辦公軟件及服務收益高速增長 金山軟件(03888.HK)2021年第三季度純利環比大增1061%
格隆匯11月16日丨金山軟件(03888.HK)公佈，截至2021年9月30日止三個月，公司收益為人民幣15.10億元，同比增長8%，環比增長2%；營運溢利為人民幣2.87億元，同比減少21%，環比增長25%；母公司擁有人應占溢利為人民幣5.65億元，同比減少15%，環比增長1,061%，每股基本盈利為人民幣0.41元。
期內，來自網絡遊戲及其他和辦公軟件及服務的收益分別佔集團2021年第三季度收益總額的47%及53%。來自網絡遊戲及其他業務的收益為人民幣7.065億元，較上年同期下降13%，較上季度增長2%。同比下降主要是由於現有遊戲收益減少，部分被新推出手遊貢獻的收益抵銷；來自辦公軟件及服務業務的收益為人民幣8.037億元，較上年同期增長37%，較上季度增長2%。同比增長主要是由於北京金山辦公軟件股份有限公司("金山辦公")及其附屬公司(合稱"金山辦公集團")的授權業務強勁增長及個人訂閲服務業務快速增長。
2021年第三季度，辦公訂閲服務業務繼續保持同比高速增長。金山辦公集團着重優化辦公協作場景並上線新功能，有效提升用户活躍數及付費用户數的穩定增長，並持續推動付費用户由隨機需求向長期應用轉化。截至2021年9月底，主要產品月度活躍設備數為5.21億，較上年同期增長14%。隨着用户對雲協作辦公方案的需求不斷提升，在第三季度，金山文檔的用户數已超新冠疫情期間的峯值。針對中小企業及團隊的協作和輕辦公需求，金山辦公集團投資了低代碼PaaS平台服務商炎黃盈動，形成數字化轉型方案，實現從辦公場景到業務場景的互補。
該季度網絡遊戲業務收益環比保持穩定。旗艦端遊《劍網3》及經典劍俠2D端遊收益環比穩健，彰顯核心IP健康可持續的生命力。八月，《劍網3》舉辦其十二週年慶典，主題活動以當代青年喜愛的展現形式融合中國傳統文化，廣受讚譽。十月，《劍網3》上線其年度資料片『北天藥宗』，推出以傳統中醫文化為主題的新門派，並對遊戲玩法進行了革新，獲得玩家喜愛。此外，《劍網1：歸來》已於十月在國內上線。
研發方面，2021年第三季度的研發成本為人民幣6.208億元，較上年同期增長28%，較上季度增長17%。增長主要是由於員工人數以及員工相關開支增加。
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