2025年，是剧王缺席的一年。 回望这一年的国产剧集市场，《漂白》《藏海传》《许我耀眼》《大唐诡事录之长安》等作品轮番登上话题高峰，未达到一家独大的势头，却各自形成了 不同圈层的关注热点。 这一现象不仅反映出观众口味的变化，更展现出长剧市场在微短剧冲击下的内部转型。那么，2025年剧集市场究竟表现如何？这一年的爆款更迭，又折射 出怎样的行业趋势？ 2025年，哪些剧"爆"了？ 从整体大盘来看，2025年的剧集市场，正式告别了由单一剧王定义全年话题的旧叙事。 与去年《庆余年第二季》在热度、口碑与传播度上形成的压倒性优势不同，今年并未出现具备同等统治力的作品。取而代之的，是多部头部剧集在不同时 段、不同圈层轮番占据话题中心，市场的热度不再汇聚于一点，公众的讨论也随之分流。 这一变化在各大数据平台发布的年度榜单中体现得尤为明显。尽管不同机构基于各自算法生成的TOP10名单有所差异，但其共同指向一个清晰趋势：榜首 与后续名次之间的数据差距明显收窄，头部剧集之间不再是阶梯式的领先，而更接近于一种多元并进、各有千秋的格局。 | 剧名 | 集均播放量(万) | 豆瓣评分 | 评价人数 | 类型 | 播出平台 | | --- ...

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 Insights - The series "赴山海" has become a new flow password in the internet space, marking a significant event in the drama market for the second half of 2025 [1] - Despite high initial viewership and popularity, the series has faced criticism regarding its quality, leading to a complex evaluation of the lead actor 成毅's ability to carry a show [3][12] - The phenomenon of "black-red" (negative publicity leading to increased attention) has emerged, indicating that the series' flaws have generated significant online discussion, overshadowing its actual quality [9][11] Group 1: Series Performance and Reception - "赴山海" achieved over 700 million views within 10 days of its release, topping the drama popularity charts for 10 consecutive days [1] - The lead actor 成毅's character has garnered over 200 million views on iQIYI, showcasing his significant role in driving the series' initial success [1] - However, the series has been criticized for its production quality, with common complaints about the plot, pacing, and technical errors, leading to a decline in audience reception [6][11] Group 2: Actor's Market Position and Future Projects - 成毅 is set to star in the upcoming series "两京十五日," indicating that despite the current setback, he continues to secure high-profile projects [3] - The market's perception of an actor's ability to carry a show has become increasingly complex, with traditional metrics of success being challenged [3][18] - The concept of "single-person approval" has emerged, where top actors can secure projects based on their individual influence, reflecting a shift in how projects are evaluated in the industry [20][22] Group 3: Industry Trends and Actor Dynamics - The dual nature of flow (popularity) and its backlash has created a cycle where actors can quickly rise and fall based on a single project's reception [11][12] - The industry is witnessing a trend where both flow actors and established talent must continuously prove their worth, as the market allows for limited mistakes [29] - The emergence of a new generation of actors who can balance both popularity and acting skills is reshaping the competitive landscape, with a focus on diverse roles and strong performances [30]

Core Insights - The year 2024 is seen as a pivotal year for traditional drama production companies in China, with many reporting revenue declines [1] - The industry is experiencing a downturn, with some companies managing to grow through cost-cutting or reliance on single successful projects, indicating that the sector has not fully recovered [2][3] Company Performance - Huace Film & TV reported a revenue of 1.939 billion yuan in 2024, a decrease of 14.48% year-on-year, with a net profit of 170 million yuan, down 41.55% [1] - Ciwen Media's revenue was 366 million yuan, down 20.63%, but it achieved a net profit of 12.851 million yuan, reversing losses due to reduced operating costs [1] - Ningmeng Media's revenue fell by 46.25% to 657 million yuan, resulting in a net loss of 190 million yuan [1] - Daocaoxiong Entertainment and Huanrui Century were among the few companies to achieve both revenue and profit growth, with Daocaoxiong's revenue increasing by 33.6% to 1.125 billion yuan [2] Industry Trends - The overall performance of traditional long-form dramas is declining, with a significant reduction in the number of new shows being produced [4] - The total number of new domestic dramas released in 2024 was 7,610 episodes, a decrease of 14% year-on-year [4] - The industry is shifting focus towards micro-short dramas, which have seen rapid development in recent years, as companies seek new growth opportunities [6] Strategic Shifts - Companies like Ningmeng Media are exploring micro-short dramas, with their 2023 release "Twenty-Nine" achieving over 1.17 billion views [6] - Huace Film & TV launched seven micro-short dramas in 2024, while Ciwen Media is producing four [7] - Huanrui Century is enhancing its artist management business, which saw an 86.86% revenue increase to 234 million yuan, becoming a key growth area [4][7] - Companies are also investing in AI technology to improve content production and management, indicating a strategic pivot towards innovation [7]

Core Insights - The drama market showed robust growth in Q1 2025, with total viewership reaching 29.91 billion, a year-on-year increase of 7.3% [1] - New dramas accounted for 87% of total viewership, indicating a strong demand for fresh content [1] - The number of new dramas launched in Q1 2025 was 92, a 26% increase from the previous year, providing a rich selection for viewers [1] Group 1: Market Performance - Total viewership for long dramas reached 29.91 billion, with web dramas at 17.986 billion and TV dramas at 11.924 billion [1] - The average daily viewership was 348 million, with 46 days exceeding this average, indicating consistent audience engagement [2] - Notable hit dramas such as "Guose Fanghua" and "Dafeng Dajiren" contributed significantly to market performance, with "Piaohong" achieving a peak daily viewership of 84.9234 million [2] Group 2: Content Quality - The number of dramas rated above 7 on Douban reached 19, a 90% increase year-on-year, reflecting a growing emphasis on quality content [3] - The increase in high-rated dramas indicates a shift towards higher production standards and audience expectations [3] - The rise in quality dramas sets a higher benchmark for creators, encouraging continuous improvement in production values [3] Group 3: Trends in Content Creation - Short dramas are gaining popularity due to lower production costs and their ability to deliver concise storytelling, aligning with modern viewing habits [2] - The trend towards shorter formats is expected to shape the future of drama production, promoting efficiency and engagement [2] - The increase in new dramas, particularly those with fewer than 20 episodes, highlights the industry's adaptation to viewer preferences for shorter content [1]

Core Viewpoint - Daocaoxiong Entertainment demonstrates a commitment to long-termism and quality content production, achieving significant revenue growth despite industry challenges [1][4]. Financial Performance - For the fiscal year ending December 31, 2024, Daocaoxiong Entertainment reported total revenue of approximately 1.124 billion yuan and a gross profit of about 151 million yuan, representing year-on-year growth of approximately 33% and 139%, respectively [1]. - The company incurred a loss of around 3 million yuan, but adjusted profit was approximately 12.2 million yuan [1]. Industry Context - The film and television industry is undergoing a phase of quality enhancement and reduction in quantity, with over 10 listed film and television companies forecasting losses, many exceeding 100 million yuan [1][3]. - The market is experiencing a decline in new productions and viewership, with a 10% decrease in new series and an 11% drop in total episodes compared to 2023 [3]. Strategic Adjustments - Daocaoxiong Entertainment has adapted its operational strategy to focus on high-quality content production, maintaining a stable production rhythm and efficiency to meet consumer demands [1][5]. - The company emphasizes a platform-based operational model, allowing for effective resource allocation and collaboration with top industry talents [5][9]. Content Production and Quality - The company successfully aired four series in 2024, with revenue increases attributed to adjustments in themes, increased investment, and rising popularity [4][6]. - Notable series include "Cheng Feng Ta Lang," which successfully integrated cultural tourism, and "Harbin 1944," which achieved high viewership ratings across multiple platforms [6][7]. Future Prospects - Daocaoxiong Entertainment has a robust pipeline of upcoming projects, with nine series awaiting release and nine in preparation, indicating potential revenue growth for 2025-2026 [8]. - The company is exploring diverse monetization strategies, including IP management and the integration of AI technology in content production [9]. Commitment to ESG - The company is enhancing its ESG management practices, focusing on governance and operational compliance to support sustainable development [2][9].

Group 1 - The core viewpoint of the article highlights the strategic expansion of Jiangsu Straw Bear Film and Television Co., Ltd. into theme parks, with the opening of the Yangzhou Park project in collaboration with iQIYI, set to open in the third quarter of this year [1][2] - The company aims to create a vibrant theme park that continuously attracts visitors through content updates, leveraging its extensive portfolio of well-known intellectual properties (IPs) [1][2] - Since its establishment 10 years ago, the company has evolved from a small film studio to a significant player in the industry, driven by an innovative platform-based business model that supports creators by assuming commercial risks [1][2] Group 2 - The company has produced 8 to 10 television dramas or web series annually, thanks to its platform model that attracts talented creators and enhances production capacity [1] - The recent success of the series "Bleach" marks a significant milestone for iQIYI's "Mist Theater," with several high-profile productions scheduled for release in the first half of the year [2] - The choice of Yangzhou as the location for the theme park is strategic, given its rich historical background and significant tourism appeal, with over 100 million annual visitors despite a resident population of only 4 million [2]