Huatai Securities: Domestic and International AI Film and Television Industrialization Accelerates

36Kr reports that Huatai Securities' research note states that AI in film and television is transitioning from isolated technological breakthroughs to industrialized production, with the global industry poised for a reshaping of cost structures and content supply models. Since 2026, domestic video models have continued to advance in generation quality, inference efficiency, and usage costs, while AI long-form series and films have begun entering release and distribution phases; overseas film platforms and AI-native companies are accelerating the integration of models into professional production workflows. Huatai Securities believes that the industrial value of AI in film and television lies not only in cost reduction and efficiency gains but also in lowering content development thresholds, improving IP reuse efficiency, and driving the evolution of film and television production from project-based to standardized, scaled production.