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出海周刊86期|都不能输,中日车企竞逐泰国市场 / “机器人界OpenAI”来了,两年不到估值破26亿美元
36氪· 2024-03-09 04:03
Core Insights - The article discusses the evolving landscape of overseas business opportunities in 2024, emphasizing the shift from explosive products to niche markets and steady growth [1] Group 1: Market Trends - The "Middle East tech boom" continues, highlighted by the presence of major industry leaders at the LEAP conference in Riyadh [2] - Japanese car manufacturers face challenges in the Thai market, while Chinese automakers are positioned to capitalize on this opportunity [2] - Chinese automotive supply chains are expanding into Mexico to avoid high tariffs in the U.S. [2] Group 2: Industry Developments - Chinese automotive companies must localize production to better meet the demands of the Russian market during winter [3] - The SaaS sector in the U.S. presents high competition and demands for Chinese companies to adapt [3] - Despite a decline in opportunities, Chinese entrepreneurs remain optimistic about the future of real estate in Africa [3] Group 3: Company Performance - SEA Group's performance rebounded significantly, with its three main businesses—Shopee, Garena, and SeaMoney—showing strong revenue growth [4] - Claude 3, a new AI model from Anthropic, demonstrates advanced capabilities but needs to accelerate its commercialization [4] - Figure AI, valued at over $2.6 billion in under two years, is positioned as a potential leader in the robotics sector [4] Group 4: Investment Opportunities - The cross-border payment industry is seeing trends and challenges as LianLian Technology prepares for an IPO in Hong Kong [4] - The U.S. court has issued multiple temporary restraining orders against sellers infringing on SHEIN's rights, indicating ongoing legal challenges in the e-commerce space [4] Group 5: Future Outlook - The trend of overseas expansion in 2024 will focus on niche markets, with e-commerce platforms intensifying competition [5] - The rehabilitation equipment market is projected to exceed 67 billion, driven by global aging trends and competitive dynamics [5] - The innovative drug sector is experiencing a 260% growth in overseas markets, with licensing becoming a key strategy for Chinese pharmaceutical companies [6]
《猎冰》难以狂飙,2024年的开年剧集没有爆款
36氪· 2024-02-28 03:04
从2022年开始,剧集开年一爆成为惯例。 这很大程度取决于当时的环境。由于疫情原因,更多用户选择在家娱乐,剧集成为了家人、朋友相处间最好的娱乐消费品。 优秀的剧集,在多人共同的认可下得以快速传播。 也因为此,2022年与2023年开年的爆款剧大多预示着此后一年剧集受捧的方向与题材。 如2022年《开端》大火,新奇的无限流走入观众视野,此后一年“多元化”与“反套路”成为剧集热播密码,《卿卿日常》与《苍兰诀》打破古装爱情剧与仙侠剧固有模版成就顶流;《人世间》与《风吹半夏》新视角下的年代剧大热;《猎罪图鉴》与《三悦有了新工作》爆冷崛起,作品聚焦特殊职业,前者以“模拟画像师”视角展开侦查,后者则把镜头放在了殡葬行业的日常。 而2023年在《狂飙》之后,则无疑开启了现实主义与犯罪题材的元年,男性观众入场,此后《漫长的季节》、《似火流年》纷至沓来,腾讯视频与优酷纷纷选择以犯罪题材“破题”,推出“X剧场”与“精品先锋短剧”,完成平台的剧场化。 但到了2024年,只有复刻,没有爆剧。 无限流没有《开端》,《猎冰》难以狂飙 1月16日,芒果TV在《开端》播出相似的时间开启了自制悬疑冒险剧《19层》的独家首播。 该剧于2022年 ...
天美如履薄冰研发4年的新作,在腾讯从来没被验证过
36氪· 2024-02-25 05:34
突破。 文/严锦彦&托马斯之颅 接连做成《穿越火线:枪战王者》和《使命召唤手游》后,天美Y1工作室总经理姚远决定稍稍叛逆那么一把——《逆战:未来》就是这次叛逆的产物。 如果你熟悉腾讯的做事风格与流程,你会意识到这款游戏有多不同:它以PvE为主,有一定比重的世界探索,并希望用高概念的设计和成熟的工业化研发管线,对标3A大作的品质,同时以极高的效率和性价比来生产内容。在手游领域,这个方向从来没被验证过。 而在四五年前的腾讯,这一切更是天方夜谭。一向玩法驱动的腾讯更重视长青竞技赛道,PvE这个方向并非公司所长,不确定性又极高。用姚远的话说,就算最后项目成功,它的投产比可能还不如公司做三款竞技型产品,但只成功一款的结果。不难想象,这几年项目如履薄冰般经受了多少次挑战。 而为了实现最开始的愿景,这款游戏的开发难度也堪称地狱模式。它的制作人CP,曾在育碧参与过两代《全境封锁》的研发。但即便是他,光是从在2019年底正式接手《逆战:未来》算起,至今都已经过去了4年多的时间。 去年12月,《逆战:未来》获得了版号,并在今年1月底开启了一轮小范围测试。测试的结果有些出人意料。 一些逆战IP的核心粉丝,被巨大的世界和复杂的 ...
79岁的宗庆后因肺癌进ICU,500亿娃哈哈帝国何去何从?
36氪· 2024-02-23 07:44
2月22日,据澎湃新闻报道,79岁的娃哈哈创始人宗庆后目前正于浙江大学医学院附属邵逸夫医院ICU病房救治。此外,据红星新闻报道,宗庆后春节前就因肺癌病重入住邵逸夫医院,情况一直不太好。 而据腾讯新闻《一线》报道,宗庆后女儿宗馥莉本人于当日傍晚回复称:"我父亲确实因为身体原因在医院治疗,目前情况稳定,谢谢关心。" 宗庆后是浙江杭州人,1945年12月出生。1991年,他成立了娃哈哈食品集团公司。2010年、2012年、2013年,宗庆后四年间三次问鼎《福布斯》富豪排行榜,中国内地富豪榜首富宝座。截至目前,娃哈哈集团并没有上市,但宗庆后家族却以950亿人民币财富位列《2023年·胡润百富榜》第31名。 在宗庆后的带领下,娃哈哈集团穿越了无数周期,成为中国民营企业中的“常青树”。2023年,娃哈哈主营业务营收和利润依然实现了“双增长”。2023年上半年,娃哈哈曾因业绩上涨给全体员工发放千万奖金。2024年初,娃哈哈再次为员工发放6亿年终奖登上热搜。 身体抱恙后,宗庆后或许会退居幕后,但其女宗馥莉能够继续带领娃哈哈再次增长吗? 从校办工厂卖水到食品饮料巨头 1945年,宗庆后出生于杭州。1963年初中毕业后 ...
出版业自救,从下架电子书开始?
36氪· 2024-02-18 23:56
WeChat Reading Platform Overview - WeChat Reading has become a popular e-reading app among urban readers due to its simple interface, extensive e-book library, and affordable unlimited reading cards [1] - The app targets serious and deep reading, differentiating itself from competitors like iReader and Qidian Reading that focus on web novels and comics [1] - Backed by WeChat, the app has attracted a large user base, with over 200 million registered users and 5 million daily active users by the end of 2019 [1] - The platform has partnered with numerous publishers, including People's Posts and Telecommunications Press (5000 books), CITIC Press (3681 books), and People's Literature Publishing House (2238 books) [1] Publisher Concerns and Challenges - Publishers are dissatisfied with the revenue distribution model, as they struggle to profit from e-book sales on the platform [1][6] - Some publishers, like Paris Review, have withdrawn their e-books from WeChat Reading and shifted to single-book sales on other platforms [2][3] - The platform's membership model, which allows unlimited reading for a fixed fee, has led to reduced income for publishers and authors [6][7] - E-books on WeChat Reading are priced significantly lower than physical books, impacting the sales and reprint rates of physical copies [7][8] Revenue Distribution and Financial Impact - Publishers receive a share of membership fees based on the reading time of their books relative to the total reading time on the platform [6] - Some publishers report minimal earnings from e-books, with one translator earning only 4321.14 RMB from WeChat Reading compared to 37236.23 RMB from Amazon [6] - The decline in e-book revenue has been exacerbated by Kindle's exit from the Chinese market, with some publishers seeing a drop of over 80% in e-book income [6][7] Platform Strategy and Future Directions - WeChat Reading has shifted its focus to a membership-based revenue model, moving away from free reading and advertising [4] - The platform is exploring self-publishing, having released 62 e-books and considering IP adaptations for further commercialization [10] - The platform's strategy includes leveraging user data to create popular content and potentially prioritizing its own publications, which could further challenge traditional publishers [10] Industry Trends and Publisher Adaptation - Despite challenges, most publishers continue to offer e-books on WeChat Reading due to the platform's large user base and the growing trend of digital reading [8] - Some publishers are advocating for changes in e-book pricing and revenue models to better align with the interests of content creators [8] - The industry is grappling with the balance between digital and physical book sales, as e-books can both promote and cannibalize physical book sales [7][8]
解码广东制造“含新量”
中金在线· 2024-02-18 08:35
2月18日,龙年新春后首个工作日,广东省委、省政府召开“新春第一会”——全省高质量发展大会。大会将关注高质量发展主题,围绕促进产业和科技互促双强,全面提升科技高水平自立自强能力,不断塑造发展新动能新优势,进一步统一思想认识、凝聚智慧力量、共商发展大计。 广东省实现高质量发展,必须加快打造形成新质生产力,抢占经济、科技发展的制高点。当前,广东省新质生产力发展情况如何? 2024年伊始,广东省省情调查研究中心组成了课题组,开展了“广东省新质生产力发展状况调研”,并形成了《广东新质生产力2023发展调研报告》(以下简称《报告》)。 《报告》认为,广东省新质生产力发展布局早、速度快、总量大、体系相对完整,粤港澳大湾区将成为新质生产力的“加速器”“储能池”。 《广东新质生产力2023发展调研报告》以案例调研和大数据分析相结合的方式,对广东省新质生产力的发展基础、要素、结构、地位及问题等进行了深入研究。 广东新质生产力发展生态链正在形成,相关产业链竞争力明显,重点产业全国领先 近年来,广东通过部署“10+5”新质生产力产业体系(即半导体与集成电路产业、高端装备制造产业等10大战略性新兴产业集群,未来电子信息、未来生命健康 ...
OpenAI创始人就芯片项目寻求美国政府的支持,目标是筹集数十亿美元
36氪· 2024-02-18 08:17
Group 1 - OpenAI CEO Sam Altman is seeking U.S. government support for a large-scale joint venture aimed at boosting global AI chip production [1][2] - The plan has raised concerns among U.S. regulators regarding national security and antitrust issues [1][2] - Altman has met with potential investors and partners from the U.S., Middle East, and Asia, emphasizing the need for Washington's approval to proceed [1][2] Group 2 - Altman aims to raise billions of dollars to significantly enhance the production capacity of advanced computing chips [1][2] - Major chip manufacturers like TSMC, Intel, and Samsung are potential partners for this initiative [1][2] - The project may face scrutiny from the U.S. Treasury and could conflict with the Commerce Department's policies on chip exports to the Middle East [2][3] Group 3 - The Biden administration has intensified scrutiny of interlocking directorates, which could impact Altman's plans if the new company competes directly with OpenAI [3] - Altman is considering incorporating green energy into the project, which may increase costs and complexity [2][3] - The initiative could pose new challenges for the U.S. Commerce Department, especially in light of the $100 billion semiconductor subsidies from the 2022 CHIPS Act [2][3]
都2024年了,腾讯怎么做了个“小小元宇宙”?
雷峰网· 2024-02-18 05:34
导语:“人们往往把《元梦之星》只看做一个派对游戏——这么想,格局还是小了。” 引语: 2024年了,元宇宙还是一个好赛道吗? 探索2年后,也遭遇了不少质疑,元宇宙的探索似乎也碰到了瓶颈,不少公司难以为继,转而去做 To B,依靠给企业做“数字会场”维持生计; 也有不少人直接偃旗息鼓,把注意力转向了新的风口,再不碰元宇宙这一摊。 而到了2024年,《元梦之星》的小小元宇宙,却标志着腾讯在元宇宙新形式上的探索。 一、绝不止是一款游戏 短短2个月前,派对游戏成为了游戏赛道上竞争最猛烈的品类。而腾讯的《元梦之星》,则正处于这场风暴的中心。 令人震惊的,是《元梦之星》内置了腾讯视频、QQ音乐等内部跨部门的产品,让玩家能在游戏中如在现实世界中一样,体验腾讯全娱乐矩阵的产品,堪称“复仇者联盟”级别的大统合。 而实际上,腾讯的眼光,却似乎并未过多在这场激战上停留——恰恰相反,《元梦之星》的S级投入,是腾讯计划之中,在元宇宙赛道上的再一次冲锋。 腾讯并不把《元梦之星》只看做一款派对游戏,毕竟对于这个品类的诸多批评,对一家深耕多年的游戏大厂来说并不是什么秘密。 而在主创团队的公开信中,他们表示:早在立项之初,他们就把《元梦》定 ...
微信又更新了!这一功能下线
成都发布· 2024-02-14 04:09
转自:成都发布 不知道大家有没有发现 微信的“摇一摇”功能消失了 变成了“听一听”? 在微信最新的 8.0.47 版本中 “摇一摇”功能不见踪影 取而代之的 是近期上线的“听一听”功能 打开发现页设置 也无法再添加“摇一摇”功能 此前有网友咨询腾讯客服 “没有摇一摇” 客服回应称 “摇人功能目前已下线” 经查询发现 微信海外版 “WeChat”8.0.47版本中 “摇一摇”功能依然可用 资料显示,微信在2012年9月份推出的4.3版本中首次加入了“摇一摇”功能,至2024年已经有11年以上历史,这个功能允许用户通过摇动手机,随机找到附近或者全国的其他用户,进行社交互动。它也可以用来传输图片或参与一些活动。 微信“摇一摇”功能上线之初受到用户欢迎,在2015年春节期间,微信推出了摇一摇红包的活动,吸引了大量用户参与,据称创造了8.1亿次的摇动记录,不过后来相关功能便淡出了人们的视野。 而最近微信新增的“听一听”功能 除了保留此前“摇一摇”中的 听歌识曲功能外 还新增了“现场音乐”“乐迷圈” 以及个人设置等等 用户可以通过 “收看15秒广告免费听歌30分钟” 网友评论 👇 你还记得上次使用“ ...
长视频的下一场战役:会员精细化
投资界· 2024-02-06 08:38
Core View - The core focus of video streaming platforms in 2024 is on enhancing member services and providing more value to retain users, as highlighted by Netflix's co-CEO Greg Peters and similar strategies from Disney, Tencent Video, iQiyi, and Mango TV [1] - The industry is shifting from content-driven growth to member retention through精细化 (refined) services, as platforms like Netflix, iQiyi, and Mango TV report significant growth in membership revenue [2] Membership Refinement Strategies Content Rights Refinement - Platforms are offering more granular content rights, such as pay-per-view for specific movies or categories, as seen with Universal's "Trolls World Tour" and Disney's "Mulan" on Disney+ [2] - Domestic platforms are also adopting similar models, particularly for theatrical releases and original web movies [2] Experience Refinement - Platforms are focusing on improving user experience through better content recommendations, immersive viewing experiences, and higher-quality video standards like 4K, HDR10, and Dolby Vision [5] - Netflix's "53-second golden rule" emphasizes the importance of quick engagement, with cover design and content layout playing a crucial role in user retention [5] Fan Engagement Refinement - Platforms are enhancing fan engagement through social media interactions, collaborations with influencers, and offline experiences like Netflix's planned "Netflix House" in 2025 [8] - Disney's D23 events and exclusive merchandise for fans are examples of how platforms are creating deeper connections with their most loyal users [8] Membership Bundling and Packages - Disney has successfully bundled its streaming services (Disney+, ESPN+, Hulu) to offer a comprehensive content package, which helped Disney+ reach 50 million subscribers within six months [3] - Domestic platforms are also exploring联合会员 (joint membership) models, combining video VIP with sports, anime, or music VIP services [3] Membership Revenue Growth - Membership revenue has become a critical driver of profitability, with iQiyi's Q3 report showing membership revenue three times higher than advertising revenue [2] - Mango TV also reported double-digit growth in membership revenue for Q4 and the full year [2] Industry Trends - The video streaming industry is moving towards a more sustainable and high-quality development phase, with platforms focusing on精细化 (refined) member services rather than relying on low-price promotions [2] - The trend of会员精细化 (refined membership services) is expected to continue, with platforms offering more diverse choices and attractive benefits to retain users [2]