金山軟件(03888.HK)第二季度母公司擁有人應占溢利達5.32億元 研發成本增長15%
格隆匯8月20日丨金山軟件(03888.HK)宣佈,2025年第二季度的收益為人民幣2,307.4百萬元,同比下降7%,環比下降1%。2025年第二季度的辦公軟件及服務業務收益為人民幣1,355.7百萬元,同比增長14%,環比增長4%。同比增長主要是由於北京金山辦公軟件股份有限公司及其附屬公司的WPS 365及WPS個人業務的增長。WPS 365業務的強勁增長主要歸因於增強的產品力,優質的服務,以及通過複製及推廣典型解決方案實現的行業及業務場景的深入滲透。WPS個人業務的穩健增長主要受豐富的AI功能、提升的用户體驗以及優化的運營策略所推動。
2025年第二季度的網絡遊戲及其他業務收益為人民幣951.8百萬元,同比下降26%,環比下降8%。同比下降主要由於二次元遊戲《塵白禁區》及《劍網3》於2024年第二季度的基礎較高所致。環比下降主要由於《塵白禁區》及《劍網3》的下降所致,部分被其他遊戲的收益增長所抵銷。
2025年第二季度的研發成本為人民幣853.8百萬元,同比增長15%,環比增長3%。同比增長主要受對人工智能(AI)及協作能力的持續投資,以及對新遊戲品類的投入增加所推動。
2025年第二季度的扣除股份酬金成本前的營運溢利為人民幣453.7百萬元,同比下降48%,環比下降31%。2025年第二季度的母公司擁有人應占溢利為人民幣532.4百萬元,而2024年第二季度及2025年第一季度的溢利分別為人民幣393.4百萬元及人民幣283.9百萬元。
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