育碧(UBSFY)盘前跌超6% 新作缺位重组承压深陷亏损泥沼

金吾财讯05-21

金吾财讯 | 育碧(UBSFY)周四股价大跌，一度跌超18%，年内累计跌幅达 38%。现报1.07美元，跌6.14%。

消息面上，此次重挫源于公司预警 2026-2027 财年将持续亏损，叠加新作断层与重组开支，市场信心显著受挫。

第四季度业绩呈现结构性分化。当期净预订量达 4.15 亿欧元，超预期的 3.9 亿欧元，主要受益于库存商品热销。但同比 2025-26 财年同期（含《刺客信条：暗影》首发红利）暴跌 54%，核心大作断层问题凸显。

新财年展望难言乐观。受新游发行稀疏、为后续大作持续投入及重组费用拖累，育碧预计净预订量将呈高个位数下滑，非 IFRS 营业利润率同步近两位数负增长。尽管《彩虹六号：围攻》等线上项目稳健增长，仍难以对冲核心业务颓势。

债务与流动性压力升温。育碧称现金储备可覆盖短期到期债务，正评估融资方案以优化债务结构、保障财务弹性。公司重组计划持续推进，短期阵痛或延续至 2027-2028 财年，盈利修复尚需时日。

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