赤子城科技(09911.HK)預期一季度社交業務收入同比增長約65%
格隆匯4月19日丨赤子城科技(09911.HK)公吿,董事會欣然宣佈截至2022年3月31日止未經審核營運數據如下:(i)集團社交業務累計下載量達3.86億,較2021年12月31日上升約12%;2022年第一季度社交業務平均月活達約2,227萬,環比增長約7%;於2022年第一季度,集團社交業務收入預期將錄得約人民幣6.25至6.5億元,較2021年同期增長約65%,實現持續大幅增長,其主要得益於社交應用在全球範圍內的高速發展及內容生態的持續完善,尤其是在歐美、日韓等發達市場的突破;(ii)於2022年第一季度,集團創新業務收入預期將錄得約人民幣4000至5000萬元。其主要歸因於(1)集團原有流量變現業務迭代影響及(2)集團精品遊戲業務尚未進入規模化推廣階段。
社交業務指Yumy、MICO、YoHo等社交應用;創新業務指精品遊戲、休閒遊戲等。此前,集團收入劃分為增值服務業務收入及流量變現業務收入,分別反映本集團社交業務及遊戲業務的收入情況。隨着本集團戰略升級,社交業務成為集團的主營業務及核心收入來源,遊戲業務的變現方式已不侷限於流量變現,還增加了增值服務。原有收入劃分方式已不能直觀反映各業務線收入情況,為了更加準確地反映各業務線的發展情況,本集團按照社交業務及創新業務兩條業務線進行收入劃分。
公司將繼續深耕全球開放式社交賽道,豐富音視頻社交產品矩陣,推進全球本地化運營,優化社交與內容生態。公司將大力開拓歐美、日韓等發達市場,獲取更多高價值用户,同時進一步提升在中東、東南亞等新興市場的滲透率,擴大社交產品在全球的品牌影響力。
公司還將持續探索海外市場多元發展機遇,積極佈局精品遊戲、元宇宙等創新業務,進一步擴大創新業務的規模,實現多維度增長。
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