财通证券:AI漫剧月增速超80% 市场规模将破200亿

财中社
Nov 05

11月5日,财通证券发布传媒行业研报。AI漫剧行业高景气,产业趋势明确:根据巨量引擎,2025年4-7月,漫剧供给量、播放量及点赞量分别以83%、92%、105%的月复合增长率高速增长,近半年累计上线作品3000部,环比增长603%,今年漫剧市场规模预计突破200亿元。各平台陆续出台扶持政策,近期催化频繁:根据短剧自习室,今年以来,抖音、快手、B站、红果、百度等平台,从IP开放、流量倾斜、资金保底...

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