中金：中国公司在视频生成赛道优势亮眼

Core Insights - In 2024, OpenAI is set to launch Sora, marking the beginning of a new era in video generation and leading to the convergence of DiT technology pathways [1] - By 2025, significant improvements in video generation aesthetics, character consistency, clarity, and generation efficiency are expected, with video generation becoming a productivity tool in film, e-commerce, and advertising [1] - Companies are adopting early commercial models based on vertical SaaS subscription systems in the video generation space [1] - Chinese companies are showing remarkable advantages in the video generation sector, with Kuaishou expected to lead globally in ARR by 2025, entering a fast track for commercialization [1]