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中信建投:AI+IP助力高增长,漫剧高潜力赛道爆发
Xin Lang Cai Jing·2025-10-27 23:57

Core Insights - The report from CITIC Construction Investment highlights a significant growth in the animation series market this year, driven by AI advancements and increased IP potential [1] Group 1: Reasons for Growth - The growth is attributed to the development of AI, which has allowed animation series to match the production costs and cycles of live-action short dramas, thus becoming a new increment in the micro-short drama market [1] - Support from long, medium, and short video platforms has driven supply growth due to high ROI [1] Group 2: Future Outlook - The animation series is expected not only to achieve growth within its own industry but also to drive growth in the entire film and television industry as well as in derivative markets [1]