AI Application Attention Rising; Emphasize AI Drama + AI Marketing Commercialization Opportunities [Zhongtai Media & Internet]

English summary

In 26H1, the top 2 B-end API inference token consumption scenarios were AI short drama/video (55%) and marketing (24%). AI short drama + marketing are the main monetization scenarios for major model companies, and are the main track in the application ecosystem where models have been proven and performance gradually ramps. AI short drama domestic user scale exceeds 800 million, full-year market size is expected to exceed RMB 40B, with model-side revenue expected to account for about 50%; rapid expansion of overseas markets opens huge space for growth across the industrial chain. AI marketing has become an important engine driving revenue growth in e-commerce, manufacturing, etc. AI OS vendors such as MyWay (Maifushi) have achieved significant performance ramp-up driven by growth from AI marketing scenarios, showing high elasticity. Further leaps in model reasoning and multimodal generation capabilities are expected to continue driving application-side improvements in product supply capabilities, accelerating commercialization, and completing the AI investment main line. We suggest paying attention to: AI drama: ChineseAll, Rongxin Culture, IReader, Kunlun Tech, etc.; AI marketing: Yixiaotianxia, MyWay, Mobvista, BlueFocus, etc. ...