《藍籌業績》騰訊(00700.HK)首三季非國際財務準則純利989.08億人幣升10.5%
騰訊控股(00700.HK)公佈截至今年9月底止首三季業績,純利1,298.64億元人民幣(下同),按年升29.2%;每股盈利13.634元。非國際財務報告準則純利989.08億元,按年升10.5%;非國際財務報告準則每股盈利10.384元。
期內收入達4,159.3億元,按年升19.4%。首三季EBITDA錄1,366.05億元,按年升6.9%;經調整EBITDA按年增11.5%至1,525.31億元。
騰訊表示,第三季期內受惠於商業生態加強及在餐飲、零售及交通等行業的滲透加深,活躍小程序數量按年增長超過40%;數字內容方面,收費增值服務付費會員數按年增長10%至2.35億人,視頻付費會員數增長8%至1.29億人。
中國落實未成年人遊戲防沉迷新規,騰訊表示,9月份未成年人在本土市場遊戲時長的佔比爲0.7%,較2020年9月的6.4%顯着下降;未成年人佔本土市場遊戲流水比例爲1.1%,亦較2020年同期的4.8%下降。
不過,受到 《王者榮耀》、《使命召喚手遊》及《天涯明月刀手遊》等遊戲的推動,第三季本土市場遊戲收入按年增長5%至336億元(按季增長5%)。國際市場遊戲收入按年增長20%至113億元(按季增長4%),或按固定匯率計算增長28%,主要是由於《Valorant》及《部落衝突》等遊戲表現強勁。
廣告業務收入增速放緩,騰訊預期由於宏觀環境挑戰及部分重點廣告主行業受監管影響,整體行業廣告價格在未來幾季可能仍然疲弱,估計廣告行業於明年經過重新調整基數後將恢復增長。
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