Workflow
BILIBILI(BILI)
icon
Search documents
斑马原CFO公开吐槽老东家上市圈钱:离开是不看好业务;传阴阳师事业部负责人金韬已离职创业;极氪优化直营体系,转手部分门店
雷峰网· 2025-08-22 00:35
Key Points - The article discusses various developments in the tech and automotive industries, highlighting significant corporate actions, product launches, and market strategies. Group 1: Corporate Developments - Former CFO of Zhibo Network publicly criticized the company's upcoming IPO, stating that he left due to a lack of confidence in the business and accused certain executives of being opportunistic [4][6]. - Alibaba announced the spin-off of Zhibo Network for an independent listing on the Hong Kong Stock Exchange, with plans to retain over 30% ownership post-IPO [6]. - Alibaba's Lingxi Entertainment has shifted its reporting structure to report directly to CFO Xu Hong, indicating potential changes in business strategy [12][13]. Group 2: Product Launches and Innovations - NIO unveiled the new ES8 model, with a starting pre-sale price of 416,800 yuan, featuring significant upgrades in size and technology [19]. - Vivo introduced the Vision Exploration Edition, the lightest MR headset in the industry, weighing only 398g, designed for enhanced user experience [30]. - DeepSeek released version 3.1, which includes significant upgrades and price adjustments for its API services, reflecting a shift towards next-generation domestic chips [11]. Group 3: Market Strategies - Alibaba's local services division is launching a new group-buying feature called "Flash Group," aimed at price-sensitive consumers, to compete with Meituan's similar offerings [18]. - Multiple ride-hailing platforms, including Didi and T3, have announced reductions in commission rates to support driver income and expand platform capacity [24][25]. - Zero Run Auto reported a cumulative delivery of over 900,000 vehicles, achieving profitability in the first half of the year and adjusting its annual sales target upwards [26][27]. Group 4: Financial Performance - Kuaishou reported a revenue of 35.05 billion yuan for Q2 2025, with a net profit increase of 20.1%, and announced a special dividend for shareholders [39]. - Bilibili's Q2 revenue reached 7.34 billion yuan, with significant growth in advertising and gaming revenue, and a record high in user engagement metrics [40]. Group 5: Competitive Landscape - Samsung's HBM4 samples have passed initial testing with Nvidia and are set to enter pre-production, potentially challenging SK Hynix's dominance in the AI memory chip market [44][45]. - Intel is negotiating with large investors to replicate a previous financing deal with SoftBank, aiming to bolster its capital structure [46]. Group 6: Privacy and Regulatory Issues - Meta is facing allegations of circumventing Apple's privacy restrictions to enhance ad revenue, with claims of misleading advertisers about the performance of its Shop Ads [51][52]. - xAI's Grok platform experienced a significant privacy breach, exposing over 370,000 user chat records due to design flaws in its sharing functionality [46][47].
四大证券报精华摘要:8月22日
Xin Hua Cai Jing· 2025-08-21 23:54
四大证券报内容精华摘要如下: 中国证券报 ·长线资金"上榜" 大手笔布局超百只A股 近日,随着上市公司2025年半年报陆续披露,社保基金、基本养老保险基金等长线资金的部分持仓情况 浮出水面。统计截至8月21日披露的上市公司半年报数据发现,二季度末已有40余只社保基金组合、20 余只基本养老保险基金组合进入上市公司前十大流通股东行列,覆盖上市公司约160家。南微医学、凯 立新材、苏试试验获得多只社保基金组合的青睐。3只个股前十大流通股东均有3只社保基金组合的身 影。春风动力、蓝晓科技受到养老金机构的追捧。 ·亚宠展上的科技革命:"智能化"之笔点睛"它经济" 在上海新国际博览中心的E1展馆内,优克联展台的演示屏幕上,一只柯基犬在做出高频习惯动作后, 随即触发项圈上的智能设备,与异地出差的宠物主开始了远程语音"通话"。这不是科幻电影场景,而是 第27届亚洲宠物展览会上的真实一幕。8月21日上午9时,记者在展馆外看到,观众已排起长龙。2600多 家展商、31万平方米展览面积、预计超过51万的参观人次……这些数字背后,是一个正在高速发展 的"它经济"市场,而智能化是支撑其高质量扩容的重要引擎。 ·"创新+国际化"步伐加 ...
老罗在B站搞的新节目,可能真找到流量密码了
3 6 Ke· 2025-08-21 23:42
昨天,罗永浩在 B 站更新了一期视频播客,主题是与理想汽车创始人李想对谈。 李想:" 我刚回到石家庄的时候,整个小区的孩子都欺负我 "," 而且小朋友们都欺负我,我今天脸上很多疤痕,都是在小学时候被他们抓的 "。 谈融资。 李想说王兴是他整个创业历史上最大的贵人相助。 理想 B 轮时,王兴找了很多人想投,但理想拒绝了,结果理想山穷水尽的时候,王兴顶着无数人的反对伸出援手拉了一把。 给李想眼眶都整红了 这期视频里,老罗跟李想一个啥都敢问,一个啥都敢说。 聊童年。 罗永浩:" 怎么听着全是幸运呢,给我讲讲童年创伤吧,十八岁前有什么创伤 "? 这期节目足足四个小时,但两位风云人物的真诚剖白,让很多网友不但看完了还觉得意犹未尽。 在绝大多数内容靠三秒一个反转吸引观众的时代,这种绵长得劲的超大杯属实稀有。 不但大杯,内容还十分精品,直接把老罗送上了全站排行。 不过,老罗表示,这只是个开始,后续还会邀请各界大牛,下一期嘉宾是小鹏汽车创始人何小鹏。 起初差评君只是感觉,嘿,这活计适合犀利毒舌的老罗啊,以及,挺下血本的~ 但想了想,我发现,哎?怎么好像大家都在搞这个视频播客? 像喜马拉雅这种音频平台做视频播客,多少是沾边的, ...
美股真正的大风暴,22:00降临
美股三大指数均小幅收跌,标普500指数跌0.4%,道指跌0.34%,纳指跌0.34%。 大型科技股多数下跌,特斯拉、Meta跌超1%,苹果、微软、英伟达、奈飞、亚马逊、AMD、英特尔小幅下跌;谷歌小幅上涨。 热门中概股多数上涨,纳斯达克中国金龙指数收涨1.35%。小鹏汽车涨近12%,蔚来涨超9%,向上融科、名创优品涨逾6%,爱奇艺、小牛电动涨逾2%; 阿特斯太阳能跌逾18%,禾赛跌11%,哔哩哔哩跌超6%,晶科能源跌逾4%,大全新能源、阿里巴巴跌超1%。 01 美股静待鲍威尔讲话 当前市场正高度关注美联储未来的货币政策走向。在一年一度的杰克逊霍尔全球央行年会召开前夕,华尔街交易员正大举押注美联储将在9月大幅降息50 个基点。 数据显示,押注9月降息50基点的期权合约高达32.5万份,权利金成本约1000万美元,若美联储如期降息50基点,这些头寸将获利高达1亿美元。 许多市场人士相信,疲软的美国就业市场已经为鲍威尔本周在杰克逊霍尔全球央行年会上发表更为"鸽派"的言论打开了大门,尽管上周出人意料强劲的 PPI通胀数据,仍让一些经济学家产生了犹豫。 根据日程安排,全球央行年会将于当地时间周四晚间在美国怀俄明州小镇杰 ...
热门中概股周四多数上涨 小鹏涨超11%
Xin Lang Cai Jing· 2025-08-21 20:31
周四热门中概股多数上涨,纳斯达克金龙中国涨1.35%。拼多多涨超4%,网易涨超1%,小鹏汽车涨超 11%,满帮涨超10%,蔚来涨超9%。阿里跌超1%,哔哩哔哩跌超6%。 来源:滚动播报 ...
创新多元化发展显成效 快手和B站二季度业绩创新高
8月21日,快手与B站发布的2025年二季度业绩双双创下新高。其中,快手二季度实现总营收同比增长 13.1%至350亿元;经调整净利润达56亿元,同比增长20.1%,超过市场预期。B站二季度总营收达73.4 亿元,同比增长20%;净利润和调整后净利润均创下历史新高,分别为2.2亿元和5.6亿元。 作为内容平台,两家公司的用户数量在二季度均再创新高。快手财报披露,二季度,快手平均日活跃用 户达4.09亿,同比增长3.4%;平均月活跃用户达7.15亿,同比增长3.3%;用户总使用时长同比增长 7.5%。二季度,B站日均活跃用户数达1.09亿,同比增长7%,创历史新高;月均活跃用户数达3.63亿, 同比增长8%;月均付费用户达3100万,同比增长9%。 周恒 制图 ◎记者 罗茂林 数据显示,截至今年7月,可灵AI已累计生产超2亿个视频和4亿张图片,服务超2万家企业客户。目前 已形成App、Web端(中、英文版)、快手站内小程序等多端跨平台产品矩阵,成为一站式AI生产力引 擎,为内容产业带来了创意生产力的解放。 B站董事长兼首席执行官陈睿表示:"我们相信,在任何时代,好内容都是稀缺品,它拥有带我们穿越 历史周期的力量 ...
约200万UP主获得收入,B站财报来了!
Zhong Guo Ji Jin Bao· 2025-08-21 16:25
| | 截至6月30日止六個月 | | | | --- | --- | --- | --- | | | 2024年 | 2025年 | 變動(%) | | | 人民幣 | 人民幣 | | | | (除百分比外,以千元計) | | | | 淨營業額 | 11.791.744 | 14.340.938 | 21.6% | | 毛利潤 | 3.438.561 | 5,214,944 | 51.7% | | 除所得税前(虧損)/利潤 | (1.377.372) | 245.551 | (117.8%) | | 淨(虧損)/利潤 | (1,372,780) | 207,606 | (115.1%) | | 歸屬於嗶哩嗶哩股份有限公司 | | | | | 股東淨(虧損)/利潤 | (1.357.245) | 209,900 | (115.5%) | | F公認會計準則財務指標: | | | | | 經調整淨(虧損)/利潤 | (726,872) | 922,842 | (227.0%) | | 經調整醫屬於哺喃喃酵眼般分有限公司 | | | | | 股東淨(虧損)/利潤 | (711,337) | 925.136 | ( ...
约200万UP主获得收入 B站财报来了!
Zhong Guo Ji Jin Bao· 2025-08-21 16:20
8月21日晚间,哔哩哔哩(以下简称B站)发布了2025年上半年及二季度财报。数据显示,公司上半年实现净营业额143.41亿元,同比增长 21.6%;上半年净利润、经调整净利润分别为2.08亿元、9.23亿元,同比均实现由亏转盈。 公司称,上半年,约有200万名UP主(内容创作者)在B站平台上获得了收入。B站董事长陈睿在晚间的财报电话会上表示,目前一些大模 型工具做出的中长视频"AI味"较重。B站有最好的PUGV(专业用户制作的视频),未来能让AI做出"有UP主味道"的视频。 | | 截至6月30日止六個月 | | | | --- | --- | --- | --- | | | 2024年 | 2025年 | 變動(%) | | | 人民幣 | 人民幣 | | | | (除百分比外,以千元計) | | | | 淨營業額 | 11.791.744 | 14.340.938 | 21.6% | | 毛利潤 | 3.438.561 | 5,214,944 | 51.7% | | 除所得税前(虧損)/利潤 | (1,377,372) | 245,551 | (117.8%) | | 浄(虧損)/利潤 | (1,372, ...
约200万UP主获得收入,B站财报来了!
中国基金报· 2025-08-21 16:17
Core Viewpoint - Bilibili (B站) reported a significant turnaround in its financial performance for the first half of 2025, achieving a net revenue of 14.34 billion RMB, a year-on-year increase of 21.6%, and a net profit of 207.6 million RMB, marking a shift from loss to profit [2][4][6]. Financial Performance - For the first half of 2025, Bilibili's net revenue reached 14.34 billion RMB, up 21.6% from 11.79 billion RMB in the same period of 2024 [4]. - Gross profit for the same period was 5.21 billion RMB, reflecting a 51.7% increase compared to 3.44 billion RMB in 2024 [4]. - The adjusted net profit for the first half of 2025 was 922.84 million RMB, a significant improvement from an adjusted net loss of 726.87 million RMB in the previous year, representing a 227% change [4]. Quarterly Highlights - In Q2 2025, Bilibili achieved a net revenue of 7.34 billion RMB, a 20% increase year-on-year [6]. - The gross profit for Q2 was 2.68 billion RMB, with a gross margin of 36.5%, up from 29.9% in the same quarter last year, marking 12 consecutive quarters of sequential improvement [7]. - Daily active users reached a record high of 109 million in Q2, a 7% increase year-on-year, with an average usage time of 105 minutes per day [9]. Revenue Breakdown - Advertising revenue in Q2 amounted to 2.45 billion RMB, a 20% increase, driven by enhanced advertising efficiency through AI integration [9]. - Mobile gaming service revenue for Q2 was 1.61 billion RMB, up 60%, attributed to strong performance from exclusive games [11]. - Value-added services revenue reached 2.84 billion RMB, an 11% increase, while revenue from IP derivatives and other businesses declined by 15% to 440 million RMB [13]. User Engagement and Monetization - Approximately 2 million content creators (UP主) earned income on the platform in the first half of 2025, with an average income growth of 20% year-on-year [14]. - Monthly paying users reached 31.8 million, a 10% increase year-on-year, indicating a growing willingness among users to pay for quality content [19]. - Bilibili's offline events attracted over 400,000 participants, a 60% increase from the previous year, showcasing the platform's growing influence among the "Z+ generation" [14]. Future Outlook - The company plans to focus on enhancing user-generated content (PUGV) and has several games awaiting approval for release [19]. - Bilibili's chairman expressed confidence in leveraging AI to create videos that retain the unique flavor of UP主 content, indicating a strategic direction towards integrating technology with creative content [19].
格隆汇公告精选(港股)︱哔哩哔哩-W(09626.HK)第二季度经调整净利润达5.61亿元 毛利率上升至36.5%
Ge Long Hui· 2025-08-21 15:19
【今日焦点】 哔哩哔哩-W(09626.HK)第二季度经调整净利润达5.61亿元 毛利率上升至36.5% 哔哩哔哩-W(09626.HK)公告,2025年第二季度,净营业额总额达人民币73.4亿元(1,024.3百万美元), 同比增加20%。广告营业额为人民币24.5亿元(341.9百万美元),同比增加20%。移动游戏营业额为人 民币16.1亿元(225.1百万美元),同比增加60%。 毛利润为人民币26.8亿元(373.5百万美元),同比增加46%。毛利率达36.5%,较2024年同期的29.9%有 所增加。净利润为人民币218.3百万元(30.5百万美元),2024年同期则录得净亏损人民币608.1百万 元。经调整净利润为人民币561.3百万元(78.4百万美元),2024年同期则录得经调整净亏损人民币 271.0百万元。 日均活跃用户(日活用户)达109.4百万,同比增加7%。 "我们在第二季度延续了健康的增长势头,取得了稳健的财务业绩并保持了强劲的社区参与度"。哔哩哔 哩董事长兼首席执行官陈睿先生表示。"第二季度,我们的日均活跃用户同比增长7%,月均活跃用户同 比增长8%,而月均付费用户同比增长9%。 ...