According to a research report released by Huatai Securities, AI-driven film and television is transitioning from technological innovation to industrial-scale production. This shift is poised to fundamentally transform the cost structure and content supply model of the global film and television sector. Beginning in 2026, domestic video models have demonstrated continuous advancements in generation quality, inference efficiency, and cost-effectiveness. These improvements have paved the way for the launch of AI-driven long-form series and films. Concurrently, overseas film and television platforms and AI firms are expediting the integration of AI models into professional production workflows. Huatai Securities posits that the true value of AI-driven film and television extends beyond mere cost savings and efficiency gains. It also lies in reducing barriers to content development, enhancing the reusability of intellectual property (IP), and fostering standardized, large-scale production within the film and television industry.