雷蛇(01337.HK):內地加強遊戲監管對業務無影響
內地當局加強對網絡遊戲的監管,雷蛇(01337.HK)主席兼行政總裁陳民亮指出,公司主要在中國銷售遊戲設備,佔設備收入比重僅10%,加上在中國業務沒有受到監管,因此未見影響。
問到赴美上市可能性,他表示一直在評估在其他交易所上市的計劃,但目前未有最新消息可披露;又指未來會繼續審視股份回購計劃。陳民亮又強調,雷蛇不止銷售硬件設備,而是建構電競全生態系統,就硬件方面未來擬加強研發現有遊戲週邊設備,例如主機及遊戲椅等,並會強化大數據分析,促進用戶增長。
期內Razer Gold虛擬信用積分及Razer Fintech組成的服務業務收入按年增長13.8%,毛利率41.9%。財務總監陳崇能指,該業務增長潛力巨大,未來將運用部分經營所得利潤用於再投資,以拓展至更多海外地區,預期不會因為投資而產生虧損。
對於旗下電子支付服務Razer Pay及Razer Card等將在新加坡中止營運,策略總監李立民解釋,在推出兩年時間後充分了解到當地消費者需求,經評估後認為將資源投入在Razer Gold及Razer Fintech等正在快速增長的業務上會較合適。
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