哔哩哔哩(09626.HK):来港上市遇中概股大跌属「黑天鹅」 料行业具增长空间目标MAU倍增至4亿
哔哩哔哩(09626.HK)在港首日挂牌跌穿上市价,主席兼首席执行官陈睿出席记者会时表示,上周中概股遇到5年来最大跌幅,认为属黑天鹅事件,相信公司未来会证明其价值。副主席兼首席运营官李旎则指集团内部无看股价的习惯,强调时间越长越能看到公司的生态价值。
被问及视频平台的竞争,陈睿相信视频化是巨大浪潮,而视频未来数年仍是增量市场,在相关环境下龙头视频平台都具优势,只要做好自己就能在未来有很大的增长,又强调B站的模型较特别,以PUGV(专业用户创作视频)为主导,有大量有趣、专业的内容,在行内生态独特。认为公司在PUGV赛道上是绝对的领先者,亦未有直接的竞争对手,提供了足够大的用户空间,所以目标月活跃用户可翻一倍至4亿户亦是经推演後的结果。至於集团游戏收入比重递减,他解释是由於其他业务如广告、直播等比重增加,加上游戏已进入较稳定的增长期所致。
李旎续指,公司募资所得将用於内容生态相关范畴,包括产品、营运等,冀为创作者提供更好的创作生态,并满足用户的需求。她续指公司宗旨为社区优先,强调其生态优化是以用户为前题而非广告,加上B站是年轻人浓度最高的社区平台,有助解决品牌在推出新品及年轻化方面的痛点,相信往後在活跃用户增长的前题下,B站将成为更获重视的平台。(el/u)
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