+关注
源码
暂无个人介绍
IP属地：未知
2
关注
0
粉丝
1
主题
0
勋章
主贴
热门
源码
2021-02-11
$哔哩哔哩(BILI)$
拜年祭受影响了才1.2e。不过也好留下了的都是热爱着破站的。
源码
2021-02-04
看来98亿还是没花完啊！
$哔哩哔哩(BILI)$
抱歉，原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3573373266998235","uuid":"3573373266998235","gmtCreate":1610279243920,"gmtModify":1612440597448,"name":"源码","pinyin":"ymyuanma","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/f5b0ead2d89f051ed37055a5c9ea0d43","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":2,"tweetSize":2,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.05.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":388203271,"gmtCreate":1613056082693,"gmtModify":1703768958720,"author":{"id":"3573373266998235","authorId":"3573373266998235","name":"源码","avatar":"https://static.tigerbbs.com/f5b0ead2d89f051ed37055a5c9ea0d43","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573373266998235","authorIdStr":"3573373266998235"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>拜年祭受影响了才1.2e。不过也好留下了的都是热爱着破站的。","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>拜年祭受影响了才1.2e。不过也好留下了的都是热爱着破站的。","text":"$哔哩哔哩(BILI)$拜年祭受影响了才1.2e。不过也好留下了的都是热爱着破站的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/388203271","isVote":1,"tweetType":1,"viewCount":3801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317221582,"gmtCreate":1612451582446,"gmtModify":1703762136527,"author":{"id":"3573373266998235","authorId":"3573373266998235","name":"源码","avatar":"https://static.tigerbbs.com/f5b0ead2d89f051ed37055a5c9ea0d43","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573373266998235","authorIdStr":"3573373266998235"},"themes":[],"htmlText":"看来98亿还是没花完啊！<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>","listText":"看来98亿还是没花完啊！<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>","text":"看来98亿还是没花完啊！$哔哩哔哩(BILI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317221582","repostId":"1191695788","repostType":2,"isVote":1,"tweetType":1,"viewCount":1323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":388203271,"gmtCreate":1613056082693,"gmtModify":1703768958720,"author":{"id":"3573373266998235","authorId":"3573373266998235","name":"源码","avatar":"https://static.tigerbbs.com/f5b0ead2d89f051ed37055a5c9ea0d43","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573373266998235","authorIdStr":"3573373266998235"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>拜年祭受影响了才1.2e。不过也好留下了的都是热爱着破站的。","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>拜年祭受影响了才1.2e。不过也好留下了的都是热爱着破站的。","text":"$哔哩哔哩(BILI)$拜年祭受影响了才1.2e。不过也好留下了的都是热爱着破站的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/388203271","isVote":1,"tweetType":1,"viewCount":3801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317221582,"gmtCreate":1612451582446,"gmtModify":1703762136527,"author":{"id":"3573373266998235","authorId":"3573373266998235","name":"源码","avatar":"https://static.tigerbbs.com/f5b0ead2d89f051ed37055a5c9ea0d43","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573373266998235","authorIdStr":"3573373266998235"},"themes":[],"htmlText":"看来98亿还是没花完啊！<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>","listText":"看来98亿还是没花完啊！<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>","text":"看来98亿还是没花完啊！$哔哩哔哩(BILI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317221582","repostId":"1191695788","repostType":2,"repost":{"id":"1191695788","kind":"news","pubTimestamp":1612222178,"share":"https://www.laohu8.com/m/news/1191695788?lang=&edition=full","pubTime":"2021-02-02 07:29","market":"us","language":"zh","title":"加速泛化的B站","url":"https://stock-news.laohu8.com/highlight/detail?id=1191695788","media":"中泰证券研究","summary":"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，来剖析B站当前所处的发展阶段和未来发展潜力：。泛化的内容，带来的是更多的用户受众，截至2020Q3 B站的MAU达到1.97亿，同比增长54.2%。","content":"<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：</p>\n<p>1）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%。</p>\n<p>2）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。</p>\n<p>3）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 B站的MAU达到1.97亿，同比增长54.2%。</p>\n<p>4）为何UP主与用户均呈现高留存？用户次年留存率超过80%，UP主次年留存率超过45%。我们认为是弱社交+强社区，内容正反馈+商业化变现支持，维持B站整体高留存。B站算法推荐机制非流量导向，内容质量权重更高，利于UP主生态结构健康发展，2020Q3平台上粉丝量超过1万的UP主同比增速达到75%，中腰部UP主数量持续增加。</p>\n<p>5） B站目标受众潜在空间有多大？跳脱出ACG圈，B站的目标受众广度我们认为取决于B站UP主内容的广度。B站已经逐渐泛化，目前共计有超过20个分区，2713个频道，超过1000万的内容标签，可以很大程度上满足不同人群的各类需求。依照目前内容不断泛化、受众持续拓宽与下沉（2线以下用户增速快于1~2线城市），考虑50%的80后人群覆盖面，100%的90后、00后人群覆盖面，部分10后人群覆盖，那么我们认为B站的目标受众人群至少在5亿以上，对应的游戏、广告、直播等业务均有较大发展空间，这一块我们也在文中进行了具体探讨。</p>\n<p>风险提示：1）内容监管风险；2）内容投入加大，ROI大幅下降风险；3）行业竞争激烈，UP主存在流失风险；4）自身统计数据或因样本不完整、统计方法存在缺陷等造成与实际情况不一致的风险。</p>","source":"lsy1612222134693","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>加速泛化的B站</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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 B站的MAU达到1.97亿，同比增长54.2%。\n4）为何UP主与用户均呈现高留存？用户次年留存率超过80%，UP主次年留存率超过45%。我们认为是弱社交+强社区，内容正反馈+商业化变现支持，维持B站整体高留存。B站算法推荐机制非流量导向，内容质量权重更高，利于UP主生态结构健康发展，2020Q3平台上粉丝量超过1万的UP主同比增速达到75%，中腰部UP主数量持续增加。\n5） B站目标受众潜在空间有多大？跳脱出ACG圈，B站的目标受众广度我们认为取决于B站UP主内容的广度。B站已经逐渐泛化，目前共计有超过20个分区，2713个频道，超过1000万的内容标签，可以很大程度上满足不同人群的各类需求。依照目前内容不断泛化、受众持续拓宽与下沉（2线以下用户增速快于1~2线城市），考虑50%的80后人群覆盖面，100%的90后、00后人群覆盖面，部分10后人群覆盖，那么我们认为B站的目标受众人群至少在5亿以上，对应的游戏、广告、直播等业务均有较大发展空间，这一块我们也在文中进行了具体探讨。\n风险提示：1）内容监管风险；2）内容投入加大，ROI大幅下降风险；3）行业竞争激烈，UP主存在流失风险；4）自身统计数据或因样本不完整、统计方法存在缺陷等造成与实际情况不一致的风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
