iQIYI(US:IQ) Sou Hu Cai Jing·2025-09-25 13:00Core Insights - The CEO of iQIYI, Gong Yu, predicts that commercial films significantly involving artificial intelligence will emerge by the end of this year, with a maximum timeline extending to the next two years [2][3] - iQIYI has identified offline business, including IP derivatives and offline parks, as a core business strategy moving forward [2][5] AI Integration in Content Production - Gong Yu emphasizes that AI will soon become the mainstream mode for professional content production, reflecting rapid advancements in AI technology over the past few years [4][3] - The company plans to launch the first AI theater in collaboration with Oscar-winning filmmaker Baodeqi, aiming to produce AI narrative films by Q1 2026 [4] Offline Business Strategy - iQIYI's offline business strategy includes developing IP derivatives and amusement parks, with three confirmed park projects located in Yangzhou, Kaifeng, and Beijing [5][7] - The company aims to leverage technology and innovation to reduce investment costs in amusement parks, utilizing virtual reality and AI to enhance visitor experiences [6][7] Financial Performance and Market Position - iQIYI's self-operated film card business achieved a transaction volume exceeding 100 million yuan in the first half of the year, indicating a growing market interest in this segment [6] - The company is positioning itself in the competitive landscape alongside other platforms like Tencent and Youku, which are also exploring card business opportunities [6]