The comic platform that once owned "100,000 Cold jokes" "There is a demon" behind the end of the year is that the industry has entered the "Three Kingdoms Kill" era

Author:Daily Economic News Time:2022.09.01

"The end of today is to start tomorrow. The end of this journey is to be able to set off again. The new ideal is still there, in case it can be realized?" On September 30, 2017 The founder wrote on Weibo on Weibo on the last day of his own demon.

Two days before he wrote this Weibo, Zhou Jingqi, who was a demon CEO and known as the "Demon Qi Jun", also officially announced his resignation and founded Xianshan Yingwa. At that time, they might not have thought that this platform for them to start their entrepreneurial roads and realize their dreams. After the second way to change the master, they will eventually be painted on December 31, 2022.

On September 1, the official Weibo of the demon comics announced that after the demon -in comics were officially shut down on December 31, it will continue to provide services in Bilibili Comics in the future. At the same time, the officials of the demon comics reminded users to pay attention to the follow -up time nodes of the product and complete the asset migration as soon as possible.

"It became the tears of the times again." A fan wrote below the shutdown announcement.

This comic platform with well -known IPs such as "100,000 Cold jokes", "Zhenhun Street", "Hyedo", and "Brain Brain" has previously experienced it in 2015 by Aofei Entertainment (SZ002292, stock price of 5.08 yuan, with a market value of 7.51 billion yuan Procurement, in 2021 by station B (BILI, a stock price of US $ 24.96, a market value of $ 9.75 billion) to take over the fate of 600 million yuan.

Picture source: Weibo screenshot

The value of 900 million yuan has shrunk to 600 million yuan.

At the end of 2021, station B spent 600 million yuan from the hands of Aofei Entertainment. The label on the "Molying Qi" was "silent for a long time". The acquisition price of 600 million yuan, compared with the 900 million yuan when it will be "demon" in 2015, will shrink 300 million yuan.

Image source: Announcement Screenshot

Regret and regret, this is the first feeling for many fans who accompany "having demon" along the way.

After all, as the earliest platform to try to make online online comics, the Qiang Qi, which was established in 2009, has held "100,000 Cold jokes", "Zhenhun Street", "Herbal Bee", "Duan Brain" and other original popularity. IP, once occupied the "Half of the Mountains" in the domestic comic market, the 2014 movie version of "100,000 Cold jokes" was launched, and it won 120 million yuan box office.

In the end, "with demon" has also attracted the favor of many capital. From 2011 to 2015, the "Monster Qi" completed three rounds of financing, and there were no shortage of well -known investors such as Shanda Capital, Innovation Workshop, and China Cultural Industry Investment Fund.

Photo source: Qixinbao screenshot

In 2015, when Aofei Entertainment 900 million yuan acquired the parent company behind the "Monster Qi" in April Starry Sky, it was exactly the rich IP resources behind the "Demon Qi". According to Aofei Entertainment's financial report, as of the end of 2018, there were nearly 29 million registered users with demon Qi and more than 30,000 serial comic works.

Although back to the big tree, in the six years when it was acquired by Aofei Entertainment, the entire National Manfo Circuit accelerated, and new players continued to live. Two years after being acquired by Aofei Entertainment, in 2017, the core figures of the founding team of "Demon" left one after another. Today, in the head echelon of China's two -dimensional Internet comic industry, there is no "demon".

900 million yuan to buy 600 million yuan for sale. For the sale of "monsters", the reason given by Aofei Entertainment is: "The company has gradually adjusted its business strategy in recent years. There are certain deviations in strategic planning. "

According to Aofei Entertainment's announcement, from 2020 to 2021, the operating companies behind the "Monster Qi" April Starry Sky is in a loss state. In April 2020, the stars' revenue was 40.313 million yuan, and the net profit was -129.235 million yuan; from January to June 2021, the April starry sky revenue was 10.666 million yuan, and the net profit was -14.6716 million yuan.

Photo source: Screenshot of related announcements

In 2026, the two -dimensional industry will reach 100 billion yuan B, watch quickly, Tencent compete for a new opportunity for Guoman

When "there is a demon", the Chinese comic platform ushered in the golden period of rapid expansion in the mobile Internet, which contains huge consumption potential.

According to the "China Two -dimensional Content Industry Industry White Paper" released by CIC Burning Consultation, in recent years, the size of Chinese pan -two -dimensional users has grown rapidly. In 2021, it has reached nearly 460 million. People; It is expected that the scale of China's two -dimensional content industry in 2026 is expected to reach approximately 120 billion yuan, and the average annual compound growth rate in the next five years will be about 12.9%.

Behind high -stick users and the huge market size, with the continuous expansion of the comic industry's paid market, quickly watch, Bilibili comics, and Tencent anime have seized this opportunity to accelerate the layout of comic tracks, and gradually form a three -legged competition competition. pattern. Among them, the average monthly MAU in 2021 was more than 40 million, which was much higher than the other two platforms.

Before the 600 million yuan won the "Demon", B stood in the field of comics frequently. Through a series of large -scale writing, he quickly stood on the comic track and was ambitious.

In 2018, Station B launched its own independent app "Bilibili Comic", which contains classic works such as "Naruto", "Pokemon" and "Gintama" on the platform; Acquired the main assets of Netease comics, and put their apps, websites, some comics copyrights and their related use equity. Every reporter noticed that whether it is the acquisition of Netease comics or "demon", rich copyright resources are one of the reasons for being watched by station B. During the vice chairman and COO of station B, Li Yan once said in the acquisition of "having a demon": "There is a demon gas to precipitate many original works that are loved by users, and look forward to these head IPs to be diversified in the content ecology of station B."

For station B, the acquisition of NetEase comics and "having a demon" is to further enrich the copyright content of the comic of station B and further integration of resources is an inevitable trend.

Today, comic platform competition is becoming more and more intense. In the summer of this year, at 2022, I was at the site of the Guoman conference, and I took a look at 192 IP works. However, the current head comics platform has its own focus on competitive play. Look at the strong support of the original Guoman, the proportion of the female user group is higher than that of men; Station B second -dimensional positioning.

Daily Economic News

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