雷蛇(01337.HK):疫情下硬件需求增 鏡頭、直播麥克風銷量顯著升
雷蛇(01337.HK)香港區總經理郭美琪接受訪問時指出,受新型冠狀病毒疫情影響,在家工作需求增加,間接令公司受惠,因為用戶足不出戶,對硬件的需求有所增加,特別是串流鏡頭及直播麥克風等銷售均有明顯增長,而軟件業務方面日活躍用戶亦有所提升,她指出公司在電商方面收入有所增長,而在「宅經濟」的推動下Razer Gold使用量及Razer Fintech B2B的支付處理業務亦錄得升勢。在香港市場方面,她指出本地線上店增長達雙位數,而旗下門店的表現亦符合預期。
郭美琪續指,公司在內地推出的寵物小精靈無線耳機亦遭「秘殺」,但由於產品只在內地銷售,原價不足千元人民幣的耳機在外國網站炒價達2,000-3,000美元,現時亦在洽商能否將產品拓展至其他市場。
投資者關係總監羅啟琳指出,疫情帶動了硬件的出貨,雖然在貨運高峰期亞馬遜的派送分了緩急先後,但由於公司有自己的線上商店,故在派遞上未受影響,雖然疫情仍帶來了不確定性,但下半年有新的遊戲主機推出,加上屬假期旺季,故對旗下的產品線感興奮,她又預期在軟、硬件及服務業務的增長勢頭於下半年能夠持續。
雷蛇早前夥財團申請新加坡虛擬銀行牌照,羅啟琳指出包括其財團在內共有5名申請者進入第二輪爭兩個牌照,料新加坡金融管理局或將在下半年才公布結果,如果其他東南亞國家推虛擬銀行公司亦有興趣參與,她指出包括金融服務在內的服務業務近年發展較快,去年計服務佔總收入接近一成,而毛利率則為40-50%,集團目標是五年後服務業務佔集團總收入的25%。
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