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col group co.,ltd. (300364.SZ): In 2024, the company has successfully produced nearly a hundred comics and animated works using AI technology, with a total viewing volume exceeding 3 billion times.
On November 27, Gelonghui reported that col group co.,ltd. (300364.SZ) stated in its investor relations that in 2024, the company successfully produced nearly a hundred comics and dynamic comic works using AI technology, with a total viewing volume exceeding 3 billion times. Among them, several AI dynamic comic works such as 'q&m dental Transfiguration', 'Reborn Celestial Master in the City', and 'Chaos Sword God' have been launched on mainstream video platforms like iqiyi, Youku, and Tencent, with multiple works successfully ranking in the top three on various platforms' hot stocks. The company has a standardized content production system that improves production efficiency and content at every stage by integrating cutting-edge AI technology and professional AIGC producers.
Col group co.,ltd. (300364.SZ): Overseas short dramas have formed a matrix development and have launched Sereal+ and UniReel.
Gelonghui reported on November 27 that col group co.,ltd. (300364.SZ) stated in its investor relations that the company has three advantages in the international short play market: first, a vast array of high-quality IP providing upstream incubation advantages in the content industry chain; second, extensive overseas layout experience covering a diverse range of international users; third, the self-developed AI model 'Chinese Xiaoyao' empowers multilingual professional short play script creation and improves translation efficiency. The company's overseas short plays have developed into a matrix and have launched Sereal+ and UniReel. Among them, Sereal+ will be launched in December 2023, ranking in the USA IoS entertainment category.
Huajin Securities: The performance forms of mature IPs are showing diversification, with game and film & animation IPs occupying a major position.
Different types of IPs each have their distinct features and interact with one another. Currently, game and film/anime IPs hold a dominant position. The number of popular IPs is relatively scarce and highly homogeneous, while niche IPs within smaller circles become a source of channel differentiation.
col group co.,ltd. (300364.SZ): has obtained partial category authorization of several internationally renowned IP derivatives in China.
Gelonghui reported on November 27 that col group co.,ltd. (300364.SZ) stated on the investor interaction platform that the company has always centered on its own IP, developing various IP derivative products for downstream and actively promoting the agency of internationally renowned IPs. Currently, a matrix of product categories has been formed, including but not limited to trendy toys, educational toys, plush dolls, etc. The flagship store of Luo Xiaohong continues to launch a series of grain-related commodities, which include various types of grain products such as badges, acrylic plates, shaking toys, film cards, posters, transparent cards, etc. The sales volume is at a relatively high level among national comic IP grain products. At the same time, the company has obtained multiple international ...
AI applications are accelerating their landing period, institutions say the industry is expected to reach a turning point.
Gamma Data's "October 2024 AI Industry Report" shows that the global AI application traffic increased by 13.64% month-on-month in October, with total visits exceeding 6 billion. Guosheng Securities believes that more AI applications are accelerating their entry into the implementation phase, providing truly practical optimization functions for life and work patterns.
Guoyuan Securities: Bullish on the continued prosperity of AI applications, focusing on the valuation and performance improvement of the media sector.
Guoyuan Securities released a research report stating that they are bullish on the investment theme of AI, expecting model iterations and continuous prosperity on the application side in the second half of the year, which is likely to drive the valuation and performance improvement of the media sector.
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