首席鑫视角B站看内容与用户的变迁20240917

2024年09月17日21：07发言人00：00欢迎加入会议。并接入进门财经电话会议系统。请输入参会密码。 首席鑫视角：首席鑫视角：B站站–看内容与用户的变迁看内容与用户的变迁20240917_原文原文 2024年09月17日21：07发言人00：00欢迎加入会议。并接入进门财经电话会议系统。请输入参会密码。 您已成功加入会议，感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting isready to start. Please remain on the line. 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 发言人01：30感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 感谢大家参加本次会议，会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 发言人02：40感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 发言人03：03感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 发言人03：26感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 发言人03：50 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 发言人04：36感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 发言人05：00感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 发言人05：23 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 发言人08：07 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 发言人08：30 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 发言人11：13感谢大家参加本次会议。会议即将开始，请稍后。 Thanks for your participation. The meeting is ready to start. Please remainon the line. 发言人11：37 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 发言人12：00 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 发言人12：24 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 发言人12：47 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 发言人13：10 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 发言人13：34 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remain 发言人13：57 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 发言人14：20 感谢大家参加本次会议，会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remainon the line. 发言人14：42大家好，欢迎参加华星传媒首席新视角B 站看内容与用户的变迁电话会议。下面开始播报免责声明。声明，播报完毕后，主持人可直接开始发言。 发言人14：53 本次电话会议仅面向华兴证券的专业投资机构客户或受邀客户。本次会议在任何情形下都不构成对会议参加者的投资建议。华兴证券不对任何人因使用会议内容而引致的任何损失承担任何责任。未经华兴证券事先书面许可，任何机构或个人严禁以任何形式将会议内容和相关信息对外公布、转发、转载、传播、复制、编辑、修改、解读等。涉嫌违反上述情形的，本公司保留追究其法律责任的权利。 发言人15：33好的，谢谢小秘书。各位好，我是华西传媒的猪猪。今天主要是跟大家分享一下B 站以及平台经济。我们的题目叫从B站来看内容和用户的演变。现在我们把B站定义为叫兴趣爱好，生活聚集地。这样的一个定位也是能看出来一个平台或者一个新的商业模式，它的核心竞争力是来自于持续迭代的能力。 发言人15：58我们可以看到B 站它是从从一个小众的二次元逐步的在成长。它的商业模式或者说它的商业变现，从之前以游戏收入为核心的主要的拉伸，再到现在我们看到他的广告的收入在他整个的盘子当中逐步的占比在提升。可以看到在整个产品游戏产品周期在调整的时候，增值业务和广告业务进行了一个补位。所以 我们也看