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暴风集团是否会被风暴席卷?

2017-08-19 10:12:21   央广网

8月4日,暴风集团发布公告称,董事长冯鑫将所持的暴风集团532.7万股用于质押融资。截至当日,冯鑫已经累计将手中的4921.37万股进行了质押,占其所持股份的69%。

提起暴风,总有人想到暴风2015年,登陆资本市场后创造的股价神话。如今暴风上市不过两年多的时间,这家公司的市值从最高的369.07亿元,跌至2017年7月17日的66.23亿元,累计蒸发了超过300亿元。

2016年初,暴风曾寄希望于通过“全球DT大娱乐布局”,以VR、体育、影业、TV等业务进行“多中心布局”,将暴风影音、暴风魔镜、暴风TV、暴风秀场4大业务变大变强。

2016年,暴风集团亏损超过2亿元,同时,暴风集团的资金问题也日益明显,公司负债率逐年增加、经营活动产生的现金流也变为负数。

2015年12月,登陆创业板不久的暴风集团发布暴风TV品牌,进军互联网电视行业。从今年上半年互联网品牌,呈现出的塌方式下滑可以看到,互联网电视高速增长的时代即将过去,越来越多消费者开始将目光转向传统电视品牌。

除了进军互联网电视市场,暴风集团在VR概念上也投下重注。自2014年9月推出第一代VR产品“暴风魔镜”后,暴风的虚拟现实之路就一发不可收,在短短两年的时间里,暴风魔镜已经完成了5次迭代,期间还推出了VR一体机暴风魔王。2016年1月,暴风魔镜宣布2.3亿元B轮融资,融资完成后,暴风魔镜估值达14.3亿,一度成为国内估值最高的VR公司。

2016年年报中,暴风集团称暴风魔镜,经过2年半时间的发展,累计销量超过200万,在京东的份额为88%,在中国虚拟现实行业处于第一阵营。今年一季报上,暴风集团披露暴风魔镜实现销量约60万台,同比增长229%。暴风魔镜在京东平台品牌销量占比达到90%。

从现实情况来看,暴风魔镜主要聚焦低端市场,技术含量并不高,没有太大的市场竞争力,再加上用户体验不佳,暴风在这场竞赛中虽然领先一个身位,但已被后来者迅速追上。暴风集团年报数据显示,暴风魔镜2015年收入为1.24亿,净利润亏损2273万,净利率为-18%,净利率比乐视的“烧钱大王”致新电子-8%的净利率还低。由于亏损,2015年暴风魔镜被剥离出上市公司。

当年,暴风还先后成立了暴风影业、暴风体育,以图实现影视、体育等娱乐内容的全面覆盖。作为互联网电视业务基础的内容优势缺乏,将影响整个生态的布局。在PC时代向手机移动端迁移过程中,BAT凭借充足的现金流和完善的产业布局,开始迅速抢夺视频平台及资源,优酷土豆、爱奇艺和腾讯视频在巨头的扶持下,逐渐站稳脚跟。对于迟迟未加入版权争夺战的暴风而言,想要获取优质版权就变得更加艰难。

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