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閱文集團(00772.HK):疫情期間用戶閱讀時長及消費有增長 惟影視受負面影響
阿思達克 03-17 17:44
閱文集團(00772.HK)管理層在電話業績會議中表示,內地新型冠狀病毒疫情爆發對於在線業務影響偏向正面,因為用戶在家時間變長,閱讀時長及消費方面亦有增長,故對線上閱讀業務有一定幫助,公司亦有抓住機會吸引新用戶加入,並令現有用戶閱讀時長及消費增加。惟在免費閱讀方面,由於相關業務體量較細,加上主要是透過廣告收入變現,而首季廣告業面對淡季,故對相關業務亦有影響。

而在影視方面,他認為疫情影響偏向負面,電視劇拍攝進度有受影響,旗下新麗一部電視劇早前暫停了拍攝,到上周末才復工,另外亦有些劇集預計在4月或之後陸續開機,如疫情未有進一步惡化,相信對電視劇拍攝影響亦不大。而在電影業務方面管理層認為所受影響較大,因為現時內地院線關閉,仍未知何時開放營業,故暫未有播放渠道亦難產生收入貢獻,但他強調新麗今年電影項目相少,有兩部已拍完的電影原定在今年播出,但相關影響仍要進一步觀察,管理層亦多次強調劇集才是其核心業務。

他指出,今年的產品會以去年一樣,以精品為主,除現代劇以外亦會有閱文IP改篇的劇集等,而一些項目已入選各平台及電視台的選單,認為只要內容可如期推進,應可為今年帶來不錯的收益和回報。

管理層在電話會議中亦透露,認為去年內地政策收緊令很多項目都出現一定程度的延期,今年來看相信行業監管變化不大,但受疫情影響線上看劇用戶增長明顯,反映對劇集需求亦有增加,故料對整個行業亦有利。(el/a) ~

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