刘晓庆及黄宗泽等投身短剧 行业转型潮同时蔓延至创作方面，有北京编剧向本报表示：「长剧行业快死了，再不转型在北京都难以生存」；演员层面更见明显流动，刘晓庆、黄宗泽、 舒畅及霍建华等知名演员已相继投身短剧市场。 著名经济学家宋清辉预期，未来短剧可能在总播放量、用户时长等关键指标上，与"电影+长剧"之和并驾齐驱，甚至超越长剧。宋清辉分析，未 来短剧市场将呈现"多方混战，各有侧重"的格局，其中传统长视频平台将短剧作为生态补充；哔哩哔哩（9626）倚仗社区文化孵化创意内容；抖 音、快手（1024）则继续深化"短剧+直播带货"的成熟变现模式。 内地影视业长剧"寒冬杀至" 腾讯优酷纷缩投资 微短剧逆市爆发式增长 内地影视行业正经历结构性巨变。腾讯（700）上月在内部发文，宣布大幅缩减长剧投资，未来一年仅聚焦40部「头部」剧集，外购版权剧亦控制在5部以 内。无独有偶，优酷今年2月亦宣布将剧集集数限制在12集内，以遏制「注水剧」现象，有业界人士直言长剧「寒冬杀至」。与此同时，单集时长数分钟的 微短剧市场呈现爆发式增长，市场规模已超越全年电影票房，甚至逼近长剧规模。著名经济学家宋清辉预期，未来短剧可能在总播放量、用户时长等关键指 ...

爱奇艺又回到了亏损区间。 该公司近期披露财报显示，在2025年二季度，爱奇艺营收同比下滑11%至66.3亿元；净亏损为 1.337亿元，去年同期净利润为6870万元。 | | | Three Months Ended | | Six Months Ended | | | --- | --- | --- | --- | --- | --- | | | June 30. | March 31. | June 30. | June 30. | June 30. | | | 2024 | 2025 | 2025 | 2024 | 2025 | | | RMB | RMB | RMB | RMB | RMB | | | (Unaudited) | (Unaudited) | (Unaudited) | (Unaudited) | (Unaudited) | | Revenues: | | | | | | | Membership services | 4.495.310 | 4.399.010 | 4.090.126 | 9.294.171 | 8,489,136 | | Online advertising serv ...

Group 1: Military Industry - The military sector is experiencing an upward trend, driven by the intensifying geopolitical competition among major powers, with a long-term positive outlook for military investments [4][5][6] - The recent commemorative events for the 80th anniversary of the victory in the Anti-Japanese War have highlighted the importance of national defense, leading to increased military spending [5] - Key companies to focus on include major manufacturers and component suppliers such as AVIC Shenyang Aircraft Corporation, AVIC South Lake, and AVIC Xi'an Aircraft Industry [4] Group 2: Non-Metallic Building Materials - The implementation of new national standards for refrigerators is expected to accelerate the demand for VIP boards, with the company Reascent Technology poised for significant growth following its acquisition of Maikelong [8][9] - The company has integrated its supply chain from fiberglass cotton to VIP core materials and VIP boards, which is anticipated to enhance its competitive edge and profitability [9] Group 3: Dairy Industry - The price of raw milk continues to decline, and a supply-demand balance is expected in the second half of 2025, benefiting from reduced production and improved demand [11][19] - Beef prices are entering an upward cycle due to supply reduction and decreased import pressures, with a projected increase in profitability for livestock companies [12][20] - The cyclical resonance between meat and milk production is expected to enhance the profitability of leading livestock companies [11][21]

国家广播电视总局日前印发实施《进一步丰富电视大屏内容 促进广电视听内容供给的若干举措》，其中包括"取消40集上限""不严格限制古装剧数 量""抓好纪录片精品制作""大力支持精品优秀动画片"等21条改革措施，被称为"广电21条"。 这些新举措推出背后有着怎样的考量？将给电视剧行业带来怎样的变化？ 加强内容建设 增加优质内容供给 举措强调，要多措并举加强内容建设，增加优质广电视听内容供给—— 实施"内容焕新计划"，加强内容创新； 改进电视剧集数和季播剧播出间隔时长等管理政策； 改进电视剧内容审查工作，优化机制、提高效率； 加强超高清节目制作播出宣传推介； 加强纪录片、动画片精品创作； 鼓励支持优秀微短剧进入电视播出； 松绑长度频率 释放创作活力 举措规定今后电视剧创作将适当放开40集上限，这一政策将为优质长剧打开创作空间。 关于超长剧回归，国家广电总局发展研究中心副研究员胡祥指出，电视剧长本身就是很重要的艺术特征。特别是重大革命历史题材、时间跨度很大的 年代剧等，足够长才能展现出复杂多变的历史时空，才能展现大时代变迁下个体命运的起伏。 "超长剧的回归就是让这些题材的作品有了更舒展的表现姿态和表达空间，不用为了时长 ...

以下文章来源于读城记工作室 ，作者曾思怡 读城记工作室 . 给我三分钟，带你看看这座城。互联网新闻信息服务许可证编号：44120230006 短剧圣地。 作者 | 曾思怡 编辑 | 黎广 来源 | 读城记工作室 (ID: DUCHENGJIPLUS) 爆火微短剧《声色犬马》去年拿下5亿播放量。 IP属地广西的网友轻易在剧里发现了邕江、龙岗大桥、仙葫别墅群……霸道总裁和复仇 女律师演绎恩怨情仇的地方，正是自己每天骑电动车、嗦老友粉的去处。 顺着这条线索摸索，时代周报记者梳理和采访了解到，因为城市景观丰富多元、微短剧 制作成本相对较低、短作各个环节公司齐全等原因，在大量出圈或不出圈的微短剧中， 南宁成了扮演"A市"的常客。 微短剧选择南宁，南宁亦想收获微短剧。 今年上半年，南宁先后发布两份文件支持微短剧产业发展，对符合标准的微短剧产品、 企业和基地推出真金白银的奖励，如建设专业化、规模化的拍摄场景，构建"摄影棚+外 景"现代化体系，并借其打造一批现象级景点（景区）。 从这番举措不难发现，南宁不仅有做大微短剧产业之意，还希望通过作品带动城市名气 和文旅热度。 南宁之外，杭州、郑州、西安、广州、青岛等也是微短剧热门取 ...

为此，南宁发展微短剧产业的差异化优势是什么？ 从另一个角度来看，一方面由于微短剧多是小制作、拍摄场景相对单一、用户爱消费但艺术评价不高，其流量多停留在线上且转瞬即逝，对拍摄地热度带 动作用有限；另一方面，承载当地城市和文化宣传期待的微短剧，又往往因为选材和表现形式的限制，收视率较低。 在此背景下，南宁提出发展"微短剧+文旅"，从商业效果和城市宣传效果来说，如何找到平衡点？ 爆火微短剧《声色犬马》去年拿下5亿播放量。 IP属地广西的网友轻易在剧里发现了邕江、龙岗大桥、仙葫别墅群……霸道总裁和复仇女律师演绎恩怨情仇的地方，正是自己每天骑电动车、嗦老友粉的 去处。 顺着这条线索摸索，时代周报记者梳理和采访了解到，因为城市景观丰富多元、微短剧制作成本相对较低、短作各个环节公司齐全等原因，在大量出圈或 不出圈的微短剧中，南宁成了扮演"A市"的常客。 微短剧选择南宁，南宁亦想收获微短剧。 今年上半年，南宁先后发布两份文件支持微短剧产业发展，对符合标准的微短剧产品、企业和基地推出真金白银的奖励，如建设专业化、规模化的拍摄场 景，构建"摄影棚+外景"现代化体系，并借其打造一批现象级景点（景区）。 从这番举措不难发现，南宁不仅 ...

Group 1 - The core viewpoint of the news is the implementation of measures to enhance the quality and supply of television content in response to the competition from short video platforms and short dramas [1][2] - The "Content Renewal Plan" aims to strengthen content innovation and improve management policies regarding the number of episodes and airing intervals of seasonal dramas [1][2] - The measures also include optimizing the content review process for dramas, promoting high-definition programming, and encouraging the introduction of excellent foreign programs [1][2][3] Group 2 - The proposed improvements in management policies will provide television stations and production companies with more flexibility, enhancing their competitiveness in content and commercial aspects [2] - The cultural industry, particularly through television dramas, is a significant source of cultural IP and commercial value, contributing to the country's soft power [2] - The development of the film and television industry is essential for creating more IPs and commercial opportunities, as well as for enhancing the global presence of Chinese dramas [3] Group 3 - Short dramas are currently a hot topic in the market, but they lack the economic value and commercial scale that traditional dramas can offer [3] - The industry should focus on developing the film and television sector, allowing for more creative freedom and diverse themes to enrich the audience's experience [3] - Introducing more excellent foreign programs will foster a competitive environment that can improve production quality and creativity in the industry [3]

证券时报记者吴志 一份重磅文件，"点燃"了影视圈。8月18日、19日，A股影视板块连续上涨，多家影视企业涨停，美股 上市的爱奇艺在当地时间8月18日盘中一度大涨近27%。 影视圈"沸腾"，与一则文件相关。近日，国家广播电视总局印发实施《进一步丰富电视大屏内容促进广 电视听内容供给的若干举措》，就改进电视剧集数和季播剧播出间隔时长，以及改进电视剧内容审查工 作等方面提出多项具体举措。 "之前就有所耳闻，这次的新政还是超出了大家的预期。"国内某头部影视企业相关人士韩峰（化名）向 证券时报记者表示，新政直面行业"痛点"，将对产业发展产生积极作用。 重磅新政来了 8月18日晚，国家广播电视总局（下称"广电总局"）发文提到，近日广电总局印发实施《进一步丰富电 视大屏内容促进广电视听内容供给的若干举措》（下称《若干举措》）。 《若干举措》强调，要多措并举加强内容建设，增加优质广电视听内容供给。具体涉及多方面内容，如 改进电视剧集数和季播剧播出间隔时长等管理政策；改进电视剧内容审查工作，优化机制、提高效率； 加强纪录片、动画片精品创作；鼓励支持优秀微短剧进入电视播出等。 广电总局表示，将组织指导协调各省（区、市）广播电视局 ...

近日，国家广播电视总局印发实施的《进一步丰富电视大屏内容促进广电视听内容供给的若干举措》指 出，要多措并举加强内容建设，增加优质广电视听内容供给。改进电视剧集数和季播剧播出间隔时长等 管理政策；加强纪录片、动画片精品创作；鼓励支持优秀微短剧进入电视播出。 《2024年中国微短剧产业研究报告》显示，2024年中国微短剧以505亿元市场规模超越电影票房，成为 网络视听收入的重要增长点，在应用开发下载、产品题材选择以及细分市场覆盖等方面涨势强劲。 近年来，微短剧通过人工智能翻译直接上线、海外本土演员特色翻拍等方式，极大提升了传播效率。凭 借形式短小精悍、故事生动鲜活，以及多渠道海外布局的先进理念，中国微短剧正"扬帆"驶向世界。 微短剧作为影视行业新兴力量，离不开社会各界的协同合作。相关专家表示，微短剧以其独特的艺术魅 力和广泛的社会影响力，正在成为推动文化繁荣、助力社会进步的重要力量，社会参与度进一步提高。 站在新的起点，随着"微短剧+非遗""微短剧+科普"等计划的推进，微短剧行业正迎来更广阔的发展空 间。有行业报告预计，2025年微短剧的市场规模将超过680亿元，2027年将突破1000亿元。 A股市场中，涉及短 ...

Macro Economic Overview - The report indicates that the next important time point may be in the late third quarter of 2025, with a suggested asset allocation order of stocks > commodities > bonds > currency [2][4] - In the first half of 2025, China's actual GDP grew by 5.3% year-on-year, laying a good foundation for achieving the annual target of 5.0% [2][4] - Economic data from July shows signs of growth pressure, including weakened external demand due to increased tariffs from the US and sluggish domestic consumption [2][4] Asset Performance - The A-share market saw an increase, with the CSI 300 index rising by 2.37% and the CSI 300 stock index futures up by 2.83% [11][12] - Commodity futures showed mixed results, with coking coal futures up by 0.33% and iron ore down by 1.65% [11][12] - The yield on ten-year government bonds rose by 6 basis points to 1.75%, while active ten-year government bond futures fell by 0.26% [11][12] Policy Insights - The report emphasizes the importance of expanding domestic demand in the second half of the year, suggesting that policies should be implemented to enhance efficiency and release domestic demand [2][4] - It is noted that the fiscal policy may have room for further adjustments within the year, particularly in light of external pressures easing due to potential interest rate cuts by the Federal Reserve [2][4] Sector Performance - The report highlights that the TMT sector has shown significant growth, with the ChiNext index leading with an 8.58% increase, followed by the Shenzhen Component Index at 4.55% [35][36] - The report also notes that the banking sector has faced declines, with a drop of 3.22% [35][36] Financial Data - In July, new social financing amounted to 1.13 trillion yuan, while new RMB loans decreased by 500 million yuan, indicating weak financing demand in the real economy [4][17] - The M2 money supply grew by 8.8% year-on-year, reflecting a relatively strong liquidity environment despite weak economic indicators [4][17]