第一财经·2025-10-16 12:30Core Viewpoint - Google has launched the updated video generation model Veo 3.1, which aims to compete with OpenAI's Sora 2, indicating an intensifying competition in the AI video generation sector [3][7]. Summary by Sections Product Updates - Veo 3.1 introduces enhanced native audio generation, improved cinematic style understanding, and more realistic texture restoration, integrating audio features such as natural dialogue and environmental sounds [11]. - The model supports new functionalities like "Frames to Video," allowing users to create smooth transitions between two images, and "Extend," which enables users to lengthen videos beyond the original 8 seconds [15][17]. Performance Comparison - User tests show that Veo 3.1 has improved prompt adherence, audiovisual quality, and audio support by approximately 20-30% compared to Veo 3, but still struggles with complex scenes [18]. - In head-to-head comparisons, Sora 2 is often favored for its micro-realism, lighting, and physical detail, as well as its superior audio quality and automatic storyboarding capabilities [18]. Market Positioning - Veo 3.1 is currently in preview and available for paid use through various platforms, with pricing set at $0.4 per second for the standard version and $0.15 per second for the fast version, which is less competitive compared to Sora 2's pricing [19]. - The industry consensus suggests that Veo 3.1 has not yet surpassed Sora 2, and there are expectations for a more significant update in the future [19][20]. Competitive Landscape - The ongoing rivalry between Google and OpenAI in the AI video generation space has intensified, with both companies continuously enhancing their offerings [20]. - The market remains fragmented, with no single player achieving absolute dominance, indicating that the industry is still evolving and subject to significant changes [20].