传媒板块再度活跃 川网传媒、幸福蓝海涨超10%

Group 1 - The core viewpoint is that the IP economy is thriving, leading to a collective rebound in media stocks such as short dramas and films, with companies like Chuanwang Media and Xingfu Lanhai rising over 10% [1] - The market size for micro short dramas in China is projected to reach 50.4 billion yuan in 2024, with a user penetration rate of nearly 60% [1] - It is anticipated that the domestic short drama market will continue to grow by 36% to 68.6 billion yuan in 2025, with the growth primarily driven by free short dramas [1]