Who is the biggest loser behind the self-media queen with a valuation of hundreds of millions?

Recently, dozens of self-media accounts in the official WeChat account have been blocked, among which Poisoned Tongue Movies, Caring for Gossip Growth Association and Caijing Gossip Girl are the most mature capitalized accounts. Among them, the fastest in the capital market is the financial gossip girl, who has planned to declare the new third board this month; Last year, the valuation of poison tongue movies reached 300 million yuan. The investors behind the official accounts of these media WeChat may become the biggest losers in this title event.

Twenty-five official accounts of former self-media WeChat, such as Poisonous Tongue Movie and Caring for Gossip Growth Association, have been permanently sealed, and the financial gossip girl who wants to declare the New Third Board this month has also been sealed. Due to this wave of titles, last weekend became a sleepless night for a group of investors.

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A number of official accounts of WeChat from the media were blocked.

On the evening of June 8, 25 official WeChat accounts, including Poisonous Tongue Movie and Caring for the Eight Diagrams Growth Association, were blocked. The blocked official WeChat account page shows that the account is suspected of violating the Interim Provisions on the Development and Management of Public Information Services for Instant Messaging Tools.

On the evening of June 9th, a number of official WeChat accounts, including financial gossip girl, showbiz girl and Ba Shen film circle, stopped serving. At present, the historical articles published by clicking on the above account all show that the content has been complained by many people, and the related content cannot be viewed.

At present, about 30 banned media in the official WeChat account have not released more information. Its poisoned tongue, Guanba and financial Gossip Girl are the most mature capitalized accounts on the banned list.

What the market is most concerned about is the changes that the official WeChat account is facing, such as poison tongue movies. In response to the follow-up events, the market speculated whether the major media platforms would be further expanded. At the same time, whether the civilian small-scale operation of the media will also be affected compared with the media giants needs to observe the trend.

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Poisonous tongue movies were valued at 300 million last year.

The product form of poison tongue movies is WeChat official account, which mainly provides movie reviews and recommendations.

In July last year, Poisonous Tongue Film announced the completion of the A round of financing, which was led by Bai (Bertelsmann Asia Investment Fund). The official said that this round of financing was valued at 300 million yuan after completion. At the same time, the poison tongue film is Bertelsmann's first RMB project. Yue Ling Capital and Yonghua Investment, which received investment in the last round, participated in the follow-up investment and introduced whale capital, a new investment institution.

At that time, some media reported that its founder He Jun said that their official WeChat account had 2 million users and the whole network had 5 million users, which is expected to reach100000 by the end of the year. In recent years, the popularity of movie box office has driven the popularity of film-related industries, which He Jun believes is one of the main reasons for the successful financing of "poison films".

Another well-known "Caring for Gossip Growth Association", it is said that due to its unique views on gossip, the program has over 100 million hits in a short period of time and has gradually become an influential Internet entertainment program. It is understood that "Guanba" has only been financed once, in 20 15 years. At that time, teng letter, Geek Club Venture Capital and Ping An Innovation Investment Fund invested in Firecracker Liu Ming, totaling150,000 RMB, and Firecracker Liu Ming was the main operating company of WeChat official account Guanba.

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Financial gossip girl plans to declare the new third board this month.

Financial gossip girl runs faster in the capital market. The financial gossip girl first cut into finance and economics through Weibo and WeChat official accounts. Her slogan is: "Gossip is not an end, but close to the truth."

It is understood that two months ago, Bajin Culture Media (Beijing) Co., Ltd. (hereinafter referred to as "Bajin Media"), the operating entity of Financial Gossip Girl, announced the completion of a new round of financing11000000 yuan, with a valuation of1500000 yuan. Investors include Chen Tong, former editor-in-chief of Sina, Gaowei Capital and other well-known investment institutions and individuals. Yu Kun, general manager of Ba Jin Media, revealed that Ba Jin Media will acquire 3-5 high-quality new media platforms and actively prepare for listing. It is tentatively scheduled to declare the New Third Board in June this year. At present, the capital market roadmap of 20 17-20 19 has been determined, and March 3 1 day of 20 17 has been determined as the benchmark date for share reform, and the new third board will be declared in June of 20 17, and the second half of 20 18.

According to public information, financial gossip girl was founded on 20 1 1, and was hatched by 9 1 financial founder Xu. After more than seven years of development, Financial Gossip Girl has gradually developed into a new media matrix composed of Weibo V, WeChat head account and Financial Gossip Girl client APP, with over 5 million fans. In 20 16, Ba Jin Media was founded and began to operate as an enterprise, seeking financing with the help of content entrepreneurship and the economic explosion among online celebrities.

The subsequent changes of financial gossip girl may also become the market vane.

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Teng letter, a listed company, may become a big loser.

How much influence will this title bring to public companies such as poison tongue movies and their investors?

Liao, the investment director of Guangdong Huafu Asset Management Co., Ltd., said that the incident was a serious blow to the poisonous tongue film, and may even ruin several years of hard work. If the operator of the official account of Poison WeChat cannot transfer the original fans and traffic resources to other platforms or channels, and re-create the mode of realizing traffic, this investment project will face a fiasco. Liao pointed out that this will also have a great impact on dialogue. Although the failure of venture capital investment is relatively common, and the proportion of a single investment project in the fund is very small, the exposure of this incident is very large, which will inevitably have some adverse effects on Belarus.

German media giant Bertelsmann 1995 entered China and founded a book club. Bertelsmann Asia Investment Fund is one of the largest businesses of the group in China. Last year, Bai invested 65,438+00 new companies in China, including Instant, Lively, Poison Film, Sean at 6: 30, Maxim Finance, MENA mobile and so on.

Investors in Guanba should not be underestimated. Market speculation, listed company teng letter is likely to be the big loser.

According to public information, among them, teng letter Co., Ltd. is a listed company on the Growth Enterprise Market, engaged in Internet marketing, and specializes in providing customers with solutions such as integrated marketing and characteristic interactive marketing based on the Internet. At the same time, in the aspect of network celebrity marketing+professional network big V marketing, we set up non-standard marketing cooperation by setting up Beijing Yunwei Xingcan and many Weibo big V fans with more than one million fans.

It is understood that in 20 16, teng letter's share price changed dramatically, which was the first performance loss in more than five years. The performance forecast for the first half of 20 1 7 released by teng letter Co., Ltd. on June/0/7 shows that the company's performance is expected to drop by about 80% year-on-year, which also means that teng letter's performance will continue to be under pressure after the loss in 20 16 years. Teng letter did not specify the reasons for the year-on-year decline in expected performance.

prospect

The media start-up market may be shuffled.

Take the poisonous tongue movie as an example. How these well-known self-media WeChat official accounts will change in the future deserves market attention.

For content companies, e-commerce and advertising are two main ways of expression. Founder He Jun said that the company's short-term profit model will still be dominated by advertising, and advertising revenue is on the rise. In terms of product form, the poisonous tongue movie added video content on the basis of the original pictures and texts at the beginning of this year, and reached cooperation with major video platforms, with a monthly video broadcast volume of about 50 million.

About 30 well-known WeChat official account companies have been banned, which has released a signal to the market that a major reshuffle may be brewing in the media entrepreneurial market, and its team, structure, content, platform, brand and development model may have a huge turning point. Most importantly, how do they survive?