[China Aviation Securities: Box Office Recovery and AI Technology Drive Dual Upgrades in Content Production and Business Models] China Aviation Securities points out that the film industry is facing structural upgrading opportunities driven by both b

2026-01-12

[China Aviation Securities: Box Office Recovery and AI Technology Drive Dual Upgrades in Content Production and Business Models] China Aviation Securities points out that the film industry is facing structural upgrading opportunities driven by both box office recovery and AI technology. In the short term, the release of films during the Lunar New Year season and the continued implementation of AI production applications will be catalysts for the sector; in the medium to long term, AI empowerment will reshape the industry ecosystem and drive dual upgrades in content production and business models. It is recommended to focus on two main themes: 1. Technology-driven content companies; 2. Operating companies with deep investments in IP derivatives and short drama businesses.