Changes in Hong Kong stocks | Duibar (01753) rose by more than 11%, and the value of the “AI content platform” was re-evaluated by the market, and the company's explosive production capacity was outstanding

Zhitongcaijing · 2d ago

The Zhitong Finance App learned that Tuiba (01753) has risen more than 11%, and its stock price has risen nearly 9 times in just two months from August 21 to now. As of press release, it rose 9.52% to HK$1.15, with a turnover of HK$46.185,500.

According to news, recently, the popularity of AI skit tracks has continued to heat up in the global market, and various platforms are continuing to increase investment. Hongguo surged to 200 million in September, and the duration of a single day was 166 minutes; WeChat used the “Green Bubble” to enter the free skit, and the national traffic entrance personally ended up, which meant that the skit was gradually upgraded to a platform-level circuit with heavy warehouses in large factories.

Duiba entered the AI skit circuit at the beginning of this year, and its ability to produce popular models is outstanding. The company recently revealed that the AI short drama business recorded net profit for three consecutive months in July, August, and September. The number of new broadcasts on the entire network exceeded 45.8 billion in the third quarter, more than nine times the cumulative total of 5 billion in the first half of the year. The company's current positioning has switched to an AI-Native content platform. Its core competency is to cover the entire AI workflow and self-developed agent matrix from screenwriting to commercialization, transforming production from individual talent to system replication.

Also, according to institutional exchange records, based on monthly revenue exceeding 100 million yuan in June 2026 and the latest announcement of the AI short drama business profit confirmation for the third quarter, Duiba's revenue for the second half of 2026 is not less than 800 million yuan, and annual revenue is not less than 1.2 billion yuan, which is expected to be break-even or profitable for the whole year. It is worth noting that A-share skit concept stocks generally enjoy overvaluation, while Duibar's annual revenue of 2026 is 1.2 billion yuan, which is only about 1 times the current PS.