港股异动 | 阅文集团(00772)涨超5% 《后西游记》定档点燃短剧概念 公司IP运营商业化加速兑现

智通财经
Aug 31

智通财经APP获悉,阅文集团(00772)盘中涨超5%,截至发稿,涨4.68%,报21.02港元,成交额1.07亿港元。

消息面上,8月31日,《后西游记》正式定档。作为国内首部上星播出的AI长剧,该剧由Seedance 2.0、Seedance 2.5提供AI技术支持,采用AIGC完成画面与人物演绎,无真人演员参与,并采用“边制作、边审核、边播出”的创新模式。有市场分析认为,该剧的上线验证了AI长剧正在从概念到成片,AI长剧的商业闭环正在被跑通。

阅文集团此前在2026年半年报中披露,公司短剧与AI漫剧新赛道迎来爆发式增长,上半年相关收入突破4.3亿元,同比增长2.3倍。国元国际研报指出,持续看好公司“内容+平台+AI”模式下IP运营商业化的加速兑现,短剧、AI漫剧与IP衍生品构成的“三驾马车”已进入规模化变现阶段。

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