update pay ui
This commit is contained in:
@@ -1,494 +1,498 @@
|
||||
|
||||
<!DOCTYPE html>
|
||||
<html lang="zh-CN" data-theme="dark">
|
||||
<html lang="zh-CN" data-theme="night">
|
||||
|
||||
<head>
|
||||
<meta charset="UTF-8">
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||||
<title>AI漫剧爆发增长 - 200亿市场风口深度解析</title>
|
||||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||||
<title>深度行研报告：漫剧概念</title>
|
||||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||||
<script src="https://cdn.tailwindcss.com"></script>
|
||||
<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
|
||||
<script src="https://unpkg.com/mermaid@10/dist/mermaid.min.js"></script>
|
||||
<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
|
||||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
|
||||
<link rel="preconnect" href="https://fonts.googleapis.com">
|
||||
<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
|
||||
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Orbitron:wght@400;700&display=swap" rel="stylesheet">
|
||||
<style>
|
||||
@keyframes pulse-glow {
|
||||
0%, 100% { box-shadow: 0 0 20px rgba(59, 130, 246, 0.5); }
|
||||
50% { box-shadow: 0 0 30px rgba(59, 130, 246, 0.8); }
|
||||
:root {
|
||||
--glow-color: hsl(217, 100%, 75%);
|
||||
--glow-color-secondary: hsl(280, 100%, 75%);
|
||||
}
|
||||
.glow-effect {
|
||||
animation: pulse-glow 2s infinite;
|
||||
|
||||
body {
|
||||
font-family: 'Inter', sans-serif;
|
||||
background-color: #020010;
|
||||
background-image:
|
||||
radial-gradient(at 20% 20%, hsl(217, 80%, 35%) 0px, transparent 50%),
|
||||
radial-gradient(at 80% 20%, hsl(280, 80%, 40%) 0px, transparent 50%),
|
||||
radial-gradient(at 20% 80%, hsl(180, 80%, 30%) 0px, transparent 50%),
|
||||
radial-gradient(at 80% 80%, hsl(340, 80%, 45%) 0px, transparent 50%);
|
||||
color: #e0e0e0;
|
||||
overflow-x: hidden;
|
||||
}
|
||||
.gradient-text {
|
||||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||||
-webkit-background-clip: text;
|
||||
-webkit-text-fill-color: transparent;
|
||||
background-clip: text;
|
||||
}
|
||||
.timeline-line {
|
||||
background: linear-gradient(180deg, #3b82f6 0%, #8b5cf6 100%);
|
||||
}
|
||||
.hover-scale {
|
||||
|
||||
.glass-card {
|
||||
background: rgba(15, 12, 41, 0.5);
|
||||
backdrop-filter: blur(20px);
|
||||
-webkit-backdrop-filter: blur(20px);
|
||||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||||
transition: all 0.3s ease;
|
||||
}
|
||||
.hover-scale:hover {
|
||||
transform: scale(1.05);
|
||||
|
||||
.glass-card:hover {
|
||||
background: rgba(25, 22, 51, 0.6);
|
||||
box-shadow: 0 0 20px rgba(120, 120, 255, 0.2);
|
||||
}
|
||||
.glass-effect {
|
||||
background: rgba(255, 255, 255, 0.05);
|
||||
backdrop-filter: blur(10px);
|
||||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||||
|
||||
.glow-text {
|
||||
color: var(--glow-color);
|
||||
text-shadow: 0 0 5px var(--glow-color);
|
||||
}
|
||||
::-webkit-scrollbar {
|
||||
width: 8px;
|
||||
height: 8px;
|
||||
|
||||
.glow-text-secondary {
|
||||
color: var(--glow-color-secondary);
|
||||
text-shadow: 0 0 5px var(--glow-color-secondary);
|
||||
}
|
||||
::-webkit-scrollbar-track {
|
||||
background: #1f2937;
|
||||
|
||||
h1, h2, h3 {
|
||||
font-family: 'Orbitron', sans-serif;
|
||||
}
|
||||
::-webkit-scrollbar-thumb {
|
||||
background: #4b5563;
|
||||
border-radius: 4px;
|
||||
|
||||
.bento-grid {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
|
||||
gap: 1.5rem;
|
||||
}
|
||||
::-webkit-scrollbar-thumb:hover {
|
||||
background: #6b7280;
|
||||
|
||||
.timeline {
|
||||
position: relative;
|
||||
padding-left: 2.5rem;
|
||||
}
|
||||
.timeline::before {
|
||||
content: '';
|
||||
position: absolute;
|
||||
left: 0;
|
||||
top: 0;
|
||||
bottom: 0;
|
||||
width: 2px;
|
||||
background: linear-gradient(to bottom, transparent, var(--glow-color), transparent);
|
||||
}
|
||||
.timeline-item {
|
||||
position: relative;
|
||||
}
|
||||
.timeline-item::before {
|
||||
content: '';
|
||||
position: absolute;
|
||||
left: -2.5rem;
|
||||
top: 0.25rem;
|
||||
width: 1rem;
|
||||
height: 1rem;
|
||||
border-radius: 50%;
|
||||
background-color: var(--glow-color);
|
||||
border: 3px solid #020010;
|
||||
box-shadow: 0 0 10px var(--glow-color);
|
||||
}
|
||||
|
||||
.daisy-table {
|
||||
background-color: rgba(10, 10, 25, 0.4);
|
||||
}
|
||||
.daisy-table thead {
|
||||
background-color: rgba(30, 30, 70, 0.5);
|
||||
color: var(--glow-color);
|
||||
font-family: 'Orbitron', sans-serif;
|
||||
}
|
||||
.daisy-table tbody tr:hover {
|
||||
background-color: rgba(40, 40, 80, 0.7);
|
||||
}
|
||||
.daisy-table a {
|
||||
color: #87CEFA;
|
||||
text-decoration: none;
|
||||
transition: color 0.3s ease, text-shadow 0.3s ease;
|
||||
}
|
||||
.daisy-table a:hover {
|
||||
color: #FFFFFF;
|
||||
text-shadow: 0 0 8px #87CEFA;
|
||||
}
|
||||
</style>
|
||||
</head>
|
||||
<body class="bg-gray-900 text-gray-100">
|
||||
<!-- Hero Section -->
|
||||
<div class="hero min-h-[60vh] bg-gradient-to-br from-purple-900 via-blue-900 to-indigo-900">
|
||||
<div class="hero-content text-center text-white">
|
||||
<div class="max-w-4xl">
|
||||
<div class="badge badge-error mb-4 text-lg animate-pulse">
|
||||
<i class="fas fa-fire mr-2"></i>2025年200亿市场风口
|
||||
</div>
|
||||
<h1 class="text-5xl md:text-7xl font-bold mb-6 gradient-text">
|
||||
AI漫剧爆发增长
|
||||
</h1>
|
||||
<p class="text-xl md:text-2xl mb-8 text-gray-200">
|
||||
制作成本压缩90% · 流水增长12倍 · 百亿新风口快速起量
|
||||
</p>
|
||||
<div class="stats shadow-lg bg-black/30 glass-effect">
|
||||
<div class="stat">
|
||||
<div class="stat-title">市场规模</div>
|
||||
<div class="stat-value text-3xl md:text-4xl text-orange-400">200亿+</div>
|
||||
<div class="stat-desc">2025年预测</div>
|
||||
</div>
|
||||
<div class="stat">
|
||||
<div class="stat-title">流水增长</div>
|
||||
<div class="stat-value text-3xl md:text-4xl text-green-400">12倍</div>
|
||||
<div class="stat-desc">同比激增</div>
|
||||
</div>
|
||||
<div class="stat">
|
||||
<div class="stat-title">作品数量</div>
|
||||
<div class="stat-value text-3xl md:text-4xl text-blue-400">3000+</div>
|
||||
<div class="stat-desc">1H25上线</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<body class="min-h-screen">
|
||||
<div class="container mx-auto p-4 sm:p-8">
|
||||
|
||||
<header class="text-center py-12">
|
||||
<h1 class="text-4xl sm:text-6xl font-bold glow-text mb-4 tracking-widest">漫剧 CONCEPT</h1>
|
||||
<h2 class="text-xl sm:text-2xl text-slate-300 font-light">深度产业行研报告</h2>
|
||||
<div class="mt-6 text-sm text-slate-400 border border-slate-700 rounded-full px-4 py-2 inline-block">
|
||||
北京价值前沿科技有限公司 AI投研agent：“价小前投研” | 本报告为AI合成数据，投资需谨慎。
|
||||
</div>
|
||||
</div>
|
||||
</header>
|
||||
|
||||
<main class="space-y-12">
|
||||
|
||||
<!-- Insight Section -->
|
||||
<section id="insight" class="glass-card rounded-3xl p-6 sm:p-10 space-y-8">
|
||||
<h3 class="text-3xl font-bold glow-text-secondary border-b-2 border-purple-500/30 pb-4">概念洞察 (Concept Insight)</h3>
|
||||
|
||||
<!-- 核心观点 -->
|
||||
<article class="p-6 border border-purple-400/20 rounded-2xl bg-black/20">
|
||||
<h4 class="text-2xl font-semibold mb-4 glow-text-secondary">核心观点摘要</h4>
|
||||
<p class="text-lg text-slate-200 leading-relaxed">
|
||||
漫剧正处于由技术突破引爆的<strong class="text-cyan-300">产业导入期与高速成长期的叠加阶段</strong>。其核心驱动力是<strong class="text-cyan-300">AI技术带来的颠覆式降本增效</strong>与<strong class="text-cyan-300">平台巨头真金白银的流量及政策扶持</strong>所形成的“供给创造需求”的良性循环。未来，漫剧不仅是短剧市场的核心增量，更有望凭借其独特的IP孵化能力和出海潜力，成为数字内容产业的重要一极。
|
||||
</p>
|
||||
</article>
|
||||
|
||||
<!-- 概念事件 -->
|
||||
<article>
|
||||
<h4 class="text-2xl font-semibold mb-6 glow-text-secondary">发展脉络与关键催化事件</h4>
|
||||
<div class="timeline space-y-8">
|
||||
<div class="timeline-item">
|
||||
<h5 class="font-bold text-lg text-cyan-300">背景 (2024年底 - 2025年初)</h5>
|
||||
<p class="text-slate-300">真人短剧赛道ROI跌破1.1，盈利空间急剧压缩，制作方寻求新增长点。</p>
|
||||
</div>
|
||||
<div class="timeline-item">
|
||||
<h5 class="font-bold text-lg text-cyan-300">技术萌芽 (2025年3月 - 5月)</h5>
|
||||
<p class="text-slate-300">国产AI视频生成模型技术突破，部分公司开始立项AI漫剧，探索降本增效。</p>
|
||||
</div>
|
||||
<div class="timeline-item">
|
||||
<h5 class="font-bold text-lg text-cyan-300">市场验证 (2025年上半年)</h5>
|
||||
<p class="text-slate-300">市场数据爆发：上半年上线超<strong class="text-yellow-300">3000部</strong>作品，流水规模同比激增<strong class="text-yellow-300">12倍</strong>。</p>
|
||||
</div>
|
||||
<div class="timeline-item">
|
||||
<h5 class="font-bold text-lg text-cyan-300">增长加速 (2025年Q3)</h5>
|
||||
<p class="text-slate-300">产业进入快车道，抖音日流水破<strong class="text-yellow-300">1000万元</strong>，“漫剧元年”概念形成。</p>
|
||||
</div>
|
||||
<div class="timeline-item">
|
||||
<h5 class="font-bold text-lg text-cyan-300">平台引爆 (2025年10月 - 11月)</h5>
|
||||
<p class="text-slate-300">抖音、爱奇艺、腾讯等平台密集出台重磅扶持政策，提供<strong class="text-yellow-300">百万元级保底激励</strong>和<strong class="text-yellow-300">100%分成</strong>，引爆二级市场。</p>
|
||||
</div>
|
||||
</div>
|
||||
</article>
|
||||
|
||||
<!-- 数据图表 -->
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-8 pt-6">
|
||||
<div class="glass-card rounded-2xl p-4">
|
||||
<h5 class="text-center font-semibold text-lg mb-2 glow-text">市场规模与商业化流水</h5>
|
||||
<div id="marketSizeChart" class="w-full h-80"></div>
|
||||
</div>
|
||||
<div class="glass-card rounded-2xl p-4">
|
||||
<h5 class="text-center font-semibold text-lg mb-2 glow-text">AI 降本增效示意</h5>
|
||||
<div id="costReductionChart" class="w-full h-80"></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 核心逻辑与市场认知 -->
|
||||
<article>
|
||||
<h4 class="text-2xl font-semibold mb-6 glow-text-secondary">核心逻辑：双轮驱动与预期差</h4>
|
||||
<div class="space-y-6">
|
||||
<div class="glass-card rounded-xl p-6">
|
||||
<h5 class="font-bold text-xl text-cyan-300 mb-2">供给侧革命：AI降本增效</h5>
|
||||
<p>AI技术将漫剧单分钟制作成本从<strong class="text-red-400">数万元</strong>压缩至<strong class="text-green-400">1000元以内</strong>，制作周期从数月压缩至<strong class="text-green-400">10-13天</strong>。指数级的效率提升和成本下降，是漫剧概念成立的根本基石。</p>
|
||||
</div>
|
||||
<div class="glass-card rounded-xl p-6">
|
||||
<h5 class="font-bold text-xl text-cyan-300 mb-2">需求侧牵引：平台商业化赋能</h5>
|
||||
<p>抖音、快手、爱奇艺等平台通过<strong class="text-yellow-300">亿元级基金、百万元级保底、100%分账</strong>等政策，解决了商业化“最后一公里”问题，确保产业快速形成正向现金流，吸引数十万家企业涌入。</p>
|
||||
</div>
|
||||
<div class="p-6 border-l-4 border-orange-400 bg-orange-900/20 rounded-r-lg">
|
||||
<h5 class="font-bold text-xl text-orange-300 mb-2">预期差分析</h5>
|
||||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||||
<li><strong class="text-white">盈利能力预期差：</strong>当前投流ROI约1.15-1.2，并非暴利，且资金回收周期（2-4周）长于真人短剧（3天），市场可能高估短期变现效率。</li>
|
||||
<li><strong class="text-white">内容质量预期差：</strong>AI解决了“量”但未解决“质”，同质化风险将比市场预期的来得更快。</li>
|
||||
<li><strong class="text-white">出海进程预期差：</strong>目前北美尚无显著增量，预计2026 Q1才可能起量，市场可能过早计入了远期潜力。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</article>
|
||||
|
||||
<!-- 产业链图谱 -->
|
||||
<article>
|
||||
<h4 class="text-2xl font-semibold mb-6 glow-text-secondary">产业链图谱与核心玩家</h4>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6 text-center">
|
||||
<div class="flex flex-col items-center">
|
||||
<div class="w-full glass-card rounded-xl p-4">
|
||||
<h5 class="font-bold text-lg glow-text">上游：IP版权方</h5>
|
||||
<p class="text-sm text-slate-400">核心资产：海量网文/漫画IP</p>
|
||||
</div>
|
||||
<div class="text-cyan-300 text-3xl my-2">↓</div>
|
||||
<div class="w-full p-3 border border-dashed border-slate-600 rounded-lg">
|
||||
<p class="font-semibold text-cyan-200">阅文集团</p>
|
||||
<p class="font-semibold text-cyan-200">中文在线</p>
|
||||
<p class="font-semibold text-cyan-200">掌阅科技</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex flex-col items-center">
|
||||
<div class="w-full glass-card rounded-xl p-4">
|
||||
<h5 class="font-bold text-lg glow-text">中游：内容制作与技术</h5>
|
||||
<p class="text-sm text-slate-400">核心能力：AI生产/AIGC工具</p>
|
||||
</div>
|
||||
<div class="text-cyan-300 text-3xl my-2">↓</div>
|
||||
<div class="w-full p-3 border border-dashed border-slate-600 rounded-lg">
|
||||
<p class="font-semibold text-cyan-200">中文在线</p>
|
||||
<p class="font-semibold text-cyan-200">欢瑞世纪</p>
|
||||
<p class="font-semibold text-cyan-200">捷成股份</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex flex-col items-center">
|
||||
<div class="w-full glass-card rounded-xl p-4">
|
||||
<h5 class="font-bold text-lg glow-text">下游：平台/发行/出海</h5>
|
||||
<p class="text-sm text-slate-400">核心资源：流量/渠道/营销</p>
|
||||
</div>
|
||||
<div class="text-cyan-300 text-3xl my-2">↓</div>
|
||||
<div class="w-full p-3 border border-dashed border-slate-600 rounded-lg">
|
||||
<p class="font-semibold text-cyan-200">快手 / 爱奇艺</p>
|
||||
<p class="font-semibold text-cyan-200">芒果超媒</p>
|
||||
<p class="font-semibold text-cyan-200">易点天下</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</article>
|
||||
|
||||
<!-- 综合结论 -->
|
||||
<article class="mt-8">
|
||||
<h4 class="text-2xl font-semibold mb-6 glow-text-secondary">综合结论与投资启示</h4>
|
||||
<div class="glass-card rounded-2xl p-6 space-y-4">
|
||||
<p><strong class="text-xl text-cyan-300">最终看法：</strong>漫剧正处在由技术驱动向基本面驱动过渡的关键时期。产业趋势确定性高，增长空间广阔。但二级市场可能已部分透支短期乐观预期，对盈利能力、内容质量和出海进程的预期过于理想化，存在阶段性回调风险。</p>
|
||||
<div>
|
||||
<h5 class="font-bold text-lg text-yellow-300">最具投资价值的环节：</h5>
|
||||
<ul class="list-decimal list-inside text-slate-300 pl-4">
|
||||
<li><strong class="text-white">IP+制作一体化厂商 (如中文在线):</strong> 能最大程度分享产业链价值，业绩弹性最大。</li>
|
||||
<li><strong class="text-white">拥有核心IP库的平台方 (如阅文集团):</strong> 长期具备定义行业格局的潜力。</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div>
|
||||
<h5 class="font-bold text-lg text-yellow-300">需重点跟踪的关键指标：</h5>
|
||||
<ul class="list-decimal list-inside text-slate-300 pl-4">
|
||||
<li><strong class="text-white">行业级：</strong>全网漫剧投流ROI的月度变化（核心指标）、头部漫剧月度流水榜单。</li>
|
||||
<li><strong class="text-white">公司级：</strong>漫剧上线数量与产能增速、单部平均流水、业务收入占比、海外收入贡献。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</article>
|
||||
|
||||
</section>
|
||||
|
||||
<!-- Supporting Data Section -->
|
||||
<section id="supporting-data" class="space-y-6">
|
||||
<h3 class="text-3xl font-bold glow-text-secondary text-center">核心数据源摘要 (Data Source Summary)</h3>
|
||||
|
||||
<div class="collapse collapse-plus glass-card rounded-2xl">
|
||||
<input type="radio" name="data-accordion" checked="checked" />
|
||||
<div class="collapse-title text-xl font-medium glow-text">新闻数据精粹</div>
|
||||
<div class="collapse-content px-6">
|
||||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||||
<li><strong>市场规模:</strong> 2025年上半年流水激增12倍，全年有望突破<strong class="text-yellow-300">200亿</strong>元。抖音年末目标日耗达2400万。</li>
|
||||
<li><strong>AI驱动:</strong> AI将制作周期缩短至10-13天，单分钟成本从数万元压缩至<strong class="text-green-400">1000元以内</strong>，部分环节提效50%-80%。</li>
|
||||
<li><strong>平台动态:</strong> 抖音发布百万元级保底激励，爱奇艺提供最高100%分成，腾讯、快手、百度等均已入局并推出扶持政策。</li>
|
||||
<li><strong>公司布局:</strong> 阅文开放10万IP并设亿元基金；中文在线AI漫剧播放量破30亿；欢瑞世纪、捷成股份、易点天下等均在加速布局。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="collapse collapse-plus glass-card rounded-2xl">
|
||||
<input type="radio" name="data-accordion" />
|
||||
<div class="collapse-title text-xl font-medium glow-text">路演纪要精粹</div>
|
||||
<div class="collapse-content px-6">
|
||||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||||
<li><strong>行业数据:</strong> 抖音日流水已达<strong class="text-yellow-300">1000万</strong>，预计天花板2000-3000万。2026年市场规模预估150-200亿元。</li>
|
||||
<li><strong>商业模型:</strong> 当前投流ROI为<strong class="text-cyan-300">1.15-1.2</strong>，综合ROI为1.5-1.8。回收周期2-4周，长于真人短剧。</li>
|
||||
<li><strong>IP生态:</strong> 阅文等IP方受制作方（CP）欢迎，行业瓶颈已从“产能”转向“优质内容”。AI加速IP可视化，有望诞生“AI内容版阅文”。</li>
|
||||
<li><strong>出海现状:</strong> 北美市场尚无显著增量，瓶颈在产能不足，预计<strong class="text-orange-300">2026 Q1</strong>起量。</li>
|
||||
<li><strong>技术工具:</strong> 主流工具包括可灵、即梦、豆包、V度等，已实现全流程AI化。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="collapse collapse-plus glass-card rounded-2xl">
|
||||
<input type="radio" name="data-accordion" />
|
||||
<div class="collapse-title text-xl font-medium glow-text">研报观点汇总</div>
|
||||
<div class="collapse-content px-6">
|
||||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||||
<li><strong>核心逻辑:</strong> AI漫剧供需双轮驱动产业高增长。AI工具提升效率、降低成本刺激供给；平台流量与IP资源叠加AI技术推动商业化。</li>
|
||||
<li><strong>用户画像:</strong> 漫剧用户以<strong class="text-blue-300">男性（86%）</strong>为主，题材偏好逆袭、玄幻；真人短剧用户偏<strong class="text-pink-300">女性（51%）</strong>，题材偏好情感、都市。</li>
|
||||
<li><strong>技术迭代:</strong> AI参与度已提升至70-80%，技术能力和工业化链路仍在加速整合，包括Sora 2、可灵2.0等模型。</li>
|
||||
<li><strong>投资建议:</strong> 看好拥有海量IP储备及AI视频技术储备的公司/平台方。关注AI应用落地且有收入的应用方向。</li>
|
||||
<li><strong>风险提示:</strong> 行业监管、竞争加剧、用户付费意愿下降、技术迭代不及预期、商业化落地缓慢等。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
</section>
|
||||
|
||||
<!-- Stock Table Section -->
|
||||
<section id="stock-data" class="pt-10">
|
||||
<h3 class="text-3xl font-bold glow-text-secondary text-center mb-8">相关标的分析 (Target Analysis)</h3>
|
||||
|
||||
<div class="overflow-x-auto glass-card rounded-2xl p-4">
|
||||
<table class="table daisy-table w-full">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>股票名称</th>
|
||||
<th>股票代码</th>
|
||||
<th>核心逻辑</th>
|
||||
<th>信源</th>
|
||||
<th>备注</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr><td>中文在线</td><td><a href="https://valuefrontier.cn/company?scode=300364" target="_blank">300364</a></td><td>AI漫剧已实现商业化付费连载，多部爆款上榜，日充金额高速增长</td><td>互动</td><td></td></tr>
|
||||
<tr class="text-red-300"><td>欢瑞世纪</td><td><a href="https://valuefrontier.cn/company?scode=000892" target="_blank">000892</a></td><td>公司已在AI漫剧布局</td><td>调研</td><td>标红个股，制图或更新节点涨幅大于10%</td></tr>
|
||||
<tr class="text-red-300"><td>海看股份</td><td><a href="https://valuefrontier.cn/company?scode=301262" target="_blank">301262</a></td><td>积极推进AI漫剧市场开发，探索短剧商业变现市场边界</td><td>半年报</td><td>标红个股，制图或更新节点涨幅大于10%</td></tr>
|
||||
<tr><td>掌阅科技</td><td><a href="https://valuefrontier.cn/company?scode=603533" target="_blank">603533</a></td><td>已上线《焚星决》等AI漫剧和类真人剧</td><td>互动</td><td></td></tr>
|
||||
<tr><td>捷成股份</td><td><a href="https://valuefrontier.cn/company?scode=300182" target="_blank">300182</a></td><td>2025年将针对短剧、漫剧等新类型内容加大投入</td><td>年报</td><td></td></tr>
|
||||
<tr><td>兆驰股份</td><td><a href="https://valuefrontier.cn/company?scode=002429" target="_blank">002429</a></td><td>子公司风行自主研发“橙星梦工厂”是全链路AI漫剧平台</td><td>三季报</td><td></td></tr>
|
||||
<tr><td>华策影视</td><td><a href="https://valuefrontier.cn/company?scode=300133" target="_blank">300133</a></td><td>旗下DailyShort已上线上千部作品，包括短剧、动态漫等</td><td>互动</td><td></td></tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<div class="overflow-x-auto glass-card rounded-2xl p-4 mt-8">
|
||||
<h4 class="text-xl font-bold glow-text-secondary text-center mb-4">涨幅分析补充</h4>
|
||||
<table class="table daisy-table w-full">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>股票名称</th>
|
||||
<th>股票代码</th>
|
||||
<th>涨跌幅</th>
|
||||
<th>日期</th>
|
||||
<th>核心原因</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr><td>易点天下</td><td><a href="https://valuefrontier.cn/company?scode=301171" target="_blank">301171</a></td><td class="text-green-400">+6.55%</td><td>2025-11-25</td><td>与阿里云、Google在AI漫剧、AIGC创作等前沿领域的深度合作，踩中AI应用端爆发预期。</td></tr>
|
||||
<tr><td>天下秀</td><td><a href="https://valuefrontier.cn/company?scode=600556" target="_blank">600556</a></td><td class="text-green-400">+5.94%</td><td>2025-11-10</td><td>抖音发布高额漫剧激励政策，公司作为生态核心“连接器”直接受益；叠加公司治理改革预期。</td></tr>
|
||||
<tr><td>吉视传媒</td><td><a href="https://valuefrontier.cn/company?scode=601929" target="_blank">601929</a></td><td class="text-green-400">+5.67%</td><td>2025-11-10</td><td>受“AI+内容”产业变革预期驱动，文化传媒板块整体行情带动下的跟涨。</td></tr>
|
||||
<tr><td>中视传媒</td><td><a href="https://valuefrontier.cn/company?scode=600088" target="_blank">600088</a></td><td class="text-green-400">+6.45%</td><td>2025-11-03</td><td>AI漫剧概念引爆传媒板块，公司因“传媒”属性及与“央视”相关的IP想象空间而被资金选择补涨。</td></tr>
|
||||
<tr><td>中文传媒</td><td><a href="https://valuefrontier.cn/company?scode=600373" target="_blank">600373</a></td><td class="text-green-400">+5.88%</td><td>2025-11-03</td><td>AI漫剧主题集中爆发引发板块轮动，公司因行业属性、名称标签及潜在IP价值被资金选择补涨。</td></tr>
|
||||
<tr><td>无线传媒</td><td><a href="https://valuefrontier.cn/company?scode=301551" target="_blank">301551</a></td><td class="text-green-400">+6.51%</td><td>2025-10-23</td><td>被市场归类为爆发的“AI短剧/漫剧”概念核心标的，享受行业beta强劲驱动。</td></tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
</section>
|
||||
</main>
|
||||
</div>
|
||||
|
||||
<!-- 核心观点 -->
|
||||
<div class="container mx-auto px-4 py-12">
|
||||
<div class="alert alert-info mb-8 glow-effect">
|
||||
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" class="stroke-current shrink-0 w-6 h-6">
|
||||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 16h-1v-4h-1m1-4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path>
|
||||
</svg>
|
||||
<div>
|
||||
<h3 class="font-bold text-lg">核心观点摘要</h3>
|
||||
<div class="text-sm">AI技术革命性降本增效推动漫剧从"小众探索"迈向"百亿级商业化爆发"。当前处于需求验证与产能爬坡期，核心驱动力是AI制作成本下降90%与平台流量扶持。</div>
|
||||
</div>
|
||||
</div>
|
||||
<script>
|
||||
document.addEventListener('DOMContentLoaded', function () {
|
||||
// Market Size Chart
|
||||
var marketSizeChart = echarts.init(document.getElementById('marketSizeChart'));
|
||||
var marketSizeOption = {
|
||||
backgroundColor: 'transparent',
|
||||
tooltip: {
|
||||
trigger: 'axis',
|
||||
axisPointer: { type: 'shadow' },
|
||||
backgroundColor: 'rgba(0, 0, 0, 0.7)',
|
||||
borderColor: '#555',
|
||||
textStyle: { color: '#fff' }
|
||||
},
|
||||
legend: {
|
||||
data: ['市场规模 (亿元)', '抖音日流水 (万元)'],
|
||||
textStyle: { color: '#ccc' },
|
||||
top: '5%'
|
||||
},
|
||||
grid: {
|
||||
left: '3%',
|
||||
right: '4%',
|
||||
bottom: '3%',
|
||||
containLabel: true
|
||||
},
|
||||
xAxis: {
|
||||
type: 'category',
|
||||
data: ['2024 H2', '2025 H1', '2025 Q3', '2025 (E)'],
|
||||
axisLine: { lineStyle: { color: '#888' } }
|
||||
},
|
||||
yAxis: [
|
||||
{
|
||||
type: 'value',
|
||||
name: '规模',
|
||||
axisLabel: { formatter: '{value} 亿' },
|
||||
axisLine: { lineStyle: { color: '#888' } },
|
||||
splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } }
|
||||
},
|
||||
{
|
||||
type: 'value',
|
||||
name: '流水',
|
||||
axisLabel: { formatter: '{value} 万' },
|
||||
axisLine: { lineStyle: { color: '#888' } },
|
||||
splitLine: { show: false }
|
||||
}
|
||||
],
|
||||
series: [
|
||||
{
|
||||
name: '市场规模 (亿元)',
|
||||
type: 'bar',
|
||||
data: [15, 100, 150, 200],
|
||||
itemStyle: {
|
||||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||||
{ offset: 0, color: 'hsl(217, 100%, 75%)' },
|
||||
{ offset: 1, color: 'hsl(217, 80%, 45%)' }
|
||||
])
|
||||
},
|
||||
emphasis: { itemStyle: { color: 'hsl(217, 100%, 65%)' } }
|
||||
},
|
||||
{
|
||||
name: '抖音日流水 (万元)',
|
||||
type: 'line',
|
||||
yAxisIndex: 1,
|
||||
smooth: true,
|
||||
data: [1, 350, 1000, 2400],
|
||||
lineStyle: { color: 'hsl(280, 100%, 75%)', width: 3, shadowBlur: 10, shadowColor: 'hsl(280, 100%, 75%)' },
|
||||
itemStyle: { color: 'hsl(280, 100%, 75%)' }
|
||||
}
|
||||
]
|
||||
};
|
||||
marketSizeChart.setOption(marketSizeOption);
|
||||
|
||||
<!-- 时间轴 -->
|
||||
<div class="mb-12">
|
||||
<h2 class="text-3xl font-bold mb-6 text-center">
|
||||
<i class="fas fa-timeline mr-2 text-blue-400"></i>关键事件时间轴
|
||||
</h2>
|
||||
<div class="relative">
|
||||
<div class="absolute left-1/2 transform -translate-x-1/2 w-1 h-full timeline-line"></div>
|
||||
<div class="space-y-8">
|
||||
<div class="flex items-center">
|
||||
<div class="w-full md:w-1/2 pr-8 text-right">
|
||||
<div class="glass-effect p-4 rounded-lg hover-scale">
|
||||
<div class="text-sm text-gray-400">2025年3月</div>
|
||||
<div class="font-bold">巨量引擎提出AI降本20%+</div>
|
||||
<div class="text-sm">单分钟成本降至1000-2500元</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-blue-500 rounded-full border-4 border-gray-900"></div>
|
||||
<div class="w-full md:w-1/2 pl-8"></div>
|
||||
</div>
|
||||
<div class="flex items-center">
|
||||
<div class="w-full md:w-1/2 pr-8"></div>
|
||||
<div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-purple-500 rounded-full border-4 border-gray-900"></div>
|
||||
<div class="w-full md:w-1/2 pl-8">
|
||||
<div class="glass-effect p-4 rounded-lg hover-scale">
|
||||
<div class="text-sm text-gray-400">2025年10月16日</div>
|
||||
<div class="font-bold">阅文集团四大举措</div>
|
||||
<div class="text-sm">开放10万IP · 亿元基金 · AIGC工具</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-center">
|
||||
<div class="w-full md:w-1/2 pr-8 text-right">
|
||||
<div class="glass-effect p-4 rounded-lg hover-scale">
|
||||
<div class="text-sm text-gray-400">2025年10月22日</div>
|
||||
<div class="font-bold">爱奇艺分成政策</div>
|
||||
<div class="text-sm">独家70% · 非独家50%</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-green-500 rounded-full border-4 border-gray-900"></div>
|
||||
<div class="w-full md:w-1/2 pl-8"></div>
|
||||
</div>
|
||||
<div class="flex items-center">
|
||||
<div class="w-full md:w-1/2 pr-8"></div>
|
||||
<div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-orange-500 rounded-full border-4 border-gray-900"></div>
|
||||
<div class="w-full md:w-1/2 pl-8">
|
||||
<div class="glass-effect p-4 rounded-lg hover-scale">
|
||||
<div class="text-sm text-gray-400">2025年10月23日</div>
|
||||
<div class="font-bold">券商集中推荐</div>
|
||||
<div class="text-sm">板块多股涨停 · 供需双井喷</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 核心驱动因素 -->
|
||||
<div class="grid md:grid-cols-2 gap-6 mb-12">
|
||||
<div class="card bg-gradient-to-br from-blue-800 to-blue-900 shadow-xl">
|
||||
<div class="card-body">
|
||||
<h3 class="card-title text-2xl mb-4">
|
||||
<i class="fas fa-microchip mr-2"></i>技术突破
|
||||
</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="flex items-center">
|
||||
<i class="fas fa-check-circle text-green-400 mr-3"></i>
|
||||
<span>AI工具覆盖剧本→分镜→动效全流程</span>
|
||||
</div>
|
||||
<div class="flex items-center">
|
||||
<i class="fas fa-check-circle text-green-400 mr-3"></i>
|
||||
<span>制作周期：数月→10-13天</span>
|
||||
</div>
|
||||
<div class="flex items-center">
|
||||
<i class="fas fa-check-circle text-green-400 mr-3"></i>
|
||||
<span>单部成本：80万+→10-30万元</span>
|
||||
</div>
|
||||
<div class="mt-4 p-3 bg-black/30 rounded">
|
||||
<div class="text-sm text-gray-300">核心工具：</div>
|
||||
<div class="flex flex-wrap gap-2 mt-2">
|
||||
<span class="badge badge-info">可灵</span>
|
||||
<span class="badge badge-info">即梦</span>
|
||||
<span class="badge badge-info">漫剧助手</span>
|
||||
<span class="badge badge-info">豆包</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="card bg-gradient-to-br from-purple-800 to-purple-900 shadow-xl">
|
||||
<div class="card-body">
|
||||
<h3 class="card-title text-2xl mb-4">
|
||||
<i class="fas fa-rocket mr-2"></i>平台加码
|
||||
</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="flex items-center">
|
||||
<i class="fas fa-check-circle text-green-400 mr-3"></i>
|
||||
<span>抖音：日流水从100万→1000万</span>
|
||||
</div>
|
||||
<div class="flex items-center">
|
||||
<i class="fas fa-check-circle text-green-400 mr-3"></i>
|
||||
<span>快手：月产增加567%</span>
|
||||
</div>
|
||||
<div class="flex items-center">
|
||||
<i class="fas fa-check-circle text-green-400 mr-3"></i>
|
||||
<span>爱奇艺：100%分成政策</span>
|
||||
</div>
|
||||
<div class="mt-4 p-3 bg-black/30 rounded">
|
||||
<div class="text-sm text-gray-300">平台支持：</div>
|
||||
<div class="flex flex-wrap gap-2 mt-2">
|
||||
<span class="badge badge-warning">流量倾斜</span>
|
||||
<span class="badge badge-warning">分账激励</span>
|
||||
<span class="badge badge-warning">IP开放</span>
|
||||
<span class="badge badge-warning">创作基金</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 产业链图谱 -->
|
||||
<div class="mb-12">
|
||||
<h2 class="text-3xl font-bold mb-6 text-center">
|
||||
<i class="fas fa-sitemap mr-2 text-purple-400"></i>产业链图谱
|
||||
</h2>
|
||||
<div class="glass-effect p-6 rounded-lg">
|
||||
<div class="mermaid">
|
||||
graph TB
|
||||
A[上游：IP与内容生产] --> B[中游：AI制作工具]
|
||||
B --> C[下游：平台分发]
|
||||
C --> D[C端：付费用户]
|
||||
|
||||
subgraph 上游
|
||||
A1[阅文集团<br/>10万IP储备]
|
||||
A2[中文在线<br/>300部计划]
|
||||
A3[欢瑞世纪<br/>AI互动影游]
|
||||
end
|
||||
|
||||
subgraph 中游
|
||||
B1[昆仑万维<br/>天工AI]
|
||||
B2[捷成股份<br/>视频技术]
|
||||
B3[兆驰股份<br/>橙星梦工厂]
|
||||
end
|
||||
|
||||
subgraph 下游
|
||||
C1[抖音<br/>日流水1000万]
|
||||
C2[快手<br/>漫剧新漫计划]
|
||||
C3[爱奇艺<br/>100%分成]
|
||||
C4[芒果超媒<br/>内容平台]
|
||||
end
|
||||
|
||||
A1 --> B
|
||||
A2 --> B
|
||||
A3 --> B
|
||||
B --> B1
|
||||
B --> B2
|
||||
B --> B3
|
||||
B1 --> C
|
||||
B2 --> C
|
||||
B3 --> C
|
||||
C --> C1
|
||||
C --> C2
|
||||
C --> C3
|
||||
C --> C4
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 股票数据表格 -->
|
||||
<div class="mb-12">
|
||||
<h2 class="text-3xl font-bold mb-6 text-center">
|
||||
<i class="fas fa-chart-line mr-2 text-green-400"></i>核心标的深度解析
|
||||
</h2>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="table table-zebra w-full glass-effect">
|
||||
<thead>
|
||||
<tr class="text-lg">
|
||||
<th>公司</th>
|
||||
<th>核心项目</th>
|
||||
<th>业务定位</th>
|
||||
<th>信息来源</th>
|
||||
<th>投资逻辑</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="hover">
|
||||
<td class="font-bold text-blue-400">中文在线</td>
|
||||
<td>
|
||||
<div class="font-semibold">AI漫剧商业化付费</div>
|
||||
<div class="badge badge-sm badge-success mt-1">爆款作品</div>
|
||||
</td>
|
||||
<td>IP+出海+工具链</td>
|
||||
<td><span class="badge badge-info">互动</span></td>
|
||||
<td>ReelShort 9月流水729万美元，市占率5.5%，全球第六。AI漫剧日充金额高速增长，可持续发展路径清晰</td>
|
||||
</tr>
|
||||
<tr class="hover">
|
||||
<td class="font-bold text-purple-400">阅文集团</td>
|
||||
<td>
|
||||
<div class="font-semibold">四大举措布局</div>
|
||||
<div class="text-sm">开放10万IP · 亿元基金</div>
|
||||
</td>
|
||||
<td>IP储备+生态扶持</td>
|
||||
<td><span class="badge badge-warning">调研</span></td>
|
||||
<td>三年目标1200部漫剧，其中200部改编自有IP。推出"漫剧助手"AIGC工具，构建开放共赢生态</td>
|
||||
</tr>
|
||||
<tr class="hover">
|
||||
<td class="font-bold text-green-400">欢瑞世纪</td>
|
||||
<td>
|
||||
<div class="font-semibold">AI漫剧布局</div>
|
||||
<div class="text-sm">《十州三境》AI短剧</div>
|
||||
</td>
|
||||
<td>AI互动影游技术</td>
|
||||
<td><span class="badge badge-secondary">调研</span></td>
|
||||
<td>与阶跃星辰深度合作，储备近10部AI漫剧。抖音账号累计播放量30亿+，内容能力验证</td>
|
||||
</tr>
|
||||
<tr class="hover">
|
||||
<td class="font-bold text-orange-400">海看股份</td>
|
||||
<td>
|
||||
<div class="font-semibold">AI漫剧市场开发</div>
|
||||
<div class="badge badge-sm badge-warning">短剧变现</div>
|
||||
</td>
|
||||
<td>探索商业边界</td>
|
||||
<td><span class="badge">半年报</span></td>
|
||||
<td>积极推进AI漫剧市场开发，探索短剧商业变现市场边界</td>
|
||||
</tr>
|
||||
<tr class="hover">
|
||||
<td class="font-bold text-pink-400">掌阅科技</td>
|
||||
<td>
|
||||
<div class="font-semibold">《焚星决》等AI漫剧</div>
|
||||
<div class="text-sm">类真人剧</div>
|
||||
</td>
|
||||
<td>内容制作</td>
|
||||
<td><span class="badge badge-info">互动</span></td>
|
||||
<td>已上线多部AI漫剧和类真人剧作品</td>
|
||||
</tr>
|
||||
<tr class="hover">
|
||||
<td class="font-bold text-cyan-400">捷成股份</td>
|
||||
<td>
|
||||
<div class="font-semibold">短剧/漫剧投入</div>
|
||||
<div class="badge badge-sm">新类型内容</div>
|
||||
</td>
|
||||
<td>视频技术迁移</td>
|
||||
<td><span class="badge">年报</span></td>
|
||||
<td>2025年针对短剧、漫剧等新类型内容加大投入</td>
|
||||
</tr>
|
||||
<tr class="hover">
|
||||
<td class="font-bold text-indigo-400">兆驰股份</td>
|
||||
<td>
|
||||
<div class="font-semibold">橙星梦工厂</div>
|
||||
<div class="badge badge-sm badge-primary">AI漫剧平台</div>
|
||||
</td>
|
||||
<td>全链路平台</td>
|
||||
<td><span class="badge">三季报</span></td>
|
||||
<td>子公司北京风行自主研发的全链路AI漫剧平台</td>
|
||||
</tr>
|
||||
<tr class="hover">
|
||||
<td class="font-bold text-yellow-400">华策影视</td>
|
||||
<td>
|
||||
<div class="font-semibold">DailyShort</div>
|
||||
<div class="text-sm">短剧/动态漫</div>
|
||||
</td>
|
||||
<td>内容聚合平台</td>
|
||||
<td><span class="badge badge-info">互动</span></td>
|
||||
<td>已上线上千部作品，包括短剧、动态漫等</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 发展路径图 -->
|
||||
<div class="mb-12">
|
||||
<h2 class="text-3xl font-bold mb-6 text-center">
|
||||
<i class="fas fa-route mr-2 text-blue-400"></i>未来发展路径
|
||||
</h2>
|
||||
<div class="glass-effect p-6 rounded-lg">
|
||||
<div class="mermaid">
|
||||
graph LR
|
||||
A[2025：产能爆发] --> B[2026：IP全链路开发]
|
||||
A --> C[2026：海外市场渗透]
|
||||
B --> D[2027：AI互动影游]
|
||||
C --> D
|
||||
D --> E[2030：元宇宙内容生态]
|
||||
|
||||
style A fill:#3b82f6
|
||||
style B fill:#8b5cf6
|
||||
style C fill:#10b981
|
||||
style D fill:#f59e0b
|
||||
style E fill:#ef4444
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 风险提示 -->
|
||||
<div class="alert alert-warning mb-12">
|
||||
<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
|
||||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" />
|
||||
</svg>
|
||||
<div>
|
||||
<h3 class="font-bold">风险提示</h3>
|
||||
<ul class="mt-2 space-y-1 text-sm">
|
||||
<li>• <span class="text-orange-300">技术风险：</span>AI生成视频需人工调试，单镜头需30次生成，人物表情不自然</li>
|
||||
<li>• <span class="text-orange-300">商业化风险：</span>用户集中于18-25岁男性(60%+)，破圈依赖爆款IP</li>
|
||||
<li>• <span class="text-orange-300">政策风险：</span>广电新规要求"剧本中心制"，低俗内容面临下架</li>
|
||||
<li>• <span class="text-orange-300">产能过剩风险：</span>各方加码布局，2025年或出现产能过剩</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 投资建议 -->
|
||||
<div class="card bg-gradient-to-r from-indigo-800 to-purple-900 shadow-xl mb-12">
|
||||
<div class="card-body">
|
||||
<h2 class="card-title text-2xl mb-4">
|
||||
<i class="fas fa-lightbulb mr-2 text-yellow-400"></i>投资启示
|
||||
</h2>
|
||||
<div class="grid md:grid-cols-3 gap-4">
|
||||
<div class="bg-black/30 p-4 rounded-lg">
|
||||
<h3 class="font-bold text-lg mb-2 text-green-400">短期看</h3>
|
||||
<p>平台政策红利期，关注分账激励效果</p>
|
||||
</div>
|
||||
<div class="bg-black/30 p-4 rounded-lg">
|
||||
<h3 class="font-bold text-lg mb-2 text-blue-400">中期看</h3>
|
||||
<p>IP储备与AI工具壁垒是核心竞争力</p>
|
||||
</div>
|
||||
<div class="bg-black/30 p-4 rounded-lg">
|
||||
<h3 class="font-bold text-lg mb-2 text-purple-400">长期看</h3>
|
||||
<p>AI交互技术升级，元宇宙内容生态</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="divider"></div>
|
||||
<div class="stat-title text-center text-lg">
|
||||
<span class="text-orange-400 font-bold">关键跟踪指标：</span>
|
||||
月产能(目标50部+) · 日流水(突破2000万) · 付费转化率(5%+)
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Footer -->
|
||||
<footer class="footer footer-center p-10 bg-black/80 text-base-content">
|
||||
<div>
|
||||
<p class="font-bold text-lg">
|
||||
AI漫剧爆发增长 · 深度解析报告
|
||||
</p>
|
||||
<p class="text-sm">数据来源：巨量引擎、各公司财报、券商研报</p>
|
||||
<p class="text-xs mt-2">投资有风险，决策需谨慎</p>
|
||||
</div>
|
||||
</footer>
|
||||
|
||||
<script>
|
||||
// Initialize Mermaid
|
||||
mermaid.initialize({
|
||||
startOnLoad: true,
|
||||
theme: 'dark',
|
||||
themeVariables: {
|
||||
primaryColor: '#3b82f6',
|
||||
primaryTextColor: '#fff',
|
||||
primaryBorderColor: '#1e40af',
|
||||
lineColor: '#6b7280',
|
||||
sectionBkgColor: '#1f2937',
|
||||
altSectionBkgColor: '#111827',
|
||||
gridColor: '#374151'
|
||||
}
|
||||
});
|
||||
|
||||
// Add animations
|
||||
document.addEventListener('DOMContentLoaded', function() {
|
||||
// Fade in animations
|
||||
const elements = document.querySelectorAll('.glass-effect');
|
||||
const observer = new IntersectionObserver((entries) => {
|
||||
entries.forEach(entry => {
|
||||
if (entry.isIntersecting) {
|
||||
entry.target.style.opacity = '0';
|
||||
entry.target.style.transform = 'translateY(20px)';
|
||||
setTimeout(() => {
|
||||
entry.target.style.transition = 'all 0.5s ease';
|
||||
entry.target.style.opacity = '1';
|
||||
entry.target.style.transform = 'translateY(0)';
|
||||
}, 100);
|
||||
// Cost Reduction Chart
|
||||
var costReductionChart = echarts.init(document.getElementById('costReductionChart'));
|
||||
var costReductionOption = {
|
||||
backgroundColor: 'transparent',
|
||||
tooltip: {
|
||||
trigger: 'item',
|
||||
formatter: '{a} <br/>{b} : {c} 元/分钟',
|
||||
backgroundColor: 'rgba(0, 0, 0, 0.7)',
|
||||
borderColor: '#555',
|
||||
textStyle: { color: '#fff' }
|
||||
},
|
||||
legend: {
|
||||
data: ['传统动态漫', 'AI漫剧'],
|
||||
textStyle: { color: '#ccc' },
|
||||
top: '5%'
|
||||
},
|
||||
series: [
|
||||
{
|
||||
name: '制作成本',
|
||||
type: 'pie',
|
||||
radius: ['40%', '70%'],
|
||||
avoidLabelOverlap: false,
|
||||
label: { show: false, position: 'center' },
|
||||
emphasis: {
|
||||
label: {
|
||||
show: true,
|
||||
fontSize: '20',
|
||||
fontWeight: 'bold',
|
||||
formatter: '{b}\n{d}%',
|
||||
color: '#fff'
|
||||
}
|
||||
},
|
||||
labelLine: { show: false },
|
||||
data: [
|
||||
{ value: 30000, name: '传统动态漫', itemStyle: { color: '#c23531' } },
|
||||
{ value: 1000, name: 'AI漫剧', itemStyle: { color: '#61a0a8' } }
|
||||
],
|
||||
itemStyle: {
|
||||
borderRadius: 10,
|
||||
borderColor: '#020010',
|
||||
borderWidth: 2
|
||||
}
|
||||
});
|
||||
});
|
||||
}
|
||||
]
|
||||
};
|
||||
costReductionChart.setOption(costReductionOption);
|
||||
|
||||
elements.forEach(element => {
|
||||
observer.observe(element);
|
||||
});
|
||||
window.addEventListener('resize', function () {
|
||||
marketSizeChart.resize();
|
||||
costReductionChart.resize();
|
||||
});
|
||||
</script>
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user