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让电视机“长眼睛耳朵” 暴风的新故事着急讲给谁听?

2017-05-11 08:52:34   北京晨报

上市后曾连拉32个涨停板的暴风集团,如今的股价确实如此的低迷,迫使暴风创始人冯鑫不得不选择股权质押。暴风发布的公告显示,今年以来,冯鑫已累计进行6次股份质押,其中有5次股份质押行为集中在4月份。截至目前,冯鑫持有暴风集团约5860万股,占总股本的21.18%;冯鑫个人已累计质押股份4006万股,占其持股数的68.36%,占总股本的14.48%。

一边讲生态故事,一边进行股权质押,暴风老板的做法让人自然而然地联想起备受资金煎熬的乐视网(300104)和贾跃亭。但暴风显然不愿意将自己与乐视网相比较。“我们跟乐视不一样。我们不会上来就大做,我们会先派侦察兵去侦察一下,看看我们有没有这个能力和优势。总之首要一点是不能赔钱去做。”冯鑫曾在今年3月份的业绩发布会上对媒体表示。如今的冯鑫,更乐意向今日头条学习,全面拥抱信息流。

无论是成为乐视网,还是成为今日头条,暴风集团都应该明白,股价并不是靠讲故事来拉动的,投资者也不会一味追捧某种模式或概念。但愿在一次次的试错中,拥抱人工智能的暴风集团真能刮起一股暖人的“暴风”。

北京晨报记者 韩元佳

■新闻链接

映客资金及流量双双告急

直播头牌

卖身创业板公司

北京晨报讯(记者 韩元佳)此前曾传得沸沸扬扬的“宣亚合并映客”一事终于被坐实了。创业板公司宣亚国际(300612)于5月9日发布公告称,重大资产重组标的资产为北京蜜莱坞网络科技有限公司(映客),收购其不低于50%的股权。

映客作为草根直播的明星公司,是家用户较活跃的直播平台,旗下有“映客”、“蜜Live”两款移动应用,核心业务集中在映客的研发与运营上。从2015年3月上线到2016年9月,映客一直是资本圈的宠儿,完成了多轮融资,投资方包括多米音乐、赛富基金领、金沙江创投、紫辉创投和昆仑万维。

昆仑万维曾于2016年9月发布公告称,拟出售所持网络直播平台映客3%的股权,售价为2.1亿元。按此测算,截至2016年9月,映客的估值已达70亿元。

宣亚国际是一家登陆创业板时间不足3个月的上市公司,主营业务为整合营销传播服务,具体包括常年顾问服务、项目服务两类,最新市值为72亿元。宣亚国际从上市到停牌,期间只交易了37个交易日,在上市后如此短的时间内就闪电停牌进行重组,足以让很多投资者感到意外。

估值超过70亿元的映客和市值超过70亿元的宣亚走到一起,对映客来说,更像是为求生存的不得已而为之。2016年上半年,直播行业经历了短暂的幸福时光。当时,包括映客、花椒、一直播等超过100家直播平台拿到融资,全民直播成为社会级现象。然而,从去年下半年开始,直播平台市场进入到残酷的淘汰赛阶段。据不完全统计,截至2017年初,包括爱闹直播、网聚直播、趣直播、微播、凸凸TV、ulook要看直播、美瓜直播、猫耳直播等十几个平台已无法登录或宣布关闭。与此同时,针对直播平台的监管也越来越严,今年5月5日,映客就因内容问题再次被下架。

映客“卖身求生”,或许只是多米诺骨牌倒下的开始。面对高昂的带宽成本和线上越来越贵的流量补贴,缺乏资金持续供给和活跃用户的直播平台,已经正式拉开洗牌大幕。

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