快手-W(01024.HK):料全年毛利率升至近50% DAU實現中單位數以上漲幅
快手-W(01024.HK)首席財務官金秉在業績會上預期,全年各業務線的收入能持續保持較好的增長態勢,經營效率隨之穩步提升,預計全年毛利率接近50%,相較去年全年毛利率水平有比較明顯的提升。毛利率持續改善的驅動因素包括收入結構的優化、高毛利的廣告及電商業務佔比提升、分成成本的有效控制和優化,以及通過技術創新手段不斷提升服務器和帶寬的使用效率等。
市場費用方面,他預計在今年全年日活躍用戶(DAU)實現中單位數以上漲幅的情況下,依然能保持全年市場費用絕對值與去年基本相當。公司會在保證完成用戶增長及時長目標的前提下,利用技術和營運手段,通過精細化營運進一步優化單用戶的獲客成本以及單DAU維繫成本。
他相信,隨著未來快手持續提質增效舉措的實施,集團的總體盈利能力能夠逐步提升。
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