近期小红书又面临一波公关危机。 虽然被阿里收购的消息被证实为谣言，但是留几手的几条分析确实个个戳在小红书肋叉子上。 其中有一条解释小红书团队缺乏狼性精神，说小红书的很多项目是为了做而做，却没有目标导向。 小红书做短剧，是不是也符合这个情况呢？ 01 去年6月，小红书短剧业务正式开始布局，平台发布"红短剧"扶持计划，推出亿级广告资源扶持。 半年之后的1月22日，短剧频道正式上线，并开启短剧春节档。平台一口气上线100部短剧，包括10部小红书独家出品的新剧，全部免费观看。其中 湖南广电旗下的短视频平台风芒出品的分销短剧《坠入春夜》获得5000万+播放量。 时隔4个月后，小红书在520档期的独家首发短剧《痴人之爱》，上线10天站内曝光量、讨论量均破亿，两周破2亿。 小红书在2024年中旬启动，虽然比较晚但还情有可原，毕竟是图文起家，对视频形式的接受有一定门槛。但是直到启动一年后才首次出现现象级爆 款，并且与同时期的其他作品相比热度断层明显，比如520档同期上线的《007通关怪谈》《她早就知道》，播放量都未破千万。 或许也正是因为小红书强化图文社区属性，错失了在视频方向的用户心智培养期，所以当小红书的"短剧"频道强行 ...

Core Insights - The short drama market in China is rapidly expanding, with annual production reaching 40,000 episodes and revenue for producers hitting 12 billion yuan, narrowing the gap with traditional long dramas which generate 31 billion yuan [1] - The market size for short dramas is projected to soar to 50.4 billion yuan in 2024, with user numbers surpassing 660 million, indicating a significant growth opportunity [3] Group 1: Market Dynamics - The emergence of hit short dramas through seasonal releases has maintained user engagement, with total viewing time sometimes exceeding that of long dramas [3] - User behavior shows that traditional horizontal dramas reach 77% of users, while vertical short dramas reach 61%, with 38% of users switching between formats, creating a unique "dual-ecology" [3][33] - The competition among over 10 platforms in the short drama space is intensifying, with various strategies being employed to capture market share [3] Group 2: Key Players and Strategies - The short drama landscape is categorized into four main factions: - "Web Literature Platform Faction" includes players like Hongguo, Hema, and Qimao, leveraging IP resources for content creation [6][8] - "Video Platform Faction" consists of Douyin, Kuaishou, and Tencent Video, focusing on video content and user engagement [12][14] - "Vertical Ecology Faction" includes Xiaohongshu and Bilibili, targeting niche audiences with tailored content [16] - "E-commerce Cross-border Faction" features platforms like Taobao and Meituan, integrating content with commercial strategies [18] - Hongguo is currently leading the market with 173 million monthly active users, supported by its parent company ByteDance's resources [10] Group 3: Trends and Future Directions - The industry is shifting towards "cooperation for mutual benefit," with major platforms collaborating to enhance content quality and production efficiency [20][21] - Content quality is being prioritized, with platforms like Tencent Video and iQIYI investing in high-quality short dramas and classic IP adaptations [22][25] - User acquisition strategies are evolving, focusing on building strong community ties and targeting high-value user segments [27][30] Group 4: Business Model Evolution - The short drama industry is witnessing a transition from reliance on user payments to a mixed monetization model combining advertising and user payments, indicating a shift in revenue generation strategies [31][33] - The relationship between horizontal and vertical dramas is becoming complementary, with both formats coexisting and appealing to different audience preferences [33][34]

小红书正在加速从红果短剧的盘子里"抢蛋糕"。 520档，小红书独家首发的短剧《痴人之爱》上线两周后，已超过7500万次播放，讨论曝光破2亿，打破了站内短剧记录， 继5000万+播放量、风芒分销短剧《坠入春夜》之后，拥有了又一部短剧代表作。 一场攻防战正式打响。日前，红果短剧正式宣布测试其全新"社区"功能，6月9日，红果推出了图文激励计划，面向所有的 用户，只要成功发布1条优质图文即可获得1万金币激励，超10条优质图文可获得20万金币奖励，金币数量达到一定数额可 进行提现。 目前入驻"社区"的主要是短剧版权方和演员，多为聊剧情、互动及高光片段剪辑，意在为短剧宣发和导流，完善平台生 态，"短剧+社交"布局初显。其双列瀑布流的信息排布形式，很容易联想到小红书，但定位更为垂直。 考虑到小红书女性用户占比七成以上，"短剧一哥"红果短剧女性用户占比六七成以上（巨量算数24年底统计为62%，最新 数据显示，平台女性用户占比同比提升14个百分点，年轻用户增长40%），短剧正在摘掉"下沉市场"的标签，而越来越多 地攻陷一二线用户，当双方均加速发力女频内容，意味着必有一战。 流量增长挑战下，小红书与红果纷纷踏出舒适区，向对方的优 ...

短剧，正在成为中文互联网世界离不开的"万金油"，"流量新贵"小红书自然也不能错过。 在今年春节档开赛前，小红书就提前入局短剧之战——开辟短剧入口、免费供给100部短剧、还有抽奖送礼多种运营方式，其中风芒分销的短剧《坠入春 夜》热度显著，为小红书短剧争得姓名。 而到了年中，小红书短剧终于迎来了自己的"第二声炮响"——一部名为《痴人之爱》的情感类短剧成为站内爆款，上线两周天后，该剧在小红书站内的正 片播放量超7000万，相关话题讨论量破2亿。 在小红书首页的"发现"栏目，"短剧"频道已经自动置入了靠前的位置，与"推荐""直播"并列，都无法编辑删除，用户点击即可进入该频道。 从排序情况来看，优先展示小红书独播短剧，如《痴人之爱》《夏娃之女》等四部短剧。值得注意的是，这四部短剧是固定的展示位，不会由于页面刷新 而变动位置，意味着它们是小红书现阶段的主推剧集。 小红书截图 从剧情类型来看，《痴人之爱》将"替身文学"与悬疑元素深度结合，与常见的霸总短剧相区分。4K高清画面进一步凸显小红书短剧的精品化路线，评论 区的高赞留言就包括"像电影，不像短剧"，小红书官方也是喊出了"全网首部4K画质竖屏短剧"、"电影级审美定义短剧标 ...