GTHT released a research report stating that OpenAI's video generation model Sora 2 has been officially launched, along with the launch of the iOS social application "Sora" of the same name powered by Sora 2, which has successfully topped Apple's "Popular Free Apps" chart in the United States. Multi-modal large models at home and abroad continue to update and iterate, with video generation models overall continuously improving in stability, controllability, richness, and generation duration. Additionally, AI short videos can achieve widespread applications in social, e-commerce marketing, education, and other scenarios. Based on prompts, AI video models can be used in creative videos, brand advertising, and other fields with application value.
GTHT's main viewpoints are as follows:
On September 30, US time, OpenAI officially released its latest video generation model Sora 2 and launched the Sora App powered by Sora 2. Sora 2 achieved major breakthroughs in video realism, audio synchronization, and fine control, supporting 10 seconds of immersive content generation. Sora 2 Pro extends generation duration to 15 seconds, with higher picture resolution and texture closer to film quality. OpenAI simultaneously launched the Sora App, creating an AI-driven short video community that redefines social interaction and content creation through the innovative "Cameo" feature that seamlessly integrates user portraits into generated scenes. The application currently adopts an invitation system, prioritizing opening in the US and Canada. With this new application, OpenAI is also taking its biggest step toward creating social media products. OpenAI emphasizes that Sora is positioned as a co-creation platform rather than a content consumption platform.
Multi-modal video generation is gradually moving toward global generation, applicable to various stages of video production, presenting effective cost reduction and efficiency improvement for overall content production, especially in animation content. Different from retrieval generation and local generation, multi-modal video generation mainly uses text, images, and videos as prompts for creation from scratch, without relying on external materials. The core lies in the capabilities of large models to complete global generation, empowering traditional video production workflows.
Multi-modal large models at home and abroad continue to update and iterate, with video generation models overall continuously improving in stability, controllability, richness, and generation duration.
**AI Video Drives Diversified Innovation in PGC and UGC Applications**
1) IP value reshaping, PGC content capacity release, content innovation in short dramas and interactive dramas. OpenAI's CEO quickly announced two changes to Sora 2: on one hand, Sora will provide more specific control options, allowing character copyright holders to independently decide whether and how to allow users to use their characters for secondary creation. Additionally, based on providing control rights, Sora will explore charging models. Future Sora may form a revenue-sharing ecosystem of "creators + IP holders + platform."
2) UGC content innovation, widespread scenario applications in entertainment social, e-commerce marketing, education, etc. The Sora App has successfully topped Apple's "Popular Free Apps" chart in the United States. AI short videos can achieve widespread applications in social, e-commerce marketing, education, and other scenarios. Based on prompts, AI video models can be used in creative videos, brand advertising, and other fields with application value.
**Investment Recommendations**
The firm believes this mainly involves the following four types of companies:
1) Platform and model companies: Recommend Meitu Company.
2) IP resource companies: Recommend Shanghai Film, focus on China Online, iReader Technology, CITIC Press Corporation, Guomai Culture & Media, New Classics Media.
3) Content diversification innovation companies: Recommend Huace Film & TV, Enlight Media, Bona Film Group, Huace Media, Bnb Entertainment; focus on Huanrui Century, Jiecheng Corporation.
4) Other diversified application companies: E-commerce marketing category recommend Yeahmobi, Zhejiang Daily Interactive Network, Zhidemai; education category recommend Southern Publishing & Media, focus on Dousen Education.
**Risk Warning**
Video generation IP copyright usage and confirmation, video model iteration development speed may not meet expectations.
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