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《大行報告》中金:內地整治短視頻侵權可令生態完善 關注視頻平台及版權公司閱文等
阿思達克 04-26 12:01
中金發表報告表示,就國務院新聞辦公室昨天(25日)舉行發布會,中宣部版權管理局負責人介紹了在影視作品版權保護方面的現有成果和未來部署,強調將堅決整治未經授權復制、傳播他人影視音樂作品,並回應短視頻等內容創作平台侵權現象,而該行料內地網絡視頻版權生態或持續完善 。

針對記者關於短視頻等內容創作平台上網民創作內容作品侵權現象的問題,中宣部版權管理局局長於慈珂表示,著作權法中作品未經許可不得傳播使用的基本原則同樣適用於影視作品,今年將續加強相關工作,包括第一是繼續加大對短視頻領域侵權行為打擊力度,堅決整治短視頻平台以及自媒體、公眾賬號生產運營者未經授權復制、表演、傳播他人影視、音樂等作品的侵權行為;第二是推動短視頻平台以及自媒體、公眾賬號運營企業全面履行主體責任,切實加強版權制度建設;第三是鼓勵支持電影著作權集體管理組織加強自身建設,依法開展電影作品著作權集體管理。

中金認為相關舉措有望打擊內地現存影視作品盜版傳播問題,形成「先授權後使用」的健康版權生態,使內容生產方合法權益得到進一步保障。

該行指,由於影視內容的頭部聚集效應較為明顯,當前易在短視頻平台受到盜版傳播的版權內容多為具備較高話題度和流量的S級爆款劇集。隨著版權管理強化,中金認為擁有優質劇集內容的版權方,如劇集公司和長視頻平台或受益於盜版損失的減少,實現用戶流量的回流和內容收入的改善;同時隨著版權產業有序發展,相關公司在To B版權轉授權業務方面有望發展,從而實現版權內容收入來源的多元化及商業模式的豐富化,並降低收入業績的波動性。

中金認為具備優質版權內容儲備的公司更有可能受益於版權生態的改善,建議關注相關視頻平台,以及具備優質內容生產能力的劇集公司華策影視(300133.SZ)及擁有新麗傳媒的閱文集團(00772.HK),內容版權服務公司視覺中國(000681.SZ)。

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