智通财经网·2026-01-13 04:00Core Viewpoint - The short drama and comic drama industry is at a key transformation point towards "quality and industrialization" by 2026, with AI video models like Kexin maturing, leading to comic dramas becoming the main content growth driver for platforms [1] Group 1: Short Drama Market - The domestic short drama market is expected to reach 63.43 billion RMB in 2025, growing by 26% year-on-year, with a projected compound annual growth rate (CAGR) of 19.2% from 2025 to 2027 [2] - The supply of short dramas is increasing, with new releases expected to rise from 34,600 in 2024 to 39,600 in the first half of 2025, although competition for high-quality productions is intensifying [2] - The overseas short drama market is anticipated to see significant growth, with revenues expected to soar to 2.38 billion USD in 2025, marking a year-on-year increase of 263% [2] Group 2: Comic Drama Market - The year 2025 is projected to be the inaugural year for AI comic dramas in China, with a market size expected to exceed 20 billion RMB, and the number of comic dramas launched reaching 46,931 [3] - Major companies are increasingly investing in comic dramas, with the launch of the Hongguo free comic drama app marking a significant event in 2025, prompting platforms like Douyin and iQIYI to enhance communication with content producers [4] - AI technology is expected to enhance production capacity significantly, allowing for the production of 60 episodes in 20 days with a reduced cost of 400 RMB per minute [4]