證券日報:社交賽道大熱,赤子城等出海概念股企業持續掘金海外紅利
《證券日報》23日報道,互聯網巨頭近年相繼入局社交賽道,而海外市場存在巨大紅利空間,引多家企業佈局。“出海概念股”中,赤子城科技(9911.HK)持續掘金海外社交市場,也因出海及社交的火爆而備受關注,股價不斷上漲。截至4月22日收盤,赤子城科技股價年內上漲超過290%。
行業方面:近年中國企業出海進程加快,社交、服務、遊戲、短視頻、直播、電商等出海形式層出不窮。其中社交成為出海互聯網公司競相佈局的方向,尤其是在陌生人社交領域,中國產品和企業以音視頻為支點,加速重構這個行業的格局。
全球用户總數已超過40億,海外依然有很大的用户增長空間。且疫情推動海外用户娛樂習慣線上化,娛樂社交迎來發展機遇。不過,更激烈的垂直賽道競爭,對本地化、精細化運營提出更高要求。
個股方面:赤子城科技向音視頻社交轉型後,通過本地化讓產品“落地”海外,用Yiyo、MICO、YoHo等產品開拓全球。2020年,赤子城在北美市場取得突破性進展,MICO進入美國App Store、Google Play社交產品暢銷榜前20。公司同時積極進軍日韓市場,存在進一步增長機會。
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