Huatai Securities: AI-driven industrialization of film and television production is accelerating both domestically and internationally.

Huatai Securities research report states that AI film and television is advancing from single-point technological breakthroughs toward industrialized production, and the global film and television industry is expected to undergo a reshaping of cost structure and content supply models. Since 2026, domestic video models have continued to make breakthroughs in generation quality, inference efficiency, and usage cost, with AI long-form dramas and films successively entering the launch and distribution stages; overseas film and television platforms and AI-native companies are accelerating the integration of models into professional production processes. Huatai Securities believes that the industrial value of AI film and television lies not only in reducing costs and improving efficiency, but also in lowering the threshold for content development, enhancing the efficiency of IP reuse, and driving film and television production to evolve from a single-project system toward standardized, large-scale production.