VOBILE GROUP Surges Nearly 15% in Afternoon Trading on Rising Demand for Copyright Verification and Assetization

Stock News
02/12

VOBILE GROUP (03738) rose nearly 15% in afternoon trading. As of the time of writing, the stock was up 12.2%, trading at HK$5.7, with a turnover of HK$758 million. On the news front, Doubao officially announced at midday that its video generation model, Seedance 2.0, has been officially integrated into the Doubao App, desktop, and web versions. By opening the Doubao App dialog box and selecting the newly added "Seedance 2.0" entry, users can input relevant prompts to generate 5-second or 10-second videos. Currently, Doubao Seedance 2.0 does not support uploading real-person images as subject references. It is worth noting that VOBILE GROUP recently announced a strategic cooperation with Starway Technology. Leveraging their respective strengths, the two parties will engage in deep collaboration in the field of Real World Asset (RWA) for cultural and creative intellectual property (IP) overseas, jointly exploring compliant and innovative development paths. Public information shows that VOBILE GROUP, as a leading global platform and service provider for digital content asset protection and transaction, has built an integrated ecosystem for copyright protection, value connection, and service collaboration based on AI technology. It currently provides exclusive copyright technical services for Hongguo Short Drama. According to disclosures from VOBILE's Q3 2025 earnings conference, Hongguo Short Drama releases thousands of new episodes monthly. VOBILE processes over 6 million instances of违规侵权 data daily, with more than 95% successfully taken down. Brokerage analysis suggests that ByteDance's Seedance 2.0 provides conditions for the industrial application of AI video generation. With Hongguo platform's short drama monthly active users reaching 300 million in January 2026, VOBILE's绑定超级入口 is expected to continue benefiting from the business增量 brought by the lowering of technical barriers for short dramas.

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