視覺中國(000681.SZ):暫時沒有針對個人非商業場景的純To C業務
格隆匯5月6日丨視覺中國(000681.SZ)於2023年4月28日10:00-11:00召開電話會議,問答環節中,就“公司是否考慮結合AIGC拓展To C業務?”,公司回覆稱,目前階段,我們對To C的理解是創作者生態,包括攝影師設計師社區的供稿人生態,這是公司發展的C端業務。公司To B業務目前遠未達到市場給的空間,長尾客户的行為有點像C端,但還是To B的。公司暫時沒有針對個人非商業場景的純To C業務。
我們所謂C端會聚焦在社區模式上,自然而然帶來商業機會。但在產品上,To B和To C的邊界開始模糊,比如某些情況下是大B客户付費,但其用户可能是具體的個人。對公司來説,產品上要更像C端產品,但是B端在付費。像Adobe用SaaS服務這種訂閲模式獲得用户增長,AIGC可能會帶來這種工作、創作等場景,裏面可能有新的商業模式,類似SaaS訂閲模式,和公司之前KA籤合同的模式不同,會豐富公司的收入形態,但目前還沒體現在財報中。總體上公司還是圍繞自己的場景和生態去挖掘。
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