991 lines
50 KiB
HTML
991 lines
50 KiB
HTML
|
||
<!DOCTYPE html>
|
||
<html lang="zh-CN">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>影视传媒行业分析 - AI赋能与内容复苏双轮驱动</title>
|
||
<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
|
||
<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.10.0/font/bootstrap-icons.css">
|
||
<style>
|
||
:root {
|
||
--primary-color: #6366f1;
|
||
--secondary-color: #8b5cf6;
|
||
--accent-color: #ec4899;
|
||
--dark-bg: #1e293b;
|
||
--light-bg: #f8fafc;
|
||
}
|
||
|
||
body {
|
||
font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, sans-serif;
|
||
color: #334155;
|
||
background-color: #f8fafc;
|
||
}
|
||
|
||
.hero-section {
|
||
background: linear-gradient(135deg, var(--primary-color), var(--secondary-color));
|
||
color: white;
|
||
padding: 4rem 0;
|
||
position: relative;
|
||
overflow: hidden;
|
||
}
|
||
|
||
.hero-section::before {
|
||
content: "";
|
||
position: absolute;
|
||
top: 0;
|
||
left: 0;
|
||
right: 0;
|
||
bottom: 0;
|
||
background: url('data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 1440 320"><path fill="%23ffffff" fill-opacity="0.1" d="M0,96L48,112C96,128,192,160,288,160C384,160,480,128,576,122.7C672,117,768,139,864,144C960,149,1056,139,1152,122.7C1248,107,1344,85,1392,74.7L1440,64L1440,320L1392,320C1344,320,1248,320,1152,320C1056,320,960,320,864,320C768,320,672,320,576,320C480,320,384,320,288,320C192,320,96,320,48,320L0,320Z"></path></svg>') no-repeat bottom;
|
||
background-size: cover;
|
||
}
|
||
|
||
.card {
|
||
border: none;
|
||
border-radius: 12px;
|
||
box-shadow: 0 4px 6px -1px rgba(0, 0, 0, 0.1), 0 2px 4px -1px rgba(0, 0, 0, 0.06);
|
||
transition: transform 0.3s ease, box-shadow 0.3s ease;
|
||
height: 100%;
|
||
}
|
||
|
||
.card:hover {
|
||
transform: translateY(-5px);
|
||
box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
|
||
}
|
||
|
||
.timeline-item {
|
||
position: relative;
|
||
padding-left: 2rem;
|
||
margin-bottom: 1.5rem;
|
||
}
|
||
|
||
.timeline-item::before {
|
||
content: "";
|
||
position: absolute;
|
||
left: 0;
|
||
top: 0.5rem;
|
||
width: 12px;
|
||
height: 12px;
|
||
border-radius: 50%;
|
||
background-color: var(--primary-color);
|
||
}
|
||
|
||
.timeline-item::after {
|
||
content: "";
|
||
position: absolute;
|
||
left: 5px;
|
||
top: 1.5rem;
|
||
width: 2px;
|
||
height: calc(100% + 0.5rem);
|
||
background-color: #e2e8f0;
|
||
}
|
||
|
||
.timeline-item:last-child::after {
|
||
display: none;
|
||
}
|
||
|
||
.tag {
|
||
display: inline-block;
|
||
padding: 0.25rem 0.75rem;
|
||
border-radius: 9999px;
|
||
font-size: 0.875rem;
|
||
font-weight: 500;
|
||
margin-right: 0.5rem;
|
||
margin-bottom: 0.5rem;
|
||
}
|
||
|
||
.tag-primary {
|
||
background-color: rgba(99, 102, 241, 0.1);
|
||
color: var(--primary-color);
|
||
}
|
||
|
||
.tag-secondary {
|
||
background-color: rgba(139, 92, 246, 0.1);
|
||
color: var(--secondary-color);
|
||
}
|
||
|
||
.tag-accent {
|
||
background-color: rgba(236, 72, 153, 0.1);
|
||
color: var(--accent-color);
|
||
}
|
||
|
||
.table-container {
|
||
overflow-x: auto;
|
||
}
|
||
|
||
@media (min-width: 768px) {
|
||
.table-container {
|
||
overflow-x: visible;
|
||
}
|
||
}
|
||
|
||
.stock-table {
|
||
min-width: 100%;
|
||
}
|
||
|
||
.company-logo {
|
||
width: 40px;
|
||
height: 40px;
|
||
border-radius: 8px;
|
||
background-color: #e2e8f0;
|
||
display: flex;
|
||
align-items: center;
|
||
justify-content: center;
|
||
font-weight: bold;
|
||
color: var(--primary-color);
|
||
}
|
||
|
||
.section-title {
|
||
position: relative;
|
||
padding-bottom: 1rem;
|
||
margin-bottom: 2rem;
|
||
}
|
||
|
||
.section-title::after {
|
||
content: "";
|
||
position: absolute;
|
||
bottom: 0;
|
||
left: 0;
|
||
width: 60px;
|
||
height: 4px;
|
||
background: linear-gradient(90deg, var(--primary-color), var(--secondary-color));
|
||
border-radius: 2px;
|
||
}
|
||
|
||
.stat-card {
|
||
text-align: center;
|
||
padding: 1.5rem;
|
||
border-radius: 12px;
|
||
background: white;
|
||
box-shadow: 0 4px 6px -1px rgba(0, 0, 0, 0.1);
|
||
transition: transform 0.3s ease;
|
||
}
|
||
|
||
.stat-card:hover {
|
||
transform: translateY(-5px);
|
||
}
|
||
|
||
.stat-number {
|
||
font-size: 2.5rem;
|
||
font-weight: 700;
|
||
background: linear-gradient(135deg, var(--primary-color), var(--secondary-color));
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
}
|
||
|
||
.nav-pills .nav-link {
|
||
color: var(--primary-color);
|
||
border-radius: 8px;
|
||
margin-right: 0.5rem;
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.nav-pills .nav-link.active {
|
||
background-color: var(--primary-color);
|
||
}
|
||
|
||
.industry-chain {
|
||
display: flex;
|
||
justify-content: space-between;
|
||
margin: 2rem 0;
|
||
position: relative;
|
||
}
|
||
|
||
.chain-node {
|
||
flex: 1;
|
||
text-align: center;
|
||
padding: 1.5rem;
|
||
background: white;
|
||
border-radius: 12px;
|
||
box-shadow: 0 4px 6px -1px rgba(0, 0, 0, 0.1);
|
||
position: relative;
|
||
z-index: 1;
|
||
}
|
||
|
||
.chain-arrow {
|
||
position: absolute;
|
||
top: 50%;
|
||
left: 33%;
|
||
width: 34%;
|
||
height: 2px;
|
||
background-color: #e2e8f0;
|
||
z-index: 0;
|
||
}
|
||
|
||
.chain-arrow::after {
|
||
content: "";
|
||
position: absolute;
|
||
right: -5px;
|
||
top: -4px;
|
||
width: 0;
|
||
height: 0;
|
||
border-left: 10px solid #e2e8f0;
|
||
border-top: 5px solid transparent;
|
||
border-bottom: 5px solid transparent;
|
||
}
|
||
|
||
@media (max-width: 768px) {
|
||
.industry-chain {
|
||
flex-direction: column;
|
||
}
|
||
|
||
.chain-arrow {
|
||
display: none;
|
||
}
|
||
|
||
.chain-node {
|
||
margin-bottom: 1rem;
|
||
}
|
||
}
|
||
</style>
|
||
</head>
|
||
<body>
|
||
<!-- 导航栏 -->
|
||
<nav class="navbar navbar-expand-lg navbar-light bg-white shadow-sm sticky-top">
|
||
<div class="container">
|
||
<a class="navbar-brand fw-bold d-flex align-items-center" href="#">
|
||
<i class="bi bi-film me-2 text-primary"></i>
|
||
影视传媒行业分析
|
||
</a>
|
||
<button class="navbar-toggler" type="button" data-bs-toggle="collapse" data-bs-target="#navbarNav">
|
||
<span class="navbar-toggler-icon"></span>
|
||
</button>
|
||
<div class="collapse navbar-collapse" id="navbarNav">
|
||
<ul class="navbar-nav ms-auto">
|
||
<li class="nav-item">
|
||
<a class="nav-link" href="#overview">行业概览</a>
|
||
</li>
|
||
<li class="nav-item">
|
||
<a class="nav-link" href="#timeline">事件时间轴</a>
|
||
</li>
|
||
<li class="nav-item">
|
||
<a class="nav-link" href="#companies">核心公司</a>
|
||
</li>
|
||
<li class="nav-item">
|
||
<a class="nav-link" href="#stocks">股票数据</a>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</nav>
|
||
|
||
<!-- 英雄区域 -->
|
||
<section class="hero-section" id="overview">
|
||
<div class="container position-relative">
|
||
<div class="row align-items-center">
|
||
<div class="col-lg-8">
|
||
<h1 class="display-4 fw-bold mb-4">影视传媒行业：AI赋能与内容复苏双轮驱动</h1>
|
||
<p class="lead mb-4">政策回暖、AI技术突破与市场需求复苏三重驱动，行业从调整期进入新一轮增长周期</p>
|
||
<div class="d-flex flex-wrap gap-2 mb-4">
|
||
<span class="tag tag-primary">政策支持</span>
|
||
<span class="tag tag-secondary">AI技术</span>
|
||
<span class="tag tag-accent">IP开发</span>
|
||
<span class="tag tag-primary">短剧爆发</span>
|
||
<span class="tag tag-secondary">内容出海</span>
|
||
</div>
|
||
</div>
|
||
<div class="col-lg-4">
|
||
<div class="card bg-white text-dark p-4">
|
||
<div class="d-flex justify-content-between mb-3">
|
||
<div>
|
||
<div class="stat-number">50亿+</div>
|
||
<div class="text-muted">2025春节档票房</div>
|
||
</div>
|
||
<div>
|
||
<div class="stat-number">160亿</div>
|
||
<div class="text-muted">《哪吒2》预期票房</div>
|
||
</div>
|
||
</div>
|
||
<div class="alert alert-primary mb-0">
|
||
<i class="bi bi-info-circle me-2"></i>
|
||
影视传媒行业正处于政策回暖、AI技术赋能与内容需求复苏的三重驱动下
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 核心观点摘要 -->
|
||
<section class="py-5">
|
||
<div class="container">
|
||
<h2 class="section-title">核心观点摘要</h2>
|
||
<div class="row">
|
||
<div class="col-lg-6 mb-4">
|
||
<div class="card h-100">
|
||
<div class="card-body">
|
||
<h5 class="card-title"><i class="bi bi-graph-up-arrow text-primary me-2"></i>行业趋势</h5>
|
||
<p class="card-text">影视传媒行业正处于政策回暖、AI技术赋能与内容需求复苏的三重驱动下，从调整期进入新一轮增长周期。</p>
|
||
<ul class="list-unstyled">
|
||
<li class="mb-2"><i class="bi bi-check-circle text-success me-2"></i>政策环境由强监管转向鼓励发展</li>
|
||
<li class="mb-2"><i class="bi bi-check-circle text-success me-2"></i>AI视频生成技术突破，降本增效明显</li>
|
||
<li class="mb-2"><i class="bi bi-check-circle text-success me-2"></i>春节档票房创新高，市场需求强劲复苏</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-lg-6 mb-4">
|
||
<div class="card h-100">
|
||
<div class="card-body">
|
||
<h5 class="card-title"><i class="bi bi-lightbulb text-warning me-2"></i>投资机会</h5>
|
||
<p class="card-text">短期内，春节档票房创新高、广电总局新政策出台以及AI技术应用落地构成核心催化。</p>
|
||
<ul class="list-unstyled">
|
||
<li class="mb-2"><i class="bi bi-star-fill text-warning me-2"></i>AI+影视：动画电影、短剧领域率先受益</li>
|
||
<li class="mb-2"><i class="bi bi-star-fill text-warning me-2"></i>IP全产业链开发：多元变现渠道打开</li>
|
||
<li class="mb-2"><i class="bi bi-star-fill text-warning me-2"></i>国产内容出海：从量变到质变的提升</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 事件时间轴 -->
|
||
<section class="py-5 bg-light" id="timeline">
|
||
<div class="container">
|
||
<h2 class="section-title">概念事件时间轴</h2>
|
||
<div class="row">
|
||
<div class="col-lg-4 mb-4">
|
||
<div class="card">
|
||
<div class="card-header bg-primary text-white">
|
||
<h5 class="mb-0"><i class="bi bi-calendar-check me-2"></i>政策环境变化</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="timeline-item">
|
||
<strong>2018-2022年</strong>
|
||
<p class="mb-0">影视行业经历强监管调整，内容审核严格、剧集价格下降、行业乱象整顿</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<strong>2023年起</strong>
|
||
<p class="mb-0">政策回暖，鼓励数字经济、文化繁荣及文化贸易出海，电视剧备案数量回升</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<strong>2025-08-18</strong>
|
||
<p class="mb-0">广电总局印发《进一步丰富电视大屏内容促进广电视听内容供给的若干举措》</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-lg-4 mb-4">
|
||
<div class="card">
|
||
<div class="card-header bg-secondary text-white">
|
||
<h5 class="mb-0"><i class="bi bi-cpu me-2"></i>AI技术突破</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="timeline-item">
|
||
<strong>2024-02</strong>
|
||
<p class="mb-0">OpenAI推出Sora，AI视频生成进入新阶段，可生成60秒高清视频</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<strong>2024-03</strong>
|
||
<p class="mb-0">AI视频生成工具Pika发布新功能，可深度无缝为视频生成适配音效</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<strong>2024年</strong>
|
||
<p class="mb-0">央视与上海人工智能实验室联合打造中国首部AI视频AI系列动画片《全球失控》</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-lg-4 mb-4">
|
||
<div class="card">
|
||
<div class="card-header bg-info text-white">
|
||
<h5 class="mb-0"><i class="bi bi-graph-up me-2"></i>市场表现</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="timeline-item">
|
||
<strong>2025-02-02</strong>
|
||
<p class="mb-0">春节档电影票房破50亿，再创新高，大年初三全国共产出票房13.14亿</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<strong>2025-02-12</strong>
|
||
<p class="mb-0">光线传媒《哪吒之魔童闹海》票房超92亿元，预测内地票房有望超160亿元</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<strong>2025-06-16</strong>
|
||
<p class="mb-0">影视板块集体走高，光线传媒涨超15%，第27届上海国际电影节举行</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 核心驱动力 -->
|
||
<section class="py-5">
|
||
<div class="container">
|
||
<h2 class="section-title">核心驱动力分析</h2>
|
||
<ul class="nav nav-pills mb-4" id="driversTab" role="tablist">
|
||
<li class="nav-item" role="presentation">
|
||
<button class="nav-link active" id="policy-tab" data-bs-toggle="pill" data-bs-target="#policy" type="button">政策驱动</button>
|
||
</li>
|
||
<li class="nav-item" role="presentation">
|
||
<button class="nav-link" id="tech-tab" data-bs-toggle="pill" data-bs-target="#tech" type="button">技术突破</button>
|
||
</li>
|
||
<li class="nav-item" role="presentation">
|
||
<button class="nav-link" id="market-tab" data-bs-toggle="pill" data-bs-target="#market" type="button">市场需求</button>
|
||
</li>
|
||
</ul>
|
||
<div class="tab-content" id="driversTabContent">
|
||
<div class="tab-pane fade show active" id="policy" role="tabpanel">
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<h5 class="card-title">政策环境回暖，行业迎来发展新机遇</h5>
|
||
<p>2025年8月广电总局印发的《进一步丰富电视大屏内容促进广电视听内容供给的若干举措》是近期最重要的政策催化，该政策从内容创新、审查机制优化、超高清节目制作、微短剧发展等多个方面支持行业发展。</p>
|
||
<div class="row mt-4">
|
||
<div class="col-md-6">
|
||
<div class="stat-card">
|
||
<i class="bi bi-file-earmark-text fs-1 text-primary mb-3"></i>
|
||
<h6>内容创新</h6>
|
||
<p class="small text-muted">鼓励优秀微短剧进入电视播出，为短视频内容提供新变现渠道</p>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="stat-card">
|
||
<i class="bi bi-shield-check fs-1 text-success mb-3"></i>
|
||
<h6>审查优化</h6>
|
||
<p class="small text-muted">优化审查机制，提高内容产出效率，促进优质内容供给</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="tab-pane fade" id="tech" role="tabpanel">
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<h5 class="card-title">AI多模态技术突破，重塑影视内容生产方式</h5>
|
||
<p>AI多模态技术的突破是行业变革的核心驱动力。2024年Sora的推出标志着AI视频生成进入新阶段，解决了此前模型仅能生成几秒到十几秒视频的局限。</p>
|
||
<div class="alert alert-info mt-3">
|
||
<i class="bi bi-lightbulb me-2"></i>
|
||
<strong>技术影响：</strong> AI技术在影视行业的应用将显著降低制作成本、缩短制作周期、提升产能，特别是在动画电影、剧集与短剧、影视版权与语料等领域。
|
||
</div>
|
||
<div class="row mt-4">
|
||
<div class="col-md-4">
|
||
<div class="text-center">
|
||
<i class="bi bi-film fs-1 text-primary mb-2"></i>
|
||
<h6>动画电影</h6>
|
||
<p class="small text-muted">AI辅助制作，降低成本，提高效率</p>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<div class="text-center">
|
||
<i class="bi bi-collection-play fs-1 text-secondary mb-2"></i>
|
||
<h6>剧集与短剧</h6>
|
||
<p class="small text-muted">批量生产，满足碎片化消费需求</p>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<div class="text-center">
|
||
<i class="bi bi-currency-exchange fs-1 text-info mb-2"></i>
|
||
<h6>版权与语料</h6>
|
||
<p class="small text-muted">AI训练数据，提升内容创作效率</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="tab-pane fade" id="market" role="tabpanel">
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<h5 class="card-title">市场需求强劲复苏，新增长点不断涌现</h5>
|
||
<p>2025年春节档票房破50亿，再创新高，表明观众观影需求强劲复苏。同时，短剧市场快速增长，国产内容出海提速，为行业带来新的增量市场。</p>
|
||
<div class="row mt-4">
|
||
<div class="col-md-4">
|
||
<div class="card border-primary">
|
||
<div class="card-body text-center">
|
||
<h3 class="text-primary">50亿+</h3>
|
||
<p class="mb-0">2025春节档票房</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<div class="card border-success">
|
||
<div class="card-body text-center">
|
||
<h3 class="text-success">200-300亿</h3>
|
||
<p class="mb-0">2023年微短剧市场规模</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<div class="card border-info">
|
||
<div class="card-body text-center">
|
||
<h3 class="text-info">6倍</h3>
|
||
<p class="mb-0">国产剧较韩剧售价差距</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 产业链图谱 -->
|
||
<section class="py-5 bg-light">
|
||
<div class="container">
|
||
<h2 class="section-title">产业链图谱</h2>
|
||
<div class="industry-chain">
|
||
<div class="chain-node">
|
||
<i class="bi bi-book fs-1 text-primary mb-3"></i>
|
||
<h5>上游</h5>
|
||
<p>IP版权与内容创作</p>
|
||
<small class="text-muted">IP提供商、内容创作、技术支持</small>
|
||
</div>
|
||
<div class="chain-arrow"></div>
|
||
<div class="chain-node">
|
||
<i class="bi bi-camera-reels fs-1 text-secondary mb-3"></i>
|
||
<h5>中游</h5>
|
||
<p>内容制作与发行</p>
|
||
<small class="text-muted">电影、电视剧、动画、短剧制作</small>
|
||
</div>
|
||
<div class="chain-arrow"></div>
|
||
<div class="chain-node">
|
||
<i class="bi bi-cart3 fs-1 text-info mb-3"></i>
|
||
<h5>下游</h5>
|
||
<p>内容变现与衍生</p>
|
||
<small class="text-muted">影院、平台、版权运营、IP衍生品</small>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 核心公司 -->
|
||
<section class="py-5" id="companies">
|
||
<div class="container">
|
||
<h2 class="section-title">核心公司深度剖析</h2>
|
||
<div class="row">
|
||
<div class="col-lg-4 mb-4">
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<div class="d-flex align-items-center mb-3">
|
||
<div class="company-logo me-3">光</div>
|
||
<div>
|
||
<h5 class="mb-0">光线传媒</h5>
|
||
<small class="text-muted">动画电影领域领导者</small>
|
||
</div>
|
||
</div>
|
||
<p class="card-text">《哪吒之魔童闹海》票房超92亿元，预测内地票房有望超160亿元，IP衍生品开发能力强。</p>
|
||
<div class="d-flex justify-content-between mt-3">
|
||
<span class="badge bg-primary">动画电影</span>
|
||
<span class="badge bg-secondary">IP衍生</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-lg-4 mb-4">
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<div class="d-flex align-items-center mb-3">
|
||
<div class="company-logo me-3">华</div>
|
||
<div>
|
||
<h5 class="mb-0">华策影视</h5>
|
||
<small class="text-muted">电视剧领域领导者</small>
|
||
</div>
|
||
</div>
|
||
<p class="card-text">拥有5万小时版权时长，短剧/互动剧布局领先，AI技术应用聚焦"短剧模型"。</p>
|
||
<div class="d-flex justify-content-between mt-3">
|
||
<span class="badge bg-primary">电视剧</span>
|
||
<span class="badge bg-info">短剧</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-lg-4 mb-4">
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<div class="d-flex align-items-center mb-3">
|
||
<div class="company-logo me-3">芒</div>
|
||
<div>
|
||
<h5 class="mb-0">芒果超媒</h5>
|
||
<small class="text-muted">综艺领域领导者</small>
|
||
</div>
|
||
</div>
|
||
<p class="card-text">《乘风破浪的姐姐》《歌手》等爆款综艺，会员业务增长潜力大，艺人经纪资源丰富。</p>
|
||
<div class="d-flex justify-content-between mt-3">
|
||
<span class="badge bg-warning">综艺</span>
|
||
<span class="badge bg-success">会员</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-lg-4 mb-4">
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<div class="d-flex align-items-center mb-3">
|
||
<div class="company-logo me-3">上</div>
|
||
<div>
|
||
<h5 class="mb-0">上海电影</h5>
|
||
<small class="text-muted">IP授权领域新兴力量</small>
|
||
</div>
|
||
</div>
|
||
<p class="card-text">IP授权为核心第二成长曲线，2023年商品授权GMV超10亿，目标未来三年超百亿。</p>
|
||
<div class="d-flex justify-content-between mt-3">
|
||
<span class="badge bg-info">IP授权</span>
|
||
<span class="badge bg-secondary">经典IP</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-lg-4 mb-4">
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<div class="d-flex align-items-center mb-3">
|
||
<div class="company-logo me-3">慈</div>
|
||
<div>
|
||
<h5 class="mb-0">慈文传媒</h5>
|
||
<small class="text-muted">转型中的综合内容平台</small>
|
||
</div>
|
||
</div>
|
||
<p class="card-text">"1133"战略推动从纯内容公司向泛文化平台转型，创新业务布局全面。</p>
|
||
<div class="d-flex justify-content-between mt-3">
|
||
<span class="badge bg-primary">微短剧</span>
|
||
<span class="badge bg-info">互动剧</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-lg-4 mb-4">
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<div class="d-flex align-items-center mb-3">
|
||
<div class="company-logo me-3">唐</div>
|
||
<div>
|
||
<h5 class="mb-0">唐德影视</h5>
|
||
<small class="text-muted">AI技术布局领先</small>
|
||
</div>
|
||
</div>
|
||
<p class="card-text">拟更名为"华智数媒"，从单一影视公司转型为开放多元化的传媒公司。</p>
|
||
<div class="d-flex justify-content-between mt-3">
|
||
<span class="badge bg-danger">AI视频</span>
|
||
<span class="badge bg-primary">转型</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 股票数据表格 -->
|
||
<section class="py-5 bg-light" id="stocks">
|
||
<div class="container">
|
||
<h2 class="section-title">影视传媒相关股票数据</h2>
|
||
<div class="table-container">
|
||
<table class="table table-hover stock-table">
|
||
<thead class="table-dark">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>项目/合作内容</th>
|
||
<th>消息来源</th>
|
||
<th>投资亮点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>掌阅科技</strong></td>
|
||
<td>多部IP改编动漫已在腾讯视频上线</td>
|
||
<td><span class="badge bg-info">互动</span></td>
|
||
<td>与腾讯视频合作上线动漫改编作品</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>慈文传媒</strong></td>
|
||
<td>与腾讯在古龙的IP立体式开发上进行合作</td>
|
||
<td><span class="badge bg-info">互动</span></td>
|
||
<td>IP开发合作</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>百视通</strong></td>
|
||
<td>拟与腾讯影视联合制作剧集，合同金额4.2亿元</td>
|
||
<td><span class="badge bg-primary">公告</span></td>
|
||
<td>联合制作剧集及金额</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>中文在线</strong></td>
|
||
<td>2023年短剧《凶案》合作腾讯视频，分账突破2000万元</td>
|
||
<td><span class="badge bg-warning">媒体/互动</span></td>
|
||
<td>短剧合作及分账成绩</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>华谊兄弟</strong></td>
|
||
<td>公司第五大股东为腾讯，且公司与阅文集团（腾讯旗下）合作多部短剧已上线</td>
|
||
<td><span class="badge bg-info">互动</span></td>
|
||
<td>腾讯持股及短剧合作</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>捷成股份</strong></td>
|
||
<td>2024年公司制作投资多部剧集在腾讯等网络平台播出</td>
|
||
<td><span class="badge bg-secondary">调研</span></td>
|
||
<td>剧集在腾讯平台播出</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>因赛集团</strong></td>
|
||
<td>公司为腾讯广告互选服务商；子公司近期参与出品的短剧有在腾讯平台上映的《恋恋花颜御捕》</td>
|
||
<td><span class="badge bg-warning">互动/年报</span></td>
|
||
<td>广告合作及短剧出品</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>欢瑞世纪</strong></td>
|
||
<td>公司部分影视剧在腾讯视频播出</td>
|
||
<td><span class="badge bg-success">年报</span></td>
|
||
<td>影视剧播出平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>世纪恒通</strong></td>
|
||
<td>公司是腾讯微信公众号、企业微信、微信视频号等业务的信息及安全审核核心供应商之一</td>
|
||
<td><span class="badge bg-info">互动</span></td>
|
||
<td>腾讯生态服务合作</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>汇川智控</strong></td>
|
||
<td>热热数据服务的客户包括腾讯</td>
|
||
<td><span class="badge bg-warning">年报/互动</span></td>
|
||
<td>客户包含腾讯</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>流金科技</strong></td>
|
||
<td>战略合作腾讯，共同推动超高清视听内容从制作到传输、分发的全链路技术应用</td>
|
||
<td><span class="badge bg-warning">年报/公告</span></td>
|
||
<td>超高清视听技术合作</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>中文在线</strong></td>
|
||
<td>各类衍生品以及海量数字内容的优势，在有声书、漫画、动漫等领域进行了商业化落地</td>
|
||
<td><span class="badge bg-info">互动</span></td>
|
||
<td>数字内容商业化</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>果麦文化</strong></td>
|
||
<td>拥有海量优质的IP和作家</td>
|
||
<td><span class="badge bg-info">互动</span></td>
|
||
<td>IP资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>掌阅科技</strong></td>
|
||
<td>依靠数字阅读领域积累的丰富IP资源和精细化运营能力</td>
|
||
<td><span class="badge bg-info">互动</span></td>
|
||
<td>IP资源及运营能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>平治信息</strong></td>
|
||
<td>网文平台起步较早、规模较大，拥有各类文学阅读产品60000余本，签约作者原创作品37000余本</td>
|
||
<td><span class="badge bg-secondary">网传纪要</span></td>
|
||
<td>网文平台规模</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>华策影视</strong></td>
|
||
<td>2024年影视行业营收18.82亿元，营收占比97.06%</td>
|
||
<td><span class="badge bg-success">年报</span></td>
|
||
<td>影视行业营收占比</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>芒果超媒</strong></td>
|
||
<td>2024年新媒体互动娱乐内容制作与运营营收12.62亿元，营收占比8.97%</td>
|
||
<td><span class="badge bg-success">年报</span></td>
|
||
<td>互动娱乐内容营收</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>幸福蓝海</strong></td>
|
||
<td>2024年影视宣发制作营收5.73亿元，营收占比87.56%</td>
|
||
<td><span class="badge bg-success">年报</span></td>
|
||
<td>影视宣发营收占比</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>欢瑞世纪</strong></td>
|
||
<td>2024年影视行业营收3.85亿元，营收占比100%</td>
|
||
<td><span class="badge bg-success">年报</span></td>
|
||
<td>影视行业营收占比</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>慈文传媒</strong></td>
|
||
<td>2024年影视剧营收3.53亿元，营收占比96.40%</td>
|
||
<td><span class="badge bg-success">年报</span></td>
|
||
<td>影视剧营收占比</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>博纳影业</strong></td>
|
||
<td>2024年剧集产品营收2.78亿元，营收占比19.02%</td>
|
||
<td><span class="badge bg-success">年报</span></td>
|
||
<td>剧集产品营收占比</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>*ST天洋</strong></td>
|
||
<td>2024年节目销售及制作服务营收2.02亿元，营收占比67.33%</td>
|
||
<td><span class="badge bg-success">年报</span></td>
|
||
<td>节目销售营收占比</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>华数传媒</strong></td>
|
||
<td>2024年电视剧业务营收1.69亿元，营收占比88.25%</td>
|
||
<td><span class="badge bg-success">年报</span></td>
|
||
<td>电视剧业务营收占比</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>新媒股份</strong></td>
|
||
<td>2024年内容版权业务营收8428.49万元，营收占比5.34%</td>
|
||
<td><span class="badge bg-success">年报</span></td>
|
||
<td>内容版权营收占比</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>浙文影业</strong></td>
|
||
<td>2024年影视行业营收0.3283亿元，营收占比1.08%</td>
|
||
<td><span class="badge bg-success">年报</span></td>
|
||
<td>影视行业营收占比</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>思美传媒</strong></td>
|
||
<td>2024年影视内容营收9.29万元，营收占比少于0.01%</td>
|
||
<td><span class="badge bg-success">年报</span></td>
|
||
<td>影视内容营收占比</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>芒果超媒</strong></td>
|
||
<td>天娱传媒旗下艺人张杰、华晨宇、汪苏泷、谭维维等</td>
|
||
<td><span class="badge bg-secondary">公开资料</span></td>
|
||
<td>艺人经纪</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>华策影视</strong></td>
|
||
<td>张嘉倪、张小斐、赵柯、杨之楹、陈都灵等</td>
|
||
<td><span class="badge bg-secondary">公开资料</span></td>
|
||
<td>艺人经纪</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>欢瑞世纪</strong></td>
|
||
<td>成毅、侯梦瑶、张睿等</td>
|
||
<td><span class="badge bg-secondary">公开资料</span></td>
|
||
<td>艺人经纪</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>华谊兄弟</strong></td>
|
||
<td>冯绍峰、姚晨、沙溢等</td>
|
||
<td><span class="badge bg-secondary">公开资料</span></td>
|
||
<td>艺人经纪</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>遥望科技</strong></td>
|
||
<td>贾乃亮的抖音认证MCN机构为遥望科技</td>
|
||
<td><span class="badge bg-info">互动</span></td>
|
||
<td>MCN机构合作</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>天下秀</strong></td>
|
||
<td>立足于红人新经济领域的平台型企业，核心服务红人（内容创作者）、MCN（红人经纪公司）</td>
|
||
<td><span class="badge bg-info">互动</span></td>
|
||
<td>红人经济平台</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 投资启示 -->
|
||
<section class="py-5">
|
||
<div class="container">
|
||
<h2 class="section-title">投资启示</h2>
|
||
<div class="row">
|
||
<div class="col-lg-6 mb-4">
|
||
<div class="card border-primary">
|
||
<div class="card-header bg-primary text-white">
|
||
<h5 class="mb-0">最具投资价值的细分环节</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="mb-3">
|
||
<h6 class="text-primary"><i class="bi bi-cpu me-2"></i>AI+影视</h6>
|
||
<p class="small mb-0">AI技术在影视行业的应用将显著降低制作成本、缩短制作周期、提升产能，特别是在动画电影、短剧等领域。</p>
|
||
</div>
|
||
<div class="mb-3">
|
||
<h6 class="text-primary"><i class="bi bi-box-seam me-2"></i>IP全产业链开发</h6>
|
||
<p class="small mb-0">从单一影视内容向IP全产业链开发转变，包括电影、电视剧、动画、游戏、衍生品等多元变现渠道。</p>
|
||
</div>
|
||
<div class="mb-3">
|
||
<h6 class="text-primary"><i class="bi bi-collection-play me-2"></i>短剧/互动剧</h6>
|
||
<p class="small mb-0">短剧市场快速增长，互动剧提供新的用户体验和变现模式。</p>
|
||
</div>
|
||
<div>
|
||
<h6 class="text-primary"><i class="bi bi-globe me-2"></i>国产内容出海</h6>
|
||
<p class="small mb-0">国产影视剧出海从量变到质变，提升国际影响力。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-lg-6 mb-4">
|
||
<div class="card border-success">
|
||
<div class="card-header bg-success text-white">
|
||
<h5 class="mb-0">重点跟踪指标</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="mb-3">
|
||
<h6 class="text-success"><i class="bi bi-graph-up me-2"></i>AI应用进展</h6>
|
||
<p class="small mb-0">AI技术在影视制作中的应用案例增多、AI生成内容的质量和观众接受度提升、AI技术对制作成本和效率的实际影响。</p>
|
||
</div>
|
||
<div class="mb-3">
|
||
<h6 class="text-success"><i class="bi bi-film me-2"></i>内容表现</h6>
|
||
<p class="small mb-0">重点电影（如《哪吒之魔童闹海》）的票房表现、重点综艺的收视率和话题度、短剧的用户增长和付费率。</p>
|
||
</div>
|
||
<div class="mb-3">
|
||
<h6 class="text-success"><i class="bi bi-currency-dollar me-2"></i>IP变现</h6>
|
||
<p class="small mb-0">IP授权收入增长、IP衍生品销售情况、IP游戏等跨界合作进展。</p>
|
||
</div>
|
||
<div>
|
||
<h6 class="text-success"><i class="bi bi-file-earmark-text me-2"></i>政策变化</h6>
|
||
<p class="small mb-0">广电总局新政策的具体实施细则、短剧监管政策变化。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="alert alert-warning mt-4">
|
||
<i class="bi bi-exclamation-triangle me-2"></i>
|
||
<strong>风险提示：</strong> 注意AI技术落地不及预期、短剧监管趋严、内容质量不及预期等风险，避免盲目追高。
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 页脚 -->
|
||
<footer class="bg-dark text-white py-4">
|
||
<div class="container">
|
||
<div class="row">
|
||
<div class="col-md-6">
|
||
<h5>影视传媒行业分析</h5>
|
||
<p class="mb-0">AI赋能与内容复苏双轮驱动</p>
|
||
</div>
|
||
<div class="col-md-6 text-md-end">
|
||
<p class="mb-0">数据来源：公开资料整理 | 更新时间：2025年</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</footer>
|
||
|
||
<script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/js/bootstrap.bundle.min.js"></script>
|
||
<script>
|
||
// 平滑滚动
|
||
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
|
||
anchor.addEventListener('click', function (e) {
|
||
e.preventDefault();
|
||
document.querySelector(this.getAttribute('href')).scrollIntoView({
|
||
behavior: 'smooth'
|
||
});
|
||
});
|
||
});
|
||
|
||
// 添加滚动时的导航栏效果
|
||
window.addEventListener('scroll', function() {
|
||
const navbar = document.querySelector('.navbar');
|
||
if (window.scrollY > 50) {
|
||
navbar.classList.add('shadow-sm');
|
||
} else {
|
||
navbar.classList.remove('shadow-sm');
|
||
}
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|