Zheng Quan Ri Bao·2025-05-16 16:39Core Insights - Kuaishou's Kling series has captured over 30% market share in the AI video generation sector, showcasing its technological strength and commercialization capabilities [1][4] - The Kling AI model, launched in June 2024, utilizes the DiT (Diffusion Transformer) architecture, offering dual modes of "text-to-video" and "image-to-video," with high-quality output of up to 3 minutes, 1080p, and 30fps [1] - Since its launch, Kling AI has seen rapid growth, surpassing 22 million global users, with monthly active users increasing 25 times and generating over 168 million videos and 344 million images [1] - Kuaishou's commercialization efforts are accelerating, with Kling AI's revenue exceeding 100 million yuan in February 2024, and revenue for the first three months surpassing the total for 2024 [1] Industry Analysis - Dongfang Securities expresses optimism about Kling's ability to empower the main business, significantly reducing short video marketing production costs by 60% to 70%, allowing for increased advertising budgets [2] - The video generation model market is experiencing intense competition, with major players like Tencent, Alibaba, and ByteDance launching their own models [2] - Industry analysts believe that the prospects for domestic video models are promising, with continuous improvements in performance and applications across various sectors, including film, advertising, and education [2] - AI video generation technology is expected to expand into new fields such as healthcare, architecture, and design, providing innovative solutions [3] Market Position - Kuaishou's Kling model has quickly risen to the top of the video generation model category, holding over 30% market share, while competitors like Runway and Tencent also have significant shares [4] - Kuaishou is positioned at a critical juncture in the industry, leveraging AI technology and video models to reshape the market landscape and create additional commercial value [5]