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兑吧(01753.HK)年度業績:互聯網廣吿市場回暖,下半年營收環比大增112.1%
格隆匯 03-30 23:40

格隆匯3月30日丨兑吧(01753.HK)公佈,截至2022年12月31日止年度,集團錄得總收入人民幣16.17億元,較2021年增加約23.2%。該增長主要歸因於2022年度互聯網廣吿業務收入較2021年增長25.1%至人民幣14.26億元,反映由於廣吿客户的需求及預算回暖和平台線下流量於新冠肺炎疫情得到有效管控後復甦,以及持續研發投入導致2022年度的日活躍用户數及月活躍用户數分別由3020萬人增至3690萬人以及由4.34億人增至5.66億人。

集團於2022年下半年錄得收入人民幣10.99億元,較2022年上半年增加112.1%。2022年上半年收入相對較低,主要是因為2021年為集團廣吿業務作出主要收入貢獻的客户因經營所在市場環境變動而減少本年度預算。2022年下半年在新冠疫情得到有效管控的環境下,廣吿客户的需求及預算回暖,加之公司在互聯網企業等領域持續探索,業績相較2022年上半年實現了顯著增長。

公吿顯示,由於廣吿客户的需求及預算整體性復甦,且廣吿平台的線下流量亦出現顯着的改善,集團的增長記錄回暖;同時為了更好的服務廣吿主,集團更多的採購了大型公司平台的流量,因此集團互聯網廣吿業務成本上升迅速,導致毛利下滑。此外,集團用户運營SaaS業務因2022年第二季度的疫情管制,通勤和服務受到一定影響,業務增長出現階段性疲軟,2022年下半年集團繼續促進用户運營SaaS業務的變現。

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