Looking at the future distribution map of the lease, Han Sanye and Yu Dong and others were taking a breath together. If the news they found was true, Li Changsheng had already won Jin Yi and UME, then the TVB theater chain will be very terrifying once next year is successfully established.
Although there are only more than 60 cinemas on both sides, there are more than 40 cinemas under construction, and nearly 100 of them will be completed by the end of next year. That is to say, by the end of next year, there will be more than 200 TVB theaters, and by the end of next year, it will probably reach about 300 in about 2015 years.
It doesn’t seem to be too many, after all, there are hundreds of cinemas of all sizes in Beijing alone. But the problem is that everyone else has luxury multi-cinemas with five-star standards with at least nine halls, and they are also the latest shopping malls and commercial centers, which are new crowd gathering areas and core areas.
If it is based on the box office share of the screening market, it is probably more than one-third, so there is a very likely content dispute that will be better than which side of the content. Even if they have Hollywood support, they are not very confident, because Hollywood may not give up TVB theaters, after all, Hollywood is not a monolithic part.
Mr. Han San: What's going on with Wanda?
Jiang Tao, a senior consultant of the Cinema Alliance, readjusted the PPT and replaced it with the future distribution of Wanda Cinemas. This is a third-party force that was overlooked before but has been developing vulgarly. However, because it does not have the production and distribution capabilities, it is not a real opponent for the time being, and it will even be the target of being attracted next.
Currently, there are 130 cinemas and 1,113 screens in more than 80 cities across the country, of which 94 IMAX screens are currently accounting for 145% of the box office share in the country.
Starting from 2012, Wanda Cinema will add more than 400 screens every year, and it is planned to open 260 cinemas by 2016, with 2,300 screens, ranking first in mainland China.
The main new cinema is based on the Wanda Plaza, which is crazyly expanded nationwide. It is self-produced and sold, with great cost and geographical advantages. Especially in the second and third-tier markets, there is almost no competitor. At present, in 2015, it can account for at least 25% of the entire market.
The group of people in the Cinema Alliance suddenly felt a little amused and cried. After doing so for so long, they jumped up and down so hard that they had lost half of their country without realizing it.
But they really have no choice. Although they have advantages in channel resources and connections, the expansion of physical theaters is different from the investment in general film and television dramas. If you don’t have money, you can’t speak, and it’s useless to find a bank. The funds involved are too huge, and ordinary people really can’t play around.
Wang Zhonglei: It’s all like this, why are you still involved? The group of people waiting for the Internet to be a pawn to see what they can fight. Anyway, this matter has nothing to do with us. Maybe Director Li can give us benefits and reduce our movie commission.
Huayi and Bona are the main content providers themselves, but theaters are just additional services. If they really can't do it, it seems that it is not impossible to increase revenue in content services.
After all, TVB Video itself does not exclude other competitors from coming to the screen. It is still very kind and fair in terms of sharing the profits. It is indeed profitable, so it has a lot of cooperation, which makes more money than before.
If they really want to take advantage of it, they naturally don’t mind turning against others and taking advantage of others. Now they obviously won’t get any advantage. It’s better to continue to make a fortune in this silent voice, why bother with those Internet giants?
After all, what Li Changsheng really influenced is the interests of those streaming media platforms and the Internet capital behind them. Originally, no one could make money, so we could fool investors' money.
Now you have made money, and what you have made is a lot of money. We still can’t make money. How can you fool us?
Once you can't fool the new leeks and you can't continue the current model, it naturally means that many streaming platforms will die. Since this is the case, it's better to just join forces to kill you.
I found that many people were staring at me, waiting for me, the leader of the martial arts world to make a decision. Mr. Han San didn't have any good ideas for a while, and finally chose to let everyone stop moving. Anyway, they were not the first to take action. It would be better to see what the Internet coalition could make before talking about it.
However, the old fried dough sticks present who have been with the domestic entertainment industry for many years have almost realized a cruel reality, that is, their era has ended, and the future domestic screening market will definitely not be able to cover up the sky, and it is very likely that the situation of the past three-point world will be reproduced.
What is most in their interests is likely to be the united forces to fight against TVB. TVB is the real enemy behind, and we have to unite to impose some restrictions on it, otherwise everyone will probably not have to play.
The moat, also known as the moat, was dug by man in ancient times, surrounding the entire city, palace, temple and other major buildings, and then diverted water into it to form an artificial river. It acts as a barrier to the city wall and has a defensive effect. On the one hand, it maintains the safety of the city, and on the other hand, it prevents the entry of siegemen or animals. This is the wonderful use of water by the ancients in defensive means.
At the Berkshire Hathaway annual meeting in 2000, Buffett said: Let's take the moat as the primary standard for a great enterprise, keeping its width and keeping it from being crossed.
We told our manager that we want the moat to widen every year, and that doesn't mean that there will be more profits this year than last year, because sometimes it's impossible.
However, if the moat is widening every year, the business will be very good.
When we see a very narrow moat, the business is in danger.We don't know how to evaluate this situation, so we don't think about it.We believe that all our businesses or most of our businesses have deep moats.We think those managers are widening them.Charlie, what do you think?
This is Buffett's moat theory and his long-term investment idea. What does this mean?
Li Zekai pointed to the three important knowledge points just written on the blackboard and said: Online streaming media platforms and paid on-demand mode, offline physical theaters and satellite TV stations that can cover the whole country, and the key points of linking online and offline TVB Film, which has the strongest production capabilities in the entire Chinese entertainment industry.
Li Changsheng built a TVB empire built by this trinity moat to make himself invincible in the entire Chinese entertainment industry, and then used this springboard to guide the film and television industry around the world. Although he didn't want to admit it, this guy is indeed very powerful and ordinary people can't play with him.
Although there are only more than 60 cinemas on both sides, there are more than 40 cinemas under construction, and nearly 100 of them will be completed by the end of next year. That is to say, by the end of next year, there will be more than 200 TVB theaters, and by the end of next year, it will probably reach about 300 in about 2015 years.
It doesn’t seem to be too many, after all, there are hundreds of cinemas of all sizes in Beijing alone. But the problem is that everyone else has luxury multi-cinemas with five-star standards with at least nine halls, and they are also the latest shopping malls and commercial centers, which are new crowd gathering areas and core areas.
If it is based on the box office share of the screening market, it is probably more than one-third, so there is a very likely content dispute that will be better than which side of the content. Even if they have Hollywood support, they are not very confident, because Hollywood may not give up TVB theaters, after all, Hollywood is not a monolithic part.
Mr. Han San: What's going on with Wanda?
Jiang Tao, a senior consultant of the Cinema Alliance, readjusted the PPT and replaced it with the future distribution of Wanda Cinemas. This is a third-party force that was overlooked before but has been developing vulgarly. However, because it does not have the production and distribution capabilities, it is not a real opponent for the time being, and it will even be the target of being attracted next.
Currently, there are 130 cinemas and 1,113 screens in more than 80 cities across the country, of which 94 IMAX screens are currently accounting for 145% of the box office share in the country.
Starting from 2012, Wanda Cinema will add more than 400 screens every year, and it is planned to open 260 cinemas by 2016, with 2,300 screens, ranking first in mainland China.
The main new cinema is based on the Wanda Plaza, which is crazyly expanded nationwide. It is self-produced and sold, with great cost and geographical advantages. Especially in the second and third-tier markets, there is almost no competitor. At present, in 2015, it can account for at least 25% of the entire market.
The group of people in the Cinema Alliance suddenly felt a little amused and cried. After doing so for so long, they jumped up and down so hard that they had lost half of their country without realizing it.
But they really have no choice. Although they have advantages in channel resources and connections, the expansion of physical theaters is different from the investment in general film and television dramas. If you don’t have money, you can’t speak, and it’s useless to find a bank. The funds involved are too huge, and ordinary people really can’t play around.
Wang Zhonglei: It’s all like this, why are you still involved? The group of people waiting for the Internet to be a pawn to see what they can fight. Anyway, this matter has nothing to do with us. Maybe Director Li can give us benefits and reduce our movie commission.
Huayi and Bona are the main content providers themselves, but theaters are just additional services. If they really can't do it, it seems that it is not impossible to increase revenue in content services.
After all, TVB Video itself does not exclude other competitors from coming to the screen. It is still very kind and fair in terms of sharing the profits. It is indeed profitable, so it has a lot of cooperation, which makes more money than before.
If they really want to take advantage of it, they naturally don’t mind turning against others and taking advantage of others. Now they obviously won’t get any advantage. It’s better to continue to make a fortune in this silent voice, why bother with those Internet giants?
After all, what Li Changsheng really influenced is the interests of those streaming media platforms and the Internet capital behind them. Originally, no one could make money, so we could fool investors' money.
Now you have made money, and what you have made is a lot of money. We still can’t make money. How can you fool us?
Once you can't fool the new leeks and you can't continue the current model, it naturally means that many streaming platforms will die. Since this is the case, it's better to just join forces to kill you.
I found that many people were staring at me, waiting for me, the leader of the martial arts world to make a decision. Mr. Han San didn't have any good ideas for a while, and finally chose to let everyone stop moving. Anyway, they were not the first to take action. It would be better to see what the Internet coalition could make before talking about it.
However, the old fried dough sticks present who have been with the domestic entertainment industry for many years have almost realized a cruel reality, that is, their era has ended, and the future domestic screening market will definitely not be able to cover up the sky, and it is very likely that the situation of the past three-point world will be reproduced.
What is most in their interests is likely to be the united forces to fight against TVB. TVB is the real enemy behind, and we have to unite to impose some restrictions on it, otherwise everyone will probably not have to play.
The moat, also known as the moat, was dug by man in ancient times, surrounding the entire city, palace, temple and other major buildings, and then diverted water into it to form an artificial river. It acts as a barrier to the city wall and has a defensive effect. On the one hand, it maintains the safety of the city, and on the other hand, it prevents the entry of siegemen or animals. This is the wonderful use of water by the ancients in defensive means.
At the Berkshire Hathaway annual meeting in 2000, Buffett said: Let's take the moat as the primary standard for a great enterprise, keeping its width and keeping it from being crossed.
We told our manager that we want the moat to widen every year, and that doesn't mean that there will be more profits this year than last year, because sometimes it's impossible.
However, if the moat is widening every year, the business will be very good.
When we see a very narrow moat, the business is in danger.We don't know how to evaluate this situation, so we don't think about it.We believe that all our businesses or most of our businesses have deep moats.We think those managers are widening them.Charlie, what do you think?
This is Buffett's moat theory and his long-term investment idea. What does this mean?
Li Zekai pointed to the three important knowledge points just written on the blackboard and said: Online streaming media platforms and paid on-demand mode, offline physical theaters and satellite TV stations that can cover the whole country, and the key points of linking online and offline TVB Film, which has the strongest production capabilities in the entire Chinese entertainment industry.
Li Changsheng built a TVB empire built by this trinity moat to make himself invincible in the entire Chinese entertainment industry, and then used this springboard to guide the film and television industry around the world. Although he didn't want to admit it, this guy is indeed very powerful and ordinary people can't play with him.
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