短剧、漫剧市场专题报告:漫剧接棒真人短剧 海量IP价值待释放

光大证券
Jan 12

2025 年短剧市场:国内稳增,海外放量。1)国内短剧市场规模:据第三方机构DataEye,2025 年中国微短剧市场规模预计达634.3 亿元人民币,同比增长26%,预计2027 年有望增至856.5 亿元,2025-2027 年复合增长率达19.2%。短剧行业依然是典型的“买量驱动”型行业,2025 年微短剧投流规模将达约423 亿元,同比2024 年增长28%。2)国内短剧供给:产能释放节奏...

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