Hailuo AI

Headlines · 2

1. 4d
   AI short dramas consume 55% of China's tokens as video models cash in

   A TMTPost article citing data disclosed by Chinese Online says AI short dramas and video generation account for 55% of China's token consumption, versus 24% for e-commerce and marketing and 15% for software development; it says one minute of 1080p video costs roughly 3–3.6 million tokens, and a 120-minute AI live-action short drama carries about 30,000–40,000 yuan in model-side compute cost, around half of total cost. The piece reports Kling AI's Q1 2026 revenue at more than 650 million yuan, up over 300% year on year, with an annualized run rate near US$500 million and API revenue rising to 60% of the mix from 30% a year earlier; MiniMax raised its valuation sharply but posted about 2.4 billion yuan in first-half losses, and SenseTime's main business remained loss-making at 386 million yuan excluding special gains. It also notes rising costs — about 17–19 yuan per episode in March versus 80–100 yuan in May, Alibaba Cloud and Baidu AI Cloud compute price increases of up to 34%, and an industry hit rate of just 0.47%. The revenue, valuation and market-size figures are as relayed by the article and were not independently verified.

   钛媒体 · 🔥 0
2. Oct 8
   AI-generated short dramas squeeze Hengdian's live-action actors

   The number of productions shooting at Hengdian World Studios has fallen sharply — the site said in August 2025 that it hosted more than 150 short-drama crews a day, while in May 2026 it reported only 59 crews in one week — and several short-drama actors say they can no longer find work, with some leads paid as little as 150 yuan a day. A DataEye report puts China's AI-generated short-drama (manju) market at 16.8 billion yuan in 2025, 22 billion yuan in January–May 2026 and a projected 40 billion yuan for the full year, with AI-realistic human-style shows accounting for 70% of the category in Q2 2026. A Zhongtai Securities note says AI short-drama costs fell another 80–90% in the first half of 2026 versus 2025, at 200–300 yuan per minute for 2D/3D and 800–1,000 yuan for photorealistic AI, versus 8,000–12,000 yuan for live-action.

   36氪 人工智能 · 🔥 0

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