CICC: Video generation is about to reach a turning point, and the growth track is welcoming China's opportunities

2025-08-01 08:20:31

A CICC research report indicates that OpenAI's release of Sora in 2024 will usher in a new era of video generation, ushering in the convergence of DiT technology paths and the beginning of the commercialization of video generation. By 2025, video generation will have seen significant improvements in aesthetic quality, character consistency, clarity, and efficiency. Video generation has already begun to enter film, television, e-commerce, and advertising as a productivity tool, with companies establishing early business models based on vertical SaaS subscription models. Chinese companies, in particular, have a significant advantage in the video generation sector: Kuaishou Keling is expected to lead the world in ARR by 2025, with commercialization also entering a fast lane.

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