The interest on it! Haven't shot film Ali pictures 2015 annual net profit of 466 million Yuan-Alibaba, Ali pictures-IT information
Even if the profit, even though net profit up to 466 million Yuan, but China's first TV group by market capitalisation – aliying industry Outlook remains murky.
On March 29, the Alibaba group of pictures released by December 31, 2015 audited consolidated results for the year. Results showed that
Aliying 2015, $ 264 million in revenue, an increase of 108.3%, RMB 1.99 cents in earnings per share, attributable to shareholders net profit of 466 million yuan in 2014, compared to a net loss of 417 million Yuan.
466 million profit what is the concept? 2015, in addition to movie leading huayi brothers, film the leading JI media printed media with 980 million and 580 million profit outside the lead. Aliying gap to only 1-2 million, behind Yu Aofei, China policy rankings listed film and television companies-v-force established Studios media light .
But in fact,2015 Ali pictures and do not complete any of the movies is how to reverse the losses of up to 400 million by 2014? And 264 million of operating income to achieve net profit of 466 million?
The wings really plugged into the Internet, anything is possible?
The answer simply staggering – the exchange rate difference and bank interest rates have almost zero cost $ 890 million in revenue for aliying industry.
Doing business than "money money"
In June 2015, Ali film completed 12.1 billion Hong Kong dollars, causing the industry to "Ali what to buy" speculation. However, half a year in the past, the money didn't go anywhere, but quietly lying in accounts, 165 million Yuan for aliying industry bank interest income and 728 million in exchange rate gains.
If left to 890 million yuan in "financial income", Ali pictures – 2014 2015 remains loss of nearly 400 million Yuan the same.
In releasing earnings, Ali's pictures Zhang Qiang, Chief Executive, said, "was completed in 2015 from traditional film and television companies to the platform of the Internet company's strategic transformation, entered a new phase, at present, four major business sectors were involved in the operation, as global competition has laid a solid foundation for our participation in the entertainment industry. ”
Zhang said the four sections respectively for content creation, distribution, entertainment, e-commerce on the Internet and international business. Among them, in addition to "content production" outside the plates, all three are after 2015 aliying as "transition to a platform of the Internet company's strategies" make the new layout.
But, is it really as Zhang Qiang says, four businesses have entered the "high speed"?
I'm afraid not.
As noted above, in 2015, Ali pictures are not actually done any original film productions. Early release of several IP movie the Ferryman and the ten three III peach and the savage mind and directed by Zhao Wei's animated version of the Princess Pearl, is still in the shot--the business losses of 100 million Yuan.
Internet vision, you do in aliying business line is one of the few bright spots. Ali is the small age 4, mission impossible 5 as well as dispersing the third kind of love, service, and revenue of 130 million Yuan. But the sector's business, mainly by June 2015, Ali film spent 830 million Yuan to buy yueke software.
Be regarded as the richest Ali gene entertainment e-commerce business, by aliying film and entertainment industry spent $ 520 million acquisition of Taobao precious support. However, the transaction was completed on December 31, financial data and are not included in the 2015 results – revenues of 2.8 million.
In the field of international business, Ali, a Studio has completed only one project--it is maxed out in the fall we screen mission impossible 5, the Hollywood big-budget US $ 682 million in the box office, for a total of 68.7 million Yuan to the aliying industry.
In General, these four businesses a total of 260 million yuan of income to the aliying industry, growth in 2014, compared with 130 million Yuan, almost wholly created by the acquisition of yueke software.
If not included in financial income, after deducting operating costs, labor costs and management costs, 2015 Ali pictures and actual loss of 395 million Yuan-2014 is almost the same.
Internet + TV how do I get to
Of course, with one hand holding could buy "half the movie" Ali of the cash film and television cannot be us wantonly ridicule object. Might as well take this only "Internet + TV" companies, end of discussion and explore the Internet + television.
It is well known that since the end of 2014, Internet companies concentrated broke into the film industry, "a complete closed-loop" has been the film repeatedly stressed the concept of the Internet. Whether aliying, Tencent pictures, Baidu glutinous rice movies or music video pictures, Internet companies are all stressed that all sectors of the film industry to control.
Taken from investment, production, marketing, distribution, end play (including cinemas and networks was released), then to the subsequent development of derivatives, the Internet people will never give up any piece of cake. Comparative study of the traditional films in the area of content creation, Internet who gobbles up all ambitions clear.
Of course, specific to companies, companies play a distinctive reflect their characteristics.
To aliying industry for cases, in just announced of earnings in the, Ali pictures repeatedly stressed "platform type company" of positioning--to "entertainment treasure" solution television investment, and to hoarding "Super IP" solution script, and to merger purchased votes operating system (Guangdong section software docking has market Shang all ticket APP of interface) put control issued, last with "Taobao movie" provides movie derivative products of sales channel.
Aliying taibaodalan game day little sister is faintly seen Ma "Ali is the fourth largest infrastructure of water and land" – in other words, in addition to the original work, Ali pictures but also for the entire film industry provides the best solution.
And comparing that Tencent pictures CEO Cheng Wu's statement, Ali and Tencent character viewed from both companies. Cheng Wu, the "movie experience through film, literature, anime, games, derivatives, such as multiple IP operations together to achieve a comprehensive release of formation far exceeds the present consumption of entertainment. ”
With Tencent Tencent Tencent games and pictures, anime, read the texts composed Tencent interactive entertainment group universal entertainment business enterprise architecture, we see Tencent "connecting all" ambitions.
Of course, dreaming dreams, story to story. Attempt to cross-market, even for the rich, powerful BAT is also a threshold. Otherwise, collect BAT jointly issued the "highest investment in animation in the history of China," the xiaomenshen never bombed; otherwise, Ali today, film and television are unlikely to let billions of capital lying on the interest on the account, and doing nothing.
Both cashed the second movie company by market capitalisation, is also using the Internet to transform the traditional film industry, Ali's film and television studios and all of the Internet, also have to be patient and wait for some time.
靠利息！一部电影都没拍的阿里影业2015全年净利4.66亿元 - 阿里巴巴,阿里影业 - IT资讯
纵然扭亏为盈，纵然净利润高达4.66亿元，但是国内第一市值的影视集团——阿里影业的前景依然晦暗不明。
3月29日，阿里巴巴影业集团发布截至2015年12月31日经审核的全年综合业绩。财报显示，
阿里影业2015年总收入为2.64亿元，同比增长108.3%，每股盈利人民币1.99分，归属于公司股东的净利润为4.66亿元，2014年同期为净亏损4.17亿元。
4.66亿的利润是什么概念呢？2015年，除了电影龙头华谊兄弟、影视剧龙头印纪传媒传媒分别以9.8亿和5.8亿的盈利遥遥领先之外。阿里影业仅以1-2千万的差距，落后于奥飞、华策排名国内影视类上市公司第五——力压老牌影视公司光线传媒。
但事实上，2015年的阿里影业并没有完成任何一部影视作品，是如何逆转了2014年时高达4个亿的亏损？并以2.64亿的营业收入，实现4.66亿的净利润？
难道真的插上了互联网的翅膀，一切皆有可能？
其实答案简单的惊人——汇率差以及银行利息几乎零成本得为阿里影业带来了8.9亿收入。
做什么业务都不如“钱生钱”
2015年6月，阿里影业完成的121亿港币，引发了业界对“阿里到底要买啥”的猜测。然而，大半年过去，这笔钱哪都没有去，而是安安静静地躺在账上，为阿里影业带来1.65亿元的银行利息收入以及7.28亿的汇兑收益。
如果，抛去了这8.9亿元的“财务收入”，阿里影业2015年依然亏损近4亿元——与2014年别无二致。
在发表财报时，阿里影业首席执行官张强表示，“2015年完成了从传统影视公司向平台化互联网公司的战略转型，迈入了一个全新的阶段，目前，四大业务板块均进入高效运转期，为我们参与娱乐行业全球化竞争打下了坚实基础。”
张强所说的四大板块，分别为内容制作、互联网宣传发行、娱乐电子商务以及国际业务。其中，除了“内容制作”板块之外，后三者都是2015年阿里影业为“向平台化互联网公司的战略转型”做出的新布局。
但是，是否真的如同张强所言，四大业务板块都已经进入“高速运转期”呢？
恐怕未必。
如前文所述，2015年，阿里影业实际上并没有完成任何一部原创影视作品制作。早早放出的几大IP电影《摆渡人》、《三生三世十里桃花》、《蛮荒记》以及由赵薇指导的动画版《还珠格格》，都还处于拍摄阶段——该业务亏损1亿元。
互联网宣发，则确实是阿里影业业务线中为数不多的亮点。阿里为《小时代4》、《碟中谍5》以及《第三种爱情》提供宣发服务，并实现收入1.3亿元。但是这一板块的业务，主要由2015年6月，阿里影业斥资8.3亿元收购的粤科软件完成。
被视作最富有阿里基因的娱乐电子商务业务，由阿里影业斥资5.2亿美元收购的淘宝电影及娱乐宝支撑。然而，由于交易完成于12月31日，财务数据并不计入2015年财报——实现收入280万。
在国际业务领域，阿里影业只完成了一个项目投资——正是秋天刷爆我们屏幕的《碟中谍5》，这部票房达到6.82亿美元的好莱坞大制作，共为阿里影业带来了6870万元。
综合而言，以上四大业务共为阿里影业带来2.6亿元收入，相比2014年的1.3亿元增长，基本全部由收购项目粤科软件的创造。
如果不计入财务收入，再扣除运营成本、人力成本以及管理成本后，2015年的阿里影业实际亏损3.95亿元——与2014年几乎相同。
互联网+影视能怎么走
当然，手上握着能买下“半个影视圈”现金的阿里影视依然是不能被我辈肆意调侃的对象。倒不如借着这家目前唯一的“互联网+影视”上市公司，探一探互联网+影视的底。
众所周知，自2014年底，互联网公司密集闯入电影行业以来，“完整闭环”一直是互联网影业反复强调的概念。无论是阿里影业、腾讯影业、百度糯米电影还是乐视影业，互联网公司无一不强调对电影产业的全环节把控。
从投资、拍摄制作、营销发行、终端播放（包括影院上映和网络公映），再到后续衍生品的开发，互联网人决不放弃任何一块蛋糕。对比传统影业在内容创作领域的钻研，互联网人鲸吞一切的野心一览无遗。
当然，具体到各家公司，各家公司的打法都鲜明的体现出各自的特点。
以阿里影业为例，在刚刚公布的财报中，阿里影业反复强调“平台型公司”的定位——以“娱乐宝”解决影视投资、以囤积“超级IP”解决剧本、以并购购票操作系统（粤科软件对接了市面上所有售票APP的接口）把控发行，最后用“淘宝电影”提供电影衍生品的销售渠道。
阿里影业这样大包大揽的打法，让天小妹依稀看到了马云“阿里是水电和土地之后的第四大基础设施”的表述——换而言之，除了原创作品，阿里影业更要为整个电影工业提供最佳的解决方案。
再对比腾讯影业CEO程武的发言，阿里与腾讯两家公司的性格一览无遗。在程武看来，“电影体验将通过影视、文学、动漫、游戏、衍生品等多元IP运营协同实现全面的释放，形成远超当下的娱乐消费规模。”
结合腾讯影业与腾讯游戏、腾讯动漫、阅文集团共同组成腾讯互娱的泛娱乐业务的企业架构，我们看到的是腾讯“连接一切”的野心。
当然，梦想归梦想，故事归故事。跨市场的尝试，哪怕对于财大气粗、无所不能的BAT也是一道门槛。不然，集齐BAT联合发行的“中国史上最高投资动画”《小门神》也不会票房惨败；不然，今天的阿里影视也不会放任百亿资本躺在帐上收利息，而无所作为。
不论是兑现国内第二市值的影视公司地位，还是用互联网改造传统电影产业，阿里影视和所有的互联网影视公司们，都还需要再耐心等一段时间。