The organization states that AI applications will reach a commercialization inflection point this year, with the AIGC concept exploding; multiple stocks such as Tiandi Online hit the daily limit.

On April 8th, AIGC concept stocks surged, with TianDi Online (002995.SZ) hitting the daily limit, and ZheWen Internet (600986.SH), DeCai Co., Ltd. (605287.SH), Lio Co., Ltd. (002131.SZ), Yue Media (002181.SZ), Aorui De (600666.SH) previously hitting the limit. Leading gains were also seen in Blue Focus (300058.SZ), Eastern Guoxin (300166.SZ), Yidian Tianxia (301171.SZ), Tianlong Group (300063.SZ), Jien Design (300668.SZ), among others.

On the news front, according to the Ministry of Commerce website on April 6th, six departments including the Ministry of Commerce issued the “Guiding Opinions on Better Serving the Real Economy and Promoting High-Quality Development of E-commerce.” It proposed developing “AI + E-commerce,” guiding e-commerce companies to strengthen research and application of large AI models (core stocks) and other technologies; implementing quality e-commerce cultivation initiatives, establishing standard systems, and promoting optimization of traffic distribution and search ranking mechanisms on e-commerce platforms.

Shenwan Hongyuan previously pointed out that platform competition dimensions are expanding, with continued investment in instant retail and the A-track. Instant retail is shifting toward rational competition, with AI large models iterating and upgrading, enhancing deployment capabilities on the client side, and preparing for medium- and long-term growth. “AI+” empowers traditional consumption in multiple ways. Under policy support, retail companies are transforming and upgrading, and A-tech companies are applying their technologies, creating a two-way connection. Online and offline collaboration is shaping new consumption experiences, which could drive retail companies’ performance to an inflection point.

Changjiang Securities noted that AI capitalization has accelerated recently, and consensus around the AI industry is re-ignited. As AI applications commercialize faster, referencing the US AI development, capital expenditure tends to lead commercialization by about a year. AI applications are expected to reach a commercial inflection point around 2026.

Wanlian Securities stated that last week, major tech giants ByteDance, Alibaba, and Google released upgraded AI video and image generation models. We believe this marks a significant acceleration in the large-scale commercial deployment of AI video and image generation technology. From a technological evolution perspective, these models continue to break through in terms of generation quality, controllability, and cost efficiency. Overall, the intensive product deployment indicates that competition in the multimodal generation field is intensifying, accelerating AI video and image generation to become new “infrastructure” in the content industry. This will enable large-scale penetration in advertising, short videos, e-commerce materials, and film and TV creation, driving cost reduction and efficiency improvements in content production and reshaping industry patterns. The National Radio and Television Administration officially launched a special governance campaign against harmful animation micro-shorts and animated short videos on April 1st. We believe the AI animation industry is entering a new phase of compliance, which will accelerate industry reshuffling and the removal of low-quality capacity in the short term. In the long term, this will benefit high-quality content and leading compliant entities, laying a foundation for sustainable industry development.