中金《秒懂研报》| AI视频，如何破浪前行？

Core Viewpoint - The article discusses the rise of AI video applications, highlighting the commercial opportunities and challenges in both B-end and C-end markets, driven by advancements in AI technology and user engagement [1][3][11]. Group 1: Technological Breakthroughs and Commercialization - The emergence of DiTs architecture marks a pivotal point in video generation technology, balancing quality, stability, speed, and cost, thus laying the foundation for AI video applications [3]. - The commercial exploration phase has begun, with companies like Kuaishou launching paid models that have attracted over 6 million users and generated 65 million videos from June to December 10 [3][4]. Group 2: B-end Applications Opportunities and Challenges - In the film industry, AI video applications can enhance script analysis, special effects, and post-production processes, significantly improving efficiency [3][4]. - Despite the potential, B-end applications face challenges such as high costs for model training and tool acquisition, as well as the need for skilled labor for post-production adjustments [7][8]. - Acceptance of AI-generated content in the B-end remains uncertain, with platforms requiring disclosure of AI usage and industry associations advocating for worker protections [10]. Group 3: C-end Applications Opportunities and Challenges - C-end users show high enthusiasm for AI video applications, with significant engagement on social media platforms like Bilibili, where AI-generated videos have garnered millions of views [11]. - However, the quality and diversity of C-end AI videos are lacking, with only a few top videos achieving high viewership [12]. - Key challenges include user preferences for relatable or purely virtual content, the need for improved quality and quantity of AI-generated videos, and concerns over copyright and content labeling [14].