机构指出，短剧行业快速增长，2024年市场规模或近500亿元。
根据全国短视频用户数规模，假设短剧用户渗透率、付费率及单ARPU水平，同时假设广告等其他收入占短剧整体市场规模2成水平，预测的2024年短剧市场规模约496亿元。
广发证券发表研报称，国内短剧市场涌现出众多短剧厂商，产业竞争加剧，抖快等短剧投流的主要平台自己下场承担短剧平台方角色，进一步挤压了中上游短剧参与方的盈利空间。
相较国内，海外短剧市场仍有较大可开发空间，国内网文的成功出海为短剧出海奠定了一定IP受众基础，TikTok等头部短视频平台在全球市场的高速渗透为短剧出海和用户转化提供了更高效的平台，国内短剧玩家以优质短剧内容、高效制作效率和丰富的营销手段，积极渗透海外蓝海市场，实现“降维打击”。
短剧相关产业链港股：
短剧规模领先的平台型公司：快手-W(01024)、哔哩哔哩-W（09626)
短剧业态高度协同的阅读类公司：阅文集团(00772)
制作能力领先的影视类公司：柠萌影视(03921)
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