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從商業(yè)模式角度看春晚紅包

Analysis on Red Packet on Spring Festival Gala From Business Model Perspective

放大字體??縮小字體 ??瀏覽次數(shù):2369
核心提示:經(jīng)過30年的發(fā)展,春晚成為許多普通百姓家庭過新年的一道“正餐”。從商業(yè)模式上看,春晚集中文藝界最優(yōu)秀的演員、具備最扎實的表演功底、標準最為嚴格的審查,是一種典型的“工程模式”。隨著“春晚+紅包”模式的運用,春晚逐漸加入互動環(huán)節(jié),逐步轉(zhuǎn)向用戶模式。
經(jīng)過30年的發(fā)展,春晚成為許多普通百姓家庭過新年的一道“正餐”。從商業(yè)模式上看,春晚集中文藝界最優(yōu)秀的演員、具備最扎實的表演功底、標準最為嚴格的審查,是一種典型的“工程模式”。隨著“春晚+紅包”模式的運用,春晚逐漸加入互動環(huán)節(jié),逐步轉(zhuǎn)向用戶模式。

“搖一搖”開啟了媒體、互聯(lián)網(wǎng)平臺、品牌商聯(lián)動模式。除夕夜微信紅包全部來自京東、泰康人壽、陸金所、微店、伊利、海爾、招商銀行、平安、洋河等各領(lǐng)域的領(lǐng)先品牌,其中京東、泰康等5家廠商更是包下了專屬時段。來自騰訊的數(shù)據(jù)顯示,從2月18日20:00~2月19日00:30,春晚微信搖一搖互動總量達110億次,一夜之間包段企業(yè)曝光量至少6.1億次,隨機紅包曝光量至少1.5億次。
無論是場景時代下的消費者、場景之路(車聯(lián)網(wǎng)),大城市的新都市主義,可穿戴設備,家庭場景、家用PCA。這些新經(jīng)濟、新模式將為成長股價值的重新審視,其長期價值趨勢值得繼續(xù)挖掘。

陌陌、滴滴打車是場景模式代表企業(yè),獲得較高的估值溢價。雖然智能家居、可穿戴設備還未真正取得飛速普及發(fā)展,但是在互聯(lián)網(wǎng)商業(yè)模式中,諸如陌陌、微信“附近的人”、滴滴打車已經(jīng)為場景模式開創(chuàng)了一片新天地。

受“紅包”刺激,移動支付迎來“春天”。作為國內(nèi)移動支付領(lǐng)域的兩大領(lǐng)跑者支付寶和騰訊,除夕當天紅包收發(fā)總量達40億元以上,伴隨著更多客戶微信綁定銀行卡和支付寶賬戶與銀行卡之間進行轉(zhuǎn)賬,移動支付的廣泛使用性、便捷性、安全性滿足以后,真正的春天即將到來。(中國進出口網(wǎng)

After 30 years of development, the Spring Festival Gala is a big feast for many ordinary families in Chinese New Year. In the perspective of business model, the Spring Festival Gala gathers the best artists in the circle of literature and art, with the most solid performance skills and the most stringent standards of review, is a typical "project mode". With the use of the "Spring Festival Gala + red packet" mode, the Spring Festival Gala gradually adds interactive sessions, gradually turning to the user mode.

"Shake it off" opens the model of interaction among the media, the Internet platform, the brands owners. On the New Year's Eve, Wechat red packets all come from Jingdong, Taikang Life, Lufax, Wechat small shop, Erie, Haier, China Merchants Bank, Pingan, Yanghe and other leading brands, among them, Jingdong, Taikang and other 3 manufacturers contracted for the exclusive period. Data from Tencent shows that from at 20 o'clock on February 18 ~ at 00:30 on February 19, Wechat’s “shake it off” on the Spring Festival Gala amounts for 11 billion times, overnight the enterprise of exclusive period had exposure of at least 610 million times, random red exposure of at least 150 million times.

Whether consumers or car networking under the scene era, New Urbanism in the metropolitan, wearable devices, home scene or home PCA. These new economy and new model will be reexamined as the growth stocks and their long-term value trends are worth continuing excavation.

As the representatives of car networking, Momo and didi obtained a higher premium valuation. Although the smart home, and the wearable device have not really achieved rapid development, but in the Internet business model, momo, Wechat’s “ people of vinicity” and didi has created a new world for the scene mode.

Stimulated By the "red packet", mobile payment ushers a “spring”. As the two major national leaders in the field of mobile payment, Alipay and Tencent, on the New Year's Eve, received and dispatched red packets with values of over 4 billion yuan, with more customers to bind bank cards with Wechat, to make transfers between PayPal accounts and bank cards, mobile payments widespread use, convenience and security met, the real spring of mobile payment is coming.
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