558 lines
29 KiB
HTML
558 lines
29 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>AI商业赋能 - 行业洞察与股票分析</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
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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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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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color: #e2e8f0;
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.gradient-text {
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background: linear-gradient(90deg, #3b82f6, #8b5cf6);
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-webkit-text-fill-color: transparent;
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}
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.card-bg {
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background: rgba(30, 41, 59, 0.7);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(71, 85, 105, 0.3);
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}
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border-radius: 50%;
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height: calc(100% + 10px);
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background: #334155;
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.table-container {
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overflow-x: auto;
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@media (max-width: 768px) {
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.table-container {
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overflow-x: scroll;
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}
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}
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</style>
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</head>
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<body class="min-h-screen p-4 md:p-8">
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<div class="max-w-7xl mx-auto">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">AI商业赋能</h1>
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<p class="text-lg md:text-xl text-slate-300 max-w-3xl mx-auto">
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AI技术通过降本增效、模式创新、增收变现等方式,深度改造传统行业业务流程与商业模式
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</p>
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</div>
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<!-- 概念事件 -->
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<div class="card-bg rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">概念事件</h2>
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<div class="space-y-6 pl-8">
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<div class="timeline-line timeline-dot">
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<div class="font-semibold text-blue-300">2024年8月</div>
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<p class="mt-2">网信办第七批算法备案(487个算法)落地,腾讯、网易、华为等头部企业密集备案,标志AIGC商业化加速。</p>
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</div>
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<div class="timeline-line timeline-dot">
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<div class="font-semibold text-blue-300">2024年12月</div>
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<p class="mt-2">DeepSeek开源模型发布,<span class="text-purple-400 font-semibold">推理成本降低85%</span>(每千tokens仅0.003元),推动AI从"堆算力"转向"低成本+开源"路径。</p>
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</div>
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<div class="timeline-line timeline-dot">
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<div class="font-semibold text-blue-300">2025年2月</div>
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<p class="mt-2">国家医保局召开医保数据赋能商保座谈会,明确医保大数据向商业健康险开放,AI医疗场景落地预期升温。</p>
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</div>
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<div class="timeline-dot">
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<div class="font-semibold text-blue-300">2025年3月</div>
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<p class="mt-2">腾讯混元、华为昇腾等国产大模型在金融、教育、制造领域规模化部署,<span class="text-purple-400 font-semibold">AI+金融</span>(如东方财富妙想大模型压缩投研流程至30秒)、<span class="text-purple-400 font-semibold">AI+教育</span>(如豆神教育九霄平台课程成本降99%)成为标杆案例。</p>
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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="card-bg rounded-xl p-6 mb-8 border-l-4 border-blue-500">
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<h2 class="text-2xl font-bold mb-4 text-blue-400">核心观点摘要</h2>
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<div class="bg-slate-800 rounded-lg p-4">
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<p class="text-lg leading-relaxed">
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AI商业赋能已从"技术验证"进入"商业化兑现"阶段,<span class="text-purple-400 font-semibold">低成本开源模型(如DeepSeek)</span>与<span class="text-purple-400 font-semibold">政策数据开放(如医保数据)</span>是核心催化剂。短期看金融、教育、电商场景落地最快,长期需关注<span class="text-purple-400 font-semibold">AI Agent重构产业链</span>的颠覆性机会。
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</p>
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</div>
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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="grid grid-cols-1 lg:grid-cols-2 gap-6 mb-8">
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<div class="card-bg rounded-xl p-6">
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<h3 class="text-xl font-bold mb-4 text-blue-400">核心驱动力</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full p-2 mr-3 mt-1">
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<i class="fas fa-microchip text-white text-sm"></i>
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</div>
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<div>
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<h4 class="font-semibold">技术拐点</h4>
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<p class="text-sm text-slate-300">DeepSeek等模型<span class="text-purple-400 font-semibold">推理成本下降85%</span>(2024年12月),使AI从"高门槛实验"变为"普惠工具"。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-green-500 rounded-full p-2 mr-3 mt-1">
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<i class="fas fa-file-contract text-white text-sm"></i>
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</div>
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<div>
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<h4 class="font-semibold">政策红利</h4>
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<p class="text-sm text-slate-300">医保数据开放(2025年2月)、算法备案加速(2024年8月),为AI医疗、金融提供合规数据基础。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-purple-500 rounded-full p-2 mr-3 mt-1">
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<i class="fas fa-chart-line text-white text-sm"></i>
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</div>
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<div>
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<h4 class="font-semibold">需求刚性</h4>
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<p class="text-sm text-slate-300">企业降本增效需求迫切(如多邻国AI裁员后人效提升50%),C端用户为AI功能付费意愿增强(如科大讯飞AI学习机GMV同比增85%)。</p>
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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 class="card-bg rounded-xl p-6">
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<h3 class="text-xl font-bold mb-4 text-blue-400">市场热度与预期差</h3>
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<div class="space-y-4">
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<div>
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<h4 class="font-semibold mb-2">市场热度与情绪</h4>
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<ul class="text-sm text-slate-300 space-y-2">
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<li>• <span class="text-purple-400 font-semibold">研报密集度</span>:2024年12月-2025年3月,超20篇研报聚焦AI+金融/教育/电商,情绪从"概念炒作"转向"订单验证"。</li>
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<li>• <span class="text-purple-400 font-semibold">路演反馈</span>:梅卡曼德(工业机器人)披露全球部署1.5万台设备,客户复购率80%,验证商业化闭环。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold mb-2">预期差分析</h4>
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<div class="bg-slate-800 rounded-lg p-3">
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<p class="text-sm"><span class="text-yellow-400 font-semibold">市场共识</span>:AI将替代人力降本。</p>
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<p class="text-sm mt-2"><span class="text-green-400 font-semibold">预期差</span>:实际落地中,<span class="text-purple-400 font-semibold">数据壁垒</span>(如华大基因百万级基因数据)和<span class="text-purple-400 font-semibold">场景Know-how</span>(如焦点科技外贸AI需历史订单训练)才是护城河,纯技术公司可能掉队。</p>
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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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<!-- 关键催化剂与未来发展路径 -->
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<div class="card-bg rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">关键催化剂与未来发展路径</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-semibold mb-4 text-purple-400">近期催化剂(3-6个月)</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="bg-purple-500 rounded-full p-1 mr-3 mt-1">
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<i class="fas fa-check text-white text-xs"></i>
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</div>
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<p><span class="font-semibold">政策落地</span>:医保数据向商保开放细则(2025年Q2),催化AI医疗险产品爆发。</p>
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</div>
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<div class="flex items-start">
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<div class="bg-purple-500 rounded-full p-1 mr-3 mt-1">
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<i class="fas fa-check text-white text-xs"></i>
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</div>
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<p><span class="font-semibold">技术迭代</span>:华为昇腾920芯片量产(2025年Q3),<span class="text-purple-400 font-semibold">国产算力替代</span>加速。</p>
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</div>
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<div class="flex items-start">
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<div class="bg-purple-500 rounded-full p-1 mr-3 mt-1">
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<i class="fas fa-check text-white text-xs"></i>
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</div>
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<p><span class="font-semibold">订单验证</span>:科大讯飞AI学习机2025年Q1出货量(需跟踪是否突破<span class="text-purple-400 font-semibold">100万台</span>)。</p>
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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 mb-4 text-purple-400">长期路径</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full p-1 mr-3 mt-1">
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<span class="text-white text-xs font-bold">1</span>
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</div>
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<p><span class="font-semibold">2025-2026</span>:垂直场景AI Agent普及(如金融投顾、教育私教)。</p>
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</div>
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full p-1 mr-3 mt-1">
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<span class="text-white text-xs font-bold">2</span>
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</div>
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<p><span class="font-semibold">2027-2028</span>:AI重构产业链(如AI制药缩短研发周期50%)。</p>
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</div>
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full p-1 mr-3 mt-1">
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<span class="text-white text-xs font-bold">3</span>
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</div>
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<p><span class="font-semibold">2029+</span>:通用AI Agent成为企业标配,<span class="text-purple-400 font-semibold">人力成本占比降至30%以下</span>。</p>
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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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<!-- 产业链与核心公司深度剖析 -->
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<div class="card-bg rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">产业链与核心公司深度剖析</h2>
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<!-- 产业链图谱 -->
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-purple-400">产业链图谱</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-slate-800 rounded-lg p-4 text-center">
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<div class="text-blue-400 font-bold mb-2">上游</div>
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<div class="text-sm">算力(寒武纪、海光信息)</div>
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<div class="text-sm">数据(医保局、华大基因)</div>
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</div>
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<div class="bg-slate-800 rounded-lg p-4 text-center">
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<div class="text-purple-400 font-bold mb-2">中游</div>
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<div class="text-sm">大模型(腾讯混元、科大讯飞星火)</div>
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<div class="text-sm">AI工具(WPS AI、焦点科技AI麦可)</div>
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</div>
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<div class="bg-slate-800 rounded-lg p-4 text-center">
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<div class="text-green-400 font-bold mb-2">下游</div>
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<div class="text-sm">金融(同花顺)</div>
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<div class="text-sm">教育(豆神教育)</div>
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<div class="text-sm">电商(值得买)</div>
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</div>
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</div>
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</div>
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<!-- 核心玩家对比 -->
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<div>
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<h3 class="text-xl font-semibold mb-4 text-purple-400">核心玩家对比</h3>
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<div class="table-container">
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<table class="w-full text-sm">
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<thead>
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<tr class="border-b border-slate-700">
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<th class="text-left py-3 px-4">公司</th>
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<th class="text-left py-3 px-4">场景优势</th>
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<th class="text-left py-3 px-4">数据壁垒</th>
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<th class="text-left py-3 px-4">风险点</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-slate-700">
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<td class="py-3 px-4 font-semibold text-blue-400">科大讯飞</td>
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<td class="py-3 px-4">教育AI市占率第一</td>
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<td class="py-3 px-4">2亿学生语音数据</td>
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<td class="py-3 px-4">硬件毛利率承压</td>
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</tr>
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<tr class="border-b border-slate-700">
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<td class="py-3 px-4 font-semibold text-blue-400">焦点科技</td>
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<td class="py-3 px-4">外贸AI唯一规模化应用</td>
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<td class="py-3 px-4">10年历史订单数据</td>
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<td class="py-3 px-4">跨境政策波动</td>
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</tr>
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<tr>
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<td class="py-3 px-4 font-semibold text-blue-400">华大基因</td>
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<td class="py-3 px-4">基因AI临床落地</td>
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<td class="py-3 px-4">百万级基因组数据</td>
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<td class="py-3 px-4">伦理审批延迟</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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<!-- 潜在风险与挑战 -->
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<div class="card-bg rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">潜在风险与挑战</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-red-900/20 border border-red-800/50 rounded-lg p-4">
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<h3 class="text-lg font-semibold mb-3 text-red-400">技术风险</h3>
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<ul class="space-y-2 text-sm">
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<li>• <span class="font-semibold">算力瓶颈</span>:英伟达H100禁售,国产芯片性能差距3倍(寒武纪vs英伟达)。</li>
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<li>• <span class="font-semibold">模型幻觉</span>:医疗AI误诊率若超0.1%,可能引发法律诉讼。</li>
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</ul>
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</div>
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<div class="bg-yellow-900/20 border border-yellow-800/50 rounded-lg p-4">
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<h3 class="text-lg font-semibold mb-3 text-yellow-400">商业化风险</h3>
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<ul class="space-y-2 text-sm">
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<li>• <span class="font-semibold">付费意愿</span>:C端AI工具ARPU仅20元/月(值得买数据),低于预期。</li>
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<li>• <span class="font-semibold">场景碎片化</span>:工业AI需定制化,难以标准化复制。</li>
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</ul>
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</div>
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<div class="bg-orange-900/20 border border-orange-800/50 rounded-lg p-4">
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<h3 class="text-lg font-semibold mb-3 text-orange-400">政策风险</h3>
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<ul class="space-y-2 text-sm">
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<li>• <span class="font-semibold">数据合规</span>:医保数据开放可能因隐私问题收紧。</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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<!-- 综合结论与投资启示 -->
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<div class="card-bg rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">综合结论与投资启示</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">阶段判断</h3>
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<p class="leading-relaxed">
|
||
AI商业赋能处于<span class="text-purple-400 font-semibold">"订单验证期"</span>,头部公司(如科大讯飞、焦点科技)已进入基本面驱动阶段,主题炒作风险降低。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">投资方向</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-slate-800 rounded-lg p-3">
|
||
<h4 class="font-semibold text-blue-400">高景气细分</h4>
|
||
<p class="text-sm">AI+金融(恒生电子)、AI+教育(豆神教育)</p>
|
||
</div>
|
||
<div class="bg-slate-800 rounded-lg p-3">
|
||
<h4 class="font-semibold text-blue-400">数据垄断型</h4>
|
||
<p class="text-sm">华大基因(基因数据)、美年健康(体检数据)</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<h4 class="font-semibold text-blue-400 mb-2">科大讯飞</h4>
|
||
<p class="text-sm">AI学习机<span class="text-purple-400 font-semibold">季度出货量</span>(需突破100万台)</p>
|
||
</div>
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<h4 class="font-semibold text-blue-400 mb-2">焦点科技</h4>
|
||
<p class="text-sm">AI麦可<span class="text-purple-400 font-semibold">付费转化率</span>(当前30%,目标50%)</p>
|
||
</div>
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<h4 class="font-semibold text-blue-400 mb-2">政策</h4>
|
||
<p class="text-sm">医保数据开放<span class="text-purple-400 font-semibold">试点城市数量</span>(需超10个)</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card-bg rounded-xl p-6">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">关联股票数据</h2>
|
||
|
||
<!-- AI电商跨境电商 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">AI电商跨境电商(240527)</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4">股票</th>
|
||
<th class="text-left py-3 px-4">行业</th>
|
||
<th class="text-left py-3 px-4">项目</th>
|
||
<th class="text-left py-3 px-4">产业链/合作伙伴/业绩表现</th>
|
||
<th class="text-left py-3 px-4">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">易点天下</td>
|
||
<td class="py-3 px-4">AI营销</td>
|
||
<td class="py-3 px-4">KreadoAI平台、CPA计价模式、智能系统开发</td>
|
||
<td class="py-3 px-4">中长尾媒体投放</td>
|
||
<td class="py-3 px-4">公司通过KreadoAI平台和智能系统优化广告服务,且在中长尾媒体投放经验丰富</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">蓝色光标</td>
|
||
<td class="py-3 px-4">AI营销</td>
|
||
<td class="py-3 px-4">营销行业模型、AI时代营销数据底座/工作流底座</td>
|
||
<td class="py-3 px-4">微软、谷歌、智谱</td>
|
||
<td class="py-3 px-4">与科技巨头合作构建AI营销基础设施,发展行业模型和数据底座</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">汇量科技</td>
|
||
<td class="py-3 px-4">AI电商</td>
|
||
<td class="py-3 px-4">Target ROAS智能出价功能</td>
|
||
<td class="py-3 px-4">24H1流水超Mintegral总流水60%,Q3业绩加速</td>
|
||
<td class="py-3 px-4">智能出价功能上线后对集团收入贡献显著提升</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">焦点科技</td>
|
||
<td class="py-3 px-4">AI电商</td>
|
||
<td class="py-3 px-4">AI+跨境产品"门道(Mentarc)"、AI麦可4.0版本升级</td>
|
||
<td class="py-3 px-4">跨境电商</td>
|
||
<td class="py-3 px-4">发布跨境AI产品并升级AI工具,拓展跨境电商产业链应用</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">值得买</td>
|
||
<td class="py-3 px-4">电商</td>
|
||
<td class="py-3 px-4">AI购物助手"小值"</td>
|
||
<td class="py-3 px-4">双11期间GMV占比78.5%,服务量环比提升40%</td>
|
||
<td class="py-3 px-4">AI助手在促销期间显著提升交易规模和服务效率</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">青木股份</td>
|
||
<td class="py-3 px-4">其他</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">未明确提及具体AI相关项目或产业链定位</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">遥望科技</td>
|
||
<td class="py-3 px-4">其他</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">未明确提及具体AI相关项目或产业链定位</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-blue-400">返利科技</td>
|
||
<td class="py-3 px-4">其他</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">未明确提及具体AI相关项目或产业链定位</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- AI营销 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">AI营销(20241111)</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4">股票</th>
|
||
<th class="text-left py-3 px-4">行业</th>
|
||
<th class="text-left py-3 px-4">项目</th>
|
||
<th class="text-left py-3 px-4">分类</th>
|
||
<th class="text-left py-3 px-4">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">易点天下</td>
|
||
<td class="py-3 px-4">互联网营销</td>
|
||
<td class="py-3 px-4">TikTok出海</td>
|
||
<td class="py-3 px-4">出海概念</td>
|
||
<td class="py-3 px-4">为全球广告主提供互联网营销服务,涉及TikTok出海项目</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">蓝色光标</td>
|
||
<td class="py-3 px-4">营销服务</td>
|
||
<td class="py-3 px-4">AI营销、出海、SIP</td>
|
||
<td class="py-3 px-4">AI营销、出海概念</td>
|
||
<td class="py-3 px-4">在数字营销、广告投放等领域具有较强竞争力,与字节跳动合作代理TikTok海外广告</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">智度股份</td>
|
||
<td class="py-3 px-4">互联网广告</td>
|
||
<td class="py-3 px-4">TikTok合作</td>
|
||
<td class="py-3 px-4">出海概念</td>
|
||
<td class="py-3 px-4">AppLovin合作伙伴,代理TikTok海外广告业务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">奥美传媒</td>
|
||
<td class="py-3 px-4">数字营销</td>
|
||
<td class="py-3 px-4">TikTok电商</td>
|
||
<td class="py-3 px-4">电商概念</td>
|
||
<td class="py-3 px-4">公司提供数字营销服务,涉及TikTok电商领域</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">汤姆猫</td>
|
||
<td class="py-3 px-4">移动互联网</td>
|
||
<td class="py-3 px-4">Outfit7、TikTok广告</td>
|
||
<td class="py-3 px-4">游戏出海</td>
|
||
<td class="py-3 px-4">子公司Outfit7开发的休闲游戏通过TikTok推广,广告业务与TikTok合作</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">昆仑万维</td>
|
||
<td class="py-3 px-4">互联网平台</td>
|
||
<td class="py-3 px-4">Opera、TikTok广告</td>
|
||
<td class="py-3 px-4">出海平台</td>
|
||
<td class="py-3 px-4">Opera浏览器与TikTok合作推广广告业务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">宣亚国际</td>
|
||
<td class="py-3 px-4">整合营销</td>
|
||
<td class="py-3 px-4">SHUNYA INTERNATIONAL合作</td>
|
||
<td class="py-3 px-4">出海服务</td>
|
||
<td class="py-3 px-4">子公司SHUNYA INTERNATIONAL与TikTok合作提供出海营销服务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">因赛集团</td>
|
||
<td class="py-3 px-4">营销服务</td>
|
||
<td class="py-3 px-4">AI视频生成</td>
|
||
<td class="py-3 px-4">AI营销</td>
|
||
<td class="py-3 px-4">研发的AI视频生成应用产品支持短视频营销</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">天龙集团</td>
|
||
<td class="py-3 px-4">互联网营销</td>
|
||
<td class="py-3 px-4">TikTok广告代理</td>
|
||
<td class="py-3 px-4">出海广告</td>
|
||
<td class="py-3 px-4">提供互联网营销服务,涉及TikTok广告代理业务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">久其软件</td>
|
||
<td class="py-3 px-4">TikTok出海服务商</td>
|
||
<td class="py-3 px-4">PandaMobo</td>
|
||
<td class="py-3 px-4">出海服务</td>
|
||
<td class="py-3 px-4">TikTok方舟出海服务商,提供海外流量整合营销服务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">每日互动</td>
|
||
<td class="py-3 px-4">数据智能</td>
|
||
<td class="py-3 px-4">AI+大数据</td>
|
||
<td class="py-3 px-4">AI数据服务</td>
|
||
<td class="py-3 px-4">在数据智能领域技术研发,推出AI+大数据产品</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">浙文互联</td>
|
||
<td class="py-3 px-4">数字营销</td>
|
||
<td class="py-3 px-4">AI+营销</td>
|
||
<td class="py-3 px-4">AI营销</td>
|
||
<td class="py-3 px-4">全面进入AI+营销领域,重点发展智能投放与创意服务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">引力传媒</td>
|
||
<td class="py-3 px-4">互联网营销</td>
|
||
<td class="py-3 px-4">TikTok电商</td>
|
||
<td class="py-3 px-4">电商出海</td>
|
||
<td class="py-3 px-4">业务涉及TikTok电商平台营销服务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-blue-400">宝通科技</td>
|
||
<td class="py-3 px-4">游戏出海</td>
|
||
<td class="py-3 px-4">TikTok合作</td>
|
||
<td class="py-3 px-4">游戏出海</td>
|
||
<td class="py-3 px-4">年报披露与TikTok合作推进游戏出海业务</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</body>
|
||
</html>
|
||
``` |