《专题》哔哩哔哩(09626.HK)与内地互联网同业收入组成比较(表)
据摩根士丹利3月10日发表快手(01024.HK)报告,列出了哔哩哔哩(09626.HK)(BILI.US)与内地互联网同业收入组成比较预测:
(1)哔哩哔哩(09626.HK)(BILI.US)
各业务分项│2020年预测占比│2025年预测占比
手游│40%│25%
直播及增值业务│32%│35%
广告│15%│26%
电商及其他│13%│14%
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(2)快手(01024.HK)
各业务分项│2020年预测占比│2025年预测占比
直播│56%│28%
线上市场推广服务│37%│59%
其他服务│7%│13%
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(3)阿里巴巴(09988.HK)
各业务分项│2020年预测占比│2025年预测占比
核心电商│86%│85%
云计算│9%│11%
数码媒体及娱乐│5%│3%
创新业务及其他│1%│1%
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(4)腾讯(00700.HK)
各业务分项│2020年预测占比│2025年预测占比
网游│32%│28%
社交网络│23%│25%
线上广告│17%│17%
其他│28%│30%
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(5)百度(09888.HK)(BIDU.US)
各业务分项│2020年预测占比│2025年预测占比
搜寻│62%│55%
其他核心业务│10%│20%
旗下爱奇艺(iQIY)│27%│24%
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(6)美团(03690.HK)
各业务分项│2020年预测占比│2025年预测占比
外卖速递│58%│56%
到店、酒店及旅游│19%│18%
创新业务及其他│24%│26%
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