded-full flex items-center justify-center font-bold mr-3 flex-shrink-0">2</div>
|
||
<div>
|
||
<p class="font-bold"><strong>稀缺数据方</strong>：中文在线（文学数据不可替代，已绑定头部大模型）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-white text-blue-600 w-8 h-8 rounded-full flex items-center justify-center font-bold mr-3 flex-shrink-0">3</div>
|
||
<div>
|
||
<p class="font-bold"><strong>基础设施</strong>：创业黑马（区块链确权唯一性，政策红利期）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">关键跟踪指标</h3>
|
||
<div class="bg-blue-500 bg-opacity-30 p-4 rounded-lg">
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-dot-circle mt-1 mr-2"></i>
|
||
<span><strong>阜博</strong>：抖音版权监测<strong>月度调用量</strong>（当前未披露，需调研）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-dot-circle mt-1 mr-2"></i>
|
||
<span><strong>中文在线</strong>：AI数据授权<strong>单TB价格</strong>（当前约<strong>5-8万元/TB/年</strong>）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-dot-circle mt-1 mr-2"></i>
|
||
<span><strong>政策</strong>：微短剧备案制执行后<strong>确权覆盖率</strong>（目标>50%）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="mt-4 bg-yellow-500 bg-opacity-30 p-4 rounded-lg">
|
||
<p class="font-bold">风险提示：</p>
|
||
<p>若出现"AI训练合理使用"司法解释，可能削弱版权分成逻辑，需密切跟踪美国《纽约时报》案判决。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-table text-blue-500 mr-3"></i>关联股票数据
|
||
</h2>
|
||
|
||
<div class="table-container">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">读客文化</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">大众出版</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">出版传媒</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">公司主营业务涉及大众出版领域，属于出版传媒行业。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">新经典</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">大众出版</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">出版传媒</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">专注于大众出版业务，属于出版传媒行业。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">果麦文化</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">大众出版</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">出版传媒</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">从事大众出版业务，属于出版传媒行业。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">天舟文化</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">大众出版</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">出版传媒</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">业务涵盖大众出版，属于出版传媒行业。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">世纪天鸿</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">大众出版</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">出版传媒</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">涉及大众出版业务，属于出版传媒行业。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">荣信文化</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">大众出版</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">出版传媒</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">主营业务为大众出版，属于出版传媒行业。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">城市传媒</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国资出版</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国有出版</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国有控股出版企业，属于国资出版分类。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">出版传媒</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国资出版</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国有出版</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国有控股，专注于出版业务，属于国资出版分类。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">南方传媒</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国资出版</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国有出版</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国有出版企业，属于国资出版分类。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">山东出版</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国资出版</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国有出版</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国有控股出版公司，属于国资出版分类。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">新华文轩</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国资出版</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国有出版</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国有出版企业，属于国资出版分类。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">凤凰传媒</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国资出版</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国有出版</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国有控股，业务涵盖出版传媒，属于国资出版分类。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中南文化</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国资出版</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国有出版</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国有背景出版企业，属于国资出版分类。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中信出版</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国资出版</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国有出版</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国有控股出版公司，属于国资出版分类。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">浙版传媒</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国资出版</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国有出版</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国有出版企业，属于国资出版分类。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">龙版传媒</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国资出版</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国有出版</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国有控股，业务涉及出版传媒，属于国资出版分类。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中国出版</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国资出版</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国有出版</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国有出版企业，属于国资出版分类。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">新华传媒</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国资出版</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国有出版</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国有控股，业务涵盖出版传媒，属于国资出版分类。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">内蒙古新华</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国资出版</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国有出版</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国有出版企业，属于国资出版分类。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">读者传媒</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国资出版</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国有出版</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国有控股，业务涉及出版传媒，属于国资出版分类。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中文传媒</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国资出版</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国有出版</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国有出版企业，属于国资出版分类。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中南传媒</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国资出版</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国有出版</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国有控股，业务涵盖出版传媒，属于国资出版分类。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">华策影视</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">影视动画</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">影视制作</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">主营业务为影视内容制作，属于影视动画产业链。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">捷成股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">影视动画</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">影视技术</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">提供影视技术及内容服务，属于影视动画产业链。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">上海电影</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">影视动画</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">影视制作</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">涉及影视制作与发行，属于影视动画产业链。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中广天择</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">影视动画</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">影视制作</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">专注于影视内容制作，属于影视动画产业链。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">奥飞娱乐</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">影视动画</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">动漫娱乐</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">主营业务为动漫及娱乐内容，属于影视动画产业链。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">掌阅科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">网文文库</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">数字阅读</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">专注于网络文学及数字阅读，属于网文文库领域。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中文在线</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">网文文库</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">数字出版</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">提供网络文学及数字内容服务，属于网文文库领域。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中国科传</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">图片字库</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">出版传媒</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">涉及图片及字库相关出版业务，属于图片字库领域。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">视觉中国</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">图片字库</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">视觉内容</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">主营业务为视觉内容服务，属于图片字库领域。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">汉仪股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">图片字库</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">字体设计</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">专注于字体设计及字库开发，属于图片字库领域。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</body>
|
||
</html>
|
||
``` |