变现能力能不一样_老虎社区_美港股上老虎 - 老虎社区

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T4856905
2021-02-14

变现能力能不一样

用户月活数量达到快手四分之一量级的行业概念股，股价一个月已经翻倍，但市值仍不足快手千分之六，空间几何？

2018年9月14日完成了纳斯达克上市，趣头条上市首日股价飙涨128%，最高涨幅一度达近200%，五次触发熔断点致暂停交易，最终报收15.97美元，市值46亿美元。在当时上市的新经济公司中，趣头条上市首日的股价表现是最突出的。趣头条预计，公司将于今年第四季度实现经营性盈利。目前米读已初步搭建出一个流量积累及内容生态营造并行的新模式，并将逐步推动IP产业的良性循环,进一步放大IP价值。

用户月活数量达到快手四分之一量级的行业概念股，股价一个月已经翻倍，但市值仍不足快手千分之六，空间几何？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>华人文化跟投的4200万美元A轮融资</span><h-char unicode=\"ff1b\"><h-inner><span>；</span></h-inner></h-char><span>2018年3月15日</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条完成超过2亿美元的B轮融资</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>由<a href=\"https://laohu8.com/S/00700\">腾讯</a>产业共赢基金领投</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>尚珹资本</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>顺为资本</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>小米科技</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>华新致远</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>创伴投资</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>光源资本</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>成为资本</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>红点创投</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>华人文化等跟投</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>B轮投后估值超过18亿美元</span><h-char unicode=\"ff1b\"><h-inner><span>；</span></h-inner></h-char><span>2018年8月</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条引入包括<a href=\"https://laohu8.com/S/603000\">人民网</a>旗下基金在内的战略投资者</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>投资额约6000万美元</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>投后估值达27亿美元</span><h-char unicode=\"ff1b\"><h-inner><span>；</span></h-inner></h-char><span>2018年9月14日</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条IPO募集8400万美元</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>上市之后</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>市值一度达到58亿美元</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>经历了2020年7月份315晚会点名</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>下架的风波</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>但是公司迅速公开诚挚道歉</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>并在全平台彻查</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>2020年12月16日</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>经历了三季度的3.15曝光</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>整改风波后</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条正式发布2020年第三季度财报</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>财报显示</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条第三季度营业收入11.3亿元 [2020第二季度</span><h-char unicode=\"ff1a\"><h-inner><span>：</span></h-inner></h-char><span>14.41亿元</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>2020第一季度13.64亿元]</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>下滑并不非常大</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>符合市场预期</span><h-char unicode=\"ff1b\"><span>；</span></h-char><span>2020年第三季度净亏损为人民币2.694亿元[2020第二季度</span><h-char unicode=\"ff1a\"><h-inner><span>：</span></h-inner></h-char><span>亏损2.22亿元</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>2020第一季度亏损5.32亿元]</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>相比之下上年同期的净亏损为人民币8.884亿元</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>同比大幅收窄</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>环比亏损也是连续几个季度下降</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>财报显示</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条非美国通用会计准则下运营成本同比下降87.0%</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>运营亏损率同比去年的60.0%大幅收窄至9.7%</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char><span>趣头条预计</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>公司将于今年第四季度实现经营性盈利</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>趣头条董事长兼CEO谭思亮表示</span><h-char unicode=\"ff1a\"><span>：</span></h-char><h-char unicode=\"201c\"><span>“</span></h-char><span>面临复杂多变的市场环境</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>我们的业务在第三季度仍取得了一些进步</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>亏损连续几个季度收窄</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char><span>未来</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>我们将继续提升运营效率</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>在内容建设和商业化方面做出更多努力</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>以实现平台的长期价值</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char><h-char unicode=\"201d\"><span>”</span></h-char></p><p><span>财报中披露了米读的最新数据</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>截至目前</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>米读月收入破万元的原创作者过百人</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>头部作者月收入近50万元</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>平台作者单月获得稿费突破500万元</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>在建设作者生态的同时</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>米读还在开拓IP孵化新模式</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>2020年9月</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>米读和快手达成独家战略合作</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>米读将平台上热门小说孵化成短剧IP</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>并在快手独播</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char><span>截至目前</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>米读已在快手上搭建了</span><h-char unicode=\"300a\"><h-inner><span>《</span></h-inner></h-char><span>河神的新娘</span><h-char unicode=\"300b\"><h-inner><span>》</span></h-inner></h-char><h-char prev=\"bd-close bd-end\" unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><h-char prev=\"bd-end bd-cop\" unicode=\"300a\"><h-inner><span>《</span></h-inner></h-char><span>穿书少女</span><h-char unicode=\"300b\"><h-inner><span>》</span></h-inner></h-char><h-char prev=\"bd-close bd-end\" unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><h-char prev=\"bd-end bd-cop\" unicode=\"300a\"><h-inner><span>《</span></h-inner></h-char><span>一条刁妃</span><h-char unicode=\"300b\"><h-inner><span>》</span></h-inner></h-char><span>等八大内容IP矩阵</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>涵盖古风</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>民国</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>都市</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>甜宠等多种题材</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>数据显示</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>目前</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>米读在快手上的短剧账号总粉丝量已破千万</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>全网总播放量突破14亿</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>单集播放量最高超5000万</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>集均播放量也高达500万</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>在以米读为代表的长内容建设取得突破后</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条进行业务架构变阵</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>升级组织能力</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>将趣头条App与短视频</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>小视频及直播合并成为短内容BU</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>allin短内容生态建设</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>财报显示</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>在市场激烈的长争夺赛中</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条APP人均阅读时长仍提升了15%</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>双月日均ARPU值环比提升了43%</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char><span>直播业务在逆势中迅速调整步伐</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>持续丰富直播内容的同时也吸引了越来越多的主播和用户</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>主播开播规模环比增长64.4%</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>高收入主播数环比增长64.33%</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>人均消费主播数环比增长72.66%</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>运营数据方面</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条第三季度平均月度活跃用户(MAU)人数总计为1.205亿人[2020第二季度</span><h-char unicode=\"ff1a\"><h-inner><span>：</span></h-inner></h-char><span>1.37亿元</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>2020第一季度1.38亿]</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>相比之下上年同期为1.339亿人;平均每日活跃用户(DAU)人数总计为3970万人[2020第二季度</span><h-char unicode=\"ff1a\"><h-inner><span>：</span></h-inner></h-char><span>4300万</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>2020第一季度4560万]</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>相比之下上年同期2019年三季度为4210万人; 2020年三季度每DAU平均日消费时间为55.3分钟[2020第二季度</span><h-char unicode=\"ff1a\"><h-inner><span>：</span></h-inner></h-char><span>55.2分钟</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>2020第一季度62.4分钟]</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>相比之下上年同期2019年三季度为61.3分钟</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>截至2020年9月30日</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条持有的现金</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>现金等价物</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>限制性现金和短期投资为人民币5.142亿元(约合7570万美元)</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>相比之下截至2019年12月31日为人民币16.525亿元</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char><span>公司2020年9月底应收金额10.25亿</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>看过财报</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>主要是各广告平台的账款</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span><img src=\"https://static.tigerbbs.com/bb16534207a7491b840c6b5dde86368d\"/></span></p><p><span>2020年第四季度</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>公司目前预计净收入在人民币12.30亿元至人民币12.50亿元之间</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>同比下降25％至26％</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>预计将会实现首次盈利</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>趣头条旗下米读</span><h-char unicode=\"ff1a\"><h-inner><span>：</span></h-inner></h-char></p><p><span>2020年9月趣头条旗下网络文学产品米读对外披露</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>目前已累计服务近两亿用户</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>日活跃用户近1000万</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>用户日均使用时长长期稳定在2小时左右</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>2020年9月3日，米读宣布已与快手达成战略合作，将发挥双方平台的内容和资源优势，共同探索网络文学和短视频平台的创新合作模式</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>米读CEO杨骥表示，此次与快手的合作模式是在行业内的一次全新尝试，开辟了免费网文平台的IP孵化新思路，有效解决了传统IP孵化模式中开发周期长</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>投入成本高等痛点</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>目前米读已初步搭建出一个流量积累及内容生态营造并行的新模式，并将逐步推动IP产业的良性循环,进一步放大IP价值</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>伴随用户在线时长向短视频等产品平台倾斜，以及用户阅读碎片化特点越发显著，以快手为代表的头部短视频产品已快速发展为日活超过3亿的巨型流量平台，也因此成为了承载短剧内容播放的最佳载体</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>而快手小剧场经过近一年时间，已经有了非常高的用户渗透率，亟需更多优质内容提供方，给平台源源不断地输入诸如米读短剧类的精品短视频内容，以更好满足平台用户多元的内容需求，双方的强强联合为网文行业的IP孵化开拓了新的方向</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>据米读内容营销总监雷爱琳介绍，米读从2020年2月起，就开始探索网文IP的短剧孵化模式，通过平台上作品的数据表现与社区用户评论等指标综合判断，米读率先挑选出4部平台原创作品进行短剧孵化尝试</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>截至目前，米读已出品了10余部精品IP短剧，全网播放量已突破8.8亿，爆款频出，其中单集最高播放量达4200万，平均点赞破百万，并多次登顶快手小剧场单日最热榜单第一名，且已有两部短剧被收录到头部在线视频网站的电视剧板块中</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>在模式跑通,并成功牵手快手之后，米读计划今年推出30部短剧，覆盖甜宠</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>悬疑</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>都市玄幻等各类丰富题材，以更好满足用户各异的阅读口味</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>米读用户日均使用米读APP次数高达9次</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>他们喜欢利用碎片时间追更</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char><span>具体而言</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>工作日的早班通勤</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>午休以及下班后的自由时间是阅读高峰</span><h-char unicode=\"ff1b\"><h-inner><span>；</span></h-inner></h-char><span>在周末</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>用户阅读波段分布更为均匀</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>除了三餐时间</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>他们几乎都会开启阅读模式</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>跟快手</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span><a href=\"https://laohu8.com/S/DYIN\">抖音</a>等巨头比较</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>当然根本不是一个档次的</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>更谈不上竞争对手了</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>但是趣头条也未必就没有任何作为</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>未来趣头条如果能够把握住独特的用户群体</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>在米读</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>短视频等领域深耕</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>给这些大平台输送流量</span><h-char prev=\"bd-close bd-end\" unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>手握的这些用户还是能够给公司带来收益的</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>关于趣头条未来的发展</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>董事长谭思亮曾表示</span><h-char unicode=\"201c\"><span>“</span></h-char><span>未来我们希望成为一个泛娱乐内容平台</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>比如说资讯</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>有视频</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>有小说</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>有段子</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>有漫画</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>有音频</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char><span>资讯只是最容易切到人群的介质</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char><h-char unicode=\"201d\"><span>”</span></h-char><span>趣头条的星辰大海将会怎样</span><h-char unicode=\"ff1f\"><span>？</span></h-char><span>想必</span><h-char unicode=\"201c\"><span>“</span></h-char><span>未来</span><h-char unicode=\"201d\"><span>”</span></h-char><span>肯定知道答案。</span></p><p><img src=\"https://static.tigerbbs.com/03e505e18dcf452e9deb1e851ee31eeb\"/></p><p><img src=\"https://static.tigerbbs.com/7977c1f1a384494e858c8f7b7b2d1538\"/></p><p><span>注：本文素材来源于互联网公开渠道，如有侵权请联系删除。内容所述仅代表个人观点，不作为指导依据，据此操作风险自担！</span></p><p><img src=\"https://static.tigerbbs.com/97dcf25e24ee49a587c44a8f8a2db197\"/></p><p><span><strong>【公司回顾】</strong></span></p><p><span><img src=\"https://static.tigerbbs.com/3330fb3efebf43679a25635ef7e6d788\"/></span></p><p><span><img src=\"https://static.tigerbbs.com/c65e5b4cbbf349c981a1348baf5aec62\"/></span></p><p><span><img src=\"https://static.tigerbbs.com/d852b37790504ee4b03294d329620344\"/></span></p><p border-box=\"\" center=\"\" https:=\"\" no-repeat=\"\" rgb=\"\">好文！别忘点“在看”</p>\n</div></body></html>","source":"weixin_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>用户月活数量达到快手四分之一量级的行业概念股，股价一个月已经翻倍，但市值仍不足快手千分之六，空间几何？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n用户月活数量达到快手四分之一量级的行业概念股，股价一个月已经翻倍，但市值仍不足快手千分之六，空间几何？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1023683695\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/1147954ba5ed4a54ba9a061e9dd405e5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">独角兽早知道 </p>\n<p class=\"h-time\">2021-02-13 23:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p><span>独角兽早知道 iponews</span></p><p><span>｜资讯撬动新资本｜</span></p><p><img src=\"https://static.tigerbbs.com/1e34e3542cb145089364cf67d04653f4\"/></p><h1><span>日活4000万，月活1.2亿的<a href=\"https://laohu8.com/S/QTT\">趣头条</a> PK 日活2.64亿</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>月活4.81亿的快手。</span></h1><p><span><strong><span>编辑 | Arti</span></strong></span></p><p><span><strong><span>本文仅为信息交流之用，不构成任何交易建议</span></strong></span></p><p><img src=\"https://static.tigerbbs.com/bb16534207a7491b840c6b5dde86368d\"/></p><p><span>截至2020年11月底，快手应用的日均活跃用户为2.64亿，月均活跃用户为4.81亿，</span><span>市值1.4万亿港币(1800亿美金)</span><h-char unicode=\"ff1b\"><span>；</span></h-char><span>而趣头条日均活跃用户为4000万</span><h-char unicode=\"ff08\"><h-inner><span>（</span></h-inner></h-char><span>快手的1/6</span><h-char unicode=\"ff09\"><h-inner><span>），</span></h-inner></h-char><span>月均活跃用户为1.2亿</span><h-char unicode=\"ff08\"><h-inner><span>（</span></h-inner></h-char><span>快手的1/4</span><h-char unicode=\"ff09\"><h-inner><span>）</span></h-inner></h-char><h-char prev=\"bd-close bd-end\" unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>而市值11亿美金只有快手市值的千分之六</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>约略两百分之一，差距极大。</span></p><p><span>我们可以类比当年的微信与<a href=\"https://laohu8.com/S/WB\">微博</a></span><h-char prev=\"bd-close bd-end\" unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>与新势力</span><h-char unicode=\"ff0c\"><h-inner><span>，未来</span></h-inner></h-char><span>估值预计是要被带起来的。</span></p><p><span>先看一下财务数据</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>因为财务数据就是业务的最终体现</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char><span>从历史上看</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条的应收增速还是非常亮眼的</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>只是2020年出现的一系列风波让趣头条受到了不利影响</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>这个不利影响绝对是利益各方博弈的结果</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条APP存在的乱象在其他APP有过之而无不及</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条只不过是撞到了枪眼上或者说后台不够硬</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>2020年对趣头条来说确实很关键</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>能够确保解除这次危机完成整改</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>并能进入正轨</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>手握4000万用户的趣头条如果能够精耕内容和提升客户体验</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>还是有追赶的空间</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char><span>2020年前三季度应收基本持平</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>也算是符合预期的</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>2020年第四季度管理层预计可以实现首次盈利</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>这当然是个好消息</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>可是投资者还是更关注用户相关数据来看未来的潜力</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>再看快手</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>应收增长达到百亿级增速仍然很亮眼</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>但是</span><span>2020年前三季度净亏损接近1000亿</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>趣头条(QTT) 2016年6月上线</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>到挂牌上市仅用了2年3个月</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>打破了之前的记录</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>刷新了中概股最快上市速度</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char><span>2018年9月14日完成了纳斯达克上市</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条上市首日股价飙涨128%</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>最高涨幅一度达近200%</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>五次触发熔断点致暂停交易</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>最终报收15.97美元</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>市值46亿美元</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char><span>在当时上市的新经济公司中</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条上市首日的股价表现是最突出的</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char><span>趣头条创下了2018年美国IPO规模超过500万美元股票的最大首日涨幅</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>趣头条MAU2019年以来MAU稳定在1亿以上</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>旗下网络文学平台米读也于2019年10月获得了CMC领投的1亿美金B轮融资</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>2017年下半年</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条获得成为资本领投</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>红点创投</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>华人文化跟投的4200万美元A轮融资</span><h-char unicode=\"ff1b\"><h-inner><span>；</span></h-inner></h-char><span>2018年3月15日</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条完成超过2亿美元的B轮融资</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>由<a href=\"https://laohu8.com/S/00700\">腾讯</a>产业共赢基金领投</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>尚珹资本</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>顺为资本</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>小米科技</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>华新致远</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>创伴投资</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>光源资本</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>成为资本</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>红点创投</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>华人文化等跟投</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>B轮投后估值超过18亿美元</span><h-char unicode=\"ff1b\"><h-inner><span>；</span></h-inner></h-char><span>2018年8月</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条引入包括<a href=\"https://laohu8.com/S/603000\">人民网</a>旗下基金在内的战略投资者</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>投资额约6000万美元</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>投后估值达27亿美元</span><h-char unicode=\"ff1b\"><h-inner><span>；</span></h-inner></h-char><span>2018年9月14日</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条IPO募集8400万美元</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>上市之后</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>市值一度达到58亿美元</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>经历了2020年7月份315晚会点名</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>下架的风波</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>但是公司迅速公开诚挚道歉</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>并在全平台彻查</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>2020年12月16日</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>经历了三季度的3.15曝光</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>整改风波后</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条正式发布2020年第三季度财报</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>财报显示</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条第三季度营业收入11.3亿元 [2020第二季度</span><h-char unicode=\"ff1a\"><h-inner><span>：</span></h-inner></h-char><span>14.41亿元</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>2020第一季度13.64亿元]</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>下滑并不非常大</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>符合市场预期</span><h-char unicode=\"ff1b\"><span>；</span></h-char><span>2020年第三季度净亏损为人民币2.694亿元[2020第二季度</span><h-char unicode=\"ff1a\"><h-inner><span>：</span></h-inner></h-char><span>亏损2.22亿元</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>2020第一季度亏损5.32亿元]</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>相比之下上年同期的净亏损为人民币8.884亿元</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>同比大幅收窄</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>环比亏损也是连续几个季度下降</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>财报显示</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条非美国通用会计准则下运营成本同比下降87.0%</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>运营亏损率同比去年的60.0%大幅收窄至9.7%</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char><span>趣头条预计</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>公司将于今年第四季度实现经营性盈利</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>趣头条董事长兼CEO谭思亮表示</span><h-char unicode=\"ff1a\"><span>：</span></h-char><h-char unicode=\"201c\"><span>“</span></h-char><span>面临复杂多变的市场环境</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>我们的业务在第三季度仍取得了一些进步</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>亏损连续几个季度收窄</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char><span>未来</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>我们将继续提升运营效率</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>在内容建设和商业化方面做出更多努力</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>以实现平台的长期价值</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char><h-char unicode=\"201d\"><span>”</span></h-char></p><p><span>财报中披露了米读的最新数据</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>截至目前</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>米读月收入破万元的原创作者过百人</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>头部作者月收入近50万元</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>平台作者单月获得稿费突破500万元</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>在建设作者生态的同时</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>米读还在开拓IP孵化新模式</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>2020年9月</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>米读和快手达成独家战略合作</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>米读将平台上热门小说孵化成短剧IP</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>并在快手独播</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char><span>截至目前</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>米读已在快手上搭建了</span><h-char unicode=\"300a\"><h-inner><span>《</span></h-inner></h-char><span>河神的新娘</span><h-char unicode=\"300b\"><h-inner><span>》</span></h-inner></h-char><h-char prev=\"bd-close bd-end\" unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><h-char prev=\"bd-end bd-cop\" unicode=\"300a\"><h-inner><span>《</span></h-inner></h-char><span>穿书少女</span><h-char unicode=\"300b\"><h-inner><span>》</span></h-inner></h-char><h-char prev=\"bd-close bd-end\" unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><h-char prev=\"bd-end bd-cop\" unicode=\"300a\"><h-inner><span>《</span></h-inner></h-char><span>一条刁妃</span><h-char unicode=\"300b\"><h-inner><span>》</span></h-inner></h-char><span>等八大内容IP矩阵</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>涵盖古风</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>民国</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>都市</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>甜宠等多种题材</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>数据显示</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>目前</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>米读在快手上的短剧账号总粉丝量已破千万</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>全网总播放量突破14亿</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>单集播放量最高超5000万</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>集均播放量也高达500万</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>在以米读为代表的长内容建设取得突破后</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条进行业务架构变阵</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>升级组织能力</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>将趣头条App与短视频</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>小视频及直播合并成为短内容BU</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>allin短内容生态建设</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>财报显示</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>在市场激烈的长争夺赛中</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条APP人均阅读时长仍提升了15%</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>双月日均ARPU值环比提升了43%</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char><span>直播业务在逆势中迅速调整步伐</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>持续丰富直播内容的同时也吸引了越来越多的主播和用户</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>主播开播规模环比增长64.4%</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>高收入主播数环比增长64.33%</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>人均消费主播数环比增长72.66%</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>运营数据方面</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条第三季度平均月度活跃用户(MAU)人数总计为1.205亿人[2020第二季度</span><h-char unicode=\"ff1a\"><h-inner><span>：</span></h-inner></h-char><span>1.37亿元</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>2020第一季度1.38亿]</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>相比之下上年同期为1.339亿人;平均每日活跃用户(DAU)人数总计为3970万人[2020第二季度</span><h-char unicode=\"ff1a\"><h-inner><span>：</span></h-inner></h-char><span>4300万</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>2020第一季度4560万]</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>相比之下上年同期2019年三季度为4210万人; 2020年三季度每DAU平均日消费时间为55.3分钟[2020第二季度</span><h-char unicode=\"ff1a\"><h-inner><span>：</span></h-inner></h-char><span>55.2分钟</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>2020第一季度62.4分钟]</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>相比之下上年同期2019年三季度为61.3分钟</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>截至2020年9月30日</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>趣头条持有的现金</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>现金等价物</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>限制性现金和短期投资为人民币5.142亿元(约合7570万美元)</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>相比之下截至2019年12月31日为人民币16.525亿元</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char><span>公司2020年9月底应收金额10.25亿</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>看过财报</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>主要是各广告平台的账款</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span><img src=\"https://static.tigerbbs.com/bb16534207a7491b840c6b5dde86368d\"/></span></p><p><span>2020年第四季度</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>公司目前预计净收入在人民币12.30亿元至人民币12.50亿元之间</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>同比下降25％至26％</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>预计将会实现首次盈利</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>趣头条旗下米读</span><h-char unicode=\"ff1a\"><h-inner><span>：</span></h-inner></h-char></p><p><span>2020年9月趣头条旗下网络文学产品米读对外披露</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>目前已累计服务近两亿用户</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>日活跃用户近1000万</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>用户日均使用时长长期稳定在2小时左右</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>2020年9月3日，米读宣布已与快手达成战略合作，将发挥双方平台的内容和资源优势，共同探索网络文学和短视频平台的创新合作模式</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>米读CEO杨骥表示，此次与快手的合作模式是在行业内的一次全新尝试，开辟了免费网文平台的IP孵化新思路，有效解决了传统IP孵化模式中开发周期长</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>投入成本高等痛点</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>目前米读已初步搭建出一个流量积累及内容生态营造并行的新模式，并将逐步推动IP产业的良性循环,进一步放大IP价值</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>伴随用户在线时长向短视频等产品平台倾斜，以及用户阅读碎片化特点越发显著，以快手为代表的头部短视频产品已快速发展为日活超过3亿的巨型流量平台，也因此成为了承载短剧内容播放的最佳载体</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>而快手小剧场经过近一年时间，已经有了非常高的用户渗透率，亟需更多优质内容提供方，给平台源源不断地输入诸如米读短剧类的精品短视频内容，以更好满足平台用户多元的内容需求，双方的强强联合为网文行业的IP孵化开拓了新的方向</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>据米读内容营销总监雷爱琳介绍，米读从2020年2月起，就开始探索网文IP的短剧孵化模式，通过平台上作品的数据表现与社区用户评论等指标综合判断，米读率先挑选出4部平台原创作品进行短剧孵化尝试</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>截至目前，米读已出品了10余部精品IP短剧，全网播放量已突破8.8亿，爆款频出，其中单集最高播放量达4200万，平均点赞破百万，并多次登顶快手小剧场单日最热榜单第一名，且已有两部短剧被收录到头部在线视频网站的电视剧板块中</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>在模式跑通,并成功牵手快手之后，米读计划今年推出30部短剧，覆盖甜宠</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>悬疑</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>都市玄幻等各类丰富题材，以更好满足用户各异的阅读口味</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>米读用户日均使用米读APP次数高达9次</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>他们喜欢利用碎片时间追更</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char><span>具体而言</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>工作日的早班通勤</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>午休以及下班后的自由时间是阅读高峰</span><h-char unicode=\"ff1b\"><h-inner><span>；</span></h-inner></h-char><span>在周末</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>用户阅读波段分布更为均匀</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>除了三餐时间</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>他们几乎都会开启阅读模式</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>跟快手</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span><a href=\"https://laohu8.com/S/DYIN\">抖音</a>等巨头比较</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>当然根本不是一个档次的</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>更谈不上竞争对手了</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>但是趣头条也未必就没有任何作为</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>未来趣头条如果能够把握住独特的用户群体</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>在米读</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>短视频等领域深耕</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>给这些大平台输送流量</span><h-char prev=\"bd-close bd-end\" unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>手握的这些用户还是能够给公司带来收益的</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char></p><p><span>关于趣头条未来的发展</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>董事长谭思亮曾表示</span><h-char unicode=\"201c\"><span>“</span></h-char><span>未来我们希望成为一个泛娱乐内容平台</span><h-char unicode=\"ff0c\"><h-inner><span>，</span></h-inner></h-char><span>比如说资讯</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>有视频</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>有小说</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>有段子</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>有漫画</span><h-char unicode=\"3001\"><h-inner><span>、</span></h-inner></h-char><span>有音频</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char><span>资讯只是最容易切到人群的介质</span><h-char unicode=\"3002\"><h-inner><span>。</span></h-inner></h-char><h-char unicode=\"201d\"><span>”</span></h-char><span>趣头条的星辰大海将会怎样</span><h-char unicode=\"ff1f\"><span>？</span></h-char><span>想必</span><h-char unicode=\"201c\"><span>“</span></h-char><span>未来</span><h-char unicode=\"201d\"><span>”</span></h-char><span>肯定知道答案。</span></p><p><img src=\"https://static.tigerbbs.com/03e505e18dcf452e9deb1e851ee31eeb\"/></p><p><img src=\"https://static.tigerbbs.com/7977c1f1a384494e858c8f7b7b2d1538\"/></p><p><span>注：本文素材来源于互联网公开渠道，如有侵权请联系删除。内容所述仅代表个人观点，不作为指导依据，据此操作风险自担！</span></p><p><img src=\"https://static.tigerbbs.com/97dcf25e24ee49a587c44a8f8a2db197\"/></p><p><span><strong>【公司回顾】</strong></span></p><p><span><img src=\"https://static.tigerbbs.com/3330fb3efebf43679a25635ef7e6d788\"/></span></p><p><span><img src=\"https://static.tigerbbs.com/c65e5b4cbbf349c981a1348baf5aec62\"/></span></p><p><span><img src=\"https://static.tigerbbs.com/d852b37790504ee4b03294d329620344\"/></span></p><p border-box=\"\" center=\"\" https:=\"\" no-repeat=\"\" rgb=\"\">好文！别忘点“在看”</p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/95a52bac654e212de5e6a737e01fc5ff","relate_stocks":{"01024":"快手-W"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzU3MTY1MzExOQ==&mid=2247508062&idx=1&sn=dec3741392f0b11a113f780d471567d0&chksm=fcde0ececba987d805710e04377970a381d5d6fbb3f2c02a98e8f72f6e0abf3c6577fc29e2f2&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2111070890","content_text":"独角兽早知道 iponews｜资讯撬动新资本｜日活4000万，月活1.2亿的趣头条 PK 日活2.64亿，月活4.81亿的快手。编辑 | Arti本文仅为信息交流之用，不构成任何交易建议截至2020年11月底，快手应用的日均活跃用户为2.64亿，月均活跃用户为4.81亿，市值1.4万亿港币(1800亿美金)；而趣头条日均活跃用户为4000万（快手的1/6），月均活跃用户为1.2亿（快手的1/4），而市值11亿美金只有快手市值的千分之六，约略两百分之一，差距极大。我们可以类比当年的微信与微博，特斯拉与新势力，未来估值预计是要被带起来的。先看一下财务数据，因为财务数据就是业务的最终体现。从历史上看，趣头条的应收增速还是非常亮眼的，只是2020年出现的一系列风波让趣头条受到了不利影响，这个不利影响绝对是利益各方博弈的结果，趣头条APP存在的乱象在其他APP有过之而无不及，趣头条只不过是撞到了枪眼上或者说后台不够硬。2020年对趣头条来说确实很关键，能够确保解除这次危机完成整改，并能进入正轨，手握4000万用户的趣头条如果能够精耕内容和提升客户体验，还是有追赶的空间。2020年前三季度应收基本持平，也算是符合预期的，2020年第四季度管理层预计可以实现首次盈利，这当然是个好消息，可是投资者还是更关注用户相关数据来看未来的潜力。再看快手，应收增长达到百亿级增速仍然很亮眼，但是2020年前三季度净亏损接近1000亿。趣头条(QTT) 2016年6月上线，到挂牌上市仅用了2年3个月，打破了之前的记录，刷新了中概股最快上市速度。2018年9月14日完成了纳斯达克上市，趣头条上市首日股价飙涨128%，最高涨幅一度达近200%，五次触发熔断点致暂停交易，最终报收15.97美元，市值46亿美元。在当时上市的新经济公司中，趣头条上市首日的股价表现是最突出的。趣头条创下了2018年美国IPO规模超过500万美元股票的最大首日涨幅。趣头条MAU2019年以来MAU稳定在1亿以上，旗下网络文学平台米读也于2019年10月获得了CMC领投的1亿美金B轮融资。2017年下半年，趣头条获得成为资本领投、红点创投、华人文化跟投的4200万美元A轮融资；2018年3月15日，趣头条完成超过2亿美元的B轮融资，由腾讯产业共赢基金领投，尚珹资本、顺为资本、小米科技、华新致远、创伴投资、光源资本、成为资本、红点创投、华人文化等跟投，B轮投后估值超过18亿美元；2018年8月，趣头条引入包括人民网旗下基金在内的战略投资者，投资额约6000万美元，投后估值达27亿美元；2018年9月14日，趣头条IPO募集8400万美元，上市之后，市值一度达到58亿美元。经历了2020年7月份315晚会点名、下架的风波，但是公司迅速公开诚挚道歉，并在全平台彻查。2020年12月16日，经历了三季度的3.15曝光、整改风波后，趣头条正式发布2020年第三季度财报，财报显示，趣头条第三季度营业收入11.3亿元 [2020第二季度：14.41亿元，2020第一季度13.64亿元]，下滑并不非常大，符合市场预期；2020年第三季度净亏损为人民币2.694亿元[2020第二季度：亏损2.22亿元，2020第一季度亏损5.32亿元]，相比之下上年同期的净亏损为人民币8.884亿元，同比大幅收窄，环比亏损也是连续几个季度下降。财报显示，趣头条非美国通用会计准则下运营成本同比下降87.0%，运营亏损率同比去年的60.0%大幅收窄至9.7%。趣头条预计，公司将于今年第四季度实现经营性盈利。趣头条董事长兼CEO谭思亮表示：“面临复杂多变的市场环境，我们的业务在第三季度仍取得了一些进步，亏损连续几个季度收窄。未来，我们将继续提升运营效率，在内容建设和商业化方面做出更多努力，以实现平台的长期价值。”财报中披露了米读的最新数据，截至目前，米读月收入破万元的原创作者过百人，头部作者月收入近50万元，平台作者单月获得稿费突破500万元。在建设作者生态的同时，米读还在开拓IP孵化新模式，2020年9月，米读和快手达成独家战略合作，米读将平台上热门小说孵化成短剧IP，并在快手独播。截至目前，米读已在快手上搭建了《河神的新娘》、《穿书少女》、《一条刁妃》等八大内容IP矩阵，涵盖古风、民国、都市、甜宠等多种题材。数据显示，目前，米读在快手上的短剧账号总粉丝量已破千万，全网总播放量突破14亿，单集播放量最高超5000万，集均播放量也高达500万。在以米读为代表的长内容建设取得突破后，趣头条进行业务架构变阵，升级组织能力，将趣头条App与短视频、小视频及直播合并成为短内容BU，allin短内容生态建设。财报显示，在市场激烈的长争夺赛中，趣头条APP人均阅读时长仍提升了15%，双月日均ARPU值环比提升了43%。直播业务在逆势中迅速调整步伐，持续丰富直播内容的同时也吸引了越来越多的主播和用户，主播开播规模环比增长64.4%，高收入主播数环比增长64.33%，人均消费主播数环比增长72.66%。运营数据方面，趣头条第三季度平均月度活跃用户(MAU)人数总计为1.205亿人[2020第二季度：1.37亿元，2020第一季度1.38亿]，相比之下上年同期为1.339亿人;平均每日活跃用户(DAU)人数总计为3970万人[2020第二季度：4300万，2020第一季度4560万]，相比之下上年同期2019年三季度为4210万人; 2020年三季度每DAU平均日消费时间为55.3分钟[2020第二季度：55.2分钟，2020第一季度62.4分钟]，相比之下上年同期2019年三季度为61.3分钟。截至2020年9月30日，趣头条持有的现金、现金等价物、限制性现金和短期投资为人民币5.142亿元(约合7570万美元)，相比之下截至2019年12月31日为人民币16.525亿元。公司2020年9月底应收金额10.25亿，看过财报，主要是各广告平台的账款。2020年第四季度，公司目前预计净收入在人民币12.30亿元至人民币12.50亿元之间，同比下降25％至26％，预计将会实现首次盈利。趣头条旗下米读：2020年9月趣头条旗下网络文学产品米读对外披露，目前已累计服务近两亿用户，日活跃用户近1000万，用户日均使用时长长期稳定在2小时左右。2020年9月3日，米读宣布已与快手达成战略合作，将发挥双方平台的内容和资源优势，共同探索网络文学和短视频平台的创新合作模式。米读CEO杨骥表示，此次与快手的合作模式是在行业内的一次全新尝试，开辟了免费网文平台的IP孵化新思路，有效解决了传统IP孵化模式中开发周期长、投入成本高等痛点。目前米读已初步搭建出一个流量积累及内容生态营造并行的新模式，并将逐步推动IP产业的良性循环,进一步放大IP价值。伴随用户在线时长向短视频等产品平台倾斜，以及用户阅读碎片化特点越发显著，以快手为代表的头部短视频产品已快速发展为日活超过3亿的巨型流量平台，也因此成为了承载短剧内容播放的最佳载体。而快手小剧场经过近一年时间，已经有了非常高的用户渗透率，亟需更多优质内容提供方，给平台源源不断地输入诸如米读短剧类的精品短视频内容，以更好满足平台用户多元的内容需求，双方的强强联合为网文行业的IP孵化开拓了新的方向。据米读内容营销总监雷爱琳介绍，米读从2020年2月起，就开始探索网文IP的短剧孵化模式，通过平台上作品的数据表现与社区用户评论等指标综合判断，米读率先挑选出4部平台原创作品进行短剧孵化尝试。截至目前，米读已出品了10余部精品IP短剧，全网播放量已突破8.8亿，爆款频出，其中单集最高播放量达4200万，平均点赞破百万，并多次登顶快手小剧场单日最热榜单第一名，且已有两部短剧被收录到头部在线视频网站的电视剧板块中。在模式跑通,并成功牵手快手之后，米读计划今年推出30部短剧，覆盖甜宠、悬疑、都市玄幻等各类丰富题材，以更好满足用户各异的阅读口味。米读用户日均使用米读APP次数高达9次，他们喜欢利用碎片时间追更。具体而言，工作日的早班通勤、午休以及下班后的自由时间是阅读高峰；在周末，用户阅读波段分布更为均匀，除了三餐时间，他们几乎都会开启阅读模式。跟快手、抖音等巨头比较，当然根本不是一个档次的，更谈不上竞争对手了，但是趣头条也未必就没有任何作为，未来趣头条如果能够把握住独特的用户群体，在米读、短视频等领域深耕，给这些大平台输送流量，手握的这些用户还是能够给公司带来收益的。关于趣头条未来的发展，董事长谭思亮曾表示“未来我们希望成为一个泛娱乐内容平台，比如说资讯、有视频、有小说、有段子、有漫画、有音频。资讯只是最容易切到人群的介质。”趣头条的星辰大海将会怎样？想必“未来”肯定知道答案。注：本文素材来源于互联网公开渠道，如有侵权请联系删除。内容所述仅代表个人观点，不作为指导依据，据此操作风险自担！【公司回顾】好文！别忘点“在看”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1482,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":16,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}