恒腾网络(0136.HK):南瓜视频会员数量超3610万人
格隆汇获悉,2月7日,恒腾网络(00136.HK)发布公告,旗下南瓜电影APP一月新增注册会员85.8万人,新增付费会员91.5万人。截至1月末,南瓜电影累计注册会员3610.7万人,付费订阅用户592.7万人。

以中国版Netflix为定位的南瓜电影,是国内最大的会员订阅制视频平台。尤其自恒腾网络去年10月宣布收购以来,南瓜电影用户数量持续爆发式增长。多家机构预计,到今年末其付费用户将达2200万,装机量超2亿台/次。
流媒体已成为全球资本市场最火热的赛道,目前Netflix用户数量超2亿人,市值近1.9亿港元。分析人士认为,南瓜电影背靠庞大的中国互联网市场,用户数量有望迅速赶超Netflix,但目前恒腾网络市值仅为Netflix的1/36,未来市值赶超Netflix并非不可能,意味着恒腾网络股价拥有近36倍的上涨空间。
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