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美圖公司(01357.HK)盈喜:預計2023年度股東應占經調整淨利3.3億-3.7億元,同比增長約200%至230%
格隆匯 01-21 19:21

格隆匯1月21日丨美圖公司(01357.HK)公佈,預計集團將可能於截至2023年12月31日止年度根據非國際財務報吿準則取得約人民幣3.3億元至人民幣3.7億元之間的公司擁有人應占經調整淨利潤,相較於集團截至2022年12月31日止年度約人民幣1.11億元的公司擁有人應占經調整淨利潤,同比增長約200%至230%。

根據非國際財務報吿準則下公司擁有人應占經調整淨利潤(作為業內用於計量集團經營表現的慣常指標)的顯著增長主要由於透過會員訂閲收費的影像與設計產品業務收入快速增長:在生成式AI(Generative AI)技術驅動下,影像產品組合的訂閲會員滲透率持續快速上升,尤其是解決影像生產力需求的產品如美圖設計室、開拍等,在用户增長及訂閲會員轉化等表現超乎預期;和在全球化戰略推進下,集團的產品已覆蓋全球約195個國家及地區,促使中國內地以外的訂閲用户持續高速增長,推動全球影像及設計產品收入增加。

由於集團的影像與設計產品業務具有高毛利率,該業務的毛利快速增長帶動了運營槓桿效應,以致截至2023年12月31日止年度的公司擁有人應占經調整淨利潤大幅增加。

2023年,除經營表現優異外,非經營項目的整體變動亦為集團淨利潤帶來正面影響。董事會預計集團將可能於截至2023年12月31日止年度根據國際財務報吿準則取得約為人民幣3.40億元至人民幣3.90億元之間的公司擁有人應占淨利潤,相較於集團截至2022年12月31日止年度約為人民幣0.94億元的公司擁有人應占淨利潤,同比增長約260%至310%。非經營項目主要為加密貨幣的減值虧損撥回及商譽減值。

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