Core Viewpoint - The article discusses the emergence of "manhua drama" (漫剧) as a new trend in the entertainment industry, leveraging AI technology to reduce production costs and increase efficiency, marking 2025 as the "Year of Manhua Drama" [3][4][5]. Industry Overview - Manhua drama encompasses various forms, including meme-based comics, dynamic animations, and AI-generated 3D comics, with the definition still evolving [3]. - The industry is experiencing rapid growth, with a projected market size exceeding 20 billion yuan by 2025, driven by an 83% compound growth rate in supply during the first half of 2025 [7][9]. Financial Performance - Leading manhua drama brand Jiangyou Culture reports monthly revenues of 50 million yuan, while the company Lingju Animation has achieved a return on investment (ROI) of 1.15-1.2 [6]. - The average production cost for manhua dramas ranges from 50,000 to 150,000 yuan per episode, significantly lower than traditional short dramas, leading to higher profit margins [13][14]. Business Model - The business model for manhua dramas includes in-app advertising (IAA), in-app purchases (IAP), and hybrid monetization, with 80-90% of revenue still reliant on advertising spending [11][12]. - Companies are exploring new monetization strategies, such as brand collaborations and product placements, with successful examples already emerging [17]. Competitive Landscape - The competition in the manhua drama sector is primarily based on production volume, as the market is currently underserved [16][19]. - Major platforms like ByteDance, Tencent, and iQIYI are aggressively entering the manhua drama space, offering favorable revenue-sharing models to attract content creators [24]. Audience and Content Strategy - The primary audience for manhua dramas consists of males aged 20-30, contrasting with the female-dominated audience of traditional short dramas [23]. - The industry is awaiting a breakout hit to validate the manhua drama trend, similar to past successes in the short drama sector [25].

《开端》《十日终焉》《暗河传》……这些耳熟能详的网络小说作者"回村"了！12月9日上午，中 国网络作家村第八届村民大会暨"村民日"活动在滨江举办，现场，滨江为中国网络作家村送上了一份八 岁"生日礼"——搭建AI漫剧培育基地，并进行了首批"AI漫剧培育基地"合作企业签约。 啥是漫剧？简单来说，是把漫画和剧集两种形式融合在一起的新产物，它以"快、轻、广"的特点， 迅速推动文字向视觉转化，覆盖更年轻的用户群体。巨量引擎数据显示，2025年上半年漫剧领域已呈现 供需双轮驱动的爆发态势，播放量与点赞量分别实现92%、105%的月复合增长，市场规模预计突破200 亿元。 如何闯入新蓝海？高新区（滨江）依托国家动画产业基地的坚实根基与中国网络作家村的文化资 源，联合浙江传媒学院，共同发起建设"AI漫剧培育基地"。该基地将聚焦漫剧这一新兴形态，构建一个 集"作品发掘、人才培育、产业合作"于一体的全链路培育生态。"我们在这个新赛道上有先发优势。"高 新区（滨江）文创发展中心相关负责人介绍，根据前期摸排，该区拥有打造发行平台和研发文化大模型 能力的企业超50家，无论是动漫游戏产业的积淀，还是网文IP的转化，都为培育漫剧产业提供了 ...

原标题：重构「短剧神话」的AI漫剧 从十月底开始，AI漫剧这一概念横空出世，快速成为整个文娱行业和资本市场共同关注的焦点。人们将2025年的AI漫剧与2023年的短剧类比，打造出一 个新的"AI漫剧"元年。 据了解，今年末抖音漫剧的目标是日消耗量达到2400万。巨量引擎数据显示，预计2025年全年漫剧市场规模有望突破 200亿元。而回顾短剧日消耗量达到 3000万的2023年，短剧日消耗量在前三季度不断攀升，在11月监管介入后掉头向下，此后在7000万附近逐渐稳定。 日前，国家广电总局已下发专项治理工作提示，自即日起至2026年3月，在全国范围内开展不良动画微短剧和动画短视频网络传播专项治理。考虑到动画 形式可能涉及的未成年人保护问题，漫剧的审查标准至少和真人短剧在统一起跑线，甚至可能严于真人短剧。 在这样的情况下，短剧早期凭借猎奇和擦边吸引观众的"野蛮生长期"大概率不会再在AI漫剧中复刻。而漫剧更有可能直接跳过这一阶段，直接进入卷审美 的车轮战。 如今，2026年AI漫剧将出现井喷并成为贯穿未来几年的大趋势，已经成为行业共识。资本市场上，欢瑞世纪凭借AI漫剧概念实现三连板，足以证明这一 风口对人的吸引力和诱 ...

"日均上新百部""制作成本上涨"⋯⋯快速奔跑了几年的微短剧，如今内容愈发同质化，流量成本飙升等问题开始桎梏行业发展。红海之下，资本市场盯上了 漫剧。 漫剧以"快、轻、广"为特点。多位业内人士向《每日经济新闻》记者指出，漫剧能快速实现文字到视觉的转化，覆盖更年轻的用户群体。记者粗略统计，当 前涌入漫剧赛道的玩家不容小觑，既有抖音、快手这类平台型选手，还有阅文集团、中文在线等上市公司。 巨量引擎数据显示，2025年上半年漫剧领域已形成供需双轮驱动的爆发态势，播放量与点赞量分别实现92%、105%的月复合增长，市场规模预计突破200亿 元，相关企业数量呈指数级扩张，或将突破数十万家。 在此背景下，催生了一批聚焦漫剧的头部制作公司。DataEye统计，江西瓜酱文化传媒有限公司、郑州奇想文化传播有限公司（以下简称奇想文化）、北京 友和卓谊信息技术有限公司旗下剧场号分别占据8席、4席、2席，三家机构合计包揽前30名近半数席位。 面对新赛道，各大平台迅速布局。抖音发布"漫剧扶持三项政策"，通过番茄小说IP版权池开放、达标项目保底支持和优质作品单片采买扶持创作。快手磁力 引擎联合可灵AI推出"灵感·新纪元AIGC创投计划"， ...

Core Insights - The event aims to promote the deep integration of AI technology with the cultural and creative industries, particularly in film, animation, and gaming, leveraging historical opportunities presented by AIGC and AI large models [1] - The initiative seeks to create a top-tier AI creation exchange platform covering diverse fields such as AI animation, music, and interactive art, facilitating deep integration of industry, academia, and application [1] Group 1 - The event, held in Hangzhou, focuses on the integration of AI technology with the audiovisual industry, promoting innovation and industry upgrades [1] - The "Ring of the Yangtze Innovation Ecological Circle" is being developed to achieve a leap from industrial aggregation to enhanced capabilities, with successful cultural exports like "Black Myth: Wukong" [1] - New consumption models such as "moonlight economy" and "first-store economy" are being cultivated through the upgrading of business formats and scene reconstruction [1] Group 2 - A specific AI+ cultural industry park is planned in Xitouwang City to support AI comic and drama enterprises, providing a comprehensive development environment from incubation to scaling [2] - Cultural industry policies will be iterated to enhance support for the AI comic and drama sector, with a focus on talent evaluation and support [2] - Collaboration between technology companies and cultural institutions will be promoted through cultural industry alliances, applying AIGC technology throughout the comic and drama production process [2]

"漫剧与动漫几乎无关，它就是套了一层动画外壳的短剧，两者在内容内核与商业模式上同根同源。"一线漫剧制作人冯宛透露。 但为什么短剧之外还能跑出漫剧新类目，甚至红果短剧为其推出独立APP？核心是作为AI再造短剧的产物，漫剧本身就像一个短剧行业的爽文。 在产业路径方面，不需要重新摸索，有点重生复制的味道。题材来自网文，结构靠反转和爽点驱动；分发依旧依赖抖音、快手与小程序；商业变现依然是 付费解锁与广告分账。 同样的商业模式下，漫剧是开了AI金手指的。冯宛的6人团队可月产60集内容，覆盖玄幻、修仙等热门题材，一部百集体量的作品成本控制在10万元以 内。 相当于在不改变商业逻辑的前提下，把真人拍摄部分替换为AI内容工具，在成本结构上获得数量级的下降。 唯一的区别在于：短剧已经从野蛮生长进入精品内卷时代，制作成本迅速抬升；而漫剧正处在"政策宽松+工具迭代+平台补贴"叠加的窗口期，是一片看 似"稳赚不赔"的新大陆。 这也是冯宛选择入局的原因："短剧的那套成熟商业路径，AI能复刻，而且成本低到难以想象。"如果说短剧的爆发是长视频产业的竖屏化，那么漫剧就是 短剧产业的AI化。 相较于短剧动辄数十万的投入，一部百集体量的漫剧，总 ...

转自：北京日报客户端 "阅文漫剧大讲堂"11月27日于上海举行，本次大讲堂汇聚行业顶尖力量，共同探讨漫剧创作趋势、内容 生态构建及IP价值开发等核心议题，为漫剧行业注入新思考与新动能。 近年来，随着数字内容消费的升级及AI技术的发展，漫剧凭借其"轻、快、广"的特点成为Z世代的刚 需。三方数据显示，2025年漫剧市场呈爆发式增长态势：上半年漫剧供给量以83%的复合增长率扩容， 播放量、点赞量分别实现92%、105%的复合增长，市场规模预计年内再创新高。 克制AI炫技，坚持讲故事 深耕于二次元泛娱乐领域的奇想创始人李渊还认为，"漫剧就是IP价值的变现，同时它也可以快速验证 一个IP的商业价值，决定后续是否可以进一步进行动漫、游戏等更重量级的开发。" 漫剧是网文IP价值释放的重要场景 在阅文漫剧大讲堂对谈环节，嘉宾们围绕漫剧的定义、出海前景、未来发展趋势等问题各抒己见。大家 一致认为，漫剧绝非转瞬即逝的浪花，而是在技术、市场、用户需求多重因素催化下产生的内容新物 种，未来增长潜力巨大。 阅文集团内容运营总经理杨沾表示："漫剧是网文IP价值释放的重要场景，也是内容创新的前沿阵地。 我们希望通过这次分享与探讨，凝聚行业 ...

Core Insights - The AI comic drama market is rapidly growing, with expectations to exceed 20 billion yuan in 2025, driven by a compound annual growth rate of 83% in supply and a twelvefold increase in revenue [1][2] - Major companies like Tencent, Douyin, and Kuaishou are entering the competitive landscape, with Tencent launching new programs and offering high revenue-sharing incentives to attract content creators [2][3] - The reduction in production costs due to AI technology has made it easier for companies to create content, with costs dropping from 20,000-30,000 yuan per minute to 1,000-2,500 yuan, and production times reduced to 10-13 days [3] Industry Dynamics - The market is experiencing explosive growth as traditional short drama models reach saturation, prompting a shift towards more cost-effective AI comic dramas [2][3] - Companies with substantial IP resources, such as Tencent and Yuedong Group, are leveraging these assets to create and monetize AI comic dramas, providing a faster and cheaper path to visualizing IP [3] - The industry is currently facing challenges, including content homogenization and quality issues, as the influx of AI-generated content leads to many similar works [4] Future Outlook - The industry is expected to evolve through three stages: capacity explosion, content refinement, and IP development, with a focus on producing high-quality comic dramas that can potentially create original IPs and expand internationally [4]

Core Insights - The "manga drama" industry is experiencing significant growth driven by digital content consumption and AI technology, becoming a necessity for Generation Z [1][2] - The industry is expected to evolve through three stages: production explosion, content refinement, and IP development [1] - Collaboration between companies like阅文集团 and酱油动漫 is set to increase, with plans to release over 400 manga dramas annually, more than 50% of which will be adapted from阅文's IP [1] Group 1 - The founder of酱油动漫 emphasizes that while AI can enhance production efficiency, compelling storytelling remains crucial, supported by阅文's extensive IP library [1] - The founder of奇想 highlights that manga dramas serve as a means to monetize IP value and validate its commercial potential for further development in other media [1] - The founder of西山工作室 stresses the importance of narrative consistency and core storytelling over merely creating visually appealing content [1] Group 2 - The content operations manager of阅文集团 views manga dramas as a key avenue for releasing the value of web literature IP and fostering content innovation [2] - A report from中信建投 indicates that the manga drama sector has seen explosive growth this year, with AI reducing costs and enhancing efficiency, positioning it as a testing ground for IP development [2] - The report suggests that manga dramas, with their low-cost and short-cycle advantages, are likely to transition from short to long-form content, indicating strong growth potential [2]

Core Insights - The rapid growth of the comic drama market is driven by the increasing demand from Generation Z and advancements in AI technology, with a projected compound annual growth rate of 83% in supply volume and 92% and 105% in viewership and likes respectively by 2025 [1] - The industry is expected to undergo three phases: capacity explosion, content refinement, and IP development, emphasizing the importance of storytelling over technology [1][2] - The collaboration between Yuewen Group and Soy Sauce Animation aims to produce over 400 comic dramas annually, with more than 50% adapted from Yuewen's IPs [1][3] Industry Trends - Comic dramas serve as a means to monetize IP value and quickly validate its commercial potential, paving the way for further development in animation and gaming [2] - The integration of AI technology is seen as a facilitator for the internationalization of quality cultural content, allowing web literature IPs to be rapidly adapted into comic dramas [2] - The demand for high-quality creators and stories remains critical, with AI technology helping to alleviate mundane tasks for creators, allowing them to focus on storytelling [2][3] Company Initiatives - Yuewen Group plans to open access to 100,000 premium IPs, establish a 100 million yuan special fund to support writers and quality teams, and launch a one-stop creation platform called "Comic Drama Assistant" to enhance adaptation efficiency [3][4] - The company aims to create a collaborative ecosystem that supports the entire comic drama production chain, from creation to distribution, fostering an open and efficient environment [3][4] Market Performance - The comic drama sector has experienced explosive growth this year, with AI reducing costs and enhancing efficiency, while IPs boost growth potential, positioning comic dramas as a testing ground for the film and television industry [4]