抖音、快手等疯狂撒钱，这个风口正在火过短剧

Core Viewpoint - The article discusses the rapid growth and potential of "manga dramas," a new form of animated short series that is gaining popularity among young audiences, particularly on platforms like Douyin, and how this trend is reshaping the content landscape in the video industry [5][6][11]. Industry Growth - In October 2025, Douyin reported that the new viewership for manga dramas exceeded 6.1 billion, with several series achieving over 100 million views, and the top series "Happy Hammer 2025" surpassing 1.29 billion views [6]. - The total monthly viewership for manga dramas across the internet has surpassed 10 billion, indicating explosive growth in this sector [6]. - In the first half of 2025, the number of manga dramas launched reached 3,000, with a monthly compound growth rate of 83%, and revenue growth saw a 12-fold increase [6][11]. - Multiple brokerages predict that the market size for manga dramas could exceed 20 billion yuan, potentially reaching one-third of the revenue of the live-action short drama market [6]. Market Dynamics - Major internet companies are entering the manga drama space, including traditional long-video platforms like iQIYI and Bilibili, short video platforms like Douyin and Kuaishou, and even e-commerce platforms like JD and Pinduoduo [6][11]. - The majority of current manga dramas are produced with AI involvement, significantly lowering the barriers for creators [9]. - Companies are implementing incentive policies for manga drama creators, with Douyin offering guaranteed earnings and revenue sharing for top works [9][29]. Technological Impact - The emergence of AI technology has drastically reduced the production costs and time for manga dramas, allowing for quicker turnaround and lower budgets compared to traditional animation [23][25]. - AI tools have enabled teams to produce high-quality manga dramas at a fraction of the cost and time, with production costs ranging from 10,000 to 30,000 yuan per episode [23][25]. - Despite the current limitations in precision, AI-generated manga dramas are already comparable to some film projects, meeting the expectations of most viewers [26]. Audience Insights - The audience for manga dramas is predominantly male, with over 60% of viewers aged 18-30, contrasting with the female-dominated audience of live-action short dramas [29]. - The content diversity in manga dramas is seen as a fresh stimulant for the short drama market, breaking the monotony of existing live-action content [18][33]. Future Considerations - The future of manga dramas in achieving a market size comparable to short dramas remains uncertain, with challenges in avoiding a focus solely on technology and instead fostering content innovation [31][34].