各项业务增长强劲 金山软件(03888.HK)实现一季度扭亏为盈
格隆汇5月26日丨金山软件(03888.HK)公布,截至2020年3月31日止第一季度,公司收益为人民币11.71亿元(单位下同),同比增长32.02%;营运溢利为3.85亿元,同比增长124.14%;母公司拥有人应占溢利为625.7万元,同期则亏损6776.4万元,基本每股盈利0.19元。
期内,来自网络游戏的收益为7.81亿元,较上年同期增长了30%,较上季度下降15%。同比增长主要来自用户活跃度及商业化能力提升的旗舰端游《剑网3》的健康增长,以及更加丰富的手游产品组合。环比下降主要来自《剑网3》的收益下降,系由于2019年第四季度成功推出大型资料片;来自办公软件及服务及其他的收益为3.91亿元,较上年同期增长36%,较上季度下降31%。同比增长主要来自随功能及服务升级而用户规模迅速扩大的WPS Office订阅服务收益的增长。环比下降主要由于销售淡季WPS Office授权业务及WPS Office网络广告推广服务收益下降,部分被WPS Office订阅服务收益的稳健及可持续增长所抵销。
2020年第一季度,金山办公业务稳健发展,WPS全线产品全球月活跃用户再创新高,主要得益于云办公产品和服务业务长势良好。在线文档产品金山文档表现尤其亮眼,并已发展成为国内规模最大的在线协作工具之一。WPS Office和金山文档庞大的用户规模优势进一步巩固了金山办公在国内办公市场的领先地位。该季度,为抗击新冠疫情,支持社会各界远程办公和复工复产,金山办公向各类政府机构、企业、学校和医疗机构免费提供了超过400万个商业协作版云办公账号;超百家政府单位及行业协会采用WPS业务旗下一站式云办公服务平台WPS+作为其远程办公首选产品。办公业务继续加码办公软件自主创新,北京金山办公软件股份有限公司荣获信息技术创新应用"先锋企业"称号,并首批入驻国家网络安全产业园经开区信创园;"WPS Office2019安全版办公软件"获得《2019年网信自主创新报告》"补天奖"及中国信息技术创新应用"优秀产品与技术奖"。这些突破为授权业务更好把握"云办公、信息技术应用创新和新基建"领域的产业机遇奠定了坚实基础。未来,金山办公将进一步发挥其技术优势,继续保持在文档和信息处理领域的主导地位和良好口碑,并积极优化用户体验,把最简单高效的办公产品和服务带给用户。
第一季度,网络游戏业务收益和用户增速同比保持强劲增长,体现了我们精品化研发的能力及持续丰富的IP内涵。旗舰端游《剑网3》收益和日均活跃用户分别同比增长33%和20%,剑侠系列其他端游收益同比增长44%。手游方面,主力手游《剑侠情缘手游》和《魔域》在一季度继续表现稳健。在新冠疫情爆发期间,公司积极响应国内防疫工作的号召,通过在游戏内设立募捐板块、提供免费游戏登录等多个慈善项目,不断向社会传递正能量,扩大IP影响力。
雷军总结道:"尽管爆发新冠疫情,我们很欣慰第一季度依然取得令人满意的成绩。公司业务展现了强大的抗压性,增强了我们对自身业务模式和未来发展充满信心。展望未来,我们将持继续加大在重点领域的投资力度,不断提升产品和服务质量,创新业务模式,致力为客户提供更优质的产品和服务。"
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.