A research report released by Huatai Securities highlights that the economic potential of intellectual property (IP) is poised for further unlocking, and the convergence of artificial intelligence (AI) with the film and video sectors presents promising opportunities. Huatai Securities anticipates that the collaboration between Sora and Disney is likely to substantially boost the production volume and audience reach of niche IP content. This, in turn, is expected to fuel growth in derivative revenues and licensing values.

Since the start of the year, multimodal AI large-scale models have undergone continuous refinement. Models like Sora2, Google Veo3, ByteDance OminiHuman-1.5, and Kling Turbo 2.5 have consistently enhanced their video generation capabilities, offering robust support throughout the entire video production pipeline. From an industry application standpoint, content generated natively by AI, such as AI-created comics and short dramas, is steadily progressing towards commercialization. Looking ahead, the integration of AI with filmmaking is also anticipated to achieve sustained breakthroughs.