2025年下半年，短剧赛道最火的风口非动态漫莫属。最近几个月漫剧市场表现如何？哪些题材受欢迎？ 哪些玩家领跑？ 与之相对，其他类型动态漫逆势增长，8月播放增量达15.63亿次，是沙雕漫的近3倍，这一变化显示观 众审美正从单一娱乐向多元题材延伸，也反映出行业从低成本试水向精品化创作转型的趋势。 从题材热度看，近3个月播放增量TOP100漫剧中，逆袭、玄幻仙侠题材热度呈断崖式领先，堪称行 业"流量密码"。这类题材借助AI技术能低成本呈现宏大世界观与特效场景，契合观众对"爽感"内容的需 求。同时，漫剧题材日趋多元化，穿越、古装、系统、战神归来、强者回归等题材热度持续攀升。 一、大盘情况：在投漫剧近2000部，但超6成累计播放量不足100万 在供给端，2025年6月至8月在投动态漫剧数量持续攀升，8月达到1802部，环比增长15%，创下历史新 高。 需求侧同样表现强劲，动态漫剧播放增量同步持续增长。其中8月播放增量达25.24亿次，环比增长 32%，播放总量已突破95亿次。 值得关注的是，动态漫剧播放量向头部高度集中。近3个月，TOP100漫剧贡献了绝大部分流量，且占 比逐月攀升。以8月为例，当月TOP100漫剧播放 ...

Core Insights - The AI dynamic comic market is rapidly emerging as a new trend for short video platforms and content creators, showcasing significant advantages over traditional animation and live-action short dramas, including faster production, lower costs, and greater control [1][2][4] Industry Dynamics - Major platforms like Douyin and Kuaishou are actively entering the AI dynamic comic space, with Douyin focusing on user retention and engagement, potentially extending user watch time significantly [2][4] - The initial growth of AI dynamic comics is supported by a collaborative ecosystem involving platforms, production teams, and content creators, with a notable shift in platform attitudes towards revenue-sharing models [4][18] Production and Talent - The production teams for AI dynamic comics often consist of individuals transitioning from short dramas and web literature, leveraging their narrative skills to adapt to the new format [4][6] - The industry is witnessing a demand for diverse talent, with teams actively recruiting individuals with no prior experience and providing training to meet the growing production needs [6][12] Audience and Content Characteristics - AI dynamic comics attract a broad audience, initially appealing to younger demographics but increasingly attracting older viewers, with growth rates approximately 3.5 times faster than traditional short dramas [7][9] - The content of AI dynamic comics focuses on immediate gratification and high-paced storytelling, contrasting with traditional animation's emphasis on narrative depth and character development [10][12] Cost Efficiency and Revenue Potential - The production cost of AI dynamic comics is significantly lower, estimated at one-fifth of comparable live-action short dramas, with potential returns reaching five times the investment for successful projects [13][15] - The business model includes both direct consumer payments and partnerships with platforms, with various monetization strategies being explored, including ad revenue and content sales [17][18] IP Development and Future Outlook - While there are challenges in developing IP for AI dynamic comics, the industry is exploring innovative paths, such as integrating AI designs with physical products, indicating a potential for future growth [20] - The ongoing evolution of technology and content quality is expected to drive the AI dynamic comic format towards a more stable and commercially viable future, similar to the trajectory of short dramas [20]