异动解读 | 阅文集团盘中大涨5.98%,AI漫剧产业爆发前景利好内容公司

异动解读
Oct 27

阅文集团(00772)今日盘中大涨5.98%,引起市场广泛关注。这一涨幅与近期AI漫剧产业的快速发展密切相关。

据中泰证券最新研报显示,AI漫剧行业正处于爆发增长期。数据显示,2025年4-7月,漫剧供给量、播放量及点赞量分别以83%、92%、105%的月度复合增长率持续增长。预计2025年内,漫剧市场规模将突破200亿元,产业爆发趋势明显。

作为拥有丰富网文和漫画内容资源的公司,阅文集团有望从AI漫剧产业的蓬勃发展中受益。研报指出,未来具有漫画、网文、动画等内容优势的相关公司,以及具有AI技术布局和平台优势的相关公司将迎来发展机遇。投资者对阅文集团在这一新兴领域的潜力表现出积极预期,推动了股价上涨。

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