《專題》嗶哩嗶哩(09626.HK)與內地互聯網同業收入組成比較(表)
據摩根士丹利3月10日發表快手(01024.HK)報告,列出了嗶哩嗶哩(09626.HK)(BILI.US)與內地互聯網同業收入組成比較預測:
(1)嗶哩嗶哩(09626.HK)(BILI.US)
各業務分項│2020年預測佔比│2025年預測佔比
手遊│40%│25%
直播及增值業務│32%│35%
廣告│15%│26%
電商及其他│13%│14%
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(2)快手(01024.HK)
各業務分項│2020年預測佔比│2025年預測佔比
直播│56%│28%
線上市場推廣服務│37%│59%
其他服務│7%│13%
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(3)阿里巴巴(09988.HK)
各業務分項│2020年預測佔比│2025年預測佔比
核心電商│86%│85%
雲計算│9%│11%
數碼媒體及娛樂│5%│3%
創新業務及其他│1%│1%
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(4)騰訊(00700.HK)
各業務分項│2020年預測佔比│2025年預測佔比
網遊│32%│28%
社交網絡│23%│25%
線上廣告│17%│17%
其他│28%│30%
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(5)百度(09888.HK)(BIDU.US)
各業務分項│2020年預測佔比│2025年預測佔比
搜尋│62%│55%
其他核心業務│10%│20%
旗下愛奇藝(iQIY)│27%│24%
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(6)美團(03690.HK)
各業務分項│2020年預測佔比│2025年預測佔比
外賣速遞│58%│56%
到店、酒店及旅遊│19%│18%
創新業務及其他│24%│26%
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