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短剧行业市场全景调研分析及投资可行性研究预测报告(2025版)
Sou Hu Cai Jing· 2025-05-23 08:40
报告发布方:中金企信国际咨询 此报告共计十个章节,总览如下(说明:历史数据2019-2024年,预测数据2025-2031年。此报告为常规版研报如有更多特定需求 可选择定制,我司会根据客户需求提供整套完善解决方案。): 1)中金企信国际咨询(全称:中金企信(北京)国际信息咨询有限公司)为国家统计局涉外调查许可单位&AAA企业信用认证 机构,致力于"为企业战略决策提供行业市场占有率认证&证明、产品认证&证明、国产化率(认证&报告)、项目可行性&商业 计划书专业解决方案"的专业咨询顾问机构。 2)专精特新"小巨人"&单项冠军市场占有率、市场排名认证服务-中金企信国际咨询。 三、免费VS付费产业链侧重各有不同 付费和免费短剧的背后,是制作方和平台在产业链价值转移:付费短剧:制作方与平台类似App开发者与应用商店的关系。制作 方全权负责短剧的制作和投流,平台仅仅作为短剧的投流和播出渠道。制作方追求数量,通过"创作-投流"的高频重复获取收 益。免费短剧:制作方与平台类似抖音KOL与抖音的关系。制作方向平台提供内容,平台主导投流和流量的分配。制作方追求 质量,需要让短剧被算法大量分发。 四、免费模式下,制作方策略变化 过 ...
掌阅科技首部类真人AI短剧上线 未来预计每月上线3部左右AI短剧
Zheng Quan Shi Bao Wang· 2025-05-22 09:59
Group 1 - The core viewpoint of the articles highlights the launch of the AI short drama "Northeast Treasure Hunting" by Zhangyue Technology, marking a new chapter in the company's short drama business [1] - Zhangyue Technology has developed a rich content reserve and expanding production capacity in the short drama sector since 2023, aiming to promote its own short drama app to accumulate user assets [1] - The company projects a revenue of 776 million yuan from its short drama business in 2024, with continued rapid growth expected in the first quarter of 2025, establishing it as the company's largest business segment [1] Group 2 - The introduction of AI video generation technology is transforming short drama creation, with Zhangyue Technology focusing on building an AI short drama production and operation system to enhance efficiency [2] - The company has successfully tested the AI short drama model with its previous production "Burning Star Decision," which performed well across multiple platforms and received support from Douyin [2] - Zhangyue Technology plans to release approximately three AI short dramas each month, including both live-action style and AI-animated adaptations, to streamline production and commercialization processes [2] Group 3 - Analysts note that the integration of AI technology amplifies the cost advantages of short dramas, enhancing their commercial value, particularly for micro short dramas which are characterized by low costs and high returns [3] - The company aims to deepen collaboration with leading domestic AI video model teams to improve the visual quality and production efficiency of AI short dramas [3] - Zhangyue Technology plans to leverage its successful short dramas and IP resources to produce various types of works, including live-action adaptations and original novel adaptations, while exploring the comprehensive application of AI technology in the entire short drama development process [3]
爱奇艺已摘到了微短剧的果实
Hua Er Jie Jian Wen· 2025-05-22 09:29
Core Viewpoint - iQIYI's performance serves as an industry benchmark, showing early signs of success in its transformation efforts despite a challenging environment for long-form content [2][3] Financial Performance - For Q1 ending March 31, 2025, iQIYI reported total revenue of 7.19 billion yuan, a year-on-year decline of approximately 9% but a quarter-on-quarter increase of 9% [2] - Non-GAAP operating profit was 460 million yuan, down 58% year-on-year but up 13% quarter-on-quarter [2] - Membership service revenue increased by 7% quarter-on-quarter to 4.4 billion yuan, but decreased by 8% year-on-year [2] - Online advertising revenue decreased by 7% quarter-on-quarter to 1.33 billion yuan and by 10% year-on-year [2] - Content distribution revenue increased by 53% quarter-on-quarter to 630 million yuan but decreased by 32% year-on-year [2] - Other revenue grew by 23.9% quarter-on-quarter to 830 million yuan and increased by 16% year-on-year [2] Content Strategy and Market Position - iQIYI maintains the largest market share in long-form content, with notable successes in Q1 including the hit series "Bleach" and "White Moon Fan Star" [4] - The company experienced a resurgence in long-form content after a low point in 2024, with a total of 12 series achieving high popularity ratings by the end of 2023 [4] - Competitors like Tencent Video and Mango TV have also released successful series, intensifying competition in the market [5][6] Membership and User Engagement - iQIYI's average daily subscription membership decreased from 129 million in Q1 2023 to 100.3 million by Q4 2023 [6] - However, the company reported healthy growth in membership scale in Q1 2025, with a stable average revenue per member [7] - The introduction of high-end family membership and cost-effective basic memberships has attracted a broader user base, particularly among younger and lower-tier market users [7] International Expansion and New Initiatives - iQIYI's international revenue grew over 30% year-on-year in Q1, with advertising revenue increasing by 40% [7] - The company is focusing on short-form content, launching a "micro-drama" initiative with plans for weekly releases [8][9] - iQIYI aims to enhance monetization opportunities through e-commerce, leveraging its IP and user resources [11][12]
粤开市场日报-20250522
Yuekai Securities· 2025-05-22 08:39
证券研究报告 | 策略点评 2025 年 05 月 22 日 投资要点 分析师:孟之绪 执业编号:S0300524080001 电话: 邮箱:mengzhixu@ykzq.com 投资策略研究 粤开市场日报-20250522 今日关注 指数涨跌情况:今日 A 股主要指数多数收跌。截止收盘,沪指跌 0.22%,收报 3380.19 点;深证成指跌 0.72%,收报 10219.62 点;科创 50 跌 0.48%,收报 990.71 点;创业板指跌 0.96%,收报 2045.57 点。总体上,全天个股跌多涨 少,Wind 数据显示,全市场 4451 只个股下跌,882 只个股上涨,77 只个股收 平。沪深两市今日成交额合计 11027 亿元,较上个交易日缩量 707.55 亿元。 行业涨跌情况:今日申万一级行业除银行、传媒、家用电器外全部下跌,美 容护理、社会服务、基础化工、环保、房地产、电力设备等行业领跌。 板块涨跌情况:今日涨幅居前概念板块为银行精选、智能音箱、多模态模型、 央企银行、ChatGPT、网络游戏、K-12 教育、航空运输精选、Kimi、保险精 选、IGBT、中文语料库、短剧游戏、网红经济、央 ...
山东出台措施鼓励微短剧创作 单部最高可获100万元资金奖励
Zheng Quan Shi Bao Wang· 2025-05-22 07:36
Core Viewpoint - Shandong Province is promoting the high-quality development of micro-short films through various policies and initiatives, including the establishment of a filming service alliance and financial incentives for creators [1][2]. Group 1: Policy Initiatives - The fourth Shandong Network Audio-Visual Conference will be held from May 27 to 29 in Yantai, focusing on micro-short films [1]. - Shandong has issued measures to promote the high-quality development of micro-short films, including a creative plan involving 17 provincial departments [1][2]. - The province plans to launch a series of high-quality micro-short films annually, focusing on significant themes and establishing a project database for scripts [1]. Group 2: Financial Incentives - Shandong will increase financial rewards for micro-short films, with a maximum funding of 1 million yuan per film [2]. - Local governments are encouraged to implement their own support policies for micro-short film production [2]. Group 3: Infrastructure Development - The province aims to enhance existing film base functionalities and create new filming locations for micro-short films [2]. - Nine filming bases have been officially recognized, including locations in Jinan, Qingdao, and Yantai [2]. Group 4: Technological Integration - Shandong encourages the application of artificial intelligence in all stages of micro-short film production, from planning to post-production [2]. - The province supports the establishment of innovation labs in universities and enterprises for micro-short film technology [2]. Group 5: Economic Impact - The "film + tourism" strategy has attracted major platforms like iQIYI and over 2,900 film institutions to Shandong, resulting in significant tourism revenue [3]. - Successful projects like the drama "Southbound Northbound" and micro-short film "When Starlight Falls into the Flower Sea" have generated substantial economic benefits for their filming locations [3].
TOP10占50%,包揽快手前三,半年逆势破局,免费市场又有新模式?
3 6 Ke· 2025-05-22 03:35
Core Insights - The free short drama market is rapidly encroaching on the short drama market share, prompting many mid-tier teams to pivot towards free and branded short dramas [1][3] - DataEye's observation indicates that brand-customized short dramas have seen an increase in promotional efforts, with 92 new brand short dramas launched in March and April 2025, showing slight growth compared to the previous year [1][4] Data Overview - A total of 129 new brands entered the short drama space in 2025, with 84 brands joining in January alone, indicating a crowded competitive landscape [4] - The top-performing brand short dramas since April include "Dear Enemy" with 280 million views, "Secret Crush Can't Be Hidden" with 160 million views, and "Chasing Light" with 140 million views [5][9] Brand Performance - Among the top 10 brand-customized short dramas, Meituan's group buying service accounted for 50% of the total, with two of the top three dramas produced by Meituan [7][10] - The interactive engagement for "Hello, Classmate Mom" produced by Marubi reached over 2 million likes, indicating strong audience interaction [12][14] Market Dynamics - The short drama market is experiencing a polarization, with some brand short dramas failing to meet promotional expectations, while others successfully cultivate brand image and value through storytelling [22][24] - The total consumption of the domestic micro-short drama market reached 6.67 billion in Q1 2025, reflecting a 3% decrease from Q4 2024, as free platforms like Hongguo and Hemajuchang continue to erode the paid market [18][21] Content Strategy - Successful brand short dramas combine classic themes with current social issues, enhancing viewer engagement and brand recognition [28][30] - Meituan's short dramas effectively integrate brand messaging within the narrative, using dynamic geographic targeting to connect viewers with nearby services [34][36] Promotional Tactics - Meituan's promotional strategies are tailored to different platforms, leveraging Douyin for topic creation and Kuaishou for conversion, creating a comprehensive marketing matrix [40][41] - The brand's short dramas are designed to facilitate seamless transitions from content viewing to consumer action, enhancing overall effectiveness [33][39]
第四届山东网络视听大会将于5月27日举办
Da Zhong Ri Bao· 2025-05-22 01:03
Group 1 - The fourth Shandong Network Audio-Visual Conference will be held from May 27 to 29 in Yantai, focusing on the theme "Audio-Visual New Era: Empowering Future" [1] - The conference aims to integrate various resources and promote high-quality development of the network audio-visual industry in Shandong province [1] - A total of nine activities will be organized, including an opening ceremony, a network audio-visual showcase night, a main forum, and a micro-short drama forum [1] Group 2 - The conference will invite experts from universities, research institutions, industry organizations, and major audio-visual platforms to discuss industry trends and innovative technologies [2] - The event will emphasize the advantages of micro-short dramas in empowering various industries and achieving integrated development [2] - The conference will showcase outstanding network audio-visual programs created in the past five years, promoting a clear direction for the development of quality content [1][2]
「又土又尬」的短剧,竟然有一半中国人在看
36氪· 2025-05-22 00:06
以下文章来源于DT商业观察 ,作者DT商业观察 2025都市男女"看微短剧"调研报告。 文 | 郑晓慧 编辑 | 张晨阳 来源| DT商业观察(ID:DTcaijing) 封面来源 | 视觉中国 短剧的流量和人气,还在飙升。 截至2024年12月, 看微短剧的人已经达到了6.62亿,微短剧独立APP的人均单日使用时长也涨到了101分钟,接近2小时。 行业也在不断变化。 QuestMobile最新《2025中国移动互联网春季报告》显示, 字节旗下的红果免费短剧3月的月活用户数达到1.73亿,和优酷的距离只差1200万,同比增长 220.28%,增速仅次于DeepSeek和豆包。 长视频平台也发力微短剧的精品化制作,甚至长剧也开始"短剧化",叙事节奏、集数和单集时长都开始讲究"紧凑"。 在这样的情况下,现在观众看短剧的习惯是怎么样的?他们看短剧时更在意什么?对于品牌借短剧植入打广告,他们的种草和消费意愿又是怎么样的? DT商业观察 . 第一财经旗下年轻态财经商业媒体。关注消费、互联网、电商、文娱、科技、城市等领域,融合媒体和研究机构的禀赋,厘清趋势和商业间的关系,用年轻 化的视角认识商业世界。 需要说明的是,此次 ...
100个取景地 5条拍摄线路 宜兴推出江苏微短剧公益拍摄服务项目
Jiang Nan Shi Bao· 2025-05-21 06:35
5月20日下午,"中国陶都"宜兴发布100个微短剧公益拍摄取景地,推出5条精品微短剧拍摄线路,邀全国微短剧创作者、影视机构、新媒体 达人及文化爱好者,共赴宜兴,以镜头为笔,以故事为媒,创作展现宜兴文化魅力的精品微短剧。活动由江苏省网络视听协会、江苏省网络 作家协会、宜兴市委宣传部共同主办。 | TAN I WE HAS | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 陶瓷博物馆 | 丁弥请丁山北路150号 | 马公落 | 官林镇兴业西路3号 | 鲸塘桥 | 徐舍镇壁塘村 | 龙亭荷花塘 | 開铁龙亭村間家自然村 | | 图书馆 | 宜城街边解放东路388号 | 张公演 | 宜兴市湖设镇张阳村山南组 | 美棉花田 | 徐含镇美后村许家坝自然村 | 法派委员 | 周铁镇洋溪村 | | 美术馆 | 解放东路386号宜兴市美术馆六程 | 雅达阳羡溪山小镇 | 宣兴驻达阳集酒山小镇中心 | 芳庄村 | 徐舍镇芳庄村 | 些山潮湿地公园 | 周铁镇淵滨公路 | | 博物馆 | 宜城街道解放东路388号 | 普卷润 | 宜兴市张洁镇香巷 ...
抖音精品短剧合作模式升级,定制、投资、版权保底,最高500万保底和100%制作费承担
Sou Hu Cai Jing· 2025-05-21 01:48
具体来看看抖音的精品化短剧政策有哪些升级? 首先是辰星计划,相较之前,重点升级了投资出品政策,平台最高投资比例提升至70%。并新增了精品定制的合作模式,优质的短剧内容抖音将承担全部 制作成本,最高投入500万。 新腕儿 分析 短剧的精品化趋势再被填上浓墨重彩的一笔。 据了解,抖音的精品短剧合作模式再升级,针对不同类型的合作方均开放合作模式,除过往辰星计划中针对短剧制作公司的政策外,此次还新增了针对短 剧机构、抖音达人的扶持政策。 3.制片合作,单剧有机会享受100%的制作费用平台承担,最高投入500万。短剧播出后可以获取45%的利润分成激励,框架合作方同样能额外获取5%的利 润分成。 其次是「星火计划」,主要面向短剧机构开启的政策,抖音提供单片保底和框架保底两种合作模式。 针对优质新热短剧,评估通过后,将最高享受500万的保底金额。同时针对版权方的海量短剧内容,抖音也对应提供了框架保底合作。 这对于短剧机构,无疑是一剂强心针。据悉,抖音目前已合作了超1000家短剧机构,五一档上线的短剧《但行好事》正是星火计划合作的单片保底内容, 目前抖音端原生收益已突破500万元。 无论是单片保底还是框架合作的推出,一方面解 ...