Chinese Online says only 15% of China's AI token use goes to R&D
Chinese Online, a Shenzhen-listed company, disclosed in an investor-relations activity record that 55% of domestic AI token consumption goes to short dramas and video generation, 24% to e-commerce advertising and only 15% to actual research and development. cnBeta reported the figures alongside a widely discussed claim that more than half of China's AI compute is being spent making short dramas, and DoNews followed with a headline saying over half of domestic AI compute is used for short-drama video generation. The headlines' "compute" framing differs from the "token consumption" figures quoted in the body, and the numbers come from a single company disclosure without independent verification.
If the disclosed split holds, it would indicate that much of China's AI inference spending flows to short-drama and advertising applications rather than model work and research.
近日，“国内超一半算力在造爽剧”的话题，引发广泛关注。据A股上市公司中文在线在一份“投资者关系活动记录表”中披露，国内AI Token消耗55%烧在短剧和视频生成，24%烧在电商广告，真正用于研发的只有15%。