日亏3.5个亿！快手上半年巨亏648亿元 “元凶”是它

国际金融报2021-08-26

8月25日，快手揭晓了2021年上半年及第二季度业绩。财报显示，2021年第二季度，快手实现营业收入为191.38亿元，同比增长48.8%，同期净亏损为70.4亿元，相较去年同期的376亿元收窄81.3%。整体来看，2021年上半年，快手实现营业收入362亿元，同比上涨42.8%，净亏损则高达648亿元，同比收窄4.9%。据此计算，今年上半年，快手日均亏损额超过3.5亿元。近年来，短视频赛道...

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精彩评论

patricklowck
2021-08-26
patricklowck
The concept of tiktok is clear-cut.. It didn't spend money to encouraged people to download and that the reason why kwaishou will lost out.. Using money to promote an app can't last... If I am paid to download an app I will delete it after getting paid.. It's logical! It's because the purpose is to get the money instead of using the apps.
辉煌者
2021-08-26
辉煌者
就快手这个股价，当年辞职实现财务自由的，现在快乐吗？
大伟大伟
2021-08-26
大伟大伟
庸俗、低级视频，毒害年轻人的垃圾平台，赶紧退市
- 利弗莫尔阿拉丁:
  内容低俗，拉低整体国民素质，跟国家发展背道而行，这样的平台持续不了多久！
行天下639800
2021-08-26
行天下639800
竞争激烈了
mun88
2021-08-26
mun88
唉。。

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Aauto Quicker lost 64.8 billion yuan in the first half of the year. The \"culprit\" is it","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/005387d78026756d1f0424dbeb0ccdda","symbols_score_info":{"90022":0.9,"01024":0.9},"content_text":"8月25日，快手揭晓了2021年上半年及第二季度业绩。\n财报显示，2021年第二季度，快手实现营业收入为191.38亿元，同比增长48.8%，同期净亏损为70.4亿元，相较去年同期的376亿元收窄81.3%。\n整体来看，2021年上半年，快手实现营业收入362亿元，同比上涨42.8%，净亏损则高达648亿元，同比收窄4.9%。据此计算，今年上半年，快手日均亏损额超过3.5亿元。\n近年来，短视频赛道发展迅猛，作为领域龙头之一，自今年2月上市以来，快手一直备受关注，因此，上半年亏损超600亿消息出来后，迅速引发市场关注。\n日亏3.5个亿\n今年第二季度，快手线上营销服务收入同比增长156.2%至99.6亿元。上半年，该项业务的整体收入为185.2亿元，较去年同期的71.6亿元大幅增长158.7%。从收入占比来看，线上营销服务收入已经取代直播成为快手的第一大主营业务，占比由去年上半年的28%大幅提升至51%。\n相比之下，快手的直播业务则出现下滑。具体来看，第二季度实现收入71.9亿元，同比下降13.8%，上半年整体收入为144.4亿元，同比下滑16.8%。\n此外，包括电商在内的其他服务收入今年上半年创收31.9亿元，大幅增长293.8%。据财报披露，今年上半年，平台电商交易总额达到2639.6亿元，约为去年同期的2.5倍。其中，快手小店作为快手电商业务的闭环模式，对电商交易总额的贡献率从2020年同期的66.4%增长至2021年第二季度的90.7%。\n用户数据方面，快手平均日活跃用户同比增长11.9%至2.932亿人，日均使用时长达到106.9分钟，同比增长25.2%。截至2021年第二季度末，快手互关用户对数达126亿对，同比增长60%。另外，海外市场月活跃用户已超过1.8亿人。\n那么，究竟是什么导致了快手出现巨亏？\n财报显示，由于2021年2月完成首次公开发售，因此2021年第二季度的可转换可赎回优先股公允价值变动为0，而一季度录得亏损近513亿元，这直接导致上半年账面亏损共计648亿元。\n据了解，可转换可赎回优先股(下称“优先股”)是一种介于普通股和债券之间的混合型证券。优先股在资产负债表上，归类为负债，且以公允价值计量。换言之，由于公司业绩和估值的上升，优先股的价值增长，反而在财务上体现为负债增加。\n不过，若不考虑优先股的公允价值变动及以股份为基础的薪酬开支，今年上半年，快手的经调整净亏损仍达到96.9亿元，同比扩大54.2%。\n对于快手的持续亏损，IT产业时评人张书乐在接受《国际金融报》记者采访时表示，“短视频各平台内容上的同质化、用户维度的泛大众化越发明显，快手和抖音的内容差异、用户差异也几近为零，这逼迫快手只能用烧钱的方式确保自身和抖音之间的差距不被扩大，并探索新的护城河，如农产品带货等，这给快手带来了极大的资金压力，也进而造成了一定的亏损。”\n市值半年缩水1.4万亿港元\n作为短视频赛道的龙头之一，快手自官宣上市之日起便备受关注。彼时，快手还创下了港股史上申购人数最多的IPO纪录，不少投资者手握现金，争先恐后地上车。\n上市之初，快手的股价连续飙升，市值一度突破1.7万亿港元，成为中国第五大互联网上市公司，造就了资本市场的又一个造富神话。\n然而，好景不长，在股价达到417.8港元的峰值之后，快手便进入下跌通道。截至8月25日收盘，快手报77.5港元，较顶点时期相比降幅达80%以上，总市值缩水1.4万亿港元。\n值得一提的是，似是为了回应股价震荡的质疑声，8月6日，快手日报官方微信公众号推送了一条题为“潮起潮落是什么都不为”的推文。文中，快手以歌单的形式写道：“朋友，冷静面对非理性震荡，潮起潮落是什么都不为，明天会更好。”文末，快手还强调了“长期主义”，并配以近千个“长”字。\n在业内人士看来，此前的市场过于疯狂，快手市值的走低是回归常态的表现。\n张书乐告诉记者，现在短视频领域基本处在剩者为王的状态，头部基本被抖音、快手和微信视频号锁定，其盈利模式也基本显现，且转换率在用户密度和用户维度都极大的情况下较传统内容分发平台要高。\n“但快手过去走土味的差异化模式却难以为继。”张书乐直言，如果不能走出同质化状态，快手将变成一个高仿版抖音，并在赢家通吃的互联网游戏规则中逐步被抖音拉开差距，因此其市值走低也说明资本市场对其“失望”，也是一个合理的市场认知和对其现状的较准确估算。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":810625472,"gmtCreate":1629973878296,"gmtModify":1631886507088,"author":{"id":"3565580415318008","authorId":"3565580415318008","name":"patricklowck","avatar":"https://static.tigerbbs.com/fc04396a7aff08c74904d7b520596366","vip":1,"crmLevel":8,"crmLevelSwitch":0,"idStr":"3565580415318008","authorIdStr":"3565580415318008"},"htmlText":"The concept of tiktok is clear-cut.. It didn't spend money to encouraged people to download and that the reason why kwaishou will lost out.. Using money to promote an app can't last... If I am paid to download an app I will delete it after getting paid.. It's logical!&nbsp; It's because the purpose is to get the money instead of using the apps.","listText":"The concept of tiktok is clear-cut.. It didn't spend money to encouraged people to download and that the reason why kwaishou will lost out.. Using money to promote an app can't last... If I am paid to download an app I will delete it after getting paid.. It's logical!&nbsp; It's because the purpose is to get the money instead of using the apps.","text":"The concept of tiktok is clear-cut.. It didn't spend money to encouraged people to download and that the reason why kwaishou will lost out.. Using money to promote an app can't last... If I am paid to download an app I will delete it after getting paid.. It's logical! It's because the purpose is to get the money instead of using the apps.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810625472","repostId":2162052252,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":810634552,"gmtCreate":1629970264476,"gmtModify":1629970264476,"author":{"id":"3577240304399063","authorId":"3577240304399063","name":"辉煌者","avatar":"https://static.tigerbbs.com/a98ea9716364064bd83304652ad2eda0","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3577240304399063","authorIdStr":"3577240304399063"},"htmlText":"就快手这个股价，当年辞职实现财务自由的，现在快乐吗？","listText":"就快手这个股价，当年辞职实现财务自由的，现在快乐吗？","text":"就快手这个股价，当年辞职实现财务自由的，现在快乐吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810634552","repostId":2162052252,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":810887491,"gmtCreate":1629962988013,"gmtModify":1629963038212,"author":{"id":"3526692614202261","authorId":"3526692614202261","name":"大伟大伟","avatar":"https://static.tigerbbs.com/04a3ce61112d4c0ec3f5d6d97f3f6475","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3526692614202261","authorIdStr":"3526692614202261"},"htmlText":"庸俗、低级视频，毒害年轻人的垃圾平台，赶紧退市","listText":"庸俗、低级视频，毒害年轻人的垃圾平台，赶紧退市","text":"庸俗、低级视频，毒害年轻人的垃圾平台，赶紧退市","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810887491","repostId":2162052252,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5654659,"gmtCreate":1629968211849,"gmtModify":1629968211849,"authorId":3585117113522046,"author":{"id":3585117113522046,"idStr":"3585117113522046","authorId":3585117113522046,"name":"利弗莫尔阿拉丁","avatar":"https://static.tigerbbs.com/282d031b62e9ab3150ec941f89ccbcb3","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":810887491,"type":1,"supId":0,"prevId":0,"content":"内容低俗，拉低整体国民素质，跟国家发展背道而行，这样的平台持续不了多久！","text":"内容低俗，拉低整体国民素质，跟国家发展背道而行，这样的平台持续不了多久！","html":"内容低俗，拉低整体国民素质，跟国家发展背道而行，这样的平台持续不了多久！"}],"langContent":"CN"},{"id":810800416,"gmtCreate":1629958247535,"gmtModify":1629958247535,"author":{"id":"3444732750101190","authorId":"3444732750101190","name":"行天下639800","avatar":"https://static.laohu8.com/7a9872d82227fdf805e09770cb2961a8","vip":1,"crmLevel":5,"crmLevelSwitch":1,"idStr":"3444732750101190","authorIdStr":"3444732750101190"},"htmlText":"竞争激烈了","listText":"竞争激烈了","text":"竞争激烈了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810800416","repostId":2162052252,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":810175570,"gmtCreate":1629957928290,"gmtModify":1633681173464,"author":{"id":"3582268185056357","authorId":"3582268185056357","name":"mun88","avatar":"https://static.tigerbbs.com/bbdbfbe8db76bdbd67cd9b70cd3db803","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3582268185056357","authorIdStr":"3582268185056357"},"htmlText":"唉。。","listText":"唉。。","text":"唉。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810175570","repostId":2162052252,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":73,"commentSize":15,"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,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","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/2162052252"}