港股异动 | 哔哩哔哩-W(09626)午后涨近7% B小程序等新场景有望进一步拓宽商业化变现空间

智通财经
18 Feb

智通财经APP获悉,哔哩哔哩-W(09626)午后涨近7%,截至发稿,涨3.24%,报165.5港元,成交额16.22亿港元。

消息面上,1月17日,哔哩哔哩在上海举办2025 AD TALK营销伙伴大会,公布今年的广告策略方向等信息。B站商业技术中心总经理李勇保介绍,2025年B站将强化AIGC、深度转化、自动广告等三大能力。B站商业产品与运营策略中心总经理张伊表示,在流量侧,B站将正式推出“B 小程序”,目前已面向游戏领域的客户进行内测,下一步,B小程序还将开发短剧、小说等功能板块。

招商证券指出,目前B站站内每天观看消费类内容的用户超过4000万,用户活跃度优秀,同时作为国内二次元用户主阵地,随着AI大模型(Kimi等)、谷子经济等C端新兴消费领域投放需求快速增长,公司广告产品能力完善,预计有望结合小程序等新场景进一步拓宽广告商业化空间。

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