智通财经APP获悉，阅文集团(00772)再涨超5%，截至发稿，涨5.42%，报41.26港元，成交额3.07亿港元。
消息面上，据巨量引擎数据，2025年上半年漫剧剧目供给量月复合增长率达83%，半年产出超3000部作品，流水规模翻12倍。预计全年市场规模有望突破200亿。中航证券认为，AI漫剧开启内容产业新纪元，技术赋能与全球化布局驱动产业升级。AI漫剧赛道在技术突破、需求爆发、出海加速的三重驱动下，正迎来黄金发展期。建议重点关注具备IP储备与技术能力的平台型企业，包括阅文集团等。
10月16日，阅文集团CEO兼总裁侯晓楠在2025阅文创作大会上宣布升级“创作合伙人计划”，在深耕短剧之外再入局漫剧新赛道。阅文推出四大举措布局漫剧生态，包括开放10万部精品IP，设立亿元创作基金，推出AIGC工具“漫剧助手”提升改编效率，并构建全产业链扶持体系。目前，阅文已有30部漫剧作品播放量突破千万,《大明贤婿》《刷爆无敌模拟系统》等作品播放量破亿，多次登顶平台榜单。
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