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IP属地:天津
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大胖鬼
2023-02-06
东航首架国产 C919 疑似发生故障:“东航首架C919客机,发生左发反推失效。B919A由于左发反推故障取消今日北京大兴-合肥MU7819/20往返,稍后将直接返回上海虹桥。”
大胖鬼
2023-01-06
$百果园集团(02411)$
玩把大的
大胖鬼
2023-01-06
$百果园集团(02411)$
虽然利润率不高,作为资产配置风险不大
大胖鬼
2023-01-05
$百果园集团(02411)$
总体来说百果园在经济复苏的情况下不会太差,看好
大胖鬼
2021-12-11
$美团-W(03690)$
理解不了,自己服务器炸了却让骑手承担责任,政府把它拆分了得了
大胖鬼
2021-11-30
$京东集团-SW(09618)$
跌得莫名其妙
大胖鬼
2021-11-26
$京东集团-SW(09618)$
正在潜水中
大胖鬼
2021-11-14
$联想集团(00992)$
作为一个人美国企业,联想已经没有什么拿的出手的东西了
大胖鬼
2021-09-06
$阿里巴巴-SW(09988)$
8月30日,媒体报道称,阿里巴巴将开除对外泄露关于“性侵指控”帖子的10名员工。
大胖鬼
2021-07-28
$京东集团-SW(09618)$
我就理解不了了,各种制裁和京东无缘,咋还是跌这么厉害
大胖鬼
2021-07-19
目标价1港币
大胖鬼
2021-05-24
京东的发展是基于实体经济,创造了就业,外加上抗疫做的贡献政府没理由收重罚他
抱歉,原内容已删除
大胖鬼
2021-05-24
在新疆只有京东包邮,这个也是我全仓的原因,京东已经和中国实体经济绑定在一起
抱歉,原内容已删除
大胖鬼
2021-05-06
嫩牛五方
抱歉,原内容已删除
大胖鬼
2021-03-09
$赤子城科技(09911)$
还没到底,继续观望
大胖鬼
2021-03-09
$赤子城科技(09911)$
韭菜们赶快买啊
大胖鬼
2021-02-26
$赤子城科技(09911)$
争取回到2.8
大胖鬼
2020-11-24
$唯品会(VIPS)$
感觉有财务造假的成分
大胖鬼
2020-08-12
$徽商银行(03698)$
能跑的赶快跑
大胖鬼
2020-06-24
以目前字节跳动的市值把赤子城科技收购了也不一定
从收购MICO看赤子城科技的海外攻防战
去老虎APP查看更多动态
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</a>虽然利润率不高,作为资产配置风险不大","text":"$百果园集团(02411)$ 虽然利润率不高,作为资产配置风险不大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628143069","isVote":1,"tweetType":1,"viewCount":1151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628338467,"gmtCreate":1672888952760,"gmtModify":1672888953790,"author":{"id":"3533375875769041","authorId":"3533375875769041","name":"大胖鬼","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3533375875769041","idStr":"3533375875769041"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02411\">$百果园集团(02411)$ </a>总体来说百果园在经济复苏的情况下不会太差,看好","listText":"<a href=\"https://laohu8.com/S/02411\">$百果园集团(02411)$ </a>总体来说百果园在经济复苏的情况下不会太差,看好","text":"$百果园集团(02411)$ 总体来说百果园在经济复苏的情况下不会太差,看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628338467","isVote":1,"tweetType":1,"viewCount":2076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605707088,"gmtCreate":1639238358663,"gmtModify":1639278786512,"author":{"id":"3533375875769041","authorId":"3533375875769041","name":"大胖鬼","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3533375875769041","idStr":"3533375875769041"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>理解不了,自己服务器炸了却让骑手承担责任,政府把它拆分了得了","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>理解不了,自己服务器炸了却让骑手承担责任,政府把它拆分了得了","text":"$美团-W(03690)$理解不了,自己服务器炸了却让骑手承担责任,政府把它拆分了得了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/605707088","isVote":1,"tweetType":1,"viewCount":2658,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559608207518270","authorId":"3559608207518270","name":"Ricky_2020","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3559608207518270","idStr":"3559608207518270"},"content":"完蛋了,他也不可能起来了","text":"完蛋了,他也不可能起来了","html":"完蛋了,他也不可能起来了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609379974,"gmtCreate":1638244907398,"gmtModify":1638244907398,"author":{"id":"3533375875769041","authorId":"3533375875769041","name":"大胖鬼","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3533375875769041","idStr":"3533375875769041"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>作为一个人美国企业,联想已经没有什么拿的出手的东西了","text":"$联想集团(00992)$作为一个人美国企业,联想已经没有什么拿的出手的东西了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873322284","isVote":1,"tweetType":1,"viewCount":2306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":817365696,"gmtCreate":1630909359415,"gmtModify":1630909359415,"author":{"id":"3533375875769041","authorId":"3533375875769041","name":"大胖鬼","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3533375875769041","idStr":"3533375875769041"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>8月30日,媒体报道称,阿里巴巴将开除对外泄露关于“性侵指控”帖子的10名员工。","listText":"<a 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href=\"https://laohu8.com/S/BIDU\">百度</a>等知名企业海外团队,对海外市场有深刻理解,熟悉海外用户需求、文化习俗、法律法规等。 <strong>运营团队通过深入的本地化运营策略,获得了越来越多用户的认可。</strong></p>\n<p><strong>目前,MICO正在积极开拓南美、欧洲、日韩、华语区等市场,为更多的网民提供优质的线上社交体验。而赤子城科技的此番收购,无疑将加快MICO全球扩张的步伐。</strong></p>\n<p>赤子城科技在年初的公告中,首次公开提及了<strong>“流量+”战略</strong>。所谓的“流量+”,就是指以其10亿用户流量池为基础,通过垂直化的模式挖掘更多的用户价值,对C端用户提供更多的产品和更加精准的服务,对于B端客户来说,则会更加精准地定位客户,助力商业增长。</p>\n<p><img src=\"https://diting-hetu.iyiou.com/15929018108612.png\" title=\"15929018108612.png\"/></p>\n<p><strong>在赤子城科技提出“流量+”战略,以及“流量+游戏”成功突围而出之后,今年布局的重点领域就是“流量+社交”。</strong>作为“流量+社交”的主打产品,“一呀”的数据表现也非常亮眼。</p>\n<p>根据App Annie数据显示,“一呀”目前已在科威特、卡塔尔等三个国家的Google Play社交软件下载榜位列前10,并进入了印度、沙特阿拉伯等国家的社交软件下载排行榜前20。不难看出,<strong>“一呀”不仅深受付费能力强的海湾国家的喜爱,更是进入了潜力巨大的印度市场。</strong></p>\n<p><img src=\"https://diting-hetu.iyiou.com/15929019525907.png\" title=\"15929019525907.png\"/></p>\n<p>MICO和“一呀”是两款用户自然增长高,而且留存率都很高的社交产品,从某种程度上来说,也存在竞争关系。<strong>那么,为何在这个时候,赤子城科技会收购MICO呢?</strong></p>\n<h3>赤子城科技急需建立护城河</h3>\n<p>如果把时间维度拉长,其实不难看出,最近几年,中国企业出海发展已经成为热潮。素有“海外版字节跳动”之称的赤子城科技也是其中的佼佼者。但是,随着字节跳动加速发力海外市场,意味着进一步的竞争在所难免。</p>\n<p>3月12日,张一鸣调整组织架构,亲自挂帅,主抓欧美和其他市场,仅仅两个月之后,<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>前高管凯文·梅耶尔加盟字节跳动,担任COO兼TikTok全球首席执行官。</p>\n<p>这对于赤子城科技来说并不是好消息,毕竟,两家公司在起步阶段的模式都非常相似,也就是通过CBA的模式,迅速积累了庞大的流量。<strong>不同的是,字节跳动的底层依然是流量与广告变现模式,在深度服务方面对较弱,另外其核心市场仍是国内。</strong></p>\n<p><strong>而在价值深挖方面,赤子城科技已开始运用“流量+”的战略,将流量进一步沉淀,提升内购收入的比重。</strong>这就像一座水库,流量就像水一样,从上游的河流中不断积累,而“流量+”战略下的一个个产品,就像是一条条的小河沟,将水库中的水引流到不同的农田中灌溉、留存,实现它的价值。</p>\n<p>因此,无论是从自身战略节奏还是行业竞争格局来考量,收购MICO成为赤子城科技顺理成章的选择。</p>\n<p><strong>从自身战略来看</strong>,其“流量+社交”进入提速阶段,需要MICO这样的头部产品提供加速度;<strong>从外部竞争来看</strong>,面对随时可能爆发的海外社交流量大战,赤子城科技需要尽快拓宽自己的护城河。</p>\n<p>护城河理论是“股神”巴菲特提出来的投资企业的策略。企业的护城河一般包括四种:规模效应、品牌价值、成本优势和切换成本。</p>\n<p>对于赤子城科技而言,它的超级流量生态体系已经形成规模优势,增加了用户的切换成本,将会极大地帮助公司在竞争中获得巨大的优势。从这一点来说,收购MICO将会帮助赤子城科技提前占据有利位置。</p>\n<h3>收购MICO的天时地利人和</h3>\n<p>中国人讨论兵法,总是喜欢讲天时、地利、人和。<strong>如果把收购MICO当作提前布局一场商业竞争的话,其实也可以从这三个方面分析本次收购的战略意义和价值。</strong></p>\n<p><strong>(1)天时</strong></p>\n<p>正如在前文提到的,赤子城科技在今年3月份公开宣布了“流量+”战略,而且目前布局的核心领域之一恰好是“流量+社交”,这对于深耕海外陌生人社交多年、运营经验丰富的MICO来说,刚好吻合。</p>\n<p>其次,MICO在前几年的运营中,虽然效果很好,但是财务上却处于亏损的状态,恰好也是<strong>在2019年,MICO的财务数据扭亏为盈了。这说明,经过几年的探索,MICO的商业模式得以验证,同时,也说明MICO的市场地位正式确立。</strong></p>\n<p>另外,赤子城科技自研社交产品尚处于成长期,因此,此时收购MICO成为其在全球社交市场尽快完成卡位的关键棋。</p>\n<p>在未来的发展中,赤子城科技可以从流量、技术、资金等方面为MICO赋能加持。同时,MICO的行业份额能够进一步巩固赤子城科技“超级流量生态平台”的地位,其商业模式也能够助推赤子城科技提升内购收入。</p>\n<p><strong>(2)地利</strong></p>\n<p>两家公司都在关注海外市场,赤子城科技从早期的移动应用开发和移动广告平台服务,一直到现在的“流量+”,目前已经在海外积累了近10亿用户,在海外市场用户中,占有很大优势。</p>\n<p>MICO出海时间也比较早,尽管海外社交领域已经有巨头<a href=\"https://laohu8.com/S/FB\">Facebook</a>和WhatsApp等,但尚未构成正面竞争,MICO还是在陌生人社交赛道中先行一步、错位竞争,凭借深谙海外市场的运营团队和本土化的运作方式,在庞大的市场中争得一席之地。</p>\n<p><strong>从地利上来说,赤子城科技的收购相当于合并同类项</strong>:一方面,亿级社交用户的加入将扩大赤子城科技流量池的规模;另一方面,社交第一梯队产品的加入也能够增加赤子城科技在海外社交领域中的分量。</p>\n<p><strong>(3)人和</strong></p>\n<p>很多人会好奇,为什么会选择社交呢?其实,看看<a href=\"https://laohu8.com/S/00700\">腾讯</a>就知道社交的重要性了。如果没有微信,早就没有今天的腾讯了。这是一个至关重要的流量入口和生态壁垒,关键到社交的入口可以扶持起多家上市公司。</p>\n<p>因此,<strong>对于赤子城科技而言,社交当然是至关重要的流量入口,这将会源源不断地为赤子城科技带来新流量,而且,社交平台带来的流量用户粘性也非常高。</strong></p>\n<p>对于赤子城科技来说,<strong>“高时长、高粘性、高频次”是其一直坚持的产品策略,而“内购收入”是商业变现的重要策略。</strong>不管是布局“流量+社交”,还是收购MICO,其实也都满足这两个策略。</p>\n<p><img src=\"https://diting-hetu.iyiou.com/15929021183945.jpeg\" title=\"15929021183945.jpeg\"/></p>\n<p>“一呀”在中东地区的变现策略主要是应用内付费,在印度的变现策略主要是内购与广告结合。MICO的变现方式主要是应用内付费,根据公告显示,MICO的平均月活跃用户在2019年增长了67.4%,每名付费用户平均收入在2019年增长了22.3%。</p>\n<p>所以从这个角度看,<strong>MICO的流量特性和变现策略与赤子城科技完全匹配。</strong></p>\n<p>其实,<strong>赤子城科技早在2016年就已经战略投资了MICO,在今年提出了“流量+社交”之后,“一家人团聚”便显得更加重要。</strong>此次收购完成后,赤子城科技将获得对MICO的控制权,并将其财务报表合并,恰有一番“大敌当前,一致对外”的感觉。</p>\n<h3>赤子城科技“结硬寨,打呆仗”</h3>\n<p>在用军事思想的天时、地利、人和来分析赤子城科技对MICO的收购之后,其实可以隐隐地感觉到,<strong>这并不是在进行一次简单的收购,而是在布局一次胜利。</strong></p>\n<p>很多人都知道,曾国藩在率领湘军攻打太平天国时,运用的策略是<strong>“结硬寨,打呆仗”</strong>。“结硬寨”就是指湘军每到一个地方,就会在规定的时间内,按照要求在背靠山水的地方,安营扎寨,然后修墙挖壕,防御敌人。“打呆仗”就是等着别人进攻。曾国藩的湘军从来不主动攻打目标城市,而是通过挖壕沟的方式,把目标城市断水、断粮,一年、两年之后,最终逼迫敌人投降,虽然方法很笨,但是很有效。</p>\n<p><strong>可以说,赤子城科技在海外市场,就是采用“结硬寨,打呆仗”的方式,以慢打快,布局一场胜利。</strong></p>\n<p>赤子城科技深知自己的产品方向、用户需求和市场优势,所以在“流量+”战略中,首先选择了“流量+游戏”作为试点,尝试新战略的运营,尝试成功之后,再开始布局发力“流量+社交”,从行业的选择上,不难看出,这是选择了一个“背靠山水”的行业。</p>\n<p>其次,赤子城科技坚持“高时长、高粘性、高频次”的产品策略,根据市场的不同,采用应用付费和广告变现两种商业模式,这就像是在“挖壕沟”,如果长期坚持下去,这场布局的胜利自然会水到渠成。</p>\n<p><strong>“结硬寨”能够达到“制人而不制于人”的目的,把原来的进攻变成防守;而“打呆仗”就是用时间慢慢地形成自己又宽又深的“护城河”,最终守住自己的“江山”。</strong></p>\n<p>这场海外攻防战才刚刚拉开序幕,两家中国企业迟早将在海外市场“亮剑”。对于字节跳动而言,这是一场扩张,毕竟主要根基在国内市场;而对于赤子城科技来说,这场以攻代守的硬仗,必须要全力以赴。</p>\n<p><span>本文来源于亿欧,原创文章,作者:袁帅。转载或合作请点击<i>转载说明</i>,违规转载法律必究。</span></p>\n</div></body></html>","source":"iyiou_stock","collect":0,"html":"<!DOCTYPE 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}\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从收购MICO看赤子城科技的海外攻防战\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-24 08:00 北京时间 <a href=https://www.iyiou.com/p/129564.html><strong> · 袁帅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日,赤子城科技发布公告,将要收购“海外版陌陌”MICO。交易完成后,赤子城科技将拥有MICO董事会多数席位,并成为第一大股东,拥有对MICO的控制权。 \nMICO从2014年开始出海,以中东地区和东南亚地区作为起点,凭借先发优势迅速获取了大量用户。 截止到现在,已经积累了全球170多个国家和地区的1亿用户,产品曾登顶印度、阿联酋等71个国家和地区的App Store社交应用下载榜,闯入沙特、印尼...</p>\n\n<a href=\"https://www.iyiou.com/p/129564.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://diting-hetu.iyiou.com/15929021923886.jpeg?imageView2/1/w/900/h/600/format/jpg","relate_stocks":{"09911":"赤子城科技"},"source_url":"https://www.iyiou.com/p/129564.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2045574971","content_text":"近日,赤子城科技发布公告,将要收购“海外版陌陌”MICO。交易完成后,赤子城科技将拥有MICO董事会多数席位,并成为第一大股东,拥有对MICO的控制权。 \nMICO从2014年开始出海,以中东地区和东南亚地区作为起点,凭借先发优势迅速获取了大量用户。 截止到现在,已经积累了全球170多个国家和地区的1亿用户,产品曾登顶印度、阿联酋等71个国家和地区的App Store社交应用下载榜,闯入沙特、印尼等82个国家和地区的Google Play社交应用下载榜前十。\n\nMICO依靠社交关系链,实现用户自然增长与高留存,通过多元变现方式实现高营收。MICO在良性的商业模式下快速发展,逐步成为中东、东南亚、南亚等多个地区的头部社交平台。\n当然,这一切成就的背后,有一支强大的运营团队和深入用户的运营策略的强支撑。MICO海外运营核心成员来自华为、中兴、百度等知名企业海外团队,对海外市场有深刻理解,熟悉海外用户需求、文化习俗、法律法规等。 运营团队通过深入的本地化运营策略,获得了越来越多用户的认可。\n目前,MICO正在积极开拓南美、欧洲、日韩、华语区等市场,为更多的网民提供优质的线上社交体验。而赤子城科技的此番收购,无疑将加快MICO全球扩张的步伐。\n赤子城科技在年初的公告中,首次公开提及了“流量+”战略。所谓的“流量+”,就是指以其10亿用户流量池为基础,通过垂直化的模式挖掘更多的用户价值,对C端用户提供更多的产品和更加精准的服务,对于B端客户来说,则会更加精准地定位客户,助力商业增长。\n\n在赤子城科技提出“流量+”战略,以及“流量+游戏”成功突围而出之后,今年布局的重点领域就是“流量+社交”。作为“流量+社交”的主打产品,“一呀”的数据表现也非常亮眼。\n根据App Annie数据显示,“一呀”目前已在科威特、卡塔尔等三个国家的Google Play社交软件下载榜位列前10,并进入了印度、沙特阿拉伯等国家的社交软件下载排行榜前20。不难看出,“一呀”不仅深受付费能力强的海湾国家的喜爱,更是进入了潜力巨大的印度市场。\n\nMICO和“一呀”是两款用户自然增长高,而且留存率都很高的社交产品,从某种程度上来说,也存在竞争关系。那么,为何在这个时候,赤子城科技会收购MICO呢?\n赤子城科技急需建立护城河\n如果把时间维度拉长,其实不难看出,最近几年,中国企业出海发展已经成为热潮。素有“海外版字节跳动”之称的赤子城科技也是其中的佼佼者。但是,随着字节跳动加速发力海外市场,意味着进一步的竞争在所难免。\n3月12日,张一鸣调整组织架构,亲自挂帅,主抓欧美和其他市场,仅仅两个月之后,迪士尼前高管凯文·梅耶尔加盟字节跳动,担任COO兼TikTok全球首席执行官。\n这对于赤子城科技来说并不是好消息,毕竟,两家公司在起步阶段的模式都非常相似,也就是通过CBA的模式,迅速积累了庞大的流量。不同的是,字节跳动的底层依然是流量与广告变现模式,在深度服务方面对较弱,另外其核心市场仍是国内。\n而在价值深挖方面,赤子城科技已开始运用“流量+”的战略,将流量进一步沉淀,提升内购收入的比重。这就像一座水库,流量就像水一样,从上游的河流中不断积累,而“流量+”战略下的一个个产品,就像是一条条的小河沟,将水库中的水引流到不同的农田中灌溉、留存,实现它的价值。\n因此,无论是从自身战略节奏还是行业竞争格局来考量,收购MICO成为赤子城科技顺理成章的选择。\n从自身战略来看,其“流量+社交”进入提速阶段,需要MICO这样的头部产品提供加速度;从外部竞争来看,面对随时可能爆发的海外社交流量大战,赤子城科技需要尽快拓宽自己的护城河。\n护城河理论是“股神”巴菲特提出来的投资企业的策略。企业的护城河一般包括四种:规模效应、品牌价值、成本优势和切换成本。\n对于赤子城科技而言,它的超级流量生态体系已经形成规模优势,增加了用户的切换成本,将会极大地帮助公司在竞争中获得巨大的优势。从这一点来说,收购MICO将会帮助赤子城科技提前占据有利位置。\n收购MICO的天时地利人和\n中国人讨论兵法,总是喜欢讲天时、地利、人和。如果把收购MICO当作提前布局一场商业竞争的话,其实也可以从这三个方面分析本次收购的战略意义和价值。\n(1)天时\n正如在前文提到的,赤子城科技在今年3月份公开宣布了“流量+”战略,而且目前布局的核心领域之一恰好是“流量+社交”,这对于深耕海外陌生人社交多年、运营经验丰富的MICO来说,刚好吻合。\n其次,MICO在前几年的运营中,虽然效果很好,但是财务上却处于亏损的状态,恰好也是在2019年,MICO的财务数据扭亏为盈了。这说明,经过几年的探索,MICO的商业模式得以验证,同时,也说明MICO的市场地位正式确立。\n另外,赤子城科技自研社交产品尚处于成长期,因此,此时收购MICO成为其在全球社交市场尽快完成卡位的关键棋。\n在未来的发展中,赤子城科技可以从流量、技术、资金等方面为MICO赋能加持。同时,MICO的行业份额能够进一步巩固赤子城科技“超级流量生态平台”的地位,其商业模式也能够助推赤子城科技提升内购收入。\n(2)地利\n两家公司都在关注海外市场,赤子城科技从早期的移动应用开发和移动广告平台服务,一直到现在的“流量+”,目前已经在海外积累了近10亿用户,在海外市场用户中,占有很大优势。\nMICO出海时间也比较早,尽管海外社交领域已经有巨头Facebook和WhatsApp等,但尚未构成正面竞争,MICO还是在陌生人社交赛道中先行一步、错位竞争,凭借深谙海外市场的运营团队和本土化的运作方式,在庞大的市场中争得一席之地。\n从地利上来说,赤子城科技的收购相当于合并同类项:一方面,亿级社交用户的加入将扩大赤子城科技流量池的规模;另一方面,社交第一梯队产品的加入也能够增加赤子城科技在海外社交领域中的分量。\n(3)人和\n很多人会好奇,为什么会选择社交呢?其实,看看腾讯就知道社交的重要性了。如果没有微信,早就没有今天的腾讯了。这是一个至关重要的流量入口和生态壁垒,关键到社交的入口可以扶持起多家上市公司。\n因此,对于赤子城科技而言,社交当然是至关重要的流量入口,这将会源源不断地为赤子城科技带来新流量,而且,社交平台带来的流量用户粘性也非常高。\n对于赤子城科技来说,“高时长、高粘性、高频次”是其一直坚持的产品策略,而“内购收入”是商业变现的重要策略。不管是布局“流量+社交”,还是收购MICO,其实也都满足这两个策略。\n\n“一呀”在中东地区的变现策略主要是应用内付费,在印度的变现策略主要是内购与广告结合。MICO的变现方式主要是应用内付费,根据公告显示,MICO的平均月活跃用户在2019年增长了67.4%,每名付费用户平均收入在2019年增长了22.3%。\n所以从这个角度看,MICO的流量特性和变现策略与赤子城科技完全匹配。\n其实,赤子城科技早在2016年就已经战略投资了MICO,在今年提出了“流量+社交”之后,“一家人团聚”便显得更加重要。此次收购完成后,赤子城科技将获得对MICO的控制权,并将其财务报表合并,恰有一番“大敌当前,一致对外”的感觉。\n赤子城科技“结硬寨,打呆仗”\n在用军事思想的天时、地利、人和来分析赤子城科技对MICO的收购之后,其实可以隐隐地感觉到,这并不是在进行一次简单的收购,而是在布局一次胜利。\n很多人都知道,曾国藩在率领湘军攻打太平天国时,运用的策略是“结硬寨,打呆仗”。“结硬寨”就是指湘军每到一个地方,就会在规定的时间内,按照要求在背靠山水的地方,安营扎寨,然后修墙挖壕,防御敌人。“打呆仗”就是等着别人进攻。曾国藩的湘军从来不主动攻打目标城市,而是通过挖壕沟的方式,把目标城市断水、断粮,一年、两年之后,最终逼迫敌人投降,虽然方法很笨,但是很有效。\n可以说,赤子城科技在海外市场,就是采用“结硬寨,打呆仗”的方式,以慢打快,布局一场胜利。\n赤子城科技深知自己的产品方向、用户需求和市场优势,所以在“流量+”战略中,首先选择了“流量+游戏”作为试点,尝试新战略的运营,尝试成功之后,再开始布局发力“流量+社交”,从行业的选择上,不难看出,这是选择了一个“背靠山水”的行业。\n其次,赤子城科技坚持“高时长、高粘性、高频次”的产品策略,根据市场的不同,采用应用付费和广告变现两种商业模式,这就像是在“挖壕沟”,如果长期坚持下去,这场布局的胜利自然会水到渠成。\n“结硬寨”能够达到“制人而不制于人”的目的,把原来的进攻变成防守;而“打呆仗”就是用时间慢慢地形成自己又宽又深的“护城河”,最终守住自己的“江山”。\n这场海外攻防战才刚刚拉开序幕,两家中国企业迟早将在海外市场“亮剑”。对于字节跳动而言,这是一场扩张,毕竟主要根基在国内市场;而对于赤子城科技来说,这场以攻代守的硬仗,必须要全力以赴。\n本文来源于亿欧,原创文章,作者:袁帅。转载或合作请点击转载说明,违规转载法律必究。","news_type":1},"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":936078786,"gmtCreate":1571901163745,"gmtModify":1704723186597,"author":{"id":"3533375875769041","authorId":"3533375875769041","name":"大胖鬼","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3533375875769041","authorIdStr":"3533375875769041"},"themes":[],"htmlText":"<a 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