CICC: Standardize policy guidance and promote rational development, short-term industry focuses on AI and overseas expansion.

CICC released a research report stating that, according to Ai Media Consulting, the industry scale of short videos in 2025 may reach 67.8 billion yuan, a year-on-year increase of 34.4%. AI technology mainly assists in the creation of short videos, and it is recommended to focus on the subsequent technological iterations and application progress. According to Dian Dian data, the total revenue of overseas short videos in 2024 may reach 400 million US dollars. The core competitiveness of short videos going abroad lies in systematically transplanting domestic short video experience overseas, completing localization adaptation, and forming effective production capacity on the ground. Continued attention to the development space. Key points from CICC: Development stage: The market size in 2024 may exceed 50 billion yuan, with production, distribution, and consumption resonating. According to Ai Media Consulting, the industry scale of short videos in 2024 may reach 50.44 billion yuan, a 34.9% increase. The emergence of the short video industry reflects strong plotlines and fast-paced content that cater to the needs of users in lower-tier cities. Online competition: Long video platforms defend by laying out short videos as supplementary content. According to QuestMobile, the overlap of users between Hongguo and long video platforms accounts for 10% to 18% of long video platforms (November 2024). Long video platforms may subsequently 1) increase investment in long-form content categories. 2) also lay out short videos. The layout of short videos by long video platforms is more of a defensive measure, forming supplementary content to meet the demand for short videos from existing users, increase stickiness, contribute to a certain increase in advertising revenue; consider the difficulty of acquiring external customers and the competition with the traffic volume of short video platforms, it is difficult to overturn the current landscape of the short video industry. Trend outlook: Standardize policy guidance for rational development, focus on new directions in AI and going abroad. Scale: According to Ai Media Consulting, the industry scale of short videos in 2025 may reach 67.8 billion yuan, a year-on-year increase of 34.4%. AI and going abroad: AI technology mainly assists in the creation of short videos, it is recommended to focus on the subsequent technological iterations and application progress. According to Dian Dian data, the total revenue of overseas short videos in 2024 may reach 400 million US dollars. The core competitiveness of short videos going abroad lies in systematically transplanting domestic short video experience overseas, completing localization adaptation, forming effective production capacity on the ground, and continuously focusing on the development space. Risks Intensified market competition leading to profit contraction, content supply not meeting market demand, and tightening regulatory policies.