B[Mango Super Media: The AI long drama "Journey to the West" relies on the Mango Lingchuang AIGC platform to produce the company. The company has launched a number of AIGC interactive video game innovative products] On September 2nd, Mango Super Media (300413.SZ) released an investor relations activity record announcement. The first domestic star AI long drama "Journey to the West" relied on the "Mango Lingchuang" AIGC platform to produce. The cycle from planning to launch has been significantly compressed and the cost has been significantly reduced. The first batch of IP derivatives have been launched for sale simultaneously. The platform has more than 40 full-modal models and more than 80 functions, supporting more than 3,900 business projects. Content e-commerce Xiaomang E-commerce's GMV reached 9.2 billion yuan in the first half of the year, with revenue increasing 47% year-on-year and achieving sustained profitability. Offline flagship stores have been launched in Shanghai, Changsha and other places. "Mango Overseas" has a coverage of 59% in the large-screen client market in Southeast Asia, and the payment capabilities of users of the Vietnam joint venture platform and Thailand's international APP continue to improve. A total of 2,647 micro-short dramas were launched in the first half of the year, and the average daily DAU doubled. In the second half of the year, variety shows such as "Beyond the Wind 2026" and "Escape Room 8" will be launched in succession, and nearly a hundred drama series such as "Meishun and Changsheng" are in reserve. The company has launched a number of innovative AIGC interactive video game products to break the boundaries of traditional viewing and turn viewers from passive viewers to content co-creators. B[The 15th China Intellectual Property Annual Conference will set multiple topics around artificial intelligence and intellectual property] On September 2, it was learned from the media briefing of the 15th China Intellectual Property Annual Conference that the annual conference will set up multiple topics around artificial intelligence and intellectual property. Focusing on the legal dimension of AI intellectual property governance, we conducted discussions on cutting-edge topics such as the copyright legality of large model training data, the copyrightability of AIGC products, the sharing of infringement liability in human-machine co-creation scenarios, and the practical application of AI tools in patent retrieval and trademark monitoring. We discussed the evolution direction of intellectual property rules in the AI era from the three dimensions of justice, administration, and industry. Focusing on the technical dimension of the development of the artificial intelligence industry, and focusing on topics such as AI native technology and next-generation innovation paradigms, embodied intelligence and future industrial transformation, and AI restructuring of enterprise organizations and production methods, representatives from the Intellectual Property Center of the Artificial Intelligence Industry Working Committee, the Electronic Intellectual Property Center of the Ministry of Industry and Information Technology, and embodied intelligence enterprise representatives were invited to discuss how AI can move from the digital world to the physical world, and from technological breakthroughs to industrial transformation. (CCTV News) B[The concept of short drama opened sharply higher, and the bidding of many stocks such as Mango Super Media reached the daily limit] On September 1, the concept of short drama continued to open sharply higher in early trading. Mango Super Media, Huanrui Century, Zhongguang Tianze, and Dasheng Culture reached the bidding limit. Zhangyue Technology, Decai Shares, and Chinese Online were among the top gainers. According to the news, on August 31, 2026, the first domestic long-term AI drama "Journey to the West" to be broadcast on stars was launched on Mango TV and landed on Hunan Satellite TV's prime time. The drama is supported by AI technology from Seedance 2.0 and Seedance 2.5, and uses AIGC to complete the picture and character interpretation. No real actors are involved, and adopts an innovative model of "production, review, and broadcast". B[Yesterday’s Market Review] On September 1st, the market opened lower and moved higher throughout the last trading day, with the Shanghai Stock Exchange Index closing above the previous year’s line. The turnover of Shanghai and Shenzhen stock markets was 2.13 trillion, which was 29.3 billion higher than the previous trading day. 1) As the first AIGC long-form drama in China, the mythological seasonal drama "Journey to the West" Season 1 "Huaguoshan Chapter" powered by AI technology provided by Seedance2.0 and Seedance2.5 will officially debut on the dual platforms of Hunan Satellite TV & Mango TV starting from 6 pm on August 31. The news directly stimulated the outbreak of the film and television media sector, led by the concept of short dramas. Chinese Online, Mango Super Media, Haikan Shares, and Rongxin Culture all reported a 20cm daily limit, which in turn drove the afternoon heat to spread to Vincent Video, IP copyright, AI corpus and other directions. Beijing Exchange Liujin Technology recorded a 30cm daily limit, and many AI application concept stocks such as Kunlun Wanwei rose by more than 10%. 2) Recently, the Ministry of Industry and Information Technology announced the list of nodes for the construction of national computing power interconnection regions. Previously, the National Data Bureau released data showing that as of the end of July, the total scale of national intelligent computing reached 2.45 million PFLOPS (FP16). Eight national computing power hubs and three computing and power collaborative development zones have built intelligent computing scale accounting for more than 85% of the country.
Domestic computing hardware stocks, represented by super nodes and liquid-cooled servers, shined in the afternoon. StarNet Ruijie and Haiou Co., Ltd. advanced to the triple board. Inspur Information, Rongyi Precision, Jinfu Technology and other stocks achieved reverse daily limit. 3) The United States and Iran exchanged fire again, causing energy and chemical futures to rise again. Domestic crude oil futures rose 7%, and many major contracts such as methanol, ethylene glycol, PVC, and propylene closed their daily limits. The chemical sector continued to be active last week. Luhua Technology, Chitianhua, and Jinniu Chemical all achieved consecutive promotions, and Lutianhua and Huajin once hit their daily limit. 4) Recently, the six major state-owned banks have all released their 2026 semi-annual reports. In the first half of this year, in terms of growth rate, the revenue growth rate of the six major banks was between 4% and 11%, and the net profit growth rate was between 4% and 6%. All achieved positive growth. This is also the first time since 2022 that the six major banks have collectively achieved double growth in revenue and net profit. The banking sector performed strongly throughout the day. Bank of China rose more than 5%, the total market value of A+H shares approached 2 trillion, and China CITIC Bank once rose 2.6%, all of which hit record highs. A[Volcano Engine and Guiguang Group signed an agreement to deploy AI-related industries such as intelligence and computing power] August 31st. Recently, Volcano Engine and Guizhou Radio and Television Network Media Group officially signed a "Cooperation Framework Agreement." The two parties will seize the development opportunities of artificial intelligence, jointly seek innovation and expand the digital technology industry, and serve to empower the high-quality development of Guizhou's digital economy. The two parties will carry out in-depth cooperation around AIGC, AI Coding, agents, computing power, large model MaaS services and other businesses. Guiguang Group will rely on local business development to lay out related AI industry applications. Volcano Engine will leverage its technological accumulation and resource advantages in large models, the Internet, big data, cloud computing, live broadcast and other fields to provide models, AI development tools, AIGC tools and other supporting products and technical support services. A[The concept of short dramas strengthened at the beginning of the market, and many stocks such as Mango Super Media hit their daily limits] On August 31, the concept of short dramas fluctuated and strengthened in early trading. Mango Super Media, Zhongguang Tianze, and Huanrui Century hit their daily limits. Decai shares hit their daily limits, and Zhangyue Technology, Chinese Online, Liujin Technology, etc. followed suit. According to the news, on August 31, "Later Journey to the West" will be officially released. As the first domestic long-term AI drama to be broadcast on stars, the drama is supported by AI technology from Seedance 2.0 and Seedance 2.5. It uses AIGC to complete the picture and character interpretation, without the participation of real actors, and adopts an innovative model of "production, review, and broadcast".
— All loaded —
