If it is said that the main competitiveness of large IP film and television dramas is “multiple gold”, then the second point of competition is not “gold” but creativity.
In the past few years, a large number of TV producers have transformed into leading web comprehensive and web drama production companies, such as Ma Dong’s Mi Wei, draft godmother Long Danni’s quack, and the post-80s talk show team After the TV station’s variety show income is getting lower and lower, Canxing is also actively transforming the network variety show.
Web dramas have completely broken away from the past low-cost temperament. The “Ghost Blowing Lantern” series is completely comparable to first-line movies.
Analyzed so far, it is unlikely that the several platforms on the existing platform will have any significant differences in copyright purchases due to funding problems in the short term. Although the stock price of iQiyi, which has completed the listing, is not ideal, after the completion of the IPO , There are also more low-cost financing channels, and there is a high probability that you can wait until the industry prices are fully compressed.
In other words, we can divide the differentiation of the industry into the control of scarce content. At present, iQiyi has Ma Dong, and Tencent Video has Long Danni and Li Dan. These have established the barriers to competition. We Do not think there will be fluctuations in the short term.
Summarizing the full text: 1. Netflix’s model is not high, and Netflix is not unattainable. China’s film and television industry has initially completed reforms, which is conducive to the future development of online video; 2. The future of Netflix in China is actually love There may be competition between Qiyi and Tencent Video, and one may win, but it is very likely that both are Netflix.