Analysis of Bilibili Corporate Competitiveness and Investment Potential

Abstract

This study examines the corporate competitiveness and investment potential of Bilibili, a leading online video platform in China renowned for its strong community culture and dominance among Generation Z users. By integrating SWOT and PEST frameworks, the analysis explores BiliBili’s evolving business model, competitive positioning, and challenges in balancing growth with profitability. The research highlights BiliBili’s strategic shift from a niche anime platform to a diversified content ecosystem encompassing entertainment, education, and lifestyle, driven by its unique bullet-chat interaction and user-generated content. Despite its success in expanding advertising and subscription services, the platform faces persistent pressure from rivals like Douyin and Kuaishou, alongside regulatory risks and high operational costs. The study underscores BiliBili’s potential to leverage its loyal user base and technological innovation, such as AI-driven content moderation, to achieve sustainable monetization. However, uncertainties in profit realization and market competition pose significant risks. This analysis provides insights for investors weighing BiliBili’s long-term viability in China’s dynamic digital content industry, emphasizing the interplay between community-driven engagement and financial scalability.