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Col group co.,ltd. (300364.SZ): The first AI short drama has been completed and is planned to be launched on the company's overseas short drama platform.
Gelonghui reported on November 29 that col group co.,ltd. (300364.SZ) stated on the investor interaction platform that the company is actively promoting AI applications and has completed the production of its first AI short drama, which is planned to be launched on the company's overseas short drama platform.
Huajin Securities: Expanding the overseas micro-drama market with the assistance of various domestic platforms on the content side.
After reaching its first growth peak in November 2022, the short dramas set for overseas markets saw their maximum increase in January 2023 and July 2023. Although there have been fluctuations in growth speed afterwards, the overall trend remains positive.
Cinda Securities: ByteDance leads the way in the domestic short drama free model, with promising potential for short dramas going overseas.
The short-term industry has been included in industry regulation to ensure the stable and healthy sustainable development of the industry.
col group co.,ltd. (300364.SZ): In 2024, the company has successfully produced nearly a hundred comics and animated works using AI technology, with a total viewing volume exceeding 3 billion times.
On November 27, Gelonghui reported that col group co.,ltd. (300364.SZ) stated in its investor relations that in 2024, the company successfully produced nearly a hundred comics and dynamic comic works using AI technology, with a total viewing volume exceeding 3 billion times. Among them, several AI dynamic comic works such as 'q&m dental Transfiguration', 'Reborn Celestial Master in the City', and 'Chaos Sword God' have been launched on mainstream video platforms like iqiyi, Youku, and Tencent, with multiple works successfully ranking in the top three on various platforms' hot stocks. The company has a standardized content production system that improves production efficiency and content at every stage by integrating cutting-edge AI technology and professional AIGC producers.
Col group co.,ltd. (300364.SZ): Overseas short dramas have formed a matrix development and have launched Sereal+ and UniReel.
Gelonghui reported on November 27 that col group co.,ltd. (300364.SZ) stated in its investor relations that the company has three advantages in the international short play market: first, a vast array of high-quality IP providing upstream incubation advantages in the content industry chain; second, extensive overseas layout experience covering a diverse range of international users; third, the self-developed AI model 'Chinese Xiaoyao' empowers multilingual professional short play script creation and improves translation efficiency. The company's overseas short plays have developed into a matrix and have launched Sereal+ and UniReel. Among them, Sereal+ will be launched in December 2023, ranking in the USA IoS entertainment category.
Huajin Securities: The performance forms of mature IPs are showing diversification, with game and film & animation IPs occupying a major position.
Different types of IPs each have their distinct features and interact with one another. Currently, game and film/anime IPs hold a dominant position. The number of popular IPs is relatively scarce and highly homogeneous, while niche IPs within smaller circles become a source of channel differentiation.
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