《新股消息》心动(02400.HK):与字节跳动产品互补 冀有积极合作
心动(02400.HK)今日(29日)起招股,主席兼首席执行官黄一孟出席记者会时,被问及内地针对游戏的监管增加对公司会否造成影响,他指出自己作为家长,亦会鼓励孩子在玩游戏时要有合理的时间分配,相信条款引导可令市场更健康发展,而从数据上来看,监管对现有产品影响较少。
而字节跳动(香港)亦为公司基石投资者,他指出字节跳动是十分棒的公司,而且拥有大量用户,双方在产品上有互补作用,而字节跳动亦希望在游戏领域有更大发挥,冀双方将有积极合作。
首席财务官龚睿指,公司游戏业务毛利率水平约60%左右,其中自研游戏毛利水平较高,而代理游戏的毛利则较低,现时两者比例约为「六四开」,相信假如自研游戏成功的话,毛利率有提升的可能性。另外信息服务TapTap毛利率则为90%左右,相信如其收入有增长,对毛利率水平亦有正面作用。而黄一孟则补充,公司在自研游戏上会有更多投入,现时大部分精力及关注都在自研游戏较多,认为是公司核心竞争力所在。
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