Core Insights - The Chinese drama market in 2025 is entering a quality transition phase characterized by a consensus on "reducing quantity and improving quality," with a focus on reputation as the core measure of a drama's vitality [1] Historical Themes: "Breaking the Circle" Communication - A series of revolutionary historical dramas have resonated deeply with audiences, achieving high ratings, with shows like "Our Rivers and Mountains," "Blood and Glory," and "Positions" nearing or exceeding 3% in premiere ratings [2] - "Silent Glory" stands out for its rigorous adherence to historical accuracy, portraying real-life revolutionary martyrs and achieving emotional resonance with viewers [2] - "Anti-Human Atrocities" received a high score of 8.7 on streaming platforms, showcasing the human cost of war and the indomitable spirit of the Chinese people [2] Realistic Themes: The Human Experience - "Six Sisters," which began airing on CCTV, achieved both high ratings and social acclaim by depicting the growth of six sisters in a typical urban family [3] - The depth and breadth of realistic themes expanded significantly, with "Northbound" innovatively intertwining the narrative of the Grand Canal's cultural heritage with the individual growth of the post-90s generation [3] - "Life from the Land" represents the epic depth and thoughtfulness achievable in realistic dramas, focusing on the changes in land systems in rural China [3] Suspense Dramas: Quality Endurance - In 2025, Chinese suspense dramas transitioned from "traffic hits" to "quality endurance," achieving breakthroughs in both viewership and reputation [4] - The narrative focus shifted from plot-driven to character-driven storytelling, as seen in "Stationed," which portrays the daily struggles of a police officer [4] - The integration of suspense with humanistic concerns allows these dramas to transcend genre limitations [4] Aesthetic Innovation and Genre Fusion - Suspense creators in 2025 actively break genre boundaries, exploring richer expressions and achieving cinematic quality in storytelling [5] - The trend of shorter, high-quality series is particularly evident in the suspense genre, with many shows like "Dust Storm" and "Secret Showdown" maintaining a compact format of around 12 to 16 episodes [6] Idol Dramas: A "Cold" Reality - Urban dramas successfully explore social issues, with shows like "A Good Life" and "Let Me Shine" achieving high ratings and online discussions [7] - The idol drama market faces challenges, with over 40 notable idol dramas released in 2025, yet many fail to resonate beyond their established audience [7][8] - The fatigue of historical idol dramas is evident, as many fail to maintain viewer interest despite initial hype [8] Short Dramas: A Quality Transformation - The short drama market has entered a critical turning point, shifting focus from scale expansion to quality enhancement and deeper cultural value [9] - The diversity and quality of short dramas have improved, with emotional depth and cultural context becoming prominent features [9][10] - The professionalization of the short drama industry is accelerating, with more established filmmakers and actors contributing to higher production standards [10]

（来源：新安晚报） 转自：新安晚报 12月24日，淮南籍作家、编剧伊北现身2025年安徽广播电视精品创作周电视剧创作对话活动，并接受了 记者的采访。他向记者透露，《六姊妹》已完结，不再出续集或前传，未来会持续书写安徽的故事。 打造本土化IP 年初，一部《六姊妹》将淮南的一方风土、四时烟火鲜活地展现在全国观众面前。位于淮南大通区的九 龙岗历史文化街区也因这部剧成了网红打卡点，各地游客纷至沓来。 谈及"一部剧带动一座城"，伊北感触颇深，"《六姊妹》的成功可以说是'剧城共生'，我也经常与人探讨 如何更好地打造本土化IP。不要怕小，不要怕偏，只要你待的地方是中国，你都可以管中窥豹；只要你 有新的发现，你都可以在生活之下产生新的逻辑表达。我们从边缘也可以走到叙事的中心。" 采访中，伊北向记者透露，《六姊妹》的故事已完结，不会再出续集或前传，"《六姊妹》已经是一部 是完整的作品了。其实我一直在关注家乡，我的新书《青春外史》里有些地名虽是虚构的，但故事却是 以安徽为灵感来源。未来我也会持续书写安徽的故事。" 新安晚报 安徽网 大皖新闻见习记者 魏顺顺 实习生 何莉 对剧本的尊重 近年来，越来越多影视从业者意识到要从"明星中 ...

12月16日，由安徽省文化和旅游厅、黄山市人民政府主办2025安徽视听文旅融合发展大会在安徽黄山市 开幕，大会正式发布《安徽省视听文旅融合发展三年行动计划(2026-2028)》，标志着安徽顺应数字时代 发展趋势，推动视听与文旅深度融合迈出重要一步。 数据显示，《铁拳无敌杨芊芊》上线12小时全网曝光量达1.5亿，带动黄山旅游（600054）搜索量同比 增长460%；电视剧《六姊妹》热播后，淮南九龙岗历史文化街区累计吸引游客约115万人次。 依托"视听+"的强大传播力，安徽文旅发展新活力持续释放，为促进消费、塑造城市形象、推动文化传 播开辟了新路径。视听与文旅正从简单"相加"迈向深度"相融"，持续为文化强省、旅游强省建设注入澎 湃动力。(经济日报记者李思隐) 开幕上还发布了多项视听文旅融合发展成果，包括安徽首批视听文旅融合发展案例，安徽省AIGC文旅 广电应用大赛结果，"跟着影视游安徽"主题线路，"皖美呈现"微短剧、短视频征集活动。 近年来，安徽省积极把握机遇，因地制宜推动"视听+文旅"融合，涌现出包河紫云山、黄山影视产业集 聚区等一批文创空间，创作出《种墨园》《家业》等精品剧作，打造了"超级皖"美食争霸赛、" ...

Core Insights - The long drama market is expected to face a "bleak" end in 2025, with significant changes in industry dynamics anticipated due to a challenging environment [1] Group 1: Industry Trends - The traditional "Big Six" production companies are experiencing a decline in both output and market share, with Huace Film and TV significantly reducing its new releases from seven to three this year [2] - New releases from New Classics Media have also decreased, with only one major drama expected in 2025 compared to multiple successful titles last year [3] - The overall production capacity of companies like Noon Sunshine and Ningmeng Media has remained stable, but their new releases have not matched the success of previous years [5] Group 2: Emerging Players - New players in the industry are fiercely competing, with companies like Changxin Media and Jiaxing Media gaining attention through successful new releases [14][16] - Quantum Pan Entertainment and Chunyu Media's collaboration on "Cang Hai Chuan" has emerged as a leading title in the male-oriented drama category, showcasing the potential of new entrants [21] - Other emerging companies like Xixi Film and Xinglian Film have also produced new works, indicating a slight recovery in their performance compared to last year [23] Group 3: Performance Metrics - The performance of dramas has varied significantly, with some productions achieving high ratings while others struggle to gain traction, reflecting the competitive nature of the market [9][11] - The drama "Xu Wo Yao Yan" from Jinhe Media has achieved notable success, marking a significant comeback for the company after a period of fewer hits [18] - The overall sentiment in the industry suggests that even successful productions are facing challenges in achieving blockbuster status, indicating a tough market environment [30]

Core Viewpoint - The article discusses the evolving role of "heat value" in the Chinese drama industry, emphasizing its importance as a multi-dimensional evaluation tool rather than a simple ranking mechanism. It highlights the need for platforms to lead in establishing order and recognizing quality content amidst increasing competition and audience fragmentation [1][19]. Group 1: Heat Value as a Measurement Tool - Heat value is not merely a reflection of viewership but represents a shift from a single-dimensional logic of "play count" to a more complex evaluation system that includes various metrics such as audience engagement and feedback [2][15]. - The introduction of heat value by iQIYI in 2018 aimed to address concerns over inflated view counts and to create a more objective and quantifiable assessment of content [2][15]. - Heat value serves as a collaborative discussion point among platforms, creators, and audiences, reflecting a consensus on the value of content in the current market [3][16]. Group 2: Differentiation in Audience Engagement - The article notes that heat value can vary significantly based on audience demographics and viewing habits, leading to discrepancies between perceived popularity and actual heat value [11][19]. - Examples such as "Chao Xue Lu" demonstrate that some dramas can achieve high heat values through consistent quality and audience loyalty, rather than relying on star power or trending topics [4][6]. - Conversely, shows like "Liang Zhi" and "Nan Lai Bei Wang" illustrate that traditional viewership metrics may not align with heat value due to their mature audience's viewing preferences [9][11]. Group 3: Implications for Content Strategy - Heat value is increasingly recognized as a tool for platforms to gauge content quality and distribution efficiency, while also serving as a reference for creators to adjust their strategies based on audience feedback [16][19]. - The article emphasizes that heat value should not be seen as the ultimate measure of success but rather as a starting point for understanding content trends and audience preferences [19]. - The existence of heat value allows for a more nuanced understanding of content impact, enabling the industry to appreciate both immediate hits and long-term cultural significance [15][19]. Group 4: Platform Comparisons and Standards - The article discusses the differences in heat value calculations across major platforms like iQIYI, Tencent Video, and Youku, with general perceptions that Tencent's heat values are approximately three times higher than iQIYI's [13][14]. - These discrepancies have led to discussions among audiences regarding the relative performance of content across platforms, highlighting the need for a standardized understanding of heat value metrics [13][14]. Group 5: Future of Heat Value in the Industry - The article concludes that while heat value is not a perfect measure, it plays a crucial role in a data-driven content landscape, providing a framework for understanding audience engagement and content visibility [15][19]. - The industry is encouraged to focus on content quality and meaningful discussions rather than solely on heat value as a metric, fostering a healthier ecosystem for diverse storytelling [19].

Investment Rating - The report maintains an "Increase" rating for the media sector [6]. Core Viewpoints - The media sector experienced a decline of 8.06% during the week of February 24-28, 2025, influenced by market conditions. The outlook for 2025 is optimistic, focusing on AI applications and mergers and acquisitions, particularly in state-owned enterprises [1][10]. - The release of "Nezha 2" has further boosted the popularity of domestic IPs, highlighting significant opportunities in the IP monetization value chain, including trendy toys and film content [1]. - The publishing and gaming sectors are expected to benefit from tax relief policies, with the publishing industry projected to see high growth in 2025 [1]. Summary by Sections Market Overview - The media sector's performance was notably poor, ranking among the bottom three sectors, with a decline of 8.06% [10]. - The top-performing sectors included steel, building materials, and real estate, while the computer and communication sectors also faced significant declines [10]. Subsector Insights - Key focus areas include: 1. Resource integration expectations: Companies like China Vision Media, Guoxin Culture, and others are highlighted [2]. 2. AI applications: Companies such as Aofei Entertainment and Tom Cat are noted for their potential [2]. 3. Gaming: Strong recommendations for companies like Shenzhou Taiyue and Kaixin Network [2]. 4. State-owned enterprises: Companies like Ciweng Media and Anhui New Media are emphasized [2]. 5. Education: Companies like Xueda Education and Action Education are mentioned [2]. 6. Hong Kong stocks: Notable mentions include Tencent Holdings and Pop Mart [2]. Key Events Review - The release of GPT-4.5 by OpenAI, which boasts over ten times the computational efficiency of GPT-4, is a significant development in AI technology [21]. - DeepSeek's open-source initiatives, including the release of various codebases, are aimed at enhancing data access and model training efficiency [21]. - Alibaba's launch of the video generation model Wan 2.1 showcases advancements in video technology, particularly in generating synchronized movements and text within videos [21]. Subsector Data Tracking - The gaming sector is seeing a variety of new game releases, with popular titles currently available for pre-order [23]. - The domestic film market's total box office for the week was approximately 431 million yuan, with "Nezha: The Devil's Child" leading the box office [24][26]. - The top-rated series and variety shows reflect strong viewer engagement, with "Difficult to Please" and "Mars Intelligence Agency Season 7" leading in viewership [27][28].