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According to the CITIC Securities Research Report, skits and comics have accelerated into mainstream content consumption. According to QuestMobile, the daily activity of independent red fruit skit apps reached 168 million in July 2026, an increase of 107% over the previous year. In terms of overseas markets, according to the WeChat account of the short drama study room, GoodShort and DramaBox will combine the short-term growth of the industry with AI content supply expansion to push leading platforms to integrate resources. Platforms with collaborative capabilities for content production, delivery, and user operations are expected to strengthen their competitive advantage. At the same time, AI film and television are expanding towards long-form and high-quality content, and AI native film company Utopai's “Space Nation” and “Cortés” are expected to be delivered in 2027. According to Forbes, if copyright pre-sale revenue is delivered as planned, the total revenue can reach up to about 110 million US dollars, which is expected to drive the continuous development of the industry through project delivery and commercial verification. Optimistic about the two main lines of AI film and television and AI+IP.
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According to the CITIC Securities Research Report, skits and comics have accelerated into mainstream content consumption. According to QuestMobile, the daily activity of independent red fruit skit apps reached 168 million in July 2026, an increase of 107% over the previous year. In terms of overseas markets, according to the WeChat account of the short drama study room, GoodShort and DramaBox will combine the short-term growth of the industry with AI content supply expansion to push leading platforms to integrate resources. Platforms with collaborative capabilities for content production, delivery, and user operations are expected to strengthen their competitive advantage. At the same time, AI film and television are expanding towards long-form and high-quality content, and AI native film company Utopai's “Space Nation” and “Cortés” are expected to be delivered in 2027. According to Forbes, if copyright pre-sale revenue is delivered as planned, the total revenue can reach up to about 110 million US dollars, which is expected to drive the continuous development of the industry through project delivery and commercial verification. I am optimistic about the two main lines of AI film and television and AI+IP.
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