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金山軟件(03888.HK)料今年遊戲收入升逾20% 若版號恢復發放可升逾30%
阿思達克 03-24 11:50
金山軟件(03888.HK)去年網絡遊戲及其他業務收入按年跌近7%,單計第四季收入則增長8%。首席財務官吳育強表示,去年第四季推出《劍網1:歸來》、《武林閑俠》、《劍俠世界3》等新遊戲,僅貢獻數個月收入,認為相關IP發展穩健,今年將可貢獻全年度收入,推動遊戲收入預期可增長20%以上。 他續指,若遊戲版號恢復發放,預期今年全年遊戲收入可增長30%至40%,有助提升整體利潤率。首席執行官鄒濤強調,旗下有部分遊戲已取得版號,包括聯合開發的《魔域手遊2》及已上線的《臥龍吟2》等,而已推出的《劍網3懷舊版》一旦獲得版號使可啟動收費。他承認有部分遊戲若未能取得版號將延期推出,但現有遊戲產品發展亦不錯,相信未來實現強勁增長。 辦公軟件及服務業務佔總收入比重由2020年的40%提升至51%,吳育強指,旗下各家子公司近年高速發展,公司遊戲收入佔比由過去幾年的貢獻最多70%至90%,已降至今年的49%,預期未來3至5年辦公業務將以穩定高速增長,遊戲業務則預期波動性較強,相信辦公業務貢獻將持續提升。
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