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mmmm
2020-03-27
[微笑]
疫情下的B站：电商业务受影响 用户增长超预期
mmmm
2020-03-25
[微笑]
mmmm
2020-03-17
可惜大部分提前止盈了，没想到美股这么不抗造。
mmmm
2018-10-30
$阿里巴巴(BABA)$ $腾讯控股(00700)$ 两位马爸爸你不心疼么
mmmm
2018-10-30
$腾讯控股(00700)$ 没钱补仓了
mmmm
2018-08-01
$腾讯控股(00700)$ 兄弟们别慌
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href=\"http://finance.eastmoney.com/a/202003191424811056.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7c7f2e3ab9856d4cdcb423e2c4f7a729","relate_stocks":{"BILI":"哔哩哔哩"},"source_url":"http://finance.eastmoney.com/a/202003191424811056.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2020144526","content_text":"原标题：疫情下的B站：电商业务受影响 用户增长超预期\r\n \n 疫情全球蔓延，线上平台迎来短暂窗口期。 3月18日，哔哩哔哩(Nasdsaq:BILI)发布了截至12月31日的2019财年第四季度及全年财报。财报显示，B站第四季度总净营收为人民币20.078亿元(约合2.884亿美元)，与上年同期相比增长74%；净亏损人民币3.872亿元(约合5560万美元)，上年同期净亏损为人民币1.908亿元，同比有所扩大；不按照美国通用会计准则计算，哔哩哔哩第四季度调整后净亏损为人民币3.369亿元(约合4840万美元)，上年同期调整后净亏损为人民币1.520亿元，同比有所扩大。 与此同时，四季度，B站月均活跃用户1.3亿，同比增长40%；移动端月均活跃用户同比增长46%至1.16亿，实现了自2018年上市以来的最高增幅。B站月均付费用户数同比增长100%，达到880万。毛利率持续上升，从2019年一季度的13.8%一路攀升至四季度的19.8%。 截至2019年12月31日，B站持有现金、现金等价物、定期存款和短期投资总额为81亿元人民币。 “疫情影响不大” 市场相当关心疫情对B站的冲击。 对此，在财报电话会上，B站董事长兼CEO陈睿作了解答，疫情短期对于B站整体影响不大。“考虑疫情因素在内，一季度的总营收为21.5亿至22亿人民币，环比和同比都有明显的增长。公司业务比较多，不同业务受到疫情影响也不一样，比如电商业务，受到物流方面影响，可能确认的财务收入会受到明显影响，但是像游戏和视频会员付费等业务，反而因为假期延长了一个多月受到正向影响，综合来看，短期对于B站整体影响不大。假期延长一个多月，对一季度而言，无论是用户增长幅度，还是使用时长和活跃度都明显超过预期。至于复工之后会不会有明显下调，本来今年工作重点之一就是用户增长，在这一点上来说，并不是靠天吃饭的。公司今年各种方式和措施在用户增长方面会持续地体现出来，我们会努力地做出一条平滑曲线。复工之后用户增长幅度和活跃度肯定不会像假期那么高，但不会是大起大落的过程。”他称。 此外，陈睿还继续强调了此前的增长目标，今年月活目标是1.8亿，明年目标为2.2亿。“即使在提高了用户增长目标的情况下，我们依然会把用户的质量和社区的氛围作为最最重要的工作。越来越重视商业方面的转换效率，比如用户付费转化效率和广告转化率增长，从过去几个季度的情况看，是高于用户增长速度的。” 商业化 另一头，用户数高增长背后，是B站内容“破圈”。 PUGV(Professional User Generated Video，即UP主创作的高质量视频)作为B站内容生态的基石，在第四季度占据平台整体播放量的91%。一个趋势是，UP主内容创作日益多元，过去一年，B站生活、娱乐、科技、学习等品类迅猛增长。 在OGV(Occupationally Generated Video，专业生产内容)方面，B站初见成效。在动画领域，2019年国创区的月活跃用户数量第一次超过番剧区，成为 B 站第一大专业内容品类。去年11月，B站举办了第二届MADE BY BILIBILI国创动画作品发布会，推出了《天官赐福》、《凡人修仙传》、《仙王的日常生活》等27部动画新作，并公布了包括《三体》在内的13部动画作品的新内容。在纪录片和综艺领域，B站自制及联合出品的一系列内容。多元的内容推动了付费会员及广告业务的增长。截至12月底，大会员数量同比高速增长111%达到760万。 流量增长推动了B站营收结构改善。2019年第四季度，B站非游戏业务收入同比增长157%达11.4亿元，占总营收57%。单个月活用户所带来的非游戏收入同比增长83%。 本季度，B站游戏业务收入同比增长22%至8.7亿元。在独代游戏方面，运营进入第四年的《命运-冠位指定》(Fate/Grand Order)在2019年底登顶App Store畅销榜。此外，B站作为游戏行业核心分发渠道的地位获得提升。《明日方舟》、《战双帕弥什》、《狐妖小红娘》及《阴阳师：百闻牌》等一系列于2019年发行的联运游戏。目前，B站拥有超过30款独代游戏储备，并将进一步推进游戏海外发行业务。 同时，四季度B站直播和增值服务收入5.7亿元，同比增长183%。广告业务收入快速增长81%至2.9亿元。B站第四季度电商及其他业务收入达2.8亿元，同比增长241%。 “即使在宏观环境一般的情况下，公司广告收入在四季度依然取得了同比81%的增长。随着B站品牌升级和品牌影响力提升，广告主预算也跟随用户发生了比较大迁移，可以看到今年一季度广告主对于B站的认知，从一个垂直平台发生了极大变化，B站也逐渐成为新品发布的必投平台，也是品牌对于年轻人营销的一个很重要阵地。从一季度开始，我们也会从广告策略，产品展示方式还有定价方面，不断形成一个小闭环，陆续推出符合B站广告形态的品类。从技术层面而言，还是会促进算法技术提升，这是今年对广告变现提升非常重视的一个环节。跟阿里的合作，四季度无论是双十一还是双十二，包括2019年春节晚会上，都进行得比较深度，包括聚划算赞助我们的晚会，其收获也超出了团队预期。今年会与阿里电商体系有更深入合作。我们有信心在一季度和全年保持广告业务的高速增长。”对于广告业务未来走向，B站副董事长兼首席运营官李旎称。 值得注意的是，随着疫情冲击，经济基本面变化，B站真的能够独善其身吗？或许很难。“随着经济增长放缓，广告主投放肯定会变少，爱优腾这一趋势已经相对明显，对平台来说，起码天花板会变得很低。消费者其他各项支出也会大概率减少，融资也会受到冲击。”有全国性文娱公司高管对21世纪经济报道记者说，他目前的选择是，低调过冬。（文章来源：21世纪经济报道）\n\r\n 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16:21","market":"hk","language":"zh","title":"疫情下的B站：电商业务受影响 用户增长超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2020144526","media":"21世纪经济报道","summary":"疫情全球蔓延，线上平台迎来短暂窗口期。3月18日，哔哩哔哩(Nasdsaq:BILI)发布了截至12月31日的2019财年第四季度及全年财报。","content":"<div>\n<p>原标题：疫情下的B站：电商业务受影响 用户增长超预期\r\n \n 疫情全球蔓延，线上平台迎来短暂窗口期。 3月18日，哔哩哔哩(Nasdsaq:BILI)发布了截至12月31日的2019财年第四季度及全年财报。财报显示，B站第四季度总净营收为人民币20.078亿元(约合2.884亿美元)，与上年同期相比增长74%；净亏损人民币3.872亿元(约合5560万美元)，上年同期...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202003191424811056.html\">Web Link</a>\n\n</div>\n","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>疫情下的B站：电商业务受影响 用户增长超预期</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n疫情下的B站：电商业务受影响 用户增长超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-03-19 16:21 北京时间 <a href=http://finance.eastmoney.com/a/202003191424811056.html><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：疫情下的B站：电商业务受影响 用户增长超预期\r\n \n 疫情全球蔓延，线上平台迎来短暂窗口期。 3月18日，哔哩哔哩(Nasdsaq:BILI)发布了截至12月31日的2019财年第四季度及全年财报。财报显示，B站第四季度总净营收为人民币20.078亿元(约合2.884亿美元)，与上年同期相比增长74%；净亏损人民币3.872亿元(约合5560万美元)，上年同期...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202003191424811056.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7c7f2e3ab9856d4cdcb423e2c4f7a729","relate_stocks":{"BILI":"哔哩哔哩"},"source_url":"http://finance.eastmoney.com/a/202003191424811056.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2020144526","content_text":"原标题：疫情下的B站：电商业务受影响 用户增长超预期\r\n \n 疫情全球蔓延，线上平台迎来短暂窗口期。 3月18日，哔哩哔哩(Nasdsaq:BILI)发布了截至12月31日的2019财年第四季度及全年财报。财报显示，B站第四季度总净营收为人民币20.078亿元(约合2.884亿美元)，与上年同期相比增长74%；净亏损人民币3.872亿元(约合5560万美元)，上年同期净亏损为人民币1.908亿元，同比有所扩大；不按照美国通用会计准则计算，哔哩哔哩第四季度调整后净亏损为人民币3.369亿元(约合4840万美元)，上年同期调整后净亏损为人民币1.520亿元，同比有所扩大。 与此同时，四季度，B站月均活跃用户1.3亿，同比增长40%；移动端月均活跃用户同比增长46%至1.16亿，实现了自2018年上市以来的最高增幅。B站月均付费用户数同比增长100%，达到880万。毛利率持续上升，从2019年一季度的13.8%一路攀升至四季度的19.8%。 截至2019年12月31日，B站持有现金、现金等价物、定期存款和短期投资总额为81亿元人民币。 “疫情影响不大” 市场相当关心疫情对B站的冲击。 对此，在财报电话会上，B站董事长兼CEO陈睿作了解答，疫情短期对于B站整体影响不大。“考虑疫情因素在内，一季度的总营收为21.5亿至22亿人民币，环比和同比都有明显的增长。公司业务比较多，不同业务受到疫情影响也不一样，比如电商业务，受到物流方面影响，可能确认的财务收入会受到明显影响，但是像游戏和视频会员付费等业务，反而因为假期延长了一个多月受到正向影响，综合来看，短期对于B站整体影响不大。假期延长一个多月，对一季度而言，无论是用户增长幅度，还是使用时长和活跃度都明显超过预期。至于复工之后会不会有明显下调，本来今年工作重点之一就是用户增长，在这一点上来说，并不是靠天吃饭的。公司今年各种方式和措施在用户增长方面会持续地体现出来，我们会努力地做出一条平滑曲线。复工之后用户增长幅度和活跃度肯定不会像假期那么高，但不会是大起大落的过程。”他称。 此外，陈睿还继续强调了此前的增长目标，今年月活目标是1.8亿，明年目标为2.2亿。“即使在提高了用户增长目标的情况下，我们依然会把用户的质量和社区的氛围作为最最重要的工作。越来越重视商业方面的转换效率，比如用户付费转化效率和广告转化率增长，从过去几个季度的情况看，是高于用户增长速度的。” 商业化 另一头，用户数高增长背后，是B站内容“破圈”。 PUGV(Professional User Generated Video，即UP主创作的高质量视频)作为B站内容生态的基石，在第四季度占据平台整体播放量的91%。一个趋势是，UP主内容创作日益多元，过去一年，B站生活、娱乐、科技、学习等品类迅猛增长。 在OGV(Occupationally Generated Video，专业生产内容)方面，B站初见成效。在动画领域，2019年国创区的月活跃用户数量第一次超过番剧区，成为 B 站第一大专业内容品类。去年11月，B站举办了第二届MADE BY BILIBILI国创动画作品发布会，推出了《天官赐福》、《凡人修仙传》、《仙王的日常生活》等27部动画新作，并公布了包括《三体》在内的13部动画作品的新内容。在纪录片和综艺领域，B站自制及联合出品的一系列内容。多元的内容推动了付费会员及广告业务的增长。截至12月底，大会员数量同比高速增长111%达到760万。 流量增长推动了B站营收结构改善。2019年第四季度，B站非游戏业务收入同比增长157%达11.4亿元，占总营收57%。单个月活用户所带来的非游戏收入同比增长83%。 本季度，B站游戏业务收入同比增长22%至8.7亿元。在独代游戏方面，运营进入第四年的《命运-冠位指定》(Fate/Grand Order)在2019年底登顶App Store畅销榜。此外，B站作为游戏行业核心分发渠道的地位获得提升。《明日方舟》、《战双帕弥什》、《狐妖小红娘》及《阴阳师：百闻牌》等一系列于2019年发行的联运游戏。目前，B站拥有超过30款独代游戏储备，并将进一步推进游戏海外发行业务。 同时，四季度B站直播和增值服务收入5.7亿元，同比增长183%。广告业务收入快速增长81%至2.9亿元。B站第四季度电商及其他业务收入达2.8亿元，同比增长241%。 “即使在宏观环境一般的情况下，公司广告收入在四季度依然取得了同比81%的增长。随着B站品牌升级和品牌影响力提升，广告主预算也跟随用户发生了比较大迁移，可以看到今年一季度广告主对于B站的认知，从一个垂直平台发生了极大变化，B站也逐渐成为新品发布的必投平台，也是品牌对于年轻人营销的一个很重要阵地。从一季度开始，我们也会从广告策略，产品展示方式还有定价方面，不断形成一个小闭环，陆续推出符合B站广告形态的品类。从技术层面而言，还是会促进算法技术提升，这是今年对广告变现提升非常重视的一个环节。跟阿里的合作，四季度无论是双十一还是双十二，包括2019年春节晚会上，都进行得比较深度，包括聚划算赞助我们的晚会，其收获也超出了团队预期。今年会与阿里电商体系有更深入合作。我们有信心在一季度和全年保持广告业务的高速增长。”对于广告业务未来走向，B站副董事长兼首席运营官李旎称。 值得注意的是，随着疫情冲击，经济基本面变化，B站真的能够独善其身吗？或许很难。“随着经济增长放缓，广告主投放肯定会变少，爱优腾这一趋势已经相对明显，对平台来说，起码天花板会变得很低。消费者其他各项支出也会大概率减少，融资也会受到冲击。”有全国性文娱公司高管对21世纪经济报道记者说，他目前的选择是，低调过冬。（文章来源：21世纪经济报道）\n\r\n (责任编辑：DF526)","news_type":1},"isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":920526750,"gmtCreate":1585065710570,"gmtModify":1704356826286,"author":{"id":"3477618107390712","authorId":"3477618107390712","name":"mmmm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3477618107390712","authorIdStr":"3477618107390712"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/920526750","isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":964589877,"gmtCreate":1584414509199,"gmtModify":1704354028214,"author":{"id":"3477618107390712","authorId":"3477618107390712","name":"mmmm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3477618107390712","authorIdStr":"3477618107390712"},"themes":[],"htmlText":"可惜大部分提前止盈了，没想到美股这么不抗造。","listText":"可惜大部分提前止盈了，没想到美股这么不抗造。","text":"可惜大部分提前止盈了，没想到美股这么不抗造。","images":[{"img":"https://static.tigerbbs.com/78fa93e07ddc5a31ac38dff2cfbf75a9","width":"640","height":"1069"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/964589877","isVote":1,"tweetType":1,"viewCount":1419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}
