在短剧制作与AI影视垂直应用领域，博纳影业已取得显著突破。自研的"博卡一键AI短剧"平台，集剧 本、分镜、画面、配音、配乐等功能于一体，由该平台生成的《来自太平洋的你》《规则怪谈》等AI 短剧，已在多平台矩阵播出。除AI短剧外，AI原生电影《三星堆：未来往事》在国家电影局立项公 示，目前处于审核阶段。 当前，AI布局已成为博纳影业战略转型的关键抓手，一系列阶段性成果彰显其转型的决心。随着AI技 术的不断优化和高速发展，中国AI视频生成潜在空间巨大。未来，博纳影业有望通过深化AI在影视生 产全链条的应用，为自身成长注入新动力，助力影视行业迈向智能化、高效化生产的新阶段。（博纳影 业） 来源：金综科技 1月30日，博纳影业（001330.SZ）发布2025年度业绩预告。近年来，影视行业正处于阶段性调整关键 期，部分传统影视公司业绩受到影响。公司积极拥抱行业挑战，推进技术融合，促进业务创新，以"电 影工业化体系+生成式AI技术"双重能力为核心，构建起AI与影视深度融合的智能生产模式。 （声明：发布此内容旨在传播更多信息，仅供读者参考，并请自行核实相关内容。） 特别声明：以上内容仅代表作者本人的观点或立场，不代表新浪 ...

以下文章来源于酷玩实验室 ，作者酷玩实验室 酷玩实验室 . 关注中国科技发展与产业升级！ 来源丨 酷玩实验室（ID：coollabs） 图源丨Midjourney 互联网的信息茧房还是太权威了，当我在B站阅遍牢大复活视频，三连了一堆AI漫改好活逐渐感到索 然无味时，才发现在其他视频平台， 用AI做漫剧早就成了一个规模上百亿的变现市场。 工期可控、成本可控、平台流量+版权扶持等多重利好下， AI漫剧一度被称作是AI时代零门槛自学即 可上手的"个人最佳副业"， 而如今随着无数大中小团队涌入，这条新兴的AIGC影视赛道也在逐渐变 成一个残酷的产能血拼修罗场。 就跟短剧擅长用重生、穿越等题材设置反转和钩子套路吸引路人类似， AI漫剧则是将末世、诡异、无 限流等文字幻想打造成动画连续剧， 让自己也变成一门可以操纵观众情绪的流量生意。 借助越来越成熟且流水线化的AI生成视频能力， 无数原创国漫网文小说正在被爆改成一套套单集2分 钟、动辄80集的AI漫剧， 其中《斩仙台下，我震惊了诸神！》、《开局亿万冥币，我买爆了诡异末 世》等现象级大作更是以破10亿播放量宣告着一种全新的影视形态到来。 疯狂的AI漫剧 2025年被称作A ...

Core Insights - Tencent Video and Beijing Film Academy have signed a strategic cooperation agreement to establish the "AI Film and Television Joint Laboratory" aimed at integrating AI technology with the film and television industry [1] Group 1: AI Film and Television Project Production - Tencent Video will leverage generative AI capabilities for content production across various formats, including animation and live-action short films, collaborating with students and faculty from Beijing Film Academy [4] - The partnership will explore the application of AI technology at different stages of content creation, utilizing real projects and market-oriented scenarios [4] Group 2: Video Generation Model Collaboration - Both parties will collaborate on the development of video generation models, focusing on both live-action and animated content [4] - Tencent Video will provide relevant training data, while the Beijing Film Academy will assist in data annotation standards, execution, and model evaluation [4] - A comprehensive AI content production workflow and tool system will be established to facilitate the systematic application of generative AI in film and television creation [4] Group 3: Competitions and Awards Collaboration - Tencent Video and Beijing Film Academy will jointly organize an AI video creation challenge, inviting creators nationwide to participate [5] - A professional judging panel will be formed, and Tencent Video will provide funding and exhibition support for award-winning works [5] - The first AI Film and Television Joint Competition is planned for 2026, with both parties responsible for organizing and evaluating the event [5] Group 4: Talent Development Initiatives - The AI Film and Television Joint Laboratory will focus on cultivating talent in AIGC (AI-Generated Content), offering internship opportunities at Tencent Video for outstanding students [5] - Students who excel in the AI Film and Television Joint Competition will also receive direct internship opportunities, bridging the gap between creative practice and industry development [5]

Group 1 - The core idea of the article is that Deqing, Zhejiang, is leveraging the integration of culture and technology to establish a leading AI film industry base in China, aiming to foster the film economy and inject new momentum into the high-quality development of Chinese cinema [1] Group 2 - The initiative focuses on deep integration of cultural and technological resources to enhance the film industry [1] - The goal is to cultivate a robust film economy that contributes to the overall growth and quality of the Chinese film sector [1]

Core Insights - The Chinese film and television industry in 2025 is characterized by multiple intertwined trends, including resilience in traditional series, rapid evolution of micro-short dramas, and the unprecedented integration of artificial intelligence in creative and production processes [1] Group 1: Traditional Series - Despite facing various pressures, the traditional film and television industry demonstrates strong resilience through narrative innovation and thematic breakthroughs, with 469 long drama productions reported by the Hengdian Film and Television Cultural Industry Cluster Management Committee, remaining stable compared to the previous year [5] - The "Hengdian Index" indicates a continuous recovery in the economic benefit index of TV dramas, reflecting improved profitability driven by quality enhancement and cost control [5] - The focus on high-quality storytelling is emphasized by industry leaders, advocating for a "script-centered" approach to ensure that the essence of the story is prioritized in production [6][7] Group 2: Micro-Short Dramas - The micro-short drama sector is expanding, with a diverse range of themes emerging, including inspirational stories and narratives reflecting national sentiments, as seen in successful productions like "Adventurer Langya" [8][11] - The industry consensus is shifting towards a broader thematic exploration, moving beyond mere entertainment to address social issues and convey positive values, as demonstrated by works like "Wild Girl" and "This Life's Fate" [11] - The micro-short drama industry has created over 1.33 million jobs across the entire production chain, indicating its significant impact on employment and its potential for further integration with cultural promotion and legal education [11] Group 3: Technological Empowerment - The integration of AI technology is transforming the film and television industry, enabling rapid production processes that previously required extensive manual effort, as illustrated by the use of AI in creating complex visual scenes [12][13] - Major industry players are exploring innovative applications of AI, such as seamless integration of live-action footage with AI-generated scenes, which helps reduce costs and enhance production efficiency [15] - The establishment of the "Hengdian Film and Television Large Model" and the AI Film and Television Ecological Service Center signifies a systematic approach to leveraging AI across various production stages, enhancing creative potential and artistic expression [15][17]

Core Viewpoint - The stock price of Bona Film Group has experienced significant volatility due to the upcoming release of "Avatar 3," reflecting market sentiment rather than fundamental improvements in the company's financial health [1][3]. Group 1: Stock Performance - Bona's stock price surged rapidly before the film's pre-sale, achieving four consecutive trading days of gains [1]. - Following the release of pre-sale data and film reviews, the stock faced a sharp decline, including two consecutive days of trading halts and a further drop of 9.15% [1][3]. Group 2: Relationship with "Avatar 3" - Bona's stock movement is primarily linked to its investment rights in "Avatar 3," which allows it to share in the film's global box office revenue [4]. - The relationship is characterized as an investment arrangement rather than direct involvement in production, leading to uncertainty in potential profits based on box office performance [4]. Group 3: Market Reception and Performance Indicators - The pre-sale performance of "Avatar 3" has been underwhelming, with total pre-sale and preview box office below 70 million yuan, significantly lower than "Avatar 2" [5]. - The film's length of 198 minutes and high ticket prices have created barriers for audience attendance, impacting its market performance [6]. Group 4: Critical Reception - Initial reviews for "Avatar 3" have been cautious, with a Rotten Tomatoes freshness rating of 70% and a Metacritic score of 61, the lowest among the series [7][8]. - The changing viewing habits of domestic audiences, who are increasingly waiting for reviews before purchasing tickets, add to the uncertainty surrounding the film's success [8]. Group 5: Company Financial Health - Bona Film Group has faced ongoing financial difficulties, with losses of 76 million yuan in 2022, 553 million yuan in 2023, and projected losses of 867 million yuan in 2024 [9]. - The cumulative losses over the past four years exceed 2.6 billion yuan, indicating structural challenges beyond the performance of a single film [9][11]. Group 6: Strategic Shifts - The company is exploring new avenues such as long-form series and AI-driven content production to adapt to changing market dynamics [14][17]. - Despite these efforts, the company has yet to demonstrate a robust project portfolio or cash flow structure that would reassure investors [17][18].

Core Insights - The development of AI technology is transforming the film industry, creating a new market that significantly reduces production costs and enables the concept of "one-person film crews" to become a reality [1] - Experts express cautious optimism about whether AI can surpass human creativity and produce truly classic artistic works [1] - The Chinese film market is rapidly adopting AI technology, with both traditional film companies and tech giants entering the space to capture market opportunities [1] Group 1: AI in Film Production - 2024 is referred to as the "AI Film Year" in China, marked by the release of the first AIGC sci-fi short drama, "Sanxingdui: Future Revelation," which gained significant attention shortly after its launch [2] - The production of "Sanxingdui: Future Revelation" involved a dedicated team formed by Bona Film Group, resulting in 13 episodes over 5 months, showcasing a significant reduction in costs compared to traditional filmmaking [2] - The introduction of digital virtual characters, such as the lead character Wu Xingyan, represents a new asset class in AI, eliminating the need for contracts and allowing for rich character development [2] Group 2: Technological Advancements - The AI film era allows individual creators to possess capabilities previously exclusive to large studios, drastically reducing the time required for creative processes from months to hours [3] - Lenovo's AI tools and services are designed to empower creators, enabling them to have their own "dream factory" and facilitating collaboration among multiple AI agents [3] - Lenovo's Tianxi AI serves as a creative partner, enhancing scriptwriting and storyboard design, thus achieving the "one-person film crew" effect [3] Group 3: AI-Generated Content - The "Global AI Film Marathon" showcased the potential of AI in filmmaking, with a short film created by a single individual winning awards for best technology and best IP creativity [4] - AI has been integrated into various stages of film production, including scriptwriting and post-production, demonstrating its capability to generate complex scenes and characters [4] - The collaboration between the visual generation model "Keling AI" and nine renowned directors resulted in nine AIGC short films, marking a significant milestone in AI's application in film creation [4] Group 4: Future Prospects - An AI creative company in Suzhou plans to release the first AI-produced feature film in China, with production costs projected to be less than one-tenth of traditional methods while maintaining comparable quality [5]

Core Insights - The article highlights the significant financing achievements of the past two Cultural Investment Conferences, totaling 9.5 billion yuan, with a notable example being the 50 million yuan funding for the film "Lion Boy" [1] - The third Cultural Investment Conference is taking place in Guangzhou, aiming to connect promising projects with investors, showcasing a high efficiency in securing funding [1] Group 1: Conference Structure and Innovations - The conference adopts a new "1+8+N" structure and "3+365" model, featuring one main conference, eight specialized roadshows, and various supporting activities throughout the year [1] - The event spans three days but aims to assist industry professionals in securing funding year-round [1] Group 2: Emerging Trends and Projects - This year's conference showcases new sectors such as embodied intelligent robots, AI in film, micro-short dramas, and the "grain economy," reflecting current market trends [1] - Out of 298 registered projects, 60 were selected for presentations, indicating a competitive selection process [1] Group 3: Investment Landscape - Over 80 investment institutions, including top firms like Sequoia China and Hillhouse Capital, are participating in the conference, highlighting the interest from major players in the cultural sector [1] - Guangdong province has maintained the highest cultural and related industry value added for 22 consecutive years, with over 10,000 regulated enterprises, representing one-seventh of the national total [1] Group 4: Policy Support and Market Potential - More than 85% of trendy toy products are manufactured in Dongguan, showcasing the region's manufacturing strength [2] - In May, Guangdong introduced 87 cultural industry support policies to encourage development in six key areas, enhancing the Bay Area's role as a cultural resource hub [2]

Core Insights - The user base for micro-short dramas in China has reached 662 million, with a market size exceeding 50 billion yuan, surpassing box office revenues for films, marking a significant shift in content consumption trends [1][3] - Major film companies are increasingly pivoting towards short dramas as a response to declining traditional film revenues and changing audience habits, indicating a necessary adaptation to market realities [3][4][14] Industry Trends - The rise of micro-short dramas is seen as a new growth avenue for film companies, with firms like Huayi Brothers and Bona actively developing short drama brands and projects [1][3][4] - The traditional film industry's revenue model has been challenged by factors such as the pandemic, audience fragmentation, and increased competition, prompting companies to seek alternative content forms [4][5] Company Strategies - Huayi Brothers has launched a short drama brand "Huayi Brothers Fire Drama" and introduced several AI-driven projects, indicating a strategic shift towards this emerging content format [1][3][7] - Bona has established a comprehensive AI-driven production model that integrates short drama creation, IP film development, and technical solutions, showcasing a commitment to innovation in content production [10][12] Technological Integration - The integration of AI in short drama production is aimed at reducing costs and increasing the frequency of content experimentation, which is crucial for adapting to market demands [7][10][12] - AI technologies are being utilized to enhance production efficiency and creative possibilities, although the challenge remains in aligning traditional storytelling methods with the new short drama format [13][14] Market Dynamics - The short drama format is characterized by lower production costs and quicker turnaround times, making it an attractive option for companies facing financial pressures [6][12] - Despite the potential for growth, the success of short dramas will depend on companies' ability to understand audience preferences and create compelling narratives that resonate with viewers [13][14]

Core Insights - The core initiative "H·AI Fire Seed Plan" by Huayi Brothers marks a significant step towards embracing AI technology in the film industry, showcasing a proactive approach to technological transformation and commercial application [1][2][3] Group 1: AI Integration in Film Production - The "H·AI Fire Seed Plan" includes a diverse slate of 9 AI short dramas and 1 AI film, indicating the potential for AI to enhance creativity and reduce production costs across various genres [2][3] - AI technology allows for a broader range of content types, particularly in short dramas, moving beyond traditional web literature to include more diverse narratives [2][3] Group 2: Upcoming Projects - The slate features notable projects such as the sci-fi suspense piece "The 0th File: The Double Fish Jade Pendant," the thriller "Family Rules," and the mythological series "The Goddess Chang'e: Please Calm Down" [3][24][25] - Several projects are already completed and set for global distribution, indicating a strategic move to expand market reach beyond domestic confines [3][22] Group 3: AI Workflow and Cost Efficiency - Huayi Brothers is establishing a comprehensive AI production workflow to enhance efficiency and reduce costs, particularly in high-expense areas like large-scale filming and special effects [13][14] - The integration of AI tools is expected to significantly lower production costs while allowing for a focus on content quality [13][14] Group 4: Talent Development and Industry Impact - The initiative aims to cultivate a new generation of creators who are proficient in AI, thereby injecting fresh talent into the industry and breaking down traditional barriers to entry [22][24] - The project is a collaborative effort involving multiple companies, including Huayi Brothers Film (Foshan) Co., Ltd., and aims to leverage both domestic and international partnerships for distribution [1][22]