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十余家平台“跑马圈地”,单部超百万保底,AI漫剧爆发中
3 6 Ke·2025-11-21 00:05

Core Insights - The rise of "manhua dramas" has overtaken short dramas as the hottest trend in the content industry, with Douyin aiming for a daily consumption target of 24 million by the end of the year and the market expected to exceed 20 billion yuan by 2025 [1][6][12] Group 1: Industry Dynamics - The cancellation of guaranteed payments for short dramas has accelerated the exit of many producers, leading to a shift towards manhua dramas, which will attract more players into the industry [1][6] - Major platforms like Baidu, Tencent, and iQIYI are investing heavily in manhua dramas, providing funding, IP, and computational resources to stimulate production [1][12][20] - The competition among platforms is intensifying, with each aiming to capture user engagement and viewing time, particularly among younger audiences [3][12][16] Group 2: Production and Talent Acquisition - Companies like Lingju Animation have transitioned from short dramas to manhua dramas, significantly increasing their production capacity, with plans to produce 100 manhua dramas per month [7][9] - The demand for talent in the manhua drama sector is rising, with companies rapidly recruiting to build their teams [9][11] Group 3: Platform Strategies - Platforms are adopting various strategies to support manhua drama production, including revenue-sharing models and incentives for creators based on the number of new releases [15][16] - Baidu has established a dedicated team for manhua drama production, leveraging its AI capabilities to enhance content quality and reduce costs [14][20] - iQIYI's approach is to encourage rapid content creation without imposing strict limitations on themes or styles, aiming for a diverse range of offerings [16][24] Group 4: Advantages of Manhua Dramas - Manhua dramas have the potential for greater creativity and efficiency compared to traditional short dramas, as they are less constrained by production costs and can leverage AI for enhanced quality [21][23] - The series format of manhua dramas allows for ongoing audience engagement and feedback, enabling continuous content updates and adaptations [23][24] - The integration of IP series into manhua dramas is seen as a significant opportunity for platforms to maximize content value and user retention [24][25]