资源描述
S0850518080001 S0850517080001 S0850519070002 S0850523030003 20 24 6 21 2024 724692 Wind 24 6 19 18.3 49.8%OpenAISora Kimi 1 2024 2 16 Sora 60s 2048*2048 2 2024 1 26 Kimi moonshot-v1-20240123 24 2 Kimi 305+108%24 3 Kimi+200 Kimi 1261+322%4 2004+60%1 24 49.8%AI 24.1.1-24.6.19-30%-25%-20%-15%-10%-5%0%5%10%15%ZXAZzQnQnOpOrPsRqNsNrQ6M9RaQsQqQmOqMlOrRpRiNpNsO9PpPzRMYsOvMuOrMvN3 Wind OpenAI Google Meta Vidu 23 AI 24 1 OpenAI Sora Meta 4000 Llama3 OpenAI GPT-4o Kimi Step 2 GPT-4o GPT-4 Turbo DeepSeek-V2 1/100 Tokens ERNIE 24 AI Sora AI Agent 23.1.1-24.6.19 2 16 Sora Sora 60s 1080P 2 23 Genie Google Genie 3 18 Kimi Kimi+200 3 23 4 18 Llama Meta 4000 Llama 3 4 27 Vidu Vidu 16s 1080P 5 6 Kimi Kimi+Web 5 6 DeepSeek DeepSeek MoE DeepSeek-V2 API Token 1 2 5 11 GLM-3 Turbo 1/Tokens 5 13 GPT OpenAI GPT-4o GPT-4 Turbo 5 21 GPT-4 1/200 Tokens 1000 Tokens 5 21 ERNIE Speed ERNIE Lite 24.1.1-24.5.21 010020030040050060070080090010002023-01-032023-02-032023-03-032023-04-032023-05-032023-06-032023-07-032023-08-032023-09-032023-10-032023-11-032023-12-032024-01-032024-02-032024-03-032024-04-032024-05-032024-06-03 1 24 6 19-5.0%-13.9%-20.0%-20.9%-21.6%-30.5%Q1 2 24 6 19 PE TTM 50 30 29 26 22 16 2 24 4 24 6 19%24 6 19 wind PE TTM Wind 020406080100120140-40-30-20-100102030 tPS1YKinHGlEm3SfWXtzepDzSda0ryHb0G1WUCrSdD73ze8ibhsZVNV+U/Detos6 5 Wind 23 5209.3 7%30.78%0.89pct 424.4 422%8.15%6.48pct 23 5 98.7%3 64.2%3 23 17-23 17-23 17-23 23 23 23 4265 4697 4783 4697 5108 4870 5209 15 10 2-2 9-5 7-10-50510152001000200030004000500060002017 2018 2019 2020 2021 2022 2023 YoY%524-26-33 83 364 81 424-1.0 0.3-3.5 3.4-0.8 4.2-4-3-2-1012345-10001002003004005006002017 2018 2019 2020 2021 2022 2023,YoY%461 507 701 663 700 651 723-14 10 38-5 6-7 11-20-100102030405001002003004005006007008002017 2018 2019 2020 2021 2022 2023 YoY%1360 475 244 293 1500 966 32 1407 464 245 389 1641 1009 55 020040060080010001200140016001800 2022 2023 153-15 25-42 0 13-52 186-21 46 16 73 98 27-100-50050100150200 2022 2023%177.6 101.5 98.7 88.0 86.8 67.9 66.2 64.2 63.8 57.4 6 Wind 24Q1 1221.5 4.4%31.4%0.04pct 77.4 32.5%72.1 20.4%6.3%3.5pct 24Q1 4 24Q1 17Q1-24Q1 17Q1-24Q1 24Q1 24Q1-15-10-505101520253002004006008001000120014001600 YoY%-800-600-400-2000200400600800-500-400-300-200-100010020030017Q117Q318Q118Q319Q119Q320Q120Q321Q121Q322Q122Q323Q123Q324Q1 YoY%312 108 51 104 353 236 7 314 100 58 96 394 248 11 0100200300400500 23Q1 24Q1 35 4 8 12 20 40-3 27-3 5 13 10 26 0-1001020304050 23Q1 24Q1 7 Wind 24Q1 A 0.95%1.37 20Q4 14 A 258.67 5 24Q1 16Q1-24Q1 A-4-20246810(%)(%)%24Q1 1 50.81 2 30.03 3 23.04 4 21.11 5 16.63 6 16.06 7 15.67 8 10.98 9 10.73 10 4.87 24Q1()1 10162.22 2 7255.08 3 7086.69 4 2834.15 5 2779.11 6 2022.56 7 1821.29 8 1676.32 9 1300.58 10 1163.44 8 Wind 24 6 19 3.2%39.5%6 19 PE TTM 26 1 2 3 4 5 6 24 6 19 20 7 27-24 6 19 24 3 19-6 19%-W 8.34%34.29%8.16%35.39%-SW 8.03%10.38%-W 8.01%23.69%-SW 7.91%5.29%-W 7.46%-1.23%-W 5.79%-46.80%-S 5.65%-11.97%4.94%26.76%4.27%10.81%-25%-20%-15%-10%-5%0%5%10%15%010203040506070802020-07-272020-09-272020-11-272021-01-272021-03-272021-05-272021-07-272021-09-272021-11-272022-01-272022-03-272022-05-272022-07-272022-09-272022-11-272023-01-272023-03-272023-05-272023-07-272023-09-272023-11-272024-01-272024-03-272024-05-27 PE TTM 1 AI TMT AI AI 2 3 IP IP 4 5 6-W-S-W AI 9 10 2022 4 22 6 1 1 2018 323 156 42 30 2 2023 196 25 3 2023 82 173 22H2 64 62 79 23H2 303 183 321 18-24Q1 323 254 202 194 160 156 17 42 42 37 35 33 30 31 010203040500501001502002503003502018 2019 2020 2021 2022 2023 2024Q1 21-23 23 22H2-23H2 94 88 82 189 175 173 0501001502002021 2022 2023 56 103 93 64 199 303 62 124 183 05010015020025030035022H2 23H1 23H2 38 65 47 46 27 25 24 25 22232425262701020304050607023Q1 23Q2 23Q3 23Q4 11 App 24Q1 149.3+3.1%40.7-5.3%3.7+8.9%23 1 5 77 2 19-24Q1 19-24Q1 19-23 102 38 55 41 64 0204060801001202019 2020 2021 2022 2023 18-23 18-24 18-23 3458 3280 2781 2793 1873 1732 796 556 536 296 308 050010001500200025003000350040002018 2019 2020 2021 2022 2023 12.76 11.51 8.9 8.37 6.19 8.72 024681012142018 2019 2020 2021 2022 2023%10134 11199 11833 12191 12460 12557 59615 67178 71533 74328 76150 76705 0100002000030000400005000060000700008000090000020004000600080001000012000140002018 2019 2020 2021 2022 2023 17.3 5.5 11.7 7.1 13.0 3.7-68%112%-39%83%9%-90%-60%-30%0%30%60%90%120%150%024681012141618202019 2020 2021 2022 2023 2024Q1 YoY%595 186 429 273 499 149-69%130%-36%83%3%-100%-50%0%50%100%150%01002003004005006007002019 2020 2021 2022 2023 2024Q1 YoY%AIGC 1 2 Previz 3-5 3 4 5 AIGC 12 PreViz 13 OpenAI Sora AI 2024 2 16 OpenAI AI Sora AI 1 5-15 1 2 3 prompt 4+Transformer Sora OpenAI Sora 2024 Sora AI 3D sora/AI OpenAI Sora Sora 5-15s 60s+Transformer 24 36Kr 14/AI AI AI Step Step-1 Step-1V Step-2 MoE F1 2023 4 Kimi Kimi Chat Kimi+200 Moonshot AI 23 3 5 3 30 Minimax C Glow B ABAB 21 12 25 AI ChatGLM ChatGLM-6B Bigmodel.ai CodeGeeX CogView 130 Pixeling E Pixeling AIGC E AI AI PixVerse 24 1 A1 Dreamina AI AI CEO CapCut 2021 1 AI 1 IP 2 3 AI 15 16 23 3029.64 370.80 13.95%3000 23 5 22 23 24 18-23 GameLook 2144 2309 2787 2965 2659 3230-20-100102030010002000300040002018 2019 2020 2021 2022 2023%626 641 665 666 664 668-2024686006106206306406506606706802018 2019 2020 2021 2022 2023%23 1-24 3 240.52 216.09 218.48 224.94 265.76 276.84 286.10 292.26 263.96 254.23 241.78 248.68 243.46 248.75 234.17-30.0%-20.0%-10.0%0.0%10.0%20.0%30.0%40.0%50.0%0501001502002503003502023/1 2023/2 2023/3 2023/4 2023/5 2023/6 2023/7 2023/8 2023/9 2023/10 2023/11 2023/12 2024/1 2024/2 2024/3 17 23 12 22”1 2 3 4 5 2023 12 23 2010 8 2018 2019,2019 18 21 748 22 512 23 1005 24 1-4 428 23 1-4 54 23+24 97 104 128 107 108 54 168 85 186 66 160 128 81 116 164 86 86 129 86 45 60 67 69 73 70 128 88 87 113 86 86 89 88 89 87 87 105 115 111 107 95 0204060801001201401601802001 2 3 4 5 6 7 8 9 10 11 12 2020 2021 2022 2023 2024 176.19 154.86 155.89 162.18 204.11 213.82 221.10 228.51 199.10 188.87 179.41 184.56 176.87 182.55 169.53 159.05-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%0501001502002502023/1 2023/2 2023/3 2023/4 2023/5 2023/6 2023/7 2023/8 2023/9 2023/102023/112023/12 2024/1 2024/2 2024/3 2024/4 19 24 7 26 IP 5 21 APP Store 5 23 23 1-2024 4 24 23 1-24 4 4 26 6 30 12 15 20 2023 AI AIGC AI AI NPC AIGC AIGC AI AI AI AI AI AI AI+AI iMagine AI+AI AI+AI CodeBrain AI GiantGPT 2024 2 AI“AI AI+iMagine 50%-70%UI icon 80%UI icon AI AI+AI NPC AI+CodeBrain 30%-40%AI GiantGPT GiantGPT 90%21 GameLook 23 200 300%GameLook 24 5 9 2 IP 24 5 Top10 21-23 1 1 2 1 3-4 1 5 4399 6 2 7 4 8 2 9 10 3 22 23 6062.7 2.0%24 3%34%-10.00%-5.00%0.00%5.00%10.00%15.00%1111.51212.51313.51414.52023/10 2023/11 2023/12 2024/1 2024/2 2024/3 2023 10-2024 3 5166.7 6205.2 6624.9 5945.2 6062.7-15-10-50510152025010002000300040005000600070002019 2020 2021 2022 2023%24 1-3 top10 1 Last War Survival Game FirstFun 2 4399 3 4 5 6 FunPlus 7 8 9 10 AI 1 2-S AI 23 6 19 12 2.59%4%1 24 24 wind 6 19 wind+2024Q1()PB%PE TTM 600373.SH 210.98 193.49 1.13 0.00 11.70 601801.SH 139.44 109.48 1.17 2.64 15.65 601921.SH 193.56 125.05 1.44 0.00 13.13 601811.SH 158.03 89.83 1.41 3.90 11.57 600551.SH 49.02 32.42 0.89 4.94 9.25 603230.SH 43.91 25.06 1.63 1.21 14.59 601098.SH 238.33 122.63 1.52 4.52 13.30 000719.SZ 112.76 47.67 1.03 3.45 8.54 601019.SH 257.11 81.04 1.85 4.55 10.83 603999.SH 28.17 11.93 1.46 1.06 28.38 601949.SH 117.47 52.76 1.27 1.68 12.64 601900.SH 115.57 31.67 1.43 3.59 9.53 300788.SZ 47.39 16.28 2.21 1.41 42.23 601858.SH 156.12 17.36 3.02 1.41 31.10 601928.SH 282.23 35.65 1.45 4.51 9.99 2023 1 17 2023-2024 25 2023-2024 100%51%58%64076.01 7268.08 100%18813.44 2392.09 21205.53 100%2023 2 AI AI AIGC AI+AI 26 2023 ECR K12 2023 4300 95.77%2023 4.48 18.52%8546.72 29.80%-4 240 659 AI 2023 1.73 3000 AI 1 2 3 27 28 CTR CTR 24Q1 5.5%LCD 23.4%24.6%23 5732+12.66%44%23.3%18.5%-30-20-100102030%23.01-24.03-20-10010203040 LED%23.01-24.03 LED 21-23 平台类型 2019 2020 2021 2022 2023 电商 35.9%37.0%36.8%38.1%36.11%视频 12.6%18.2%21.7%23.0%25.0%其中：其 他类视频 6.7%6.2%6.5%短视频 14.9%16.9%18.5%搜索 15.0%11.8%10.4%9.6%9.3%社交 9.9%9.8%9.8%10.2%8.9%新闻资讯 11.8%10.8%8.7%7.9%8.6%分类 4.3%3.9%4.5%4.4%5.1%工具 2.2%1.6%1.3%1.1%0.8%垂直 1.3%1.1%0.6%0.6%0.4%其他 7.1%5.9%6.3%5.1%5.8%2975 3694 4367 4972 5435 5088 5732 24.2 18.2 13.9 9.3-6.4 12.7-100102030020004000600080002017 2018 2019 2020 2021 2022 2023 YoY%17-23 29 Wind 36 23 373.9+267.7%2024 500 2027 1000 80-90%23 23.8+0.6%14%BeyondClick 2023 87.6%20-23 9.4 36.8 101.7 373.9 01002003004002020 2021 2022 2023 19-23 AI 1.0 2.0 3.0 172 179 214 236 238 5.0 4.0 19.5 10.3 0.6 05101520250501001502002502019 2020 2021 2022 2023 YoY%30 Blue Focus 2023 9 BLUE AI 2024 Blue AI AI Agent 2023 AI 30%1000%2023 AI 300 1/3 AI 1 2023 7 AIGC KreadoAI KreadoAI AI AIGC KreadoAI AI+AI AI KreadoAI 2023 AI AI vivo vivo s18 AI AI 11.11 AIGC AI MPV AI AIGC 1 2 3 31 S0850518080001(010)58067907 Email:S0850517080001(021)23154120 Email:S0850519070002 021-23219104 Email S0850523030003(021)23212208 Email:32 1.6 6 2.A 500 10%-10%10%-10%6 10%-10%10%-10%33
展开阅读全文