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暴风冯鑫:不会成为第二个乐视

2017-09-08 07:22:14   中国经济网

乐视的债务危机意料之外地殃及到了同样是以视频业务起家的暴风集团(以下简称“暴风”)。面对外界的疑虑,暴风CEO冯鑫和公司新任CFO姜浩在接受《经济参考报》独家采访时表示,尽管在业务和追求多元化经营上和乐视有部分类似,但暴风的公司战略和经营策略和乐视都完全不同,目前公司传统的视频业务保持着稳定的增长,VR和TV业务也在向好的方向发展。因此,暴风不会成为第二个乐视。

面对外界“暴风是否会成为第二个乐视”的疑问,冯鑫表示有些无奈。他坦言,随着A股市场环境的变化,外界对乐视的讨论确实在某些方面给暴风带来了困扰。但暴风本身的发展战略和经营策略从上市后,并未出现大的调整。“不管是VR还是TV,这些业务都在按照暴风既定的节奏在推进。”

冯鑫说自己并不喜欢评价其他公司,但暴风却和乐视有着明显的不同。他介绍,首先暴风上市后进军的新业务非常有限,主要集中在VR和TV领域,尽管也涉足金融和体育业务,但规模都十分有限,并且主要都是为了配合暴风现有业务的发展。冯鑫举例:“暴风体育目前的只是一个几十人的小团队,主要也是为了满足视频和TV业务的需要。因此,也没有在版权、流量等方面进行大规模的投入。”

“暴风的融资规模很小,上市后融了不到16亿元,而且主要是股权融资。”冯鑫认为,较小规模的融资确保了公司的财务安全。姜浩还告诉《经济参考报》,暴风系公司所有负债加起来,减掉库存、营收后,整体负债规模约2.6亿元,而暴风一年有30多亿元流水,一个季度8亿元到10亿元流水,完全有能力覆盖负债压力。

冯鑫说不管外界舆论如何,暴风都会按照自己的步调去走,“暴风的视频业务一直是盈利的,而且每年都在增长。现在的重点肯定是放在TV和VR上。”冯鑫介绍,暴风上市后开始从零到一建立TV和VR业务,需要打通整个供应链,这个过程无论是对产业的整合,还是对供应链的议价能力,都是起步阶段,而且投入也不小。但经过了这两年的发展,TV和VR业务都已开始进入“入轨期”,不但产品销量节节攀升,产品的获客成本也在快速下降。“另外,TV和VR的ARPU(ARPU-AverageRevenuePerUser,每用户平均收入)也显著增长,这说明TV和VR的变现能力正在增强,也意味着暴风各业务间正在形成协同效应。”冯鑫进一步补充。

冯鑫坦言,目前暴风在TV业务上投入了很多,这也给公司业绩带来了一定的压力。但数据显示,TV以及VR业务的表现一季比一季好。“2017年4月,暴风TV完成价格调整,利润发生较大的变化。暴风TV在上调价格后还能保持较好的销售增长,这让我们对于下半年业绩更有信心。今年上半年暴风TV销售量为35万台,销量同比增长97%。由于电视的销售主要发生在年底,所以我们认为200万台的年销售量问题不大。”冯鑫补充。

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