报告：目前已有超10家A股上市公司入局AI短剧赛道

Core Insights - The report by Qixinbao, a subsidiary of Hehe Information, highlights the rapid growth of the short drama industry in China, with over 350,000 related enterprises as of October 20, 2025 [1][2] - The industry encompasses the entire value chain, including upstream IP copyright holders, midstream production companies, and downstream distribution and streaming platforms, with midstream companies accounting for over 70% of the total [1] - More than 10 A-share listed companies have entered the AI short drama sector, focusing on various niches such as AI sci-fi dramas and traditional cultural themes [1] Industry Overview - The short drama format typically consists of episodes ranging from 3 to 10 minutes, with a total length of 80 to 100 episodes, characterized by short filming cycles and quick production [1] - The report indicates a diverse exploration of AI commercialization within the industry, with companies leveraging AI technologies for visual effects and content standardization [1] Capital Trends - The financing landscape for the "AI + short drama" sector has seen at least 9 funding events in 2025, with total investments exceeding 100 million yuan, indicating strong capital interest in AI-driven content production infrastructure [1] - The AI video generation and AI animation industrialization sectors have received multiple rounds of financing, reflecting a commitment to developing foundational technologies for AI short dramas [1] Regional Development - The short drama boom has stimulated local economies, leading to a competitive landscape among cities to establish "vertical studios" for shooting vertical micro short dramas [2] - As of October 20, 2025, the top ten cities in China for short drama-related enterprises are Beijing, Shanghai, Chengdu, Guangzhou, Hangzhou, Shenzhen, Chongqing, Zhengzhou, Wuhan, and Xi'an, with Beijing leading significantly with 46,800 enterprises, more than double that of Shanghai's 19,600 [2]