快手:2021年第一季度營收170億元
快手(01024.HK):快手應用平均日活躍用戶及平均月活躍用戶在2021年第一季度分別達到2.953億及5.198億,同時每位日活躍用戶的日均使用時長在2021年第一季度進一步提升至99.3分鐘,同比增長16.5%,環比增長10.5%。
第一季度調整後淨虧損49.2億元人民幣。
第一季度調整後未計利息、稅項、折舊及攤銷前虧損42億元人民幣。
第一季度線上營銷服務的收入同比增長161.5%至人民幣86億元,對總收入的貢獻首次超過50%。
第一季度其他服務(包括電商)的收入爲人民幣12億元,同比快速增長589.1%,電商交易總額同樣取得亮眼表現,同比增長219.8%,達到人民幣1,186億元。
2021年第一季度,快手應用的直播平均月付費用戶爲5,240萬,自2020年第四季度的5,080萬增長3.1%;每月直播付費用戶平均收入爲人民幣46.1元,自2020年同期的人民幣44.8元增長2.9%。
毛利由2020年同期的人民幣43億元增加64.1%至2021年第一季度的人民幣70億元。毛利率由2020年同期的34.2%增至2021年第一季度的41.1%。
我們2021年及2020年第一季度的可轉換可贖回優先股公允價值變動分別爲負人民幣513億元及負人民幣259億元,主要是由於本公司估值變動所致,而估值變動取決於本公司於首次公開發售中的股份發售價。
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