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爱奇艺龚宇:AI只有颠覆现有内容制作流程才能改造行业
Bei Ke Cai Jing· 2025-09-25 02:23
校对 杨许丽 龚宇认为,人工智能对行业和爱奇艺而言都是未来最大的变量因素。曾有行业人士向贝壳财经记者表 示,人工智能技术缩短内容制作周期,让内容更快与观众见面,也许能够解决IP启动遇冷的问题。去年 下半年,爱奇艺开始大规模正式投入IP业务,主要分为IP消费品、线下体验两部分,线下体验业务又分 为全感剧场和线下乐园两种类型。 目前,爱奇艺线下乐园主要落地扬州和开封,"都在施工过程中,今年年底和明年春天将分别开启。"龚 宇透露,爱奇艺线下乐园也将在北京王府井启动。现场资料显示,爱奇艺全感剧场目前覆盖超30个城 市,近60家门店。 新京报贝壳财经讯(记者韦英姿)9月24日,2025北京文化论坛文化产业投资人大会在京举行,爱奇艺 创始人、首席执行官龚宇出席大会并表示,大模型应用已经非常普及,但能做所有事的通用大模型仍然 没有出现,具体到影视行业来看,大模型应用的"最大痛苦"是不可控。"但科技创新遇到的所有困难都 不算特别难,得靠实践。" 据他观察,过去一两个月,大模型生成的影视级作品在质量技术指标上几乎已经不存在问题,只是主要 在创意方面有所欠缺。同时他认为,大模型也在迅速进步,按照目前的技术状态及发展速度,"未来可 ...
二季度总收入66.3亿元!爱奇艺晒“成绩单”
Core Viewpoint - iQIYI reported its Q2 financial results, showing a total revenue of 6.63 billion RMB, with significant contributions from membership services and online advertising [1] Financial Performance - Total revenue for Q2 was 6.63 billion RMB, with membership service revenue at 4.09 billion RMB, online advertising revenue at 1.27 billion RMB, content distribution revenue at 440 million RMB, and other revenue at 830 million RMB [1] - Non-GAAP operating profit was 58.7 million RMB, and Non-GAAP net profit was 14.7 million RMB, marking the 14th consecutive quarter of Non-GAAP operating profitability [1] Content Strategy and Performance - iQIYI is focusing on innovation in AI applications, micro-dramas, experiential business, and overseas markets to drive sustainable growth [2] - The company has seen a surge in both long and short content, with several original series achieving high popularity and micro-dramas showing double-digit growth in daily viewing time and unique visitors [3] - iQIYI's international membership and revenue reached new highs, and its self-operated film card business exceeded 100 million RMB in GMV [3] Market Position and Competitive Advantage - iQIYI maintains the highest market share in the film sector for 14 consecutive quarters, with notable box office success for its films [5] - The company is leveraging the "emotional economy" trend, with significant increases in revenue from variety shows and advertising [5] Regulatory Environment - The new regulations from the National Radio and Television Administration are seen as a major benefit for the industry, allowing for faster content production and increased creative flexibility [6][7] - iQIYI plans to enhance its content strategy in response to these regulations, focusing on seasonal dramas and innovative content formats [8] Future Plans - iQIYI aims to continue focusing on high-value head dramas, expand collaborations with top creators for micro-dramas, and explore opportunities in external distribution and IP derivatives [9] - The company is also expanding its offline experience business through iQIYI parks and immersive theaters, with over 50 operational locations across approximately 30 cities [9]