周庄/文 优酷盈利背后是，该公司找到了自己在文娱市场的系统性打法。 自制生态 在最新财季，优酷在内容方面表现强劲。 云合数据报告显示，凭借《藏海传》《以法之名》两部剧集，优酷在暑期档摘得全网累计有效播放榜单TOP2席位，另有《凡人修仙传》《七根心简》等 多部剧集跻身前列，实现强势反弹。 其中，《藏海传》以超过40%的市占率成为今年以来长剧市场的头部爆款作品；由优酷出品的《灼灼韶华》位列历年央视八套CVB（中国视听大数据）收 视率冠军。 背后是，在2023年，优酷提出精品内容战略，通过提高自制比重，稳定产出有差异化的独播内容。QuestMobile数据显示，今年1-7月优酷独播剧占比达 87.5%，位列行业首位。 事实上，提高自制比重的实质是，优酷正在前所未有地深入行业。 优酷在市场波动中实现盈利。 11月25日晚，在2026财年第二财季业绩电话会上，阿里巴巴集团首席财务官徐宏表示，虎鲸文娱集团已实现连续三季度盈利。据了解，虎鲸文娱持续盈利 主要由优酷经营效率提升实现盈利所带动，优酷内容精品化战略取得阶段性成效，平台进入健康发展轨道。 事实上，这一成绩是难得的。行业巨头普遍业绩下滑，乃至亏损。 近乎同期，优酷推 ...

Core Viewpoint - The summer drama season has officially begun, with various platforms strategically positioning themselves for competition, focusing on content differentiation and commercial strategies rather than just quantity [2][9]. Group 1: Industry Competition - The competition for the summer drama season is marked by a diverse lineup, including ancient costume dramas, crime dramas, and realistic themes, with platforms like Tencent Video, iQIYI, Youku, and Mango TV all showcasing their offerings [2][3]. - Tencent Video remains a key player in the ancient costume genre, emphasizing innovative storytelling and appealing to younger audiences with a mix of traditional aesthetics and modern themes [3][4]. - iQIYI's strategy focuses on high-concept and light innovation, with its series "Shu Juan Yi Meng" aiming to attract young viewers through unique settings and cultural elements, achieving over 2.5 million pre-orders [3][4]. Group 2: Content Trends - The ancient costume dramas are evolving from mere visual spectacles to competitions based on thematic innovation and narrative depth, with platforms striving to present fresh angles on familiar topics [4][5]. - Crime dramas are gaining traction, with Youku's "Yi Fa Zhi Ming" achieving a viewership rating of over 1.2% upon release, highlighting the importance of real-world issues and strong narratives [5][6]. - The competition in crime dramas is shifting towards addressing contemporary societal issues, with platforms creating immersive experiences that resonate with audiences [6][7]. Group 3: Commercial Strategies - The competition extends beyond content to include brand partnerships and marketing strategies, with Tencent Video effectively integrating promotional campaigns with its dramas [7][8]. - iQIYI is leveraging cultural elements within its narratives to enhance brand integration, while Youku benefits from the credibility of state media in its advertising efforts [8][9]. - The current landscape emphasizes a shift from traditional marketing to a model where content and commerce are intertwined, with platforms aiming for simultaneous viewership and sales [8][9]. Group 4: Long-term Outlook - The summer drama season is not just about immediate hits but about building a sustainable content and commercial ecosystem, with each platform adopting distinct strategies to ensure long-term viewer retention and engagement [9].