魯大師(03601.HK)中期純利達4824.5萬元 每月活躍用户達1.59億
格隆匯8月21日丨魯大師(03601.HK)發佈公告,截至2020年6月30日止6個月,公司實現收入1.83億元人民幣,毛利9407萬元,期間淨利潤達4824.5萬元。
期間來自線上遊戲業務的收入自截至2019年6月30日止6個月的約人民幣2880萬元增加約93.3%至約人民幣5560萬元,主要由於疫情影響,居家隔離,用户使用電腦及其他移動設備進行娛樂活動時間增加,並且公司持續上線推出新遊戲,遊戲玩家增加。
毛利率於2019年及2020年6月30日止6個月分別約為50.2%及51.4%。毛利率上升,主要由於高毛利的線上流量變現業務收益比重較電子設備銷售業務上升。
公司的工具軟件魯大師是國內外的知名品牌,是一款專門為計算機╱智能手機提供硬件和系統評測及監控的軟件。通過提供魯大師軟件的免費下載及安裝,公司累積了龐大的用户基礎。於2020年6月30日,公司產品的每月活躍用户約為1.59億人。
此外,公司聯合研發並推出了魯大師電競加速器,一款通過魯大師跨境專線加速技術,完美解決國內遊戲用户登錄外服遊戲中的高延遲、頻繁掉線等核心體驗問題的計算機網遊電競加速器。旨在讓遊戲玩家能夠充分體驗競技遊戲樂趣,消除網路不穩定對遊戲體驗的負面影響。測試版於2020年3月上線,預計2020年下半年正式推廣。
因疫情期間居家隔離,用户使用電腦及其他移動設備進行娛樂活動時間增加,2020年上半年魯大師遊戲業務高速發展。隨着進一步完善精準推送及用户細分策略,並擴大線上遊戲廣告投放規模,在註冊轉化率、留存率、用户付費率以及活躍用户數據上均取得了較大提升。同時公司今年在遊戲發行業務加大投入,並已完成定製獨代頁遊產品兩款,其中一款已於2020年6月對外發行,剩餘一款計劃於2020年下半年發行。公司於2020年上半年定製H5遊戲及移動端遊戲兩款,其中一款引入知名動漫IP,並計劃在後續定製產品中加大IP內容投入,提升產品競爭力。
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