網易雲音樂(09899.HK)2024年營收穩增至79.5億元 經調整淨利潤增長超1倍 毛利率進一步飆升至33.7%
格隆匯2月20日丨網易雲音樂(09899.HK)公佈年度業績,截至2024年12月31日止年度,公司收入為人民幣79.50億元,同比增長1.1%;毛利為人民幣26.82億元,同比增長27.5%,毛利率由2023年的26.7%上升至33.7%;年內利潤 為人民幣15.65億元,同比增長113.2%,非《國際財務報吿準則》計量經調整淨利潤為人民幣17.00億元,同比增長107.7%。
用户方面,報吿期內,公司繼續保持領先的音樂衍生社區的用户黏性。每月活躍用户總數穩定增加,日活躍用户數╱月活躍用户數比率穩居30%以上。2024年,公司努力增強以音樂為中心的變現水平,加快了在線音樂收入的同比增長。會員訂閲收入同比增長22.2%。值得注意的是,在會員規模快速擴張的情況下,會員的留存率、聽歌時長及活躍度逐年提高。
內容方面,2024年,公司的曲庫在音樂曲目的數量及種類上保持穩定增長。2024年,公司繼續擴大音樂內容儲備,重點迎合年輕一代對流行音樂的興趣,同時持續專注於提高效率。JYP娛樂、Kakao娛樂和CJ娛樂等主要韓國音樂廠牌的加入繼續豐富着公司的音樂儲備。公司仍致力於推動優質華語原創音樂的成長。2024年,我們慶祝了獨立音樂人平台成立十週年。公司不斷提升自制音樂內容。2024年,《羅生門(Follow)》等幾首自制曲目名聲大噪。
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