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从你的全世界路过摔了一跤
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从你的全世界路过摔了一跤
03-08
$特斯拉(TSLA)$
特斯拉还会下跌📉,原因很简单,什么时候特斯拉不吹牛了,马斯克不忽悠了,就涨回来,但是这期间其他的同行可不会对你留手,之前你特斯拉玩先发优势疯狂降价想把同行搞死的时候就是众矢之的,同行只要没死,你就等着被趁病要命吧[哟哟]
从你的全世界路过摔了一跤
10-15
$哔哩哔哩(BILI)$
快见底了,哔哩哔哩可以分批建仓了
从你的全世界路过摔了一跤
10-03
$苹果(AAPL)$
根据苹果在中国三季度的销量,以及品牌号召力,看空苹果,苹果这种高负债高杠杆高周转的玩法本身就需要以不断增长的销量为基础,当销量开始持续下滑那么供应商的回款将成为问题,上一个这么玩的企业被发布做空报告的企业叫恒大,对于苹果在未来的一个月有必要发布一份做空报告!
从你的全世界路过摔了一跤
11-08
$WTI原油2412(CL2412)$
从你的全世界路过摔了一跤
08-04
$拼多多(PDD)$
什么叫有预见性?本来那时都想在B站专门做一期视频狠狠扒一扒某夕夕的,最近几天发生的事只不过是某夕夕透支未来崩盘的开始,轻资产说好听叫轻资产说难听就是脚步虚浮,一个脚步虚浮还没道德底线的公司我就看能坚持几年
从你的全世界路过摔了一跤
03-08
$拼多多(PDD)$
早就说过拼夕夕垃圾股,现在跌倒一百一十多了吧,放心这还不是底,不怕死的赶紧冲梭哈,用电视剧大时代里面的名场面就是,不要慌是技术性回调,人傻钱多赶紧来
从你的全世界路过摔了一跤
11-26 00:23
$哔哩哔哩(BILI)$
再抄一点点,等后续回调
从你的全世界路过摔了一跤
11-21
$哔哩哔哩(BILI)$
可以继续抄底了
从你的全世界路过摔了一跤
11-07
$WTI原油2412(CL2412)$
从你的全世界路过摔了一跤
10-25
$WTI原油2412(CL2412)$
从你的全世界路过摔了一跤
10-31
$WTI原油2412(CL2412)$
从你的全世界路过摔了一跤
10-25
$特斯拉(TSLA)$
庄家忙着出货吧?这就财报能撑得起这波上涨?
从你的全世界路过摔了一跤
10-03
$哔哩哔哩(BILI)$
请问哔哩哔哩盈利了没有?(净亏损)今年国内消费三季度你觉得如何?(没比去年同年增长多少,自己去看统计局数据)我告诉你我可是有自己调查一线消费数据的,我就看这波政策上涨能持续多久(可持续性多久?都还没第二轮降息,总统也还没选出来,外交部也还在深入交换意见,世界也还在打仗),还有最后一个巴菲特去日股了,我就看华尔街的做空报告什么时候出来,据我收集到的信息,企业调查应该早就开始了吧
从你的全世界路过摔了一跤
11-19
$WTI原油2501(CL2501)$
从你的全世界路过摔了一跤
10-17
$英特尔(INTC)$
英特尔已经陷入最危险的境地,股价还有大幅下跌空间
从你的全世界路过摔了一跤
10-15
$苹果(AAPL)$
苹果四季度财报低于预期,如果高于预期那么存在财务造假可能做多收入
从你的全世界路过摔了一跤
11-08
$小米集团-W(01810)$
小米的综合能力最强,适合长期持有
从你的全世界路过摔了一跤
10-23
$哔哩哔哩(BILI)$
不知道之前说我的人现在还会不会啃声了,我就是做空苹果做多哔哩哔哩
从你的全世界路过摔了一跤
10-09
$拼多多(PDD)$
观点不变,继续看空,没有未来的公司
从你的全世界路过摔了一跤
11-12
$黄金2412(GC2412)$
去老虎APP查看更多动态
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再抄一点点,等后续回调","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374828084629904","isVote":1,"tweetType":1,"viewCount":1033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373402321436792,"gmtCreate":1732198662402,"gmtModify":1732198663593,"author":{"id":"3516340331928883","authorId":"3516340331928883","name":"从你的全世界路过摔了一跤","avatar":"https://static.tigerbbs.com/d0b405c7a64587f43d73918b8a31011f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3516340331928883","idStr":"3516340331928883"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$ </a><v-v data-views=\"1\"></v-v> 可以继续抄底了","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$ </a><v-v data-views=\"1\"></v-v> 可以继续抄底了","text":"$哔哩哔哩(BILI)$ 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还有上涨动力,不过保险一点还是减三分之一仓位锁定部分今年利润","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373401742110920","isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372619961536592,"gmtCreate":1731980702556,"gmtModify":1731981447995,"author":{"id":"3516340331928883","authorId":"3516340331928883","name":"从你的全世界路过摔了一跤","avatar":"https://static.tigerbbs.com/d0b405c7a64587f43d73918b8a31011f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3516340331928883","idStr":"3516340331928883"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CL2501\">$WTI原油2501(CL2501)$ </a> ","listText":"<a href=\"https://laohu8.com/FUT/CL2501\">$WTI原油2501(CL2501)$ </a> ","text":"$WTI原油2501(CL2501)$","images":[{"img":"https://static.tigerbbs.com/1edff60dd3ee9868957c25286be851ba","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/372619961536592","isVote":1,"tweetType":1,"viewCount":1468,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4161932824255432","authorId":"4161932824255432","name":"小岛大浪","avatar":"https://static.tigerbbs.com/18691f82bc0421a1c71019cf028d7514","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4161932824255432","idStr":"4161932824255432"},"content":"感觉特朗普上台之后,应该是利空原油的!","text":"感觉特朗普上台之后,应该是利空原油的!","html":"感觉特朗普上台之后,应该是利空原油的!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370201048588416,"gmtCreate":1731400323041,"gmtModify":1731400324171,"author":{"id":"3516340331928883","authorId":"3516340331928883","name":"从你的全世界路过摔了一跤","avatar":"https://static.tigerbbs.com/d0b405c7a64587f43d73918b8a31011f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3516340331928883","idStr":"3516340331928883"},"themes":[],"htmlText":"<a 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","text":"$WTI原油2412(CL2412)$","images":[{"img":"https://static.tigerbbs.com/61f831f66f1ae305413ecb9d51fd21f5","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368570763579440","isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":368414727057680,"gmtCreate":1730978865304,"gmtModify":1730978867278,"author":{"id":"3516340331928883","authorId":"3516340331928883","name":"从你的全世界路过摔了一跤","avatar":"https://static.tigerbbs.com/d0b405c7a64587f43d73918b8a31011f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3516340331928883","idStr":"3516340331928883"},"themes":[],"htmlText":"会变成它讨厌的样子","listText":"会变成它讨厌的样子","text":"会变成它讨厌的样子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368414727057680","repostId":"2481921661","repostType":2,"repost":{"id":"2481921661","kind":"news","pubTimestamp":1730966538,"share":"https://www.laohu8.com/m/news/2481921661?lang=&edition=full","pubTime":"2024-11-07 16:02","market":"us","language":"zh","title":"十年后的B站,会变成什么样子?","url":"https://stock-news.laohu8.com/highlight/detail?id=2481921661","media":"蓝鲸财经","summary":"当阿里、字节跳动在商业之路上高歌猛进,赚的盆满钵满,财报越来越好看时。B站就像一个二次元少年,构建着属于自己的世界。2024年第一季度,B站依然在亏损。那么,什么才是B站商业化该有的样子?他们在B站的世界里找到了归属感,日均使用时长高达105分钟。日均活跃UP主同比增长42%,月均投稿量达2250万。在商业方面,B站也取得了一定的成绩。全年通过广告获得收入的UP主数量同比增长94%,超300万UP主在B站获得了收入,同比增长30%。","content":"<html><body><blockquote>\n<p>文|消费纪 小佳</p>\n</blockquote>\n<p>当阿里、字节跳动在商业之路上高歌猛进,赚的盆满钵满,财报越来越好看时。B站就像一个二次元少年,构建着属于自己的世界。</p>\n<p>可当少年看到小红书盈利的时,也感受到了压力。</p>\n<p>B站的董事长兼CEO陈睿对内狠狠说到:“2024年第三季度公司要实现赢利!”</p>\n<p>2024年第一季度,B站依然在亏损。</p>\n<p>虽然6月份B站的爆款《三国:谋定天下》,仅IOS端就创下了超2.5亿元的收入。但依靠氪金游戏赚钱,应该是B站当初最不想选择的方式。</p>\n<p>那么,什么才是B站商业化该有的样子?</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241107/1730948356320_ymzunhxsxktyl.png\" width=\"1242\"/></p>\n<p>B站一直是内容驱动的平台,独特的内容和长视频生态,长出了影视飓风、何同学等非常出圈的UP主。</p>\n<p>从曾经的二次元风,到现在不断破圈成为更综合的长视频平台。B站的用户体量和商业价值也在不断增长。</p>\n<p>2024年第一季度,更是创下了月活用户3.415亿的新高,同比增长8%。这些年轻的用户,平均年龄保持在24岁左右,Z+世代用户覆盖率达到65%。</p>\n<p>他们在B站的世界里找到了归属感,日均使用时长高达105分钟。</p>\n<p>日均活跃UP主同比增长42%,月均投稿量达2250万。这里,形成了一个充满活力和创造力的社区生态。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241107/1730948748416_kwpsdshokzjte.png\" width=\"1242\"/></p>\n<p>B站的内容生态也是丰富多彩。</p>\n<p>《雾山五行》《时光代理人》《灵笼》等国漫标杆之作不断涌现,让动漫爱好者们沉浸其中;</p>\n<p>自制剧《古相思曲》成功破圈,吸引了更多观众的目光;跨年晚会《最美的夜》融合全球青年流行文化,成为B站的一张亮丽名片。</p>\n<p>2024年第一季度,日均视频播放量近50亿次,同比增长22%,知识、游戏、影视娱乐等品类播放量均同比增长超20%。丰富多样的内容满足了不同用户的需求,也进一步巩固了B站的用户基础。</p>\n<p>在商业方面,B站也取得了一定的成绩。2023年第四季度,广告与增值服务收入分别同比增长28%和22%。</p>\n<p>2024年第一季度,广告业务收入同比增长31%,总营收达56.6亿元,毛利润同比提升45%,毛利率提升至28.3%。全年通过广告获得收入的UP主数量同比增长94%,超300万UP主在B站获得了收入,同比增长30%。</p>\n<p>好的方面是,“花火平台”和“必火推广”的推出,为UP主和商家提供了便利,帮助他们实现了自助投放和商业合作。</p>\n<p>3月29日上线的必火推广,新增了营销经营服务,让UP主和商家能够更好地实现商品带货、线索搜集、课程售卖等经营目标。</p>\n<p>UP主单场直播带货成交额超5000万,像“鹦鹉梨”的直播中,成交额超过5000万,且90%的下单用户都是女性,显示出B站在直播带货方面的潜力。</p>\n<p>电商业务也在逐渐发展。</p>\n<p>2023年,B站包含带货收入在内的广告业务实现收入64亿元,同比大增27%,四季度这一板块收入的同比增速达到28%,成为盈利的主要驱动业务之一。</p>\n<p>2023年“双11”期间,B站将手机APP端底部的“会员购”入口更名为“双11”,并新增“天猫双11”版块,为用户提供了更便捷的消费场景。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241107/1730948777069_cwjjdijqqkpig.png\" width=\"1242\"/></p>\n<p>徕芬吹风机曾在困境边缘徘徊,几乎倒闭之时,它的创始人在B站举办了一场别开生面的发布会。</p>\n<p>视频中,创始人深度拆解产品优势,技术要点满满。</p>\n<p>这场发布会就像一场魔法,为徕芬带来了超1亿的销售回报,让人们看到了B站深度内容营销的神奇力量。</p>\n<p>B站UP主@小lin说的《对谈百亿大佬》节目也大放异彩。当她采访<a href=\"https://laohu8.com/S/DUOL\">多邻国</a>创始人时,那长达24分钟的视频,信息密度高,对话水准在线,播放量超百万。</p>\n<p>发布七天内,多邻国来自B站的App下载量比平时涨4倍,会员付费短期内获得5倍新增,优质内容与深度互动的魅力尽显无遗。</p>\n<p>UP主陈抱一为<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>家电品牌追觅打造的创意视频更是令人惊叹。他用酱油在地板上创作3米长的《清明上河图》,再让扫地<a href=\"https://laohu8.com/S/300024\">机器人</a>清理,独特的展示方式让追觅的扫地机器人性能深入人心。</p>\n<p>在没有投流的情况下,视频冲上每周必看榜,高客单价产品销量超8000,证明了新颖创意和专业内容是销售的强大助推器。</p>\n<p>东风旗下的新品牌奕派也在B站找到了发展的契机。通过参与跨年晚会、与UP主众测、冠名拜年纪以及和KPL电竞赛事合作等多维度方式,深度融入B站社区,账号一夜间涨粉20多万,成功在年轻群体中打响了品牌。</p>\n<p><a href=\"https://laohu8.com/S/603605\">珀莱雅</a>借助B站的“星火计划”,加大内容投放,让垂类UP跨圈层破圈拉新,利用UP主流量实现一站式种草转化。就像一场精心策划的营销盛宴,珀莱雅在B站实现了高效的品牌推广。</p>\n<p>然而,有A面就有B面。</p>\n<p>2024年4月,某UP主的带货直播更是出现了问题。hince蓝气垫优惠券在官方链接有更多优惠,双头唇釉直播间价格比官方高,引发了信任危机,凸显出直播带货在价格管控和供应链协调方面的不足。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241107/1730948802056_ugadcetueiiol.png\" width=\"1242\"/></p>\n<p>对于内容驱动的平台而言,内容商业化尺度非常难以把握。B站的核心用户是追求个性化表达的年轻人,他们对广告的接受度相对较低。</p>\n<p>在电商领域,B站与阿里、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>等平台合作,通过多种方式进行电商推广。但这种增长方式具有周期性,无法填补结构性不足。</p>\n<p>同时B站的广告业务面临效率低和容量有限的问题,因为它放弃了贴片广告这一稳定的现金流来源,导致其广告业务实质上变成了“卖广告位”。</p>\n<p>但B站不只是视频平台,而是某个群的网上客厅。社区文化才B站的核心。社区的最大价值不是直接售卖流量规模和效率,而是基于社区内容、氛围、创造力实现的商业化。这种商业化与社区的良性循环和规模增长才是正相关。</p>\n<p>1、带不动货,卖不出的广告植入。</p>\n<p>做视频内容和直播带货是不同的形式,擅长做内容的B站UP主不一定适合直播带货。</p>\n<p>从“盗月社”等百大UP主浅尝辄止的直播频次就可以看出这一点。</p>\n<p>连标杆案例UP主“Mr迷瞪”都表示,B站的电商生态还未起来,从货源、服务机构到UP主本身的内驱力都存在不足。</p>\n<p>B站试图在社区中开拓电商领域,然而,这却与用户对纯粹内容平台的期望产生了冲突。</p>\n<p>当页面上过多地展示商品推荐和购物链接时,用户感觉B站变了味,“感觉B站越来越商业化了,不像以前那么纯粹了。”一些老用户感慨道。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241107/1730948822503_mdvvpdzkieskk.png\" width=\"1242\"/></p>\n<p>2、百大UP才不是年入百万。</p>\n<p>PUGV创作者们也面临着困境。他们是B站内容的重要创作者,但在商业化道路上举步维艰。</p>\n<p>尽管B站有扶持计划,可众多创作者能获得的商业回报依然有限。一些优秀创作者为了生计,不得不选择离开,或者降低创作频率和质量,这对B站的内容生态造成了冲击。</p>\n<p>“我们也很无奈,创作需要成本,但收入却难以维持。”是大多数UP的真实写照。</p>\n<p>3、收缩式盈利也许才是出路。</p>\n<p>减缓用户数量的扩张,专注于核心业务,并深化对核心用户群体的商业潜力挖掘,以此达到盈利目的。类似的盈利方式已在网易<a href=\"https://laohu8.com/S/09899\">云音乐</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>和快手等平台得到成功实施。</p>\n<p>对于B站而言,实现盈亏平衡是一个紧迫的目标。</p>\n<p>但从长期的角度来看,收缩式盈利策略应被视为一种短期的解决方案,而非长远之计。从过去的摇摆和反复中,也能看到B站的纠结。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241107/1730948864930_mgotoeiyxghru.png\" width=\"1242\"/></p>\n<p>B站一度依赖游戏业务作为主要收入来源,但错失了许多机会,导致游戏业务成为管理层不愿多谈的痛点。</p>\n<p>过去一年,B站尝试将增长引擎切换到广告业务上,以前所未有的积极姿态进行流量变现,但要让广告成为盈利难题的终极答案似乎还有一段距离。B站的广告收入与日活用户数相比,仍有较大的提升空间。</p>\n<p>这也是B站曾经摇摆和反复带来的历史问题。</p>\n<p>摇摆和反复让一系列正确的决定通向了一个迷茫的陷阱,虽然满足了资本市场的短期预期,但资本市场的预期并不总能反映公司的实际情况。</p>\n<p>生意不只是在交易所,而是在花花世界。最终B站需要找到适合自己的盈利模式,而不是被资本市场的预期所左右。</p>\n</body></html>","source":"lanjinger_stock","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>十年后的B站,会变成什么样子?</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK4505":"高瓴资本持仓","BK4510":"在线教育","BK4085":"互动家庭娱乐","SG9999006597.SGD":"United China-India Dynamic Growth SGD","SG9999001051.SGD":"United Asia Fund SGD","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4563":"昨日强势股","SG9999001093.SGD":"United Greater China Fund A Acc SGD","BK4513":"直播概念","BK1608":"元宇宙概念","BK4554":"元宇宙及AR概念","BK1575":"同股不同权","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","BILI":"哔哩哔哩","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","BK4566":"资本集团","BK4509":"腾讯概念","BK1588":"回港中概股","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BK1104":"互动家庭娱乐","BK4577":"网络游戏","09626":"哔哩哔哩-W","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC 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小佳\n\n当阿里、字节跳动在商业之路上高歌猛进,赚的盆满钵满,财报越来越好看时。B站就像一个二次元少年,构建着属于自己的世界。\n可当少年看到小红书盈利的时,也感受到了压力。\nB站的董事长兼CEO陈睿对内狠狠说到:“2024年第三季度公司要实现赢利!”\n2024年第一季度,B站依然在亏损。\n虽然6月份B站的爆款《三国:谋定天下》,仅IOS端就创下了超2.5亿元的收入。但依靠氪金游戏赚钱,应该是B站当初最不想选择的方式。\n那么,什么才是B站商业化该有的样子?\n\nB站一直是内容驱动的平台,独特的内容和长视频生态,长出了影视飓风、何同学等非常出圈的UP主。\n从曾经的二次元风,到现在不断破圈成为更综合的长视频平台。B站的用户体量和商业价值也在不断增长。\n2024年第一季度,更是创下了月活用户3.415亿的新高,同比增长8%。这些年轻的用户,平均年龄保持在24岁左右,Z+世代用户覆盖率达到65%。\n他们在B站的世界里找到了归属感,日均使用时长高达105分钟。\n日均活跃UP主同比增长42%,月均投稿量达2250万。这里,形成了一个充满活力和创造力的社区生态。\n\nB站的内容生态也是丰富多彩。\n《雾山五行》《时光代理人》《灵笼》等国漫标杆之作不断涌现,让动漫爱好者们沉浸其中;\n自制剧《古相思曲》成功破圈,吸引了更多观众的目光;跨年晚会《最美的夜》融合全球青年流行文化,成为B站的一张亮丽名片。\n2024年第一季度,日均视频播放量近50亿次,同比增长22%,知识、游戏、影视娱乐等品类播放量均同比增长超20%。丰富多样的内容满足了不同用户的需求,也进一步巩固了B站的用户基础。\n在商业方面,B站也取得了一定的成绩。2023年第四季度,广告与增值服务收入分别同比增长28%和22%。\n2024年第一季度,广告业务收入同比增长31%,总营收达56.6亿元,毛利润同比提升45%,毛利率提升至28.3%。全年通过广告获得收入的UP主数量同比增长94%,超300万UP主在B站获得了收入,同比增长30%。\n好的方面是,“花火平台”和“必火推广”的推出,为UP主和商家提供了便利,帮助他们实现了自助投放和商业合作。\n3月29日上线的必火推广,新增了营销经营服务,让UP主和商家能够更好地实现商品带货、线索搜集、课程售卖等经营目标。\nUP主单场直播带货成交额超5000万,像“鹦鹉梨”的直播中,成交额超过5000万,且90%的下单用户都是女性,显示出B站在直播带货方面的潜力。\n电商业务也在逐渐发展。\n2023年,B站包含带货收入在内的广告业务实现收入64亿元,同比大增27%,四季度这一板块收入的同比增速达到28%,成为盈利的主要驱动业务之一。\n2023年“双11”期间,B站将手机APP端底部的“会员购”入口更名为“双11”,并新增“天猫双11”版块,为用户提供了更便捷的消费场景。\n\n徕芬吹风机曾在困境边缘徘徊,几乎倒闭之时,它的创始人在B站举办了一场别开生面的发布会。\n视频中,创始人深度拆解产品优势,技术要点满满。\n这场发布会就像一场魔法,为徕芬带来了超1亿的销售回报,让人们看到了B站深度内容营销的神奇力量。\nB站UP主@小lin说的《对谈百亿大佬》节目也大放异彩。当她采访多邻国创始人时,那长达24分钟的视频,信息密度高,对话水准在线,播放量超百万。\n发布七天内,多邻国来自B站的App下载量比平时涨4倍,会员付费短期内获得5倍新增,优质内容与深度互动的魅力尽显无遗。\nUP主陈抱一为智能家电品牌追觅打造的创意视频更是令人惊叹。他用酱油在地板上创作3米长的《清明上河图》,再让扫地机器人清理,独特的展示方式让追觅的扫地机器人性能深入人心。\n在没有投流的情况下,视频冲上每周必看榜,高客单价产品销量超8000,证明了新颖创意和专业内容是销售的强大助推器。\n东风旗下的新品牌奕派也在B站找到了发展的契机。通过参与跨年晚会、与UP主众测、冠名拜年纪以及和KPL电竞赛事合作等多维度方式,深度融入B站社区,账号一夜间涨粉20多万,成功在年轻群体中打响了品牌。\n珀莱雅借助B站的“星火计划”,加大内容投放,让垂类UP跨圈层破圈拉新,利用UP主流量实现一站式种草转化。就像一场精心策划的营销盛宴,珀莱雅在B站实现了高效的品牌推广。\n然而,有A面就有B面。\n2024年4月,某UP主的带货直播更是出现了问题。hince蓝气垫优惠券在官方链接有更多优惠,双头唇釉直播间价格比官方高,引发了信任危机,凸显出直播带货在价格管控和供应链协调方面的不足。\n\n对于内容驱动的平台而言,内容商业化尺度非常难以把握。B站的核心用户是追求个性化表达的年轻人,他们对广告的接受度相对较低。\n在电商领域,B站与阿里、京东、拼多多等平台合作,通过多种方式进行电商推广。但这种增长方式具有周期性,无法填补结构性不足。\n同时B站的广告业务面临效率低和容量有限的问题,因为它放弃了贴片广告这一稳定的现金流来源,导致其广告业务实质上变成了“卖广告位”。\n但B站不只是视频平台,而是某个群的网上客厅。社区文化才B站的核心。社区的最大价值不是直接售卖流量规模和效率,而是基于社区内容、氛围、创造力实现的商业化。这种商业化与社区的良性循环和规模增长才是正相关。\n1、带不动货,卖不出的广告植入。\n做视频内容和直播带货是不同的形式,擅长做内容的B站UP主不一定适合直播带货。\n从“盗月社”等百大UP主浅尝辄止的直播频次就可以看出这一点。\n连标杆案例UP主“Mr迷瞪”都表示,B站的电商生态还未起来,从货源、服务机构到UP主本身的内驱力都存在不足。\nB站试图在社区中开拓电商领域,然而,这却与用户对纯粹内容平台的期望产生了冲突。\n当页面上过多地展示商品推荐和购物链接时,用户感觉B站变了味,“感觉B站越来越商业化了,不像以前那么纯粹了。”一些老用户感慨道。\n\n2、百大UP才不是年入百万。\nPUGV创作者们也面临着困境。他们是B站内容的重要创作者,但在商业化道路上举步维艰。\n尽管B站有扶持计划,可众多创作者能获得的商业回报依然有限。一些优秀创作者为了生计,不得不选择离开,或者降低创作频率和质量,这对B站的内容生态造成了冲击。\n“我们也很无奈,创作需要成本,但收入却难以维持。”是大多数UP的真实写照。\n3、收缩式盈利也许才是出路。\n减缓用户数量的扩张,专注于核心业务,并深化对核心用户群体的商业潜力挖掘,以此达到盈利目的。类似的盈利方式已在网易云音乐、爱奇艺和快手等平台得到成功实施。\n对于B站而言,实现盈亏平衡是一个紧迫的目标。\n但从长期的角度来看,收缩式盈利策略应被视为一种短期的解决方案,而非长远之计。从过去的摇摆和反复中,也能看到B站的纠结。\n\nB站一度依赖游戏业务作为主要收入来源,但错失了许多机会,导致游戏业务成为管理层不愿多谈的痛点。\n过去一年,B站尝试将增长引擎切换到广告业务上,以前所未有的积极姿态进行流量变现,但要让广告成为盈利难题的终极答案似乎还有一段距离。B站的广告收入与日活用户数相比,仍有较大的提升空间。\n这也是B站曾经摇摆和反复带来的历史问题。\n摇摆和反复让一系列正确的决定通向了一个迷茫的陷阱,虽然满足了资本市场的短期预期,但资本市场的预期并不总能反映公司的实际情况。\n生意不只是在交易所,而是在花花世界。最终B站需要找到适合自己的盈利模式,而不是被资本市场的预期所左右。","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368223798145136,"gmtCreate":1730914336373,"gmtModify":1730931626153,"author":{"id":"3516340331928883","authorId":"3516340331928883","name":"从你的全世界路过摔了一跤","avatar":"https://static.tigerbbs.com/d0b405c7a64587f43d73918b8a31011f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3516340331928883","idStr":"3516340331928883"},"themes":[],"htmlText":"<a 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