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《大行报告》中金:内地整治短视频侵权可令生态完善 关注视频平台及版权公司阅文等
阿思达克 04-26 12:01
中金发表报告表示,就国务院新闻办公室昨天(25日)举行发布会,中宣部版权管理局负责人介绍了在影视作品版权保护方面的现有成果和未来部署,强调将坚决整治未经授权复制、传播他人影视音乐作品,并回应短视频等内容创作平台侵权现象,而该行料内地网络视频版权生态或持续完善 。

针对记者关於短视频等内容创作平台上网民创作内容作品侵权现象的问题,中宣部版权管理局局长於慈珂表示,着作权法中作品未经许可不得传播使用的基本原则同样适用於影视作品,今年将续加强相关工作,包括第一是继续加大对短视频领域侵权行为打击力度,坚决整治短视频平台以及自媒体、公众账号生产运营者未经授权复制、表演、传播他人影视、音乐等作品的侵权行为;第二是推动短视频平台以及自媒体、公众账号运营企业全面履行主体责任,切实加强版权制度建设;第三是鼓励支持电影着作权集体管理组织加强自身建设,依法开展电影作品着作权集体管理。

中金认为相关举措有望打击内地现存影视作品盗版传播问题,形成「先授权後使用」的健康版权生态,使内容生产方合法权益得到进一步保障。

该行指,由於影视内容的头部聚集效应较为明显,当前易在短视频平台受到盗版传播的版权内容多为具备较高话题度和流量的S级爆款剧集。随着版权管理强化,中金认为拥有优质剧集内容的版权方,如剧集公司和长视频平台或受益於盗版损失的减少,实现用户流量的回流和内容收入的改善;同时随着版权产业有序发展,相关公司在To B版权转授权业务方面有望发展,从而实现版权内容收入来源的多元化及商业模式的丰富化,并降低收入业绩的波动性。

中金认为具备优质版权内容储备的公司更有可能受益於版权生态的改善,建议关注相关视频平台,以及具备优质内容生产能力的剧集公司华策影视(300133.SZ)及拥有新丽传媒的阅文集团(00772.HK),内容版权服务公司视觉中国(000681.SZ)。

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