SORA quickly stirred up the A** field after the Spring Festival in the Year of the Dragon, and a number of Wensheng ** concept stocks hitched a ride and the stock price soared.
Wind data shows that among the 49 concept stocks, Huichang Communication (300578SZ), Chinese** (300364SZ), Danghong Technology (688039SH), Insai Group (300781SZ) recorded a "20cm" daily limit for two consecutive days.
On February 21, SORA concept stocks opened differentiated, Insai Group bid 20cm daily limit recorded 3 consecutive boards, new Guomai bidding daily limit, Huayang Lianzhong, Danghong Technology opened more than 5% higher, Wanxing Technology, C Yidian and other low opens. But that didn't dampen investors' enthusiasm. As of press time, the SSE e-Interactive and SZSE Interactive platforms have received 323 questions within two days of the opening of the new year.
The technological breakthrough of Wensheng** will give wings to content creation, and the resulting demand for computing power will also open up imagination space for the technical field. However, in this round of SORA craze, whether the listed company's information disclosure is suspected of violating the rules is still one of the key points worthy of investors' attention.
Tech companies respond to SORA impact.
In addition to the above-mentioned ** media industry of several popular companies, Palm Reading Technology (603533SH), Visual China (000681SZ), Giant Network (002558SZ) and others have also received investor questions.
Among the SORA concept stocks, some technology companies responded to the progress in Wensheng**.
Wondershare Technology (300624.)SZ) replied that different from SORA, Tianmu is a vertical multi-** large model based on sound ** generative AI technology, in addition to Wensheng**, it also contains nearly 100 audio ** atomic capabilities such as Wensheng 3D**, AI soundtrack, digital human broadcasting, etc., and is more focused on the segmented vertical market to help the majority of creators better create music**.
On February 20, SDIC Intelligent (300188SZ) replied to 6 questions from investors about Wensheng**, saying that the company's AI-3300 "Huiyan"** image authentication workstation can identify this type of ** and support the issuance of appraisal report documents. SDIC also said that the product has been sold to customers. However, when investors further asked about the sales customers and sales volume, the company said, "The customers of this type of product are mainly from judicial organs, administrative law enforcement units, etc., please pay attention to the company's regular reports and related announcements for specific sales."
Giant Network (002558.)SZ) said on the interactive platform that the company is actively deploying the field of multi-modal large models, focusing on the creation scenarios of game verticals, and focusing on in-depth research and exploration of the stability and controllability of AI generation and 3D model generation algorithms. The company has widely used its self-developed AI** style transfer technology in the research and operation process to empower the creative expression of content.
However, there are also tech companies that have responded with stock prices**. ArcSoft Technology Co., Ltd. (688088.)SH) announced on February 19 that the core large-scale model technology engine, Arcmuse, has once again ushered in a major upgrade, which will support the automatic generation of commercial ** for commercial auctions. But on February 20, the company's stock price fell by 574%。According to the announcement, the company's major shareholder just bought 4.06 million shares in December last year, and was questioned by investors on the interactive platform.
Content production companies embrace technological advancements and believe that SORA can help bring ideas to life.
According to Insai Group's reply, SORA's impact on the company is that it can help the company form differentiated advantages in the creative and insight process through the combination of technology and content creativity, and accelerate the construction of a technology-driven high-quality content ecosystem. Mango Supermedia (300413SZ) believes that "AI will become an important tool to reduce costs and increase efficiency in some links (such as editing, publicity, etc.), and derive more landing applications and business innovations." Silk Road Vision (300556.)SZ) also believes that AI can be combined with its own advantageous creative capabilities.
Companies that make materials are also talking about AI.
In the midst of the excitement, some companies that are not related to the AI industry are also actively expressing that they are establishing a correlation with AI, such as Tozai Technology (301218), whose main business is high-speed resin material manufacturingSZ), the company responded that its high-speed resin materials have now been applied to OpenAI's AI servers on a large scale.
Tozai Technology is mainly engaged in the research and development, manufacturing and sales of new chemical materials, based on new insulating materials, focusing on the development of optical film materials, electronic materials, environmental protection flame retardant materials and other products.
According to the third quarter report of 2023, Tozai Technology has experienced a situation of increasing revenue but not increasing profits, with an operating income of 28 in the first three quarters2.6 billion yuan, a year-on-year increase of 437%, net profit 30.6 billion yuan, down 10 percent year-on-year95%。
On the interactive platform, there are also companies that are calm and cautious about catching up with the hot spot of the SORA concept.
BizConf said on the interactive platform that the company is currently mainly engaged in intelligent cloud communication business, and no major changes have occurred. The company's AIGC technology is somewhat different from SORA, mainly involving three-dimensional live broadcast, and more focused on the application of enterprise communication scenarios. From January to September 2023, the company's related contribution based on 3D cloud** accounted for 509%, which has not yet had a significant impact on operating income. Investors are advised to pay attention to investment risks, make rational decisions and invest prudently.
Palmread Technology said on the interactive platform that the development of Wensheng technology represented by SORA will strongly promote the development of online text IP, and will also provide assistance to the transformation of the company's IP. However, up to now, the company has not had a case where IP has been directly converted into short dramas or film and television content through AI.
Huace Film and Television (300133.)SZ) said that through the learning and absorption and digestion of open source technology, the current technical reserves have been able to achieve a 4-second duration of Wensheng**, and the company's technical reserves in the field of AI will not directly contribute to the performance in the short term, so investors should pay attention to investment risks.
Huashi Technology (301218).SZ) and Zhiwei Intelligence said on the interactive platform that the company is not involved in SORA for the time being.
The information disclosure of listed companies is an important channel for communication between listed companies and investors, which is related to the vital interests of investors, and the disclosure of relevant enterprises has attracted the attention of regulatory authorities. For example, in September and October last year, in the sharp rise of ** drug concept stocks, Kanghui Pharmaceutical (603139SH) and many other pharmaceutical companies were suspected of violating the letter disclosure due to the forced use of hot spots, and finally received fines from the regulatory authorities.
In addition, there is a well-known case of using interactive platforms to rub the concept of hot spots, Su Daweig (300331SZ) was fined 1.5 million yuan for allegedly rubbing the hot spot of "lithography machine" in answering investors' questions, and was widely questioned by investors and caused large fluctuations in stock prices, and Jiang Lin, secretary of the company's board of directors, was also warned and fined 1 million yuan.
Editor-in-charge: Ren Haopeng |Review: Li Zhen |Supervisor: Wan Junwei.
*: CBN).