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Bilibili Inc. Announces Second Quarter 2025 Financial Results
Globenewswire· 2025-08-21 10:00
SHANGHAI, Aug. 21, 2025 (GLOBE NEWSWIRE) -- Bilibili Inc. ("Bilibili" or the "Company") (Nasdaq: BILI and HKEX: 9626), an iconic brand and a leading video community for young generations in China, today announced its unaudited financial results for the second quarter ended June 30, 2025. Second Quarter 2025 Highlights: Second Quarter 2025 Financial Results Total net revenues. Total net revenues were RMB7.34 billion (US$1,024.3 million), representing an increase of 20% from the same period of 2024. Value-add ...
异动盘点0821|中国联通涨超4%,周生生涨近3%,劳氏上调全年销售指引
贝塔投资智库· 2025-08-21 04:01
Group 1 - The core viewpoint of the article highlights the positive performance of various companies in the Hong Kong stock market, with significant profit growth and strategic initiatives such as share buybacks and financing rounds [1][2][3][4]. Group 2 - 万国数据-SW (09698) reported a profit of 690 million RMB for the first half of the year, marking a turnaround from losses, and is currently pursuing a Series C financing round to support future projects [1]. - BOSS直聘-W (02076) saw a 85% increase in net profit year-on-year, with a nearly 20% rise in average monthly active users, and announced a share buyback plan of up to 250 million USD [1]. - 长城汽车 (02333) experienced a nearly 6% increase in stock price, with over 20,000 orders for the Haval Menglong 2026 model within 24 hours, indicating strong demand and potential for profit growth [1]. - 周生生 (00116) anticipates a mid-term profit increase to over 900 million RMB, driven by rising gold prices and effective cost control measures [1]. - 中国中车 (01766) saw a stock price increase of over 5% due to the successful bidding for 210 sets of trains, with expectations of sustained high railway investment [2]. - 中广核矿业 (01164) issued a profit warning, expecting a mid-term loss of up to 90 million HKD due to significant price fluctuations in uranium trading [2]. - 特步国际 (01368) reported better-than-expected performance, with a 12% higher net profit than Goldman Sachs' forecast, attributed to increased other income and revenue [2]. - 中国联通 (00762) experienced a stock price increase of over 4%, with expectations of stable dividend growth despite mid-term performance pressures [2]. - 玖龙纸业 (02689) anticipates a maximum annual profit growth of 190%, driven by declining costs [2]. - 海丰国际 (01308) reported a nearly 80% increase in net profit for the first half of the year, attributed to a 7.3% increase in container volume and a 22.8% rise in average freight rates [3].
对于A股游戏行业现状的一些看法
3 6 Ke· 2025-08-20 11:04
短期来看,游戏行业与经济的相关度不大,尤其在买量盛行的时代。本轮游戏股行情是由基本面和市场选 择带来的共振。为什么从2024年开始游戏行业的市场表现迎来了强劲复苏?要知道,今年以来,没有从谷 底反弹一半以上的游戏公司是非常罕见的。这固然有大势的因素——市场整体情绪良好的时候,猪都能飞 上天;但也有基本面的因素,至少有部分游戏公司的业绩出现了明显的反转。 事实上,整个游戏行业并没有那么好过,甚至连米哈游都面临着自己游戏抢占自己市场以及拳头产品(例 如《原神》,这款至今仍有千万DAU的产品)国内流水大幅下滑的压力。游戏行业是典型供给驱动的行 业,而且付费会有一定的延续性——比如我自己玩《三国杀》,尽管一天就开1-2局,但大小月卡都氪, 而《三国杀》在社交网络上被广泛认为一个早就凉透了的游戏。相信有类似的"小众游戏"(尤其是曾经大 众的小众游戏)付费习惯的用户不在少数。这意味着对于"经典"老产品来说,流水大幅下滑的进程可能很 快,但是流水的"长尾"可能持续很长时间。 在经历过移动游戏用户大发展、抖音短视频买量爆发、二次元游戏爆发等一系列推动后,产品周期成为最 朴素的行业逻辑。具体而言,什么时候有优秀的新产品出现,什 ...
美国银行在哔哩哔哩-W的持股比例于8月15日从5.01%降至4.98%
Mei Ri Jing Ji Xin Wen· 2025-08-20 09:21
每经AI快讯,8月20日,香港交易所信息显示,美国银行在哔哩哔哩-W的持股比例于8月15日从5.01%降 至4.98%。 (文章来源:每日经济新闻) ...
美股异动|哔哩哔哩盘前涨超1.7% 将于本周独家上线陈奕迅巡演纪录片
Ge Long Hui A P P· 2025-08-20 08:27
格隆汇8月20日|哔哩哔哩(BILI.US)盘前涨超1.7%,报25.5美元。消息面上,哔哩哔哩近日与歌手陈奕 迅达成独家深度合作,独家上线陈奕迅巡演纪录片《FEAR and DREAMS: NOW is the only reality》及 《FEAR and DREAMS演唱会》全程回顾,并在上海、北京、成都、深圳四城同步举办线下观影分享 会,双方亦将推出一系列独家音乐活动。该纪录片将于本周六正式上线B站,当晚陈奕迅将于B站独家 进行纪录片线上直播弹幕陪看。目前,B站线上直播预约观看人数超过8万。(格隆汇) ...
年薪超2亿,陈睿卸任B站关联公司职务,身家四年暴跌近200亿
3 6 Ke· 2025-08-20 05:44
近日,B站董事会主席兼首席执行官陈睿卸任B站两关联公司职务的消息,引发外界广泛关注。 天眼查显示,陈睿于近日卸任了上海宽娱数码科技有限公司、幻电科技(上海)有限公司的法定代表人及执行董事职务,由黄声声接任。 雷达财经注意到,去年陈睿凭借2.54亿元的薪酬,在一众上市游戏企业的董事长中荣登榜首,其薪酬甚至超过腾讯的马化腾。不过,陈睿的"天价薪 酬"中,2.52亿元的股权激励占了大头。 作为B站当前的"一把手",陈睿是一名连续创业者,深耕互联网与科技领域二十余载。加入B站前,他曾在金山软件供职多年,并先后创立贝壳安全、猎 豹移动。 早期创业时,B站是他的心灵栖息地。2011年,他以天使投资人身份入局,后全职加盟担任董事长,带领B站从小众ACG社区成长为综合性的视频社区平 台。 不过,陈睿"天价薪酬"的另一面,则是B站业绩常年承压的严峻现实。2018年至2024年,B站的营收虽不断增长,但累计亏损规模超过254亿元。去年第四 季度,公司首次实现季度盈利,但今年第一季度又再次转亏。 值得一提的是,据媒体此前统计的国内50位上市游戏企业董事长去年的薪酬情况,陈睿以2.54亿元的年薪断层位居第一,其薪酬总额甚至超过了腾讯 ...
视频播客卷起来了
3 6 Ke· 2025-08-20 05:38
罗永浩、李想坐下来聊了四个小时。 谈创业起落,被黑公关的愤怒,还哽咽着感谢王兴雪中送炭。节目一上线,B站播放破百万,切片更在 抖音刷屏。 我看完了访谈,但更关注这场对话的形式:视频播客。 1 为什么B站要押注视频播客?先看现实:短视频红利已经到头了。 抖音、快手把用户碎片时间榨得干干净净,每天都在卷推荐算法,可平台数据增长还是慢下来了。对所 有内容平台来说,下一步要拼「能不能多留一点时间」。 B站问题更直接。 用户规模这些年没有爆炸性增长,广告业务也不像字节那样庞大。资本市场最爱盯的指标:人均观看时 长,几乎成了它能不能讲出新故事的关键。 我查了下,2025 年第一季度,B 站月活达到 3.68 亿,日均观看时长创纪录地冲到 108 分钟。这是 B 站 最能拿得出手的数据:用户愿意久留。 对比来看,抖音和快手时长大约在 120 分钟左右,但它们主要靠短视频流堆出来,B 站的 108 分钟则更 多来自纪录片、知识类视频这类长内容。 换句话说,B 站的用户本就习惯花时间在深度内容上,视频播客正好是一个天然延伸。 再加一个现实:广告盘子。 2025 Q1,B 站广告收入约 13 亿元人民币,只是字节、快手的零头,广 ...
热门中概股周二涨跌不一 小鹏蔚来涨超4%





Xin Lang Cai Jing· 2025-08-19 20:32
Group 1 - The Nasdaq Golden Dragon China Index declined by 0.9% on Tuesday [1] - TSMC fell over 3%, while Alibaba, NetEase, JD.com, Baidu, and Bilibili each dropped over 1% [1] - Futu Holdings decreased by more than 2%, and Li Auto fell nearly 1% [1] Group 2 - Xpeng and NIO saw gains of over 4% [1]
BILI Gears Up to Report Q2 Earnings: What's Ahead for the Stock?
ZACKS· 2025-08-19 16:31
Core Insights - Bilibili (BILI) is expected to report its second-quarter 2025 results on August 21, with earnings estimated at 17 cents per share and revenues projected at $1.02 billion, indicating a year-over-year growth of 20.71% [1][9] Group 1: Earnings and Revenue Expectations - The Zacks Consensus Estimate for Bilibili's second-quarter earnings is currently at 17 cents per share, a slight increase from the previous estimate [1] - The revenue consensus estimate stands at $1.02 billion, reflecting a year-over-year growth of 20.71% [1][9] - Bilibili has beaten the Zacks Consensus Estimate in three of the last four quarters, with an average positive earnings surprise of 24.29% [2] Group 2: Key Growth Drivers - Strong gaming momentum is anticipated to contribute positively to Bilibili's second-quarter performance, particularly from the game "San Guo: Mou Ding Tian Xia," which saw a significant update on May 31 [3] - The advertising platform enhancements, including Large Language Model (LLM)-powered targeting and AIGC-driven creative tools, have driven over 30% year-over-year growth in performance ads in the first quarter [4] - Bilibili's expanding subscriber base and record engagement metrics, including 368 million monthly active users (MAUs) and 32 million monthly paying users, are expected to support stable growth [5] Group 3: Profitability Challenges - Despite revenue growth, Bilibili's profitability in the second quarter is likely to be under pressure due to elevated sales and marketing costs, which rose by 26% year-over-year in the first quarter [6]
独家上线陈奕迅巡演纪录片 B站音乐视频播放量突破608亿
Xin Lang Ke Ji· 2025-08-19 13:40
据了解,这部纪录片以陈奕迅"FEAR and DREAMS"世界巡回演唱会为背景,历时7年拍摄,从幕后筹 备、团队协作到舞台呈现,全景记录了陈奕迅全球180场巡演的历程,也真实展现了他近几年的心路变 化。 新浪科技讯 8月19日晚间消息,近日,哔哩哔哩(以下简称"B站")与歌手陈奕迅达成独家深度合作, 宣布将独家上线陈奕迅巡演纪录片《FEAR and DREAMS: NOW is the only reality》及《FEAR and DREAMS演唱会》全程回顾,并在上海、北京、成都、深圳四城同步举办线下观影分享会。双方围绕 此次合作,推出了一系列独家音乐活动。 除纪录片外,陈奕迅也正式入驻了B站,与不同圈层的粉丝用户及明星UP主积极互动。他在首条发布的 视频中,观看UP主对自己作品的翻唱、模仿自己的经典表情包等,引来大量粉丝在评论区打卡祝贺, 视频累计播放量已超过542万。此外,陈奕迅还携手主持人鲁豫,在B站发布视频播客,畅谈自己作为 歌手多年来的经验与感悟。截至目前,陈奕迅已在B站更新19条视频,站内相关二创视频累计超过2万 条。 作为一个年轻化的综合内容社区,B站已成为国内音乐话题的重要发酵平台,也逐 ...