ChineseAll: Overseas Expansion Positive, AI Content One-Stop Platform Positioning Increasingly Clear [Zhongtai Media & Internet]

English summary

The company is accelerating the promotion of AI dramas. It is one of the first major customers to access the Seedance 2.0 model, with token consumption rapidly climbing. Annualized production capacity is expected to reach 3,000 titles by end-2026. The company has fully built an intelligent system covering literary creation, video generation, and content distribution, with clear AI full-stack empowerment. In terms of overseas expansion, the flagship platform FlareFlow has launched over 500 premium AI dramas and has also introduced and iterated its self-developed full-stack creation engine FlareFlash, pushing overseas short dramas from the traditional 'live-action handicraft system' to a high 'automated content industrial system'. Short drama deployment is accelerating. The company's associate company CMS generated revenue of RMB 5.72 billion in 2025, up 96.6% YoY. Meanwhile, as of May 2026, the FlareFlow platform had over 37 million cumulative registered users and more than 5,000 titles online. ...