金山软件(03888.HK):美拟加强审核 金山系等将关注发展或考虑部署回归
金山软件(03888.HK)首席财务官吴育强在业绩电话会议中指,对於美国拟加强审核中概股,他认为中概股回归港股或A股是普遍会遇见的问题,因为美国会计准则有挑战性,认为不仅影响中概股,对当地企业亦非好事,至於在美国上市的金山系或金山投资的公司未来亦会密切关注有关发展,在适当的条件及情况下,亦会考虑部署相关方案。
他指出上半年金山办公增长不错,第二季月活跃用户增至4.54亿户,按年升三成,而6月份付费人数更达1,680万户,较年初增长四成,认为受惠疫情订阅方面有强劲增长,料势头会延至下半年。而在软件销售方面,上半年受疫情拖累,估计下半年表现将有改善,而7、8月政府重启招标,公司在很多省份均是百分百中标,有信心保持90%的市场占有率。他透露过往微软为最大竞争对手,但在中美贸易磨擦下微软退场,而其他竞争对手相对较细,故公司等於独占龙头,有信心下半年需求将加强。
吴育强指,手游业务自年中开始几乎每月都有游戏发布,相信下半年手游产品线强劲,加上端游方面利润亦丰厚,对全年游戏展望有帮助,而《剑网3》增长势头强劲,预期其表现有望破2017年的纪录。
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