DeepSeek重塑AI产业格局，助力AI端侧落地-华龙证券-2025-2-10

华龙证券行业研究报告表：重点关注公司及盈利预测重点公司股票2025/02/05EPS(元)PE投责评级代码名称股价元)2023A2024E2025E2026E2023A2024E2025E2026E002555.SZ三七互娱15.361.2012.812.611.110.0未评级002605.SZ姚记科技28.921.381.421.681.9421.319.416.414.5未评级300418.SZ昆仑万维43.511.050.2242.6207.2111.9未评级300654.SZ世纪天鸿12.860.12111.287.272.461.1未评级601595.SH上海电影25.890.2891.483.543.931.8未评级001330.SZ博纳影业5.36-0.400.310.3617.314.5未评级300251.SZ光钱传蝶11.440.140.170.410.4480.358.931.428.0未评级002739.SZ万达电影10.610.420.550.6924.619.415.8未评级000681.SZ视觉中国25.350.21122.0125.4105.993.7未评级300459.SZ汤姆猫6.05-0.25未评级002862.SZ实丰文化35.64-0.54未评级数据来源：iFinD,华龙证券研究所：注：标的盈利预测均来自iFid一致预期请认真阅读文后免责条款