Hong Kong Stock Alert | VOBILE GROUP (03738) Surges Over 5% as Copyright Protection Leader Positioned to Benefit from Sora2 Launch

Stock News

2025/10/09

VOBILE GROUP (03738) surged over 5%, rising 5.61% to HK$6.97 with trading volume of HK$522 million as of press time.

On the news front, OpenAI recently launched its latest audio-video generation model Sora2, alongside a trial run of the iOS social application Sora powered by this model. The latter has consistently topped the iOS free charts in the United States since October 3rd.

Huachuang Securities believes that VOBILE GROUP, as a leading copyright protection company, may directly benefit from Sora2's market breakthrough. Sora-type products will significantly lower the barrier to video creation, allowing users to participate in others' creations with personal characters and featuring revenue-sharing mechanisms, potentially driving demand for AI-generated content copyright protection.

Minsheng Securities also indicated that the rapid development of AIGC is expected to drive swift growth in IP copyright protection demand. Taking VOBILE GROUP as an example, the company's VDNA video fingerprint identification technology represents one of the industry's leading video content authentication technologies. VOBILE GROUP is also among the very few independent copyright protection technology service providers globally with deep API access permissions to platforms including YouTube, Facebook, Instagram, and SoundCloud, maintaining industry-leading recognition efficiency and accuracy.

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