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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 14:12:01   中国经济网

猫眼、微影等诸玩家开始以票务平台为基础,向电影产业上下游延伸,比如参与电影的联合投资与发行。

2016年以来,微影形成了一套“产业+资本”的打法,以互联网票务平台格瓦拉和娱票儿为基础,横向从电影票、演出到体育赛事,纵向与每一个行业绑定,向上下游延伸,2015年成立的微影资本为其进行产业链接。依照林宁的计划,下一步微影时代将会分拆旗下业务,各业务线独立融资,微影时代会成为一个大的控股公司。微影旗下体育业务微赛体育进行了分拆。

“这几年,微影通过票务延展到其他行业,微影资本在这些行业渗透很深。票务市场,我觉得也应该像滴滴快的一样,越来越集中,才越有核心竞争力。行业不能再打了,应该通过集中来规范市场,这对双方(猫眼和微影)都是一件好事。”前述接近交易的人士说。

随着O2O业务在百度的边缘化,百度糯米从在线票务四强中退出,阿里系的淘票票并没有休战的迹象。

针对阿里影业的亏损,阿里文化娱乐集团董事长兼CEO俞永福曾回应说,淘票票是典型的连接内容到用户服务平台的形式之一,目前连接内容到用户完成了第一步,中国今天80%以上的用户已经通过票务平台购票,第二步,在加快整个购票平台在淘票票上的内容化和社区化。在这项业务上虽然投入很大,但是成长的速度也很快。他还表示,阿里影业的优势是目前账上的储备资金还是百亿规模,所以想清楚的事情会坚决地做下去,他脑子里没有投入的上限是多少的问题。

林宁曾向《中国企业家》承认,对于微影来说,阿里大文娱是一个很大的挑战。

巨头之争

猫眼与微影背后都站着腾讯。某种程度上,微影与猫眼合并,是腾讯与阿里的较量,是对淘票票的一种抗衡。

目前,腾讯仍是微影最大的机构股东,持股超过15%。腾讯在业务方面也给予了微影很大的支持,比如早期腾讯将QQ票务并入微影,使微影拥有微信钱包“电影票”、QQ钱包“电影演出票”和自有APP三大入口。

猫眼身后也有腾讯的影子。2016年5月,光线取代美团点评成为猫眼大股东,其中光线控股持股38.40%,光线传媒持股19%。美团点评仍持有猫眼32.6%的股份,腾讯是美团点评的大股东。

有意思的是,阿里和猫眼也有牵连。2015年3月,阿里24亿元投资光线传媒,成为其第二大股东。

不过,目前阿里在光线的话语权有限。截至2017年3月31日的数据,阿里仍是光线传媒的第二大股东,持股8.78%,美团点评则是第三大股东,持股6%。光线成为猫眼大股东,光线传媒董事长王长田付出的代价正是光线传媒6%的股份和23.83亿元现金。

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