友誼時光(06820.HK)盈喜:預計上半年盈利3800萬元-4400萬元 同比大幅扭虧
格隆匯7月17日丨友誼時光(06820.HK)公佈,,根據集團截至2025年6月30日止六個月未經審覈綜合管理帳目的初步評估及目前可得數據,集團預期報告期內錄得收益約人民幣6.00億元至6.50億元,同比增長約14.1%至23.6%;報告期內錄得溢利約人民幣3,800萬元至4,400萬元,扭虧爲盈,同比增長約152.5%至160.8%。
集團報告期內溢利同比增長的主要原因是:(1)新遊戲帶來的收益增量,其中小遊戲《杜拉拉昇職記》及《凌雲諾》表現亮眼;(2)報告期內高毛利渠道收入佔比提升,帶動毛利率增長約5個百分點;及(3)報告期內研發費用率和銷售費用率均有所下降。
新遊戲方面,歡樂廚房派對手遊《暴吵萌廚》於2025年5月28日公測上線,迅速登頂蘋果AppStore、華爲、小米、VIVO、TapTap等各渠道排行榜。公測首日,《暴吵萌廚》攜手童年零食頂流「旺仔小饅頭」和中國美術學院帶來聯動內容。同時,遊戲以「以廚之名」爲主題,跨圈聯動超過30家美食、零食、茶飲品牌,其中包括衛龍辣條、絕味鴨脖、和府撈麪、洽洽食品、小楊生煎等知名消費品牌,碰撞出更多有趣的活動和生態。
於2025年7月14日,《暴吵萌廚》S2賽季「精靈之森」正式開啓,推出全新賽季關卡及休閒玩法。期間遊戲與餓了麼開展異業合作,餓了麼17吃貨節「暴吵萌廚」專場活動同步開啓。
公司的儲備遊戲包括《代號:戀人》、《代號:花》、《代號:遺蹟》、《代號:MX》等正在研發測試中。
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