东南亚网购热潮持续推高业绩 Sea(SE.US)Q2营收大增38%创新高

智通财经2025-08-12

智通财经APP获悉，东南亚互联网巨头Sea(SE.US)第二季度销售额超出分析师预期，主要得益于东南亚消费者日益倾向于通过线上渠道购买从iPhone到日常杂货等各类商品。受此利好消息刺激，公司股价在盘前交易中大涨超8%。财报数据显示，截至6月的三个月内，Sea营收同比增长38%至创纪录的52.6亿美元，远超分析师平均预估的50亿美元。净利润从上年同期的7990万美元跃升至4.142亿美元，不过...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2558364489?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-08-12 19:57","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2558364489","market":"hk","top_or_hot":-1,"title":"东南亚网购热潮持续推高业绩 Sea(SE.US)Q2营收大增38%创新高","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，东南亚互联网巨头Sea(SE.US)第二季度销售额超出分析师预期，主要得益于东南亚消费者日益倾向于通过线上渠道购买从iPhone到日常杂货等各类商品。受此利好消息刺激，公司股价在盘前交易中大涨超8%。财报数据显示，截至6月的三个月内，Sea营收同比增长38%至创纪录的52.6亿美元，远超分析师平均预估的50亿美元。净利润从上年同期的7990万美元跃升至4.142亿美元，不过...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1328705.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>东南亚网购热潮持续推高业绩 Sea(SE.US)Q2营收大增38%创新高</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n东南亚网购热潮持续推高业绩 Sea(SE.US)Q2营收大增38%创新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-12 19:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1328705.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，东南亚互联网巨头Sea(SE.US)第二季度销售额超出分析师预期，主要得益于东南亚消费者日益倾向于通过线上渠道购买从iPhone到日常杂货等各类商品。受此利好消息刺激，公司股价在盘前交易中大涨超8%。财报数据显示，截至6月的三个月内，Sea营收同比增长38%至创纪录的52.6亿美元，远超分析师平均预估的50亿美元。净利润从上年同期的7990万美元跃升至4.142亿美元，不过...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1328705.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2360107671.USD","symbol_name":"BGF FINTECH \"A4\" (USD) INC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1328705.html","article_id":"2558364489","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2558364489","pubTimestamp":1754999823,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，东南亚互联网巨头Sea第二季度销售额超出分析师预期，主要得益于东南亚消费者日益倾向于通过线上渠道购买从iPhone到日常杂货等各类商品。财报数据显示，截至6月的三个月内，Sea营收同比增长38%至创纪录的52.6亿美元，远超分析师平均预估的50亿美元。在佣金收入和广告收入双增长的推动下，Shopee第二季度营收同比增长34%至38亿美元。游戏业务Garena的预定量也增长了23%。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2360107671.USD":"BGF FINTECH \"A4\" (USD) INC","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","LU0441851309.USD":"JPM ASEAN EQUITY \"A\" ACC","LU2125910849.SGD":"Natixis WCM Global Emerging Markets Equity R/A SGD","BK4588":"碎股","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","SE":"Sea Ltd","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","BK4551":"寇图资本持仓","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0048573645.USD":"富达东盟基金","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4085":"互动家庭娱乐","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU1839390173.USD":"JPM ASEAN EQUITY \"A\" (USD) INC","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","SG9999002406.SGD":"利安新加坡信托基金","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0261945553.USD":"FIDELITY ASEAN \"A\" ACC","BK4585":"ETF&股票定投概念","LU0737861269.HKD":"FIDELITY ASEAN \"A \" (HKD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","SG9999002620.SGD":"LionGlobal South East Asia SGD","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","BK4503":"景林资产持仓","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0589944569.HKD":"ALLIANZ EMERGING ASIA EQUITY \"AT\" (HKD) ACC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","SG9999001135.SGD":"United ASEAN Fund SGD","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","LU0251143029.SGD":"Fidelity ASEAN A-SGD"},"translate_title":"Southeast Asia's online shopping boom continues to push up performance Sea (SE.US) Q2 revenue surged 38% to a new high","themeId":"3c1e57aecf1907bf2cec462558ca8061","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SE":0.9},"content_text":"智通财经APP获悉，东南亚互联网巨头Sea(SE.US)第二季度销售额超出分析师预期，主要得益于东南亚消费者日益倾向于通过线上渠道购买从iPhone到日常杂货等各类商品。受此利好消息刺激，公司股价在盘前交易中大涨超8%。财报数据显示，截至6月的三个月内，Sea营收同比增长38%至创纪录的52.6亿美元，远超分析师平均预估的50亿美元。净利润从上年同期的7990万美元跃升至4.142亿美元，不过略低于分析师预测的4.44亿美元。这一业绩表现部分缓解了市场对其电商平台Shopee发展前景的担忧。作为东南亚地区最大的在线零售平台，Shopee正面临来自字节跳动旗下TikTok Shop和阿里巴巴(BABA.US)控股的Lazada等资金雄厚竞争对手的激烈竞争。此外，Shein和拼多多(PDD.US)控股的Temu等新兴玩家也对这块拥有6.75亿人口、线上消费群体持续扩大的新兴市场虎视眈眈。为提升盈利能力，Shopee自去年初以来已逐步将核心市场的商家佣金率上调约三分之一。这一使Shopee收费水平高于竞争对手的举措，彰显了Sea凭借庞大用户基础和成熟物流体系吸引并留住商家的信心。在佣金收入和广告收入双增长的推动下，Shopee第二季度营收同比增长34%至38亿美元。Sea正通过拓展数字金融和物流等新业务来巩固市场主导地位，并向投资者证明其增长潜力。其物流业务SPX Express目前承担了Shopee每年数十亿包裹中的大部分配送任务，而金融业务(现更名为Monee)上季度销售额飙升70%至8.828亿美元。游戏业务Garena的预定量也增长了23%。马来亚银行证券分析师Hussaini Saifee在财报发布前表示：“过去Sea依靠游戏业务Garena的现金流来发展Shopee和Monee，如今这两大业务已具备更健康的资金状况。这使得Sea能够加大对Garena的投入，而该业务在过去一年半中也实现了强劲复苏。”Bloomberg Intelligence分析师Lea El Hage和Nathan Naidu表示：“SensorTower数据显示，竞争压力仍是潜在风险：在东南亚市场，Shopee 2025年第二季度的月活跃用户数(MAU)环比持平，而Temu增长55%，TikTok增长5%。在巴西市场，Shopee的MAU增长4.6%，MercadoLibre(MELI.US)增长5%，Temu则大幅增长35%。不过需要指出的是，Temu的高增长率源于基数较低——截至6月，其在东南亚的MAU仅为Shopee的6%，在巴西市场为13%。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.39.0","shortVersion":"4.39.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2558364489","isCrawlerRequest":true}