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影视业长剧"寒冬杀至" 腾讯优酷纷缩投资 微短剧逆市爆发式增长
Sou Hu Cai Jing· 2025-08-26 07:00
刘晓庆及黄宗泽等投身短剧 行业转型潮同时蔓延至创作方面,有北京编剧向本报表示:「长剧行业快死了,再不转型在北京都难以生存」;演员层面更见明显流动,刘晓庆、黄宗泽、 舒畅及霍建华等知名演员已相继投身短剧市场。 著名经济学家宋清辉预期,未来短剧可能在总播放量、用户时长等关键指标上,与"电影+长剧"之和并驾齐驱,甚至超越长剧。宋清辉分析,未 来短剧市场将呈现"多方混战,各有侧重"的格局,其中传统长视频平台将短剧作为生态补充;哔哩哔哩(9626)倚仗社区文化孵化创意内容;抖 音、快手(1024)则继续深化"短剧+直播带货"的成熟变现模式。 内地影视业长剧"寒冬杀至" 腾讯优酷纷缩投资 微短剧逆市爆发式增长 内地影视行业正经历结构性巨变。腾讯(700)上月在内部发文,宣布大幅缩减长剧投资,未来一年仅聚焦40部「头部」剧集,外购版权剧亦控制在5部以 内。无独有偶,优酷今年2月亦宣布将剧集集数限制在12集内,以遏制「注水剧」现象,有业界人士直言长剧「寒冬杀至」。与此同时,单集时长数分钟的 微短剧市场呈现爆发式增长,市场规模已超越全年电影票房,甚至逼近长剧规模。著名经济学家宋清辉预期,未来短剧可能在总播放量、用户时长等关键指 ...
一场文化出海的战略深潜:中文在线短剧业务国内塑精品、海外拓蓝海
近日,中文在线(300364)披露2025年半年度业绩报告。报告显示,上半年公司实现营收5.56亿元,同 比增长20.40%。业绩增长背后,短剧等创新业务持续贡献动能,推动公司整体转型与生态布局进一步 深化。作为国内竖屏短剧领域的早期开拓者,中文在线自2021年推出"野象剧场"以来,持续深耕短剧赛 道,逐步构建起"国内精品化+AI深度赋能+全球化布局"的三轮驱动模式,不断拓展短剧的产业价值与 文化边界。 中文在线董事长童之磊对行业趋势有着深刻洞察:"中国短剧将成为继好莱坞电影、韩剧、日漫之后, 下一个具有全球影响力的文化现象。"这一判断基于行业数据的有力支撑。据《中国网络视听发展研究 报告(2025)》,截至2024年底,微短剧用户规模已达6.62亿,人均单日使用时长达101分钟,与即时 通讯持平;另据《2024中国微短剧产业研究报告》,2024年中国微短剧市场规模达505亿元,首次超过 全年电影票房,并预测2025年中国微短剧市场规模将突破634亿元,2027年有望逼近千亿。短剧,正 从"流量快消品"走向"内容新主流"。 政策层面亦为短剧行业高质量发展指明方向。2025年7月,国家广电总局网络司司长冯胜勇调 ...
华策影视(300133):电视剧业务迎新政利好 主投电影《刺杀小说家2》定档国庆
Xin Lang Cai Jing· 2025-08-26 04:36
事件: 2025 年8 月19 日,公司发布2025 年中期业绩,2025H1 营收7.9 亿元(yoy+114.9%),归母净利润1.2 亿元(yoy+65.05%)。 投资要点: 电视剧业务步入正轨,广电新政策利好电视剧行业。 (1)2025H1 营收7.9 亿元(YOY+114.9%),归母净利润1.2 亿元(YOY+65.05%),扣非归母净利润 7216.4 万元(YOY+67.9%),我们预计为《锦绣芳华》等3 部剧集过审,带动电视剧收入同比大幅增 长,以及算力新业务带来收入增长。2025H1 毛利率31.2%(同比-16.5pct),主要系电视剧和电影业务 毛利率下滑;归母净利率14.9%(同比-4.5pct),销售/管理/研发费用率为7.4%/10.0%/1.5%(同 比-7.1/-10.0/-1.4pct);货币资金为25.4 亿元,YOY+16.0%。 (3)持续深耕动漫业务,储备2 部动画大电影。公司首次参与全球现象级动画IP 的制作与发行,联合 孩之宝共同出品的《小猪佩奇:完美假期》大电影预计将于2026 年上映;根据国产漫画IP"一品芝麻 狐"改编,由公司动画团队制作的《芝麻狐狂想诗 ...
借“泛娱乐”出海,中国短剧面临制作成本挑战
Sou Hu Cai Jing· 2025-08-24 13:15
21世纪经济报道记者 刘婧汐 根据Sensor Tower数据,2025年Q1季度全球短剧应用内购收入逼近7亿美元,是2024年第一季度的近4 倍。而短剧应用下载量同样快速攀升,2025年Q1全球下载量超过3.7亿次,是2024年Q1的6.2倍。截至 2025年3月,全球短剧应用累计下载量接近9.5亿次。 "短剧是一种全新的休闲方式,具有旺盛的生命力和发展潜力。"枫叶互动创始人兼首席执行官贾毅在接 受采访时表示,"这些'第一'的背后都是创新,是我们根据市场的变化不断进行的全新探索。" 短剧海外走红 短剧出海,正在成为中国泛娱乐内容国际化的新赛道,展现出巨大的市场潜力和商业价值。根据《中国 微短剧行业发展白皮书(2024)》,未来微短剧海外市场规模有望达到360亿美元。 当被问及短剧能在海外迅速走红的原因时,贾毅认为这是宏观因素与微观因素共同作用的结果。"最根 本的原因在于国家强大。"贾毅坦言,"过去很长一段时间,一个国家的经济实力往往通过文化分享来体 现。随着中国综合实力的提升,许多优秀的本土故事和表达方式逐渐受到更多海外观众的喜爱,这为短 剧出海奠定了坚实的基础。" 在宏观因素之外,短剧自身的特点也成为其走 ...
AI拓宽教育公司业务场景,电商、短剧出海翻译成增长点
Di Yi Cai Jing· 2025-08-20 13:33
Group 1: AI and Education Sector Developments - The wave of live-streaming e-commerce and short video content has created significant demand for translation services, with the market expected to grow from a hundred billion to a trillion level in the near future [1] - AI is advancing in the education sector, with companies like Youdao moving from "L3 active learning assistance" to "L4 virtual teachers," indicating a near-human level of cognitive ability [1] - Youdao has launched several AI products, including the "Ziyue" education model, AI Q&A pen, and a new audio-video translation platform that offers a comprehensive solution for translation needs [1] Group 2: Financial Performance and Revenue Growth - Youdao's Q2 financial report shows that the online marketing services segment achieved a record revenue of 630 million yuan, a year-on-year increase of 23.8% [3] - The company's collaboration with gaming companies has driven a more than 50% increase in game advertising revenue, while partnerships with Google have resulted in a threefold increase in related income [3] Group 3: Hardware Market and Future Projections - The education hardware market is expected to reach 34 billion yuan by 2025, with companies leveraging AI capabilities to enhance user interaction and learning efficiency [4] - The hardware market is less susceptible to rapid changes compared to software, as it requires comprehensive solutions to support its implementation [4] - Major education companies are launching various hardware products, indicating a competitive landscape driven by advancements in AI technology [4]
从 ReelShort 看中国短剧出海:创新驱动下的全球突围
新华网财经· 2025-08-20 06:59
近年来,中国短剧在海外市场异军突起,成为文化出海的新亮点。枫叶互动(Crazy Maple Studio)作为该领域的先行者,自2022年推出全球短剧APP以 来,创造了行业多个"第一",打造的诸多爆款作品更是引发广泛关注。 "短剧是一种全新的休闲方式,具有旺盛的生命力和发展潜力。"枫叶互动创始人兼首席执行官贾毅在接受新华网专访时表示,"这些'第一'的背后都是创 新,是我们根据市场的变化不断进行的全新探索。" 短剧海外走红:宏观与微观因素的 双重驱动 ReelShort是枫叶互动2022年面向海外推出的短剧平台,作为最早瞄准海外市场的短剧平台,从 2023 年开始,就与美国当地的制作团队和演员合作,致力 于打造本土化短剧。 当被问及短剧能在海外迅速走红的原因时,贾毅认为这是宏观因素与微观因素共同作用的结果。"最根本的原因在于国家强大。"贾毅坦言,"过去很长一 段时间,一个国家的经济实力往往通过文化分享来体现。随着中国综合实力的提升,许多优秀的本土故事和表达方式逐渐受到更多海外观众的喜爱,这为 短剧出海奠定了坚实的基础。" 在宏观因素之外,短剧自身的特点也成为其走红的重要助力。"短剧的快节奏故事表达形式,越来越 ...
人们为何会喜欢“特朗普爱上保洁”这样的假新闻?
3 6 Ke· 2025-08-07 07:23
"霸道总裁爱上我"的剧情旋风,正从中国席卷到大洋彼岸的美国。 在这场闹剧背后,美国人真正爱看的短剧到底是什么样的?而人类为何容易沉迷短剧? 虚火半天,最终"查无此剧" 通过溯源,首席检索了包括Reelshort、YouTube、IMDb在内的多个海外主流平台,同时查阅了多家海外媒体报道,均未发现与《特朗普爱上在白宫当保洁 的我》相关的真实剧集内容。 最近,据多家新闻网站和社交平台广泛报道,一部名为《特朗普爱上在白宫当保洁的我》的短剧在美国爆火。 这部讲述美国前总统特朗普抛弃模特妻子、执意迎娶白宫清洁工的爱情剧,在50岁以上女性观众群体中引发强烈反响,她们一边吐槽剧情一边疯狂追剧, 短短三个月内就为该剧贡献了1.5亿美元的惊人收入。 然而,这场狂欢在72小时后迅速反转。经多方查证,这部引发热议的短剧根本不存在,所谓的播放数据和收入全属捏造。 这个乌龙事件留下一个耐人寻味的问题:为什么一部子虚乌有的《特朗普爱上在白宫做保洁的我》能骗过众多媒体和观众? | | Home Categories Fa Q trump | O F × Download History | | --- | --- | --- | | Ho ...
人们为何会喜欢“特朗普爱上保洁”这样的假新闻?
首席商业评论· 2025-08-07 04:23
Core Viewpoint - The article discusses the phenomenon of a fictitious short drama titled "Trump Falls in Love with the White House Cleaner," which gained significant attention in the U.S. but was later revealed to be a hoax, raising questions about media credibility and audience gullibility [6][12][13]. Group 1: The Hoax and Its Implications - The short drama claimed to have generated $150 million in revenue within three months, which was later debunked as fabricated [6][12]. - Investigations found no actual content related to the drama on major platforms like YouTube and IMDb, indicating that the reported viewership and revenue were entirely fictional [8][9]. - The incident highlights the need for media to verify information before reporting and for audiences to develop better information discernment skills [13]. Group 2: The Popularity of Short Dramas - Short dramas have gained immense popularity in the U.S., with a reported $720 million in in-app purchase revenue expected in Q1 2025, a 380% increase from the previous year [16]. - The U.S. market contributes 49% of the global revenue for short dramas, with a high willingness to pay among American viewers, boasting a conversion rate of 50% [16]. - Successful short dramas often follow familiar tropes, such as the "rich CEO" narrative, and have adapted to local tastes by incorporating elements like fantasy and taboo relationships [18][20]. Group 3: Market Dynamics and Future Prospects - The Chinese short drama industry is experiencing rapid growth, with the market expected to surpass 51.5 billion yuan in 2024, outpacing domestic box office revenues [27]. - There is a significant demand for high-quality Chinese short dramas in overseas markets, with current supply only meeting one-fifth of actual demand [27]. - The challenge for the industry lies in balancing mass production with content quality, as the core competitive advantage of short dramas is their ability to quickly convey emotional value [29].
别嗑了,海外压根没有《特朗普爱上在白宫当保洁的我》这部剧
凤凰网财经· 2025-07-30 13:21
Core Viewpoint - The article discusses the viral spread of a fictitious short drama titled "Trump Falls in Love with the Asian Cleaner in the White House," which was reported to have generated $150 million in revenue within three months, targeting American women over 50. However, investigations revealed that the drama does not exist, and the reports were based on false information [2][4][6]. Summary by Sections - **Fictitious Drama Claims**: The article highlights that the short drama, which supposedly features Trump abandoning his supermodel wife for an Asian cleaner, has been widely reported but is confirmed to be non-existent. No evidence of the drama can be found on major platforms like ReelShort, YouTube, or IMDb [2][4][6]. - **Media Spread and Verification**: The narrative began with a report from Singapore's "Lianhe Zaobao," which described the drama in detail, including its supposed financial success. This report was then shared across various media outlets without verification, leading to a cascade of misinformation [9][10][13]. - **Key Evidence and Misleading Images**: The article notes that two images circulated as evidence of the drama were actually misattributed. One was a screenshot from "Saturday Night Live," and the other was identified as an AI-generated image, raising questions about the authenticity of the claims [16][19].
又一款中国互联网产品,炸场美国
凤凰网财经· 2025-07-29 15:32
Core Viewpoint - The article discusses the rapid rise of Chinese short drama companies, particularly ReelShort, which has become a dominant player in the global short drama market, especially in the U.S. The success is attributed to a combination of strong content, targeted marketing, and innovative monetization strategies. Group 1: Market Overview - Short dramas have surpassed the film market in China and are creating a global entertainment wave, particularly in Europe and the U.S. [5] - In the global short drama market, Chinese companies dominate, with 40 out of the top 50 apps by in-app revenue being developed by Chinese firms, capturing 68.75% of overseas short drama in-app revenue [6][62]. - ReelShort has achieved significant milestones, including leading the U.S. Google Play entertainment app free chart for 38 consecutive days and reaching 14.486 million downloads globally in May 2025 [9][10]. Group 2: Company Success - ReelShort generated $130 million in in-app revenue in Q1 2025, holding a 24.21% share of the overseas market [11][12]. - The series "The Double Life of My Billionaire Husband" has garnered over 470 million views, outperforming Netflix's "Squid Game" [14][45]. - The success of ReelShort is attributed to its understanding of the target audience, particularly female viewers, and its flexible monetization model [27][28]. Group 3: Strategic Insights - The failure of Quibi highlighted the importance of targeting core users and creating compelling content, which ReelShort has successfully addressed [25][22]. - ReelShort's strategy includes low-cost production, rapid content creation, and aggressive marketing through social media platforms [37][38]. - The company leverages its existing IP from platforms like Kiss and Chapters to ensure high-quality scripts and storylines [41][42]. Group 4: Future Prospects - The overseas short drama market is projected to grow significantly, with estimates ranging from $14.4 billion to $64.8 billion, indicating a substantial opportunity for Chinese companies [58][60]. - Chinese companies are expanding their reach with new platforms like Sereal+ and UniReel, focusing on localized content and AI-driven script generation [55][56]. - The competition in the overseas market is intensifying, with various business models emerging, including paid, free, and hybrid approaches [67][68].