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2021-07-13
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Rumors are rising again! Is the copyright era coming to an end? Tencent Music readjusts business lines
Red1888
2021-07-12
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@美股研究社:華米科技再發“芯”品，能否喚起智能穿戴設備生態繁榮？
Red1888
2021-07-12
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Is the copyright era coming to an end? Tencent Music readjusts business lines","url":"https://stock-news.laohu8.com/highlight/detail?id=2150539302","media":"e公司","summary":"版权时代要结束？腾讯音乐再调整业务线，QQ音乐：发力长音频。 今日，据界面新闻报道，腾讯音乐 下发邮件，对QQ音乐和酷我在内的业务线和相关人员进行调整。另有媒体报道，监管部门准备让腾讯音乐放弃唱片公司的独家音乐版权。腾讯音乐方面暂未置评。 在本次调整中，QQ音乐业务线将成立长音频业务中心，负责QQ音乐长音频专区的产品研发工作。此前腾讯音乐因未能正确申报收购酷我、酷狗而受到50万元罚款。","content":"<p>Today, according to Jiemian News,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Music (TME) sends emails to adjust the business lines and related personnel including QQ Music and Kuwo. According to other media reports, the regulatory authorities are preparing to let Tencent Music give up the exclusive music copyright of the record company. Tencent Music did not comment yet.</p><p><b>01</b></p><p><b>Adjustment</b></p><p>In this adjustment, the QQ Music business line will set up a long audio business center, which will be responsible for the product research and development of the QQ Music long audio zone.</p><p><img src=\"https://static.tigerbbs.com/417bbf1913f47a237b1069684017ef49\" tg-width=\"550\" tg-height=\"383\" referrerpolicy=\"no-referrer\"></p><p>The most profitable business of Cool Music, Juxing Live, will be led by Xie Huan, an executive of Cool Dog Music; The commercialization of my music business line will be handed over to Liu Xiankai, general manager of Tencent Music's commercial advertising department.</p><p>Shi Mechanical, vice president of Tencent Music and CEO of Kuwo Business Line, will concurrently serve as the head of QQ Music's long audio business center and report directly to Liang Zhu, CEO of Tencent Music.</p><p>On May 8th, Tencent Music has made an adjustment. After this adjustment, Liu Xiankai (general manager of Tencent Music Commercial Advertising Department and general manager of QQ Music Business Line Platform Product Department) will also be the head of Kuwo Music Products & Commercialization, responsible for Kuwo Music's platform product business, music charging and other commercialization and advertising business, and report to Liang Zhu and Shi Mechanics at the same time.</p><p>It is understood that among the three major business entities of Tencent Music, Kuwo is the one with the smallest number of users, and Cool Dog has the largest number of users. Previously, Tencent Music was fined 500,000 yuan for failing to correctly declare the acquisition of Kuwo and Kugou. There is also news that the anti-monopoly regulatory authorities are preparing to let Tencent Music give up the exclusive music copyright of the record company.</p><p><b>02</b></p><p><b>Exclusive Agreement</b></p><p>Copyright is an important weapon for Tencent Music to win.</p><p>In November last year, Tencent Music (NYSE: TME) and PeerMusic, the largest privately held music rights company in the United States, jointly announced today that they have entered into an exclusive digital licensing agreement to promote and distribute PeerMusic's distribution catalog (copyrighted music) in China.</p><p>PeerMusic is one of the largest independent music distributors worldwide, and its music catalog includes songs by a large number of artists, including Jimmy.<a href=\"https://laohu8.com/S/ROG\">Rogers</a>(Jimmie Rodgers), Buddy Holly, The Rolling Stones, Rihanna, Beyonce and Justin Bieber, among others.</p><p>On November 2 last year, Tencent Music announced that it had renewed its multi-year licensing and cooperation agreement with Merlin, the world's largest independent music digital rights agency.</p><p>In September 2018, Xiami Music was revealed to be removed from the shelves on a large scale<a href=\"https://laohu8.com/S/SNE\">Sony</a>, Warner, Jay Chou's music library, Xiami began to decline.</p><p>On the conference call for Q4 2019 earnings report<a href=\"https://laohu8.com/S/NTES\">NetEase</a>CEO Ding Lei said that in the past few years, the exclusive sales model of the three major record companies in China has caused domestic music operations to pay more than 2 to 3 times the reasonable price. Take Jay Chou as an example. Because the copyright of Jay Chou was not renewed, NetEase Cloud Music removed all songs of Jay Chou in April 2018. According to statistics, the copyright of a singer in Jay Chou alone has led nearly 15% of users to lose to Tencent Music.</p><p>As a result of the copyright war, Tencent Music, which has the ability to obtain the copyright, won in an all-round way.</p><p>The copyright war began in 2015. At that time, Ali wanted to make a difference in music and established a music group. Its Xiami and Tiantiandongting held more than 60% of the exclusive copyrights of Chinese music.</p><p>In 2016, Tencent (QQ Music) and Ocean Group (Kugou, Kuwo Music) integrated to form TME Group. At the same time, Netease Cloud also has a sense of existence with \"music + community\".</p><p>In 2017, Xiami and Tencent, NetEase,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Competing for the copyright signed by Universal Music every three years, Tencent won at a high price.</p><p><b>03</b></p><p><b>Competitors</b></p><p>On March 5 this year, Ali's Xiami Music officially stopped serving. Ali completely withdrew from the music field.</p><p>In September 2019, Alibaba and Yunfeng Fund invested approximately US $700 million in NetEase Cloud Music. Alibaba has decided to withdraw from competition in the music field and pinned its hopes on NetEase Cloud Music.</p><p>Netease Cloud is seeking to be listed in Hong Kong. According to the prospectus, in the past three years, Netease Cloud's music revenue has grown rapidly, from 1.1 billion yuan in 2018 to 2.3 billion yuan in 2019. The revenue will further grow last year. It will exceed 5 billion yuan, a significant increase. In addition, NetEase Cloud Music's gross loss rate has improved significantly and narrowed, from 114.7% in 2018 to 45.6% in 2019, and further to 12.2% in 2020.</p><p>However, compared with Tencent Music, the scale is still too small. Tencent Music's 2020 financial report shows that the revenue for that year was 29.15 billion yuan, and the net profit attributable to shareholders of listed companies reached 4.16 billion yuan.</p><p>The advantage of Netease Cloud is that the community ecology and operation mode are better. Its main focus is on \"music socialization\", focusing on building a music community and opening a music comment area, which has become the main place for users to express themselves. With the concept of \"music socialization\", Netease Cloud Music has gained hundreds of millions of loyal users.</p><p>Netease Cloud Music raised several large-scale financings in succession from 2017 to 2019, with a financing amount of 10 billion yuan. The music copyright of music variety shows was purchased with funds, and the copyright library was rapidly expanded in a short time.</p><p>In 2017, Netease Cloud Music opened musicians to settle in, directly connected with original musicians, and skipped the intermediate link of distribution company and copyright company. In 2018, Netease Cloud Music launched the ladder program, which increased the stickiness of original musicians to the platform through a series of incentive activities.</p><p>In 2017, Tencent Music gathered Universal Music,<a href=\"https://laohu8.com/S/SONY\">Sony</a>Music,<a href=\"https://laohu8.com/S/WMG\">Warner Music</a>The exclusive rights of the world's three major record companies.</p><p>Perhaps it has been loosened under high pressure. NetEase Cloud Music has successively reached cooperation with three major record companies Warner, Universal and Sony. Ended the exclusive licensing model of Tencent Music.</p><p>From the perspective of stock price, Tencent Music is under antitrust pressure. The stock price has fallen from a high of US $32 to the current US $12.88. As of press time, it fell 2.41% before the market.</p><p><img src=\"https://static.tigerbbs.com/9d9a69075971ebd512da84d510cd19e2\" tg-width=\"840\" tg-height=\"470\"></p>","source":"LHCJ1","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rumors are rising again! Is the copyright era coming to an end? Tencent Music readjusts business lines</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRumors are rising again! Is the copyright era coming to an end? Tencent Music readjusts business lines\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">e公司</strong><span class=\"h-time small\">2021-07-12 21:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Today, according to Jiemian News,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Music (TME) sends emails to adjust the business lines and related personnel including QQ Music and Kuwo. According to other media reports, the regulatory authorities are preparing to let Tencent Music give up the exclusive music copyright of the record company. Tencent Music did not comment yet.</p><p><b>01</b></p><p><b>Adjustment</b></p><p>In this adjustment, the QQ Music business line will set up a long audio business center, which will be responsible for the product research and development of the QQ Music long audio zone.</p><p><img src=\"https://static.tigerbbs.com/417bbf1913f47a237b1069684017ef49\" tg-width=\"550\" tg-height=\"383\" referrerpolicy=\"no-referrer\"></p><p>The most profitable business of Cool Music, Juxing Live, will be led by Xie Huan, an executive of Cool Dog Music; The commercialization of my music business line will be handed over to Liu Xiankai, general manager of Tencent Music's commercial advertising department.</p><p>Shi Mechanical, vice president of Tencent Music and CEO of Kuwo Business Line, will concurrently serve as the head of QQ Music's long audio business center and report directly to Liang Zhu, CEO of Tencent Music.</p><p>On May 8th, Tencent Music has made an adjustment. After this adjustment, Liu Xiankai (general manager of Tencent Music Commercial Advertising Department and general manager of QQ Music Business Line Platform Product Department) will also be the head of Kuwo Music Products & Commercialization, responsible for Kuwo Music's platform product business, music charging and other commercialization and advertising business, and report to Liang Zhu and Shi Mechanics at the same time.</p><p>It is understood that among the three major business entities of Tencent Music, Kuwo is the one with the smallest number of users, and Cool Dog has the largest number of users. Previously, Tencent Music was fined 500,000 yuan for failing to correctly declare the acquisition of Kuwo and Kugou. There is also news that the anti-monopoly regulatory authorities are preparing to let Tencent Music give up the exclusive music copyright of the record company.</p><p><b>02</b></p><p><b>Exclusive Agreement</b></p><p>Copyright is an important weapon for Tencent Music to win.</p><p>In November last year, Tencent Music (NYSE: TME) and PeerMusic, the largest privately held music rights company in the United States, jointly announced today that they have entered into an exclusive digital licensing agreement to promote and distribute PeerMusic's distribution catalog (copyrighted music) in China.</p><p>PeerMusic is one of the largest independent music distributors worldwide, and its music catalog includes songs by a large number of artists, including Jimmy.<a href=\"https://laohu8.com/S/ROG\">Rogers</a>(Jimmie Rodgers), Buddy Holly, The Rolling Stones, Rihanna, Beyonce and Justin Bieber, among others.</p><p>On November 2 last year, Tencent Music announced that it had renewed its multi-year licensing and cooperation agreement with Merlin, the world's largest independent music digital rights agency.</p><p>In September 2018, Xiami Music was revealed to be removed from the shelves on a large scale<a href=\"https://laohu8.com/S/SNE\">Sony</a>, Warner, Jay Chou's music library, Xiami began to decline.</p><p>On the conference call for Q4 2019 earnings report<a href=\"https://laohu8.com/S/NTES\">NetEase</a>CEO Ding Lei said that in the past few years, the exclusive sales model of the three major record companies in China has caused domestic music operations to pay more than 2 to 3 times the reasonable price. Take Jay Chou as an example. Because the copyright of Jay Chou was not renewed, NetEase Cloud Music removed all songs of Jay Chou in April 2018. According to statistics, the copyright of a singer in Jay Chou alone has led nearly 15% of users to lose to Tencent Music.</p><p>As a result of the copyright war, Tencent Music, which has the ability to obtain the copyright, won in an all-round way.</p><p>The copyright war began in 2015. At that time, Ali wanted to make a difference in music and established a music group. Its Xiami and Tiantiandongting held more than 60% of the exclusive copyrights of Chinese music.</p><p>In 2016, Tencent (QQ Music) and Ocean Group (Kugou, Kuwo Music) integrated to form TME Group. At the same time, Netease Cloud also has a sense of existence with \"music + community\".</p><p>In 2017, Xiami and Tencent, NetEase,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Competing for the copyright signed by Universal Music every three years, Tencent won at a high price.</p><p><b>03</b></p><p><b>Competitors</b></p><p>On March 5 this year, Ali's Xiami Music officially stopped serving. Ali completely withdrew from the music field.</p><p>In September 2019, Alibaba and Yunfeng Fund invested approximately US $700 million in NetEase Cloud Music. Alibaba has decided to withdraw from competition in the music field and pinned its hopes on NetEase Cloud Music.</p><p>Netease Cloud is seeking to be listed in Hong Kong. According to the prospectus, in the past three years, Netease Cloud's music revenue has grown rapidly, from 1.1 billion yuan in 2018 to 2.3 billion yuan in 2019. The revenue will further grow last year. It will exceed 5 billion yuan, a significant increase. In addition, NetEase Cloud Music's gross loss rate has improved significantly and narrowed, from 114.7% in 2018 to 45.6% in 2019, and further to 12.2% in 2020.</p><p>However, compared with Tencent Music, the scale is still too small. Tencent Music's 2020 financial report shows that the revenue for that year was 29.15 billion yuan, and the net profit attributable to shareholders of listed companies reached 4.16 billion yuan.</p><p>The advantage of Netease Cloud is that the community ecology and operation mode are better. Its main focus is on \"music socialization\", focusing on building a music community and opening a music comment area, which has become the main place for users to express themselves. With the concept of \"music socialization\", Netease Cloud Music has gained hundreds of millions of loyal users.</p><p>Netease Cloud Music raised several large-scale financings in succession from 2017 to 2019, with a financing amount of 10 billion yuan. The music copyright of music variety shows was purchased with funds, and the copyright library was rapidly expanded in a short time.</p><p>In 2017, Netease Cloud Music opened musicians to settle in, directly connected with original musicians, and skipped the intermediate link of distribution company and copyright company. In 2018, Netease Cloud Music launched the ladder program, which increased the stickiness of original musicians to the platform through a series of incentive activities.</p><p>In 2017, Tencent Music gathered Universal Music,<a href=\"https://laohu8.com/S/SONY\">Sony</a>Music,<a href=\"https://laohu8.com/S/WMG\">Warner Music</a>The exclusive rights of the world's three major record companies.</p><p>Perhaps it has been loosened under high pressure. NetEase Cloud Music has successively reached cooperation with three major record companies Warner, Universal and Sony. Ended the exclusive licensing model of Tencent Music.</p><p>From the perspective of stock price, Tencent Music is under antitrust pressure. The stock price has fallen from a high of US $32 to the current US $12.88. As of press time, it fell 2.41% before the market.</p><p><img src=\"https://static.tigerbbs.com/9d9a69075971ebd512da84d510cd19e2\" tg-width=\"840\" tg-height=\"470\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/data8da-frXzooJv4G8_Ww\">e公司</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/06c120bbb961941a6910f63352c38f2b","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/data8da-frXzooJv4G8_Ww","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150539302","content_text":"今日，据界面新闻报道，腾讯音乐（TME）下发邮件，对QQ音乐和酷我在内的业务线和相关人员进行调整。另有媒体报道，监管部门准备让腾讯音乐放弃唱片公司的独家音乐版权。腾讯音乐方面暂未置评。\n01\n调整\n在本次调整中，QQ音乐业务线将成立长音频业务中心，负责QQ音乐长音频专区的产品研发工作。\n\n酷我音乐旗下最赚钱的业务“聚星直播”，将交由酷狗音乐的高管谢欢领导；酷我音乐业务线的商业化业务将交给腾讯音乐商业广告部总经理刘宪凯负责。\n腾讯音乐副总裁、酷我业务线CEO史力学将兼任QQ音乐长音频业务中心的负责人，向腾讯音乐CEO梁柱直接汇报。\n5月8日腾讯音乐已做了一次调整，刘宪凯（腾讯音乐商业广告部总经理、QQ音乐业务线平台产品部总经理）在本次调整后，将兼任酷我音乐产品&商业化负责人，负责酷我音乐的平台产品业务、音乐收费等商业化、广告业务，同时向梁柱和史力学汇报。\n据了解，腾讯音乐下属三大业务主体中，酷我是用户量最小的一个，酷狗用户量最大。此前腾讯音乐因未能正确申报收购酷我、酷狗而受到50万元罚款。还有消息称，反垄断监管部门准备让腾讯音乐放弃唱片公司的独家音乐版权。\n02\n独家协议\n版权是腾讯音乐致胜的重要武器。\n去年11月，腾讯音乐（NYSE：TME）和美国最大的私营音乐版权公司peermusic今日联合宣布，双方已达成一项独家数字许可协议，在中国推广和分发PeerMusic的发行目录（版权音乐）。\nPeerMusic是全球最大的独立音乐发行商之一，其音乐目录包括大量艺术家的歌曲，包括吉米·罗杰斯（Jimmie Rodgers）、巴迪·霍利（Buddy Holly）、滚石乐队、蕾哈娜（Rihanna）、碧昂斯（Beyonce）和贾斯汀·比伯(Justin Bieber）等。\n去年11月2日，腾讯音乐宣布与全球最大独立音乐数字版权代理机构Merlin续签了多年的授权和合作协议。\n2018年9月，虾米音乐被爆出大规模下架索尼、华纳、周杰伦曲库，虾米开始走下坡路。\n在2019年Q4财报的电话会议上网易CEO丁磊表示,过去几年,三大唱片公司在国内进行的独家销售模式,使国内的音乐运营付出了合理价格2～3倍以上的成本。以周杰伦为例,因为没有续签周杰伦版权,网易云音乐于2018年4月下架了周杰伦的所有歌曲。有数据统计,单单周杰伦一个歌手的版权,就引导了近15%用户流失到了腾讯音乐。\n版权大战的结果，是有能力拿到版权的腾讯音乐全面获胜。\n版权大战从2015年就已开始，当时阿里想在音乐方面有所作为，成立音乐集团，旗下的虾米、天天动听手握超60%中文音乐独家版权。\n2016年腾讯（QQ音乐）和海洋集团（酷狗、酷我音乐）整合成立TME集团。同时网易云凭借“音乐+社区”也有了存在感。\n2017年，虾米和腾讯、网易、百度争抢环球唱片三年一签的版权，腾讯高价胜出。\n03\n竞争对手\n今年3月5日，阿里系的虾米音乐正式停服。阿里系彻底退出音乐领域。\n2019年9月，阿里和云锋基金向网易云音乐投资约7亿美元，阿里已决定退出音乐领域竞争，将希望寄托给了网易云音乐。\n网易云正在谋求香港上市，招股说明书显示,在过去三年中,网易云音乐收入快速增长,从2018年营收11亿元人民币增至2019年23亿元人民币,营收并在去年进一步增长即将突破50亿元,涨幅明显。此外,网易云音乐毛亏率大幅改善收窄,从2018年的114.7%降至2019年的45.6%,并进一步降至2020年的12.2%。\n不过和腾讯音乐相比，规模还是太小。腾讯音乐2020年财报显示,当年营收291.5亿元,归属于上市公司股东的净利润达41.6亿元。\n网易云的优势，是社区生态和运营模式较好，其主打“音乐社交”,重点打造音乐社区并开设音乐评论区,成为了用户主要的表达场所。凭着“音乐社交”的理念,网易云音乐收获了上亿的忠诚用户。\n网易云音乐2017～2019年连续几次大规模的融资,融资金额达100亿人民币。用资金购买音乐综艺节目的音乐版权,短时间内快速扩充了版权库。\n2017年,网易云音乐开放音乐人入驻,与原创音乐人直接对接,跳过发行公司、版权公司这一中间环节。2018年,网易云音乐又推出「云梯计划」,通过一系列的激励活动增加原创音乐人对平台的粘性。\n2017年腾讯音乐集齐了环球音乐、索尼音乐、华纳音乐在内的世界三大唱片公司的独家版权。\n或许是在高压下有所松动，网易云音乐先后与三大唱片公司华纳、环球和索尼达成合作。终结了腾讯音乐的独家授权模式。\n从股价上看，腾讯音乐正受反垄断压力，股价从高点的32美元，下跌到现在的12.88美元，截至发稿，盘前下跌2.41%。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146639172,"gmtCreate":1626073946396,"gmtModify":1703752798700,"author":{"id":"3570407615458165","authorId":"3570407615458165","name":"Red1888","avatar":"https://static.tigerbbs.com/cd572d7024f37aeabcc2380c894a320c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570407615458165","idStr":"3570407615458165"},"themes":[],"htmlText":"share ","listText":"share ","text":"share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146639172","repostId":"146608384","repostType":1,"repost":{"id":146608384,"gmtCreate":1626072167548,"gmtModify":1717992573289,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503452965237041","idStr":"3503452965237041"},"themes":[],"title":"華米科技再發“芯”品，能否喚起智能穿戴設備生態繁榮？","htmlText":"近幾年，以智能手環、智能手錶爲主要產品形態的智能可穿戴設備風靡整個年輕羣體。在可穿戴設備受到更多用戶認可的基礎上，可穿戴設備芯片研究成爲外界關注的焦點。7月13日，華米科技<a target=\"_blank\" href=\"https://laohu8.com/S/ZEPP\">$Zepp Health Corporation(ZEPP)$</a> 將召開Next Beat 2021 大會，大會主題爲“The Future of Health”，聚焦於未來健康生態領域。據瞭解這次在發佈會上，華米科技將介紹新一代黃山芯片。在可穿戴芯片領域，不少芯片巨頭都有所佈局，華米科技佈局的動機是什麼？新一代黃山芯片是黃山2號芯片的迭代產品，在硬件之外，以華米科技爲代表的可穿戴設備廠商致力於做芯片研究能帶來什麼樣的價值？智能可穿戴設備迎來黃金髮展期，硬件廠商搶佔“芯”賽道在互聯網+醫療健康、智慧醫療、遠程醫療、移動醫療戰略背景下，智能可穿戴設備迎來了黃金髮展期，全球智能可穿戴設備出貨量繼續保持強勁增長。根據IDC最新數據顯示，全球智能可穿戴設備總出貨量2016年~2020年複合增長率爲44.5%。未來五年全球智能可穿戴設備需求仍保持強勁增長態勢，預測2020-2025年全球智能可穿戴設備出貨量複合增長率約爲25%，2025年預計出貨量爲13.58億臺。資料來源：IDC、健康界研究院分析嗅覺靈敏的資本市場在可穿戴設備行業加碼押注，根據IT桔子的數據，2020年全球可穿戴設備領域累計共發生53起投融資事件，融資金額達117．99億元。未來隨着雲數據服務平臺搭建完畢，健康大數據的服務類產品逐步成熟，市場前景可觀。在可穿戴設備中，“芯片”充當着重要角色。除了知名的芯片廠商積極研究可穿戴設備芯片之外，硬件廠商華米科技也發力芯片製造，並且取得一定成效。·2018年 9 月 17 日，華米科技搶灘","listText":"近幾年，以智能手環、智能手錶爲主要產品形態的智能可穿戴設備風靡整個年輕羣體。在可穿戴設備受到更多用戶認可的基礎上，可穿戴設備芯片研究成爲外界關注的焦點。7月13日，華米科技<a target=\"_blank\" href=\"https://laohu8.com/S/ZEPP\">$Zepp Health Corporation(ZEPP)$</a> 將召開Next Beat 2021 大會，大會主題爲“The Future of Health”，聚焦於未來健康生態領域。據瞭解這次在發佈會上，華米科技將介紹新一代黃山芯片。在可穿戴芯片領域，不少芯片巨頭都有所佈局，華米科技佈局的動機是什麼？新一代黃山芯片是黃山2號芯片的迭代產品，在硬件之外，以華米科技爲代表的可穿戴設備廠商致力於做芯片研究能帶來什麼樣的價值？智能可穿戴設備迎來黃金髮展期，硬件廠商搶佔“芯”賽道在互聯網+醫療健康、智慧醫療、遠程醫療、移動醫療戰略背景下，智能可穿戴設備迎來了黃金髮展期，全球智能可穿戴設備出貨量繼續保持強勁增長。根據IDC最新數據顯示，全球智能可穿戴設備總出貨量2016年~2020年複合增長率爲44.5%。未來五年全球智能可穿戴設備需求仍保持強勁增長態勢，預測2020-2025年全球智能可穿戴設備出貨量複合增長率約爲25%，2025年預計出貨量爲13.58億臺。資料來源：IDC、健康界研究院分析嗅覺靈敏的資本市場在可穿戴設備行業加碼押注，根據IT桔子的數據，2020年全球可穿戴設備領域累計共發生53起投融資事件，融資金額達117．99億元。未來隨着雲數據服務平臺搭建完畢，健康大數據的服務類產品逐步成熟，市場前景可觀。在可穿戴設備中，“芯片”充當着重要角色。除了知名的芯片廠商積極研究可穿戴設備芯片之外，硬件廠商華米科技也發力芯片製造，並且取得一定成效。·2018年 9 月 17 日，華米科技搶灘","text":"近幾年，以智能手環、智能手錶爲主要產品形態的智能可穿戴設備風靡整個年輕羣體。在可穿戴設備受到更多用戶認可的基礎上，可穿戴設備芯片研究成爲外界關注的焦點。7月13日，華米科技$Zepp Health Corporation(ZEPP)$ 將召開Next Beat 2021 大會，大會主題爲“The Future of Health”，聚焦於未來健康生態領域。據瞭解這次在發佈會上，華米科技將介紹新一代黃山芯片。在可穿戴芯片領域，不少芯片巨頭都有所佈局，華米科技佈局的動機是什麼？新一代黃山芯片是黃山2號芯片的迭代產品，在硬件之外，以華米科技爲代表的可穿戴設備廠商致力於做芯片研究能帶來什麼樣的價值？智能可穿戴設備迎來黃金髮展期，硬件廠商搶佔“芯”賽道在互聯網+醫療健康、智慧醫療、遠程醫療、移動醫療戰略背景下，智能可穿戴設備迎來了黃金髮展期，全球智能可穿戴設備出貨量繼續保持強勁增長。根據IDC最新數據顯示，全球智能可穿戴設備總出貨量2016年~2020年複合增長率爲44.5%。未來五年全球智能可穿戴設備需求仍保持強勁增長態勢，預測2020-2025年全球智能可穿戴設備出貨量複合增長率約爲25%，2025年預計出貨量爲13.58億臺。資料來源：IDC、健康界研究院分析嗅覺靈敏的資本市場在可穿戴設備行業加碼押注，根據IT桔子的數據，2020年全球可穿戴設備領域累計共發生53起投融資事件，融資金額達117．99億元。未來隨着雲數據服務平臺搭建完畢，健康大數據的服務類產品逐步成熟，市場前景可觀。在可穿戴設備中，“芯片”充當着重要角色。除了知名的芯片廠商積極研究可穿戴設備芯片之外，硬件廠商華米科技也發力芯片製造，並且取得一定成效。·2018年 9 月 17 日，華米科技搶灘","images":[{"img":"https://static.tigerbbs.com/61b61f920488d50cd2a59439eb08347a","width":"740","height":"417"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146608384","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148750492,"gmtCreate":1626021093016,"gmtModify":1703752018410,"author":{"id":"3570407615458165","authorId":"3570407615458165","name":"Red1888","avatar":"https://static.tigerbbs.com/cd572d7024f37aeabcc2380c894a320c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570407615458165","idStr":"3570407615458165"},"themes":[],"htmlText":"Share","listText":"Share","text":"Share","images":[{"img":"https://static.tigerbbs.com/9a27af6741ac1d5694b5a9953d13445d","width":"1125","height":"1814"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148750492","isVote":1,"tweetType":1,"viewCount":1380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":142956279,"gmtCreate":1626128932291,"gmtModify":1703753745679,"author":{"id":"3570407615458165","authorId":"3570407615458165","name":"Red1888","avatar":"https://static.tigerbbs.com/cd572d7024f37aeabcc2380c894a320c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407615458165","authorIdStr":"3570407615458165"},"themes":[],"htmlText":"share","listText":"share","text":"share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/142956279","repostId":"2150539302","repostType":4,"repost":{"id":"2150539302","kind":"news","pubTimestamp":1626098192,"share":"https://ttm.financial/m/news/2150539302?lang=en_US&edition=fundamental","pubTime":"2021-07-12 21:56","market":"us","language":"zh","title":"Rumors are rising again! Is the copyright era coming to an end? Tencent Music readjusts business lines","url":"https://stock-news.laohu8.com/highlight/detail?id=2150539302","media":"e公司","summary":"版权时代要结束？腾讯音乐再调整业务线，QQ音乐：发力长音频。 今日，据界面新闻报道，腾讯音乐 下发邮件，对QQ音乐和酷我在内的业务线和相关人员进行调整。另有媒体报道，监管部门准备让腾讯音乐放弃唱片公司的独家音乐版权。腾讯音乐方面暂未置评。 在本次调整中，QQ音乐业务线将成立长音频业务中心，负责QQ音乐长音频专区的产品研发工作。此前腾讯音乐因未能正确申报收购酷我、酷狗而受到50万元罚款。","content":"<p>Today, according to Jiemian News,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Music (TME) sends emails to adjust the business lines and related personnel including QQ Music and Kuwo. According to other media reports, the regulatory authorities are preparing to let Tencent Music give up the exclusive music copyright of the record company. Tencent Music did not comment yet.</p><p><b>01</b></p><p><b>Adjustment</b></p><p>In this adjustment, the QQ Music business line will set up a long audio business center, which will be responsible for the product research and development of the QQ Music long audio zone.</p><p><img src=\"https://static.tigerbbs.com/417bbf1913f47a237b1069684017ef49\" tg-width=\"550\" tg-height=\"383\" referrerpolicy=\"no-referrer\"></p><p>The most profitable business of Cool Music, Juxing Live, will be led by Xie Huan, an executive of Cool Dog Music; The commercialization of my music business line will be handed over to Liu Xiankai, general manager of Tencent Music's commercial advertising department.</p><p>Shi Mechanical, vice president of Tencent Music and CEO of Kuwo Business Line, will concurrently serve as the head of QQ Music's long audio business center and report directly to Liang Zhu, CEO of Tencent Music.</p><p>On May 8th, Tencent Music has made an adjustment. After this adjustment, Liu Xiankai (general manager of Tencent Music Commercial Advertising Department and general manager of QQ Music Business Line Platform Product Department) will also be the head of Kuwo Music Products & Commercialization, responsible for Kuwo Music's platform product business, music charging and other commercialization and advertising business, and report to Liang Zhu and Shi Mechanics at the same time.</p><p>It is understood that among the three major business entities of Tencent Music, Kuwo is the one with the smallest number of users, and Cool Dog has the largest number of users. Previously, Tencent Music was fined 500,000 yuan for failing to correctly declare the acquisition of Kuwo and Kugou. There is also news that the anti-monopoly regulatory authorities are preparing to let Tencent Music give up the exclusive music copyright of the record company.</p><p><b>02</b></p><p><b>Exclusive Agreement</b></p><p>Copyright is an important weapon for Tencent Music to win.</p><p>In November last year, Tencent Music (NYSE: TME) and PeerMusic, the largest privately held music rights company in the United States, jointly announced today that they have entered into an exclusive digital licensing agreement to promote and distribute PeerMusic's distribution catalog (copyrighted music) in China.</p><p>PeerMusic is one of the largest independent music distributors worldwide, and its music catalog includes songs by a large number of artists, including Jimmy.<a href=\"https://laohu8.com/S/ROG\">Rogers</a>(Jimmie Rodgers), Buddy Holly, The Rolling Stones, Rihanna, Beyonce and Justin Bieber, among others.</p><p>On November 2 last year, Tencent Music announced that it had renewed its multi-year licensing and cooperation agreement with Merlin, the world's largest independent music digital rights agency.</p><p>In September 2018, Xiami Music was revealed to be removed from the shelves on a large scale<a href=\"https://laohu8.com/S/SNE\">Sony</a>, Warner, Jay Chou's music library, Xiami began to decline.</p><p>On the conference call for Q4 2019 earnings report<a href=\"https://laohu8.com/S/NTES\">NetEase</a>CEO Ding Lei said that in the past few years, the exclusive sales model of the three major record companies in China has caused domestic music operations to pay more than 2 to 3 times the reasonable price. Take Jay Chou as an example. Because the copyright of Jay Chou was not renewed, NetEase Cloud Music removed all songs of Jay Chou in April 2018. According to statistics, the copyright of a singer in Jay Chou alone has led nearly 15% of users to lose to Tencent Music.</p><p>As a result of the copyright war, Tencent Music, which has the ability to obtain the copyright, won in an all-round way.</p><p>The copyright war began in 2015. At that time, Ali wanted to make a difference in music and established a music group. Its Xiami and Tiantiandongting held more than 60% of the exclusive copyrights of Chinese music.</p><p>In 2016, Tencent (QQ Music) and Ocean Group (Kugou, Kuwo Music) integrated to form TME Group. At the same time, Netease Cloud also has a sense of existence with \"music + community\".</p><p>In 2017, Xiami and Tencent, NetEase,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Competing for the copyright signed by Universal Music every three years, Tencent won at a high price.</p><p><b>03</b></p><p><b>Competitors</b></p><p>On March 5 this year, Ali's Xiami Music officially stopped serving. Ali completely withdrew from the music field.</p><p>In September 2019, Alibaba and Yunfeng Fund invested approximately US $700 million in NetEase Cloud Music. Alibaba has decided to withdraw from competition in the music field and pinned its hopes on NetEase Cloud Music.</p><p>Netease Cloud is seeking to be listed in Hong Kong. According to the prospectus, in the past three years, Netease Cloud's music revenue has grown rapidly, from 1.1 billion yuan in 2018 to 2.3 billion yuan in 2019. The revenue will further grow last year. It will exceed 5 billion yuan, a significant increase. In addition, NetEase Cloud Music's gross loss rate has improved significantly and narrowed, from 114.7% in 2018 to 45.6% in 2019, and further to 12.2% in 2020.</p><p>However, compared with Tencent Music, the scale is still too small. Tencent Music's 2020 financial report shows that the revenue for that year was 29.15 billion yuan, and the net profit attributable to shareholders of listed companies reached 4.16 billion yuan.</p><p>The advantage of Netease Cloud is that the community ecology and operation mode are better. Its main focus is on \"music socialization\", focusing on building a music community and opening a music comment area, which has become the main place for users to express themselves. With the concept of \"music socialization\", Netease Cloud Music has gained hundreds of millions of loyal users.</p><p>Netease Cloud Music raised several large-scale financings in succession from 2017 to 2019, with a financing amount of 10 billion yuan. The music copyright of music variety shows was purchased with funds, and the copyright library was rapidly expanded in a short time.</p><p>In 2017, Netease Cloud Music opened musicians to settle in, directly connected with original musicians, and skipped the intermediate link of distribution company and copyright company. In 2018, Netease Cloud Music launched the ladder program, which increased the stickiness of original musicians to the platform through a series of incentive activities.</p><p>In 2017, Tencent Music gathered Universal Music,<a href=\"https://laohu8.com/S/SONY\">Sony</a>Music,<a href=\"https://laohu8.com/S/WMG\">Warner Music</a>The exclusive rights of the world's three major record companies.</p><p>Perhaps it has been loosened under high pressure. NetEase Cloud Music has successively reached cooperation with three major record companies Warner, Universal and Sony. Ended the exclusive licensing model of Tencent Music.</p><p>From the perspective of stock price, Tencent Music is under antitrust pressure. The stock price has fallen from a high of US $32 to the current US $12.88. As of press time, it fell 2.41% before the market.</p><p><img src=\"https://static.tigerbbs.com/9d9a69075971ebd512da84d510cd19e2\" tg-width=\"840\" tg-height=\"470\"></p>","source":"LHCJ1","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rumors are rising again! Is the copyright era coming to an end? Tencent Music readjusts business lines</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRumors are rising again! Is the copyright era coming to an end? Tencent Music readjusts business lines\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">e公司</strong><span class=\"h-time small\">2021-07-12 21:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Today, according to Jiemian News,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Music (TME) sends emails to adjust the business lines and related personnel including QQ Music and Kuwo. According to other media reports, the regulatory authorities are preparing to let Tencent Music give up the exclusive music copyright of the record company. Tencent Music did not comment yet.</p><p><b>01</b></p><p><b>Adjustment</b></p><p>In this adjustment, the QQ Music business line will set up a long audio business center, which will be responsible for the product research and development of the QQ Music long audio zone.</p><p><img src=\"https://static.tigerbbs.com/417bbf1913f47a237b1069684017ef49\" tg-width=\"550\" tg-height=\"383\" referrerpolicy=\"no-referrer\"></p><p>The most profitable business of Cool Music, Juxing Live, will be led by Xie Huan, an executive of Cool Dog Music; The commercialization of my music business line will be handed over to Liu Xiankai, general manager of Tencent Music's commercial advertising department.</p><p>Shi Mechanical, vice president of Tencent Music and CEO of Kuwo Business Line, will concurrently serve as the head of QQ Music's long audio business center and report directly to Liang Zhu, CEO of Tencent Music.</p><p>On May 8th, Tencent Music has made an adjustment. After this adjustment, Liu Xiankai (general manager of Tencent Music Commercial Advertising Department and general manager of QQ Music Business Line Platform Product Department) will also be the head of Kuwo Music Products & Commercialization, responsible for Kuwo Music's platform product business, music charging and other commercialization and advertising business, and report to Liang Zhu and Shi Mechanics at the same time.</p><p>It is understood that among the three major business entities of Tencent Music, Kuwo is the one with the smallest number of users, and Cool Dog has the largest number of users. Previously, Tencent Music was fined 500,000 yuan for failing to correctly declare the acquisition of Kuwo and Kugou. There is also news that the anti-monopoly regulatory authorities are preparing to let Tencent Music give up the exclusive music copyright of the record company.</p><p><b>02</b></p><p><b>Exclusive Agreement</b></p><p>Copyright is an important weapon for Tencent Music to win.</p><p>In November last year, Tencent Music (NYSE: TME) and PeerMusic, the largest privately held music rights company in the United States, jointly announced today that they have entered into an exclusive digital licensing agreement to promote and distribute PeerMusic's distribution catalog (copyrighted music) in China.</p><p>PeerMusic is one of the largest independent music distributors worldwide, and its music catalog includes songs by a large number of artists, including Jimmy.<a href=\"https://laohu8.com/S/ROG\">Rogers</a>(Jimmie Rodgers), Buddy Holly, The Rolling Stones, Rihanna, Beyonce and Justin Bieber, among others.</p><p>On November 2 last year, Tencent Music announced that it had renewed its multi-year licensing and cooperation agreement with Merlin, the world's largest independent music digital rights agency.</p><p>In September 2018, Xiami Music was revealed to be removed from the shelves on a large scale<a href=\"https://laohu8.com/S/SNE\">Sony</a>, Warner, Jay Chou's music library, Xiami began to decline.</p><p>On the conference call for Q4 2019 earnings report<a href=\"https://laohu8.com/S/NTES\">NetEase</a>CEO Ding Lei said that in the past few years, the exclusive sales model of the three major record companies in China has caused domestic music operations to pay more than 2 to 3 times the reasonable price. Take Jay Chou as an example. Because the copyright of Jay Chou was not renewed, NetEase Cloud Music removed all songs of Jay Chou in April 2018. According to statistics, the copyright of a singer in Jay Chou alone has led nearly 15% of users to lose to Tencent Music.</p><p>As a result of the copyright war, Tencent Music, which has the ability to obtain the copyright, won in an all-round way.</p><p>The copyright war began in 2015. At that time, Ali wanted to make a difference in music and established a music group. Its Xiami and Tiantiandongting held more than 60% of the exclusive copyrights of Chinese music.</p><p>In 2016, Tencent (QQ Music) and Ocean Group (Kugou, Kuwo Music) integrated to form TME Group. At the same time, Netease Cloud also has a sense of existence with \"music + community\".</p><p>In 2017, Xiami and Tencent, NetEase,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Competing for the copyright signed by Universal Music every three years, Tencent won at a high price.</p><p><b>03</b></p><p><b>Competitors</b></p><p>On March 5 this year, Ali's Xiami Music officially stopped serving. Ali completely withdrew from the music field.</p><p>In September 2019, Alibaba and Yunfeng Fund invested approximately US $700 million in NetEase Cloud Music. Alibaba has decided to withdraw from competition in the music field and pinned its hopes on NetEase Cloud Music.</p><p>Netease Cloud is seeking to be listed in Hong Kong. According to the prospectus, in the past three years, Netease Cloud's music revenue has grown rapidly, from 1.1 billion yuan in 2018 to 2.3 billion yuan in 2019. The revenue will further grow last year. It will exceed 5 billion yuan, a significant increase. In addition, NetEase Cloud Music's gross loss rate has improved significantly and narrowed, from 114.7% in 2018 to 45.6% in 2019, and further to 12.2% in 2020.</p><p>However, compared with Tencent Music, the scale is still too small. Tencent Music's 2020 financial report shows that the revenue for that year was 29.15 billion yuan, and the net profit attributable to shareholders of listed companies reached 4.16 billion yuan.</p><p>The advantage of Netease Cloud is that the community ecology and operation mode are better. Its main focus is on \"music socialization\", focusing on building a music community and opening a music comment area, which has become the main place for users to express themselves. With the concept of \"music socialization\", Netease Cloud Music has gained hundreds of millions of loyal users.</p><p>Netease Cloud Music raised several large-scale financings in succession from 2017 to 2019, with a financing amount of 10 billion yuan. The music copyright of music variety shows was purchased with funds, and the copyright library was rapidly expanded in a short time.</p><p>In 2017, Netease Cloud Music opened musicians to settle in, directly connected with original musicians, and skipped the intermediate link of distribution company and copyright company. In 2018, Netease Cloud Music launched the ladder program, which increased the stickiness of original musicians to the platform through a series of incentive activities.</p><p>In 2017, Tencent Music gathered Universal Music,<a href=\"https://laohu8.com/S/SONY\">Sony</a>Music,<a href=\"https://laohu8.com/S/WMG\">Warner Music</a>The exclusive rights of the world's three major record companies.</p><p>Perhaps it has been loosened under high pressure. NetEase Cloud Music has successively reached cooperation with three major record companies Warner, Universal and Sony. Ended the exclusive licensing model of Tencent Music.</p><p>From the perspective of stock price, Tencent Music is under antitrust pressure. The stock price has fallen from a high of US $32 to the current US $12.88. As of press time, it fell 2.41% before the market.</p><p><img src=\"https://static.tigerbbs.com/9d9a69075971ebd512da84d510cd19e2\" tg-width=\"840\" tg-height=\"470\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/data8da-frXzooJv4G8_Ww\">e公司</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/06c120bbb961941a6910f63352c38f2b","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/data8da-frXzooJv4G8_Ww","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150539302","content_text":"今日，据界面新闻报道，腾讯音乐（TME）下发邮件，对QQ音乐和酷我在内的业务线和相关人员进行调整。另有媒体报道，监管部门准备让腾讯音乐放弃唱片公司的独家音乐版权。腾讯音乐方面暂未置评。\n01\n调整\n在本次调整中，QQ音乐业务线将成立长音频业务中心，负责QQ音乐长音频专区的产品研发工作。\n\n酷我音乐旗下最赚钱的业务“聚星直播”，将交由酷狗音乐的高管谢欢领导；酷我音乐业务线的商业化业务将交给腾讯音乐商业广告部总经理刘宪凯负责。\n腾讯音乐副总裁、酷我业务线CEO史力学将兼任QQ音乐长音频业务中心的负责人，向腾讯音乐CEO梁柱直接汇报。\n5月8日腾讯音乐已做了一次调整，刘宪凯（腾讯音乐商业广告部总经理、QQ音乐业务线平台产品部总经理）在本次调整后，将兼任酷我音乐产品&商业化负责人，负责酷我音乐的平台产品业务、音乐收费等商业化、广告业务，同时向梁柱和史力学汇报。\n据了解，腾讯音乐下属三大业务主体中，酷我是用户量最小的一个，酷狗用户量最大。此前腾讯音乐因未能正确申报收购酷我、酷狗而受到50万元罚款。还有消息称，反垄断监管部门准备让腾讯音乐放弃唱片公司的独家音乐版权。\n02\n独家协议\n版权是腾讯音乐致胜的重要武器。\n去年11月，腾讯音乐（NYSE：TME）和美国最大的私营音乐版权公司peermusic今日联合宣布，双方已达成一项独家数字许可协议，在中国推广和分发PeerMusic的发行目录（版权音乐）。\nPeerMusic是全球最大的独立音乐发行商之一，其音乐目录包括大量艺术家的歌曲，包括吉米·罗杰斯（Jimmie Rodgers）、巴迪·霍利（Buddy Holly）、滚石乐队、蕾哈娜（Rihanna）、碧昂斯（Beyonce）和贾斯汀·比伯(Justin Bieber）等。\n去年11月2日，腾讯音乐宣布与全球最大独立音乐数字版权代理机构Merlin续签了多年的授权和合作协议。\n2018年9月，虾米音乐被爆出大规模下架索尼、华纳、周杰伦曲库，虾米开始走下坡路。\n在2019年Q4财报的电话会议上网易CEO丁磊表示,过去几年,三大唱片公司在国内进行的独家销售模式,使国内的音乐运营付出了合理价格2～3倍以上的成本。以周杰伦为例,因为没有续签周杰伦版权,网易云音乐于2018年4月下架了周杰伦的所有歌曲。有数据统计,单单周杰伦一个歌手的版权,就引导了近15%用户流失到了腾讯音乐。\n版权大战的结果，是有能力拿到版权的腾讯音乐全面获胜。\n版权大战从2015年就已开始，当时阿里想在音乐方面有所作为，成立音乐集团，旗下的虾米、天天动听手握超60%中文音乐独家版权。\n2016年腾讯（QQ音乐）和海洋集团（酷狗、酷我音乐）整合成立TME集团。同时网易云凭借“音乐+社区”也有了存在感。\n2017年，虾米和腾讯、网易、百度争抢环球唱片三年一签的版权，腾讯高价胜出。\n03\n竞争对手\n今年3月5日，阿里系的虾米音乐正式停服。阿里系彻底退出音乐领域。\n2019年9月，阿里和云锋基金向网易云音乐投资约7亿美元，阿里已决定退出音乐领域竞争，将希望寄托给了网易云音乐。\n网易云正在谋求香港上市，招股说明书显示,在过去三年中,网易云音乐收入快速增长,从2018年营收11亿元人民币增至2019年23亿元人民币,营收并在去年进一步增长即将突破50亿元,涨幅明显。此外,网易云音乐毛亏率大幅改善收窄,从2018年的114.7%降至2019年的45.6%,并进一步降至2020年的12.2%。\n不过和腾讯音乐相比，规模还是太小。腾讯音乐2020年财报显示,当年营收291.5亿元,归属于上市公司股东的净利润达41.6亿元。\n网易云的优势，是社区生态和运营模式较好，其主打“音乐社交”,重点打造音乐社区并开设音乐评论区,成为了用户主要的表达场所。凭着“音乐社交”的理念,网易云音乐收获了上亿的忠诚用户。\n网易云音乐2017～2019年连续几次大规模的融资,融资金额达100亿人民币。用资金购买音乐综艺节目的音乐版权,短时间内快速扩充了版权库。\n2017年,网易云音乐开放音乐人入驻,与原创音乐人直接对接,跳过发行公司、版权公司这一中间环节。2018年,网易云音乐又推出「云梯计划」,通过一系列的激励活动增加原创音乐人对平台的粘性。\n2017年腾讯音乐集齐了环球音乐、索尼音乐、华纳音乐在内的世界三大唱片公司的独家版权。\n或许是在高压下有所松动，网易云音乐先后与三大唱片公司华纳、环球和索尼达成合作。终结了腾讯音乐的独家授权模式。\n从股价上看，腾讯音乐正受反垄断压力，股价从高点的32美元，下跌到现在的12.88美元，截至发稿，盘前下跌2.41%。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146639172,"gmtCreate":1626073946396,"gmtModify":1703752798700,"author":{"id":"3570407615458165","authorId":"3570407615458165","name":"Red1888","avatar":"https://static.tigerbbs.com/cd572d7024f37aeabcc2380c894a320c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407615458165","authorIdStr":"3570407615458165"},"themes":[],"htmlText":"share ","listText":"share ","text":"share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146639172","repostId":"146608384","repostType":1,"repost":{"id":146608384,"gmtCreate":1626072167548,"gmtModify":1717992573289,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503452965237041","authorIdStr":"3503452965237041"},"themes":[],"title":"華米科技再發“芯”品，能否喚起智能穿戴設備生態繁榮？","htmlText":"近幾年，以智能手環、智能手錶爲主要產品形態的智能可穿戴設備風靡整個年輕羣體。在可穿戴設備受到更多用戶認可的基礎上，可穿戴設備芯片研究成爲外界關注的焦點。7月13日，華米科技<a target=\"_blank\" href=\"https://laohu8.com/S/ZEPP\">$Zepp Health Corporation(ZEPP)$</a> 將召開Next Beat 2021 大會，大會主題爲“The Future of Health”，聚焦於未來健康生態領域。據瞭解這次在發佈會上，華米科技將介紹新一代黃山芯片。在可穿戴芯片領域，不少芯片巨頭都有所佈局，華米科技佈局的動機是什麼？新一代黃山芯片是黃山2號芯片的迭代產品，在硬件之外，以華米科技爲代表的可穿戴設備廠商致力於做芯片研究能帶來什麼樣的價值？智能可穿戴設備迎來黃金髮展期，硬件廠商搶佔“芯”賽道在互聯網+醫療健康、智慧醫療、遠程醫療、移動醫療戰略背景下，智能可穿戴設備迎來了黃金髮展期，全球智能可穿戴設備出貨量繼續保持強勁增長。根據IDC最新數據顯示，全球智能可穿戴設備總出貨量2016年~2020年複合增長率爲44.5%。未來五年全球智能可穿戴設備需求仍保持強勁增長態勢，預測2020-2025年全球智能可穿戴設備出貨量複合增長率約爲25%，2025年預計出貨量爲13.58億臺。資料來源：IDC、健康界研究院分析嗅覺靈敏的資本市場在可穿戴設備行業加碼押注，根據IT桔子的數據，2020年全球可穿戴設備領域累計共發生53起投融資事件，融資金額達117．99億元。未來隨着雲數據服務平臺搭建完畢，健康大數據的服務類產品逐步成熟，市場前景可觀。在可穿戴設備中，“芯片”充當着重要角色。除了知名的芯片廠商積極研究可穿戴設備芯片之外，硬件廠商華米科技也發力芯片製造，並且取得一定成效。·2018年 9 月 17 日，華米科技搶灘","listText":"近幾年，以智能手環、智能手錶爲主要產品形態的智能可穿戴設備風靡整個年輕羣體。在可穿戴設備受到更多用戶認可的基礎上，可穿戴設備芯片研究成爲外界關注的焦點。7月13日，華米科技<a target=\"_blank\" href=\"https://laohu8.com/S/ZEPP\">$Zepp Health Corporation(ZEPP)$</a> 將召開Next Beat 2021 大會，大會主題爲“The Future of Health”，聚焦於未來健康生態領域。據瞭解這次在發佈會上，華米科技將介紹新一代黃山芯片。在可穿戴芯片領域，不少芯片巨頭都有所佈局，華米科技佈局的動機是什麼？新一代黃山芯片是黃山2號芯片的迭代產品，在硬件之外，以華米科技爲代表的可穿戴設備廠商致力於做芯片研究能帶來什麼樣的價值？智能可穿戴設備迎來黃金髮展期，硬件廠商搶佔“芯”賽道在互聯網+醫療健康、智慧醫療、遠程醫療、移動醫療戰略背景下，智能可穿戴設備迎來了黃金髮展期，全球智能可穿戴設備出貨量繼續保持強勁增長。根據IDC最新數據顯示，全球智能可穿戴設備總出貨量2016年~2020年複合增長率爲44.5%。未來五年全球智能可穿戴設備需求仍保持強勁增長態勢，預測2020-2025年全球智能可穿戴設備出貨量複合增長率約爲25%，2025年預計出貨量爲13.58億臺。資料來源：IDC、健康界研究院分析嗅覺靈敏的資本市場在可穿戴設備行業加碼押注，根據IT桔子的數據，2020年全球可穿戴設備領域累計共發生53起投融資事件，融資金額達117．99億元。未來隨着雲數據服務平臺搭建完畢，健康大數據的服務類產品逐步成熟，市場前景可觀。在可穿戴設備中，“芯片”充當着重要角色。除了知名的芯片廠商積極研究可穿戴設備芯片之外，硬件廠商華米科技也發力芯片製造，並且取得一定成效。·2018年 9 月 17 日，華米科技搶灘","text":"近幾年，以智能手環、智能手錶爲主要產品形態的智能可穿戴設備風靡整個年輕羣體。在可穿戴設備受到更多用戶認可的基礎上，可穿戴設備芯片研究成爲外界關注的焦點。7月13日，華米科技$Zepp Health Corporation(ZEPP)$ 將召開Next Beat 2021 大會，大會主題爲“The Future of Health”，聚焦於未來健康生態領域。據瞭解這次在發佈會上，華米科技將介紹新一代黃山芯片。在可穿戴芯片領域，不少芯片巨頭都有所佈局，華米科技佈局的動機是什麼？新一代黃山芯片是黃山2號芯片的迭代產品，在硬件之外，以華米科技爲代表的可穿戴設備廠商致力於做芯片研究能帶來什麼樣的價值？智能可穿戴設備迎來黃金髮展期，硬件廠商搶佔“芯”賽道在互聯網+醫療健康、智慧醫療、遠程醫療、移動醫療戰略背景下，智能可穿戴設備迎來了黃金髮展期，全球智能可穿戴設備出貨量繼續保持強勁增長。根據IDC最新數據顯示，全球智能可穿戴設備總出貨量2016年~2020年複合增長率爲44.5%。未來五年全球智能可穿戴設備需求仍保持強勁增長態勢，預測2020-2025年全球智能可穿戴設備出貨量複合增長率約爲25%，2025年預計出貨量爲13.58億臺。資料來源：IDC、健康界研究院分析嗅覺靈敏的資本市場在可穿戴設備行業加碼押注，根據IT桔子的數據，2020年全球可穿戴設備領域累計共發生53起投融資事件，融資金額達117．99億元。未來隨着雲數據服務平臺搭建完畢，健康大數據的服務類產品逐步成熟，市場前景可觀。在可穿戴設備中，“芯片”充當着重要角色。除了知名的芯片廠商積極研究可穿戴設備芯片之外，硬件廠商華米科技也發力芯片製造，並且取得一定成效。·2018年 9 月 17 日，華米科技搶灘","images":[{"img":"https://static.tigerbbs.com/61b61f920488d50cd2a59439eb08347a","width":"740","height":"417"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146608384","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148750492,"gmtCreate":1626021093016,"gmtModify":1703752018410,"author":{"id":"3570407615458165","authorId":"3570407615458165","name":"Red1888","avatar":"https://static.tigerbbs.com/cd572d7024f37aeabcc2380c894a320c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407615458165","authorIdStr":"3570407615458165"},"themes":[],"htmlText":"Share","listText":"Share","text":"Share","images":[{"img":"https://static.tigerbbs.com/9a27af6741ac1d5694b5a9953d13445d","width":"1125","height":"1814"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148750492","isVote":1,"tweetType":1,"viewCount":1380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}
