“After the 2026 Spring Festival, I have almost no skits to shoot.” A male actor in a Chinese skit expressed his feelings to the China Securities News reporter. The explosive application of AI-generated video technology is reshaping the production logic of the skit industry. According to Wind data, the skit game concept index has accumulated a cumulative increase of more than 17% since July 27. Analysts believe that against the backdrop of rapid expansion of industry production capacity and increased homogenization of content, the short drama industry is shifting from being traffic-driven to content-driven, and industry chain leaders with AI video generation technology, IP reserves, and high-quality content production capabilities are expected to be the first to benefit.

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