Soochow Securities research reports suggest three main lines to seize investment opportunities in the video production industry. Firstly, companies that have forward-looking layout in AI video generation technology and commercial scenarios, such as Wondershare Technology Group; secondly, companies with high-quality video materials. Against the background of frequent copyright disputes, the demand for high-quality, legal, and compliant data by large model enterprises will be greatly increased. Pay attention to Visual China Group, Zhejiang Huace Film & TV, and others. Thirdly, companies with a large number of film and television IPs. The Wen Sheng video model is expected to accelerate its film and television content production and IP development, reducing costs and increasing efficiency. IP and video materials are also expected to become further sources for video model training. Pay attention to Shanghai Film, Beijing Enlight Media, and others.
东吴证券：三条主线把握视频制作行业的投资机会
Soochow Securities: grasp the investment opportunities in the video production industry with three main themes.
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