Omdia: Global micro-short drama revenue expected to reach $14 billion in 2026, media ETF Huaxia (516190) holding stock Focus Media rises 2.95%

NightAirdropper · 2026-03-17T20:16:19+00:00

On March 17th, the A-share media sector experienced a slight pullback, with the Huaxia Media ETF rising marginally. Omdia predicts that the global micro-short drama market will grow rapidly by 2026, with markets outside China making significant contributions. Open Source Securities points out that the micro-short drama and manhua drama market size will reach 100 billion yuan, with AI content creation driving industry transformation.

NightAirdropper

2026-03-17 20:16:19

Abstract generation in progress

On the afternoon of March 17, the A-share media sector experienced a slight pullback. As of 13:15, the Huaxia Media ETF (516190) increased by 0.40%, with leading holdings including Focus Media, 37 Interactive Entertainment, and Zhaojin Technology.

In terms of news, Omdia released data on March 17 showing that global micro-short dramas will generate $11 billion in revenue by 2025, and are expected to grow to $14 billion by the end of 2026. Outside of China, the market contributes $3 billion, with the United States now becoming the largest international market. By 2026, the U.S. is projected to account for 50% of micro-short drama revenue outside China, reaching $1.5 billion, highlighting the rapid global expansion of this content format.

Open Source Securities pointed out that by 2025, the market size for micro-short dramas and animated series will reach 100 billion yuan, a 98% year-over-year increase, with broad opportunities for high-quality domestic content to go abroad. The “IP + AI” model is disrupting the content ecosystem, with models like Seedance 2.0 lowering creative barriers. Rapid iteration of AIGC models is expected to continue pushing technological boundaries, potentially democratizing high-quality and stable AI content creation rights. The trend of content supply-side inflation may further strengthen, with industry resources shifting from technological leadership to creativity. The value of high-quality IP resources and copyright protection will be amplified.

The Huaxia Media ETF (516190) closely tracks the CSI Cultural and Entertainment Media Index, whose constituent stocks highly overlap with the “GEO concept.” Investing via ETFs is a good way to capture the AI application and media industry opportunities.

Related products: Huaxia Media ETF (516190), Huaxia Growth Enterprise Software ETF (159256), Huaxia Growth Enterprise 200 ETF (159573)

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