According to the Huatai Securities Research Report, AI film and television is moving from a single-point technological breakthrough to industrial production, and the global film and television industry is expected to usher in a reshaping of the cost structure and content supply model. Since 2026, domestic video models have continued to break through in generation quality, reasoning efficiency, and usage costs. AI long dramas and movies have entered the online and distribution stage one after another; overseas film and television platforms and AI native companies have accelerated the integration of models into professional production processes. Huatai Securities believes that the industrial value of AI film and television is not only to reduce costs and increase efficiency, but also to lower the threshold for content development, improve the efficiency of IP reuse, and promote the evolution of film and television production from a single project system to standardized and large-scale production.

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