AI Comic Drama: Vanguard of the Application Data Explosion
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Sinolink Securities' computer-industry thematic report argues that AI comic drama has entered a high-prosperity cycle of simultaneous supply and demand expansion and heavier platform investment. Per QuestMobile, Hongguo Free Comic Drama reached 44.276 million monthly active users in June, up 84.1% from February, while August saw 46,800 new AI-drama/comic-drama titles on Douyin and an incremental 1,647.5 billion plays. AI cuts production cycles from 50-60 days to under 30 and per-minute costs from roughly RMB1,000 to RMB400, sharply lifting efficiency; 3D comics are outgrowing the market. ByteDance and Bilibili are building the ecosystem via traffic support and model subsidies, and Seedance 2.5 strengthens generation quality, enabling longer narratives and controllable creation. Decai is the core pick: subsidiary Qixiang Wuxian's deepened partnership with Volcano Engine drove June single-month revenue to RMB19.2677 million, and it is extending existing IP into interactive film-games and e-commerce scenarios. Equity incentives bind the core team to explicit team-level revenue targets. The report expects sector prosperity to persist, with tool platforms benefiting first and Decai's AI revenue targets clear.
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