Founder: The film and television sector benefits from AI technology, reducing costs and increasing efficiency. The AI comic drama has strong technological adaptability and a clear path to monetizing intellectual property.

Founder released a research report, stating that based on the industry logic of the booming AI applications in 2026, the industry elasticity is expected to present a trend of "film and television > marketing > media index > gaming" the film and television sector is currently benefiting from the industrial transformation of AI technology reducing costs and increasing efficiency, with outstanding elasticity; AI animated dramas have strong technological adaptability and clear paths for IP monetization. The bank recommends focusing on two categories of concepts: film and television, and AI animated dramas. Founder's main points are as follows: The rise of AI animated dramas in 2025 from traditional short dramas to AI short dramas In 2025, becoming the first year of the AI animated drama industry, the industry completes a five-year development path of traditional short dramas in just one year, with the market size soaring to nearly 20 billion yuan. It is expected to increase to 22 billion yuan in 2026. With the triple driving forces of big AI model iterations, platform policy support, and gradual regulatory standardization, the industry is entering a high boom cycle of simultaneous expansion and quality improvement. Technological iteration becomes the core growth driver of the industry, AI reconstructing the production logic of film and television, with long videos focusing on "industrial upgrading" and short videos on "full-dimensional innovation." From 2025 to 2026, Seedance 2.0, Keling 3.0, Vidu Q3, and other big video models continuously break through, achieving significant upgrades in native multi-camera narrative, audio-visual synchronization, high-definition output, and character consistency optimization, effectively solving industry pain points such as cross-camera face change and style drift. The production cost of AI animated dramas has significantly decreased compared to live-action short dramas, and the production cycle has been compressed from monthly to weekly, optimizing manpower and time costs significantly. The era of all people creating has arrived, and AI animated dramas have rapidly risen to become the main force in platform traffic and new releases, with structural opportunities in the competition becoming apparent. Clear industry chain structure Web fiction IPs, technology tools, content production, platform distribution, and globalization forming a complete closed loop, with leading companies forming differentiated barriers based on IP reserves, model capabilities, and ecological resources. COL Global Co., Ltd., Yuewen, and Palm Reading achieve efficient adaptation of animated dramas leveraging web fiction IPs; Kunlun Tech leads the overseas AI animated drama market with rapid growth in revenue and flow; Wanxing and Jiecheng focus on AI tools and industrial platforms; Huanrui, Bonas, and Huace enter the AI short drama field based on film and television IPs; Cross-border companies such as Decai Decoration position themselves in the ByteDance ecosystem with a dual layout of computing power and AI animated dramas. Risk warning: tightening regulatory policies in the short drama industry; intensified industry competition; AI model technological iteration speed slower than expected; user growth in the short drama industry lower than expected.