嗶哩嗶哩-W(09626.HK):上半年淨營業額總額同比增加21.6%,達到143.4億元
格隆匯8月21日丨嗶哩嗶哩-W(09626.HK)發佈公吿,2025年上半年,集團保持強勁發展勢頭,在財務表現和社區參與方面取得了穩健的進展。集團成功實現了強勁的收入成長,提升了毛利率,並維持了盈利能力,同時培育了一個蓬勃發展的由高價值、高黏性的年輕用户組成的社區。
2025年上半年,公司營收持續增長,盈利能力持續提升。由於移動遊戲及廣吿業務表現亮眼,集團的淨營業額總額同比增加21.6%,達到人民幣143.4億元。得益於熱門策略遊戲《三國:謀定天下》(“《三謀》”)新賽季的出色表現,移動遊戲營業額同比增加68.0%,達到人民幣33.4億元。主要受益於集團廣吿基礎設施中人工智能的深度整合,廣吿效率及效果均有所提升,廣吿營業額同比增加20.0%,達到人民幣44.5億元。在營業額增長及營運效率的推動下,集團的毛利率從2024年上半年的29.2%提升至2025年上半年的36.4%。集團在公認會計准則及非公認會計准則經營開支方面均實現了經營槓桿,助力集團分別實現淨利潤人民幣2.076億元及調整後淨利潤人民幣9.228億元。
集團的業績表明了集團在中國Z+世代用户羣體中日益擴大的影響力。通過為用户提供優質內容,集團促進了用户更深層的互動,從而進一步賦能集團的商業生態系統。2025年上半年,集團的日活用户為1.08億,而月活用户則為3.652億,同比分別增長6%和8%。上半年,每位活躍用户的日均使用時長達106分鐘,而去年同期則為102分鐘。2025年上半年,月均付費用户達3180萬,同比增長10%。
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