芒果超媒(300413.SZ)業績快報：2020年度淨利潤同比升69.79% 芒果TV有效會員數達3613萬
格隆匯 2 月 26日丨芒果超媒(300413.SZ)披露2020年度業績快報，實現營業總收入140.02億元，同比增長12.01%；歸屬於上市公司股東的淨利潤19.63億元，同比增長69.79%；基本每股收益1.10元。
綜藝劇集齊發力，持續構建自有生態。綜藝方面，報吿期內，芒果TV上線了超過40檔自制綜藝，新創節目表現優異，綜N代不斷升級，夯實節目矩陣，築牢內容護城河。年度現象級綜藝《乘風破浪的姐姐》播放量超51億，樹立國內綜藝龍頭標杆。《朋友請聽好》《姐姐的愛樂之程》《説唱聽我的》等創新綜藝和《密室大逃脱(第二季)》《女兒們的戀愛（第三季）》《妻子的浪漫旅行(第四季)》等綜N代熱度好評雙收。劇集方面，芒果TV共有12個影視劇製作團隊，30家戰略合作工作室，逐步構建起優質、良性、可持續的影視劇自有內容生態。公司積極承擔重大文藝項目製作，《江山如此多嬌》禮讚脱貧攻堅，《百鍊成鋼》《理想照耀中國》獻禮建黨百年。《以家人之名》連續31天登上微博熱搜，《下一站是幸福》在疫情期間温暖人心，《隱祕而偉大》播出期間收視、口碑雙收，《向陽而生》首播收視率省級衞視全網第一。
強化智能中台賦能，提升芒果TV運營效能。構建智能中台，項目評估、運營、產品、技術等環節全部由中台完成，依託內容優勢，實現技術與內容深度融合，打通運營體系，多屏融合、廣吿會員互動，各業務板塊形成合力。會員業務方面，深耕會員權益，“青春芒果節”實現“文化+城市”品牌升級，推行多元化內容付費政策，推出優質IP會員定製版特別節目，拓展天貓、支付寶等渠道合作，2020年末，芒果TV有效會員數達3613萬，較2019年末增長96.68%，報吿期內，會員收入預計達32.55億元，同比增長92%。廣吿業務方面，積極探索新型營銷模式，《乘風破浪的姐姐》招商數據刷新多項紀錄，節目廣吿客户總數超40家，《下一站是幸福》創劇類廣吿招商新高，報吿期內，廣吿收入預計達41.39億元，同比增長24%。運營商業務方面，通過“內容+會員+活動+品牌”多維互動，探索本地內容及垂直領域創新，着力提升單省收入體量，報吿期內，運營商收入預計達16.77億元，同比增長32%。
重構影視劇生產體系，探索新增長極。聚焦現有業務發展的同時，公司也在全力推進重點新賽道、新產品的落地與執行。公司致力於創新電視劇生產和商業運營模式，啟動“芒果季風”計劃，打造國內首個台網聯動周播劇場；推出內容垂直電商平台“小芒電商”，形成以“視頻+內容+電商”為核心的全新視頻內容電商模式，探索公司業務發展新的增長極。
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