格隆汇12月1日丨热门中概股美股盘前涨跌不一，截至发稿，网易涨超2%，阿里巴巴、爱奇艺、微博涨 超1%；蔚来跌超3%，小鹏汽车跌超2%，理想汽车、富途控股跌超1%。 ...

本文源自：金融界AI电报 热门中概股美股盘前涨跌不一，截至发稿，网易涨超2%，阿里巴巴、爱奇艺、微博涨超1%；蔚来跌超 3%，小鹏汽车跌超2%，理想汽车、富途控股跌超1%。 ...

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， ...