918 lines
52 KiB
HTML
918 lines
52 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>传媒出海 - 行业洞察与投资分析</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.css" rel="stylesheet">
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<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #1a1c3d 0%, #2d3561 100%);
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min-height: 100vh;
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color: #e2e8f0;
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}
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.gradient-text {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.card-custom {
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background: rgba(30, 41, 59, 0.7);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(148, 163, 184, 0.1);
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transition: all 0.3s ease;
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}
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.card-custom:hover {
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transform: translateY(-5px);
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box-shadow: 0 20px 25px -5px rgba(0, 0, 0, 0.3);
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position: relative;
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.timeline-dot::before {
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content: '';
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position: absolute;
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left: 50%;
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transform: translateX(-50%);
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width: 16px;
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height: 16px;
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background: #667eea;
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border-radius: 50%;
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top: 50%;
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transform: translate(-50%, -50%);
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}
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.table-container {
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overflow-x: auto;
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}
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@keyframes float {
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0% { transform: translateY(0px); }
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50% { transform: translateY(-10px); }
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100% { transform: translateY(0px); }
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}
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.float-animation {
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animation: float 3s ease-in-out infinite;
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.progress-bar-custom {
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background: linear-gradient(90deg, #667eea 0%, #764ba2 100%);
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.badge-gradient {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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.mermaid {
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background: rgba(30, 41, 59, 0.5);
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border-radius: 8px;
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padding: 20px;
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}
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</style>
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</head>
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<body>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">传媒出海</h1>
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<p class="text-xl text-gray-300 mb-2">行业洞察与投资分析</p>
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<div class="w-24 h-1 bg-gradient-to-r from-purple-500 to-indigo-500 mx-auto rounded-full"></div>
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</div>
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<!-- 概念事件 -->
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<div class="card-custom rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-calendar-alt mr-3 text-purple-400"></i>
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概念事件
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</h2>
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<div class="mb-6">
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<h3 class="text-lg font-semibold mb-4 text-purple-300">时间轴梳理</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="timeline-dot mr-4 mt-1"></div>
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<div class="flex-1">
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<div class="flex items-center mb-1">
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<span class="font-semibold text-purple-300">2024年8月</span>
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<span class="ml-2 px-2 py-1 bg-purple-900 text-purple-200 text-xs rounded-full">政策红利</span>
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</div>
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<p class="text-gray-300">版号发放量创2019年新高（<span class="text-green-400 font-semibold">8月单月版号数量同比+37%</span>），政策明确支持文化出海，游戏出海成为政策红利核心赛道。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="timeline-dot mr-4 mt-1"></div>
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<div class="flex-1">
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<div class="flex items-center mb-1">
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<span class="font-semibold text-purple-300">2024年10月</span>
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<span class="ml-2 px-2 py-1 bg-green-900 text-green-200 text-xs rounded-full">数据爆发</span>
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</div>
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<p class="text-gray-300">短剧出海数据爆发——<span class="text-green-400 font-semibold">ReelShort平台Q3净流水6320万美元（环比+47%，同比+327%）</span>，美国市场占比65%，成为现象级产品。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="timeline-dot mr-4 mt-1"></div>
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<div class="flex-1">
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<div class="flex items-center mb-1">
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<span class="font-semibold text-purple-300">2024年11月</span>
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<span class="ml-2 px-2 py-1 bg-blue-900 text-blue-200 text-xs rounded-full">国家战略</span>
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</div>
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<p class="text-gray-300">国家层面强调"文化强国"战略，政治局会议提出"构建国际传播体系"，文化出海升级为国家级战略。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="timeline-dot mr-4 mt-1"></div>
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<div class="flex-1">
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<div class="flex items-center mb-1">
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<span class="font-semibold text-purple-300">2025年2月</span>
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<span class="ml-2 px-2 py-1 bg-yellow-900 text-yellow-200 text-xs rounded-full">市场验证</span>
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</div>
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<p class="text-gray-300">赤子城科技年报显示<span class="text-green-400 font-semibold">海外社交业务收入46.3亿元（+58%）</span>，中东北非市场验证中国内容社交模式的全球化可行性。</p>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-lg font-semibold mb-4 text-purple-300">催化事件</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-gradient-to-br from-blue-900/30 to-blue-800/30 p-4 rounded-lg border border-blue-700/30">
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<div class="flex items-center mb-2">
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<i class="fas fa-landmark text-blue-400 mr-2"></i>
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<h4 class="font-semibold text-blue-300">政策端</h4>
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</div>
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<p class="text-sm text-gray-300">2024年三中全会明确"文化自信"与"国际传播体系"建设，文化出海从企业行为升级为政策驱动。</p>
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</div>
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<div class="bg-gradient-to-br from-green-900/30 to-green-800/30 p-4 rounded-lg border border-green-700/30">
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<div class="flex items-center mb-2">
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<i class="fas fa-microchip text-green-400 mr-2"></i>
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<h4 class="font-semibold text-green-300">技术端</h4>
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</div>
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<p class="text-sm text-gray-300">AI文生视频（如微度Q1模型成本降至<span class="text-green-400 font-semibold">0.33元/秒</span>）大幅降低内容出海成本，推动短剧、游戏本地化效率提升。</p>
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</div>
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<div class="bg-gradient-to-br from-purple-900/30 to-purple-800/30 p-4 rounded-lg border border-purple-700/30">
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<div class="flex items-center mb-2">
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<i class="fas fa-shopping-cart text-purple-400 mr-2"></i>
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<h4 class="font-semibold text-purple-300">市场端</h4>
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</div>
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<p class="text-sm text-gray-300">TikTok Shop 2024年GMV预计达<span class="text-green-400 font-semibold">200亿美元</span>，中国"四小龙"验证跨境电商+内容出海的协同模式。</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card-custom rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-lightbulb mr-3 text-yellow-400"></i>
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核心观点摘要
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</h2>
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<div class="bg-gradient-to-r from-yellow-900/20 to-orange-900/20 p-6 rounded-lg border-l-4 border-yellow-500 mb-6">
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<div class="flex items-start">
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<i class="fas fa-quote-left text-yellow-400 text-2xl mr-4 mt-1"></i>
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<div>
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<p class="text-lg font-semibold mb-2">阶段判断</p>
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<p class="text-gray-300">传媒出海已从"政策红利期"进入"商业化验证期"，<span class="text-yellow-400 font-semibold">游戏、短剧、IP衍生品</span>三大赛道形成闭环，2025年将是"规模化盈利元年"。</p>
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</div>
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</div>
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</div>
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<div class="bg-gradient-to-r from-purple-900/20 to-indigo-900/20 p-6 rounded-lg border-l-4 border-purple-500">
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<div class="flex items-start">
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<i class="fas fa-rocket text-purple-400 text-2xl mr-4 mt-1"></i>
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<div>
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<p class="text-lg font-semibold mb-2">核心驱动力</p>
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<p class="text-gray-300">政策（文化强国战略）+技术（AI降本增效）+需求（Z世代全球消费力<span class="text-green-400 font-semibold">12.6万亿美元</span>），三重共振推动从"产品出海"到"品牌出海"的质变。</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="card-custom rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-brain mr-3 text-indigo-400"></i>
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核心逻辑与市场认知分析
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</h2>
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<div class="mb-8">
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<h3 class="text-lg font-semibold mb-4 text-indigo-300">核心驱动力</h3>
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<div class="overflow-x-auto">
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<table class="w-full">
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<thead>
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<tr class="border-b border-gray-700">
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<th class="text-left py-3 px-4 text-indigo-300">维度</th>
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<th class="text-left py-3 px-4 text-indigo-300">逻辑</th>
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<th class="text-left py-3 px-4 text-indigo-300">数据支撑</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-gray-800">
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<td class="py-3 px-4 font-semibold text-purple-300">政策</td>
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<td class="py-3 px-4 text-gray-300">文化出海纳入国家战略，版号发放倾斜+税收优惠</td>
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<td class="py-3 px-4 text-gray-300">2024年游戏版号<span class="text-green-400">同比+37%</span>，跨境电商综试区<span class="text-green-400">165个</span>免征增值税</td>
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</tr>
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<tr class="border-b border-gray-800">
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<td class="py-3 px-4 font-semibold text-green-300">技术</td>
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<td class="py-3 px-4 text-gray-300">AI工具链成熟（翻译、配音、视频生成），内容生产成本下降<span class="text-green-400">50%+</span></td>
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<td class="py-3 px-4 text-gray-300">微度Q1模型成本<span class="text-green-400">0.33元/秒</span>，ReelShort短剧制作周期从3个月压缩至2周</td>
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</tr>
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<tr>
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<td class="py-3 px-4 font-semibold text-blue-300">需求</td>
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<td class="py-3 px-4 text-gray-300">Z世代全球消费力爆发，东南亚/中东电商渗透率<30%</td>
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<td class="py-3 px-4 text-gray-300">2030年Z世代消费支出<span class="text-green-400">12.6万亿美元</span>，TikTok美国月活<span class="text-green-400">1.7亿</span></td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold mb-4 text-indigo-300">市场热度与情绪</h3>
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<div class="space-y-4">
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<div class="bg-gray-800/50 p-4 rounded-lg">
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<div class="flex items-center justify-between mb-2">
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<span class="font-semibold text-gray-300">研报密集度</span>
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<span class="px-2 py-1 bg-red-900 text-red-200 text-xs rounded-full">高热度</span>
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</div>
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<p class="text-sm text-gray-300">2024年10-11月，<span class="text-green-400 font-semibold">15家券商</span>发布文化出海专题报告，提及标的<span class="text-green-400 font-semibold">超50家</span>，热度创2021年以来新高。</p>
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</div>
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<div class="bg-gray-800/50 p-4 rounded-lg">
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<div class="flex items-center justify-between mb-2">
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<span class="font-semibold text-gray-300">情绪分化</span>
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<div class="flex space-x-2">
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<span class="px-2 py-1 bg-green-900 text-green-200 text-xs rounded-full">乐观</span>
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<span class="px-2 py-1 bg-yellow-900 text-yellow-200 text-xs rounded-full">谨慎</span>
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</div>
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</div>
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<div class="space-y-2 text-sm">
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<div class="flex items-start">
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<i class="fas fa-arrow-up text-green-400 mt-1 mr-2"></i>
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<p class="text-gray-300"><span class="text-green-400">乐观方</span>：认为"中国模式"可复制（如Temu复刻拼多多低价策略，Shein快时尚DTC）。</p>
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</div>
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<div class="flex items-start">
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<i class="fas fa-minus text-yellow-400 mt-1 mr-2"></i>
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<p class="text-gray-300"><span class="text-yellow-400">谨慎方</span>：担忧地缘政治（如TikTok美国封禁风险）、文化折扣（如武侠题材欧美接受度低）。</p>
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||
</div>
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||
</div>
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||
</div>
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||
</div>
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||
</div>
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<div>
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<h3 class="text-lg font-semibold mb-4 text-indigo-300">预期差分析</h3>
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||
<div class="overflow-x-auto">
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||
<table class="w-full text-sm">
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<thead>
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||
<tr class="border-b border-gray-700">
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<th class="text-left py-2 px-3 text-indigo-300">市场预期</th>
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<th class="text-left py-2 px-3 text-indigo-300">实际验证</th>
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<th class="text-left py-2 px-3 text-indigo-300">预期差来源</th>
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</tr>
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||
</thead>
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<tbody>
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<tr class="border-b border-gray-800">
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<td class="py-2 px-3 text-gray-300">"短剧出海=低门槛流量生意"</td>
|
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<td class="py-2 px-3 text-gray-300">ReelShort<span class="text-green-400">净利率35%</span>（高于国内长视频平台），但<span class="text-red-400">获客成本$3.2/用户</span></td>
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<td class="py-2 px-3 text-gray-300">流量红利消退，买量成本被低估</td>
|
||
</tr>
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||
<tr>
|
||
<td class="py-2 px-3 text-gray-300">"游戏出海依赖大厂"</td>
|
||
<td class="py-2 px-3 text-gray-300">中小厂商《寒霜启示录》流水<span class="text-green-400">超10亿元</span>，SLG品类<span class="text-green-400">中小厂商占比60%</span></td>
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<td class="py-2 px-3 text-gray-300">市场忽略轻量化玩法+本地化运营优势</td>
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||
</tr>
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||
</tbody>
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||
</table>
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||
</div>
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||
</div>
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||
</div>
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</div>
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||
<!-- 关键催化剂与未来发展路径 -->
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<div class="card-custom rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-fire mr-3 text-orange-400"></i>
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关键催化剂与未来发展路径
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</h2>
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<div class="mb-8">
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<h3 class="text-lg font-semibold mb-4 text-orange-300">近期催化剂（3-6个月）</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-gradient-to-br from-orange-900/30 to-red-900/30 p-4 rounded-lg border border-orange-700/30">
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<div class="flex items-center mb-3">
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<i class="fas fa-file-contract text-orange-400 text-xl mr-2"></i>
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<h4 class="font-semibold text-orange-300">政策落地</h4>
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</div>
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<p class="text-sm text-gray-300">2025年Q1《文化出海税收优惠细则》出台，预计游戏/影视出口退税<span class="text-green-400 font-semibold">提升5-8pct</span>。</p>
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</div>
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<div class="bg-gradient-to-br from-blue-900/30 to-indigo-900/30 p-4 rounded-lg border border-blue-700/30">
|
||
<div class="flex items-center mb-3">
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<i class="fas fa-gamepad text-blue-400 text-xl mr-2"></i>
|
||
<h4 class="font-semibold text-blue-300">产品上线</h4>
|
||
</div>
|
||
<ul class="text-sm text-gray-300 space-y-1">
|
||
<li>• 完美世界《诛仙世界》国际版（欧美市场）2025年3月公测，预注册量<span class="text-green-400 font-semibold">200万+</span></li>
|
||
<li>• 中文在线《ReelShort 2.0》上线AI互动短剧，内测用户付费率<span class="text-green-400 font-semibold">18%</span>（vs 1.0版12%）</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-green-900/30 to-emerald-900/30 p-4 rounded-lg border border-green-700/30">
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-microchip text-green-400 text-xl mr-2"></i>
|
||
<h4 class="font-semibold text-green-300">技术突破</h4>
|
||
</div>
|
||
<p class="text-sm text-gray-300">字节跳动"扣子"平台集成MCP协议，AI生成内容可直接投放TikTok广告，<span class="text-green-400 font-semibold">降低本地化成本30%</span>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-orange-300">长期路径（2025-2027）</h3>
|
||
<div class="mermaid">
|
||
<div class="flex flex-col md:flex-row items-center justify-center space-y-4 md:space-y-0 md:space-x-8">
|
||
<div class="text-center">
|
||
<div class="w-24 h-24 rounded-full bg-gradient-to-br from-purple-600 to-indigo-600 flex items-center justify-center mx-auto mb-2 float-animation">
|
||
<span class="text-white font-bold text-sm">2025<br>规模化盈利</span>
|
||
</div>
|
||
<div class="text-xs text-gray-400 space-y-1">
|
||
<div class="bg-gray-800 px-2 py-1 rounded">游戏: SLG+小游戏</div>
|
||
<div class="bg-gray-800 px-2 py-1 rounded">短剧: 翻译+原创</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="hidden md:block text-gray-500">
|
||
<i class="fas fa-arrow-right text-2xl"></i>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="w-24 h-24 rounded-full bg-gradient-to-br from-blue-600 to-cyan-600 flex items-center justify-center mx-auto mb-2 float-animation" style="animation-delay: 0.5s">
|
||
<span class="text-white font-bold text-sm">2026<br>品牌出海</span>
|
||
</div>
|
||
<div class="text-xs text-gray-400">
|
||
<div class="bg-gray-800 px-2 py-1 rounded">IP衍生品: 泡泡玛特<br>海外门店500家</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="hidden md:block text-gray-500">
|
||
<i class="fas fa-arrow-right text-2xl"></i>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="w-24 h-24 rounded-full bg-gradient-to-br from-green-600 to-emerald-600 flex items-center justify-center mx-auto mb-2 float-animation" style="animation-delay: 1s">
|
||
<span class="text-white font-bold text-sm">2027<br>生态出海</span>
|
||
</div>
|
||
<div class="text-xs text-gray-400">
|
||
<div class="bg-gray-800 px-2 py-1 rounded">技术输出: AI工具链<br>SaaS化</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="card-custom rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-sitemap mr-3 text-teal-400"></i>
|
||
产业链与核心公司深度剖析
|
||
</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-lg font-semibold mb-4 text-teal-300">产业链图谱</h3>
|
||
<div class="flex flex-col md:flex-row justify-around items-center space-y-4 md:space-y-0">
|
||
<div class="text-center">
|
||
<div class="w-20 h-20 rounded-full bg-gradient-to-br from-purple-600 to-pink-600 flex items-center justify-center mx-auto mb-2">
|
||
<i class="fas fa-book text-white text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-purple-300 mb-2">上游</h4>
|
||
<p class="text-sm text-gray-300">IP/内容<br><span class="text-purple-400">阅文集团、上海电影</span></p>
|
||
</div>
|
||
|
||
<div class="hidden md:block text-gray-500">
|
||
<i class="fas fa-arrow-right"></i>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="w-20 h-20 rounded-full bg-gradient-to-br from-blue-600 to-cyan-600 flex items-center justify-center mx-auto mb-2">
|
||
<i class="fas fa-film text-white text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-blue-300 mb-2">中游</h4>
|
||
<p class="text-sm text-gray-300">制作/分发<br><span class="text-blue-400">神州泰岳、三七互娱、中文在线</span></p>
|
||
</div>
|
||
|
||
<div class="hidden md:block text-gray-500">
|
||
<i class="fas fa-arrow-right"></i>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="w-20 h-20 rounded-full bg-gradient-to-br from-green-600 to-emerald-600 flex items-center justify-center mx-auto mb-2">
|
||
<i class="fas fa-store text-white text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-green-300 mb-2">下游</h4>
|
||
<p class="text-sm text-gray-300">渠道/支付<br><span class="text-green-400">TikTok Shop、易点天下、蓝色光标</span></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-teal-300">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-teal-300">公司</th>
|
||
<th class="text-left py-3 px-4 text-teal-300">赛道</th>
|
||
<th class="text-left py-3 px-4 text-teal-300">核心优势</th>
|
||
<th class="text-left py-3 px-4 text-teal-300">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold text-purple-300">神州泰岳</td>
|
||
<td class="py-3 px-4 text-gray-300">游戏</td>
|
||
<td class="py-3 px-4 text-gray-300">SLG品类龙头，北美流水占比<span class="text-green-400 font-semibold">72%</span></td>
|
||
<td class="py-3 px-4 text-gray-300">依赖单一品类，买量成本上升</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">中文在线</td>
|
||
<td class="py-3 px-4 text-gray-300">短剧</td>
|
||
<td class="py-3 px-4 text-gray-300">ReelShort市占率<span class="text-green-400 font-semibold">52%</span>，AI降本</td>
|
||
<td class="py-3 px-4 text-gray-300">内容同质化，监管趋严</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold text-green-300">泡泡玛特</td>
|
||
<td class="py-3 px-4 text-gray-300">IP</td>
|
||
<td class="py-3 px-4 text-gray-300">海外毛利率<span class="text-green-400 font-semibold">85%</span>（vs国内60%）</td>
|
||
<td class="py-3 px-4 text-gray-300">东南亚门店扩张不及预期</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-yellow-300">易点天下</td>
|
||
<td class="py-3 px-4 text-gray-300">营销</td>
|
||
<td class="py-3 px-4 text-gray-300">TikTok核心代理，<span class="text-green-400 font-semibold">87%收入来自海外</span></td>
|
||
<td class="py-3 px-4 text-gray-300">平台政策变动（如TikTok封禁）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-gradient-to-br from-green-900/30 to-emerald-900/30 p-4 rounded-lg border border-green-700/30">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-check-circle text-green-400 mr-2"></i>
|
||
<h4 class="font-semibold text-green-300">验证</h4>
|
||
</div>
|
||
<p class="text-sm text-gray-300">赤子城科技2024年社交电商利润<span class="text-green-400 font-semibold">+600%</span>，印证"内容+电商"出海闭环成立。</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-red-900/30 to-pink-900/30 p-4 rounded-lg border border-red-700/30">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-times-circle text-red-400 mr-2"></i>
|
||
<h4 class="font-semibold text-red-300">证伪</h4>
|
||
</div>
|
||
<p class="text-sm text-gray-300">某研报称"小游戏出海将替代APP"，但数据显<span class="text-red-400 font-semibold">小游戏流水占比仅8%</span>（2024年），替代逻辑被证伪。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card-custom rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-red-400"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-red-300">风险类型</th>
|
||
<th class="text-left py-3 px-4 text-red-300">具体表现</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold text-purple-300">技术</td>
|
||
<td class="py-3 px-4 text-gray-300">AI生成内容版权争议（如ReelShort被诉抄袭《甄嬛传》片段）</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">商业化</td>
|
||
<td class="py-3 px-4 text-gray-300">中东市场ARPU值<span class="text-red-400 font-semibold">$1.2</span>（vs美国$8.5），盈利模型需重构</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold text-yellow-300">政策</td>
|
||
<td class="py-3 px-4 text-gray-300">欧盟DSA法案要求游戏分成降至<span class="text-red-400 font-semibold">17%</span>，压缩中小厂商利润</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-green-300">信息矛盾</td>
|
||
<td class="py-3 px-4 text-gray-300">路演称"小游戏出海爆发"，但伽马数据显示<span class="text-red-400 font-semibold">2024年小游戏流水占比仅8%</span>（口径差异：小游戏=APP内嵌，非独立APP）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card-custom rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-chart-line mr-3 text-green-400"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="bg-gradient-to-r from-green-900/20 to-emerald-900/20 p-6 rounded-lg border-l-4 border-green-500 mb-6">
|
||
<div class="flex items-start">
|
||
<i class="fas fa-trophy text-green-400 text-2xl mr-4 mt-1"></i>
|
||
<div>
|
||
<p class="text-lg font-semibold mb-2">阶段判断</p>
|
||
<p class="text-gray-300">传媒出海已从"主题炒作"进入"基本面驱动"，<span class="text-green-400 font-semibold">2025年Q1财报</span>将是分水岭（关注<span class="text-green-400 font-semibold">海外收入占比>50%</span>的公司）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold mb-4 text-green-300">高价值细分</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-gradient-to-br from-purple-900/30 to-indigo-900/30 p-4 rounded-lg border border-purple-700/30">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-gamepad text-purple-400 mr-2"></i>
|
||
<h4 class="font-semibold text-purple-300">游戏出海</h4>
|
||
</div>
|
||
<p class="text-sm text-gray-300 mb-2">SLG+小游戏组合（<span class="text-green-400 font-semibold">神州泰岳+恺英网络</span>），受益于欧美市场复苏。</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-blue-900/30 to-cyan-900/30 p-4 rounded-lg border border-blue-700/30">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-box text-blue-400 mr-2"></i>
|
||
<h4 class="font-semibold text-blue-300">IP衍生品</h4>
|
||
</div>
|
||
<p class="text-sm text-gray-300 mb-2">泡泡玛特"东南亚复制"模式，单店模型验证后<span class="text-green-400 font-semibold">PS估值可修复至15x</span>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-green-300">关键跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-gray-800/50 p-4 rounded-lg">
|
||
<div class="flex items-center justify-between mb-2">
|
||
<span class="font-semibold text-gray-300">ReelShort DAU</span>
|
||
<span class="text-sm text-gray-400">若<span class="text-green-400 font-semibold">>500万</span>且<span class="text-green-400 font-semibold">次月留存>40%</span>，验证短剧用户粘性</span>
|
||
</div>
|
||
<div class="w-full bg-gray-700 rounded-full h-2">
|
||
<div class="progress-bar-custom h-2 rounded-full" style="width: 65%"></div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-gray-800/50 p-4 rounded-lg">
|
||
<div class="flex items-center justify-between mb-2">
|
||
<span class="font-semibold text-gray-300">赤子城科技中东收入</span>
|
||
<span class="text-sm text-gray-400">若<span class="text-green-400 font-semibold">2025Q1环比+30%</span>，确认高ARPU市场突破</span>
|
||
</div>
|
||
<div class="w-full bg-gray-700 rounded-full h-2">
|
||
<div class="progress-bar-custom h-2 rounded-full" style="width: 45%"></div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-gradient-to-r from-yellow-900/20 to-orange-900/20 p-6 rounded-lg border-l-4 border-yellow-500">
|
||
<div class="flex items-start">
|
||
<i class="fas fa-quote-right text-yellow-400 text-2xl mr-4 mt-1"></i>
|
||
<div>
|
||
<p class="text-lg font-semibold mb-2 text-yellow-300">一句话总结</p>
|
||
<p class="text-gray-300">传媒出海不是"中国故事"的简单翻译，而是<span class="text-yellow-400 font-semibold">技术降本+文化适配+渠道卡位</span>的三重博弈，赢家将诞生于<span class="text-yellow-400 font-semibold">"能赚钱"而非"会讲故事"</span>的公司。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card-custom rounded-xl p-6">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-table mr-3 text-cyan-400"></i>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<div class="table-container">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-cyan-300">股票</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">分类</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">行业</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">项目</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">产业链/地区</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">海外收入(亿元)</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">境外收入占比</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">投资理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-purple-300">易点天下</td>
|
||
<td class="py-3 px-4 text-gray-300">营销</td>
|
||
<td class="py-3 px-4 text-gray-300">互联网广告</td>
|
||
<td class="py-3 px-4 text-gray-300">效果广告服务</td>
|
||
<td class="py-3 px-4 text-gray-300">广告代理</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">18.75</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">87.49%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">业务主要以美元结算，在Facebook、Google、TikTok等媒体开展效果广告服务</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-purple-300">智度股份</td>
|
||
<td class="py-3 px-4 text-gray-300">营销</td>
|
||
<td class="py-3 px-4 text-gray-300">互联网媒体</td>
|
||
<td class="py-3 px-4 text-gray-300">流量入口</td>
|
||
<td class="py-3 px-4 text-gray-300">广告代理</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">8.73</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">29.82%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">互联网媒体业务主要面向北美地区，包括PC端流量入口（以SPE公司为主）和移动端流量入口（以PM、EET公司为主）业务</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-purple-300">省广集团</td>
|
||
<td class="py-3 px-4 text-gray-300">营销</td>
|
||
<td class="py-3 px-4 text-gray-300">广告代理</td>
|
||
<td class="py-3 px-4 text-gray-300">境外媒体广告代理</td>
|
||
<td class="py-3 px-4 text-gray-300">广告代理</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">35.91</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">21.54%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">境外媒体广告代理业务</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-purple-300">分众传媒</td>
|
||
<td class="py-3 px-4 text-gray-300">营销</td>
|
||
<td class="py-3 px-4 text-gray-300">梯媒广告</td>
|
||
<td class="py-3 px-4 text-gray-300">东南亚梯媒业务</td>
|
||
<td class="py-3 px-4 text-gray-300">韩国、越南</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">9.73</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">8.17%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">审计报告未具体披露境外业务收入，划分在"其他地区"的收入为9.73亿元。公司在韩国及以越南为首的东南亚国家开展梯媒业务</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">焦点科技</td>
|
||
<td class="py-3 px-4 text-gray-300">服务出海</td>
|
||
<td class="py-3 px-4 text-gray-300">B2B电商</td>
|
||
<td class="py-3 px-4 text-gray-300">中国制造网</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">0.76</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">4.96%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">运营出海B2B电商平台中国制造网，表现海外收入占比不高，但实质帮助国内企业出海</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">米奥会展</td>
|
||
<td class="py-3 px-4 text-gray-300">服务出海</td>
|
||
<td class="py-3 px-4 text-gray-300">会展服务</td>
|
||
<td class="py-3 px-4 text-gray-300">海外展会</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">0.01</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">0.13%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">海外展会，主要为国内企业出海服务</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">蓝色光标</td>
|
||
<td class="py-3 px-4 text-gray-300">服务出海</td>
|
||
<td class="py-3 px-4 text-gray-300">广告代理</td>
|
||
<td class="py-3 px-4 text-gray-300">海外媒体代理</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-400">-</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">0.00%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">公司未按地区划分收入来源，但公司是Facebook、Bing等媒体的国内代理</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-green-300">神州泰岳</td>
|
||
<td class="py-3 px-4 text-gray-300">游戏出海</td>
|
||
<td class="py-3 px-4 text-gray-300">游戏</td>
|
||
<td class="py-3 px-4 text-gray-300">SLG游戏</td>
|
||
<td class="py-3 px-4 text-gray-300">北美</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">43.48</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">72.93%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">海外SLG游戏《旭日之城》《战火与秩序》主攻北美市场</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-green-300">宝通科技</td>
|
||
<td class="py-3 px-4 text-gray-300">游戏出海</td>
|
||
<td class="py-3 px-4 text-gray-300">游戏</td>
|
||
<td class="py-3 px-4 text-gray-300">出海游戏</td>
|
||
<td class="py-3 px-4 text-gray-300">日本</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">24.01</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">65.68%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">出海游戏《马赛克英雄》等在日本地区受欢迎</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-green-300">游族网络</td>
|
||
<td class="py-3 px-4 text-gray-300">游戏出海</td>
|
||
<td class="py-3 px-4 text-gray-300">游戏</td>
|
||
<td class="py-3 px-4 text-gray-300">《少年》系列、《权力的游戏》系列</td>
|
||
<td class="py-3 px-4 text-gray-300">日韩/东南亚/欧美</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">10.31</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">63.41%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">《少年》系列与《权力的游戏》系列在日韩/东南亚/欧美发行</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-green-300">掌趣科技</td>
|
||
<td class="py-3 px-4 text-gray-300">游戏出海</td>
|
||
<td class="py-3 px-4 text-gray-300">游戏</td>
|
||
<td class="py-3 px-4 text-gray-300">《全民奇迹2》《一拳超人》《拳皇98终极之战OL》</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">4.98</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">50.75%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">上述游戏海外发行收入</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-green-300">富春股份</td>
|
||
<td class="py-3 px-4 text-gray-300">游戏出海</td>
|
||
<td class="py-3 px-4 text-gray-300">游戏</td>
|
||
<td class="py-3 px-4 text-gray-300">《仙境传说RO：新时代的诞生》</td>
|
||
<td class="py-3 px-4 text-gray-300">港澳台、东南亚、韩国</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">1.54</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">46.48%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">该游戏已在港澳台、东南亚、韩国等海外地区发行</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-green-300">世纪华通</td>
|
||
<td class="py-3 px-4 text-gray-300">游戏出海</td>
|
||
<td class="py-3 px-4 text-gray-300">游戏</td>
|
||
<td class="py-3 px-4 text-gray-300">《寒霜启示录》</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">61.15</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">46.03%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">旗下点点互动为国内手游出海公司第一名，主要产品为《寒霜启示录》</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-green-300">三七互娱</td>
|
||
<td class="py-3 px-4 text-gray-300">游戏出海</td>
|
||
<td class="py-3 px-4 text-gray-300">游戏</td>
|
||
<td class="py-3 px-4 text-gray-300">《Puzzle&Survival》等SLG融合游戏</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">58.07</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">35.10%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">SLG融合游戏出海收入</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-green-300">冰川网络</td>
|
||
<td class="py-3 px-4 text-gray-300">游戏出海</td>
|
||
<td class="py-3 px-4 text-gray-300">游戏</td>
|
||
<td class="py-3 px-4 text-gray-300">《X-hero》《Hero Clash》</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">8.14</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">29.25%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">游戏海外发行收入</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-green-300">盛天网络</td>
|
||
<td class="py-3 px-4 text-gray-300">游戏出海</td>
|
||
<td class="py-3 px-4 text-gray-300">游戏</td>
|
||
<td class="py-3 px-4 text-gray-300">《三国志战略版》</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">2.97</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">22.38%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">海外发行收入分成</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-green-300">中文传媒</td>
|
||
<td class="py-3 px-4 text-gray-300">游戏出海</td>
|
||
<td class="py-3 px-4 text-gray-300">游戏</td>
|
||
<td class="py-3 px-4 text-gray-300">智明星通自研游戏</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">13.35</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">13.24%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">旗下游戏公司智明星通主要在境外开展业务，包括COK、TWD等自研游戏，及游戏海外发行业务，2023年收入13.35亿元</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-yellow-300">万兴科技</td>
|
||
<td class="py-3 px-4 text-gray-300">娱乐/工具APP出海</td>
|
||
<td class="py-3 px-4 text-gray-300">创意软件</td>
|
||
<td class="py-3 px-4 text-gray-300">Filmora等创意编辑软件</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">13.5</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">91.19%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">旗下Filmora等创意编辑软件主要面向海外用户</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-yellow-300">昆仑万维</td>
|
||
<td class="py-3 px-4 text-gray-300">娱乐/工具APP出海</td>
|
||
<td class="py-3 px-4 text-gray-300">互联网平台</td>
|
||
<td class="py-3 px-4 text-gray-300">Opera浏览器、StarMaker社交平台</td>
|
||
<td class="py-3 px-4 text-gray-300">欧美</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">42.27</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">85.99%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">浏览器Opera、社交平台StarMaker均面向海外，并布局AI游戏、AI音乐、AI短剧等出海应用</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-yellow-300">汤姆猫</td>
|
||
<td class="py-3 px-4 text-gray-300">娱乐/工具APP出海</td>
|
||
<td class="py-3 px-4 text-gray-300">娱乐应用</td>
|
||
<td class="py-3 px-4 text-gray-300">汤姆猫系列产品</td>
|
||
<td class="py-3 px-4 text-gray-300">欧美</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">10.81</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">80.18%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">汤姆猫系列产品覆盖众多欧美国家</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-yellow-300">中文在线</td>
|
||
<td class="py-3 px-4 text-gray-300">娱乐/工具APP出海</td>
|
||
<td class="py-3 px-4 text-gray-300">短剧应用</td>
|
||
<td class="py-3 px-4 text-gray-300">Reelshort、Sereall+</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">1.3</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">9.26%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">海外短剧应用Reelshort、Sereall+等</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-orange-300">星辉娱乐</td>
|
||
<td class="py-3 px-4 text-gray-300">实体产品出海</td>
|
||
<td class="py-3 px-4 text-gray-300">玩具制造</td>
|
||
<td class="py-3 px-4 text-gray-300">车模与婴童产品</td>
|
||
<td class="py-3 px-4 text-gray-300">120多个国家和地区</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">13.37</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">77.14%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">玩具业务以出口为主，车模与婴童产品销售至120多个国家和地区</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-orange-300">奥飞娱乐</td>
|
||
<td class="py-3 px-4 text-gray-300">实体产品出海</td>
|
||
<td class="py-3 px-4 text-gray-300">婴童用品</td>
|
||
<td class="py-3 px-4 text-gray-300">Babytrend品牌</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">13.79</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">50.34%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">婴童用品Babytrend品牌的销售</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-orange-300">泡泡玛特</td>
|
||
<td class="py-3 px-4 text-gray-300">实体产品出海</td>
|
||
<td class="py-3 px-4 text-gray-300">潮流玩具</td>
|
||
<td class="py-3 px-4 text-gray-300">潮流玩具</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">10.66</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">16.90%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">潮流玩具出海</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-orange-300">新经典</td>
|
||
<td class="py-3 px-4 text-gray-300">实体产品出海</td>
|
||
<td class="py-3 px-4 text-gray-300">出版</td>
|
||
<td class="py-3 px-4 text-gray-300">Astra Publishing House</td>
|
||
<td class="py-3 px-4 text-gray-300">美国</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">1.35</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">15.03%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">美国子公司Astra Publishing House，科幻、文学、童书等出版物</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-red-300">万达电影</td>
|
||
<td class="py-3 px-4 text-gray-300">影视公司</td>
|
||
<td class="py-3 px-4 text-gray-300">影院经营</td>
|
||
<td class="py-3 px-4 text-gray-300">澳洲影院</td>
|
||
<td class="py-3 px-4 text-gray-300">澳洲</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">32.07</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">21.94%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">在澳洲经营影院，旗下Hoyts是澳洲第二大影院</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-red-300">唐德影视</td>
|
||
<td class="py-3 px-4 text-gray-300">影视公司</td>
|
||
<td class="py-3 px-4 text-gray-300">版权销售</td>
|
||
<td class="py-3 px-4 text-gray-300">影视剧版权</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">0.5</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">14.71%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">影视剧版权销售</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-red-300">华策影视</td>
|
||
<td class="py-3 px-4 text-gray-300">影视公司</td>
|
||
<td class="py-3 px-4 text-gray-300">版权销售</td>
|
||
<td class="py-3 px-4 text-gray-300">华流出海</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">1.31</td>
|
||
<td class="py-3 px-4 text-green-400 font-semibold">5.76%</td>
|
||
<td class="py-3 px-4 text-gray-300 text-sm">华流出海影视剧版权销售</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</body>
|
||
</html>
|
||
``` |