Chapter 4
第 4 章
Blilbi Business model analysis
Blilbi 商业模式分析
4.1Blilbi Introduction
4.1Blilbi简介
Blilbi (Also known as bilibili or "B station"), is now the largest cultural community and video platform in mainland China where the young generation focusing on secondary video and secondary video original video sharing. Xu founded Mikufans in 2009 and renamed it Blilbi in 2010, nicknamed "Station B" by fans.
Blilbi(又称哔哩哔哩或“B站”)是目前中国大陆最大的文化社区和视频平台,年轻一代专注于二次视频和二次视频原创视频分享。徐旭于2009年创立了Mikufans,并于2010年更名为Blilbi,被粉丝们昵称为“Station B”。
Blilbi For the original intention of creating more high-quality bullet screen video websites, we established a unique membership registration system, which flexibly screened out some low-quality users. At the same time, Blilbi values the stability of the server during its operation, and increases the investment in the server to prevent the loss of users caused by the server. With user friendliness and stability of the website, Blilbi has attracted a large number of users and UP owners, and has gradually become the largest video sharing video website in China.
Blilbi 为了打造更多优质弹幕视频网站的初衷,我们建立了独特的会员注册系统,灵活筛选出一些低质量的用户。同时,Blilbi重视服务器在运行过程中的稳定性,加大对服务器的投入,防止服务器造成的用户流失。凭借网站的用户友好性和稳定性,Blilbi吸引了大量用户和UP用户,并逐渐成为中国最大的视频分享视频网站。
Blilbi Has two major characteristics. One is that in the process of watching videos, user comments are played on the screen in various forms like mobile subtitles, which is called "bullet screen" by two-dimensional users. Different from traditional video websites, Blilbi's bullet screen is played simultaneously with the video. When watching the video, users can choose to send the bullet screen at any point in time, which can be seen by all those who watch the video. The bullet screen brings is a new experience for users. Although it seems to be just a space for comments, in fact, everyone who has experienced the bullet screen knows the great energy it plays. Because of the existence of the bullet screen, users can still find like-minded friends in the bullet screen when they watch videos alone or with friends who have no common interests, which is a unique experience that transcends time and space. It makes the connection between users more close, forming a real community, and is a powerful booster for the development of the secondary element. The second is user-produced content, which is often known as UGC. There is no denying that most of Blilbi's loyal customers exist because of this part of user-made content. Because no matter who, can become a UP master, this is the other traditional video sites can not do, but Blilbi can. As long as they are members of Blilbi, they can upload their own videos on the platform, or make clips of film and television works, or explain the game, and they will be recognized by other users. At the same time, in addition to participating in video creation, users can also comment or ridicule the video, which also makes Blilbi the birthplace of many Internet hot words, such as DUANG, AWSL, of course, choose to forgive her, tears, famous scenes and so on.
Blilbi 有两个主要特征。一是在观看视频的过程中,用户评论以手机字幕等多种形式在屏幕上播放,被二维用户称为“弹幕”。与传统的视频网站不同,Blilbi的弹幕是与视频同时播放的。观看视频时,用户可以选择在任何时间点发送弹幕,所有观看视频的人都可以看到。弹幕为用户带来的是全新的体验。虽然看似只是一个评论的空间,但其实每个经历过弹幕的人都知道它所发挥的巨大能量。因为弹幕的存在,用户在单独观看视频或与没有共同兴趣的朋友一起观看视频时,仍然可以在弹幕中找到志同道合的朋友,这是一种超越时空的独特体验。它使用户之间的联系更加紧密,形成一个真正的社区,是次要元素发展的强大助推器。第二种是用户制作的内容,通常称为UGC。不可否认,Blilbi 的大多数忠实客户都是因为用户制作的这部分内容而存在的。因为不管是谁,都能成为UP高手,这是其他传统视频网站做不到的,但Blilbi可以。只要是Blilbi的会员,就可以在平台上上传自己的视频,或者制作影视作品的片段,或者解说游戏,都会被其他用户认可。 同时,用户除了参与视频创作,还可以对视频进行评论或调侃,这也让Blilbi成为许多网络热词的发源地,比如DUANG、AWSL,当然选择原谅她、眼泪、名场面等等。
4.2Blilbi Development process and community change
4.2Blilbi 开发过程和社区变化
Through the information collected by the network, the Blilbi since the establishment of the event into the figure timeline, to clearly see the development of this community enterprise.
通过网络收集到的信息,将Blilbi自活动成立以来的图时间线,清晰地看到这个社区企业的发展历程。
Blilbi The development is gradually developed from the "secondary element" vertical community to the mainstream "Generation Z" gathering area, and its development history is from the vertical Japanese ACG content to the pan-secondary element "subculture" expansion.
Blilbi的发展是从“次级元素”垂直社区逐步发展到主流的“Z世代”聚集区,其发展历史是从垂直的日本ACG内容向泛次级元素“亚文化”的扩展。
1. Initial stage: from 2009- -2013
1、起步阶段:2009-2013年
In 2009, when Blilbi was first founded, its target users were the core users of the second dimension and some permanent residents of the Internet, who were always influenced by Japanese anime. In order to improve the user traffic, activity and enhance the community atmosphere, Blilbi held a series of two-dimensional activities, such as New Year greetings, BDF (Bilibili Dancing Festival), BML (Bilibili Macro Link) and cute war (animation popularity tipping). Through these events, Blilbi has expanded its reputation, improved its influence on secondary users, and surpassed AcFun to become the leader of China's secondary culture. Among them, "New Year greetings" has always had an irreplaceable position in the hearts of users. Since its inception in 2010, it has become the most anticipated party for two yuan lovers. This year, the Blilbi "New Year Festival" party has been watched more than 71 million times, and the number of bullet screens sent by users is more than 1.389 million. The high number of views and the amazing number of bullet screens show the influence of Blilbi in the secondary users.
2009年,Blilbi刚成立时,其目标用户是二次元的核心用户和一些互联网的永久居民,他们总是受到日本动漫的影响。为了提升用户流量、活跃度,提升社区氛围,Blilbi举办了一系列二次元活动,如新年问候、BDF(哔哩哔哩舞蹈节)、BML(哔哩哔哩宏链接)、萌萌大战(动画人气打赏)。通过这些活动,Blilbi扩大了知名度,提高了对二级用户的影响力,并超越了AcFun,成为中国二级文化的领导者。其中,“新年问候”在用户心中一直有着不可替代的地位。自2010年创办以来,已成为两元恋人最期待的派对。今年,Blilbi“新年晚会”的观看次数已超过7100万次,用户发送的弹幕数量超过138.9万。大量的浏览量和惊人的弹幕数量显示了 Blilbi 在二级用户中的影响力。

Figure 4.1 Blilbi 2020 Happy New Year offering poster
图41Blilbi 2020新年快乐献祭海报
Figure 4.2 Blilbi 2020 New Year festival interactive scene
图42 Blilbi 2020年新年节日互动场景
2. Interim stage: from 2014- -2016
2. 过渡阶段:2014-2016年
As can be seen from the trend of Baidu index in Figure 4.2, the Baidu search index of Blilbi has increased by a leap forward, which is the period of rapid development of Blilbi, and also the expansion period for Blilbi to develop to a broader secondary dimension content through specialized ACG content. In 2013, Blilbi made a series of adjustments to the content of the website, for example, the original overall ranking and the partition ranking, which can not only increase the content partition and enlarge the user audience, but also let more secondary veteran users into the new large community. Therefore, young people continue to pay attention to and be attracted by this two-dimensional community. They find their charm in the community, combat their own talent, bring glory to themselves and also expand the popularity of the website.
从图4.2中百度指数的走势可以看出,Blilbi的百度搜索指数出现了飞跃式增长,这是Blilbi快速发展的时期,也是Blilbi通过专业化的ACG内容向更广阔的次元内容发展的扩展期。2013年,Blilbi对网站内容进行了一系列调整,比如原有的整体排名和分区排名,不仅可以增加内容分区,扩大用户受众,还可以让更多的二级老用户进入新的大社区。因此,年轻人不断关注并被这个二维社区所吸引。他们在社区中找到了自己的魅力,与自己的才华作斗争,为自己带来荣耀,也扩大了网站的知名度。

Figure 4.3 Blilbi Content partitioning
图 43Blilbi 内容分区
3. Current stage: 2017- -present
3. 现阶段:2017年至今
During this period, Blilbi further expanded its business and explored more possible ways for its future development. Among them, Blilbi has increased the support for Chinese comics, vertically grasped the development trend of the second dimension, and tried to dig the treasure of the second dimension, and built Blilbi into "a new generation of Chinese second dimension entertainment community".
在此期间,Blilbi进一步拓展业务,探索未来发展的更多可能途径。其中,Blilbi加大了对华语漫画的支持力度,纵向把握了二次元的发展趋势,并尝试挖掘二次元的宝藏,将Blilbi打造成“新一代华语二次元娱乐社区”。
In March 2017, Blilbi established the "National Innovation" zone, which is specialized in providing domestic original works. The purpose of the domestic original animation section is to spread and build a domestic animation environment. With the support of domestic animation in 2017, which not only reflects the weight of domestic animation in the hearts of users, but also reflects the Blilbi in the heart of domestic animation production. At the same time, taking advantage of the loopholes in the capital and operation of A station, Blilbi rights developed and become the most trusted website of China's secondary users. At the same time, with the advantage of the capital pull, Blilbi continuously expands its land, steadily contacts the cooperation with related enterprises, and further stabilizes Blilbi's leading position. According to the data, Blilbi has strategically invested in more than 50 upstream and downstream companies in the two-dimensional industry to further expand its industrial chain and improve its risk resistance.
2017年3月,Blilbi成立“国家创新”专区,专门提供国产原创作品。国产原创动画版块的宗旨是传播和搭建国产动漫环境。2017年在国产动画的支持下,不仅体现了国产动漫在用户心中的分量,也体现了国产动漫制作心中的Blilbi。同时,利用A站的资本和运营漏洞,Blilbi权利发展成为中国二级用户最信赖的网站。同时,凭借资金拉动的优势,布利尔比不断扩大用地,稳步接触相关企业的合作,进一步稳固了布利尔比的领先地位。数据显示,Blilbi已战略投资了50多家二次元产业的上下游企业,进一步拓展产业链,提高抗风险能力。
4.3Blilbi Business model element canvas model and analysis
4.3Blilbi 商业模式元素画布模型及分析
Source: The author draws it
来源:作者画的
Figure 4.4 Figure 0.5 Blilbi Business model Canvas model
图 44图 05 Blilbi 商业模式 Canvas 模型
4.3.1 The Product or Service Interface.Blilbi The value proposition is to create a two-dimensional community, in which UP owners provide users with original videos, and the platform provides high-quality video content and convenient game entry.Blilbi The customer base is the generation born in 1990-2000, and Blilbi wants to create a cultural platform for the new generation of China and animation lovers to gather.
4.3.1 产品或服务界面Blilbi的价值主张是创建一个二维社区,UP所有者在其中为用户提供原创视频,平台提供高质量的视频内容和便捷的游戏入口。Blilbi 的客户群是 1990-2000 年出生的一代,Blilbi 希望为新一代中国和动漫爱好者打造一个文化平台。
4.3.2 Asset Management Interface.Blilbi The core resources are mainly composed of PUGV (abbreviation of Professional User Generated Video, meaning content made by professional users, namely the original video of UP master), barrage secondary culture, OGV (abbreviation of Occupationally Generated Video, meaning content produced by professional institutions).
4.3.2 资产管理界面Blilbi 核心资源主要由PUGV(专业用户生成视频的缩写,指专业用户制作的内容,即UP大师的原创视频)、弹幕二级文化、OGV(职业生成视频的缩写,专业机构制作的内容)组成。
In the PUGV section, UP owners will create all kinds of videos originally or twice according to their interests or specialties. Users who watch videos will cast coins or pay attention to the creation. At the same time, the love from fans and the incentive of the platform creation incentive system constantly encourage UP owners to create high-quality content. In 2019, PUGV has always been the lead in the number of Blilbi broadcasts, and related indicators, such as monthly active UP main and monthly contributions, are also rising.
在PUGV部分,UP所有者将根据自己的兴趣或专长首次或两次创建各种视频。观看视频的用户会投掷硬币或关注创作。同时,粉丝的喜爱和平台创作激励体系的激励,不断鼓励UP主者创作高质量的内容。2019年,PUGV在Blilbi广播数量上一直处于领先地位,月活跃UP主线和月度贡献等相关指标也在上升。
The two-dimensional culture is a major feature of Blilbi, and its own uniqueness lies in the viewing experience of food. Different from the previous quiet video watching alone, the addition of bullet screen makes the film viewing no longer lonely. It can transcend the limitation of time and space to the eyes of the viewer, and cleverly build a bridge of communication between users and users. Users can interact with each other in real time, and cultural communities can be formed. While OGV mainly produces commercial video works, and its content classification is more detailed. The content ecosystem layout of UP main + OGV has become an extremely important hand in Blilbi's hands, which can bring more user traffic and enable users to rely on Blilbi, an interesting platform.
二次元文化是Blilbi的一大特色,其自身的独特性在于对食物的观赏体验。与以往单靠安静视频观看不同,弹幕的加入让观影不再寂寞。它可以超越时间和空间对观众眼睛的限制,巧妙地搭建用户与用户之间的沟通桥梁。用户可以实时互动,形成文化社区。而OGV主要制作商业视频作品,其内容分类更为详细。UP main + OGV的内容生态布局,成为Blilbi手中极其重要的一手牌,可以带来更多的用户流量,让用户能够依赖Blilbi这个有趣的平台。
Blilbi Key businesses include high-quality video content operation, game combined transportation, and live streaming. At present, Blilbi has 24 content zones, such as documentary, cartoon, column, classroom, digital, VLOG, etc. Life, entertainment, games and animation are the zones where users pay the most attention and have the largest number of video creation. At the same time, Blilbi also opens other sections, such as game center and member purchase, for users to improve the service quality of the platform.
Blilbi 主要业务包括高质量视频内容运营、游戏组合运输和直播。目前,Blilbi拥有24个内容专区,如纪录片、卡通、专栏、课堂、数字、VLOG等。生活、娱乐、游戏和动画是用户关注度最高、视频创作数量最多的领域。同时,Blilbi还开放了游戏中心、会员购买等其他版块,供用户提升平台的服务质量。
Blilbi The main business is mainly composed of mobile games, live streaming, value-added services and advertising. Generally, video sites should mainly through advertising to obtain income, such as Tencent video is such an example. However, Blilbi because of its own development characteristics, these two parts account for a small proportion, but mobile games have become the main part. While other businesses have grown rapidly this year and the share of mobile games has declined slightly, mobile games still accounted for 43.4% of the main revenue in the fourth quarter of 2022.
Blilbi 主营业务主要由手游、直播、增值服务和广告组成。一般来说,视频网站应该主要通过广告来获取收入,比如腾讯视频就是这样的例子。不过,Blilbi因为自身的发展特点,这两部分占比很小,但手游却成了主要部分。虽然今年其他业务增长较快,手游份额略有下降,但手游仍占2022年第四季度主营收入的43.4%。
Due of the high percentage of mobile games in the main revenue, Blilbi's annual compound main revenue growth is as high as 74%. Therefore, now the Blilbi is like a candy, the video website is more like the Blilbi wrapping paper, and the actual game operation is the real candy inside.
由于手机游戏在主营收入中所占比例较高,Blilbi的年度复合主营收增长高达74%。所以,现在的Blilbi就像是一颗糖果,视频网站更像是Blilbi的包装纸,而实际的游戏操作才是里面真正的糖果。
Figure 4.6 Quarterly main revenue and monthly active users
图46 季度主营收及月活跃用户
Figure 4.8 and 4.9 are related to Blilbi mobile game business. The most closely connected with the mobile game business is game live broadcast. Because of the popularity of mobile game, game live broadcast has become a relatively popular kind of video. In addition, with the help of modern technology, users can accurately analyze their preferences and behaviors in use, so as to use targeted recommended videos in users. At the same time, mobile players can enter the world of Blilbi through the game live broadcast.
图 4.8 和 4.9 与 Blilbi 手游业务相关。与手机游戏业务联系最紧密的是游戏直播。由于手机游戏的普及,游戏直播已经成为一种比较流行的视频类型。此外,借助现代技术,用户可以准确分析自己在使用中的偏好和行为,从而在用户中使用有针对性的推荐视频。同时,手机玩家可以通过游戏直播进入Blilbi的世界。
Blilbi The development of the game industry is becoming more and more perfect, including 1 independent research and development, 20 exclusive agent mobile games and 750 jointly operated mobile games. Currently, half of Blilbi's revenue comes from mobile game destiny: Designated and Blue routes. At the same time, the game live is also like a Popeye eating spinach, endless power. The first pot of spinach is the Chinese exclusive broadcast right of the League of Legends S series in October 2019, which is a key decision to give Blilbi traffic and revenue. The second pot of spinach was a collaboration with the original betyu, von Timo, and with the popularity of its own popularity, Blilbi further expanded the user base. Two cans of spinach, the Popeye won strength and applause.
Blilbi 游戏行业的发展日趋完善,包括自主研发1款、独家代理手游20款、联营手游750款。目前,Blilbi的一半收入来自手机游戏《命运:指定》和《蓝色路线》。同时,游戏现场也像大力水手吃菠菜一样,力量无穷。第一锅菠菜是2019年10月《英雄联盟S》系列的中国独家转播权,这是给Blilbi带来流量和收入的关键决定。第二锅菠菜是与原来的betyu von Timo合作的,随着自身人气的普及,Blilbi进一步扩大了用户群。两罐菠菜,大力水手赢得了力量和掌声。

Figure 4.7 The mobile game industry of Blilbi
图47 Blilbi的手机游戏产业
Figure 4.8 Blilbi, Strong growth in the mobile game business
图 48 Blilbi,移动游戏业务强劲增长
At present, Blilbi's advertising business consists of two forms, mainly including brand advertising on the screen and information flow advertising in video recommendation. Unlike other websites, Blilbi does not have patch advertising before video.
目前,Blilbi的广告业务由两种形式组成,主要包括屏幕上的品牌广告和视频推荐中的信息流广告。与其他网站不同,Blilbi 在视频之前没有补丁广告。
Figure 4.9 View of Blilbi's advertising business
图 49 Blilbi 广告业务视图
Although the live broadcasting business is an emerging business, because the nature of live broadcasting is based on the community, the anchors and users are closely connected through the interaction of gifts or refresh. As a part of value-added services, "big members" are different from ordinary members in video playback and viewing, which is also a major feature of members.
虽然直播业务是新兴业务,但由于直播的本质是以社区为基础,主播和用户通过礼物或刷新等互动紧密相连。作为增值服务的一部分,“大会员”在视频播放和观看方面与普通会员不同,这也是会员的一大特点。
Figure 4.10 Membership and value-added services of Blilbi
图410 Blilbi的会员和增值服务
In 2017, "Member Buy" was officially launched on Blilbi, mainly selling tickets for animation peripheral, handmade and comic-Con performances, etc. The convenience of this service has been highly praised by users.
2017年,“会员购买”在Blilbi正式上线,主要销售动画周边、手工制作和漫画展表演等门票。这项服务的便利性得到了用户的高度评价。
Blilbi Important partners include game production companies, e-commerce companies, copyright owners, etc. These partners are closely related to Blilbi's day-to-day operations, and errors on either side will lead to operational failure. The main forms of Blilbi cooperation include advertising cooperation, business cooperation, live streaming cooperation, game cooperation, media contact, video promotion and comic-Con ticketing cooperation. Among these specific forms of cooperation, Japanese virtual anchor firm hololive and von Timmer are more represented. The cooperation with these two anchors represents the development trend of Blilbi. When live broadcasting is relatively popular, the cooperation with live broadcasting has built a close connection between Blilbi and the new generation of young people.
Blilbi 重要的合作伙伴包括游戏制作公司、电子商务公司、版权所有者等。这些合作伙伴与Blilbi的日常运营密切相关,任何一方的错误都会导致运营失败。Blilbi合作的主要形式包括广告合作、商务合作、直播合作、游戏合作、媒体联系、视频推广和动漫展票务合作。在这些具体的合作形式中,日本虚拟主播公司hololive和von Timmer的代表性较强。与这两款主播的合作,代表了Blilbi的发展趋势。在直播比较流行的时候,与直播的合作,让Blilbi和新一代年轻人建立了紧密的联系。
4.3.3 Customer Interface
4.3.3 客户界面
1. Customer segmentation
1. 客户细分
At present, Blilbi has more than 7.9 million paying users, with 63 percent with male users, 62 percent under the age of 24, and 65.8 percent with monthly income of 5,000 or less.Blilbi The new generation born in 1990-2000 is defined as Generation Z, the group that pursues fashionable, young and dynamic cultural content. With the growth of Gen Z, they begin to enter the workplace, and their consumption level gradually increases. In addition, they have a relatively deep affection for Blilbi, which can bring high benefits to Blilbi in the future.
目前,Blilbi拥有超过790万付费用户,其中63%为男性用户,62%为24岁以下用户,65.8%为月收入在5000以下。Blilbi 1990-2000 年出生的新生代被定义为 Z 世代,即追求时尚、年轻和充满活力的文化内容的群体。随着Z世代的成长,他们开始进入职场,消费水平逐渐提高。此外,他们对Blilbi有着比较深厚的感情,这可以在未来为Blilbi带来很高的利益。
2. Channel channels
2. 渠道渠道
At the beginning of Blilbi establishment, it was spread through the sharing of secondary content, but with the development of technology, the channels of Blilbi were also expanded.Blilbi At present, there are not only web pages and mobile clients, but also QQ links, wechat small programs, public accounts, weibo links and other forms, which provide great convenience for users to share and forward videos.
在Blilbi成立之初,它是通过共享次要内容来传播的,但随着技术的发展,Blilbi的渠道也得到了扩展。Blilbi目前不仅有网页和移动客户端,还有QQ链接、微信小程序、公众号、微博链接等形式,为用户分享转发视频提供了极大的便利。
3. Customer relationship
3. 客户关系
Blilbi Create a cultural community for users, where UP owners can share self-made videos with platform users, users can watch all kinds of videos, and Blilbi mainly plays the role of a bridge. The customer relationship of Blilbi is summarized into the following five points:
Blilbi 为用户打造文化社区,UP主主可以在这里与平台用户分享自制视频,用户可以观看各类视频,Blilbi主要扮演桥梁的角色。Blilbi的客户关系总结为以下五点:
(1) Clear target users: Blilbi users are mainly generation Z fans, and the relevant content on the Blilbi platform is also customized for these users.
(1)目标用户明确:Blilbi用户以Z世代粉丝为主,Blilbi平台上的相关内容也是为这些用户定制的。
(2) Timely handling of user questions: Blilbi has all-weather customer service staff, and also has intelligent customer service as an assistant to provide suggestions on users' problems.Blilbi But also through the questionnaire and separate communication form to obtain customer satisfaction, in the process of users, depending on the user usage to improve the user level, give B coins or coins,
(2)及时处理用户问题:Blilbi拥有全天候客服人员,并有智能客服作为助手,对用户的问题提出建议。Blilbi同时也通过问卷调查和单独的沟通形式来获得客户满意度,在用户的过程中,根据用户的使用情况提高用户水平,给予B币或币,
(3) Accurately grasp customer needs: Blilbi In daily operation, through users' preference for videos in the platform, constantly find the potential needs of users, and take practical actions to meet users.Blilbi Put the user experience in the first place, and gain user loyalty and satisfaction with high-quality video works.
(3)准确把握客户需求:Blilbi在日常运营中,通过用户对平台内视频的偏好,不断发现用户的潜在需求,并采取实际行动来满足用户需求。Blilbi把用户体验放在首位,用高质量的视频作品获得用户的忠诚度和满意度。
(4) The premium meeting has services: Blilbi big members is similar to other video platforms, and large members have the right to watch more high-definition picture quality, exclusive member content, and can also receive benefits from the platform.
(4)付费会有服务:Blilbi大会员与其他视频平台类似,大会员有权观看更多高清画质、会员专属内容,还可以从平台获得福利。
(5) Strict threshold for user membership: Blilbi Different from other video websites, Blilbi is just a member that can not be solved with money, and must pass the membership examination set by Blilbi. There are 100 questions in the exam, covering all aspects. Only those who can pass the exam can become full members of Blilbi. However, this is not once and for all. If improper remarks are made during the use of the platform, you will face the risk of being locked up in a "small black room" or permanently banned.
(5)用户会员门槛严格:Blilbi 与其他视频网站不同的是,Blilbi只是一个用钱解决不了的会员,必须通过Blilbi设定的会员考试。考试有100道题,涵盖各个方面。只有能够通过考试的人才能成为Blilbi的正式成员。然而,这并不是一劳永逸的。如果在使用平台过程中发表不当言论,您将面临被关在“小黑屋”或永久封禁的风险。
4.3.4 Financial Interface
4.3.4 金融接口
1. Cost structure
1. 成本结构
Blilbi The entertainment services provided cover a variety of everything, including massive UP main homemade videos, legitimate drama, TV, documentary, game live broadcast, and even offline comic-Con ticketing. To provide these entertainment services, Blilbi will also pay the corresponding costs, including:
Blilbi 提供的娱乐服务涵盖了各种内容,包括海量 UP 主要自制视频、合法戏剧、电视、纪录片、游戏直播,甚至线下动漫展票务。为了提供这些娱乐服务,Blilbi还将支付相应的费用,包括:
Employee cost: This part includes the salary of internal employees and the salary of contracted anchors, which is the lowest part of the website cost, with about 7%.
员工成本:这部分包括内部员工的工资和签约主播的工资,是网站成本中最低的部分,约占7%。
Server and bandwidth cost: This is the cost that any Internet company will pay to the telecom operator and the cost of server maintenance, especially for video websites with 1080P video definition like Blilbi, the bandwidth cost will also go from HD to HD, which accounts for about 19% of the total cost
服务器和带宽成本:这是任何互联网公司都会支付给电信运营商的成本和服务器维护成本,尤其是对于像Blilbi这样具有1080P视频清晰度的视频网站,带宽成本也会从高清到高清,约占总成本的19%
Content cost: This part is the cost of buying a genuine drama and participating in the documentary production.Blilbi In the past few years, we have continued to buy high-quality copyrighted dramas and documentaries, providing users with a large amount of high-quality content, among which there are some phenomenal popular works such as "Ghost blade" and "A String of Life", accounting for about 17% of the total cost, even lower than the cost of server and bandwidth
内容成本:这部分是购买正版电视剧和参与纪录片制作的成本。Blilbi 这几年,我们不断购买优质的版权剧和纪录片,为用户提供海量的优质内容,其中有一些现象级的热门作品,如《鬼刃》《一弦命》等,占总成本的17%左右,甚至低于服务器和带宽的成本
Income sharing cost (revenue-sharing cost): accounted for about 50%, this part is the Blilbi revenue need to pay to other platforms, including Blilbi in operating game developers, app stores and payment platform, including live exceptional into the host and website give UP main upload video revenue sharing, this part of the cost of the highest cost and Blilbi source of income has a lot to do.
收入分成成本(Revenue Sharing Cost):约占50%,这部分是Blilbi收入需要支付给其他平台,包括Blilbi在运营游戏开发商、应用商店和支付平台,包括直播异常进入主机和网站给UP主上传视频收入分成,这部分成本最高与Blilbi的收入来源有很大关系。
Finally, the daily operating costs of the company, which is about 7%, includes marketing and sales, general administrative expenses such as office rent, utilities and electricity, as well as research and development costs of algorithms and systems.
最后,该公司的日常运营成本约为7%,包括营销和销售,办公室租金,水电费和电费等一般行政费用,以及算法和系统的研发成本。
2. Source of income
2. 收入来源
It is generally believed that the revenue source of Blilbi is membership fee and advertising. In fact, the most important source of Blilbi revenue is mobile games, which accounts for more than half of its total revenue, especially FGO and Blue Line. As one of the most profitable mobile games in the world, FGO has more than 1.5 million players, contributing to the vast majority of Blilbi's mobile game revenue.
一般认为,Blilbi的收入来源是会员费和广告费。事实上,Blilbi收入最重要的来源是手游,占其总收入的一半以上,尤其是FGO和Blue Line。作为全球最赚钱的手机游戏之一,FGO 拥有超过 150 万玩家,贡献了 Blilbi 手机游戏收入的绝大部分。
The second largest revenue engine is live streaming revenue and value-added services, mainly from rewards when users watch live streaming, and sales of large members. Game revenue and live streaming value-added services together account for more than 70% of Blilbi's revenue, and this part of the revenue, except for the sales of large members, all needs to be paid to the relevant interest parties, so the revenue sharing cost of Blilbi will be so huge.Blilbi On the advertising business is quite restraint, compared with the traditional video platform advertising revenue accounted for the largest income, its CEO Chen Rui once promised, not to add the play beginning patch ads, the Blilbi advertising mainly includes open screen brand advertising and video recommended information flow advertising, this behavior of love to ensure the user experience, but Blilbi own advertising revenue is relative to other mainstream platform is still low.
第二大收入引擎是直播收入和增值服务,主要来自用户观看直播时的奖励,以及大会员的销售。游戏收入和直播增值服务合计占Blilbi收入的70%以上,而这部分收入,除了大会员的销售外,都需要支付给相关利益方,所以Blilbi的收益分成成本才会如此巨大。Blilbi在广告业务上颇为克制,相较于传统视频平台广告收入占比最大,其CEO陈锐曾承诺,不会添加播放开头的补丁广告,Blilbi广告主要包括开屏品牌广告和视频推荐信息流广告,这种爱心行为保证了用户体验, 但Blilbi自身的广告收入相对于其他主流平台来说仍然很低。
Finally, part of Blilbi's revenue comes from e-commerce. Through self-operated sales, peripheral, fashionable products and some third-party ticket sales business. After Blilbi reaches cooperation with Alibaba, UP owners can grow grass and bring goods from Taobao product library, and the platform takes a percentage of the sales revenue. Although Blilbi was still losing money as of 2019 years, the number of users and revenue on the platform grew rapidly, and the proportion of revenue from live streaming and value-added services has also been steadily increasing.
最后,Blilbi的部分收入来自电子商务。通过自营销售、周边、时尚产品及部分第三方售票业务。Blilbi与阿里巴巴达成合作后,UP业主可以从淘宝产品库中种草带货,平台从销售收入中抽取一定比例。尽管截至2019年,Blilbi仍在亏损,但平台上的用户数量和收入增长迅速,直播和增值服务的收入占比也在稳步增长。
4.4 Blilbi Main users
4.4 Blilbi 主要用户
Gen Z has always been the main user of Blilbi, and they play an important role in China's entertainment market. They are not only the future of the motherland, but also the key to the development of the entertainment market. This generation has distinctive characteristics. They are part of the first group of users of Blilbi, and they have a high degree of loyalty to the platform, and as the economy enters the society, the willingness to pay on the platform increases.
Z世代一直是Blilbi的主要用户,他们在中国娱乐市场发挥着重要作用。他们不仅是祖国的未来,也是娱乐市场发展的关键。这一代人具有鲜明的特点。他们是Blilbi的第一组用户,他们对平台的忠诚度很高,随着经济进入社会,在平台上支付的意愿也在增加。
Figure 4.11 The number of online video users in China and the future trend of Generation Z
图411 中国在线视频用户数量与Z世代未来趋势
Different from other video websites, Gen Z sees Blilbi provides users with user-original content (UGC, User Generated Content). Whether it is original or the secondary creation of film and television content, UP owners can let all users see their works through the platform. At the same time, Blilbi has a high loyalty community through years of accumulation. These are two advantages that Blilbi can monetize traffic into.
与其他视频网站不同,Z 世代认为 Blilbi 为用户提供用户原创内容(UGC,用户生成内容)。无论是影视内容的原创还是二次创作,UP所有者都可以让所有用户通过平台看到自己的作品。同时,Blilbi通过多年的积累,拥有高忠诚度的社区。这是 Blilbi 可以通过流量获利的两个优势。
Figure 4.12 Business model of Blilbi
图412 Blilbi的商业模式
Blilbi Multi-channel support for UP main content creation.Blilbi We will launch new UP main activities from time to time, encourage more users to contribute, and provide teaching videos for video creators, so that they can get started quickly and become a qualified UP master. For the mature UP owners, it is more important to motivate them to continuously create high-quality content, and to provide them with perfect incentive plans to expand their impact on users.
Blilbi 多渠道支持UP主要内容创作。Blilbi 我们会不定期推出新的UP主活动,鼓励更多用户贡献,并为视频创作者提供教学视频,让他们快速上手,成为合格的UP大师。对于成熟的UP所有者来说,更重要的是激励他们不断创造高质量的内容,并为他们提供完善的激励计划,以扩大他们对用户的影响。
Figure 4.13 Blilbi provides support for different levels of UP master in various ways
图413Blilbi以各种方式为不同级别的UP主站提供支持
4.5 Blilbi, the main competitor
4.5 Blilbi,主要竞争对手
Figure 4.14 Survey on the preference of Chinese netizens
图414中国网民偏好调查
4.5.1 Vertical video platform AcFun.The establishment of Blilbi has great roots with AcFun. In June 2007, after seeing the right time, China's first barrage video website AcFun ("A station") was born. The purpose of the website is to bring users the fun of animation (Anime Comic Fun), which is also the origin of its name. At the early stage of the establishment of Station A, it was like A new racing car. It took video as the engine. Through continuous transformation, it formed A unique content secondary creation operation mode, and finally realized the double growth of video and the number of users. However, with the operation of the website, many problems are also exposed: users bring content and traffic to the website, but the poor quality of new users and the poor atmosphere of the site also appear. At the same time, AcFun server is also unstable, not accessible and other problems, which brings a lot of bad experience to users. In 2018, the blessing of Kuaishou makes AcFun like A spring breeze, buying A new era of A station with your head held high. In 2019, it increased the support for the second dimension content creation, making it once again a beacon on the road to the second dimension.
4.5.1 垂直视频平台AcFunBlilbi的成立与AcFun有着深厚的渊源。2007年6月,在看准时机后,中国第一个弹幕视频网站AcFun(“A站”)诞生了。该网站的目的是为用户带来动画的乐趣(Anime Comic Fun),这也是其名称的由来。在A站成立初期,它就像一辆新的赛车。它以视频为引擎。通过不断转型,形成了独具特色的内容二次创作运营模式,最终实现了视频和用户数量的双增长。然而,随着网站的运营,也暴露出许多问题:用户为网站带来内容和流量,但新用户质量差、网站氛围差也出现了。同时,AcFun服务器也存在不稳定、无法访问等问题,这给用户带来了很多不好的体验。2018年,快手的加持让AcFun如春风,昂首挺胸地购买A站新时代。2019年,加大了对二次元内容创作的支持力度,再次成为通往二次元之路上的灯塔。
After the AcFun secondary culture gene, alone in the introduction of high-quality copyright content and strengthen the cooperation with OGC and PGC. After the new departure, AcFun introduced a number of high-quality solo dramas represented by Rick and Morty, which further strengthened the core two-dimension tone of the platform. At the same time, AcFun also encourages UP owners through capital, traffic and resources, and constantly strengthens the content ecology of the platform. In view of the technical shortcomings of AcFun, with the help of the technical strength of Alibaba, Kuaishou and other giants, the platform has comprehensively upgraded the hardware and software technology facilities, making its service stability jump to the forefront of the industry, and realizing the accurate recommendation of content.
继AcFun二次文化基因后,单独在引进优质版权内容并加强与OGC和PGC的合作。新出台后,AcFun推出了多部以瑞克和莫蒂为代表的优质个人剧,进一步强化了平台的核心二次元基调。同时,AcFun也通过资金、流量、资源等方式鼓励UP用户,不断强化平台的内容生态。针对AcFun的技术短板,借助阿里巴巴、快手等巨头的技术实力,平台全面升级软硬件技术设施,使其服务稳定性跃居行业前列,实现内容精准推荐。
4.5.2 Tencent Video, an integrated video platform.Tencent Video can be regarded as the "rich second generation" among the video platform enterprises. Since its birth, Tencent Group has taken the care of the rich parents, and Tencent Video has gradually improved its industrial chain. However, the high content cost has occupied the profit space of Tencent Video for a long time. With Tencent Video gradually opening up the two-dimensional video industry chain, its content cost will be effectively controlled. However, due to the unstable quality and long production cycle of the local two-dimensional video content, there are still many uncertain factors in the development of the two-dimensional video content into a new profit growth.
4.5.2 腾讯视频,一个综合视频平台腾讯视频可以算得上是视频平台企业中的“富二代”。自诞生以来,腾讯集团照顾有钱父母,腾讯视频产业链逐步完善。然而,高昂的内容成本长期占据了腾讯视频的盈利空间。随着腾讯视频逐步打通二维视频产业链,其内容成本将得到有效控制。但是,由于本土二维视频内容质量不稳定,制作周期长,二维视频内容发展成新的利润增长仍存在许多不确定因素。
Figure 4.15 Tencent Video secondary element plate
图415 腾讯视频二元板
Figure 4.16 Statistics of Tencent Video Content Investment in 2020-2022
图416 2020-2022年腾讯视频内容投资统计
4.5.3 Video platform TikTok short video
4.5.3 视频平台TikTok短视频
TikTok In recent years, it has received the favor of young people, and TikTok has also begun to flood into secondary-related games, ACG companies, we media and individual creators. Meanwhile, TikTok has also begun to publish corporate advertisements, sell secondary derivatives or IP authorization to realize the realization. The TikTok itself has strong interactivity and communication. After combining with the two-dimensional culture, it is easy to arouse user resonance with the help of advertising and other forms of expression, providing a new idea for the realization of the two-dimensional video platform. But at present, the tone of TikTok is more inclined to pan-entertainment, and does not form the core competitiveness in the second dimensional field.
TikTok近年来受到了年轻人的青睐,TikTok也开始涌入二级相关游戏、ACG公司、我们媒体和个人创作者。同时,TikTok也开始发布企业广告,出售二级衍生品或IP授权来实现。TikTok本身具有很强的互动性和交流性。结合二维文化后,借助广告等表达形式,很容易引起用户共鸣,为二维视频平台的实现提供新的思路。但目前,TikTok的基调更倾向于泛娱乐,并没有形成二次元领域的核心竞争力。

Figure 4.17 2022 TikTok APP user basic attributes
图417 2022年TikTok APP用户基本属性