Core Insights - iQIYI announced the launch of the first AI theater in China, "Baudry.iQIYI AI Theater," aimed at exploring AI-driven narrative models and content ecosystems [1][3] - The theater will solicit content ideas and teams globally, providing technical support and creative subsidies to creators [1][3] - The first batch of AI narrative films, each over 15 minutes long, is scheduled to be released in Q1 2026 [1][3] Group 1 - iQIYI's Chief Content Officer, Wang Xiaohui, stated that AI-native content production will soon become mainstream, although no AI narrative works have been realized in the industry yet [3] - Baudry emphasized that AI-generated creative methods break traditional limitations and will lead a visual revolution, offering creators opportunities to innovate [3] - The first films from the theater will come from a creative camp where 30 selected teams will undergo a 7-day offline training with Baudry's guidance [3] Group 2 - The top 15 teams will receive production subsidies and technical support, and their works will be promoted by the platform [3] - Creators of selected works will participate in profit-sharing from membership fees and advertising revenue [3] - The application for the "Baudry.iQIYI AI Theater" creative camp is open until October 24, with offline training scheduled from November 15 to November 21 [3]

Group 1 - The core idea of the news is the launch of the first AI theater in China, "Baodeqi·iQIYI AI Theater," in collaboration with Oscar-winning filmmaker Baodeqi, aimed at exploring AI-generated storytelling and content creation [1][2] - The AI theater will solicit content ideas and teams globally, providing technical support and creative subsidies to creators, with the first batch of AI narrative films expected to be released in Q1 2026 [1] - The initiative includes a selection process where 30 creative teams will receive in-depth guidance from Baodeqi during a 7-day offline training, with 15 teams ultimately receiving production subsidies and technical support [1] Group 2 - iQIYI's Chief Content Officer, Wang Xiaohui, stated that AI-generated content will soon become the mainstream mode of professional content production, although no AI narrative works have been realized in the industry yet [2] - The "Baodeqi·iQIYI AI Theater" aims to pioneer the narrative model and content ecosystem in the AI era, collaborating with new-generation creators to shape future storytelling [2]

Core Insights - iQIYI's "Liaoyuan Plan" has received over 500 script submissions and participation from over 80 production companies since its launch in April 2023, with 15 projects currently in production [2][3] - The plan aims to enhance the visibility of new directors and creators on the internet, ensuring that quality works and talents are not overlooked [2] - iQIYI plans to upgrade the "Liaoyuan Plan" to better support young directors' creative enthusiasm [2] Content Upgrade - The content strategy will evolve from online films to include both Dragon Mark films and online films, promoting the creation of online story films, allowing creators to produce three episodes of over 60 minutes each [2][3] Cost Upgrade - The production investment per project under the "Liaoyuan Plan" will increase from 6 million yuan to 10 million yuan, with a revenue-sharing model where creators receive 50% of the box office earnings [4] Quantity Upgrade - The number of projects planned for release each year will increase from 30 to 50, aiming for a new project to be launched weekly, thereby allowing more diverse creative expressions to flourish online [4] Industry Response - The promotion of online story films by iQIYI aligns with the recent discussions by the National Radio and Television Administration, emphasizing the dual attributes of "ideology + market economy" in content creation [4] Annual Film List - iQIYI announced over 60 new films for the year, focusing on high-quality productions with major directors and stars, including titles like "1840," "Prison Break," and "The Twelve Hours of Chang'an" under its "Big Film Plan" [4]

Core Viewpoint - The article emphasizes iQIYI's strategic focus on integrating long and short video content, leveraging AI technology, and enhancing user emotional value through diverse IP development and innovative marketing strategies [1][3][22]. Group 1: Long and Short Content Strategy - iQIYI is committed to increasing investment in long video content while also expanding its micro-drama category, which has shown significant growth and market share [3][6]. - The company has released over 400 titles for the 2025-2026 "long+short" content lineup, showcasing its extensive content reserves and innovative capabilities [1][6]. - iQIYI's micro-drama offerings have exceeded 20,000 titles, reflecting a rich diversity and artistic quality [6]. Group 2: AI Integration - iQIYI is actively exploring AI applications across various operational and creative aspects, with significant advancements in both B-end and C-end services [3][15]. - The company has launched AI-powered products like the "Peach Bean" smart assistant to enhance user entertainment experiences [3]. - The "Bode Xi·iQIYI AI Theater" initiative aims to engage global creators in developing AI-driven content, with selected teams receiving support for their projects [13][15]. Group 3: Diverse Content Creation - iQIYI's content creation strategy focuses on emotional resonance and diverse representation, aiming to break stereotypes related to age, gender, and genre [6][8]. - The company is set to launch several anticipated series and films, emphasizing deep emotional narratives and innovative storytelling [10][11]. - iQIYI's variety shows are evolving to become "emotion value suppliers," with plans to develop a comprehensive matrix of content across multiple genres [17][24]. Group 4: Marketing and IP Development - iQIYI is enhancing its marketing strategies by leveraging AI for content marketing and user insights, aiming to maximize the value of its major productions [22][24]. - The company is focusing on creating immersive experiences that connect online and offline interactions, thereby driving consumer engagement and brand growth [22][24]. - iQIYI's marketing approach includes a combination of traditional and innovative methods to capture user interest and facilitate seamless content monetization [22][24]. Group 5: Expanding Entertainment Ecosystem - iQIYI is diversifying its content offerings across various entertainment sectors, including animation, children's programming, documentaries, and sports [20]. - The company is committed to building a robust content ecosystem that enhances user engagement through a wide range of entertainment experiences [20]. - iQIYI's sports programming includes coverage of major events and aims to provide immersive viewing experiences for sports fans [20].

Core Insights - The 2025 iJOY Autumn Enjoyment Conference highlighted iQIYI's focus on content IP, showcasing over 400 upcoming projects for 2025-2026, emphasizing innovation and content diversity [1][2] Content Strategy - iQIYI aims to enhance user emotional value through a blend of long and short video content, with a commitment to invest in high-quality productions in the long video sector while expanding its micro-drama offerings [2][5] - The company has achieved significant milestones in content creation, with four long series reaching high popularity and over 20,000 micro-dramas produced, leading the market in self-produced variety shows [5][8] AI Integration - iQIYI is actively integrating AI into its operations, enhancing both B2B and B2C experiences, and has launched AI-powered products to improve user engagement [2][10] - The company announced the "Baudry & iQIYI AI Theater," inviting global creators to submit AI-driven story ideas, with selected teams receiving support for production [10][12] Offline Experience Expansion - iQIYI is expanding its offline presence through IP derivative products and theme parks, with a new park planned in Beijing following successful launches in other cities [4] Diverse Content Development - The company is focusing on a diverse content ecosystem, with strategies to break traditional stereotypes in character portrayal and storytelling, aiming to resonate with a broader audience [5][7] - iQIYI is set to deepen its engagement with various genres, including suspense, mini-series, and reality shows, to cater to diverse viewer preferences [8][9] Marketing and IP Strategy - iQIYI is evolving its marketing strategies to leverage AI for content promotion and user engagement, aiming to maximize the value of its IP through innovative marketing approaches [17][20] - The company is also enhancing its variety show offerings, focusing on both established IPs and new original content to drive viewer interest and engagement [13][14] Multi-Industry Development - iQIYI is diversifying its content across multiple entertainment sectors, including animation, children's programming, documentaries, and sports, to strengthen its content ecosystem [16]

Core Insights - The article discusses how brands can achieve effective marketing breakthroughs in a fragmented media landscape and the rise of emotional consumption, emphasizing the role of AI technology in reshaping marketing decision-making [1] Group 1: Marketing Strategy - iQIYI launched a new "IP + Hard Advertising" strategy to help brands achieve "consensus, empathy, and resonance" in their marketing efforts [1] - The strategy aims to leverage iQIYI's content advantages in popular dramas, variety shows, and sports events to address the challenges of fragmented media consumption [3] - The focus is on integrating hard advertising into the IP ecosystem to maximize user engagement and brand recognition during specific timeframes [3] Group 2: Emotional Consumption - The emotional consumption market in China is expected to reach a scale of 2 trillion yuan, highlighting the importance of emotional value in consumer behavior [5] - iQIYI's content ecosystem captures and meets user emotional needs, providing a core link for brands to connect with the public's sentiments [5] Group 3: Data-Driven Marketing - The use of AI in marketing decision-making is becoming a future trend, with data resonance identified as a key engine for long-term brand management [8] - iQIYI employs a smart marketing strategy matrix that integrates various data sources to provide a comprehensive solution for brands, covering insights, content delivery, and performance attribution [8] - The combination of media data and industry data enhances the precision of target audience reach while ensuring data security through advanced technologies [10] Group 4: Collaborative Growth - iQIYI aims to continuously upgrade its "IP + Hard Advertising" marketing approach, empowering marketing growth through high-quality IPs and collaborating with brands to thrive in the AI marketing era [12]

Core Insights - The 2025 Beijing Cultural Forum's Cultural Industry Investors Conference was held on September 24, where several cultural projects, including "iQIYI Paradise" in Wangfujing, were successfully signed [1] Company Developments - iQIYI has partnered with Beijing Wangfujing Joy Shopping Center to create the "iQIYI Paradise," marking its third theme park signing in 2023 after projects in Yangzhou and Kaifeng [2] - The iQIYI Paradise aims to integrate Chinese film and television IP with cutting-edge digital technology, providing an immersive entertainment experience [2][3] - iQIYI's strategy focuses on "IP full-scenario development" as a response to declining membership and advertising revenues, seeking a "second growth curve" [2] Industry Trends - The theme park market in China reached a scale of 47.1 billion yuan in 2023, reflecting a year-on-year growth of 23.5% [3] - The trend of light-asset operations in theme parks is gaining traction, allowing companies like iQIYI to avoid heavy capital burdens while focusing on content and operational support [3]

Core Viewpoint - iQIYI's development strategy integrates both online and offline elements, focusing on content creation and theme park experiences [1] Group 1: Online and Offline Integration - iQIYI is expanding its business model by developing both online content such as films and variety shows, and offline experiences through theme parks and IP derivatives [1] - The iQIYI parks are designed to be small-scale, highly interactive, and rapidly iterative, with current projects in Yangzhou, Kaifeng, and Beijing [1] Group 2: Theme Park Features - The planned iQIYI parks will feature a combination of national original IPs and technological immersive experiences, with a planned area of 5,000 to 20,000 square meters [1] - Revenue for iQIYI parks will primarily come from ticket sales and secondary consumption [1] Group 3: Visitor Experience - The parks will include full-sensory digital experiences, limited edition merchandise sales, interactive performances, themed dining services, and content experiences lasting over 4 hours [1]

Core Insights - iQIYI is developing a new type of theme park called iQIYI Paradise, which is characterized by being small-scale, highly interactive, and rapidly iterative [1] - The development strategy of iQIYI integrates both online and offline elements, with online offerings including films and variety shows, while offline focuses on theme parks and IP derivatives [1] Group 1: iQIYI Paradise Overview - iQIYI Paradise is designed to be a new urban cultural tourism space that combines domestic original IP with technological immersive experiences [1] - Current and upcoming iQIYI Paradise projects include locations in Yangzhou, Kaifeng, and Beijing, with planned areas ranging from 5,000 to 20,000 square meters [1] Group 2: Revenue Model and Offerings - iQIYI is responsible for the technology, content, and operations of the parks, with primary revenue sources being ticket sales and secondary consumption [1] - The parks will feature full-sensory digital experiences, limited edition merchandise sales, interactive performances, themed dining services, and content experiences lasting over 4 hours [1]

Group 1 - Bilibili-W (09626.HK) shares increased by nearly 5% on September 25, reaching a price of 216 HKD [1] - The trading volume for Bilibili-W was 731 million HKD at the time of reporting [1]