刘强东也要入局短剧？京东内测独立短剧产品：打法和红果有什么区别？

澎湃新闻08:20

刘强东也要入局短剧了？　　11月10日，澎湃新闻记者获悉，京东内测独立短剧产品“京东追剧福利社”，采用免费模式，核心玩法是“看剧领福利、剧中同款直接买，京东发货”。　　和抖音、快手的短剧核心是抓住用户时长，靠广告或付费解锁剧集变现不同的是，京东采取另一种方式入局：把付费环节直接砍掉，以免费短剧聚拢注意力，再通过“剧中同款直接买”和看剧领优惠券，把娱乐行为与消费行为绑定在一起。　　这意味着，...

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JD.com's internal testing of independent short drama products: What are the differences between the strategy and Hongguo?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89618":0.6,"JD":1.94,"09618":1.94},"content_text":"刘强东也要入局短剧了？\n　　11月10日，澎湃新闻记者获悉，京东内测独立短剧产品“京东追剧福利社”，采用免费模式，核心玩法是“看剧领福利、剧中同款直接买，京东发货”。\n\n　　和抖音、快手的短剧核心是抓住用户时长，靠广告或付费解锁剧集变现不同的是，京东采取另一种方式入局：把付费环节直接砍掉，以免费短剧聚拢注意力，再通过“剧中同款直接买”和看剧领优惠券，把娱乐行为与消费行为绑定在一起。\n　　这意味着，京东做短剧的底层目标并非卖剧或抢占娱乐时长，而是把短剧当作一件导购工具，借助剧情的强情绪完成商品转化，将追剧观众沉淀为平台购物用户。\n\n　　不过根据记者测试发现，目前相关功能尚处在测试完善阶段，实际体验中暂未发现对应的电商跳转入口。截至发稿，京东方面尚未回应。\n　　从实测体验看，“京东追剧福利社”的产品形态与市面主流短剧应用相似：首页设有“猜你喜欢”板块，覆盖都市日常、悬疑推理、战神归来、重生、打脸虐渣等成熟标签，支持上下滑动刷剧、倍速播放、收藏和观看历史。\n　　京东对短剧的布局并非临时起意。2025年7月，京东就已对外招聘短剧运营岗位，核心岗位月薪45K至70K、实行20薪，折算年薪最高可达140万元，岗位职责包括搭建短剧IP与剧本分级体系、协同推荐和产品团队拉动业务增长。\n　　在自制内容侧，京东此前已与快手展开深度合作，投入10亿现金加10亿流量联合定制短剧，双方合作的AI真人科幻短剧《来自星星的我们》全网播放量超过1亿；2025年双十一期间，快手星芒短剧还集中上线了7部京东独家冠名的定制剧集。\n短剧《来自星星的我们》\n　　据第三方研究机构数据，截至2026年5月，短剧去重用户规模达8.51亿，占移动互联网活跃用户的67%；DataEye研究院预估2026年微短剧市场规模突破1210亿元，同比增长21%。\n　　用户注意力的迁移同样剧烈：市场研究机构QuestMobile数据显示，2026年9月，字节旗下红果短剧用户规模达到4.3亿，已超过豆包，成为字节跳动旗下仅次于抖音的第二大应用；红果独立App日活达到1.68亿，超过腾讯视频、爱奇艺、优酷、芒果TV四家长视频平台日活总和。\n　　据研究机构数据，截至今年5月，国内短剧用户规模达8.51亿，覆盖近七成移动互联网用户；另有数据称，今年中国微短剧、AI剧漫剧市场规模合计将突破1210亿元。\n　　热火烹油的短剧赛道，正在吸引互联网巨头的集中入场。今年10月，腾讯低调上线内嵌于微信生态的“绿泡泡短剧”小程序，以“免费好剧，一点就看”为核心定位，直接对标红果短剧，引发行业广泛关注。\n　　据悉，绿泡泡采取全内容免费、单集广告变现的模式，平台本身不直接生产内容，全部剧集由第三方短剧制作方、授权发行方提供，腾讯仅提供入口和流量。\n　　据微信官方披露，通过绿泡泡短剧观看的用户人均时长约为行业大盘的5倍，留存率达到大盘的2.5倍以上。在灰度测试阶段，一部AI仿真人短剧《影后芽芽》上线3天播放量破数亿，小程序与视频号双端合计触达超1000万用户。\n　　但京东要走的“剧货绑定”路径，与红果、绿泡泡的模式都不一样，以红果为例，红果的逻辑是先聚集海量追剧流量，再在内容中嵌入货架，依靠AI画面识别在播放页弹出“搜同款”入口，暂停剧集即可一键跳转抖音小店，平台自身不承担供应链，只负责把流量导给商家。\n　　京东则手握自营供应链和履约体系，把免费短剧当成导购的前置环节：用户在剧中看到角色穿的衣服、用的数码产品，可以顺手领券下单，由京东直接发货，不需要跳出到外部平台完成交易，底层目标不是卖剧，而是借短剧的强情绪，完成商品转化。\n　　放在电商巨头集体下注短剧的坐标系里，京东的打法也显得颇为独特：淘宝走“品牌定制”路线，以“AI剧百万激励计划”开放超2万部IP，把短剧嵌入品牌营销与站内转化；拼多多押注AI互动剧，用“看剧领现金”拉长下沉市场用户的停留时间；美团则把短剧当作本地生活的“场景说明书”，将奶茶、小龙虾、餐厅埋进剧情，导向到店核销。\n　　不过，短剧带来的情绪冲动，未来究竟能否通过京东电商平台实现有效转化，成效几何？目前仍然有待观察。\n　　华东政法大学经济法学院副教授翟巍向澎湃新闻记者表示，京东入局短剧，将进一步强化已经白热化的短剧赛道竞争。值得注意的是，京东主要将短剧当作电商导购工具，这是一种“外溢式”的电商经营模式创新探索，也是京东拓展自身横跨多市场的生态系统的重要步骤。不过，近年来京东已在外卖、游艇等众多行业开疆辟土，投入大量资源，能否具有能力在短剧领域持续深耕，尚存疑问，这一探索创新的经营模式能否落地实施并最终取得成效，也有待观察。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.53.0","shortVersion":"4.53.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2682732863","isCrawlerRequest":true}