恆騰網絡(0136.HK):南瓜視頻會員數量超3610萬人
格隆匯獲悉,2月7日,恆騰網絡(00136.HK)發佈公吿,旗下南瓜電影APP一月新增註冊會員85.8萬人,新增付費會員91.5萬人。截至1月末,南瓜電影累計註冊會員3610.7萬人,付費訂閲用户592.7萬人。

以中國版Netflix為定位的南瓜電影,是國內最大的會員訂閲制視頻平台。尤其自恆騰網絡去年10月宣佈收購以來,南瓜電影用户數量持續爆發式增長。多家機構預計,到今年末其付費用户將達2200萬,裝機量超2億台/次。
流媒體已成為全球資本市場最火熱的賽道,目前Netflix用户數量超2億人,市值近1.9億港元。分析人士認為,南瓜電影背靠龐大的中國互聯網市場,用户數量有望迅速趕超Netflix,但目前恆騰網絡市值僅為Netflix的1/36,未來市值趕超Netflix並非不可能,意味着恆騰網絡股價擁有近36倍的上漲空間。
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