27 A-share companies are "catching up" with hundreds of billions of Internet celebrities. More capital is expected to pour in
original title: 27 A-share companies "catch up with the tide" Internet celebrities
Capital strongly distributes the network celebrity economy, forming a complete set of industrial chains such as advertising, e-commerce, reward, brokerage training, etc.
the popularity of Internet celebrities has not diminished, and capital has been strongly involved in the Nuggets.
reporter's preliminary statistics show that at present, there are 27 A-share companies laying out online celebrity economy, from advertising, e-commerce, reward to brokerage training, forming a full set of online celebrity economic industrial chain, involving social platform, online celebrity incubation, supply chain to platform cash, and so on. According to the quarterly report, some companies have disclosed the economic contribution of online celebrities.
China's first White Paper on the economy of online celebrities in 2016 shows that among Chinese online celebrities, 11.6% are online celebrities who create works, 35.9% are online celebrities for live video streaming, 18.2% are online celebrities for news events, 27.3% are online celebrities from the media, and 7% are online celebrities of other categories.
China Merchants Securities reported that the economic market size of online celebrities will exceed 100 billion in the future. With the appearance of the profitability and business value of online celebrities and the support of large platforms, a large number of participants are expected to pour in and the industry will accelerate its expansion.
the reporter combed and found that A-share network celebrity economy concept companies have spared no effort in the layout of network celebrity economy. After spending 2.6 billion yuan to win six rooms, Songcheng Performing Arts, the economic leader of online celebrities, held hands with Zhejiang Media College to lay out online celebrity training. In addition, the company has identified online celebrities as one of its future development plans.
strong > companies that lay out online celebrities reported positive net profits in three quarters / strong >
this past Christmas, online celebrities have become the focus of fans' attention, and behind it is the relevant capital in force.
according to people in the industry of online celebrities, every holiday is not only the time for online celebrities to walk into the hole, but also the time for the relevant capital to harvest. For example, most companies that layout online celebrities make a lot of money on Singles Day this year.
as the person said, many online celebrity companies benefited from Singles' Day. This is the case with Antarctic e-commerce, which is famous for its Antarctic underwear. Antarctic e-commerce has announced that during the Singles Day holiday this year, the company achieved a full-brand, platform-wide GMV of 630 million yuan, an increase of 103% over the same period last year, surpassing the growth rate of Tmall and JD.com platform.
Societe Generale Securities Analysis, in addition to the continuous increase from dealers and suppliers, the promotion of commodity diversification and marketing means through the online celebrity platform adds momentum to the growth.
Antarctic e-commerce is far from the only company with contributions from online celebrities.
based on the data, the reporter found that incomplete statistics show that at present, there are 27 A-share companies laying out the network celebrity economy, including Songcheng Performing Arts, Perfect World, Kunlun Wanwei, Kaiying Network, Central and South China Culture, and so on. The good news is that these companies have achieved good results.
the third quarterly report shows that the net profits of 27 companies belonging to their parent companies are all positive, making them one of the few A-share sectors with a total net profit of 6.735 billion yuan, with an average profit of 249 million yuan per company. In terms of performance growth, in addition to the negative growth of Xinpeng shares, Gunda Electric, Storm Group, Kaiying Network, Happy Shopping and Hualian shares, 21 achieved positive growth, with the exception of Zhejiang News Media, Huayi Brothers and Voss shares with a growth rate of less than 10%. The other 18 are showing medium-to-high growth, and 7 have doubled the growth rate. The growth rates of Perfect World, Wanjia Culture, Youjiu Games, bus online and Light Media are 7 times, 5 times, 3 times, 3 times and 2 times respectively.
unlike concept stocks such as artificial intelligence and blockchain, the contribution of online celebrity economy to listed companies has been clearly reflected in the financial reports of many companies.
the reporter found that this year's semi-annual report shows that in the composition of the main income of Central and South China Culture, the income of artist brokers is 12.6019 million yuan, the operating profit is 8.7864 million yuan, and the gross profit margin is 69.72%. It is the sector with the highest gross profit margin in the company's main business income.
the economic contribution of online celebrities to Songcheng Performing Arts, the leading stock of online celebrity economy, is more obvious. In the first half of this year, the company's main income composition, 6.cn Internet Performing Arts platform achieved operating income of 522 million yuan, operating profit of 268 million yuan, gross profit of 51.40%. And among the company's five main business revenue sectors, this revenue accounts for 44.03% of the total revenue, which has become the largest segment in the company's revenue composition.
strong > convert fans into capital customers, so as to realize the realization / strong >
Internet celebrity economic concept companies have disclosed the income of online celebrities, showing roughly the same profit path of online celebrity economy.
Last week, a member of a small team of online celebrities told reporters that the way to realize the economy of online celebrities is relatively simple, usually with the help of the mobile Internet. After ordinary people become online celebrities, their fans soar, and then, will be targeted by capital, or set up their own team to operate, tap the fan economy. Specific to the image design of online celebrities, packaging, product endorsements, product sales of related parties, etc., to the final realization. In a word, it is to transfer a large number of fans of online celebrities to the platform of the relevant capital, become the customers of the capital, and then realize the realization. in the whole link, online celebrities and fans are the focus of capital attention.
the reporter learned that the way for Antarctic e-commerce to distribute the network celebrity economy is for the company to join hands with MUNMUInc of South Korea. Set up a subsidiary company and make full use of MUNMUInc. All its online celebrities, artists and media resources, carry out fans' economic realization, advertising endorsements, commercial activities, performing arts agents and other related business, and exclusively manage all the commercial activities of Asian make-up queen PONY in China.
Industry insiders said that South Korea's MUNMUInc. Its online celebrities are netted by the company, and then carry out packaging mining and carry out a series of business activities.
in addition, there are also some Internet celebrities who have formed teams to achieve rapid growth of wealth with the help of capital market forces.
Public data show that Internet celebrity No. 1 e-commerce, such as Han e-commerce, has successfully landed on the new third board, and its realization is surprising.
Ruhan e-commerce backdoor Suzhou Kerry began in February this year. Under the operation of a series of capital, Kerry set up a number of subsidiaries and Sun companies to transfer some e-commerce companies of the trading party by way of equity transfer. Next, Kerry Love through fixed increase and other ways, in fact, the controller Wang Jiu mother and daughter transfer the controlling stake. After a series of operations, Kerry changed its name to Ruhan Holdings and changed its business scope, such as the successful backdoor listing of e-commerce.
the reporter found that a number of subsidiaries and Sun companies set up in the above-mentioned operation have their own division of labor, such as Hangzhou Ruhan supply chain Management Co., Ltd., Hangzhou Ruhan Culture Communication Co., Ltd., Ruhan Hong Kong Co., Ltd., which are mainly the supply chain management services of online celebrities, online celebrity packaging advertising and cross-border e-commerce.
query found that with the backdoor listing of Ruhan e-commerce, in just a few months, the share price of shell company Creary soared from 1.30 yuan to around 100 yuan, and the valuation of the company soared from 6.5 million yuan to 3.3 billion yuan. The great value of Ruhan e-commerce is thus revealed.
people from China Merchants Securities said that online celebrities are no longer simple clothes girls or content producers. Today's online celebrities have become online celebrity operators, and their main ways of realization are still e-commerce, advertising, reward, paid services and offline activities.
strong > more capital is expected to pour in, platform or direction / strong >
with the intervention of capital, various Internet celebrities such as Luo Zhenyu and Papi Jiang are born, attracting all kinds of eyeballs and making a lot of money for the operation team behind them. With the appearance of the profitability and business value of online celebrities, A-share companies are speeding up the economic layout of online celebrities.
the reporter combed and found that since last year, many companies have accelerated the layout of the online celebrity economy, mainly through mergers and acquisitions, equity participation and cooperation relying on the capital market.
in August last year, Hualian shares contributed 160 million yuan to participate in Shanghai Xingpan singing, which mainly invested in Beijing most Amoy Technology Company, and its main operating products were "singing bar" and "singing bar studio".
Guangbo shares layout network celebrity economy is a direct merger and acquisition of Lingyun Media. The latter has a well-known fashion website "Ellie Fashion Network", which has a large number of fashionistas, many of whom are leaders in the fashion industry, who have a large number of fans.
unlike the above two, Youjiu is a direct investment. In July this year, Youjiu Games held stakes in Shanghai Zhong Cherry Culture Media and Beijing durian Entertainment, through the latter two artist brokerage business, creating a series of content production around artists and pan-entertainment live streaming, etc. with their own new game products to achieve resource sharing and complementary advantages.
in addition, Alpha Animation & Culture bought shares in Wuhan Douyu and so on.
of course, there are some companies that develop online celebrity economic projects.
on May 17th this year, Kaiying Network announced the official launch of Chestnut LVB platform, which is positioned as an advanced VR content input platform in China, and will focus on entertainment video, live broadcast and VR live broadcast in the future.
in addition, Huayi Brothers, which has a close relationship with Feng Xiaogang, has a different layout, its announcement said that it will be laid out in the entertainment marketing and fan economy section this year to develop large-scale performances, fan events and derivatives by existing artists and IP.
Kunlun Wanwei not only has something to do with the above-mentioned Ruhan Holdings in the layout of online celebrities, but also invested 68 million yuan in live streaming of "Yingke", which opened "Liu Tao's Entertainment Diary". This is also the first example of one of China's top popular artists opening a live room.
China Merchants Securities Research News points out that in the future, the economic market size of online celebrities will exceed 100 billion. China Merchants Securities said that in front of the huge market, capital is expected to pour into the online celebrity economy.
however, the industry believes that online celebrities are difficult to last, and a single personalized IP will soon face a dilemma, and platform will find a way out.
the reporter noticed that in addition to Wass shares promoting platform construction, Songcheng Performing Arts spent 2.6 billion yuan to acquire six rooms in Beijing, China's largest social video website, and after the School of continuing Education under Zhejiang Communication University commissioned to train new media anchor professionals, it even listed the Internet celebrity Songcheng as one of the three major development plans in the future, and its platform is about to emerge.
Edit: yvette