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金山軟件(03888.HK):美擬加強審核 金山系等將關注發展或考慮部署回歸
阿思達克 08-19 12:16
金山軟件(03888.HK)首席財務官吳育強在業績電話會議中指,對於美國擬加強審核中概股,他認為中概股回歸港股或A股是普遍會遇見的問題,因為美國會計準則有挑戰性,認為不僅影響中概股,對當地企業亦非好事,至於在美國上市的金山系或金山投資的公司未來亦會密切關注有關發展,在適當的條件及情況下,亦會考慮部署相關方案。

他指出上半年金山辦公增長不錯,第二季月活躍用戶增至4.54億戶,按年升三成,而6月份付費人數更達1,680萬戶,較年初增長四成,認為受惠疫情訂閱方面有強勁增長,料勢頭會延至下半年。而在軟件銷售方面,上半年受疫情拖累,估計下半年表現將有改善,而7、8月政府重啟招標,公司在很多省份均是百分百中標,有信心保持90%的市場佔有率。他透露過往微軟為最大競爭對手,但在中美貿易磨擦下微軟退場,而其他競爭對手相對較細,故公司等於獨佔龍頭,有信心下半年需求將加強。

吳育強指,手遊業務自年中開始幾乎每月都有遊戲發布,相信下半年手遊產品線強勁,加上端遊方面利潤亦豐厚,對全年遊戲展望有幫助,而《劍網3》增長勢頭強勁,預期其表現有望破2017年的紀錄。

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