Changes in Hong Kong stocks | Daeba (01753) increases by more than 45%, AI skits earn three months in a row, AI‑Native content platform opens up room for growth

The Zhitong Finance App learned that the rise of Daiba (01753) accelerated in the afternoon, and the increase increased by more than 45%. As of press release, it rose 42.95% to HK$1.065, with a turnover of HK$51.18 million.

According to the news, Daiba recently revealed that the AI skit business recorded net profit for three consecutive months in July, August, and September, adding 45.8 billion new broadcasts in the third quarter, more than nine times the cumulative total of 5 billion views in the first half of the year. On a monthly basis, 6.8 billion times were added in July, 12.6 billion in August, and 26.4 billion in September. The month-on-month growth rate exceeded 100% for three consecutive months. The number of over 100 million hit dramas increased from 22 in July to 32 in September. The maximum hit rate of over 100 million hits reached 5.7%, which is more than 10 times the industry average.

Currently, the company's positioning has switched from a credit SaaS company to an AI-Native content platform. The core competency is not a hit, but rather a full-process AI workflow and self-developed agent matrix covering the entire process from screenwriting to commercialization, turning production from individual talent to system replication. More importantly, this set of capabilities continues to be replicated. On the overseas side, local dramas have already been distributed on TikTok and YouTube, and the self-developed overseas theater app is scheduled to be launched in the fourth quarter; in terms of WeChat's Green Bubble, it is reported that the company has already launched and supported video channels, heating up and growing significantly.

In addition, according to Guoxin Securities exchange records, the first half of 2026 was suppressed by investment in skit infrastructure and business development, with a gross profit margin of 17.1% and a net profit margin of -5.8%; however, based on a single monthly revenue of over 100 million yuan in June 2026 and the latest announcement of the AI skit business profit confirmation for the third quarter, it is expected that Duiba's revenue for the second half of 2026 will not be less than 800 million yuan, and the annual revenue will not be less than 1.2 billion yuan, which is expected to be a break-even or profit for the whole year.