国潮影视剧之所以受到年轻人的喜欢，离不开创作者在传统文化创新转化上的用心——国潮元素并 非简单堆砌，而是基于对文化内涵的深入挖掘与合理转化，使历史与文化既有深度又不失温度，更贴近 现代生活。爱奇艺通过持续输出优质内容，成功搭建起国潮文化与青年用户的深度连接。正如王晓燕所 言，拥抱年轻人，是打磨出长久不衰的作品的秘诀。 【纠错】 【责任编辑:刘梦嫣】 11月26日，2025青年国潮品牌共创大会举办，并发布《大学生国潮文体生活报告（2025）》。报告 显示，国潮文化已深度融入当代青年的日常生活，其中影视作品以73.21%的占比，成为最受关注的国潮 载体。爱奇艺多部热播剧集及综艺节目凭借优质内容与创新的国潮表达，成为年轻观众的"精神食粮"， 口碑与热度表现亮眼。 报告指出，国潮影视剧已成为文化自信与情感共鸣的双重载体。重大革命题材（54.44%）、当代都 市题材（48.85%）及古代传奇题材（47.72%）最受大学生欢迎。爱奇艺出品的《唐朝诡事录之长安》 《沉默的荣耀》《生万物》《朝雪录》《爱你》等作品，在青年群体中引发广泛讨论。《唐朝诡事录之 长安》将唐代建筑、文物、艺术表达融入悬疑剧情，弹幕互动量已突破1亿；《 ...

11月27日，扬州文旅招商推介会暨冬季文旅消费推广季（以下简称：文旅推介会）活动在北京举行，爱奇艺乐园成为扬州市文化广电和旅游局在本次文 旅推介会上公布的唯一线下沉浸文旅项目。 在推介会现场，陈乐表示，爱奇艺乐园将秉承"主角是你，快乐开启"的品牌主张，借助科技与影视IP融合的沉浸式体验，让每个游客化身故事主角，在 爱奇艺乐园里走入影视故事中，获得全感沉浸的奇幻娱乐体验。 在扬州爱奇艺乐园的设计构想中，游客们的冒险故事将从起点的"光影大厅"开始。推开一扇扇 "任意门"，游客将跃入一个个影视故事的"平行时空"： 在"唐朝诡事录主题街区"里，你将走入"鬼市"，伸手触摸1:1还原的成佛寺卧佛，与"费鸡师"一同揭开"人面鹰"的迷局；在怀旧街区里，你可以探访《狂飙》 中高启强的老宅，或是在电话亭接到一通神秘来电；你还可以在《苍兰诀》里的"命格树"下休息、品茶，与《莲花楼》中的同款马车合影留念、在舞台剧中 重温李相夷红绸剑舞的震撼…… 《唐朝诡事录之长安》迎来大结局，但围绕唐诡探案小分队的故事还远未结束。 "正在加紧建设中的扬州爱奇艺乐园，不仅将带来《唐朝诡事录之长安》全感剧场，更将把《唐朝诡事录》系列IP的剧中场景、道具 ...

通过AI生图、图生视频及AI生模型等方式，爱奇艺还显著提升了虚拟制作所需的数字资产制作效率。剧集《魅影神捕》还通过AI图生模型——数字资 产用于虚拟拍摄——数字资产3D打印实体道具——实体道具用于实景拍摄的尝试，实现了数字资产在虚实世界的双向互通。值得关注的是，在AI辅助下， 3DGS模型重建速度已达到传统模型重建的上百倍，爱奇艺使用该方式保留了部分剧集实景的数字资产。 从剧本创作的源头革新，到拍摄制作的效率提升。AI工具矩阵已实现影视生产全流程的深度渗透。 这些工具并非替代创作者的创意主体地位，而是通过"人机协同"将从业者从机械性劳动中解放出来，以标准化、可复制的技术能力，为影视工业化建设 提供了从创意起步的全链条支撑。 2025年的《政府工作报告》中，出现了许多与新质生产力相关的新词，如具身智能、6G、低空经济等，这些新词为电影行业的发展传递出了新趋势。 一年以来，无论是《哪吒之魔童闹海》的成功，AI视频赛道的火热、虚拟拍摄的大规模使用，都可以看到科技是中国电影工业化产业链背后强大的支撑力 量。 爱奇艺为代表的视频平台在"AI+影视"方向上的探索，既是顺势而为，也反映了平台已经意识到文艺作品更应借助科技手 ...

【环球网科技综合报道】11月26日，中央电视台电影频道《今日影评》特别节目"中国电影向新力"电影科技篇展现影视行业正在发生的改变：在30分钟内 完成百万字小说的主题拆解、人物关系图谱绘制，将传统数周的工作量压缩至小时级…… 爱奇艺的"剧本工坊"让市场看到了AI与影视创作核心环节的深 入融合的诸多可能性。 从剧本创作的源头革新，到拍摄制作的效率提升。AI工具矩阵已实现影视生产全流程的深度渗透。 这些工具并非替代创作者的创意主体地位，而是通过"人机协同"将从业者从机械性劳动中解放出来，以标准化、可复制的技术能力，为影视工业化建设提 供了从创意起步的全链条支撑。 爱奇艺为代表的视频平台在"AI+影视"方向上的探索，既是顺势而为，也反映了平台已经意识到文艺作品更应借助科技手段注人性、情感和价值观的表 达，传递深刻的思想内涵。 当内容生产的每个环节都能提质增效，整个行业也将从"规模扩张"稳步迈向"质量提升"的新阶段。（古雨） 事实上， "剧本工坊"仅仅是爱奇艺系统化探索AI赋能内容创作创新实践的一个缩影。在2025年的爱奇艺世界·大会上，爱奇艺对外宣布已经构建起覆盖内 容创作、视觉设计、拍摄辅助等全环节的AI工具矩阵， ...

Core Insights - The perception of Chinese dramas overseas has shifted from being a mere "face-saving" exercise to a significant revenue-generating business, with platforms and production companies increasingly prioritizing international distribution as a key growth area [1][3][4] Industry Trends - Major platforms like iQIYI are now highlighting overseas business as a crucial growth driver, with AI, international expansion, and user experience identified as three key focus areas [1] - The overseas revenue from Chinese dramas is becoming a vital part of income for production companies, with some companies reporting overseas revenue growth of 2.5 times year-on-year [4][5] Revenue Potential - The revenue range for selling a Chinese drama overseas varies significantly, with lesser-known dramas fetching around $100,000 per episode, while popular dramas can sell for several million dollars [3][6] - For instance, a drama starring a popular actress can sell for $400,000 for a 40-episode series, translating to nearly 30 million RMB [4] Market Dynamics - Thailand is identified as the strongest market for Chinese dramas in Southeast Asia, with prices for dramas reaching several thousand dollars per episode [9][11] - In contrast, traditional markets like Taiwan have seen a decline in prices, with current offers being significantly lower than in previous years [11] Strategic Collaborations - Companies are exploring joint productions for overseas markets, which allows for more diverse content and revenue streams [15] - Collaborations with platforms like Disney+ and WeTV are becoming common, enhancing the promotional and revenue potential for Chinese dramas [8][19] Emerging Opportunities - The popularity of BL (Boys' Love) dramas is creating new revenue avenues, with significant earnings from merchandise and fan events [17] - Platforms are also focusing on effective marketing strategies for overseas releases, adapting successful domestic promotional methods for international audiences [19] Conclusion - The landscape for Chinese dramas in international markets is evolving, with significant revenue opportunities and strategic collaborations paving the way for future growth [20]

Group 1 - iQIYI Inc. (NASDAQ:IQ) experienced a decline of 3.15% to $2.15, marking a halt to a two-day rally as investors reacted to warnings about ongoing volatility in Chinese stocks [1][3] - BCA Research highlighted a global selloff in Chinese stocks during November, affecting even the top performers in the Chinese technology sector, with concerns over significant spending on artificial intelligence adding pressure [2][3] - The Chinese economy showed signs of sharp weakening in Q4, driven by a noticeable slowdown in exports, contributing to the vulnerability of Chinese equities to global economic conditions [3] Group 2 - iQIYI reported a net loss of 248.9 million yuan in Q3, a significant shift from a net income of 229.4 million yuan in the same period last year, alongside an operating loss of 121.8 million yuan compared to an operating income of 238.9 million yuan previously [4] - Revenue for iQIYI fell by 8% year-on-year, dropping to 6.68 billion yuan from 7.24 billion yuan, indicating challenges in maintaining financial performance [4]

Core Insights - The emergence of "manhua drama" as a new content form is rapidly gaining traction, driven by AI technology, low production costs, and high efficiency [1][8][19] - Major platforms are aggressively entering the manhua drama space, with significant financial incentives for creators [2][6][7] Group 1: Market Growth and Trends - By the first half of 2025, the cumulative number of manhua dramas is expected to reach 3,000, with a compound growth rate of 83% and a market scale projected to exceed 20 billion yuan [2][12] - Platforms like Douyin and Kuaishou are leading the charge, with Douyin offering up to 750,000 yuan in guaranteed revenue for top-tier works [2][3][6] Group 2: Incentive Policies - Douyin's incentive policy includes a base guarantee of 5,000 yuan per minute for S+ level works, with top-tier productions earning between 10,000 to 30,000 yuan per minute [3][6] - Other platforms, such as iQIYI and Bilibili, are also implementing generous revenue-sharing models, with iQIYI offering up to 100% for high-quality content [6][7] Group 3: AI Technology Impact - AI technology is revolutionizing the production of manhua dramas, allowing for a significant reduction in production time and costs, with costs dropping by 50% to 70% [13][17] - The use of AI tools enables creators to produce a complete manhua drama in as little as three days, achieving an industrialized production standard [16][19] Group 4: Audience Engagement - Manhua dramas are attracting a predominantly male audience, with 86% of users being male, thus providing a new growth point for platforms traditionally focused on female viewers [12][19] - Successful manhua dramas often feature unique and imaginative storylines, appealing to viewers' desire for novel content [10][12] Group 5: Challenges and Considerations - The industry faces challenges such as content homogenization and the need for regulatory compliance, as evidenced by the recent removal of a popular AI-generated drama due to content violations [18][19] - Ensuring content diversity and maintaining quality while leveraging AI technology will be critical for the sustainable growth of the manhua drama sector [19]

漫剧市场开出第一张罚单，高质量专业创作方将迎来更大机会 11月初，国家广电总局下发工作提示，即日起至2026年3月开展专项治理，将各类动画形式微短剧纳入 分类分层审核体系。11月20日，中国网络视听节目服务协会通报灵矩动漫漫剧《高考落榜，忽悠同学上 冥牌大学》因过度宣扬封建迷信，存在严重价值导向偏差，被全网下架。 智通财经APP获悉，中泰证券发布研报称，一众平台纷纷发力漫剧。11月初，国家广电总局下发工作提 示，即日起至2026年3月开展专项治理，将各类动画形式微短剧纳入分类分层审核体系。该行认为， Gemini 3为漫剧创作增添强力助手，大模型不断迭代让创作者以极低成本实现传统制作方式难以完成的 视觉效果。建议持续关注：漫画、网文等IP源头公司以及AI技术和平台优势公司。 中泰证券主要观点如下： 抖音单日播放破4亿，一众平台纷纷发力 11月16日，"漫剧有数"统计显示，抖音端原生单日新增播放已破4亿大关。11月18日，爱奇艺发布Q3财 报称正拓展漫剧业务，开发自制漫剧;11月19日，爱奇艺正式发布公告称平台已经上线漫剧专属频道。 11月21日，报道称腾讯正在测试"火星动漫""火星动漫社"两款漫剧微信小程序， ...

Core Viewpoint - iQIYI reported a net loss in Q3 2025, with a decline in membership service revenue, while the "21 regulations" from the broadcasting authority are seen as a positive signal for the industry [2][8]. Financial Performance - iQIYI's total revenue for Q3 2025 was 6.682 billion RMB, a year-on-year decrease of approximately 8% but a quarter-on-quarter increase of 1% [2][3]. - The net loss attributable to iQIYI was 1.482 billion RMB, compared to a net profit of 4.798 billion RMB in the same period last year [2][3]. - Membership service revenue was 4.212 billion RMB, down 4% year-on-year but up 3% quarter-on-quarter [5][6]. - Online advertising service revenue was 1.240 billion RMB, a year-on-year decline of 7% and a quarter-on-quarter decrease of 2% [4][5]. - Content distribution revenue was 644 million RMB, down 21% year-on-year but up 48% quarter-on-quarter [5][6]. - Other revenue was 585 million RMB, a decline of 20% year-on-year and 29% quarter-on-quarter [6]. Content and Innovation - iQIYI's popular content in Q3 included various dramas and shows, with significant growth in micro-drama viewership and member acquisition [7]. - The company is optimistic about its membership business, citing the introduction of quality content and enhanced member services as key drivers for future growth [6]. Regulatory Environment - The "21 regulations" from the National Radio and Television Administration are expected to promote healthy development in the film and television industry, with iQIYI planning to innovate in content production and broadcasting [8]. - The regulations emphasize enhancing content quality and diversity, improving management policies for TV series, and encouraging the production of high-quality documentaries and animations [8]. Growth Opportunities - iQIYI's overseas business is viewed as a second growth curve, with significant revenue growth and a record high in daily international membership numbers [9]. - The company plans to increase the production of original Thai and Indonesian dramas to capitalize on international market potential [9]. - iQIYI's IP consumer products and offline parks are also expanding, with a reported revenue growth of over 100% in IP consumer products [10].

11 月 18 日，爱奇艺发布了2025年第三季度的财报，其总收入录得66.8 亿元人民币，其中会员服务收入 42.1 亿元，环比增长 3% ；在线广告服务收入 12.4 亿元；内容发行收入 6.4 亿元；其他收入 5.9 亿元。 可以看到，本季度业绩驱动力已经呈现出积极的结构性变化——爱奇艺国际版日均会员数创历史新高， 会员收入同比高速增长超 40%，海外业务正在成为爱奇艺的第二增长极。 财报发布后，资本市场反馈积极。中金、瑞银等多家投行上调了公司四季度的营收预期。瑞银指出，得 益于国内监管环境的改善和海外业务的快速增长，爱奇艺正迎来关键的业绩转折点。 爆款IP持续发力，基本面拐点已现 本季度，爱奇艺会员服务收入录得42.1亿元，环比增长3%，收入曲线呈现企稳改善迹象，彰显了核心 业务的增长韧性。 季度内，爱奇艺继续在内容赛道保持头部竞争力，供给上呈现出"长短结合、IP 联动、多品类爆发"的 特征，显著扩大了用户触达，提升了付费意愿。 例如，热门剧集《生万物》《朝雪录》热度值均破万，《生万物》更是实现网台双爆；出品的院线电影 《捕风追影》票房、口碑双丰收，院线票房破 12 亿元。 综艺内容表现同样亮眼，《喜 ...