The word says, this afternoon, tecent was released money signs up for first quarter. Had said before 8 elder sister, tecent although the money newspaper of last quarters is quite dark, but according to analysts forecast, it is a bit difficult to reckon this quarter Tecent wants to return. Do not pass, 8 elder sister saw Tecent new after the money of one season signs up for, can't help wanting to say, game is answered lukewarm, and such money is being obtained to declare in cold winter also is not easy sincerely.
Simple for say, the money this first quarter signs up for Tecent to receive those who anticipate not to amount to the market from battalion, but net profit respect exceeds the market to expect one big chunk. According to money newspaper, tecent 2019 net first quarter gain 27.21 billion yuan of RMB, and the market before this beforehand the number of appraise is 19.4 billion yuan of RMBs. But at the same time, the money of Tecent signs up for also flank reflected macroeconomic environment not beautiful.
Will say this quarter money of Tecent signs up for in detail below:
1, tecent net swims business is small are answered lukewarm.
The net of Tecent swims income of income network game is a RMB twenty-eight billion five hundred and thirteen million yuan, although relatively the corresponding period had small to glide last year, but compare with last quarters, that is very too much, annulus comparing grew 17.8% . And the net swims the proportion that business holds integral battalion to close also from last quarters 28.5% returned afresh 33.4% .
And believe Tecent net swims business can be in the 2nd quarter enters ascendant passageway afresh, after all, obtain edition order " peaceful elite " this month, before 5 days exceed 20 million dollar in running water of domestic App Store.
2, tecent " financial science and technology and company service " the position rises further.
Second money newspaper is here medium, tecent general " financial science and technology and enterprise serve " from " other " in only kind, reflect income as new branch, and " financial science and technology and company service " also became Tecent the 2nd big income contributes body. This kind is adjusted also showed Tecent is right of this part business take seriously.
Nevertheless, notable is, this part income of Tecent is added fast appeared to put delay, grow to be only compared to the same period 44% , annulus comparing did not grow. The explanation of Tecent respect is, because the rest pays gold fully,already turned to Chinese people bank since the middle ten days of a month in January oneself, record so that pay the accrual of golden remaining sum income fully no longer, your finance science and technology and company service revenue get adverse effect.
Nevertheless, tecent did not announce this first quarter the specific income figure of finance and Tecent cloud.
Additional, the gross profit of this part business leads Tecent to rise somewhat. By last year of the corresponding period 26% rise to 28% .
3, suffer economic environment effect, the advertisement income growth of Tecent puts delay considerably.
Money newspaper shows, the network advertisement income of Tecent grows 25% compared to the same period to the RMB 13.4 billion yuan, and last year the corresponding period, this part income grows 55% compared to the same period, the four seasons spent last year add compared to the same period fast for 38% . This also is come several years the nadir of Tecent advertisement income. Look apart, income of advertisement of gregarious and gregarious etc grows 34% compared to the same period only, this one word was the corresponding period last year 69% , media advertisement income is more gloomy, grow to be only compared to the same period 5% .
Tecent respect explanation says, because macroscopical environment has challenge sex, increase bigger base impact, of this business income add fast relatively in former years puts delay somewhat. Hum, such hands grasp even Tecent the most arrogant the company that breaks gregarious network is added fast put delay, visible, the advertising this year has many gloomy.
4, tecent still takes nearsightedness frequency seriously highly.
Notable is, tecent alluded again in money newspaper small inspect, the short video that weighs Tecent is vivid jerk is rising.
Tecent respect says: "Short like functional transcribe video is photographed inside the application that Chinese Internet user uses small letter and QQ generally, chat through the individual, group the form that reachs time axis a little is shared. Now, the user is daily upload number with 100 million plan the nearsightedness frequency communication to us and gregarious platform, we believe we are China uploads reach the banner platform that watchs this kind of user to achieve video formerly. We believe we are China uploads reach the banner platform that watchs this kind of user to achieve video formerly..
5, although Tecent net profit is exceeded,anticipate, but integral profit margin still bear pressure.
Money newspaper shows, first quarter, tecent net profit 27.21 billion yuan of RMB, grow 17% compared to the same period, annulus comparing grows 91% , this one word exceeds the market to anticipate greatly.
Nevertheless the gross profit of anatomize Tecent is led and running profit margin still glide. 2019 first quarter, the wool interest rate of Tecent is 46.6% , the corresponding period was last year 50.4% ; Management profit margin is 43% and the corresponding period was last year 41.8% . That is to say, the net gain of Tecent exceeds anticipate because because,market analyst is,more is of last quarters " pessimistic " , and those who give out is low anticipate. And Tecent the improvement of profit of this quarter net profit may be only " time lukewarm " , more or wait for an element because of financial, income tax.
Of course, below such economic situation, tecent hands over a such money to declare already special not easy.
Should enter the 2nd quarter immediately, the spring of Tecent is issueing a quarter to be reflected more apparently.