Group 1 - The advancement of AI large model capabilities is driving transformation in the production processes and content of the film and television industry [1] - The overseas film and television industry, represented by Netflix, has embraced AI after initial controversies regarding "AI replacing humans" [1] - Domestic leading companies are integrating AI into their production processes and launching AI-driven micro-short drama products and new features [1] Group 2 - Relevant companies are building capabilities through self-research or collaboration to enhance efficiency in production and output new products like AIGC micro-short dramas and AI comics [1] - The industry is optimistic about the performance growth and cost savings brought by AI applications for related companies [1]
中信证券:AI赋能生产端效率提升,微短剧及漫短先行