中信证券:字节漫剧日耗突破3000万 看好AI漫剧高景气度延续
Di Yi Cai Jing·2026-01-22 00:17

Core Insights - The Douyin Giant Engine held a Comic Drama Ecological Conference in Hangzhou on January 20, indicating a significant event in the industry [1] - The daily peak consumption in the ByteDance comic drama sector reached 30 million, showcasing strong user engagement [1] - The overall market size for comic dramas is projected to reach 22 billion by 2026, reflecting sustained high industry vitality [1] Content Analysis - From the content perspective, AI-generated human dramas, high-quality IP adaptations, and innovative themes are showing higher hit rates, indicating a competitive advantage for quality content in the market [1] - On the technology front, AI technology has been deeply integrated into the comic drama pipeline, significantly reducing costs and increasing efficiency [1] - Leading AI dramas are continuously enhancing their commercial value through copyright distribution and IAA+IAP co-investment strategies [1] Investment Recommendations - The AI drama industry is expected to maintain its vitality, and companies with high-quality IP and production capacity should be closely monitored for investment opportunities [1]

CITIC Securities Co., Ltd.-中信证券:字节漫剧日耗突破3000万 看好AI漫剧高景气度延续 - Reportify