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interface news reporter | yin jingfei

september 12sora concept rose abnormally, huayang lianzhong (603825.sh) rose for two consecutive days, insai group（300781.SZ）, wondershare（300624.SZ）, cmg tianze（603721.SZ）, kunlun wanwei（300418.SZ）, huace film & tv（300133.SZ）wait for the price to rise.

in fact, forsora conceptthe hype has been going on for months.

since this yearon february 16, openai launched its first large-scale video model sora，this caused a stir in the capital market.

‌sora‌ is a large-scale video model released by ‌openai, which is a type of generative artificial intelligence. it can generate up to one minute of video based on the prompt words, text instructions or static images input by the user, and realize the natural switching of multi-angle shots and the vivid expression of complex scenes.

forsora conceptthe hype is also concentrated on small-cap stocks.

according to statistics from jiemian news, there are at least 60 sora concept stocks. they are mostly distributed in beijing and zhejiang, with 20 in beijing and 10 in zhejiang. among the 60 concept stocks, most are small-cap listed companies, with 44 having a market value of less than 10 billion yuan, of which bohui technology (688004.sh) has a market value of only 800 million yuan.

among them, there are also leading concept companies. there are 10 stocks with a market value of over 30 billion yuan, including hikvision (002415.sz) with a market value of 237.5 billion yuan, zhongji xuchuan (300308.sz) with a market value of 119 billion yuan, followed by iflytek (002230.sz), eosun (300502.sz), and sugon (603019.sh), with market values ​​of 79.4 billion yuan, 66.4 billion yuan, and 52.8 billion yuan, respectively.

the more than 60 concept stocks belong to sub-sectors such as it services, advertising and marketing, software development, digital media and games.

liang zhenpeng, an internet industry analyst, told jiemian news: "currently, the us-based openai is banned in china, so domestic users who want to use artificial intelligence software on a large scale can only use software developed by domestic companies. the tools launched by domestic companies are more in line with the needs of domestic users, but the domestic level is still far behind the international level."

liu muye, a technology and electronics analyst at avic securities research institute, told jiemian news：“currentlisted companies related to the sora concept do not have the ability to develop related large models, but only indicate that they can apply similar models on the application side.”

in fact, the performance of these small and medium-sized sora concept stocks is mostly on a downward trend.

among the 61 concept stocks, 41 of them showed a downward trend in net profit attributable to their parent companies in the first half of 2024. among them, 13 related concept stocks showed a loss in net profit attributable to their parent companies, a year-on-year decline of more than 100%.

as for these concept stocks whose share prices rose on september 12, the value of their sora concept is also questionable.

huayang lianzhong achieved two consecutive gains in the early trading session.the company went public in 2017, with its registered address in changsha and its office in beijing. the actual controller is su tong.provide customers with comprehensive internet marketing services.

in the first half of 2024, the company's total operating revenue was 1.414 billion yuan, a year-on-year decrease of 53.41%, and its net profit attributable to the parent company was -103 million yuan, a year-on-year decrease of 113.02%. in terms of single-quarter data, the second quarter's total operating revenue was 785 million yuan, a year-on-year decrease of 29.13%, and the second quarter's net profit attributable to the parent company was -54.9332 million yuan, a year-on-year decrease of 6.75%.

in the face of a huge loss in performance, huayang lianzhong has emphasized its own ai attributes. huayang lianzhong’s own ai tool, higc, is described as “helping to increase video production efficiency by nearly 50%”. in the semi-annual report, the company said,2024year asin the first year of ai video, the company launched ai video experimental creative short film "year of dragon realm" and ai music "heavy metal edition of great wilderness universe", and connected to kimi xiaomai marketing assistant 3.0, an ai data analysis tool based on artificial intelligence technology. through integration with the original higc intelligent platform, the company launched the full process of ai video creation promotional videos for customers in the hefei and guangzhou offices, which helped to increase the efficiency of brand communication.。

look againinsai group。

as of closing,insai groupthe stock price rose slightly by 1.41% to 41.66 yuan per share, with a market value of only 4.6 billion yuan.the price-to-earnings ratio is as high as 117 times。

the full name of the company is guangdong insai brand marketing group co., ltd. its main business is to provide customers with marketing technology empowerment and full-chain brand marketing intelligence services. the company's performance is also on a downward trend.in the first half of 2024, the operating income was approximately rmb 407 million, a year-on-year increase of 100.42%; the net profit attributable to shareholders of the listed company was approximately rmb 19.92 million, a year-on-year decrease of 9.8%.

according to a recent research report released by china post securities, insai groupmarketing is expanding rapidly, and multimodal ai applications are continuously being implemented.multimodal ai applications such as vincent copywriting, vincent images, vincent audio, video intelligent editing, image-generated video, and vincent video have been launched, and vincent video is used to empower the creation and production of short dramas.

as of the close of trading, the share price of wondershare technology rose slightly by 0.6% to 41.73 yuan per share, with a market value of just over 8 billion yuan.the price-to-earnings ratio is as high as 120 times.its main business isfour major products and services: video creativity, drawing creativity, document creativity, and practical tools。

in the first half of 2024, the operating income was approximately rmb 705 million, a year-on-year decrease of 1.8%; the net profit attributable to shareholders of the listed company was approximately rmb 24.49 million, a year-on-year decrease of 43.99%.

amid the huge loss in performance, a brokerage research report stated that the companyaigc continues to innovate and upgrade。china galaxy securities said that in the first half of 2024，the company'senhanced functions of video creative products: wondershare filmora v13.5 version launched innovative functions such as sound replication, vinyl stickers, ai dynamic subtitles and curved text. it optimized the video translation and photo digital human functions through ai technology, improved the efficiency of video generation, and achieved an increase in the number of registered users.