BILI240802C16000
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Bilibili Newsroom
Express News | Goldman Sachs' Long Position in Bilibili Decreases to 6.33% on July 24 From 7.08% - HKEX
According to Sensor Tower, the overseas revenue of the top 30 mobile games exported in the first half of the year increased by 15% to $4.5 billion.
Starting from the second half of 2023, the overseas mobile game market will return to an upward trend. In the first half of 2024, the combined revenue of overseas mobile games on the App Store and Google Play channels will reach 32.5 billion US dollars.
Hong Kong Stock Concept Tracking | China's overseas mobile games generated more than 7.5 billion US dollars in revenue in the first half of 2023. AI brings cost reduction and efficiency improvement (including concept stocks).
According to SensorTower data, in the first half of 2024, overseas mobile gaming revenue continued the growth trend of the second half of 2023, with a year-on-year increase of 6% in the combined revenue of AppStore and GooglePlay channels, reaching $32.5 billion.
Interview with Zhongpu AI CEO Zhang Peng: There is still a long way to go if Wen Sheng Video wants to change filmmaking.
On the afternoon of July 26th, Zhang Peng, CEO of Zhipu AI, announced at the Zhipu Open Day that the AI-generated video model Ying is now available on Zhipu Qingyan, and it only takes 30 seconds to generate a 6-second video. From now on, all C-end users can experience the AI-generated video and graphic capabilities through Ying. When asked by Sina Technology about the impact of AI-based text-to-video technology on the film and television industry, Zhang Peng said: "This has been a topic of discussion since the appearance of Sora, and it has already caused a stir abroad."
Express News | BlackRock's Long Position in Bilibili Increases to 5.05% on July 19 From 4.41% - HKEX
Open Source Securities: ChinaJoy Preview - Focus on heavyweight new games, hardware innovation, and IP content.
The 21st ChinaJoy will open on July 26, 2024. On the one hand, it may bring income from exhibitors and attendees to the organizer, and on the other hand, it may enhance its brand influence and empower its all-scenario entertainment services business.
Top Gap Ups and Downs on Tuesday: SAP, DHR, DIS and More
Asian Equities Traded in the US as American Depositary Receipts Trend Lower in Tuesday Trading
Express News | Goldman Sachs' Long Position in Bilibili Increases to 7.01% on July 18 From 6.26% - HKEX
Debon Securities: Pop Mart (09992) expects high growth in the first half of the year and pays attention to investment opportunities brought by ChinaJoy next week.
The 21st ChinaJoy Expo in 2024 will be held from July 26th to July 29th with the theme of "Starting from the heart, endless fun" as scheduled.
Hong Kong stock concept tracking | In July, 105 game version numbers were approved. With the coming of the peak season in summer, many games are expected to surpass expectations (with concept stocks attached).
On July 22, the State Administration of Press and Publication released the approval information for domestic online games produced in July 2024, with a total of 105 games approved.
First Shanghai: Rated bilibili-W(09626) as 'buy', with a target price of HKD 156.23.
Bilibili is expected to achieve Non-GAAP operation profit breakeven in Q3.
Brokerage Focus: First Shanghai: 'Three Strategies' Drive Bilibili (09626) Game Business to Rebound in the Second Half of the Year, Recommended to Buy Rating.
Jingu Finance News | First Shanghai released a research report, bilibili (BILI.US/09626) Q1 revenue was 5.66 billion yuan, up 11.7% year-on-year, slightly higher than the market's consensus expectations. Gross margin was 28.3%, up 6.5pcts year-on-year, mainly due to the increase in the proportion of high-gross-margin advertising business and optimization on the cost side; Operating profit margin was -14.5%, narrowing by 12.6% year-on-year. GAAP net loss was 0.76 billion yuan; non-GAAP net loss was 0.44 billion yuan, narrowing by 55.8% year-on-year, slightly higher than the market's consensus expected loss of 0.5 billion yuan. Next quarter revenue is expected to achieve growth.
In June, a total of 30 games entered the Top 10 of the free games chart on the App Store, slightly fewer than the previous two months, according to Qimai Research Institute.
In June, a total of 30 games entered the free game top 10 chart in the App Store, with a slightly lower number of apps compared to the previous two months.
Hong Kong stock concept tracking: Global game revenue is expected to reach 300 billion US dollars in the next three years, and the prosperity of the domestic game industry chain continues to recover. (Attached are concept stocks).
Game permits are now being issued on a regular basis, and top manufacturers are continuing to exert their efforts.
Express News | Morgan Stanley's Short Position in Shares of Bilibili Increases to 4.04% on July 15 From 3.54% - HKEX
JP Morgan: Feels positive about the future shareholding of Bilibili W(09626), maintains a 'shareholding' rating with a target price of HKD165.
Since its launch in July, the cash revenue of "Three Kingdoms: Strategy for Success" has been strong, now ranking 11th on the IOS revenue leaderboard in Mainland China, enough to drive first-month cash revenue of over 0.6 billion Chinese yuan.
Express News | Bilibili : HSBC Raises Target Price to $18 From $13.5
Hong Kong stock concept tracking | Micro-drama production and creation is moving towards standardization, and the refinement of content may become a trend. (Attached concept stock)
According to the 2023-2024 China Micro-drama Market Research Report by iResearch Consulting, the domestic micro-drama market is expected to reach a scale of 37.39 billion yuan in 2023, an increase of 267.65% year-on-year compared to 10.17 billion yuan in 2022.
Brokerage focuses on China Great Wall securities' first buy rating for Bilibili (09626) due to prosperous content and user ecosystem driving commercialization acceleration.
China Great Wall Securities released a research report stating that Bilibili, with its community as the foundation, has adopted a dual drainage strategy of "OGV+PUGV", forming a full chain of "OGV content drainage-high-quality PUGV content increase retention". In addition, the company continues to expand its content categories, achieving circle-breaking from second-dimensional users to pan-entertainment and pan-knowledge users. Bilibili has realized a positive cycle ecology of "UP host producing high-quality video content to attract fans and get positive feedback-incentivize UP host to produce more high-quality content", and both UP hosts and users have higher retention rates. As of 24Q1, the platform has achieved high user engagement.