Among the 45 related concept companies, 11 companies have a net profit loss of 0$1.3 billion to $41.5 billion yuan, of which 9 companies are expected to lose money in 2023.
Punctuation financial researcher Lu Gong.
Following the ChatGPT craze, OpenAI launched a strong attack with a text generation model called "SORA", once again detonating hot spots in the AI field.
Recently, several demos made entirely by AI have swept the Internet, including "several mammoths approaching on a snowy meadow", "a young man sitting on a cloud in the sky reading a book", "two pirate ships fighting each other while sailing in a cup of coffee", etc. OpenAI said that these are almost true and true** are directly generated by the SORA model based on the text and have not been modified.
According to OpenAI, the SORA model has a deep understanding of the language and is able to generate ** for up to one minute based on text instructions. In addition, the model can generate complex scenes with multiple characters, specific types of motion, and accurate details of themes and backgrounds, resulting in high quality and realism.
The release of the SORA model has not only aroused huge repercussions in the industry, but also made related concept stocks become a hot spot in A-shares. According to wind data, on the first trading day after the Spring Festival holiday (February 19), the SORA concept index (8841756WI) jumped 1136% to 111361 points, including 45 related concept stocks also achieved different ranges. Among them, 26 ** rose as high as double digits on the day, of which Chinese** (300364SZ), Danghong Technology (688039SH), Guomai culture (301052SZ), Yidian World (301171SZ), Insai Group (300781SZ), Bohui Technology (688004SH), Wondershare Technology (300624SZ) rose 20% on the day.
From the perspective of industry distribution, more than half of the above 45 ** companies are from the media field, such as Chinese**, Yidiantianxia, Guomai Culture, Insai Group, Kunlun Wanwei (300418SZ), reader culture (301025SZ), and the rest of the companies come from the fields of computers, communications, commerce and retail.
In terms of performance, 11 of the 45 companies had a net profit loss of 0$1.3 billion to $41.5 billion yuan, of which 9 companies are expected to lose money in 2023.
Screenshot of a partial demo generated by the SORA model
OpenAI's official website.
Hop on the SORA Express
Punctuation financial researchers noticed that before, many companies have made layouts in the application of AI. For example, KREADOAI, the AIGC creation platform under eclickworld, can help enterprises realize the full-link closed-loop of AI-based content production from script writing, voice cloning, personalized digital human selection to output oral broadcasting. Another example is Wondershare Technology, which launched a multi-scale model "Tianmu" at the 2023 World Computer Conference, which mainly relies on digital creative software business scenarios such as **, drawing, and documents, to provide creators with more professional AI innovation solutions.
With the launch of SORA, many companies have also spoken out on their own layout in the field of AI, trying to catch the AI express train of SORA.
On February 19, 2024, Focus Technology publicly stated, "Under the trend that AI ** is about to enter large-scale application, the AI foreign trade assistant 'AI Mai' created by the company's domestic trade platform Made-in-China Network for China's foreign trade enterprises has been updated and iterated again, and three major functions of ** generation, intelligent typesetting, and industry intelligence have been launched, which greatly improve the work efficiency of foreign trade personnel through in-depth integration of AI technology." ”
On the same day, Arcsoft Technology (688088SH) also tweeted, "ArcSoft PhotoStudio AI Intelligent Commercial Photography Cloud Studio (PsaiCN) has become a popular choice in the field of commercial shooting, and its core large-scale model technology engine, ArcSoft Arcmuse, has once again ushered in a major upgrade. Similar to OpenAI Sora, ArcMuse's large model** generation is based on the DIFFUSION-Transformer technology architecture, which has rich and diverse creativity and imagination. The difference is that Arcmuse focuses on input image generation**.
In response to the question of "whether there are similar SORA products", EclickWorld, Hanwang Technology (002362SZ), Bohui Technology and other companies have expressed the meaning that "the company is actively paying attention to related fields" and "the company has technology accumulation and reserves".
In addition, from a technical point of view, SORA has some shortcomings when simulating the physical world, such as some illogical errors due to the difficulty of accurately simulating the physical principles of complex scenes, and sometimes it may not be able to understand cause and effect. In this regard, the West believes that cooperating with companies with advanced algorithms and various physical models can significantly improve the simulation ability of generative models in terms of expressing the complexity and accuracy of the physical world, which also brings opportunities to related companies.
Can the stock price rally be sustained?
Punctuation financial researchers noticed that although the emergence of SORA has made many **achieve a large **, if it is placed in a longer period of time, the stock price trend of these recent sharp rises is not optimistic. And, with the further elongation of the time dimension, these ** are more and more showing a situation of falling more and rising less.
On February 19, 2024, the 45 ** included in the statistics all achieved different ranges**, and the lowest increase was Mango Supermedia (300413SZ) of 183%；The highest increase reached 20 in Chinese**02%。Extending the time to this month, that is, since February 2024, during this week, there are 11**appeared**, a decline as high as 21 in Reader Culture17%, as low as Silk Road Vision (300556SZ).64%。
If you look at it from the beginning of 2024 to date, 40 out of 45** have appeared**, including Visual China (000681SZ) -1122%, -785%, Tianyu Digital Technology (002354SZ) -2645%, -31 of Hanwang Technology38%, Heaven and Earth ** (002995SZ) -3622%, Shensi Electronics (300479SZ) -2236%, -41 of Silk Road Vision03%, etc. Extending the time period further to nearly a year, 31 out of 45**, of which 28** fell by double digits, and the highest fell by more than 60%.
As of February 19, 2024**, Tiandi**, Shensi Electronics, Reader Culture, Rebate Technology (600228SH), Guomai Culture (600640SH), Wangda Software (603189SH), Electric Soul Network (603258SH) and Bohui Technology, in addition to the stock price on February 19 and this week**, its stock price this month, year-to-date, January, nearly March, and nearly a year have all fallen.
From the test of performance
It can be seen that one of the reasons for the above-mentioned **recent stock price** is to catch up with the SORA concept. From a fundamental point of view, how are these companies doing?
Punctuation financial researchers checked wind data and noticed that in the first three quarters of 2023, in addition to Hanwang Technology and Hengxin Oriental (300081SZ), SDIC Intelligent (300188SZ), Shensi Electronics, Haitian AAC, Yuncong Technology-UW (688327SH) and 11 other companies had a net profit loss of 0$1.3 billion to $4Except for the range of 1.5 billion yuan, the rest of the companies are profitable.
Based on 45 companies, the proportion of loss-making companies in the first three quarters of 2023 is more than 20%, 2444%。
According to the performance forecast, among the above 11 loss-making companies in the first three quarters of 2023, in addition to Shensi Electronics and Rebate Technology, which are expected to turn losses into profits in 2023, Hanwang Technology, Hengxin Oriental, SDIC Intelligence, Neta Software, Danghong Technology, Bohui Technology, Tiandi**, Haitian Ruisheng, and Yuncong Technology-UW are all expected to continue the loss trend in the first three quarters of the year, and the net profit attributable to the parent company in 2023 is expected to be a loss.
Among them, SDIC Intelligent expects a net profit loss of 99.8 million yuan to 19.4 billion yuan, a year-on-year decrease of 16749% to 23107%；Deduct non-net profit loss 2$2.5 billion to $31.9 billion yuan, down 344 percent from the same period last year83% to 44698%。Cloudwalk Technology expects the net profit attributable to the parent company to achieve -6 in 20239.2 billion to -58.2 billion yuan, compared with the same period last year, will reduce the loss by 17.7 billion to 28.7 billion yuan, the loss narrowed by 20 percent year-on-year36% to 3302%。
Some of the financial indicators of 45 SORA concept companies
Data**: Wind, as of the end of Q3 2023.