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龙破穹
2025-09-06
$中芯国际(00981)$
龙破穹
2025-11-15
$京东(JD)$
龙破穹
01-02
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我又回来了
龙破穹
2025-10-17
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龙破穹
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这篇文章不错，转发给大家看看
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$Fluence Energy, Inc.(FLNC)$
上当了，服了
龙破穹
2025-11-14
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[微笑]
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2025-11-10
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18:19","market":"us","language":"zh","title":"B站2025年营收303.5亿：同比增13% 调整后净利润25.9亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2617436675","media":"雷递网","summary":"哔哩哔哩（NASDAQ: BILI，HKEX:9626；以下简称“B站”）公布了截至2025年12月31日第四季度及全年未经审计的财务报告。财报显示，B站第四季度总营收达83.2亿元，同比增长8%，净利润同比提升478%；全年总营收303.5亿，同比增长13%；调整后净利润25.9亿，实现全年盈利。","content":"<html><body><p><img src=\"https://static.tigerbbs.com/5050c3c80e84439d8327e6edc469eb17\" title=\"1.jpeg\"/></p><p><span>雷递网 乐天 3月5日</span></p><p><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>（NASDAQ: BILI，HKEX:9626；以下简称“<a href=\"https://laohu8.com/S/09626\">B站</a>”）公布了截至2025年12月31日第四季度及全年未经审计的财务报告。财报显示，B站第四季度总营收达83.2亿元，同比增长8%，净利润同比提升478%；全年总营收303.5亿，同比增长13%；调整后净利润25.9亿，实现全年盈利。</p><p><img src=\"https://static.tigerbbs.com/2a872576b88d42c2bc18bcaf7ebb77e9\" title=\"2.jpeg\"/></p><p>2025年，B站活跃用户数连续四个季度同比提速增长。四季度日均活跃用户达1.13亿，同比增长10%；月均活跃用户达3.66亿，同比增长8%；日均使用时长也提升至107分钟，同比增长8分钟。</p><p>B站董事长兼首席执行官陈睿表示：2025年，我们首次实现了全年盈利，是B站有着里程碑意义的一年。从创立至今，B站坚持为用户打造一个繁荣的社区，让它成为优质创作者最好的舞台。B站也证明了一件事，能够源源不断地产生优质内容和优质创作者的平台，将穿越周期，带来持续的增长和商业价值。</p><p><span>社区生态持续繁荣 用户增速连续攀升</span></p><p>2025年，用户对优质内容的消费需求势头旺盛。第四季度，全站用户总时长同比增长19%，5分钟以上视频播放时长同比增长20%。旺盛的需求推动优质创作者持续涌现和成长，四季度，千粉以上的UP主数量同比增长30%。与此同时，UP主收入也在不断提升。25年全年，近300万创作者在B站通过广告、直播、充电等各种方式获得收入，人均收入同比增长21%。用户为优质内容付费的意愿进一步增长，全年有超1000万人为UP主充电观看付费内容。</p><p>四季度，B站传统优势品类保持快速增长。其中，二次元内容播放时长同比增长12%，游戏品类内容播放时长同比增长24%。B站已成为海内外游戏厂商最认可的独家内容首发平台，2025年，有超30家海内外厂商，40多款游戏选择在B站独家首发内容。</p><p>AI等新品类在B站持续涌现，成为新的内容特色。B站是中国内容最丰富，专业度最高的AI社区，每月有超1.2亿人在B站消费AI内容。四季度，AI内容播放时长同比增长53%。用户在B站追更AI技术趋势、评测模型性能、探讨应用场景，并与一线从业人员互动交流。</p><p>去年7月，B站在全网率先推出了“视频播客”品类。目前，视频播客用户数突破6700万，累计播放时长超80亿分钟，诞生了一批如《鲁豫慢谈》、《于谦：多新鲜呐》、《罗永浩的十字路口》等头部栏目。</p><p>2025年，有超过2.2亿用户在B站观看生活方式和消费类内容。四季度，汽车内容播放时长持续增长，其中技术解读内容的播放时长同比增长68%。同时，亲子类内容时长同比增长22%，户外潮流内容时长同比增长20%，体现出了B站年轻用户生活方式趋势的变化。</p><p>同时，B站也在持续自制和引入精品内容。本季度，国创保持高速增长，播放时长同比增长56%。“最美的夜”跨年晚会，直播期间在线人数再创新高，成为了当代年轻人迎接新年的重要仪式。今年春节，B站再次与总台春晚达成合作，“弹幕看春晚”成为新年味。春晚直播期间，用户共发送了1.33亿条弹幕，当天日活同比去年除夕增长16%。由B站首次推出的“大年初一联欢会”，直播人气峰值接近9000万，持续霸榜热搜，收获全网正向口碑。</p><p>社区生态的持续繁荣，推动B站用户规模连续四个季度提速增长。四季度，日均活跃用户数1.13亿，月均活跃用户数3.66亿，日均使用时长达107分钟。截至四季度末，B站正式会员数为2.84亿，第12个月留存率稳定在80%。</p><p><span>广告收入加速增长 首次实现全年盈利</span></p><p>2025年，B站全年总营收为303.5亿元，同比增长13%，首次实现全年盈利。四季度总营收为83.2亿元，同比增长8%。月均付费用户数再创新高，为3566万，同比增长21%。增值服务、广告、游戏和IP衍生品及其他业务分别贡献了收入的39%、37%、18%和6%，收入结构健康多元。</p><p><img src=\"https://static.tigerbbs.com/ec4bfdbf943d4a98bf17b064f6c33a7a\" title=\"3.jpeg\"/></p><p>四季度，广告收入为30.4亿元，同比增长27%，连续12个季度保持同比高速增长。全年收入为100.6亿元，同比增长23%。四季度，广告收入贡献前五的行业分别是游戏、数码家电、网服、电商和汽车。与此同时，AI广告收入增长显著，同比高速增长180%，家装行业广告收入同比增长近80%。</p><p>优质内容及活跃的社区生态，让越来越多客户选择在B站打造品牌影响力。25年，B站广告主数量持续增长，百万级客户留存率接近90%。在“大开环”策略的支持下，B站持续提升产品效率，通过AI降低投放门槛，使高价值年轻用户的消费潜力不断释放。25年双11，B站全行业平均新客率达55%，千元以上商品GMV同比增长63%。</p><p><img src=\"https://static.tigerbbs.com/8f7c684d63684ec2a85a09f498264081\" title=\"4.jpeg\"/></p><p>四季度，游戏业务收入达15.4亿元，全年收入为63.9亿元，同比增长14%。25年，B站坚持游戏长线运营策略，《FGO》、《碧蓝航线》等游戏收入保持稳健增长。《三国：谋定天下》连续9个赛季在更新后稳居iOS排行榜前五。自研游戏《逃离鸭科夫》上线三周销量超过300万，登顶2025年国产游戏销量排行榜。</p><p>四季度，增值业务收入达32.6亿元，同比增长6%，全年收入达119.3亿元，同比增长8%。2025年，直播业务稳健增长，毛利率稳步提升。截至四季度末，大会员人数达2,535万人，同比增长12%，其中约80%为年度订阅或自动续费用户。</p><p><img src=\"https://static.tigerbbs.com/f2ba232f034a4cf7b41ee84cea01fabe\" title=\"5.jpeg\"/></p><p>伴随着高毛利业务的增长和运营效率的提升，四季度，B站调整后净利润达8.8亿元，同比增长94%；毛利润同比增长11%，毛利率连续14季度环比提升至37%；净利润为5.1亿元，同比大幅提升478%。</p><p>2025年，B站全年调整后净利润达25.9亿，首次实现全年盈利，并实现了71亿元正向运营现金流。截至2025年底，累计完成约1.3亿美金股票回购，以提升股东回报。截至2025年12月31日，公司持有现金及现金等价物、定期存款和短期投资总额为241.5亿元。</p><p>———————————————</p><p>雷递由媒体人雷建平创办，若转载请写明来源。</p></body></html>","source":"leinews_highlight","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>B站2025年营收303.5亿：同比增13% 调整后净利润25.9亿</title>\n<style 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margin: 0;line-height: 11px;}\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\">\nB站2025年营收303.5亿：同比增13% 调整后净利润25.9亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-05 18:19 北京时间 <a href=https://www.leinews.com/n32793/detail.html><strong>雷递网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷递网 乐天 3月5日哔哩哔哩（NASDAQ: BILI，HKEX:9626；以下简称“B站”）公布了截至2025年12月31日第四季度及全年未经审计的财务报告。财报显示，B站第四季度总营收达83.2亿元，同比增长8%，净利润同比提升478%；全年总营收303.5亿，同比增长13%；调整后净利润25.9亿，实现全年盈利。2025年，B站活跃用户数连续四个季度同比提速增长。四季度日均活跃用户达...</p>\n\n<a href=\"https://www.leinews.com/n32793/detail.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://leidinews-1256465536.cos.ap-chengdu.myqcloud.com/u_News/20260305/6390833154351581849592818.jpeg","relate_stocks":{"BK4509":"腾讯概念","BK1588":"回港中概股","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","BK4510":"在线教育","BK1608":"元宇宙概念","BK4554":"元宇宙及AR概念","BK1095":"互动媒体与服务","BK1615":"港股-互联网","BK1575":"同股不同权","BK1104":"互动家庭娱乐","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","BK4077":"互动媒体与服务","BK4531":"中概回港概念","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK1587":"次新股","BK4563":"昨日强势股","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK4503":"景林资产持仓","BILI":"哔哩哔哩","BK4513":"直播概念","BK4566":"资本集团","SG9999001051.SGD":"United Asia Fund SGD","BK4505":"高瓴资本持仓","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK4085":"互动家庭娱乐","SG9999006597.SGD":"United China-India Dynamic Growth 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用户增速连续攀升2025年，用户对优质内容的消费需求势头旺盛。第四季度，全站用户总时长同比增长19%，5分钟以上视频播放时长同比增长20%。旺盛的需求推动优质创作者持续涌现和成长，四季度，千粉以上的UP主数量同比增长30%。与此同时，UP主收入也在不断提升。25年全年，近300万创作者在B站通过广告、直播、充电等各种方式获得收入，人均收入同比增长21%。用户为优质内容付费的意愿进一步增长，全年有超1000万人为UP主充电观看付费内容。四季度，B站传统优势品类保持快速增长。其中，二次元内容播放时长同比增长12%，游戏品类内容播放时长同比增长24%。B站已成为海内外游戏厂商最认可的独家内容首发平台，2025年，有超30家海内外厂商，40多款游戏选择在B站独家首发内容。AI等新品类在B站持续涌现，成为新的内容特色。B站是中国内容最丰富，专业度最高的AI社区，每月有超1.2亿人在B站消费AI内容。四季度，AI内容播放时长同比增长53%。用户在B站追更AI技术趋势、评测模型性能、探讨应用场景，并与一线从业人员互动交流。去年7月，B站在全网率先推出了“视频播客”品类。目前，视频播客用户数突破6700万，累计播放时长超80亿分钟，诞生了一批如《鲁豫慢谈》、《于谦：多新鲜呐》、《罗永浩的十字路口》等头部栏目。2025年，有超过2.2亿用户在B站观看生活方式和消费类内容。四季度，汽车内容播放时长持续增长，其中技术解读内容的播放时长同比增长68%。同时，亲子类内容时长同比增长22%，户外潮流内容时长同比增长20%，体现出了B站年轻用户生活方式趋势的变化。同时，B站也在持续自制和引入精品内容。本季度，国创保持高速增长，播放时长同比增长56%。“最美的夜”跨年晚会，直播期间在线人数再创新高，成为了当代年轻人迎接新年的重要仪式。今年春节，B站再次与总台春晚达成合作，“弹幕看春晚”成为新年味。春晚直播期间，用户共发送了1.33亿条弹幕，当天日活同比去年除夕增长16%。由B站首次推出的“大年初一联欢会”，直播人气峰值接近9000万，持续霸榜热搜，收获全网正向口碑。社区生态的持续繁荣，推动B站用户规模连续四个季度提速增长。四季度，日均活跃用户数1.13亿，月均活跃用户数3.66亿，日均使用时长达107分钟。截至四季度末，B站正式会员数为2.84亿，第12个月留存率稳定在80%。广告收入加速增长 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