资源描述
|300 1 24 1 2）IP+IP IP 3）AI 2 19 AI AIGC Sora Genie Glaude3 1 AI 2）AIGC Sora iNEW AI IP AIGC AI 3）AI IPTV+AI AI AI 1 2 3 AI+2.1ZEVyRsPoNnMoQnOsPrOnM9P9R6MsQqQsQrNeRmMmPeRnPsN9PqQwOxNtQxPwMpMrM AI+3.3.AI+4 2024 1 1 2005 9 9 2014 5 9 2015 6 2 iD+YYfekwpWDX90mk7QNsrzkDSe1RnSOm2svFrHBRVnQO16imwO22kPsyxHFJM6w AI+5 2019 11 27 2020 10 5 2022 5 26 2024 1 24 3000 2024 1 29 2024 2024 AI+6 数据来源：国资 委官网，中国 政府网，国新办官 网，东 方证券 研究所 2.1 2023 300 1 wind wind 2.2 2020 2024 2020-2022 2 3 3/3 2020 2021 2022 2020 2021 2022 74 83 92 249 24.3%22.1%27.9%22.9%271 334 346 951 30.5%37.6%38.7%34.2%-30.00%-20.00%-10.00%0.00%10.00%20.00%30.00%40.00%50.00%60.00%传媒央国企 申万传媒 沪深300 AI+7 18 19 30 67 12.1%21.1%43.4%22.4%29 42 33 104 1.5%16.4%21.7%45.9%16 60 16 92 5.2%-8.6%2.3%-2.7%159 191 190 541 21.7%27.2%36.4%29.4%77 152 149 378 11.9%26.4%25.2%13.2%wind wind 3/3 3.1 2 wind wind 2019-2022 2023 3.2 2023 3 1.88 2,392 2.12 100%2023 12 3 7.47.99.26.72.98.29.79.110.74.50.61.00.60.50.34.10.92.81.15.44.81.26.02.23.50.02.04.06.08.010.012.02019 年 2020 年 2021 年 2022年 2023年有线央国企 出版央国企 出版非国企 影视央国企 影视非国企 AI+8 3 2023 3 13 100%2023 7 14 80%2023 12 11 2023 12 13 17%2023 12 21 100%51%2023 12 27 4 600373.SH 131.29 43.89%224.53 601801.SH 105.39 38.64%144.62 601921.SH 103.08 43.78%208.67 601098.SH 95.25 37.54%233.48 AI+9 601811.SH 82.20 40.98%175.82 601019.SH 68.89 38.00%232.06 000719.SZ 43.04 37.19%106.11 601928.SH 33.33 41.04%297.75 601949.SH 26.45 35.85%153.08 600551.SH 21.54 35.12%57.15 601900.SH 20.60 50.32%142.44 605577.SH 20.11 31.92%90.76 600633.SH 18.72 16.41%139.23 600757.SH 15.12 34.35%97.82 300788.SZ 14.90 35.90%59.65 603230.SH 11.97 42.05%47.94 600825.SH 11.27 40.60%47.44 600229.SH 10.37 25.52%49.40 601999.SH 9.70 42.30%35.15 603999.SH 9.02 21.82%32.66 000607.SZ 8.03 53.22%40.00 AI+10 601858.SH 5.97 24.42%211.70 002181.SZ 2.82 19.05%49.69 wind，2024 3 12 2023 3.3 IP IP 3.3.1 IP 2023 3 8 51%5 60 IP IP IP C IP+IP IP 3.3.2 2023 7 25 100%2004 100%TV 1+1+1+1“”“”1+12 IP 3.3.3 5 AI+11 300413.SZ 125.81 32.87%465.25 600977.SH 82.34 41.93%225.35 601595.SH 8.02 40.21%136.03 wind，2024 3 12 2023 3.4 3.4.1 IPTV OTT 2023 11 20 3.4.2 6 600037.SH 66.20 18.84%98.54 000156.SZ 50.42 47.61%134.89 600959.SH 45.72 38.10%156.02 300770.SZ 34.18 25.84%90.85 301262.SZ 13.88 10.91%119.47 AI+12 601929.SH 8.98 55.61%55.49 002238.SZ 7.80 42.28%95.02 wind，2024 3 12 2023 AI AI 2 19 AI AI+10 AIGC Sora Genie Glaude3 Sora 4.1 AIGC AIGC AI 2023 7 OpenAI OpenAI 2023 12 OpenAI Axel Springer OpenAI Axel Springer AI AI+13 AI AI AI 1 AI 2 AI 3 AI 4 AI AI 2023 7 1500 AI SaaS AI AI AI 4.2 AIGC AI 2 26 AI 2 29 AI AI AI AI+14 4.2.1 iNEW IP iNEW 2 19 SHO iNEW Sora iPAi i Network Expansion Worldwide AI IP IP AI AI IP IP IP IP IP IP AIGC IP IP IP IP IP IP AI AI IP AI+AI+AI VR AR+AI+IP 4.2.2 AI AIGC AIGC HUB PPT 3 6 AI 8 AI TV8.0 AI AI AI+15 TV8.0 IP IP AIGC 数据来源：芒果 TV 公众号，东方 证券 研究所 4.3 AI AI AI IPTV 4.3.1 Sora Sora 2023 5 12 900 Sora 60 AI 90%AI 98%数据来源：公司 公告，东方证 券研究 所 4.3.2+26.17%APP ios TOP30 Sora AI AI AI CDN 4.3.3 AI AI+16 AI 10%PikaLabs G!lab AI AI 1(601801)(600373)(601858)(601949)(601900)(601928)(601098)2(601595)(300413)3(301262)(002238)(300770)AI AI AI+17 12 A 300 500 15%5%15%-5%+5%-5%5%-5%+5%-5%
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