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美图(01357.HK)於日本及美国等高ARPU国家推订阅服务 严格遵守各国法律法规
阿思达克 08-26 18:04
美图(01357.HK)首席财务官颜劲良在中期业绩电话会议上表示,集团上半年非广告业务收入占比提升至42.9%,其中收入增长最快的是海外高级订阅服务,集团在去年上半年开始孵化该业务,并在去年下半年快速发展,透过掌握用户对修图的喜好,将有关服务设置成会员专用,令收入提升。另外,集团於今年上半年推出达人内容营销解决方案,为客户提供达人(KOL)社交平台广告营销服务。

他指,集团没有对广告及非广告业务收入定出具体比例,但估计现时广告商倾向不增加预算,料下半年广告业务不会有特别大增长,加上非广告业务快速发展,因此理论上下半年非广告收入占比会增加。

另外,首席执行官吴欣鸿提到,集团目前在付费意愿及用户ARPU比较高的国家开展订阅服务,如日本及美国等地,相信该服务亦可应用到中国市场,因中国用户亦有付费意愿且ARPU正在提升。

对於美国早前宣布进行净网行动,会否担心业务有政治风险,吴欣鸿强调美图发展海外市场多年,一直严格遵守各国法律法规及保护客户私稳,认为「不会有这方面问题」。

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