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微影猫眼要合并了?他们背后站着腾讯,对手是阿里

2017-08-22 13:15:53   中国经济网

来源:中国企业家

原标题:这个行业的老大老二要合并了?他们背后都站着腾讯,他们的对手都是阿里

文/郭朝飞 编辑|马吉英

微影时代将与猫眼电影合并?

微影时代CEO林宁对于《中国企业家》的回复依然是假消息。对于微影时代将进行大规模裁员的传闻,其官方回应是 “正常的减员增效,规模有200多人”。

几方信源向《中国企业家》确认,双方确实要有一些资本动作,最终的方案还没有定下来,有一些业务肯定是要合并在一起的。

据《财经》杂志报道,初步谈判结果为,微影时代票务业务与部分赚钱的资产将与猫眼电影合并,完成后猫眼电影将主导合并后的新公司,猫眼电影CEO郑志昊出任新公司CEO。

一位接近该交易的人士告诉《中国企业家》,“目前来看,双方最有可能的是票务业务层面的合并,内容业务属于创意型产业,什么时候都有机会,资产也不好评估。未来双方还会有更多的战略合作,不是说就是直接卖了,微影以后本身的内容业务,还会依托于这个大平台去发展。”

几方信源证实,目前还在谈判,不少细节尚未确定。

老二很危险

滴滴快的、58赶集、携程去哪儿等合并案告诉我们,在互联网领域的细分行业,不仅没有第三名,老二也很危险。截至目前,在线票务市场还是“三国杀”的格局,主要玩家包括猫眼、微影(娱票儿+格瓦拉)和淘票票。

比达咨询(BigData-Research)《2017年第一季度中国在线电影票市场研究报告》显示,2017年第一季度中国电影票出票额市场份额中,猫眼以22.96%的市场份额居第一,微影19.77%列第二,淘票票15.79%排第三,百度糯米只有8.51%的市场份额,排在第四。

曾经,在线票务也是一个烧钱拼杀的市场。

2014年5月,尚在腾讯的林宁给马化腾写了一封邮件,建议将微影从腾讯拆分,在外部独立融资。进展比林宁预想的顺利,马化腾和刘炽平都同意,微影也拿到融资。

当时,猫眼尚在美团旗下,占据着30%以上的市场份额。林宁给团队只定下一个KPI:签约价格可以更高,影院覆盖数量要超过猫眼。2014年底,淘票票的前身淘宝电影上线。彼时,百度糯米还是一个重要的玩家。有BAT和美团的地方,大战在所难免,在线票务市场开始了补贴大战,一度优惠至9.9元的电影票很常见。直到2016年,伴随着中国内地电影总票房的高开低走,在线票务市场才逐渐回归理性,补贴力度减小。

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