Eight major AI track industry reports in the first half of 2026

Eight major AI track data and industry development reports in the first half of 2026 (full network compiled version)

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〇. Overview: Panorama of AI application market in the first half of 2026

Horizontal background:

• The number of generative AI users in China reaches 602 million(As of December 2025, the penetration rate is 42.8%, an increase of 141.7% from the end of 2024).
• Weibo's "2026 AI Content Ecosystem Report": The number of users interested in AI on the platform increased by 328% in one year, and the time for users to accept a new AI product was reduced from 138 days to 3 days.
• Policy aspects: The Cyberspace Administration of China revised the "Interim Measures for the Management of Generative AI Services" (implemented on June 20, with mandatory digital watermarking); the National Copyright Administration's "Guidance on the Copyright Identification of AI-Generated Content" (May 15); "Measures for the Development and Management of Micro-Short Dramas" and "Regulations on the Management of Multi-channel Distribution Services of Internet Information Content" (both effective on September 1).

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1. AI comics/AI short plays

Core reports: DataEye "AI Drama and Comics Data Report for the First Half of 2026" (July 27), "City Data Report on the Comprehensive Strength of China's AI Drama and Comics Industry in the First Half of 2026" (August 11)

Market size

• In the first five months of 2026, the domestic AI drama and comic market has reached22 billion yuan; Expected to break through throughout the year40 billion yuan, a year-on-year increase of 138%(Approximately 16.8 billion to 18.98 billion yuan in 2025).
• The market is growingAIGC video large model supporting services scale exceeds 20 billion yuan, accounting for half of the country。
• Overseas markets are expected to break through$4 billion, accounting for nearly 70% of the overall scale of overseas micro-short dramas (US$6 billion).

User scale

• Domestic AI drama and comic users in the first half of 2026Breaking through 600 million(Only about 120 million in 2025, doubling more than expected); It is expected to reach 120 million in early 2027700 million level, becoming a mainstream Internet content carrier.

Supply and hit rate (serious imbalance between supply and demand)

• Douyin added new AI dramas/comics in the first half of the year221,900 units; Only 1,055 units exceeded 10 million views (0.47% over 10 million units), and about 12,000 units (5.8%) exceeded 10 million units; taking 50 million plays as the break-even line, only 2,886 units (1.3%) reached the standard——Over 90% of works have sluggish traffic。
• In Q1 of 2026, 128,000 micro-short dramas will be launched across the industry, including 122,000 AI micro-short dramas.Accounting for over 95%。
• Genre structure: AI simulation dramas accounted for 70% in Q2 (exploded in March), 3D comics stabilized at 20%+, and sand sculpture comics declined.
• The hit rate of AI comics is less than 0.1% (only 1 hit hit for every 1,000), the Matthew Effect is at its extreme.

Industrial ecology

• Related practitioners and individual creatorsOver 500,000 people;There are about 1.2 million accounts with publishing records, and about 310,000 monthly active publishers;70% of creators have a monthly income of less than 3,000 yuan, and less than 8% have a monthly income of over 10,000 yuan.(CCTV Finance: Less than 1% of the top earners earn more than 100,000 yuan a month).
• Production costs plummet: The cost of a one-minute AI short drama dropped from four to five thousand yuan in November 2025A few hundred yuan to around a thousand yuan。
• Large model pattern: Seedance series accounts for the estimated annual revenue of AI drama large models69%,Kling17%, and the remaining manufacturers share 14%.
• Policy: The State Administration of Radio, Film and Television's "Management Measures for the Development of Micro-Short Dramas" came into effect on September 1; Tomato Novel required that AI comics must be officially authorized by the original works from August 17, causing a number of creators to stop updating.

Trend judgment: The industry has shifted from "fighting for speed and production capacity" to "fighting for creativity and quality". The extensive mass production model has come to an end, and supervision and authorization compliance have become the main theme of the second half.

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2. Payment for AI knowledge

Core reports: "2026 China Knowledge Payment Industry Development Report", Maker Craftsman "2026 AI Reconstructing Knowledge Payment Industry White Paper" (August 18)

market data

• "2026 China Paid Knowledge Industry Development Report" (quoted by Securities Times, Sina Finance and other media): 2026 Paid Knowledge IndustryThe total scale is expected to be 57 billion yuan, a year-on-year increase of 18.8%, the scale of paying users breaks through432 million people, users’ average annual knowledge consumption expenditure increased to380 yuan, the repurchase rate exceeds65%;inAI tool application courses are the fastest growing segment(The report did not disclose the scale data of the AI ​​segment separately).
• Another self-media claim is that "the paid knowledge market in the first half of 2026 will be 420 billion yuan and users will be 640 million", which is hugely different from the above 57 billion (the statistical caliber is different: the former may include corporate training and other broad calibers).It has not been reviewed by an authoritative organization and is for reference only.。
• AI course segmentation directions: AI drawing, AI video, large model application, prompt word engineering, AI sideline monetization, etc.

landmark event

• The single-day sales of the 49-yuan AI practical course of Movie Hurricane exceeded 100,000 copies, and the single-day revenue may exceed 4.9 million yuan.(Cooperating with AI vision platform TapNow), becoming a phenomenon-level case of AI knowledge payment.

Industry issues

• China Consumers Association May 2026 report:Complaints about AI knowledge payment increased by 210% year-on-year, focusing on false propaganda, exaggerated income ("earning more than a thousand a day" rhetoric), homogeneous courses, lack of practicality, and difficulty in refunding fees.
• Weak infrastructure: 54% of individual lecturers and small and medium-sized institutions still rely on network disk + WeChat group delivery, and the piracy rate is as high as 37%.

Paradigm Shift (core point of the white paper)

• Users shift from "paying for lectures" to "paying for problem solving and implementable results";
• Customer acquisition portal migration:Large model question answering (Doubao, DeepSeek, etc.) has become a new traffic field, and GEO (generative engine optimization) has become a rigid need；
• AI has changed from a marketing gimmick to business infrastructure, and "human-machine collaborative delivery" has replaced purely recorded and broadcasted courses; the value of standardized general education content has been diluted by AI, and first-hand practical experience and trust have become a moat.

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3. AI self-media

Core reports: Weibo's "2026 AI Content Economy Report", iResearch "China's AI-generated content industry research report" (March), Epidemic Sound's "Future of the Creator Economy Report 2026"

Domestic ecological data

• Weibo: AI interest users year-on-year+328%;Gold/Orange V AI professional blogger+86%;The volume of AI-related discussions increased by 18% year-on-year;AI video production volume +82% month-on-month; There are 317 hot searches related to the 2026 Spring Festival AI red envelope war, with 12.7 billion views.
• iResearch (March): Breakthrough among domestic AI-assisted short drama creators1.2 million, a year-on-year increase of approximately 340%。
• Content provider:In the first half of 2026, the proportion of AI-generated content on the entire network will exceed 65%; However, user feedback has weakened across the board - the AI ​​content interaction rate has plummeted 58% year-on-year, and the video completion rate has shrunk from 42% to 19% (⚠ From a NetEase column, the data source is not indicated, it is only for trend reference, and it is not recommended to directly quote specific values).
• AI Influencer: Global market size expected in 2026$15.7 billion(4.6 billion in 2024, with an implied CAGR of about 85%), accounting for 4% of the overall influencer marketing expenditures in 2024.17%; 63% of Fortune 500 marketing leaders have piloted AI creator marketing (⚠ The data is compiled from AI Fluence industry blogs, a single source, the direction is credible, and the numerical recommendations are verified).
• Platform governance: The gray industrial chain of batch AI account creation was rectified (there was a case in Shanghai where 5 computers controlled 4,000+ accounts); "anti-AI labeling services" were cracked down; new regulations were clarified for the first time on September 1MCN institution is licensed to operate。
• Cost warning: The cost of computing power for AI creation is rising (Tencent The price of some cloud AI models has increased by 463%; the cost of computing power for some AI bloggers has increased from 500 yuan/hour to 15,000 yuan/hour), and "zero-cost AI entrepreneurship" has come to an end.

Overseas creator economy

• Epidemic Sound (Survey of 3,000 creators in the US and UK):94% of creators are already using AI; Usage distribution - content enhancement/marketing 46%, creativity/scripting 44%, editing/production 43%, audience analysis 33%,30% has produced fully AI-generated content; 89% feel the competitive pressure of "if you don't use AI, you will fall behind".
• Total creator economy: US$250 billion in 2023 → 2027 estimate$480 billion(Goldman Sachs).
• AI Influencer: Global market size expected in 2026$15.7 billion(4.6 billion in 2024, with an implied CAGR of about 85%), accounting for 4% of the overall influencer marketing expenditures in 2024.17%; 63% of Fortune 500 marketing leaders have piloted AI creator marketing (⚠ The data is compiled from AI Fluence industry blogs, a single source, the direction is credible, and the numerical recommendations are verified).
• 75% of creators expect that "human original content" will command a premium in the AI ​​era.

Trend judgment: After tool dividends are wiped out, 60-point standardized content is worthless; the core of competition shifts to exclusive information increment, independent viewpoints and personalized IP; matrix AI batch account creation has entered a high-risk area for supervision.

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4. AI workplace office

Core sources: Kezhi Consulting, IDC, Gartner, CITIC Construction Investment Research Report, McKinsey

Market size

• China AI office software market: approx. 2025267.84 billion yuan, expected in 2026Breaking through 300 billion yuan(⚠ The data is quoted from Baidu Encyclopedia. The original agency report was not found. It is a single source. It is recommended to quote with caution).
• China's enterprise-level AI Agent market (Kezhi Consulting, ✅ Multi-source cross-validation: Sina Kandian, China Securities Network, Leopard Bian, etc. have the same caliber): approximately 21.2 billion yuan in 2025 →Estimated 44.9 billion yuan in 2026 (double+)→ It is expected to exceed 332 billion yuan in 2029, with a CAGR of approximately 107% from 2024 to 2029. Another "China Communications Industry Association Data Center Committee" released data of the same caliber.
• ⚠ Calibration reminder: Another Tencent cloud developer community quoted data showing that "China's AI office agent market will be approximately 80.4 billion yuan in 2025 and is expected to be 155.8 billion yuan (+93.7%) in 2026" - which is quite different from the Kezhi Consulting data. This is due to the different statistical boundaries between "AI office intelligence" and "enterprise-level AI Agent". Be sure to indicate the caliber when citing.
• Enterprise-level AI office tool market segment: expected to be 28.6 billion yuan in 2026, +31% year-on-year, with an enterprise adoption rate of 47% (⚠ The source is content edited by knowledge base users, with average credibility).
• Global caliber (⚠ From content edited by users of the ima knowledge base, without the source of the original organization, with low credibility, only for direction reference): The global AI office tools market in Q1 2026 will be approximately US$18.7 billion (+62%), China is 4.3 billion yuan (+71%); global monthly active users are 420 million, and domestic monthly active users are 180 million (FeishuAI, WPS AI, DingTalkAI are the main contributors).

Penetration and implementation

• The penetration rate of AI office tools in enterprises above designated size in China is approximately51%(+19 percentage points compared to the same period in 2025; ⚠ Knowledge base editorial content, the direction is credible but verification is recommended); the penetration rate of the Global 500 is 73% (same as above).
• Enterprise AI Agent adoption rate (Dune Think Tank, ✅ Multi-source verification): Rising from 17.3% at the end of 2024 to mid-202640.3%。
• Analysys Analysis: The monthly visits of 17 mainstream domestic desktop AI office agents increased from about 20 million times in March 2026 to June 202660 million times(Triple growth in three months, ✅ Multi-source verification).
• But the landing depth is insufficient (IDC):Over 60% of Chinese companies are still in the understanding and evaluation/pilot stage, and only 18% have integrated intelligence into their core business processes.。
• Gartner Forecast: 202640% of enterprise applications will integrate dedicated AI agents(By 2028, 33% of enterprise software will contain Agent AI).
• Efficiency gains (McKinsey): Enterprises that fully deploy AI data analysis can increase decision-making efficiency by 40% and reduce operating costs by 28%; document processing efficiency has the highest improvement (about 45%).

Products and layout

• The mainstream form is still "kit plus AI": WPS AI 3.0, FeishuAI, DingTalkAI, Tencent Document AI workbench (human-machine dual writing), Doubao workbench (multi-Agent parallel), etc.; in 2026, there will be the ability to autonomously dismantle multi-step tasks and perform cross-system executionIndependent AI office agentNew categories.
• Nature of competition: Giants compete for "Token distribution rights and basic computing power supply rights."
• CITIC Construction Investment: AI office is the only way for AI to expand from the high-end market to the mass market. Potential users are more than 1 billion knowledge workers in the world - the market is still a blue ocean.

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5. AI e-commerce

Core sources: The Business Research Company, Adobe Analytics, Salesforce, McKinsey, Amazon Global Store White Paper

Market size

• Global AI e-commerce market: Approximately 2026$10.5 billion(an increase of 15.1% from US$9.12 billion in 2025) and is expected to reach US$19.12 billion in 2030.
• Broader AI retail market: approximately US$18.64 billion in 2026, estimated to be US$82.72 billion in 2031 (CAGR 34.7%).
• Agentic Commerce Segmentation: Approx. 2026US$60.4 billion → US$218.4 billion in 2031; McKinsey estimates that by 2030, agency commerce will have the highest number of$1 trillion in U.S. retail revenue(Global 3-5 trillion).

Traffic and conversions (the most important seller-side signals)

• Adobe: US retail website in Q1 2026AI source traffic +393% year-on-year(The 2025 holiday season was +4700%); AI source traffic in March 2026Conversion rate is 42% higher than non-AI traffic, AI-driven users stay 45% longer.
• On-site AI conversations: Shopper conversion rates using AI chatbots12.3% vs 3.1%(nearly 4 times).
• Salesforce: AI and agents will impact the world during the 2025 holiday season20% of orders, approximately US$67 billion。
• Amazon Rufus: Used by more than 250-300 million users in 2025, driving nearly$12 billionAttributed sales.
• Consumer side: 73% of consumers use AI in their shopping journey, 39% have used AI to assist shopping, and 58% have used generative AI to replace traditional searches to find products; but only 14% trust AI to place orders independently (trust is the ceiling).

Chinese seller

• Amazon Global Store "White Paper on China's Export Cross-Border E-commerce Development Trends in 2026":Over 98% of sellers surveyed in China have used AI tools, 16% have deployed AI workflows or agents.
• 89% of retailers have adopted AI, butOnly 7% achieve full scale(McKinsey/Stord) - The gap from pilot to scale will be the main battlefield in 2026.
• Case reference: The full-link intelligent agent automation rate for the global beauty brand MelodySusie’s advertising exceeded 90%, and the conversion rate increased by nearly 40%.

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6. AI cross-border overseas expansion

Core reports: AMZ123 "Cross-border e-commerce industry report in the first half of 2026", Amazon Global Store White Paper, Puffin Cloud "Cross-border e-commerce and AI search report in the first half of 2026"

Market

• Global retail e-commerce: expected to 2026$7.41 trillion (+8.0%), accounting for 20.8% of global retail sales; social e-commerce is expected to be in 2026$2.11 trillion, the CAGR from 2026 to 2031 is as high as 29.12%.
• China's foreign trade: In the first five months, imports and exports of goods trade were 20.68 trillion yuan (+15.3%), and exports were 11.91 trillion yuan (+11.8%); Q1 cross-border e-commerce imports and exports were 618.46 billion yuan (exports accounted for 76.6%); overseas warehouses exceeded 6,200;B2B cross-border e-commerce exports +121.1% year-on-year。
• Seller ecology: 54% of sellers have increased revenue but nearly half of them have experienced declining profits (increasing revenue does not increase profits); Chinese sellers with sales exceeding one million US dollars have increased by nearly 55% in two years; an average of 2.83 platforms are operated, and Amazon coverage is 92.8%.

Three major variables in the first half of 2026

1. Tightening of compliance: The United States will impose a 10% temporary global tariff on February 24 and plans to impose an additional 12.5% tariff on 60 economies; the European Union will cancel the tax exemption for packages under 150 euros (3 euros per order) on July 1; Mexico will impose a maximum 50% levy on China. ; The new EU "one-click cancellation" regulations came into effect on June 19 (the maximum penalty for non-compliance is 4% of global annual turnover); the fourth phase of the domestic golden tax was implemented, and about 21% of companies were subject to tax audits. In the first half of the year, nearly 70 listed companies paid more than 5 billion yuan in tax.
2. AI becomes the traffic entrance and the bottom layer of operations: 60%-70% of China's overseas merchants have accessed AI (PayPal) to varying degrees; global AI search users have exceeded 880 million, and ChatGPT monthly active users have exceeded 1.1 billion; 37% of consumers start shopping searches from AI tools; the conversion rate of AI search traffic is 14.2%, which is about 5 times that of traditional searches.
3. GEO (Generative Engine Optimization) Outbreak: China’s GEO market size will break through in 202632 billion yuan, +312% year-on-year, the industry penetration rate jumped from 38% to 71% (⚠⚠ From an independent report by Puffin Cloud Holdings, a GEO service provider,There is an obvious correlation of interests, and it is not recommended to quote the values ​​directly., but the direction of "AI search becoming a new entrance to acquire customers" has been confirmed by many parties); 58.5% of Google searches are zero-click searches, and 51% of B2B buyers initiate purchases through AI chatbots——Brands not included in AI will disappear from the decision-making chain。

Platform AI Competition

• Amazon’s 2026 capital expenditures expected to be as high as$200 billion(Mostly invested in AI infrastructure), the world's first smart hub warehouse landed in Shenzhen in April; TikTok Shop strongly promotes Symphony Creative Studio (script + digital human + multi-language dubbing pipeline); Shopify and Shopee simultaneously upgrade AI; Google releases NRF in January 2026Universal Commerce Protocol(AI Agent Shopping Open Standard).

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7. AI short video editing/AI video generation

Core reports: Toubao/China Research Network May 2026 survey, Kuaishou financial report, three cobbler reports industry overview

Market size

• Global AI Video Generation Market: Approx. 2026$2.07 billion, CAGR 44.1%, expected to exceed US$21.37 billion in 2032 (MarketPublishers); generalized AI video tools (including editing and enhancement) will be approximately US$3.8 billion in 2026 and US$28.2 billion in 2033 (PMR).
• China's AI video platform market: approximately RMB 6.28 billion in 2026, +127% year-on-year, B-side revenue accounted for 68% (advertising, short dramas, and e-commerce contributed 72% of revenue).
• The usage rate of AI tools among short video creators across the entire network is approximately 33%, the paid penetration rate of enterprise services is 11.6%, and the number of paid users is +185% year-on-year; there are approximately 124 million monthly active AI video tool users worldwide.
• Financing: Total financing in the domestic AI video track in the first half of 2025-20263.06 billion yuan, funds are concentrated on the head of self-developed large models.

Competitive landscape ("one super, many strong", Chinese models lead the way)

• KlingAI(Kuaishou): The world’s first large-scale profitable AI video platform. ARR in March 2026 is about 500 million US dollars (Q1 revenue is about 650 million yuan, +300% year-on-year); ⚠ User number conflict: Kuaishou IR and AI Business Weekly said that by the end of 2025, global creators60 million+, generated more than 600 million videos, while domestic media such as Big Screen Times claimed that "global users will exceed 100 million in June 2026, and there will be nearly 50,000 corporate customers" - the two sets of data come from different sources and may have inconsistent calibers (creators vs registered users), please indicate when citing; overseas contributes about 70% of revenue; valuation is 15-18 billion US dollars, Kuaishou is evaluating a spin-off IPO.
• DreaminaAI/Seedance(bytes): In February 2026, Seedance 2.0 was launched in China, which is "director-level AI" (⚠ Overseas media said that the international version was launched in June and received infringement warning letters from Disney, Paramount and MPA within 48 hours. The two release time points may correspond to domestic/overseas versions respectively); Q1 MAU is about 13.525 million, ranking first on the track; in May, the single-month revenue exceeded 1 billion yuan, and the corresponding ARR exceeded 1.7 billion US dollars (⚠ Industry insiders estimate, single source); daily token consumption accounts for over 80% of the market; Seedance 2.5 will be released in June (30 seconds of native direct output, 50 materials jointly generated).
• Alibaba Department:HappyHorse anonymous slaughter list review, Tongyi WanxiangWan3.0 (open beta in August, direct release in 30 seconds).
• overseas:Sora was completely shut down by OpenAI in March 2026(The cost of computing power cannot be covered); Runway Q2 added $40 million in ARR; HeyGen ARR exceeded $100 million; Google Veo binds Gemini to adopt dual channels of enterprise + consumption.
• Model list: Artificial Analysis TOP10 Chinese models account for 7; Vincent Video accounts for 46.3% of all AI video generation.

Impact on the editing industry

• The production time of a 30-second AI video is reduced from 3 days to 30 minutes, and the cost of video production is reduced by 60-80%;
• The editing workflow has been reconstructed by AI: automatic rough editing, AI dubbing, digital voice broadcast, and multi-language translation have become standard features of the platform;
• Disputes and risks: Seedance 2.0 received infringement warning letters from Disney, Paramount and MPA within 48 hours of its launch, making copyright risks the biggest uncertainty in the industry.

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8. AI painting design

Core reports: Precedence Research (January 2026), State of AI Design 2026, Market.us, China AIGC industry data

Market size

• Global AI Image Generation Market: Approx. 2026US$15.18 billion(an increase of 30.3% from US$11.65 billion in 2025), which is the largest independent sector in generative media; the long-term forecast is to reach US$272.8 billion in 2035 (CAGR 40.5%, with large differences in calibers, and other institutions estimate a range of US$4.8 billion to US$12.4 billion in 2026).
• Global generative AI design (Graphic Design) breakdown: approximately US$1.33 billion in 2026 → US$16.9 billion in 2035 (CAGR 32.75%); Adobe Firefly29% shareRanked first among AI design tools.
• China AIGC core market: 80.58 billion yuan in 2025 →It is expected to exceed 160 billion yuan in 2026。

User and production data

• There are 602 million generative AI users in China (penetration rate 42.8%); approximately 380 million creators around the world use AIGC to assist production, and the proportion of paying users has increased from 18% to 27%.
• Global AI image generation MAU super150 million people, an average of about 80 million images are generated every day, and a total of more than 30 billion images are generated; the commercial API price is reduced to about US$0.02 per image.Production costs approach zero。
• Main platforms: Midjourney has approximately 19.83 million registered users (with revenue of approximately US$500 million in 2025); SeaArt AI has more than 30 million monthly active users; LiblibAI has more than 30 million cumulative users and accumulated 500,000+ original models; Canva has 265 million monthly active users and an ARR of US$4 billion.
• Designer side (State of AI Design 2026, 900+ designer survey):The proportion of designers using AI weekly jumped from 54% to 91% in one year——The fastest adoption curve recorded in the industry; 74% of designers in large enterprises use internal AI tools; the scenarios with the largest increase are code generation (+31pp), wireframes (+27pp), and design systems (+24pp).

Trends and Risks

• Shift from "prompt word generation"Canvas-first workflow(Canvas-first): Generation + editing + multi-format export become standard;
• Multi-model aggregation platforms outperform single-model tools; pay-as-you-go (Credits) are replacing subscriptions;
• Tusheng video fusion: 62% of image tool users generate at least 1 video per month, and the boundaries between painting and video tools are melted;
• Implementation of the copyright framework: The National Copyright Administration clarified in May that "AI-generated products that reflect human intellectual investment can be protected by copyright"; the Cyberspace Administration of China will force AI content to embed non-removable digital watermarks in June; the EU AI Act will be implemented in phases from June (the maximum penalty for violations is 7% of global annual revenue);
• Employment impact signal: The U.S. Bureau of Labor Statistics predicts that graphic designer positions will only grow by 2% before 2034, and clearly lists AI productivity improvements as a demand constraint.

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9. Horizontal insights into the eight major tracks

1. Oversupply is a common theme: AI comics have a 100 million-breaking rate of 0.47%, AI self-media content interaction rate plummets, AI course complaints +210% - AI has reduced production costs to zero, and at the same time, it has also reduced the value of "60-point content" to zero.
2. Traffic entrance migration is the biggest variable: Migrating from search engines/app stores to large model Q&A and AI Agent (AI traffic conversion rate is 31-42% higher than traditional traffic, AI search conversion rate is 5 times higher than traditional search), GEO has become one of the hottest new career directions in 2026.
3. B-side and professional creators are the real winners: Kling Nearly 70% of revenue comes from professional subscriptions and APIs. The B-side of China’s AI video market accounts for 68% - the C-side “atmosphere group” has large traffic but low payment.
4. Extreme income differentiation: Almost all creator tracks have a structure in which "less than 1-8% of people make money" (this is true for AI short dramas, AI self-media, and knowledge payment).
5. Compliance becomes a watershed moment: The intensive supervision that will take effect in the second half of 2026 (watermark enforcement, MCN licensing, short drama management measures, copyright guidance, and the EU AI Act) will systematically eliminate gray gameplay and benefit teams with originality and compliance capabilities.
6. China’s model has increased global voice: In the field of AI video generation, domestic models account for 7 seats on the top list, Kling overseas revenue accounts for 70%, and Seedance accounts for 80% of the share in terms of token consumption - video generation is currently the most advantageous track for China's AI applications to go overseas.

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10. Index of main data sources

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11. Data verification instructions (2026-09-14 review)

This report has undergone a second round of cross-checking on all key data points, and the credibility rating is as follows:

✅Multi-source cross-validation, you can cite with confidence

• AI comic drama: 22 billion/40 billion/138%, 600 million users, 221,900 units, hit rate 0.47%, 500,000 practitioners, Seedance accounts for 69%/Kling17% - The DataEye report has been reproduced by China Economic Network, Securities Daily, China Business Times, Haixi Morning News, Discovery Report and other independent media, and the caliber is consistent.
• Pay for knowledge: 57 billion total sales / 432 million users / 380 yuan annual average / 65% repurchase - consistent quotes from Securities Times, Sina Finance, Consumer Daily and other independent sources;Note: 57 billion is the total scale of the knowledge payment industry. AI courses are only the "fastest growing segment" and the scale is not disclosed separately.(The first draft of this report was mistakenly written as "AI segmentation 57 billion", which has been corrected).
• AI workplace office: Kezhi Consulting 212→449→332 billion, IDC "60% pilot/18% core business flow", Gartner "40% enterprise application integration agent", Dune Think Tank adoption rate 17.3%→40.3%, Analysys "monthly visits 20 million→60 million times" - cross-verified by multiple independent financial media.
• AI e-commerce: Adobe AI traffic +393%, AI traffic conversion 42% higher, AI dialogue conversion 12.3% vs 3.1%, Salesforce holiday season 20% orders/67 billion US dollars, Amazon Rufus approximately 12 billion US dollars in attributed sales - consistent with multiple English data compilation sites.
• AI self-media: Weibo +328%/+86%/+82%, iResearch 1.2 million creators +340%, Epidemic Sound 94% creators use AI, Goldman Sachs creator economy US$480 billion (2027) - all have original reports or multi-source narrations.
• AI short video: Kling ARR is approximately US$500 million (2026.3), Q1 revenue is 650 million yuan (+300%), Seedance accounts for 80% of Token consumption - Kuaishou IR/financial reporting caliber is consistent with many media; Sora was shut down in March 2026 - two independent sources.

⚠ Single source/The source is weak, the direction is credible but the value needs to be cautious

• China’s AI office software market is 267.84 billion yuan (quoted by Baidu Encyclopedia, the original organization is unknown);
• Global AI office data of ima knowledge base (USD 18.7 billion/420 million MAU, etc., user edited content);
• The AI ​​influencer market is US$15.7 billion (compiled by AI Fluence blog);
• Seedance's monthly revenue in May exceeded 1 billion yuan/ARR exceeded 1.7 billion US dollars ("industry estimates");
• Byte’s capital expenditure in 2026 is 160 billion yuan, and Amazon’s Capex is US$200 billion (media reports).

⚠⚠ The source has conflicts of interest/calibration, and it is not recommended to quote values ​​directly.

• The GEO market is 32 billion yuan (+312%), with a penetration rate of 71% - an independent report from the GEO service provider Puffin Cloud, with promotion motivation;
• KlingNumber of users: "60 million creators (end of 2025, KuaishouIR)" vs "over 100 million in June (domestic media)" - the calibers may be the number of creators and the number of registered users respectively, and cannot be mixed;
• Seedance 2.0 release time: "February (domestic/Dreamina)" vs "June (overseas version)" - should be domestic and overseas time points;
• "AI content interaction rate -58%, completion rate 42%→19%", "Knowledge payment market 420 billion" - self-media/column data, no original source.

Verification method description

The verification method is to conduct an independent keyword search for the same data point and find ≥ 2 independent sources of information (prioritizing authoritative media, official websites/financial reports of original institutions, and regulatory disclosures). Anything that does not meet this standard has been marked locally in the text (⚠ / ⚠⚠ / "for reference"), and the data has not been deleted but its limitations have been clarified.