证券之星消息，1月28日出版板块较上一交易日下跌0.55%，中文在线领跌。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。出版板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603230 | 内蒙新华 | 12.68 | 0.79% | 5.87万 | | 7421.19万 | | 000719 | 中原传媒 | 12.59 | 0.56% | 8.03万 | | + 1.01亿 | | 601858 | 中国科传 | 20.50 | 0.49% | 16.06万 | | 3.32亿 | | 601811 | 新华文轩 | 15.23 | 0.40% | - 3.61万 | | 5497.80万 | | 301231 | 荣信文化 | 40.30 | 0.35% | 8.12万 | | 3.35 Z | | 601928 | 凤凰传媒 | 10.08 | 0.30% | 9.66万 | | 9739.85万 ...

星光岛海外片场由风华影视与北方微短剧影视基地联合运营，定位为国内一流出海短剧实景拍摄地，片 场以星光岛优质文旅资源为依托，聚合游艇会、星级酒店、酒吧街、国际学校、医院、滨海景区等资 源，打造多处海外别墅和办公场景，针对出海短剧特殊需求整合服化道摄录美专业制片和食宿行生活制 片资源，为出海短剧团队提供一站式服务。 发布会上，风华影视、北方微短剧影视基地与中文在线（300364）、风芒、容量短剧、融创文化、古麦 嘉禾、联影创艺、奇树有鱼、万物应时、无糖文化、云想科技剧好看、同人星光、星川互娱等机构进行 了合作签约，共同助推微短剧新质传播力、影响力，以精品内容展现当下中国的蓬勃生机与充沛活力。 为推动影视服务环境再升级，青岛西海岸新区推出"青岛影视基地"线上服务小程序，第一批180处影视 取景地已入库发布，此举将为影视企业和剧组提供线上线下（300959）全方位、专业化服务，助力其创 作更多受全球观众喜爱的优质微短剧，进一步以微短剧推动释放文化、旅游等各领域消费潜力，以"新 中式叙事"持续圈粉全球用户。 青岛西海岸新区坐拥"山海岛滩湾"相融的独特风貌，拥有国内一流的影视工业基础、日趋完善的产业生 态，更有着开放包容 ...

证券之星消息，1月27日出版板块较上一交易日下跌0.89%，粤 传 媒领跌。当日上证指数报收于4139.9， 上涨0.18%。深证成指报收于14329.91，上涨0.09%。出版板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300364 | 中文在线 | 32.23 | 1.45% | 76.81万 | 24.43亿 | | 603230 | 内蒙新华 | 12.58 | 0.96% | 4.99万 | 6202.69万 | | 000719 | 中原传媒 | 12.52 | -0.08% | 7.28万 | 9064.07万 | | 610109 | 山东出版 | 9.17 | -0.22% | 10.25万 | 9334.16万 | | 301025 | 读客文化 | 10.53 | -0.28% | 5.96万 | 6207.88万 | | 601858 | 中国科传 | 20.40 | -0.34% | 9.21万 | 1.87亿 | | 600551 | 时代出 ...

短剧预期将受益于AI全栈式生产工具获得全球流量收入极高增长 东方证券发布研报称，字节文娱APP高增驱动境内娱乐大盘全盘时长增长，该行认为需要持续关注其余 大厂中台化整合效果。另认为短剧、漫剧将是在AI有声阅读后下一个大幅受益于AI能力提升的内容产 业。全栈式生产工具将让AI短剧生产方变为内容生产者主导;具备上游小说IP储备和流量积累的平台将 更容易在后期获得超额收益。该行在文娱板块建议关注类平台型公司，将获得AI对于生产能力赋能的 超额收益。 东方证券主要观点如下： 字节文娱APP高增驱动境内娱乐大盘全盘时长增长 因AIGC和AI算法驱动，增长最快的为视频(短剧)、阅读(AI有声小说)、音乐。字节在上述领域整合AI和 版权中台能力赋能子公司，市场份额持续提升。该行认为需要持续关注其余大厂中台化整合效果。 游戏新品储备充足，长青平台型产品因AI编辑器获益 游戏板块字节发展落后于市场，该行认为给各大中小企业留下更大发展空间。短期来看，2026年游戏新 品储备充足，大盘将更类似于2024年供给竞争格局。价格战或在高ARPU赛道展开，打价格战的新品容 易奇袭成功;低ARPU长青老游戏向好不动摇。长线来看，具备大DAU ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300654 | 世纪天鸿 | 12.02 | 4.70% | 49.32万 | | 5.82亿 | | 300148 | 天舟文化 | 5.20 | 3.17% | 108.14万 | | 5.53亿 | | 301231 | 荣信文化 | 41.67 | 2.76% | 11.44万 | | 4.74亿 | | 601811 | 新华文轩 | 15.32 | 1.19% | 6.07万 | | 9291.65万 | | 000793 | ST华闻 | 2.76 | 0.73% | 28.00万 | | 7661.14万 | | 002181 | 粤传媒 | 11.74 | 0.51% | 97.94万 | | 11.22亿 | | 601921 | 浙版传媒 | 8.31 | 0.36% | 18.38万 | | 1.52亿 | | 000719 | 中原传媒 | 12.53 | -0.16% | 7.79万 | | 9704. ...

资料显示，中文在线集团股份有限公司位于北京市东城区安定门东大街28号雍和大厦2号楼6层608号， 成立日期2000年12月19日，上市日期2015年1月21日，公司主营业务涉及提供数字阅读产品、数字出版 运营服务和数字内容增值服务;游戏发行及运营、二次元相关业务。主营业务收入构成为：数字内容授 权及其他相关产品55.95%，IP衍生开发产品42.66%，教育产品1.04%，其他产品0.34%。 1月26日，中文在线跌5%，截至发稿，报31.15元/股，成交24.83亿元，换手率11.60%，总市值226.93亿 元。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 汇丰晋信珠三角混合（004351）成立日期2017年6月2日，最新规模1. ...

人民财讯1月26日电，近日，中文在线（300364）旗下微短剧《一品布衣2：烽火篇》于2026年1月13日 上线，并迅速登顶红果短剧热播总榜，上线次日有效播放量破1.16亿，目前该剧仍在持续热播中。该剧 改编自公司旗下原创网络文学IP《一品布衣》，其首部作品《一品布衣》全网累计播放量已突破30亿。 ...

Investment Rating - The report indicates a positive investment outlook for the industry, highlighting a "golden window period" for the short drama sector, with expectations for significant growth in the coming years [2][11]. Core Insights - The short drama industry has reached a scale of nearly 1 trillion yuan, surpassing both the film and long video sectors, with a projected compound annual growth rate (CAGR) of over 50% from 2023 to 2026 [11]. - The market for animated dramas is expected to exceed 22 billion yuan by 2026, contributing 50% of the incremental growth in the short drama industry [11]. - ByteDance is positioned as the absolute leader in the animated drama sector, leveraging its "traffic + IP + AI" integrated strategy to dominate the market [2][17]. - The application of AI technology is transforming the production paradigm of animated dramas, reducing production cycles from over 50 days to under 30 days and significantly lowering costs [3][21]. Summary by Sections Section 1: The Golden Window for Short Dramas - The short drama market has surpassed 1 trillion yuan, with user engagement increasing, and the average daily viewing time expected to exceed 100 minutes by 2025 [11]. - The market has entered a phase of rapid growth and commercialization, with significant increases in both supply and demand for animated dramas [11][12]. Section 2: AI Reshaping Production Paradigms - AI technologies are enabling a shift from manual production to industrialized generation, with production costs dropping to the thousand-yuan level [3][21]. - The integration of AI in production processes is expected to streamline workflows, reducing the number of steps from 11 to 5 and cutting costs by 60% [3][24]. Section 3: Trends in AI Applications - The report anticipates a significant uptick in AI applications by 2026, driven by the need for software to leverage substantial computational investments [4][31]. - Companies are increasingly integrating AI into their business models, with some reporting that AI-related revenues account for over 10% of total income [4][31]. Section 4: Related Investment Targets - Key investment targets include companies such as DeCai Co., Zhaochi Co., and Wanxing Technology, among others, which are positioned to benefit from the growth in the animated drama and AI sectors [5][40].

从资金流向上来看，当日出版板块主力资金净流入5535.27万元，游资资金净流入4044.39万元，散户资金 净流出9579.65万元。出版板块个股资金流向见下表： 证券之星消息，1月23日出版板块较上一交易日上涨0.94%，世纪天鸿领涨。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。出版板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300654 | 世纪天鸿 | 11.48 | 6.79% | 50.25万 | | 5.90亿 | | 301231 | 荣信文化 | 40.55 | 4.92% | 10.56万 | | 4.18亿 | | 601900 | 南方传媒 | 16.12 | 3.73% | 38.65万 | | 6.09亿 | | 301052 | 果麦文化 | 42.28 | 3.02% | 8.24万 | | 3.46亿 | | 300364 | 中文在线 | 32.79 | 2.12% ...

Core Insights - The article discusses the evolution of Chinese enterprises in the context of globalization, comparing it to the Age of Exploration initiated by Columbus 500 years ago, highlighting three phases: raw materials export, product export, and the current phase of business model export [3][4]. Group 1: Business Model Export - The core of business model export is the replication and promotion of innovative business models globally, exemplified by platforms like Temu and TikTok, which not only export Chinese products but also a complete business logic [4]. - The short drama format, created by Chinese Online five years ago, compresses traditional TV episodes from 40-50 minutes to 1-3 minutes, catering to the fast-paced consumption habits of younger audiences. This innovation led to a monthly revenue of nearly 100 million yuan in 2022, attracting over 100,000 companies to enter the market [4][5]. Group 2: Market Growth and Future Prospects - By 2024, the Chinese short drama market is expected to exceed 50.5 billion yuan, surpassing the Chinese film market, which is projected to be over 40 billion yuan in the same year, demonstrating rapid growth in less than four years [4][5]. - The global short video market is anticipated to exceed 100 billion USD by 2024, with short dramas expected to surpass long-form content due to their innovative format and content density [5]. - The article emphasizes the role of artificial intelligence in upgrading the short drama industry, with AI technology significantly reducing production costs and time, making it possible to produce high-quality content more efficiently [5].