掌阅科技上半年营收同比增长14.58% 短剧业务成增长新引擎

Core Viewpoint - The company has successfully transformed its business model, with short drama becoming its largest revenue source, reflecting a strategic shift towards a multi-modal content production and operation platform in the AI era [1][2]. Group 1: Financial Performance - In the first half of 2025, the company achieved revenue of 1.526 billion yuan, representing a year-on-year growth of 14.58% [1]. - Revenue from the short drama business reached 838 million yuan, showing a significant year-on-year increase of 149.09% [1][2]. Group 2: Business Transformation - The company has upgraded its strategy from being a "digital reading platform" to a "multi-modal content production and operation platform" in the AI era [1]. - The short drama and derivative businesses have become the primary focus, with a dual strategy of "domestic expansion and overseas breakthroughs" driving growth [2]. Group 3: Content Development - The company has enhanced its content ecosystem by introducing thousands of high-quality digital books and audio content, strengthening its content barrier [2]. - In the domestic short drama market, the company has established itself in the leading tier by leveraging AI technology for an intelligent production and operation system [2]. Group 4: International Expansion - The company launched the overseas short drama platform iDrama, which has thousands of multi-language short dramas and is experiencing rapid growth in markets like the US, South Korea, and Indonesia [3]. Group 5: AI Application - The company is actively advancing the application of AI models in digital reading and short dramas, integrating its advantages in content copyright, creator ecosystem, and user resources [4]. - New AI-assisted features have been introduced in the reading app, including an "AI Book Radio" to enhance user interaction [4]. - In derivative businesses, the company is utilizing AI in script generation, visual presentation, and post-production to improve efficiency and user experience [4].