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《三体》动画即将B站首播,股价大涨背后还有哪些原因?

uSMART盈立智投 12-09 15:36

万众期待的《三体》动画即将开播。

据三体动画官方在8日透露,《三体》动画将于本周六(12月10日)开播。信息发布后,港股$哔哩哔哩-W(09626.HK)$(09626.HK)当日收盘上涨超22%,今日续涨近5%。

《三体》动画将开播,国漫继续发力

《三体》是刘慈欣创作的长篇科幻小说,2015年获得第73届雨果奖最佳长篇小说奖,雨果奖的含金量很高,有“科幻界诺贝尔奖”之称,并且《三体》还入选了2021年十大年度国家IP。

本次《三体》动画根据小说原著制作,从出品方看,由B站主要出品,三体宇宙联合出品,艺画开天联合出品承制,动画将在B站独家首播。启信宝显示,艺画开天目前由腾讯旗下子公司持股约29%,另外B站关联公司共同持股约30%。

B站曾在2022-2023国创动画作品发布会上宣布《三体》动画定档12月。作为著名科幻小说,《三体》的知名度高,具有广泛的粉丝基础。截至11月28日,《三体》动画宣传片的播放量达到5543.6万。

B站作为国内二次元动漫迷们的“圣地”,在国创动画上持续发力,在此前宣布《三体》动画定档的同时,也推出49部国创作品新内容,包括《镇魂街第三季》《凸变英雄X》《时光代理人第二季》等续作的最新PV(可以理解为预告宣传片),以及《七侯笔录》《不死不灭》《关喵什么事儿》等新作内容。B站副董事长兼COO李旎透露,2022年B站国创作品收入预计超过20亿元。

Q3净亏损收窄,对未来较为乐观

从业绩来看,虽然11月29日B站公布的三季报显示,公司目前仍然在扭亏的道路上努力,不过三季报显示第三季度净亏损已收窄,期内业绩要好于预期。财报显示,B站第三季度净亏损17亿元,较2021年同期的27亿元收窄36%。

在财报后的电话会议上,B站CEO陈睿表示,减亏已经成为公司最重要的工作之一,自己亲自在盯。另外,去年底提出的在2024年盈亏平衡的目标不会有变化。

从运营数据看,第三季度,B站日活用户和月活用户都同比增25%,平均每月付费用户同比增加19%。B站CEO陈睿对未来充满信心,表示“明年4亿MAU的指标一定能做到”。

小摩近期发布研究报告称,给予哔哩哔哩-W“增持”评级,目标价上调至235港元。报告中称,未来12个月将是其达到盈亏平衡关键期,看好B站拥有其强大活跃及忠诚的用户群,广告、直播、游戏业务增长前景保持不变,且较同行商业变现水平未充分体现,未来或将受惠于开放趋势。

大和也对B站前景感到乐观,该行预计从2023年第一季度开始B站亏损会显著收窄,重申“买入”评级。

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