每经AI快讯，有投资者在投资者互动平台提问：最近Sora爆火，贵司有没有这方面的AI视频技术储备， 从而推动广告营销业务发展？ ST华扬（603825.SH）10月9日在投资者互动平台表示，最近Sora App的走红及其背后AI视频技术的发 展，正推动广告营销行业实现战略转型，行业核心逻辑从以往追求"降本增效"的工具化思维，逐步转向 聚焦"品牌价值重塑"的新智发展范式。公司较早将AI技术纳入公司核心战略，完成AI在营销全链路的布 局，并构建起系统化的AI视频创作方法论，解决了AI视频创作中人物一致性等关键技术难题。公司成 功打造《醉花荫》《问鼎》《妹猪长沙行》《中秋》等系列AI视频作品，积极探索AI原生叙事模式， 不仅精准契合品牌方的营销需求，而且将AI视频应用延伸至文旅等多元场景，并进一步提出"AI人文主 义"理念，强调AI技术需服务于情感传递与品牌建设，而非单纯的技术应用。凭借前端策略规划、数据 洞察分析等综合能力，公司正逐步发展为AI广告时代的创新平台，为行业转型提供实践参考和变革方 向。 （记者 张明双） ...

Group 1: AI Video Generation Industry - Aishi Technology has completed a Series B financing round totaling over $60 million, led by Alibaba, with participation from various investment institutions [1][3] - The company has surpassed 100 million global users, and its self-developed video generation model, PixVerse V5, ranks first in the Artificial Analysis video evaluation [1][3] - The platform has extended its free user event until September 12, allowing domestic users to use the PixVerse Agent for dynamic content creation at no cost [1] Group 2: Market Trends and Challenges - The financing highlights the strategic importance of AI video technology in the capital market, indicating a surge in public creative demand [3] - Despite the growth, the industry faces challenges such as stability in generation quality, content controllability, and ethical risks [3] - Aishi Technology is encouraged to leverage this financing to accelerate algorithm optimization, build a developer ecosystem, and establish a compliance governance system [3] Group 3: Instant Delivery Sector - Ele.me has initiated a new measure for rider rights protection by signing the "2025 Annual Platform Algorithm and Labor Rules Agreement" with rider representatives [4] - The agreement aims to gradually eliminate the penalty for late deliveries and shift towards a positive incentive mechanism, enhancing rider health through upgraded fatigue prevention systems [4] Group 4: Smart Home Cleaning Market - IDC's latest report indicates that the global robotic vacuum market is undergoing significant changes, with Chinese brand Yunzhihui entering the top five globally for the first time [4] - Yunzhihui achieved a shipment volume of 524,200 units, capturing an 8.5% market share, surpassing established US brand iRobot [4] - The brand's rapid expansion is attributed to its focus on emerging markets and differentiated market strategies [4]

Group 1 - Aishi Technology completed a Series B funding round of over $60 million, led by Alibaba, with participation from various investors including Dacheng Capital and Shenchuang Capital [2] - The company has surpassed 100 million global users, and its self-developed video generation model, PixVerse V5, ranks first in the Artificial Analysis video generation chart [2][3] - The product PixVerse (拍我AI) was listed as the 25th in a16z's "Top 50 Generative AI Consumer Mobile Applications" [2] Group 2 - The funding highlights the strategic value recognition of AI video technology, indicating a shift from experimental technology to industrial infrastructure [3] - The industry is at a critical juncture of technological breakthroughs and commercial validation, with a surge in user demand for creative content [3] - Aishi Technology needs to leverage this funding to enhance algorithm iterations and build a developer ecosystem while balancing innovation and compliance [3] Group 3 - Cloud Whale Intelligence has entered the top five in global market share for robotic vacuum cleaners, with a shipment of 524,200 units and an 8.5% market share in Q2 2025 [5] - The company has surpassed American brand iRobot by focusing on regions with lower market penetration and adopting differentiated market strategies [5] - Future expansion will prioritize emerging markets such as Southeast Asia, Australia, Latin America, and the Middle East [5]

Core Viewpoint - The article discusses the rising popularity of short dramas, particularly those produced using AI technology, highlighting their rapid production and high viewer engagement compared to traditional dramas [4][7][16]. Group 1: Popularity of Short Dramas - The viewership for short dramas has significantly increased, with some achieving over 50 million views, while traditional dramas struggle to reach 40 million [6][7]. - A specific short drama titled "Nine-Tailed Fox Male Demon Falls in Love with Me" has garnered over 180 million views despite only having 28 episodes [9][11]. Group 2: Advantages of AI in Short Drama Production - AI technology allows for the rapid creation of short dramas, with a single episode taking only about 2 hours to produce, compared to traditional dramas that often take months [15]. - The use of AI reduces costs associated with actors, sets, and production logistics, making it a more efficient option for content creation [15][16]. Group 3: Characteristics of AI-Produced Short Dramas - These short dramas typically have a fast-paced format, with episodes lasting around one minute, catering to modern viewers' fragmented attention spans [22][23]. - The quick pacing and engaging content resonate well with audiences, leading to a phenomenon where viewers find themselves unable to stop watching, even if the content is perceived as low quality [23][24]. Group 4: Technical Aspects of AI Short Drama Production - The production process involves several steps, including script generation using large language models, character and scene creation through text-to-image tools, and video generation from images [27][30][46]. - AI tools for voice dubbing and video editing are also utilized to enhance the final product, making the entire process accessible and cost-effective for creators [49][51].

Group 1 - The core viewpoint is that AI video generation technology is driving rapid industry growth through cost optimization and content innovation [1] - Video generation products have achieved breakeven on the gross profit level, with the MoE architecture saving 50% in computational consumption [1] - The participation of AI in the direct generation process of AI comic dramas has increased from 50% to 80%, expanding the content market through new content forms like AI painting [1] Group 2 - The potential market for AI video is estimated to reach $41.6 billion, with a B-end content production market potential of $39.7 billion if penetration reaches 20% [1] - Industry trends are characterized by three main logics: extension of video generation duration (potentially reaching 1 minute within the year), cost reduction leading to "better and cheaper" offerings, and expansion of new content categories [1] - Technological advancements, such as ByteDance's Captain Cinema framework, aim to achieve coherence in long videos, which could accelerate content penetration if widely applied [1] Group 3 - Analysts are optimistic about breakthroughs in multimodal technology and overseas expansion, believing that cost optimization and business model innovation will drive user growth and commercialization progression [1] - The Hong Kong Stock Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573), focusing on technology-related companies that can be invested in through the Hong Kong Stock Connect mechanism [1] - The index includes companies from nine Hang Seng secondary industries, selecting those with innovation capabilities and growth potential to reflect the overall performance of technology firms listed in Hong Kong [1]