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虎牙罗亮建议:企业应在主营业务有稳定的基本盘后,再考虑出海拓展
罗亮 虎牙公司海外业务负责人 凤凰网财经讯 6月28-29日,"2025中国企业出海高峰论坛"在深圳举行,本次论坛由凤凰网主办,雪花超高端系列品牌-醴首席赞助合作,中国企业出海全球 化理事会联合主办,以"为开放的世界"为主题,旨在全球产业链深度重构之际,为中国企业搭建思想碰撞、资源对接、规则对话的高端平台,系统性破解出 海难题,共探生态共赢转型路径。 虎牙公司海外业务负责人罗亮在参加圆桌讨论环节时表示,在出海过程中,用户最关注的还是服务的质量和内容本身,而不是服务的来源,没有必要刻意去 强调或者弱化它。 当前地缘政治风险不断增加,部分国家对中国科技出海企业采取限制措施。对此,罗亮表示,虎牙的业务在欧美市场主要集中在娱乐化领域,受地缘政治影 响相对较小,但在支付和商业化过程中可能会遇到一些不便,不过虎牙已经找到了相应的解决方案。 在差异化竞争方面,罗亮分享了虎牙的策略。根据不同地区的市场特点和用户需求,调整内容策略和增长方式。例如,在欧美等支付体系较为完善的地区, 虎牙选择接入当地已有的支付渠道;而在中亚等新兴国家,则积极建设本地支付渠道,以更好地满足当地用户的需求。 在谈到出海节奏的把握时,罗亮建议,企业应在 ...
清凉经济乘“热”而上 多元消费解锁新活力
Xiao Fei Ri Bao Wang· 2025-06-24 02:44
随着全国多地进入高温模式,夏日消费市场迎来新一轮热潮。从清凉饮品、防晒装备到夜间经济、避暑 旅游,多元化的消费需求正推动零售、餐饮、文旅等行业快速增长,为经济复苏注入新动能。 清凉消费成刚需 线上线下销量激增 □本报记者 袁和微 同样火热的还有潘家园夜市。夜幕降临,潘家园旧货市场灯火通明,不少文玩爱好者在此开始"淘宝"之 旅。来自浙江的张先生是一位资深文玩爱好者,他说:"这次北上就是奔着潘家园夜市来的,自己主要 喜欢手把件、玉器摆件,打算在这里淘上几件称心的物件,不管价格高低,只要看上眼就收入囊中,也 算是没有白来一趟。" 夜市里人群如潮水般涌动,熙熙攘攘,热闹非凡,市场内此起彼伏的吆喝声、欢笑声交织在一起,处处 洋溢着生活的烟火气和无尽的活力。与此同时,"宅家消暑"需求催生"懒人经济",预制菜、半成品果 切、冷泡茶包等便捷食品销量走高,生鲜平台半小时达服务覆盖范围扩大至三四线城市。在线娱乐方 面,视频平台暑期档会员订阅量增长30%,游戏、直播等"室内娱乐"相关消费同步提升。 避暑旅游热度攀升 "短途高频 长短结合"特征明显 6月17日,暑期(7月1日)火车票正式开售,同时也拉开了暑期旅游预订热潮的序幕。《2 ...
猫眼娱乐(01896.HK):电影大盘疲软及重点影片不佳致24年承压 积极进行股东回报
Ge Long Hui· 2025-05-23 02:20
Group 1 - Company is a leading "technology + full entertainment" service provider in China, with a strong market position in online entertainment ticketing, entertainment content services, and advertising services [1] - Company holds a 60% market share in the film ticketing sector, making its performance highly sensitive to the film market [1] - Recent years have seen significant volatility in the film market due to the pandemic and supply cycles, impacting the company's performance [1] Group 2 - In 2024, company reported revenue of 4.082 billion yuan, a decrease of 14% year-on-year, primarily due to insufficient quality supply in the film market, with total box office down 22.6% to 42.5 billion yuan [2] - Entertainment content services revenue was 1.960 billion yuan, down 14.8% year-on-year, while online ticketing services revenue was 1.922 billion yuan, down 14.9% year-on-year [2] - Despite the decline in film ticketing, the live performance market grew, with ticket sales reaching 58 billion yuan, up 15%, and concert GMV increasing by 90% [2] Group 3 - Company achieved a net profit of 182 million yuan in 2024, a decline of 80%, attributed to increased costs from ticketing and poor performance of key films [3] - The company actively returned value to shareholders, repurchasing 50 million HKD worth of shares and maintaining a dividend of 0.32 HKD per share, yielding approximately 4.3% [3] - Future film releases are promising, with several projects in the pipeline, indicating potential for improved performance in key release periods [3] Group 4 - The film market is expected to recover in 2025, driven by the release of "Nezha 2," with an estimated total box office of 50 billion yuan [4] - Company forecasts revenue growth from 4.795 billion yuan in 2025 to 5.967 billion yuan in 2027, with corresponding net profit growth from 566 million yuan to 843 million yuan [4] - Based on comparable companies, a target price of 7.48-8.55 HKD is set, with an "outperform" rating assigned [4]