
一 | 注册“罗永浩”淘宝直播间的经纪公司为杭州交个朋友智慧科技有限公司,据启信宝APP显示,该公司成立于2022年9月23日,注册资本为100万人民币,法定代表人为赵慧利。据启信宝APP显示,赵慧利还担任杭州世纪睿科信息技术有限公司的法定代表人,杭州交个朋友智慧科技有限公司与杭州世纪睿科信息技术有限公司存在间接关联。东吴证券吴劲草、阳靖分析,未来罗永浩将会同时在淘宝和抖音两个平台分别进行直播。在平台经济反垄断法实施之后,已经不会有所谓“二选一”的情形。 Shah Rukh Khan's Red Chillies Entertainment has responded to Sameer Wankhede's defamation suit over a scene in Aryan Khan's show The Ba***ds of Bollywood. They claimed that while the show depicts an overzealous officer, it does not reference the Cordelia cruise case. IRS officer Sameer Wankhede pleaded in the Delhi High Court seeking an interim injunction on Aryan Khan's series. Responding to Wankhede's claims, senior advocate Neeraj Kishan Kaul, appearing for Red Chillies said that satire and fiction can co-exist. "Can satire and fiction co-exist? There is no law that it cannot co-exist. I may be partly inspired by real persons and stories, yet there can be disclaimers, no problem with two existing together. Where is the ill-will or malice? This is about a success story in a Bollywood party. We are not looking at people who are sensitive; hurt is not ground for malice. Can you pick a stray instance, a passage here or there? The series is about 20 different issues. We do not show a documentary on the Cordelia cruise incident. I am inspired by overzealous officers. That is far from saying that this is the Cordelia cruise story." For the uninitiated, in 2021, Wankhede who was with the Narcotics Control Bureau, arrested Aryan Khan from the Cordellia cruise over a drugs case. However, Khan's name was cleared later, and he was released from jail. In his show, there is a scene where an inspector from a fictional anti-narcotics agency arrests an actor over a false drug case. Wankhede argued that the officer shown in the show resembles him and urged that the scene should be removed from the show. Taking a dig at Wankhede, advocate Kaul also argued that Wankhede loves giving interviews to the media and spoke about the issues after the show released. He continued, "You cannot say that the person depicting ills in Bollywood cannot show overzealous officers. I cannot be responsible for what other people say… I am fully entitled to depict issues ailing Bollywood. Even if I am to project someone, a public official cannot be that thin-skinned. Even if I portray you unjustly it is still not a case. Every scene in this show is exaggerated. I am not ridiculing him or the emblem. I am talking about officials who have lofty idea." Wankhede sued Red Chillies, Netflix and Aryan Khan for defamation. The next hearing on this case is on Thursday. Also Read: ’Not Without Bias’- Delhi High Court Pulls Up Red Chillies Over Sameer Wankhede’s Defamation Case。对于罗永浩而言,同时在两个平台上直播将有助于接触到更多的客户。而抖音和淘宝的平台环境和客户心智都有很大差异,因此判断“交个朋友”将会在两个平台分别开设两个不同的直播间进行直播。

二 | 对于淘系平台而言,罗永浩/交个朋友的加盟将显著提升平台主播矩阵的整体实力,带来新流量且提升多样性;抖音平台受影响程度不大,一是抖音本身中心化程度低,罗永浩/交个朋友的占比不高,二是抖音交个朋友直播间已经不需要罗永浩亲自直播就能保证相当的成交额。2020年3月26日上午10点,罗永浩发布了微博和抖音视频,正式宣布抖音成为其独家直播带货平台,同时在当年4月1日晚8点开启首场直播。据中国经济网,2020年4月1日晚11点,新晋带货主播罗永浩在抖音完成了直播首秀。数据显示,整场直播持续3小时,支付交易总额超1.1亿元,累计观看人数超4800万人。罗永浩创下了抖音平台当时已知的最高带货纪录。

三 | 6月12日,@罗永浩发布微博称,将再次埋头创业,并退出所有社交平台。

四 | @罗永浩微博12日深夜发布消息称,一眨眼竟然快十三年了,过得真快啊。明天我就正式退出微博和所有的社交平台,再次埋头创业去了。想说的话其实还挺多,但基本上提前都跟@晚点LatePost说完了,他们应该是明天下午发稿。每日经济新闻记者注意到,此前,有媒体从知情人士处获悉,在6月份进行的一场内部讲话中,罗永浩宣布正式退出“交个朋友”管理层,但仍会以主播身份参与直播。在罗永浩“离开”83天后,交个朋友突然傍上老牌上市公司世纪睿科。8月29日晚,世纪睿科公告称,公司与交个朋友签订为期五年的独家合作协议。协议规定,世纪睿科将通过运营交个朋友旗下的抖音账号,向客户提供直播技术支持、现场运营、视频内容制作、产品销售等新媒体服务。预计在2022年11月1日达成合作条件后,交个朋友的收入和成本都会归到世纪睿科名下,交个朋友可按协议分成收益。2007年成立的世纪睿科,是一家全媒体应用解决方案供应商,包括内容制作、直播、系统维护及产品销售等服务,于2014年在港交所上市。多年来,世纪睿科为国内外大型项目、体育赛事等活动的视频直播和转播提供技术支持,如北京奥运会、中国首个直播星平台等,拥有丰富的全媒体行业经验。从公司业绩来看,世纪睿科2022财年中报显示,公司今年上半年营收同比增长23.51%至1.37亿元,归母净亏损2700.3万元,亏损同比扩大29.1%。

五 | 据2021财年年报,世纪睿科全年营收2.03亿元,同比增长32.28%,归母净亏损6161.5万元,亏损同比减少36.83%。

六 | 每经记者翻看世纪睿科公告发现,在与交个朋友签订独家合作协议前,世纪睿科就已率先布局了与短视频平台的合作,并签订了不低于50亿结算GMV(商品交易总额)的合作协议。但想实现这个数字目标并不容易,每经记者曾采访获悉,罗永浩带货2年,实现了100亿元GMV。其实,世纪睿科与交个朋友的合作,早已开始。“自去年底开始,交个朋友的一些子号已由世纪睿科负责运营。”交个朋友方面相关负责人向每经记者透露,罗永浩与世纪睿科高管李钧关系“很好”。

七 | 截至发稿,世纪睿科(HK1450)股价涨幅达7.3%,报2.94港元/股,总市值38.55亿港元。每日经济新闻综合自中国经济网、罗永浩微博、每经记者·杜蔚、东吴证券吴劲草、阳靖、公开资料。
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