854 lines
44 KiB
HTML
854 lines
44 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=1.0">
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<title>影视行业分析：从复苏到深度转型</title>
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<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
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<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.10.0/font/bootstrap-icons.css">
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<style>
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:root {
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--primary-color: #6366f1;
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--secondary-color: #8b5cf6;
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--accent-color: #ec4899;
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--dark-bg: #1e293b;
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--light-bg: #f8fafc;
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}
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body {
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font-family: 'Microsoft YaHei', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen, Ubuntu, Cantarell, sans-serif;
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background-color: var(--light-bg);
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color: #334155;
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}
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.navbar {
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background: linear-gradient(135deg, var(--primary-color), var(--secondary-color));
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box-shadow: 0 4px 6px rgba(0, 0, 0, 0.1);
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}
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.hero-section {
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background: linear-gradient(135deg, rgba(99, 102, 241, 0.9), rgba(139, 92, 246, 0.9)), url('https://images.unsplash.com/photo-1489599843091-30c0b5d7ce48?ixlib=rb-4.0.3&ixid=M3wxMjA3fDB8MHxwaG90by1wYWdlfHx8fGVufDB8fHx8fA%3D%3D&auto=format&fit=crop&w=1172&q=80') center/cover;
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color: white;
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padding: 5rem 0;
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border-radius: 0 0 20px 20px;
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}
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.section-title {
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position: relative;
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margin-bottom: 2.5rem;
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padding-bottom: 1rem;
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color: var(--dark-bg);
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font-weight: 700;
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}
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.section-title::after {
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content: '';
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position: absolute;
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bottom: 0;
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left: 0;
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width: 60px;
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height: 4px;
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background: linear-gradient(90deg, var(--primary-color), var(--accent-color));
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border-radius: 2px;
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}
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.card {
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border: none;
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border-radius: 12px;
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box-shadow: 0 4px 6px rgba(0, 0, 0, 0.05);
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transition: transform 0.3s ease, box-shadow 0.3s ease;
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height: 100%;
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}
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.card:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 15px rgba(0, 0, 0, 0.1);
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}
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.timeline {
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position: relative;
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padding: 2rem 0;
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}
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.timeline::before {
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content: '';
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position: absolute;
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top: 0;
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left: 15px;
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height: 100%;
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width: 4px;
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background: linear-gradient(180deg, var(--primary-color), var(--accent-color));
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border-radius: 2px;
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}
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.timeline-item {
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position: relative;
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padding-left: 50px;
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margin-bottom: 2rem;
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}
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.timeline-item::before {
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content: '';
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position: absolute;
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left: 7px;
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top: 5px;
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width: 20px;
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height: 20px;
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border-radius: 50%;
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background-color: white;
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border: 4px solid var(--primary-color);
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}
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.timeline-date {
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font-weight: 700;
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color: var(--primary-color);
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margin-bottom: 0.5rem;
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}
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.driver-card {
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border-left: 4px solid var(--primary-color);
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padding-left: 1.5rem;
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margin-bottom: 1.5rem;
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}
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.driver-card h5 {
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color: var(--primary-color);
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font-weight: 600;
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}
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.company-card {
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border-radius: 12px;
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overflow: hidden;
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margin-bottom: 1.5rem;
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transition: all 0.3s ease;
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}
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.company-card:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 20px rgba(0, 0, 0, 0.1);
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}
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.company-header {
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background: linear-gradient(135deg, var(--primary-color), var(--secondary-color));
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color: white;
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padding: 1rem 1.5rem;
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}
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.company-body {
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padding: 1.5rem;
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}
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.tag {
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display: inline-block;
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padding: 0.25rem 0.75rem;
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border-radius: 20px;
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font-size: 0.8rem;
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font-weight: 500;
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margin-right: 0.5rem;
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margin-bottom: 0.5rem;
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}
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.tag-primary {
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background-color: rgba(99, 102, 241, 0.1);
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color: var(--primary-color);
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}
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.tag-secondary {
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background-color: rgba(139, 92, 246, 0.1);
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color: var(--secondary-color);
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}
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.tag-accent {
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background-color: rgba(236, 72, 153, 0.1);
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color: var(--accent-color);
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}
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.table-container {
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border-radius: 12px;
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overflow: hidden;
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box-shadow: 0 4px 6px rgba(0, 0, 0, 0.05);
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}
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.stock-table {
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margin-bottom: 0;
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}
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.stock-table thead {
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background: linear-gradient(135deg, var(--primary-color), var(--secondary-color));
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color: white;
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}
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.stock-table th {
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border: none;
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font-weight: 600;
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padding: 1rem;
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}
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.stock-table td {
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padding: 1rem;
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vertical-align: middle;
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}
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.stock-table tbody tr:nth-child(even) {
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background-color: rgba(99, 102, 241, 0.05);
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}
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.stock-table tbody tr:hover {
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background-color: rgba(99, 102, 241, 0.1);
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}
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.badge-category {
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font-size: 0.75rem;
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padding: 0.35rem 0.65rem;
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border-radius: 6px;
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font-weight: 500;
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}
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.risk-card {
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border-left: 4px solid #ef4444;
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padding-left: 1.5rem;
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margin-bottom: 1.5rem;
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}
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.risk-card h5 {
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color: #ef4444;
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font-weight: 600;
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}
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.opportunity-card {
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border-left: 4px solid #10b981;
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padding-left: 1.5rem;
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margin-bottom: 1.5rem;
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}
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.opportunity-card h5 {
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color: #10b981;
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font-weight: 600;
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}
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.footer {
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background-color: var(--dark-bg);
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color: white;
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padding: 3rem 0 2rem;
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margin-top: 5rem;
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}
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@media (max-width: 768px) {
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.hero-section {
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padding: 3rem 0;
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}
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.timeline::before {
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left: 8px;
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}
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.timeline-item {
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padding-left: 35px;
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}
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.timeline-item::before {
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left: 0;
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width: 16px;
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height: 16px;
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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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}
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</style>
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</head>
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<body>
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<!-- 导航栏 -->
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<nav class="navbar navbar-expand-lg navbar-dark">
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<div class="container">
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<a class="navbar-brand fw-bold" href="#">
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<i class="bi bi-film me-2"></i>影视行业分析
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</a>
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<button class="navbar-toggler" type="button" data-bs-toggle="collapse" data-bs-target="#navbarNav">
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<span class="navbar-toggler-icon"></span>
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</button>
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<div class="collapse navbar-collapse" id="navbarNav">
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<ul class="navbar-nav ms-auto">
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<li class="nav-item">
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<a class="nav-link" href="#overview">概述</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" href="#timeline">行业历程</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" href="#drivers">核心驱动力</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" href="#companies">核心公司</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" href="#future">未来发展</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" href="#stocks">股票数据</a>
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</li>
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</ul>
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</div>
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</div>
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</nav>
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<!-- 英雄区域 -->
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<section class="hero-section">
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<div class="container">
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<div class="row align-items-center">
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<div class="col-lg-8">
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<h1 class="display-4 fw-bold mb-4">影视行业：从复苏到深度转型</h1>
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<p class="lead mb-4">政策回暖、票房复苏和AI技术革新构成核心驱动力，推动行业从传统内容制作向科技赋能、多元变现的方向发展</p>
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<div class="d-flex flex-wrap gap-2">
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<span class="tag bg-white text-primary">政策回暖</span>
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<span class="tag bg-white text-primary">票房复苏</span>
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<span class="tag bg-white text-primary">AI技术赋能</span>
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<span class="tag bg-white text-primary">短剧崛起</span>
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<span class="tag bg-white text-primary">IP价值重估</span>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- 概述部分 -->
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<section id="overview" class="py-5">
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<div class="container">
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<h2 class="section-title">核心观点摘要</h2>
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<div class="row">
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<div class="col-lg-12">
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<div class="card">
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<div class="card-body p-4">
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<p class="lead mb-3">影视行业正处于从复苏到深度转型的关键阶段，政策回暖、票房复苏和AI技术革新构成了核心驱动力，推动行业从传统内容制作向科技赋能、多元变现的方向发展。</p>
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<p class="mb-3">当前市场情绪波动较大，反映了对行业前景的乐观预期与对不确定性的谨慎态度并存，其中具备优质IP储备、科技应用能力和全产业链布局的头部企业将最具长期投资价值，而AI+影视、短剧市场和海外业务则是未来最具潜力的增长方向。</p>
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<div class="alert alert-info d-flex align-items-center mt-4" role="alert">
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<i class="bi bi-info-circle-fill me-2 fs-4"></i>
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<div>
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影视行业的转型之路虽然充满挑战，但也蕴含着巨大的投资价值，特别是在AI+影视、短剧市场、IP运营和海外拓展等新兴领域。
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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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</div>
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</section>
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<!-- 行业历程时间轴 -->
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<section id="timeline" class="py-5 bg-light">
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<div class="container">
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<h2 class="section-title">行业发展历程</h2>
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<div class="timeline">
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<div class="timeline-item">
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<div class="timeline-date">2018-2022年</div>
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<h4>行业整顿与出清期</h4>
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<p>电视剧价格大幅下滑（头部剧集从1500万/集降至600-800万/集），行业乱象整顿，政策趋严，疫情影响导致2022年电视剧出品数量、备案数创历史新低。</p>
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</div>
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<div class="timeline-item">
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<div class="timeline-date">2023年初</div>
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<h4>政策环境回暖</h4>
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<p>鼓励数字经济、文化繁荣及文化贸易出海；古装剧备案数开始回升；电影宣发窗口期缩短。</p>
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</div>
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<div class="timeline-item">
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<div class="timeline-date">2023年</div>
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<h4>行业复苏迹象显著</h4>
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<p>头部剧集价格企稳，版权剧占比提升，国产剧出海量价齐升。AI技术在影视行业应用开始受到关注，"AI孙燕姿"事件引发广泛讨论。</p>
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</div>
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<div class="timeline-item">
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<div class="timeline-date">2023年7月</div>
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<h4>业绩预告亮眼</h4>
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<p>横店影视预计上半年归属净利润盈利1.8亿元至2.3亿元；万达电影预告上半年净利润同比增341%-394%。</p>
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</div>
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<div class="timeline-item">
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<div class="timeline-date">2025年2-3月</div>
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<h4>战略转型加速</h4>
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<p>唐德影视更名为华智数媒，浙江广电积极推进浙江优质资产重组事项；唐德影视宣布与轩业科技共建影视AI实验室，尝试多模态生成和视频生成技术。</p>
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</div>
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<div class="timeline-item">
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<div class="timeline-date">2025年7-8月</div>
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<h4>市场表现优异</h4>
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<p>影视板块震荡拉升，横店影视涨停；暑期档电影总票房达99.56亿元，观影总人次超2.6亿，较去年同期显著增长。影视股开盘冲高，华策影视涨超10%。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- 核心驱动力 -->
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<section id="drivers" class="py-5">
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<div class="container">
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<h2 class="section-title">核心驱动力与市场认知</h2>
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<div class="row">
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<div class="col-lg-6 mb-4">
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<div class="driver-card">
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<h5><i class="bi bi-clipboard-check me-2"></i>政策环境回暖</h5>
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<p>经过2018-2022年的行业整顿与出清，2023年起影视行业政策环境明显回暖。政策鼓励数字经济、文化繁荣及文化贸易出海，古装剧备案数开始回升，电影宣发窗口期缩短。</p>
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</div>
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</div>
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<div class="col-lg-6 mb-4">
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<div class="driver-card">
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<h5><i class="bi bi-cash-stack me-2"></i>票房市场复苏</h5>
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<p>疫情后，电影市场呈现明显复苏态势。2023年上半年全国票房238亿元，同比增长52%；2025年暑期档票房达99.56亿元，观影总人次超2.6亿，较去年同期显著增长。</p>
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</div>
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</div>
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<div class="col-lg-6 mb-4">
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<div class="driver-card">
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<h5><i class="bi bi-cpu me-2"></i>AI技术赋能</h5>
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<p>AI技术正在深刻改变影视行业的生产方式和商业模式，包括剧本创作辅助、演员形象辅助、作曲辅助和视频生成等。AIGC技术被视为影视内容生产的"颠覆性工具"。</p>
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</div>
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</div>
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<div class="col-lg-6 mb-4">
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<div class="driver-card">
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<h5><i class="bi bi-phone me-2"></i>短剧市场崛起</h5>
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<p>微短剧成为影视行业新的增长点。2023年市场规模预计200-300亿，用户下沉（30-50岁成年男性为主），商业模式类似互联网流量产品，为影视公司提供新的变现渠道。</p>
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</div>
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</div>
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<div class="col-lg-6 mb-4">
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<div class="driver-card">
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<h5><i class="bi bi-gem me-2"></i>IP价值重估</h5>
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<p>AI技术推动影视行业向工业化发展后，IP公司的变现能力与变现时间将显著提升。头部影视公司因拥有大量优质IP，其IP释放速度与商业价值将被进一步放大。</p>
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</div>
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</div>
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<div class="col-lg-6 mb-4">
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<div class="driver-card">
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<h5><i class="bi bi-graph-up me-2"></i>市场热度与情绪</h5>
|
||
<p>影视股价格波动较大，经常出现震荡走低或异动拉升的情况，表明市场对影视概念的关注度较高，但情绪波动也较大。市场情绪呈现出"乐观期待-谨慎观望-热情追捧-理性回调"的循环特征。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 核心公司分析 -->
|
||
<section id="companies" class="py-5 bg-light">
|
||
<div class="container">
|
||
<h2 class="section-title">核心公司深度剖析</h2>
|
||
<div class="row">
|
||
<div class="col-lg-6 mb-4">
|
||
<div class="company-card card">
|
||
<div class="company-header">
|
||
<h4 class="mb-0">华策影视</h4>
|
||
</div>
|
||
<div class="company-body">
|
||
<p class="mb-3"><strong>行业龙头，全产业链布局</strong></p>
|
||
<p class="mb-3">A股影视剧行业龙头，业务覆盖电视剧、电影版权、国际业务、短剧互动剧等领域。国内影视版权第二大公司，版权长尾效应显著。</p>
|
||
<div class="mb-3">
|
||
<span class="tag tag-primary">2023年Q1利润增长超20%</span>
|
||
<span class="tag tag-primary">全年利润预期5.8亿</span>
|
||
<span class="tag tag-primary">电视剧开机量回升50%-100%</span>
|
||
</div>
|
||
<div class="alert alert-warning small mb-0">
|
||
<i class="bi bi-exclamation-triangle me-1"></i> 风险：影视业务受项目周期影响较大，业绩存在波动性；AI技术应用仍处于早期阶段。
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-lg-6 mb-4">
|
||
<div class="company-card card">
|
||
<div class="company-header">
|
||
<h4 class="mb-0">横店影视</h4>
|
||
</div>
|
||
<div class="company-body">
|
||
<p class="mb-3"><strong>院线龙头，"内容+渠道"全产业链布局</strong></p>
|
||
<p class="mb-3">全国400家院线运营，横店影视城作为全球最大影视拍摄基地，品牌门槛高。通过降本增效、非票业务拓展、内容投资加码等策略巩固院线第二位置。</p>
|
||
<div class="mb-3">
|
||
<span class="tag tag-primary">2023年上半年票房238亿元</span>
|
||
<span class="tag tag-primary">同比增长52%</span>
|
||
<span class="tag tag-primary">参与出品影片约15部</span>
|
||
</div>
|
||
<div class="alert alert-warning small mb-0">
|
||
<i class="bi bi-exclamation-triangle me-1"></i> 风险：二季度表现不佳，主因投资电影亏损和进口片占比高；广告业务受经济环境影响。
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-lg-6 mb-4">
|
||
<div class="company-card card">
|
||
<div class="company-header">
|
||
<h4 class="mb-0">唐德影视（华智数媒）</h4>
|
||
</div>
|
||
<div class="company-body">
|
||
<p class="mb-3"><strong>国资入主，科技赋能转型</strong></p>
|
||
<p class="mb-3">浙江广电成为实际控制人，提供资金和资源支持。更名为华智数媒，战略定位升级为"科技、内容、生态"三位一体的平台型综合性文化传媒公司。</p>
|
||
<div class="mb-3">
|
||
<span class="tag tag-primary">定增获超4亿元资金</span>
|
||
<span class="tag tag-primary">与轩业科技共建AI实验室</span>
|
||
<span class="tag tag-primary">布局多模态生成技术</span>
|
||
</div>
|
||
<div class="alert alert-warning small mb-0">
|
||
<i class="bi bi-exclamation-triangle me-1"></i> 风险：2024年公司整体营收和利润出现下滑；AI技术应用仍面临技术瓶颈。
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-lg-6 mb-4">
|
||
<div class="company-card card">
|
||
<div class="company-header">
|
||
<h4 class="mb-0">柠萌影视</h4>
|
||
</div>
|
||
<div class="company-body">
|
||
<p class="mb-3"><strong>精品内容制作，短剧与海外业务领先</strong></p>
|
||
<p class="mb-3">专注影视赛道，以"超级内容连接新大众"为核心理念，生产优质电视剧集。2023年推出《爱情而已》《问心》《一念关山》等优质剧集，70%为市场精品。</p>
|
||
<div class="mb-3">
|
||
<span class="tag tag-primary">2023年收入12.2亿HK</span>
|
||
<span class="tag tag-primary">同比增长28.4%</span>
|
||
<span class="tag tag-primary">短剧制作备案数行业第一</span>
|
||
</div>
|
||
<div class="alert alert-warning small mb-0">
|
||
<i class="bi bi-exclamation-triangle me-1"></i> 风险：短剧项目生命周期通常为6个月；海外业务拓展面临文化差异和市场竞争等挑战。
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 未来发展路径 -->
|
||
<section id="future" class="py-5">
|
||
<div class="container">
|
||
<h2 class="section-title">未来发展路径与风险挑战</h2>
|
||
<div class="row">
|
||
<div class="col-lg-6 mb-4">
|
||
<h4 class="mb-3">长期发展路径</h4>
|
||
<div class="opportunity-card">
|
||
<h5>从复苏到转型</h5>
|
||
<p>影视行业将不仅仅是简单的复苏，而是向科技赋能、多元变现的方向转型。影视公司将不再仅仅是内容制作方，而是成为整合科技、内容和生态的平台型企业。</p>
|
||
</div>
|
||
<div class="opportunity-card">
|
||
<h5>AI技术深度融入</h5>
|
||
<p>AI技术将深度融入影视生产的全流程，从剧本创作、拍摄制作到特效宣传、视频剪辑等环节。多模态视频生成技术的成熟，将根本改变视频内容生产的生产方式。</p>
|
||
</div>
|
||
<div class="opportunity-card">
|
||
<h5>短剧市场规范化</h5>
|
||
<p>短剧市场将逐步规范化，内容质量提升，商业模式成熟。未来，短剧将成为影视公司重要的收入来源和内容形式，与长视频形成互补关系。</p>
|
||
</div>
|
||
</div>
|
||
<div class="col-lg-6 mb-4">
|
||
<h4 class="mb-3">潜在风险与挑战</h4>
|
||
<div class="risk-card">
|
||
<h5>技术风险</h5>
|
||
<p>AI技术在影视行业的应用仍面临技术瓶颈，特别是在视频一致性和长内容生成方面。如果这些技术瓶颈无法在短期内突破，将限制AI技术在影视行业的应用效果。</p>
|
||
</div>
|
||
<div class="risk-card">
|
||
<h5>商业化风险</h5>
|
||
<p>短剧市场虽然增长迅速，但其商业模式仍存在不确定性。短剧面临政策监管风险和项目生命周期短（通常为6个月）等挑战，可持续性有待观察。</p>
|
||
</div>
|
||
<div class="risk-card">
|
||
<h5>政策与竞争风险</h5>
|
||
<p>影视行业受政策监管影响较大，虽然2023年起政策环境有所回暖，但未来仍存在政策监管变化的风险。同时，行业竞争激烈，内容同质化问题可能再次出现。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="row mt-5">
|
||
<div class="col-lg-12">
|
||
<h4 class="mb-3">投资启示</h4>
|
||
<div class="card">
|
||
<div class="card-body p-4">
|
||
<div class="row">
|
||
<div class="col-md-6 mb-3">
|
||
<h5 class="text-primary"><i class="bi bi-stars me-2"></i>最具投资价值的方向</h5>
|
||
<ul class="list-unstyled">
|
||
<li class="mb-2"><i class="bi bi-check-circle-fill text-success me-2"></i> <strong>AI+影视</strong>：能够解决行业痛点的AI技术应用，如剧本创作辅助、演员形象辅助、视频生成等</li>
|
||
<li class="mb-2"><i class="bi bi-check-circle-fill text-success me-2"></i> <strong>短剧市场</strong>：在短剧领域布局早、规模大、商业模式清晰的公司</li>
|
||
<li class="mb-2"><i class="bi bi-check-circle-fill text-success me-2"></i> <strong>IP版权运营</strong>：拥有大量优质IP储备、IP运营能力强的公司</li>
|
||
<li class="mb-2"><i class="bi bi-check-circle-fill text-success me-2"></i> <strong>海外市场拓展</strong>：在海外市场拓展方面领先的公司</li>
|
||
</ul>
|
||
</div>
|
||
<div class="col-md-6 mb-3">
|
||
<h5 class="text-primary"><i class="bi bi-graph-up-arrow me-2"></i>需重点跟踪的关键指标</h5>
|
||
<ul class="list-unstyled">
|
||
<li class="mb-2"><i class="bi bi-arrow-right-circle text-primary me-2"></i> AI技术在剧本创作、视频生成等方面的实际应用案例</li>
|
||
<li class="mb-2"><i class="bi bi-arrow-right-circle text-primary me-2"></i> 短剧的用户规模、付费率和ARPU值变化</li>
|
||
<li class="mb-2"><i class="bi bi-arrow-right-circle text-primary me-2"></i> 影视公司的营收和利润增长情况</li>
|
||
<li class="mb-2"><i class="bi bi-arrow-right-circle text-primary me-2"></i> 国产剧的海外发行数量和收入</li>
|
||
<li class="mb-2"><i class="bi bi-arrow-right-circle text-primary me-2"></i> 影视行业的政策支持力度和内容审核标准变化</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 股票数据表格 -->
|
||
<section id="stocks" class="py-5 bg-light">
|
||
<div class="container">
|
||
<h2 class="section-title">影视概念股票数据</h2>
|
||
<div class="table-container">
|
||
<table class="table table-hover stock-table">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>分类</th>
|
||
<th>项目</th>
|
||
<th>消息来源</th>
|
||
<th>关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>掌阅科技</strong></td>
|
||
<td><span class="badge badge-category bg-primary">腾讯相关</span></td>
|
||
<td>多部IP改编漫已在腾讯视频上线</td>
|
||
<td>互动</td>
|
||
<td>短剧为公司第一大业务；免费短剧"速看短剧APP"、收费短剧"知映APP"、海外短剧平台Drama五部网络微短剧已通过备案，正在筹备中；2025年尝试短剧出海</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>慈文传媒</strong></td>
|
||
<td><span class="badge badge-category bg-primary">腾讯相关</span></td>
|
||
<td>与腾讯在古龙的IP立体式开发上进行合作</td>
|
||
<td>互动</td>
|
||
<td>公司拥有短剧全链路的内容编审、审核、评测及制作能力；参股公司CMS（持股49.16%）旗下短剧平台短剧品牌"华谊兄弟火剧"</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>百纳千成</strong></td>
|
||
<td><span class="badge badge-category bg-primary">腾讯相关</span></td>
|
||
<td>拟与腾讯影联联合制作剧集，合同金额4.2亿元</td>
|
||
<td>公告</td>
|
||
<td>公司主要业务为多种形式影视业（包括中短剧）</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>中文在线</strong></td>
|
||
<td><span class="badge badge-category bg-primary">腾讯相关</span></td>
|
||
<td>2023年短剧《凶案》合作腾讯视频，分账突破2000万元，为当年国内短剧第一</td>
|
||
<td>媒体/互动</td>
|
||
<td>公司拥有短剧全链路的内容编审、审核、评测及制作能力；参股公司CMS（持股49.16%）旗下短剧平台短剧品牌"华谊兄弟火剧"</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>华谊兄弟</strong></td>
|
||
<td><span class="badge badge-category bg-primary">腾讯相关</span></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>互动</td>
|
||
<td>短剧品牌"华谊兄弟火剧"</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>捷成股份</strong></td>
|
||
<td><span class="badge badge-category bg-primary">腾讯相关</span></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>调研</td>
|
||
<td>全资子公司捷成华视网聚为"中国微短剧产业合作联盟"首批成员单位</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>因赛集团</strong></td>
|
||
<td><span class="badge badge-category bg-primary">腾讯相关</span></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的《恋恋花颜御捕》</td>
|
||
<td>互动/年报</td>
|
||
<td>公司扩充了短剧内容定制等业务</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>欢瑞世纪</strong></td>
|
||
<td><span class="badge badge-category bg-primary">腾讯相关</span></td>
|
||
<td>公司部分影视剧在腾讯视频播出</td>
|
||
<td>年报</td>
|
||
<td>公司已经成立了专门负责短剧、互动剧的业务团队，实现精品化和规模化生产</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>世纪恒通</strong></td>
|
||
<td><span class="badge badge-category bg-secondary">审核</span></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>互动</td>
|
||
<td>微短剧审核包含在公司目前已开展的审核服务范围内</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>汇川智联</strong></td>
|
||
<td><span class="badge badge-category bg-secondary">审核</span></td>
|
||
<td>热热数据服务的客户包括腾讯</td>
|
||
<td>年报/互动</td>
|
||
<td>子公司热热文化目前有开展视频内容审核和标注业务</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>流金科技</strong></td>
|
||
<td><span class="badge badge-category bg-info">北交所</span></td>
|
||
<td>战略合作腾讯，共同推动超高清视听内容制作到传输、分发的全链路技术应用</td>
|
||
<td>年报/公告</td>
|
||
<td>公司整合全国知名短剧版权方，上线20余个平台，为家庭用户提供微短剧节目</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>中文在线</strong></td>
|
||
<td><span class="badge badge-category bg-warning">IP版权</span></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>互动</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>果麦文化</strong></td>
|
||
<td><span class="badge badge-category bg-warning">IP版权</span></td>
|
||
<td>拥有海量优质的IP和作家</td>
|
||
<td>互动</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>掌阅科技</strong></td>
|
||
<td><span class="badge badge-category bg-warning">IP版权</span></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>互动</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>平治信息</strong></td>
|
||
<td><span class="badge badge-category bg-warning">IP版权</span></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>网传纪要</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>华策影视</strong></td>
|
||
<td><span class="badge badge-category bg-success">影视制作</span></td>
|
||
<td>2024年影视行业营收18.82亿元，营收占比97.06%</td>
|
||
<td>年报</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>芒果超媒</strong></td>
|
||
<td><span class="badge badge-category bg-success">影视制作</span></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>年报</td>
|
||
<td>天娱传媒旗下艺人张杰、华晨宇、江映蓉、谭维维等</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>幸福蓝海</strong></td>
|
||
<td><span class="badge badge-category bg-success">影视制作</span></td>
|
||
<td>2024年影视音像制作业营收5.73亿元，营收占比87.56%</td>
|
||
<td>年报</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>欢瑞世纪</strong></td>
|
||
<td><span class="badge badge-category bg-success">影视制作</span></td>
|
||
<td>2024年影视行业营收3.85亿元，营收占比100%</td>
|
||
<td>年报</td>
|
||
<td>成毅、侯梦瑶、张睿等</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>慈文传媒</strong></td>
|
||
<td><span class="badge badge-category bg-success">影视制作</span></td>
|
||
<td>2024年影视剧营收3.53亿元，营收占比96.40%</td>
|
||
<td>年报</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>博纳影业</strong></td>
|
||
<td><span class="badge badge-category bg-success">影视制作</span></td>
|
||
<td>2024年剧集产品营收2.78亿元，营收占比19.02%</td>
|
||
<td>年报</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>*ST天洋</strong></td>
|
||
<td><span class="badge badge-category bg-success">影视制作</span></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>年报</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>华数数码</strong></td>
|
||
<td><span class="badge badge-category bg-success">影视制作</span></td>
|
||
<td>2024年电视剧业务营收1.69亿元，营收占比88.25%</td>
|
||
<td>年报</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>新媒股份</strong></td>
|
||
<td><span class="badge badge-category bg-success">影视制作</span></td>
|
||
<td>2024年内容版权业务营收8428.49万元，营收占比5.34%</td>
|
||
<td>年报</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>浙文影业</strong></td>
|
||
<td><span class="badge badge-category bg-success">影视制作</span></td>
|
||
<td>2024年影视行业营收0.3283亿元，营收占比1.08%</td>
|
||
<td>年报</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>思美传媒</strong></td>
|
||
<td><span class="badge badge-category bg-success">影视制作</span></td>
|
||
<td>2024年影视内容营收9.29万元，营收占比少于0.01%</td>
|
||
<td>年报</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>华策影视</strong></td>
|
||
<td><span class="badge badge-category bg-info">广告投放</span></td>
|
||
<td></td>
|
||
<td>公开资料</td>
|
||
<td>张嘉倪、张小斐、赵柯、杨之隆、陈都灵等</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>华谊兄弟</strong></td>
|
||
<td><span class="badge badge-category bg-info">广告投放</span></td>
|
||
<td></td>
|
||
<td>公开资料</td>
|
||
<td>冯绍峰、姚晨、沙溢等</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>遥望科技</strong></td>
|
||
<td><span class="badge badge-category bg-danger">经纪业务</span></td>
|
||
<td>贾乃亮的抖音认证MCN机构为遥望科技</td>
|
||
<td>互动</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>天下秀</strong></td>
|
||
<td><span class="badge badge-category bg-danger">经纪业务</span></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>互动</td>
|
||
<td></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
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<h5 class="mb-3">影视行业分析报告</h5>
|
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<p>本报告基于公开数据和行业洞察，分析影视行业从复苏到深度转型的关键阶段，探讨政策回暖、票房复苏和AI技术革新等核心驱动力对行业的影响。</p>
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<p>本报告仅供参考，不构成投资建议。投资者应根据自身风险承受能力和投资目标，谨慎做出投资决策。市场有风险，投资需谨慎。</p>
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