投资建议当前,长剧的监管政策基调从严格规范向松绑与深耕并重转变,监管方式也更加多元化与精细化。2025 年8 月18 日,国家广播电视总局印发实施广电新规,促进内容供给创新。我们认为,展望未来,随着广电新规细则进一步落地,多重利好下行业有望进入良性循环。我们建议关注头部长视频平台爱奇艺和芒果超媒;内容IP公司阅文集团,及头部剧集公司华策影视和柠萌影视的边际改善弹性。理由回顾背景:外部短剧冲击,内部...
Source Link投资建议当前,长剧的监管政策基调从严格规范向松绑与深耕并重转变,监管方式也更加多元化与精细化。2025 年8 月18 日,国家广播电视总局印发实施广电新规,促进内容供给创新。我们认为,展望未来,随着广电新规细则进一步落地,多重利好下行业有望进入良性循环。我们建议关注头部长视频平台爱奇艺和芒果超媒;内容IP公司阅文集团,及头部剧集公司华策影视和柠萌影视的边际改善弹性。理由回顾背景:外部短剧冲击,内部...
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