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2021-02-06
为啥不赶超抖音，而要赶超快手呢，是觉得快手弱吗
加速泛化的B站
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2019-10-24
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2019-01-18
$优信(UXIN)$ 老了老弟
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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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加速泛化的B站\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-02 07:29 北京时间 <a href=http://mp.weixin.qq.com/s/oDjCZyq1JzLNGeGo-6q6XA><strong>中泰证券研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本篇报告旨在通过分析B站2015~2020年6年间UP主上传内容数量、类型等的变化（注：数据为手动分析官网数据，若与官方披露存在误差，则以官方数据为准），来剖析B站当前所处的发展阶段和未来发展潜力：\n1）B站UP主与内容量大幅提升：2020年年初开始，平台内容数量出现明显跃升，截至2020Q4平台单季度上传内容数量较去年同期增长142%，其背后原因是由于大量新人UP主的涌入，B站2020年新增新人...</p>\n\n<a href=\"http://mp.weixin.qq.com/s/oDjCZyq1JzLNGeGo-6q6XA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e30ab0ee16faafeea2be8f8bba49e5f3","relate_stocks":{"BILI":"哔哩哔哩"},"source_url":"http://mp.weixin.qq.com/s/oDjCZyq1JzLNGeGo-6q6XA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191695788","content_text":"本篇报告旨在通过分析B站2015~2020年6年间UP主上传内容数量、类型等的变化（注：数据为手动分析官网数据，若与官方披露存在误差，则以官方数据为准），来剖析B站当前所处的发展阶段和未来发展潜力：\n1）B站UP主与内容量大幅提升：2020年年初开始，平台内容数量出现明显跃升，截至2020Q4平台单季度上传内容数量较去年同期增长142%，其背后原因是由于大量新人UP主的涌入，B站2020年新增新人UP主数量为611万，同比增长135%，5年间新增UP主的复合增速为124%，且新增UP主次年留存率呈现逐年攀升趋势，2020年达到47%。\n2）内容由ACG向泛生活转变，利于商业化。2020Q4内容数量前3大投稿分区为游戏区、生活区、知识区，占比分别为30.4%、24.5%、9.6%，对比2015Q1内容投稿前3大分区为游戏区、音乐区、动画区，占比为34.9%、17.1%、11.4%。2020年生活区投稿内容绝对量同比2019年增长190%，知识区同比增长283%，UP主增长最快的分区亦为生活区、知识区，更为泛化内容利于商业变现。\n3）泛化的内容并没有导致核心用户大量流失，基本盘持续做大。我们统计了鬼畜+动画+番剧+国创区4个分区内容数量和用户发弹幕数量占比情况，从整体弹幕占比数量来看，远远超过内容数量，说明鬼畜+动画+番剧+国创区4个分区的用户的活跃度依旧很高。泛化的内容，带来的是更多的用户受众，截至2020Q3 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