郭思治: 第一视频(00082.HK)线上线下构建体育娱乐与博彩模式
香港股票分析师协会副主席郭思治称,近年,第一视频(00082.HK)以「线上付费平台+线下新零售」为新业务模式,成为中国体育彩票及娱乐服务的龙头企业。集团的策略是线上以疯狂红单APP累积粉丝,线下透过实体专营店、连锁便利店打造用户黏性及销售基础。收入模式按体育彩票销售总额收取服务佣金及与便利店分成,成为集团可观的收入来源。
单以疯狂红单APP来说,可透过足球、篮球等体育赛事的分析、预测、投注率、赛事动态,向20多家大流量的体育资讯平台提供专家分析内容。收入模式主要来自与管道合作方的分成,此外亦提供会员制、单篇内容购买、专家订阅、音视频形式的付费推荐等。
集团从今年起开展了体彩销售新零售的计划,提供庞大的现金流,计划除了进驻45间智慧特许经营店,也计划在全国15,000间便利店安装体彩终端机。现获得地方体育彩票管理中心审批的省市达9个,已获审批店铺总数逾800家,未来将加快在全国超过15,000个网点安装体彩终端机。
今年上半年,集团体育及彩票相关业务收入,较同期增长52.9%至1.45亿港元,并录得毛利6,170万港元。未来两年全球陆续举行包括欧国杯、东京奥运及卡塔尔世界杯等国际赛事,提供第一视频的增长动力,股价近日逐步上升,看好的投资者可趁机买入。
(笔者为证监会持牌人)~
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