预计到2027年，我国微短剧市场规模将超过1000亿元。 但同时，此次《麒麟》剧集的争议性内容也说明，在短剧庞大的数量基础下，微短剧内容仍存在平台监管不到位的情况。《中国微短剧行业发展白皮书 （2024）》预估，2024年我国微短剧市场规模达504.4亿元，同比增长34.90%。预计到2027年，我国微短剧市场规模将超过1000亿元。在此规模趋势下，微 短剧内容把控需要制作方、平台方、宣发侧，以及监管层多方共同努力。 这一乱象反映出短剧行业诸多问题。一方面，创作者为博眼以荒诞情节吸引流量，忽视文艺创作应有的价值导向。另一方面，制作方存在"赚快钱"思维，只 注重短期利益，不打磨剧本、不提升质量。同时，行业审核与平台监管机制存在漏洞，未能及时拦截这类离谱内容上线，纵容了不良创作倾向的发展。 目前，各平台均已将《麒麟》下架处理。一位行业人士对记者表示，短剧行业在监管政策收紧的趋势下，内容把控制度仍需更加成熟。自2020年12月国家广 播电视总局发布《关于网络影视剧中微短剧内容审核有关问题的通知》，到2024年11月，广电总局网络视听司针对"霸总"微短剧发布管理提示，微短剧多元 化、精品化的定位逐渐明确。当时即有短剧 ...

Core Insights - The micro-short drama industry is experiencing significant growth, with user numbers projected to reach 662 million by the end of 2024, and daily usage time increasing from 90 minutes to 101 minutes, matching that of instant messaging [1] - The industry is shifting from a focus on "traffic frenzy" to "value-driven" content quality, emphasizing the need for content innovation to overcome creative bottlenecks [1] Industry Overview - As of mid-June, there are 95,400 existing companies related to short dramas in China, primarily in the cultural, sports, and entertainment sectors, totaling 37,700 companies [2][3] - The distribution of these companies is concentrated in South China, East China, and Southwest China, accounting for 28.94%, 27.68%, and 11.4% respectively [4] Registration Trends - In 2024, the total number of registered companies in the short drama sector is expected to reach 19,500, with 9,410 registered so far this year, including 8,535 in the first five months, surpassing last year's registration levels [5] - New registrations are predominantly occurring in new first-tier cities and first-tier cities, which account for 24.21% and 23.19% respectively, followed by third-tier and second-tier cities at 19.98% and 19.74% [5]

新华网北京6月16日电 题：微短剧盗版乱象调查 市场繁荣背后，微短剧盗版乱象也日益凸显。在某电商平台，商家公然以"1元购2万部+日更"套餐吸引 用户，一些新剧上线当天即遭同步盗播。录屏分享、搬运盗播、AI技术批量处理规避检测……微短剧 侵权盗版方式层出不穷。据行业估算，盗版导致的潜在产值损失高达200亿元。 微短剧市场的盗版乱象严重挤压了正版市场，成为制约行业高质量发展的主要瓶颈。国家版权局等四部 门启动的"剑网2025"专项行动中，已将规范微短剧版权秩序作为重点任务。但因微短剧盗版成本低、难 度小、传播快等特殊性，打击盗版乱象依然任重道远。 "1元买2万部"：盗版产业链猖獗 "1元购2万部+日更""9.9元永久观看+日更+永久帮找""29元小程序永久免费无需下载不占资源"……在某 电商平台，商家公然推出多种微短剧盗版资源吸引用户，价格之低、操作之便捷极具诱惑力。二手交易 平台上，微短剧盗版资源更加泛滥，有些卖家甚至以"0.01元"的极低价冲销量，并标注短剧资源每日爬 取，持续更新，很多售卖帖浏览量破万。 红果短剧相关负责人直言，盗版直接侵蚀着正版收益。据测算，微短剧盗版导致的潜在产值损失高达 200亿元，" ...

"在美国的小城镇里，有着非常大的商机，比任何人，也包括我，所想象的要多得多。"沃尔玛创始人山 姆·沃尔顿在其自传《富甲美国》中的这句断言，正在当代中国县域市场得到全新诠释。不过，颇具戏 剧性的是，这位零售业传奇人物可能不会想到，其创立的、定位中产精英的山姆会员商店，会以另一种 形式在中国下沉市场生根发芽——无数代购们正跨越数百公里，用最原始的商业模式，为这个零售巨头 完成"最后一公里"的渠道下沉。而在这场代购热潮中，一个显著的变化已经发生：继"网上接单超市抢 购""路边摆摊现场分装"之后，会员超市代购发展出了实体店模式。代购实体店为何会兴起？代购实体 店是一门好生意吗？详情>> 微短剧观察：国内饱和，出海盈利？ 中国的微短剧产业链，从IP生产、制作包装、平台搭建、到后端运营等上下游的相关布局，已经清晰完 善，甚至出现饱和的趋势。在微短剧作品逐年递增、市场扩容速度减缓的情况下，微短剧出海为行业带 来新的增量空间。2025年一季度，全球短剧应用的内购收入接近7亿美元，是2024年第一季度的近4倍。 此外，全球短剧应用的下载量在2025年第一季度达到了3.7亿次，显著的增长趋势令行业振奋。眼看海 外微短剧市场的数据 ...

近期，DataEye短剧观察发现，红果首页推荐出现了大量的"熊猫头"微短剧，这些短剧制作简单粗糙，机械配音，灵魂画风，五毛特效，甚至主角名都懒 得换一下，干脆统一叫"虾仁"。 就这样"高度同质化"的作品，却收获了大批"唯粉"，用户在评论区大量刷屏"就这味儿，对了！"部分剧的评论互动量甚至超过了一些千万热度的热播剧。 目前此类内容目前还没有统一的名称，常被用户称为"沙雕动画、虾仁动画或熊猫头短剧"，但结合其内容特征，我们将称其为"土味动画短剧"。 "虾仁"是红果押宝的"潜力男主"？本期DataEye短剧观察将聊聊"土味动画短剧"。 | 1、有哪些剧表现得较为出色？ | | --- | 可能是上线时间较短，红果短剧上的"土味动画短剧"整体播放量都较低。 红果短剧APP内，仅《三宝打猎》一部"土味动画短剧"播放量超过了100万，其次是系统题材的《自带空间穿越60年代》播放量超80万，第三是《大明朱 三爷》播放量达45.6万次，其余"土味动画短剧"播放量均不超过45万次。 相比之下，抖音端的"土味动画短剧"已经收获了一批稳定的观众，且播放量大幅领先红果短剧平台。 一、"土味动画短剧"观察 该类型微短剧最早来源于"熊猫 ...

Group 1 - Douyin Group has established a short drama copyright center to integrate its short drama business teams, focusing on copyright procurement, content distribution, and creator collaboration [1] - This strategic move is seen as a turning point for the micro-drama industry, shifting from a "traffic battle" to a "systematic cultivation" approach [1][3] - The internal restructuring is primarily driven by a relatively eased external competitive pressure, allowing Douyin Group to enhance its micro-drama copyright management and overall quality [1][3] Group 2 - The internal competition mechanism, known as "internal horse racing," has led to the emergence of several independent short drama products under Douyin Group, including Hongguo Short Drama and others [2][3] - However, this competition has resulted in structural challenges in copyright procurement, leading to increased costs and resource wastage [3][4] - The establishment of the copyright center aims to centralize procurement processes, enhancing efficiency and potentially increasing the group's bargaining power with content providers [4][6] Group 3 - The micro-drama market is rapidly expanding, with user numbers reaching 576 million and market size projected to be 50.44 billion yuan in 2024, marking a 34.9% year-on-year growth [6] - Douyin Group's Hongguo Short Drama has achieved significant user engagement, with 17.3 million monthly active users in March 2024, reflecting a 220.28% increase [6] - The competitive landscape includes other major players like Kuaishou, iQIYI, and Tencent Video, all vying for market share in the micro-drama sector [6][7] Group 4 - The establishment of the copyright center is a response to increasing regulatory scrutiny on copyright management in the micro-drama industry [7][8] - The industry has faced significant copyright issues, including rampant piracy and unauthorized content distribution, necessitating a more structured approach to copyright management [7][8] - Douyin Group's initiative is expected to set a precedent for other market participants, promoting better copyright practices across the industry [8]

Core Insights - The micro-short drama industry in China has developed a comprehensive and nearly saturated production chain, with opportunities for growth in overseas markets as domestic growth slows [1][3] - The global in-app revenue for short drama applications reached nearly $700 million in Q1 2025, nearly four times that of Q1 2024, indicating significant growth potential [1] - The Chinese micro-short drama market is projected to exceed 100 billion yuan by 2027, reflecting an upward trend [3] Industry Trends - The overseas market for micro-short dramas is seen as a major opportunity, with many countries having higher mobile usage times than China, thus expanding the viewing time for short dramas [3] - From August 2022 to June 2024, overseas short drama applications generated a total in-app revenue of $252 million and accumulated 148 million downloads, showing a consistent growth trend [3] - The production cost for short dramas has increased significantly, with current costs ranging from $200,000 to $300,000, making the previous claims of low-cost production unrealistic [9][19] Market Dynamics - The competition in the overseas short drama market is intensifying, with major players like ByteDance entering the fray, leading to a surge in user engagement and downloads [16] - The production of micro-short dramas has reached an annual output of 10,000 in China, indicating a saturated domestic market [12] - The overseas audience preferences vary significantly, requiring tailored content for different regions, which complicates the production process [8][13] Financial Considerations - High marketing costs are a significant challenge for companies entering the overseas market, as seen in the case of Mega Matrix, which reported a net loss despite substantial revenue [20] - The profitability of overseas ventures remains uncertain, with only leading companies managing to achieve substantial returns [18][19] - The industry is still in a phase of large-scale investment without a clear revenue-sharing model for creators, which hampers sustainable growth [20]

Summary of Huayang International Conference Call Company Overview - **Company**: Huayang International - **Industry**: Architectural Design and Digital Culture Key Points Industry and Business Performance - The architectural design sector has stabilized after a downturn, with contracts increasing by nearly 30% year-on-year in 2025, marking a rare positive trend in recent years [3] - The company has restarted campus recruitment in 2025 due to employee capacity saturation, indicating a stable operational environment [2][3] Digital Culture and Short Drama Platform - Huayang International has established a full-stack micro-drama platform with a team of approximately 130-140 people, having produced around 50 short dramas, with 20-30 already launched [2][4] - Revenue for the first quarter reached over 30 million, contributing to a total revenue of approximately 80-90 million [2][5] - The copyright operation is still in its early stages, with expectations for gradual establishment as the number of copyrights increases [5] Technology and AI Focus - The technology segment is focusing on AI applications, particularly in architectural design, with an emphasis on intelligent agents [2][6] - Despite breakthroughs in BIM technology, commercialization has faced challenges due to low willingness to pay, leading to a strategic retreat to AI design [8] - AI is seen as a means to reduce costs and enhance efficiency, with the potential for market differentiation [8] International Business Expansion - The Hong Kong subsidiary has performed well and is considered the best among all subsidiaries [7] - The company is exploring the establishment of a separate office in the Middle East to better expand local business [7] Future Development Plans - The core goal is to maintain a healthy financial position, targeting a net profit and cash flow of 100-200 million annually [9] - The company aims to extend its cultural offerings, particularly in micro-dramas, and actively pursue AI applications [9] - Plans to focus on large-scale expansions that support core business operations, while also considering cross-industry asset acquisitions [9] Market Dynamics and Competition - The micro-drama market is rapidly evolving, becoming a significant cultural phenomenon in China, with intense competition from various players [10][11] - The shift in business models from paid to free viewing, combined with backend copyright operations and brand integration, is transforming the industry landscape [11] - Huayang International faces challenges as a new entrant but has advantages such as a strong team and partnerships with major platforms [11] Order Growth and Market Strategy - The first quarter saw a 30% year-on-year increase in orders, the first positive growth in several quarters, boosting confidence [12] - The company plans to stabilize its scale and focus on new business development, even if order growth does not continue [12] Regional Market Focus - The company has reduced its scale, with revenue and personnel decreasing by approximately 30-40% and 50%, respectively, due to a strategic focus on the Greater Bay Area [13][14] - Future plans prioritize the Greater Bay Area, leveraging its strong influence and government project opportunities [14]

但事实果真如此么？ 视朋友CEO 何贵龙在接受《对话亚布力》专访时表示， 当"短视频创作"已经成为一个广泛的类别，它的生态需求就变成了共识性的问题。而如何通过场 景管理，赋能内容创作者制作出更加精良的短剧作品，是他当前最紧要的思考。视朋友致力于成为视频产业头部综合解决方案运营服务商，通过数字化管 理工具，让创作者和场景方的关系一键触达，大大提高创作者的沟通效率，重塑创作者与场景之间的价值链条。 前言 亚布力论坛研究中心 微短剧行业近年来发展迅猛，但 场景敷衍、内容同质、制作粗糙、质量失序等问题也引来不少诟病。甚至有人认为，微短剧行业的低俗化倾向，让不良 价值观过分渗透，不过是昙花一现的阶段性产物。 何贵龙 视朋友CEO 以下为采访内容： 亚布力论坛：在进入微短剧行业之前，你看到创作者在寻找拍摄场景时面临哪些主要问题？ 何贵龙：创作者在寻找适配的拍摄场景时，通常会出现以下问题： 第一，信息不对称。有些优质场景的使用率已经严重饱和，而很多想去拍摄的内容创作者，对于场景的信息却并不了解，消耗了大量的沟通成本，行业信 息的智能化披露不够。 其次，行业乱象频出，导致创作者的费用成本不断升高。虽然演员可能很多，但他们的标 ...

Group 1: Overseas Micro-Short Drama Rankings - The top overseas micro-short drama for the period of May 26 to June 1 is "Spark Me Tenderly," with a heat value of 510.1W, making it the only drama to exceed 500W in heat value [1] - "Move Aside! I'm the Final Boss" ranks second with a heat value close to 460W, showing a significant lead over other dramas [1] - A total of 5 new dramas entered the rankings, with their combined heat value significantly increasing compared to the previous period, totaling 5462.9W, an increase of 160W [3] Group 2: New Drama Highlights - "Woke Up Married to My Crush" ranks third with a heat value of 354.9W, while "Fired, Framed and Fierce" ranks fourth with a heat value of 329.5W [3] - The new dramas reflect a diverse range of themes catering to different audience demographics, including workplace challenges and anti-bullying narratives [4] Group 3: App Material Investment Rankings - In the overseas micro-short drama app material investment rankings, DramaWave leads with a material investment volume of 29,000, followed by DramaBox with 25,000 and NetShort with nearly 23,000 [7] - The total material investment for the top 30 apps remains stable at 201,000 sets, with a notable increase in the lower-ranked apps [7] Group 4: Growth in App Material Investment - My Drama tops the growth rankings with an increase of 4,755 sets, while MoboReels and Playlet also show significant growth, each exceeding 2,000 sets [16] - New apps like Kushort and BeeShort, launched in May, have quickly entered the growth rankings, indicating a strong market entry [16] Group 5: Market Trends and Insights - The global micro-short drama app in-app purchase revenue is projected to approach $700 million by Q1 2025, reflecting a nearly fourfold increase from Q1 2024 [17] - The market remains in a growth phase, with companies actively expanding their presence in overseas markets [17]