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盛天網絡(300494.SZ):公司目前賬上現金超10億元 積極關注投資和併購機會
格隆匯 05-19 22:42

格隆匯5月19日丨盛天網絡(300494.SZ)5月18日舉行業績説明會時表示,相比傳統重資產行業在固定資產上的一次性投入,長期受益,互聯網行業雖然沒有高比例的固定資產,但是為了應對行業和技術的快速變化,每年都要投入大量的研發費用,呈現持續投入持續收益的特徵。高現金儲備是互聯網行業公司的普遍特徵,是高強度研發投入的底氣所在。公司目前賬上現金超10億元,既是公司創新投入的底氣,也為公司的投資併購提供基礎。

現金管理方面,首先公司每年要保持高額的研發資金投入,這其中也包括新遊戲產品的開發投入,這是公司發展的內生動力;閒置資金會合理購買以保本型、低風險為主的理財產品,在保證安全的前提下增加收益。

投資併購方面,公司一直在積極關注相關機會,主要考慮與公司主業有協同效應的橫向或者縱向機會,比如IP運營、遊戲CP、互聯網社交、前沿科技如AIGC應用、虛擬現實應用等方向。如果發現了合適的投資和併購機會,公司需要果斷出手,這時公司的現金儲備會是一個重要的保障。通過連續成功的投資和併購,公司可以更靈活迅速的進入新的領域,獲得外生增長動力。

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