《三體》動畫即將B站首播,股價大漲背後還有哪些原因?
萬衆期待的《三體》動畫即將開播。
據三體動畫官方在8日透露,《三體》動畫將於本週六(12月10日)開播。信息發佈後,港股$嗶哩嗶哩-W(09626.HK)$(09626.HK)當日收盤上漲超22%,今日續漲近5%。

《三體》動畫將開播,國漫繼續發力
《三體》是劉慈欣創作的長篇科幻小說,2015年獲得第73屆雨果獎最佳長篇小說獎,雨果獎的含金量很高,有“科幻界諾貝爾獎”之稱,並且《三體》還入選了2021年十大年度國家IP。
本次《三體》動畫根據小說原著製作,從出品方看,由B站主要出品,三體宇宙聯合出品,藝畫開天聯合出品承製,動畫將在B站獨家首播。啓信寶顯示,藝畫開天目前由騰訊旗下子公司持股約29%,另外B站關聯公司共同持股約30%。
B站曾在2022-2023國創動畫作品發佈會上宣佈《三體》動畫定檔12月。作爲著名科幻小說,《三體》的知名度高,具有廣泛的粉絲基礎。截至11月28日,《三體》動畫宣傳片的播放量達到5543.6萬。
B站作爲國內二次元動漫迷們的“聖地”,在國創動畫上持續發力,在此前宣佈《三體》動畫定檔的同時,也推出49部國創作品新內容,包括《鎮魂街第三季》《凸變英雄X》《時光代理人第二季》等續作的最新PV(可以理解爲預告宣傳片),以及《七侯筆錄》《不死不滅》《關喵什麼事兒》等新作內容。B站副董事長兼COO李旎透露,2022年B站國創作品收入預計超過20億元。
Q3淨虧損收窄,對未來較爲樂觀
從業績來看,雖然11月29日B站公佈的三季報顯示,公司目前仍然在扭虧的道路上努力,不過三季報顯示第三季度淨虧損已收窄,期內業績要好於預期。財報顯示,B站第三季度淨虧損17億元,較2021年同期的27億元收窄36%。

在財報後的電話會議上,B站CEO陳睿表示,減虧已經成爲公司最重要的工作之一,自己親自在盯。另外,去年底提出的在2024年盈虧平衡的目標不會有變化。
從運營數據看,第三季度,B站日活用戶和月活用戶都同比增25%,平均每月付費用戶同比增加19%。B站CEO陳睿對未來充滿信心,表示“明年4億MAU的指標一定能做到”。
小摩近期發佈研究報告稱,給予嗶哩嗶哩-W“增持”評級,目標價上調至235港元。報告中稱,未來12個月將是其達到盈虧平衡關鍵期,看好B站擁有其強大活躍及忠誠的用戶羣,廣告、直播、遊戲業務增長前景保持不變,且較同行商業變現水平未充分體現,未來或將受惠於開放趨勢。
大和也對B站前景感到樂觀,該行預計從2023年第一季度開始B站虧損會顯著收窄,重申“買入”評級。
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