国内AI短剧行业正加速向海外转移。因国内监管收紧导致过审难度上升，大量制作团队从2025年3月至5月开始将重心转向海外市场[1]。4月以来，国内平台对低质AI短剧的下架力度明显加大——红果单月下架3522部低质AI短剧，5月则累计拦截和下架20941部违规漫剧[1]。与此同时，审核效率也在下降，过审率从原来的较高水平降至20%-30%，审核周期从6小时延长至3-5天，个别平台审核时间甚至超过20天[1]。
海外市场规模的快速扩张为出海提供了强劲动力。2025年全球AI短剧市场规模约为1亿美元，预计2026年将增长至6.5亿美元[1]。收益差异明显加剧了这种转向——国内平台万播收益仅为2-15元，而TikTok短剧的万播收益可达20元以上[1]。数据显示，TikTok短剧平台5月单月分成突破2100万美元，其中AI短剧分账超650万美元，环比增长40%[1]。为了适应海外市场，国内团队采取了改变人设为欧美面孔、加配翻译字幕等本土化策略。一档AI水果恋综在9天内获得3亿次播放，相关账号拥有超600万粉丝[1]。
业内人士指出，TikTok短剧创作者平台的准入门槛也在降低，从2月的白名单制逐步调整至5月至6月可直接申请入驻[1]。不过真正的挑战并非来自技术层面，而在于如何深入理解不同文化语境下的内容需求[1]。
Domestic Chinese AI short drama producers are pivoting toward international markets as regulatory pressures intensify at home.[1] Starting from March to May 2025, numerous production teams have shifted their focus overseas in response to tightened content moderation.[1] In April, Red Fruit removed 3,522 low-quality AI short dramas, and by May had cumulatively intercepted and taken down 20,941 non-compliant animated dramas.[1] The domestic approval rate for AI-generated content has plummeted to 20–30 percent, with review cycles extending from six hours to three to five days, while some platforms now require over 20 days for approval.[1]
The global AI short drama market presents substantial growth opportunities, with the market size projected to expand from approximately $100 million in 2025 to $650 million in 2026.[1] TikTok's short drama revenue in May exceeded $21 million, with AI-generated dramas accounting for over $6.5 million of that total, representing a 40 percent month-over-month increase.[1] Domestic platforms typically offer between 2 to 15 yuan per 10,000 views, whereas TikTok short dramas generate over 20 yuan per 10,000 views.[1] One notable AI fruit romance variety show accumulated 300 million views within nine days, with the associated account amassing over 6 million followers.[1]
Chinese production teams are adapting their content for international audiences by changing character appearances to European and American faces and providing localized subtitle translations.[1] According to one team leader, TikTok's short drama creator platform transitioned from a whitelist system in February to direct application eligibility beginning in May and June.[1] However, the primary challenge for these teams lies not in technical capabilities but rather in understanding cultural nuances and content preferences across different markets.[1]
