680 lines
57 KiB
HTML
680 lines
57 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN" data-theme="night">
|
||
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>深度行业研究 | 短剧</title>
|
||
|
||
<!-- Tailwind CSS & DaisyUI -->
|
||
<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>
|
||
|
||
<!-- Alpine.js -->
|
||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
|
||
|
||
<!-- ECharts -->
|
||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||
|
||
<!-- Google Fonts -->
|
||
<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=Poppins:wght@300;400;500;600;700&family=Tomorrow:wght@300;400;500;700&display=swap" rel="stylesheet">
|
||
|
||
<style>
|
||
:root {
|
||
--glow-purple: rgba(168, 85, 247, 0.5);
|
||
--glow-cyan: rgba(34, 211, 238, 0.5);
|
||
--glow-pink: rgba(236, 72, 153, 0.5);
|
||
}
|
||
|
||
body {
|
||
font-family: 'Poppins', sans-serif;
|
||
background-color: #000010;
|
||
background-image:
|
||
radial-gradient(ellipse 80% 80% at 50% -20%, rgba(120, 119, 198, 0.3), rgba(255, 255, 255, 0)),
|
||
url('https://images.unsplash.com/photo-1534796636912-3b95b3ab5986?q=80&w=3271&auto=format&fit=crop&ixlib=rb-4.0.3&ixid=M3wxMjA3fDB8MHxwaG90by1wYWdlfHx8fGVufDB8fHx8fA%3D%3D');
|
||
background-size: cover;
|
||
background-position: center;
|
||
background-attachment: fixed;
|
||
color: #e0e0ff;
|
||
}
|
||
|
||
.fui-font {
|
||
font-family: 'Tomorrow', sans-serif;
|
||
}
|
||
|
||
.glass-card {
|
||
background: rgba(15, 23, 42, 0.6); /* slate-900 with opacity */
|
||
backdrop-filter: blur(20px);
|
||
-webkit-backdrop-filter: blur(20px);
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
border-radius: 1.5rem; /* rounded-3xl */
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.glass-card:hover {
|
||
border-color: rgba(56, 189, 248, 0.4); /* sky-400 */
|
||
box-shadow: 0 0 20px rgba(56, 189, 248, 0.2);
|
||
}
|
||
|
||
.bento-grid {
|
||
display: grid;
|
||
gap: 1rem;
|
||
grid-template-columns: repeat(12, 1fr);
|
||
}
|
||
|
||
.bento-item {
|
||
position: relative;
|
||
overflow: hidden;
|
||
}
|
||
|
||
.glow-effect {
|
||
position: absolute;
|
||
top: 50%;
|
||
left: 50%;
|
||
transform: translate(-50%, -50%);
|
||
width: 200%;
|
||
height: 200%;
|
||
z-index: 0;
|
||
opacity: 0.15;
|
||
pointer-events: none;
|
||
}
|
||
|
||
.glow-purple {
|
||
background: radial-gradient(circle, var(--glow-purple) 0%, transparent 60%);
|
||
}
|
||
.glow-cyan {
|
||
background: radial-gradient(circle, var(--glow-cyan) 0%, transparent 60%);
|
||
}
|
||
.glow-pink {
|
||
background: radial-gradient(circle, var(--glow-pink) 0%, transparent 60%);
|
||
}
|
||
|
||
.content-wrapper {
|
||
position: relative;
|
||
z-index: 1;
|
||
}
|
||
|
||
h1, h2, h3 {
|
||
text-shadow: 0 0 8px rgba(56, 189, 248, 0.5);
|
||
}
|
||
|
||
.section-title::before {
|
||
content: '>';
|
||
margin-right: 0.75rem;
|
||
color: #38bdf8; /* sky-400 */
|
||
}
|
||
|
||
.table {
|
||
background-color: transparent;
|
||
}
|
||
.table th, .table td {
|
||
border-color: rgba(255, 255, 255, 0.1);
|
||
}
|
||
.table th {
|
||
color: #93c5fd; /* blue-300 */
|
||
background-color: rgba(30, 41, 59, 0.5); /* slate-800 */
|
||
}
|
||
|
||
</style>
|
||
</head>
|
||
|
||
<body class="min-h-screen p-4 sm:p-6 md:p-8">
|
||
|
||
<div class="max-w-7xl mx-auto space-y-8">
|
||
<!-- Header -->
|
||
<header class="text-center p-6 glass-card">
|
||
<p class="fui-font text-sky-300 tracking-widest text-sm mb-2">北京价值前沿科技有限公司 AI投研agent：“价小前投研”</p>
|
||
<h1 class="text-4xl md:text-6xl font-bold text-white tracking-wider fui-font">短剧 [Short Drama]</h1>
|
||
<h2 class="text-xl md:text-2xl text-purple-300 mt-2">深度行业研究报告</h2>
|
||
<p class="text-xs text-slate-400 mt-4 max-w-2xl mx-auto">本报告基于多源异构数据（新闻、路演、研报、市场洞察及股票数据）由AI合成，旨在提供全面、深度的行业分析。所有内容仅供研究参考，不构成任何投资建议，投资需谨慎。</p>
|
||
</header>
|
||
|
||
<!-- Main Content Grid -->
|
||
<main class="bento-grid">
|
||
|
||
<!-- Core Insight Summary -->
|
||
<div class="bento-item glass-card col-span-12 lg:col-span-8 p-6">
|
||
<div class="glow-effect glow-purple"></div>
|
||
<div class="content-wrapper">
|
||
<h3 class="text-2xl font-bold mb-4 text-purple-300 fui-font section-title">核心观点摘要</h3>
|
||
<p class="text-slate-300 leading-relaxed">
|
||
短剧概念正处于从<strong class="text-cyan-300">流量驱动的野蛮生长</strong>向<strong class="text-cyan-300">内容与技术双轮驱动的成熟化</strong>过渡的关键阶段。其核心驱动力在于“<strong class="text-pink-400">情绪价值即时满足</strong>”的内容特性与“<strong class="text-pink-400">IAP+IAA双模式</strong>”高效变现的商业闭环。未来潜力巨大，主要看点在于<strong class="text-sky-300">海外市场的蓝海红利</strong>和<strong class="text-sky-300">AI技术对全产业链的颠覆式重塑</strong>，但行业同时面临着<strong class="text-red-400">监管趋严</strong>和<strong class="text-red-400">内容同质化</strong>的严峻挑战。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Key Metrics -->
|
||
<div class="bento-item glass-card col-span-12 lg:col-span-4 p-6">
|
||
<div class="glow-effect glow-cyan"></div>
|
||
<div class="content-wrapper space-y-4">
|
||
<h3 class="text-2xl font-bold text-sky-300 fui-font section-title">关键指标</h3>
|
||
<div>
|
||
<p class="text-sm text-slate-400">2024年国内市场规模预估</p>
|
||
<p class="text-3xl font-bold text-white">~504 <span class="text-lg">亿元</span></p>
|
||
<p class="text-xs text-green-400">首次超过内地电影票房</p>
|
||
</div>
|
||
<div>
|
||
<p class="text-sm text-slate-400">2025年海外市场规模预估</p>
|
||
<p class="text-3xl font-bold text-white">~30 <span class="text-lg">亿美元</span></p>
|
||
<p class="text-xs text-green-400">全球市场潜力 600-1000 亿美元</p>
|
||
</div>
|
||
<div>
|
||
<p class="text-sm text-slate-400">红果短剧 MAU (25年3月)</p>
|
||
<p class="text-3xl font-bold text-white">1.73 <span class="text-lg">亿</span></p>
|
||
<p class="text-xs text-green-400">同比增长 220%</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Market Size Chart -->
|
||
<div class="bento-item glass-card col-span-12 md:col-span-6 p-6">
|
||
<div class="glow-effect glow-pink"></div>
|
||
<div class="content-wrapper">
|
||
<h3 class="text-xl font-bold mb-4 text-pink-300 fui-font section-title">市场规模预测 (亿元)</h3>
|
||
<div id="marketSizeChart" style="width: 100%; height: 300px;"></div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Key Players Chart -->
|
||
<div class="bento-item glass-card col-span-12 md:col-span-6 p-6">
|
||
<div class="glow-effect glow-purple"></div>
|
||
<div class="content-wrapper">
|
||
<h3 class="text-xl font-bold mb-4 text-purple-300 fui-font section-title">国内发行方格局 (24Q3热力值)</h3>
|
||
<div id="playerShareChart" style="width: 100%; height: 300px;"></div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Concept Timeline -->
|
||
<div class="bento-item glass-card col-span-12 p-6">
|
||
<div class="glow-effect glow-cyan"></div>
|
||
<div class="content-wrapper">
|
||
<h3 class="text-2xl font-bold mb-6 text-sky-300 fui-font section-title">概念发展历程</h3>
|
||
<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
|
||
<li>
|
||
<div class="timeline-middle">
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-sky-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg>
|
||
</div>
|
||
<div class="timeline-start md:text-end mb-10">
|
||
<time class="font-mono italic">2018-2022</time>
|
||
<div class="text-lg font-black text-white">萌芽与探索期</div>
|
||
2020年广电总局纳入备案，微信小程序跑通付费模式，行业进入规范化与商业化初始阶段。
|
||
</div>
|
||
<hr class="bg-sky-400"/>
|
||
</li>
|
||
<li>
|
||
<hr class="bg-sky-400"/>
|
||
<div class="timeline-middle">
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-purple-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg>
|
||
</div>
|
||
<div class="timeline-end mb-10">
|
||
<time class="font-mono italic">2023-2024</time>
|
||
<div class="text-lg font-black text-white">爆发与野蛮生长期</div>
|
||
2023年“出海元年”，ReelShort海外大获成功。2024年IAA免费模式（红果短剧）崛起，市场规模首超电影票房，巨头加速布局。
|
||
</div>
|
||
<hr class="bg-purple-400"/>
|
||
</li>
|
||
<li>
|
||
<hr class="bg-purple-400"/>
|
||
<div class="timeline-middle">
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-pink-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg>
|
||
</div>
|
||
<div class="timeline-start md:text-end mb-10">
|
||
<time class="font-mono italic">2025及以后</time>
|
||
<div class="text-lg font-black text-white">精品化与AI赋能期</div>
|
||
监管引导行业向精品化、多元化发展。“微短剧+”模式兴起，昆仑万维Skyreels等AI平台推动内容生产工业化。
|
||
</div>
|
||
<hr class="bg-pink-400"/>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Core Logic and Market Perception -->
|
||
<div class="bento-item glass-card col-span-12 p-6">
|
||
<div class="glow-effect glow-purple"></div>
|
||
<div class="content-wrapper">
|
||
<h3 class="text-2xl font-bold mb-4 text-purple-300 fui-font section-title">核心逻辑与市场认知分析</h3>
|
||
<div class="space-y-6">
|
||
<div>
|
||
<h4 class="text-lg font-semibold text-white">核心驱动力</h4>
|
||
<ul class="list-disc list-inside text-slate-300 mt-2 space-y-1 pl-2">
|
||
<li><strong>商业模式闭环:</strong> 国内从IAP(付费)转向IAA(免费)主导，红果DAU破5000万；海外IAP模式利润丰厚，变现能力多元。</li>
|
||
<li><strong>内容形态契合用户习惯:</strong> “短平快”、高密度情绪冲突，完美契合碎片化娱乐需求，满足“放松解压”、“感官刺激”等精神需求。</li>
|
||
<li><strong>技术赋能降本增效:</strong> AI已应用于全流程，昆仑万维Skyreels支持“10分钟生成2分钟短剧”，出海本土化成本可从30万美元降至10万元人民币内。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4 class="text-lg font-semibold text-white">市场热度与情绪</h4>
|
||
<p class="text-slate-300 mt-2">市场热度极高，情绪整体<strong class="text-green-400">乐观但伴随分化</strong>。乐观主要集中在<strong class="text-cyan-300">短剧出海</strong>和<strong class="text-cyan-300">AI+短剧</strong>两大方向。谨慎与分歧则体现在国内市场竞争格局固化和监管不确定性。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="text-lg font-semibold text-white">预期差分析</h4>
|
||
<ul class="list-disc list-inside text-slate-300 mt-2 space-y-1 pl-2">
|
||
<li><strong>盈利能力的预期差:</strong> 市场关注百亿规模，但忽略了小程序短剧<strong class="text-yellow-400">净利率仅1%</strong>的现实，利润被流量平台和投流服务商赚取，与“暴富神话”认知存在偏差。</li>
|
||
<li><strong>AI商业化的预期差:</strong> 市场对AI短剧期望过高。掌阅科技坦言“目前AI漫剧的商业化还没太跑通，ROI不划算”，表明AI应用仍处尝试阶段，短期贡献可能被高估。</li>
|
||
<li><strong>内容本质的预期差:</strong> 市场热点多在模式和技术，但行业正<strong class="text-yellow-400">“回归内容本质”</strong>。拥有强大IP储备和精品制作能力的公司(如阅文、华策)长期价值可能被低估。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Catalysts and Future Path -->
|
||
<div class="bento-item glass-card col-span-12 p-6">
|
||
<div class="glow-effect glow-cyan"></div>
|
||
<div class="content-wrapper">
|
||
<h3 class="text-2xl font-bold mb-4 text-sky-300 fui-font section-title">关键催化剂与未来发展路径</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h4 class="text-lg font-semibold text-white">近期催化剂 (3-6个月)</h4>
|
||
<ul class="list-decimal list-inside text-slate-300 mt-2 space-y-1 pl-2">
|
||
<li><strong>重点产品落地:</strong> 昆仑万维Skyreels、中文在线UniReel的初期运营数据。</li>
|
||
<li><strong>政策法规出台:</strong> 广电总局《微短剧管理办法》正式稿，终结不确定性。</li>
|
||
<li><strong>巨头战略升级:</strong> 腾讯、百度、阿里等平台的实质性动作（如补贴计划）。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4 class="text-lg font-semibold text-white">长期发展路径</h4>
|
||
<ul class="list-none text-slate-300 mt-2 space-y-2">
|
||
<li><strong>Phase 1 (当前):</strong> <span class="font-bold text-sky-300">模式出海与国内整合。</span>海外成主要增长点，国内市场向头部集中。</li>
|
||
<li><strong>Phase 2:</strong> <span class="font-bold text-purple-300">内容精品化与IP价值回归。</span>粗制滥造内容被淘汰，IP储备和制作经验成核心优势。</li>
|
||
<li><strong>Phase 3:</strong> <span class="font-bold text-pink-300">AI驱动的工业化生产与生态融合。</span>AI实现标准化生产，“短剧+”模式普及，商业边界拓宽。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Data Sources Tabs -->
|
||
<div class="bento-item glass-card col-span-12 p-6" x-data="{ tab: 'news' }">
|
||
<div class="content-wrapper">
|
||
<h3 class="text-2xl font-bold mb-4 text-white fui-font section-title">核心数据源摘要</h3>
|
||
<div class="tabs tabs-boxed bg-slate-800/50 mb-4">
|
||
<a class="tab" :class="{'tab-active !bg-sky-500 !text-white': tab === 'news'}" @click="tab = 'news'">新闻数据</a>
|
||
<a class="tab" :class="{'tab-active !bg-purple-500 !text-white': tab === 'roadshow'}" @click="tab = 'roadshow'">路演纪要</a>
|
||
<a class="tab" :class="{'tab-active !bg-pink-500 !text-white': tab === 'reports'}" @click="tab = 'reports'">研究报告</a>
|
||
</div>
|
||
|
||
<div class="text-slate-300 space-y-4 text-sm leading-relaxed">
|
||
<div x-show="tab === 'news'">
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><strong>行业景气度：</strong>市场存在认知差，短剧行业景气度超预期，尤其海外及AI短剧。</li>
|
||
<li><strong>国内规模：</strong>24年达504亿，27年有望破1000亿。免费短剧是主要增量来源，红果短剧DAU破5000万，月分账超5亿。</li>
|
||
<li><strong>海外规模：</strong>高速发展，24年预计10-40亿美元。ReelShort与DramaBox双强领跑。</li>
|
||
<li><strong>重点公司：</strong><strong class="text-white">中文在线</strong>以ReelShort为核心构建海外平台矩阵，24年海外收入有望超20亿，同时发力AI漫剧。<strong class="text-white">掌阅科技</strong>25年短剧收入目标15-16亿，布局自有APP及出海。</li>
|
||
<li><strong>平台动态：</strong>字节（红果/Melolo）、腾讯（全民短剧）、百度、B站等巨头均已入局并推出扶持计划。</li>
|
||
<li><strong>监管动态：</strong>广电总局约谈红果短剧，要求落实主体责任，加强精品创作，不搞“内卷式”竞争。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === 'roadshow'" x-cloak>
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><strong>全球市场空间：</strong>预测总规模可达600-1000亿美元，当前渗透率仅5%。</li>
|
||
<li><strong>商业模式：</strong>国内从小程序付费（净利率仅1%）转向免费模式；海外以付费（IAP）为主。行业平均ROI约1.1。</li>
|
||
<li><strong>成本结构：</strong>北美单剧成本15-30万美元，AI可将出海本土化成本降至10万元人民币以内。</li>
|
||
<li><strong>竞争格局：</strong>国内红果短剧“一超多强”，断层领先；海外中国平台市占率超97%。</li>
|
||
<li><strong>红果数据：</strong>MAU超1.4亿，DAU超4000万，日均使用时长99分钟，逼近抖音。月分账金额超3亿。</li>
|
||
<li><strong>AI赋能：</strong>AI已覆盖剧本、制作、本地化、投放优化全流程，昆仑万维Sky View平台可10分钟生成2分钟短剧。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === 'reports'" x-cloak>
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><strong>行业演变：</strong>从“视听产品”向“文化作品”转变，长短剧界限模糊，双向融合。2024年市场规模首超电影票房。</li>
|
||
<li><strong>爆款逻辑：</strong>内容上追求“极致情绪”、“持续的情绪叠加”和“巧妙的期待感设计”。</li>
|
||
<li><strong>用户画像：</strong>覆盖广泛，主要分为情感满足型（已婚女性）、感官刺激型（单身男性）、纯娱乐型和IP党。</li>
|
||
<li><strong>“短剧+”模式：</strong>与文旅、政务、教育、电商、广告等行业深度融合，创造新价值。文旅+短剧成24年热门风口。</li>
|
||
<li><strong>AIGC应用：</strong>AIGC改变成本结构，但在技术、商业模式和知识产权方面仍存瓶颈。</li>
|
||
<li><strong>监管与扶持：</strong>监管体系逐步完善，25年计划制定《微短剧管理办法》。同时推出“跟着微短剧去旅行”等扶持计划，鼓励精品化和多元化创作。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Industry Chain and Key Players -->
|
||
<div class="bento-item glass-card col-span-12 p-6">
|
||
<div class="glow-effect glow-pink"></div>
|
||
<div class="content-wrapper">
|
||
<h3 class="text-2xl font-bold mb-4 text-pink-300 fui-font section-title">产业链与核心公司深度剖析</h3>
|
||
<div class="space-y-6">
|
||
<!-- Industry Chain -->
|
||
<div>
|
||
<h4 class="text-lg font-semibold text-white mb-2">产业链图谱</h4>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 text-center text-sm">
|
||
<div class="bg-slate-800/50 p-4 rounded-xl">
|
||
<p class="font-bold text-sky-300">上游：内容供给</p>
|
||
<p class="text-slate-300 mt-1">IP版权 (中文在线, 掌阅)、剧本创作 (安妮股份)</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-xl">
|
||
<p class="font-bold text-purple-300">中游：制作与发行</p>
|
||
<p class="text-slate-300 mt-1">制作 (华策影视, 芒果超媒)、发行平台 (中文在线, 昆仑万维)</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-xl">
|
||
<p class="font-bold text-pink-300">下游：分发与变现</p>
|
||
<p class="text-slate-300 mt-1">流量平台 (抖音, 快手)、广告投流 (引力传媒, 蓝色光标)</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<!-- Key Players Comparison -->
|
||
<div>
|
||
<h4 class="text-lg font-semibold text-white mb-4">核心玩家对比</h4>
|
||
<div class="grid grid-cols-1 lg:grid-cols-3 gap-4">
|
||
<!-- Chinese Online -->
|
||
<div class="border border-purple-400/50 rounded-2xl p-4 bg-slate-900/30">
|
||
<h5 class="font-bold text-xl text-purple-300">中文在线 (300364) - 领导者</h5>
|
||
<p class="text-sm text-slate-400 mb-2">短剧出海绝对龙头</p>
|
||
<ul class="text-sm space-y-1 list-disc pl-4 text-slate-300">
|
||
<li><strong>优势:</strong> ReelShort先发优势，构建海外平台矩阵，海量IP储备闭环。</li>
|
||
<li><strong>进展:</strong> ReelShort母公司半年报营收27.6亿(+154%)。24年海外短剧收入预估超20亿。发力AI漫剧年产300部。</li>
|
||
<li><strong>逻辑:</strong> 最纯粹，业绩兑现度最高。</li>
|
||
</ul>
|
||
</div>
|
||
<!-- Kunlun Tech -->
|
||
<div class="border border-cyan-400/50 rounded-2xl p-4 bg-slate-900/30">
|
||
<h5 class="font-bold text-xl text-cyan-300">昆仑万维 (300418) - 挑战者</h5>
|
||
<p class="text-sm text-slate-400 mb-2">AI技术颠覆者</p>
|
||
<ul class="text-sm space-y-1 list-disc pl-4 text-slate-300">
|
||
<li><strong>优势:</strong> AI技术驱动，通过Skyreels平台重塑生产流程，降本增效。</li>
|
||
<li><strong>进展:</strong> Skyreels计划在美上线，目标实现“一键从剧本到短剧”。</li>
|
||
<li><strong>风险:</strong> 技术商业化不及预期风险最大，AI生成内容ROI待市场检验。</li>
|
||
</ul>
|
||
</div>
|
||
<!-- iReader Technology -->
|
||
<div class="border border-pink-400/50 rounded-2xl p-4 bg-slate-900/30">
|
||
<h5 class="font-bold text-xl text-pink-300">掌阅科技 (603533) - 快速追赶者</h5>
|
||
<p class="text-sm text-slate-400 mb-2">全产业链布局</p>
|
||
<ul class="text-sm space-y-1 list-disc pl-4 text-slate-300">
|
||
<li><strong>优势:</strong> 强大IP库，产业链自营（除拍摄），国内免费+付费、海外并进策略。</li>
|
||
<li><strong>进展:</strong> 24年短剧收入7.8亿，预估25年翻倍。产能迅速提升，Q3月产100部。</li>
|
||
<li><strong>挑战:</strong> 作为后发者竞争激烈，公司坦言AI商业化ROI不划算。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Risks and Conclusion -->
|
||
<div class="bento-item glass-card col-span-12 p-6">
|
||
<div class="content-wrapper">
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
|
||
<div>
|
||
<h3 class="text-2xl font-bold mb-4 text-red-400 fui-font section-title">潜在风险与挑战</h3>
|
||
<ul class="space-y-3">
|
||
<li class="flex items-start">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-red-400 mr-2 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><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>
|
||
<h4 class="font-semibold text-white">政策与竞争风险 (最大风险)</h4>
|
||
<p class="text-slate-300 text-sm">监管收紧，审查趋严，可能导致成本增加、周期拉长。国内外市场竞争加剧，流量成本高企。</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-yellow-400 mr-2 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><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>
|
||
<h4 class="font-semibold text-white">商业化风险</h4>
|
||
<p class="text-slate-300 text-sm">小程序短剧盈利模式脆弱，高度依赖投流ROI。海外用户ARPU值可能随供给增加而下降。</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-orange-400 mr-2 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><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>
|
||
<h4 class="font-semibold text-white">技术与信息交叉验证风险</h4>
|
||
<p class="text-slate-300 text-sm">AI视频生成仍存技术瓶颈。市场规模预测差异巨大，AI商业化观点矛盾，存在“故事”与“现实”的差距。</p>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-2xl font-bold mb-4 text-green-400 fui-font section-title">综合结论与投资启示</h3>
|
||
<ul class="space-y-3">
|
||
<li class="flex items-start">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-green-400 mr-2 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z" /></svg>
|
||
<div>
|
||
<h4 class="font-semibold text-white">最终看法</h4>
|
||
<p class="text-slate-300 text-sm">概念已进入基本面驱动与主题炒作并存阶段。<strong class="text-white">海外业务</strong>已展现清晰业绩，属基本面驱动；<strong class="text-white">AI+短剧</strong>多为前瞻布局，属主题发酵。行业正从“野蛮”走向“有序”，监管是关键变量。</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-green-400 mr-2 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z" /></svg>
|
||
<div>
|
||
<h4 class="font-semibold text-white">最具投资价值细分环节</h4>
|
||
<p class="text-slate-300 text-sm">1. <strong class="text-white">短剧出海</strong> (确定性最高) 2. <strong class="text-white">IP版权方</strong> (精品化趋势受益) 3. <strong class="text-white">广告投流(海外)</strong> (“卖水者”逻辑)。</p>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock Rise Analysis -->
|
||
<div class="bento-item glass-card col-span-12 p-6">
|
||
<div class="glow-effect glow-purple"></div>
|
||
<div class="content-wrapper">
|
||
<h3 class="text-2xl font-bold mb-4 text-purple-300 fui-font section-title">相关个股涨停驱动分析</h3>
|
||
<div class="space-y-2">
|
||
<div class="collapse collapse-plus bg-slate-800/50 border border-purple-400/30">
|
||
<input type="radio" name="rise-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium text-white">
|
||
百纳千成 (300291) - 2025-07-09 上涨 6.58%
|
||
</div>
|
||
<div class="collapse-content text-slate-300 text-sm">
|
||
<p><strong>核心驱动:</strong> 短剧概念板块在“年规模超300亿，明年有望破500亿”的行业利好消息刺激下整体走强。百纳千成作为板块内个股，与中文在线、欢瑞世纪等形成联动效应。同时，公司与华为鸿蒙生态、AI Agent等热门概念的关联，以及市场对其新作品《完蛋我被美女包围了2》的预期，共同推动股价上涨。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-slate-800/50 border border-purple-400/30">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-white">
|
||
川网传媒 (300987) - 2025-06-19 上涨 6.21%
|
||
</div>
|
||
<div class="collapse-content text-slate-300 text-sm">
|
||
<p><strong>核心驱动:</strong> 市场传闻腾讯计划推出“短剧”小程序并给予高流量曝光，刺激短剧概念股异动。公司作为短剧概念股之一受到资金关注。此外，公司在5G消息、元宇宙数字人直播等技术领域的布局，以及成都地铁广告等新业务拓展，也为股价提供了基本面支撑。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-slate-800/50 border border-purple-400/30">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-white">
|
||
湖北广电 (000665) - 2025-11-17 涨停 10.08%
|
||
</div>
|
||
<div class="collapse-content text-slate-300 text-sm">
|
||
<p><strong>核心驱动:</strong> 公司自有短剧平台“小鳄微短剧”专区上线，与广电总局《“微短剧+”行动计划》政策红利形成共振。资金将其视为全国首个“省级广电+自有短剧平台”的稀缺标的。在公司传统业务亏损背景下，短剧业务提供了显著的收入增量预期，引发资金博弈困境反转。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-slate-800/50 border border-purple-400/30">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-white">
|
||
新炬网络 (605398) - 2025-11-14 涨停 10.02%
|
||
</div>
|
||
<div class="collapse-content text-slate-300 text-sm">
|
||
<p><strong>核心驱动:</strong> 公司出品的AIGC短剧《749秘档：秦岭邪雨》上线2天播放量破2000万并登顶抖音AI短剧榜。这一事件直接验证了公司在AI短剧领域的制作和爆款运营能力。市场首次将其从传统IT运维股切换为“AI短剧爆款运营商”，在抖音高额激励政策背景下，资金迅速给予情绪溢价。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock List Tables -->
|
||
<div class="bento-item glass-card col-span-12 p-6">
|
||
<div class="content-wrapper">
|
||
<h3 class="text-2xl font-bold mb-4 text-white fui-font section-title">短剧概念股全景图</h3>
|
||
|
||
<div class="space-y-8">
|
||
<div>
|
||
<h4 class="text-lg font-semibold text-sky-200 mb-2">短剧(251023)更新</h4>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>产业链环节</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data will be populated by script -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h4 class="text-lg font-semibold text-sky-200 mb-2">短剧(250610)</h4>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>产业链环节</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data will be populated by script -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
// ECharts Initialization
|
||
const marketSizeChart = echarts.init(document.getElementById('marketSizeChart'), 'dark');
|
||
const playerShareChart = echarts.init(document.getElementById('playerShareChart'), 'dark');
|
||
|
||
const chartOptionBase = {
|
||
backgroundColor: 'transparent',
|
||
textStyle: {
|
||
fontFamily: 'Poppins, sans-serif',
|
||
color: '#e0e0ff'
|
||
},
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
backgroundColor: 'rgba(15, 23, 42, 0.8)',
|
||
borderColor: 'rgba(255, 255, 255, 0.2)',
|
||
textStyle: { color: '#e0e0ff' }
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
}
|
||
};
|
||
|
||
const marketSizeOption = {
|
||
...chartOptionBase,
|
||
legend: {
|
||
data: ['国内市场', '海外市场(换算)'],
|
||
textStyle: { color: '#e0e0ff' }
|
||
},
|
||
xAxis: {
|
||
type: 'category',
|
||
data: ['2023', '2024E', '2025E', '2027E'],
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.2)' } }
|
||
},
|
||
yAxis: {
|
||
type: 'value',
|
||
name: '亿元',
|
||
axisLine: { show: true, lineStyle: { color: 'rgba(255,255,255,0.2)' } },
|
||
splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } }
|
||
},
|
||
series: [
|
||
{
|
||
name: '国内市场',
|
||
type: 'bar',
|
||
data: [374, 504, 686, 1000],
|
||
itemStyle: { color: '#a855f7' } // purple-500
|
||
},
|
||
{
|
||
name: '海外市场(换算)',
|
||
type: 'bar',
|
||
data: [null, (10 * 7.2), (30 * 7.2), null], // Assuming 1 USD = 7.2 CNY
|
||
itemStyle: { color: '#ec4899' } // pink-500
|
||
}
|
||
]
|
||
};
|
||
|
||
const playerShareOption = {
|
||
...chartOptionBase,
|
||
tooltip: { trigger: 'item' },
|
||
legend: {
|
||
orient: 'vertical',
|
||
left: 'left',
|
||
textStyle: { color: '#e0e0ff' }
|
||
},
|
||
series: [
|
||
{
|
||
name: '发行方热力值占比',
|
||
type: 'pie',
|
||
radius: '70%',
|
||
data: [
|
||
{ value: 16, name: '番茄' },
|
||
{ value: 15, name: '点众' },
|
||
{ value: 8, name: '九州文化' },
|
||
{ value: 61, name: '其他' }
|
||
],
|
||
emphasis: {
|
||
itemStyle: {
|
||
shadowBlur: 10,
|
||
shadowOffsetX: 0,
|
||
shadowColor: 'rgba(0, 0, 0, 0.5)'
|
||
}
|
||
},
|
||
color: ['#8b5cf6', '#3b82f6', '#14b8a6', '#64748b'] // violet, blue, teal, slate
|
||
}
|
||
]
|
||
};
|
||
|
||
marketSizeChart.setOption(marketSizeOption);
|
||
playerShareChart.setOption(playerShareOption);
|
||
|
||
window.addEventListener('resize', () => {
|
||
marketSizeChart.resize();
|
||
playerShareChart.resize();
|
||
});
|
||
|
||
// Stock Data Population
|
||
const stockData = {
|
||
"短剧(250610)": [ { "stock": "中文在线", "reason": "内容-IP版权", "其他标签": [ "内容", "IP版权" ], "stock_code": "300364" }, { "stock": "果麦文化", "reason": "内容-IP版权", "其他标签": [ "内容", "IP版权" ], "stock_code": "301052" }, { "stock": "掌阅科技", "reason": "内容-IP版权", "其他标签": [ "内容", "IP版权" ], "stock_code": "603533" }, { "stock": "平治信息", "reason": "内容-IP版权", "其他标签": [ "内容", "IP版权" ], "stock_code": "300571" }, { "stock": "安妮股份", "reason": "内容-剧本交易平台", "其他标签": [ "内容", "剧本交易平台" ], "stock_code": "002235" }, { "stock": "华策影视", "reason": "制作-影视/传媒", "其他标签": [ "制作", "影视/传媒" ], "stock_code": "300133" }, { "stock": "欢瑞世纪", "reason": "制作-影视/传媒", "其他标签": [ "制作", "影视/传媒" ], "stock_code": "000892" }, { "stock": "博纳影业", "reason": "制作-影视/传媒", "其他标签": [ "制作", "影视/传媒" ], "stock_code": "001330" }, { "stock": "芒果超媒", "reason": "制作-影视/传媒", "其他标签": [ "制作", "影视/传媒" ], "stock_code": "300413" }, { "stock": "上海电影", "reason": "制作-影视/传媒", "其他标签": [ "制作", "影视/传媒" ], "stock_code": "601595" }, { "stock": "华智数媒", "reason": "制作-影视/传媒", "其他标签": [ "制作", "影视/传媒" ], "stock_code": "300426" }, { "stock": "思美传媒", "reason": "制作-影视/传媒", "其他标签": [ "制作", "影视/传媒" ], "stock_code": "002712" }, { "stock": "中广天泽", "reason": "制作-影视/传媒", "其他标签": [ "制作", "影视/传媒" ] }, { "stock": "浙文影业", "reason": "制作-影视/传媒", "其他标签": [ "制作", "影视/传媒" ], "stock_code": "601599" }, { "stock": "幸福蓝海", "reason": "制作-影视/传媒", "其他标签": [ "制作", "影视/传媒" ], "stock_code": "300528" }, { "stock": "粤传媒", "reason": "制作-影视/传媒", "其他标签": [ "制作", "影视/传媒" ] }, { "stock": "慈文传媒", "reason": "制作-影视/传媒", "其他标签": [ "制作", "影视/传媒" ], "stock_code": "002343" }, { "stock": "新媒股份", "reason": "制作-影视/传媒", "其他标签": [ "制作", "影视/传媒" ], "stock_code": "300770" }, { "stock": "游族网络", "reason": "制作-游戏", "其他标签": [ "制作", "游戏" ], "stock_code": "002174" }, { "stock": "完美世界", "reason": "制作-游戏", "其他标签": [ "制作", "游戏" ], "stock_code": "002624" }, { "stock": "丽尚国潮", "reason": "制作-其他", "其他标签": [ "制作", "其他" ], "stock_code": "600738" }, { "stock": "博汇科技", "reason": "监管审核", "其他标签": [ "监管审核" ], "stock_code": "688004" }, { "stock": "汇川智能", "reason": "监管审核", "其他标签": [ "监管审核" ] }, { "stock": "中文在线", "reason": "短剧平台", "其他标签": [ "短剧平台" ], "stock_code": "300364" }, { "stock": "昆仑万维", "reason": "短剧平台", "其他标签": [ "短剧平台" ], "stock_code": "300418" }, { "stock": "海看股份", "reason": "短剧平台", "其他标签": [ "短剧平台" ], "stock_code": "301262" }, { "stock": "天威视讯", "reason": "短剧平台", "其他标签": [ "短剧平台" ], "stock_code": "002238" }, { "stock": "遥望科技", "reason": "短剧平台", "其他标签": [ "短剧平台" ], "stock_code": "002291" }, { "stock": "天音控股", "reason": "短剧平台", "其他标签": [ "短剧平台" ], "stock_code": "000829" }, { "stock": "中广天泽", "reason": "短剧平台", "其他标签": [ "短剧平台" ] }, { "stock": "华闻集团", "reason": "短剧平台", "其他标签": [ "短剧平台" ] }, { "stock": "中文在线", "reason": "短剧出海", "其他标签": [ "短剧出海" ], "stock_code": "300364" }, { "stock": "昆仑万维", "reason": "短剧出海", "其他标签": [ "短剧出海" ], "stock_code": "300418" }, { "stock": "省广集团", "reason": "广告投流-海外代理", "其他标签": [ "广告投流", "海外代理" ], "stock_code": "002400" }, { "stock": "蓝色光标", "reason": "广告投流-海外代理", "其他标签": [ "广告投流", "海外代理" ], "stock_code": "300058" }, { "stock": "易点天下", "reason": "广告投流-海外代理", "其他标签": [ "广告投流", "海外代理" ], "stock_code": "301171" }, { "stock": "元隆雅图", "reason": "广告投流-营销", "其他标签": [ "广告投流", "营销" ], "stock_code": "002878" }, { "stock": "福石控股", "reason": "广告投流-营销", "其他标签": [ "广告投流", "营销" ], "stock_code": "300071" }, { "stock": "恒大高新", "reason": "广告投流-营销", "其他标签": [ "广告投流", "营销" ], "stock_code": "002591" }, { "stock": "引力传媒", "reason": "广告投流-巨量引擎", "其他标签": [ "广告投流", "巨量引擎" ], "stock_code": "603598" }, { "stock": "智度股份", "reason": "广告投流-巨量引擎", "其他标签": [ "广告投流", "巨量引擎" ], "stock_code": "000676" }, { "stock": "佳云科技", "reason": "广告投流-巨量引擎", "其他标签": [ "广告投流", "巨量引擎" ], "stock_code": "300242" }, { "stock": "天龙集团", "reason": "广告投流-巨量引擎", "其他标签": [ "广告投流", "巨量引擎" ], "stock_code": "300063" }, { "stock": "环球印务", "reason": "广告投流-巨量引擎", "其他标签": [ "广告投流", "巨量引擎" ], "stock_code": "002799" }, { "stock": "天娱数科", "reason": "广告投流-巨量引擎", "其他标签": [ "广告投流", "巨量引擎" ], "stock_code": "002354" }, { "stock": "广博股份", "reason": "广告投流-巨量引擎", "其他标签": [ "广告投流", "巨量引擎" ], "stock_code": "002103" }, { "stock": "宣亚国际", "reason": "广告投流-巨量引擎", "其他标签": [ "广告投流", "巨量引擎" ], "stock_code": "300612" }, { "stock": "芒果超媒", "reason": "经纪业务-明星", "其他标签": [ "经纪业务", "明星" ], "stock_code": "300413" }, { "stock": "华策影视", "reason": "经纪业务-明星", "其他标签": [ "经纪业务", "明星" ], "stock_code": "300133" }, { "stock": "欢瑞世纪", "reason": "经纪业务-明星", "其他标签": [ "经纪业务", "明星" ], "stock_code": "000892" }, { "stock": "华谊兄弟", "reason": "经纪业务-明星", "其他标签": [ "经纪业务", "明星" ], "stock_code": "300027" }, { "stock": "遥望科技", "reason": "经纪业务-网红", "其他标签": [ "经纪业务", "网红" ], "stock_code": "002291" }, { "stock": "天下秀", "reason": "经纪业务-网红", "其他标签": [ "经纪业务", "网红" ], "stock_code": "600556" } ],
|
||
"短剧(251023)更新": [ { "stock": "中文在线", "reason": "IP版权", "其他标签": "内容", "stock_code": "300364" }, { "stock": "果麦文化", "reason": "IP版权", "其他标签": "内容", "stock_code": "301052" }, { "stock": "掌阅科技", "reason": "IP版权", "其他标签": "内容", "stock_code": "603533" }, { "stock": "平治信息", "reason": "IP版权", "其他标签": "内容", "stock_code": "300571" }, { "stock": "荣信文化", "reason": "IP版权", "其他标签": "内容", "stock_code": "301231" }, { "stock": "安妮股份", "reason": "剧本交易平台", "其他标签": "内容", "stock_code": "002235" }, { "stock": "华策影视", "reason": "影视/传媒", "其他标签": "内容", "stock_code": "300133" }, { "stock": "欢瑞世纪", "reason": "影视/传媒", "其他标签": "内容", "stock_code": "000892" }, { "stock": "博纳影业", "reason": "影视/传媒", "其他标签": "内容", "stock_code": "001330" }, { "stock": "芒果超媒", "reason": "影视/传媒", "其他标签": "内容", "stock_code": "300413" }, { "stock": "上海电影", "reason": "影视/传媒", "其他标签": "内容", "stock_code": "601595" }, { "stock": "华智数媒", "reason": "影视/传媒", "其他标签": "内容", "stock_code": "300426" }, { "stock": "思美传媒", "reason": "影视/传媒", "其他标签": "内容", "stock_code": "002712" }, { "stock": "中广天泽", "reason": "影视/传媒", "其他标签": "内容" }, { "stock": "浙文影业", "reason": "影视/传媒", "其他标签": "内容", "stock_code": "601599" }, { "stock": "幸福蓝海", "reason": "影视/传媒", "其他标签": "内容", "stock_code": "300528" }, { "stock": "粤传媒", "reason": "影视/传媒", "其他标签": "内容" }, { "stock": "慈文传媒", "reason": "影视/传媒", "其他标签": "内容", "stock_code": "002343" }, { "stock": "新媒股份", "reason": "影视/传媒", "其他标签": "内容", "stock_code": "300770" }, { "stock": "游族网络", "reason": "游戏", "其他标签": "制作", "stock_code": "002174" }, { "stock": "完美世界", "reason": "游戏", "其他标签": "制作", "stock_code": "002624" }, { "stock": "欢瑞世纪", "reason": "漫剧", "其他标签": "制作", "stock_code": "000892" }, { "stock": "海看股份", "reason": "漫剧", "其他标签": "制作", "stock_code": "301262" }, { "stock": "掌阅科技", "reason": "漫剧", "其他标签": "制作", "stock_code": "603533" }, { "stock": "中文在线", "reason": "漫剧", "其他标签": "制作", "stock_code": "300364" }, { "stock": "捷成股份", "reason": "漫剧", "其他标签": "制作", "stock_code": "300182" }, { "stock": "兆驰股份", "reason": "漫剧", "其他标签": "制作", "stock_code": "002429" }, { "stock": "华策影视", "reason": "漫剧", "其他标签": "制作", "stock_code": "300133" }, { "stock": "丽尚国潮", "reason": "其他", "其他标签": "制作", "stock_code": "600738" }, { "stock": "博汇科技", "reason": "监管审核", "其他标签": "监管审核", "stock_code": "688004" }, { "stock": "汇洲智能", "reason": "监管审核", "其他标签": "监管审核" }, { "stock": "中文在线", "reason": "短剧平台", "其他标签": "短剧平台", "stock_code": "300364" }, { "stock": "昆仑万维", "reason": "短剧平台", "其他标签": "短剧平台", "stock_code": "300418" }, { "stock": "海看股份", "reason": "短剧平台", "其他标签": "短剧平台", "stock_code": "301262" }, { "stock": "天威视讯", "reason": "短剧平台", "其他标签": "短剧平台", "stock_code": "002238" }, { "stock": "遥望科技", "reason": "短剧平台", "其他标签": "短剧平台", "stock_code": "002291" }, { "stock": "天音控股", "reason": "短剧平台", "其他标签": "短剧平台", "stock_code": "000829" }, { "stock": "中广天泽", "reason": "短剧平台", "其他标签": "短剧平台" }, { "stock": "华闻集团", "reason": "短剧平台", "其他标签": "短剧平台" }, { "stock": "中文在线", "reason": "短剧出海", "其他标签": "短剧出海", "stock_code": "300364" }, { "stock": "昆仑万维", "reason": "短剧出海", "其他标签": "短剧出海", "stock_code": "300418" }, { "stock": "省广集团", "reason": "海外代理", "其他标签": "广告投流", "stock_code": "002400" }, { "stock": "蓝色光标", "reason": "海外代理", "其他标签": "广告投流", "stock_code": "300058" }, { "stock": "易点天下", "reason": "海外代理", "其他标签": "广告投流", "stock_code": "301171" }, { "stock": "元隆雅图", "reason": "营销", "其他标签": "广告投流", "stock_code": "002878" }, { "stock": "福石控股", "reason": "营销", "其他标签": "广告投流", "stock_code": "300071" }, { "stock": "恒大高新", "reason": "营销", "其他标签": "广告投流", "stock_code": "002591" }, { "stock": "引力传媒", "reason": "巨量引擎", "其他标签": "广告投流", "stock_code": "603598" }, { "stock": "智度股份", "reason": "巨量引擎", "其他标签": "广告投流", "stock_code": "000676" }, { "stock": "佳云科技", "reason": "巨量引擎", "其他标签": "广告投流", "stock_code": "300242" }, { "stock": "天龙集团", "reason": "巨量引擎", "其他标签": "广告投流", "stock_code": "300063" }, { "stock": "环球印务", "reason": "巨量引擎", "其他标签": "广告投流", "stock_code": "002799" }, { "stock": "天娱数科", "reason": "巨量引擎", "其他标签": "广告投流", "stock_code": "002354" }, { "stock": "广博股份", "reason": "巨量引擎", "其他标签": "广告投流", "stock_code": "002103" }, { "stock": "宣亚国际", "reason": "巨量引擎", "其他标签": "广告投流", "stock_code": "300612" }, { "stock": "芒果超媒", "reason": "明星", "其他标签": "经纪业务", "stock_code": "300413" }, { "stock": "华策影视", "reason": "明星", "其他标签": "经纪业务", "stock_code": "300133" }, { "stock": "欢瑞世纪", "reason": "明星", "其他标签": "经纪业务", "stock_code": "000892" }, { "stock": "华谊兄弟", "reason": "明星", "其他标签": "经纪业务", "stock_code": "300027" }, { "stock": "遥望科技", "reason": "网红", "其他标签": "经纪业务", "stock_code": "002291" }, { "stock": "天下秀", "reason": "网红", "其他标签": "经纪业务", "stock_code": "600556" } ]
|
||
};
|
||
|
||
function populateTable(tableSelector, data) {
|
||
const tbody = document.querySelector(tableSelector + ' tbody');
|
||
if (!tbody) return;
|
||
|
||
let html = '';
|
||
data.forEach(item => {
|
||
const code = item.stock_code || 'N/A';
|
||
const link = code !== 'N/A' ? `<a href="https://valuefrontier.cn/company?scode=${code}" target="_blank" class="text-sky-400 hover:text-sky-200">${code}</a>` : 'N/A';
|
||
const tags = Array.isArray(item.其他标签) ? item.其他标签.join(', ') : item.其他标签;
|
||
|
||
html += `
|
||
<tr class="hover:bg-slate-800/70">
|
||
<td class="font-semibold text-white">${item.stock}</td>
|
||
<td>${link}</td>
|
||
<td>${item.reason}</td>
|
||
<td>${tags}</td>
|
||
</tr>
|
||
`;
|
||
});
|
||
tbody.innerHTML = html;
|
||
}
|
||
|
||
populateTable('h4:text-lg:nth-of-type(1) + .overflow-x-auto .table', stockData["短剧(251023)更新"]);
|
||
populateTable('h4:text-lg:nth-of-type(2) + .overflow-x-auto .table', stockData["短剧(250610)"]);
|
||
});
|
||
</script>
|
||
|
||
</body>
|
||
</html> |