2月11日，Seedance2.0爆火之后，相关概念股行情"冰火两重天"，掌阅科技（603533）、欢瑞世纪 （000892）、德才股份（605287）3连板，光线传媒（300251）涨超7%。 AI语料库、影视、AI短剧板块集体重挫。截至发稿，新华网（603888）跌超9%，奥飞娱乐 （002292）、中文在线（300364）、读者传媒（603999）跌超6%，视觉中国（000681）、中国出版 （601949）等跌超4%。 不过，技术惊艳的同时，实测争议随之而来。知名博主影视飓风创始人Tim（潘天鸿）发布的实测视频 中，既夸赞其生成视频的精细度、运镜流畅度及音画匹配度，称其为"改变视频行业的AI"，也多次表达 担忧——未提供任何提示和声音文件，仅上传个人面部素材，AI便精准还原其声音；仅上传楼体正面 照片，AI运镜呈现的楼体背面与现实几乎一致。整个测试过程中，Tim先后6次使用"恐怖"一词表达对 技术边界的顾虑，并明确表示未向官方授权个人素材、未收取相关费用。 争议发酵后，2月9日，即梦运营团队宣布，为保障创作环境健康可持续，Seedance2.0紧急暂停真人素 材作为主体参考的功能，正在针对用户反馈进行 ...

记者｜李益文 见习记者林芊蔚 编辑｜叶映橙 刘雪莹 2月11日，Seedance 2.0爆火之后，相关 概念股行情"冰火两重天"， 掌阅科技、欢瑞世纪、德才股份3连板，光线传媒涨超7%。 AI语料库、 影视、AI短剧板块集体重挫。截至发稿，新华网跌超9%，奥飞娱乐、中文在线、读者传媒跌超6%，视觉中国、中国出版等跌超 4%。 据悉，Seedance2.0相较于1.0实现全方位迭代，采用双分支扩散变换器架构，可同时生成视频和音频，只需一张图片或一段详细提示，就能在 60秒内生成带有原生音频的多镜头序列视频。其独有的多镜头叙事功能，能自动保持场景切换中角色、视觉风格和氛围的一致性，无需手动编 辑，适配智能长视频、影视、电商广告、国漫游戏等多元场景，而1.0版本仅适用于短视频创作。 | G | | 中文语料库指数(8841690) | | | | --- | --- | --- | --- | --- | | | | 3319.85 -78.82 -2.32% | | | | 资料 | 成分 | 资讯 | 相关基金 | 月度收益 | | 新华网 | | 24.74 | -9.14% | -0.16% | | 603 ...

Core Viewpoint - The launch of Seedance 2.0 by ByteDance's subsidiary Jimo has generated significant excitement, being hailed as the strongest video generation model currently available [1][3]. Group 1: Market Reaction - Following the introduction of Seedance 2.0, the media and entertainment sector experienced a notable surge, with stocks such as Zhongwen Online, Rongxin Culture, and Jiecheng Co. reaching a 20% limit up [1]. - On February 10, major capital inflows were observed in the film and television, publishing, digital media, and gaming sectors, with net inflows of 3.09 billion, 1.168 billion, 1.141 billion, and 992 million respectively, ranking them among the top four sectors for capital accumulation that day [1]. - Individual stocks like Light Media saw over 1 billion in net capital inflow, while several others, including Aofei Entertainment and Shanghai Film, also experienced significant inflows exceeding 200 million [1]. Group 2: Seedance 2.0 Features and Limitations - Seedance 2.0 is currently available only to members, offering various modes such as theme reference and intelligent multi-frame, with the ability to use multiple images for reference in the all-purpose mode [5]. - The platform has implemented restrictions on generating videos involving celebrities or well-known IPs, indicating a focus on safeguarding against potential misuse of AI technology [7]. - The generation of videos requires points, with a 10-second video costing approximately 60 points and a 15-second video costing 90 points, while membership fees range from 659 yuan to 5199 yuan annually depending on the level [6].

Group 1: Strong Stocks - As of February 10, the Shanghai Composite Index rose by 0.13% to 4128.37 points, while the Shenzhen Component Index increased by 0.02% to 14210.63 points. The ChiNext Index fell by 0.37% to 3320.54 points. A total of 71 stocks in the A-share market hit the daily limit up [1] - The top three strong stocks based on consecutive limit-up days and trading data are: Jiecheng Co., Ltd. (300182), Zhongwen Online (300364), and Fengyuzhu (603466) [1] - Detailed data for the top 10 strong stocks includes Jiecheng Co., Ltd. with 2 consecutive limit-ups and a turnover rate of 20.41%, Zhongwen Online with 2 consecutive limit-ups and a turnover rate of 35.61%, and Fengyuzhu with 2 consecutive limit-ups and a turnover rate of 8.26% [1] Group 2: Strong Concept Sectors - The top three concept sectors with the highest gains are: Short Drama Games, Sora Concept (Text-to-Video), and Intellectual Property Protection [2] - The Short Drama Games sector increased by 5.32%, while the Sora Concept (Text-to-Video) rose by 5.08%, and the Intellectual Property Protection sector saw a gain of 4.49% [3] - Additional notable sectors include Cultural Media Concept with a gain of 3.72% and Mobile Games with an increase of 3.57% [3]

Market Overview - On February 10, the publishing media sector experienced a collective surge, with companies like Rongxin Culture and Zhangyue Technology achieving consecutive gains, while others such as People's Daily and Huashu Media hit their daily price limits [1]. Stock Performance - Huashu Media (000156.SZ) reached a price of 9.83, up by 9.96%, with a market capitalization of 16.71 billion [2]. - Reader Media (603999.SS) saw its stock rise to 8.87, an increase of 10.05%, with a market cap of 5.11 billion [2]. - Duku Culture's stock surged by 20.03% to 13.90, with a trading volume of 15.30% [2]. Catalysts - Amazon has signaled plans to launch a marketplace for publishers to sell their content to companies providing AI products, as reported by The Information on February 9 [3]. - ByteDance's AI video generation model, Seedance 2.0, continues to gain significant attention [3]. Institutional Insights - By 2026, multimodal models are expected to reach a pivotal moment, enhancing AI applications across various content sectors, including gaming, film, advertising, and publishing [4]. - AI video is anticipated to transition from a novelty to an industrial tool, significantly reducing production costs for projects, with estimates showing costs for a 90-minute project dropping from over 10,000 to around 2,000 [4]. - The demand for high-quality data from large models is likely to reassess the monetization value of authoritative content, benefiting the publishing and text media sectors [4]. - Some publishing companies are exploring new business models in education and are enhancing dividend sustainability, while state-owned media companies are actively pursuing industry mergers and integrations [4].

消息面上，近日，字节跳动旗下Seedance2.0视频模型进行内测，Seedance2.0支持生成5到15秒的单段视 频，通过配合自研的分镜工作流，可制作出一段包含多角度拍摄、角色对话且带字幕内容。 2月10日，Seedance概念持续火热，带动传媒板块盘中涨势扩大，读客文化、荣信文化20%涨停，光线 传媒、中文在线均涨超10%，国安股份、欢瑞世纪、读者传媒、人民网、掌阅科技、上海电影等多股涨 停。 | 名称 | 现价 | 涨跌幅, | | --- | --- | --- | | 读客文化 | 13.90 | 20.03% | | 荣信文化 | 50.69 | 20.00% | | 光线传媒 | 24.45 | 14.79% | | 中文在线 | 39.91 | 13.12% | | 幸福蓝海 | 27.22 | 10.88% | | 文投控股 | 2.61 | 10.13% | | 国安股份 | 3.27 | 10.10% | | 欢瑞世纪 | 8.97 | 10.06% | | 读者传媒 | 8.87 | 10.05% | | 人民网 | 26.27 | 10.01% | | 掌阅科技 | 28.26 | ...

Market Overview - The publishing sector declined by 0.93% compared to the previous trading day, with Rongxin Culture leading the decline [1] - The Shanghai Composite Index closed at 4102.2, up by 0.85%, while the Shenzhen Component Index closed at 14156.27, up by 0.21% [1] Individual Stock Performance - Zhongyuan Media (000719) saw a closing price of 13.44, with an increase of 5.16% and a trading volume of 461,300 shares, amounting to 626 million yuan [1] - Reader Media (603999) experienced a decrease of 1.32% with a net outflow of 227.44 million yuan from main funds [3] - Rongxin Culture (301231) closed at 36.29, down by 6.95%, with a trading volume of 94,500 shares and a transaction value of 350 million yuan [2] Fund Flow Analysis - The publishing sector experienced a net outflow of 649 million yuan from main funds, while retail investors saw a net inflow of 726 million yuan [2] - Main funds showed a net inflow of 2.39 million yuan into Zhongyuan Media, while other stocks like Zhejiang Publishing (601921) and City Media (600229) had mixed fund flows [3]

中新社兰州1月31日电 (记者 闫姣)读者敦煌学出版中心31日在位于甘肃兰州市的读者出版集团挂牌成 立。 同时，将构建"研究+出版"协同新生态，以精品出版推动敦煌学术研究，以数字赋能促进文化遗产活 化，打造兼具学术影响力、产业带动力和数字服务能力的敦煌学出版传播高地与数字资源枢纽。 "我们深耕精品出版，聚力敦煌文化传播，推出了《斯坦因敦煌考古档案研究》《甘肃石窟志》《读 者》(敦煌号)及英语、俄语译本等一批敦煌学精品力作，成为推动敦煌文化走出去的重要窗口。"读者 出版集团董事长张斌强当天介绍说。 该中心首届学术指导委员会由敦煌研究院、中国敦煌吐鲁番学会、兰州大学敦煌学研究所等国内重要敦 煌学研究机构的专家学者组成。(完) 图为已出 版敦煌学系列读物。中新社记者 闫姣 摄 "这一举措填补了敦煌学专业出版与大众传播之间的衔接空白，搭建起学术研究与社会普及的桥梁，让 千年敦煌文明在新时代焕发出更加绚丽的光彩。"敦煌研究院院长苏伯民说。 该中心以打造国内领先、国际知名的敦煌学特色出版品牌为核心定位，将联合国内敦煌学专家学者，系 统推进敦煌文献整理出版、数字资源共享平台建设、敦煌学专业出版人才培养及融合出版创新。 ...

"转型改革只能成功，不能失败。"甘肃省人大代表、读者出版集团董事长张斌强在谈及集团"十五五"时 期的发展规划时态度坚决。面对传统出版业的深刻变革，读者集团已布局一套涵盖出版主业、发行体 系、印刷升级、文旅拓展四大维度的系统性改革方案。 出版主业双轮驱动。一方面，集团将继续巩固《读者》杂志在全国市场化期刊中的首位地位；另一方 面，全力打造"读者APP"，将其升级为集阅读服务、数字出版、数字教育、文旅文创于一体的综合性文 化服务平台。在内容上，将深耕敦煌学、丝绸之路学、简牍学等甘肃独特文化资源，打造兼具学术深度 与市场热度的精品图书，并积极探索数字出版的实践路径。 新华书店业态重塑。线下门店将以"新型城市文化综合体"为理念进行革命性升级，打造成为区域性全民 阅读基地与文化地标；线上书店则被赋予战略重任，目标使其营收成为发行板块的支柱。 印刷板块"三化"转型。按照现代化、智能化、绿色化方向进行改造，在稳固书刊与保密印刷基础上，向 商务印刷、包装印刷、数字印刷，特别是中高端包装印刷领域拓展，寻求脱困转型的关键突破。 文旅产业跨越发展。文旅产业是读者集团的多元板块，集团将积极响应甘肃省战略部署，重点打造"读 者研学"" ...

证券代码：603999 证券简称：读者传媒 公告编号：临 2026-001 读者出版传媒股份有限公司 关于调整优化甘肃读者印务有限公司《高新绿色印刷 产业基地项目可行性研究报告》并增资暨关联交易的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担法律责任。 重要内容提示： 1.读者出版传媒股份有限公司（以下简称"读者传媒"或"公司"） 同意调整优化《高新绿色印刷产业基地项目可行性研究报告》（以下 简称"《可行性研究报告》"），并决定与关联方兰州新华印刷厂（以下 简称"兰州新华"）、甘肃省新华书店有限责任公司（以下简称"甘肃新 华书店"）向甘肃读者印务有限公司（以下简称"读者印务"）同比例 增资，用于建设、运营高新绿色印刷产业基地项目。公司以现金方式 增资 2,555 万元。 2.本次增资事项构成关联交易，但不构成《上市公司重大资产重 组管理办法》规定的重大资产重组。 3.至本次关联交易为止，过去 12 个月内，公司不存在与同一关 联人或与不同关联人之间发生金额达到 3,000 万元以上且占公司最近 一期经审计净资产绝对值 5%以上的 ...