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嗶哩嗶哩(09626.HK):來港上市遇中概股大跌屬「黑天鵝」 料行業具增長空間目標MAU倍增至4億
阿思達克 03-29 11:07
嗶哩嗶哩(09626.HK)在港首日掛牌跌穿上市價,主席兼首席執行官陳睿出席記者會時表示,上周中概股遇到5年來最大跌幅,認為屬黑天鵝事件,相信公司未來會證明其價值。副主席兼首席運營官李旎則指集團內部無看股價的習慣,強調時間越長越能看到公司的生態價值。

被問及視頻平台的競爭,陳睿相信視頻化是巨大浪潮,而視頻未來數年仍是增量市場,在相關環境下龍頭視頻平台都具優勢,只要做好自己就能在未來有很大的增長,又強調B站的模型較特別,以PUGV(專業用戶創作視頻)為主導,有大量有趣、專業的內容,在行內生態獨特。認為公司在PUGV賽道上是絕對的領先者,亦未有直接的競爭對手,提供了足夠大的用戶空間,所以目標月活躍用戶可翻一倍至4億戶亦是經推演後的結果。至於集團遊戲收入比重遞減,他解釋是由於其他業務如廣告、直播等比重增加,加上遊戲已進入較穩定的增長期所致。

李旎續指,公司募資所得將用於內容生態相關範疇,包括產品、營運等,冀為創作者提供更好的創作生態,並滿足用戶的需求。她續指公司宗旨為社區優先,強調其生態優化是以用戶為前題而非廣告,加上B站是年輕人濃度最高的社區平台,有助解決品牌在推出新品及年輕化方面的痛點,相信往後在活躍用戶增長的前題下,B站將成為更獲重視的平台。(el/u)

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