金山办公上半年净利增长237%:投资收益贡献显著,AI商业化仍在探路

每日经济新闻08-19

8月19日晚间,金山办公(SH688111,股价247.13元,市值1147亿元)披露2026年半年度报告。上半年,金山办公实现营业收入33.13亿元,同比增长24.69%;归属于上市公司股东的净利润25.18亿元,同比增长236.94%;扣除非经常性损益后的归母净利润24.87亿元,同比增长241.99%。基本每股收益由上年同期的1.62元增至5.44元。与超过两倍的表观净利润增幅相比,金山办公...

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365业务实现收入4.97亿元,同比增长60.84%,是三项主要业务中增速最快的一项;WPS软件业务实现收入7.22亿元,同比增长33.36%。此外,其他业务收入0.80亿元,同比增长37.30%。主营业务继续增长的同时,费用投入也在增加。上半年公司营业成本5亿元,同比增长25.83%;销售费用5.98亿元,同比增长24.95%;管理费用2.77亿元,同比增长26.65%;研发费用11.52亿元,同比增长20.17%。公司称,营业成本增加主要来自业务增长带来的服务器租赁存储及带宽成本、第三方服务费成本增加;研发费用增长则主要因为研发人员数量增加。截至6月末,公司研发人员为3962人,较上年同期的3533人增加429人,占员工总数64.09%;上半年研发投入11.52亿元,研发投入占营业收入比例为34.76%,同比下降1.31个百分点。此外,报告期内,金山办公投资收益达到19.14亿元,而上年同期为1.33亿元,同比增长1334.29%。金山办公在半年报中表示,主要系本期对联营企业和合营企业的投资收益增加所致。具体来看,权益法核算的长期股权投资收益达到17.56亿元,上年同期则为亏损1365.32万元;此外,定期存款取得投资收益1.42亿元,处置交易性金融资产取得投资收益1610.72万元。与此相对应,截至报告期末,金山办公长期股权投资账面价值增至34.68亿元,较上年末增长103.05%。现金流方面,金山办公上半年经营活动产生的现金流量净额为6.43亿元,同比下降12.96%。公司解释,主要系支付给职工及为职工支付的现金与支付各项税费的现金流出增长,并称剔除本期投资收益浮盈的预缴所得税影响后,经营活动现金流量净额同比实现正增长。AI商业化开始探索用量计费截至报告期末,WPS Office全球月度活跃设备数达到6.76亿,同比增长3.87%。其中,PC版月度活跃设备数3.36亿,同比增长10.14%;移动版月度活跃设备数3.40亿,同比减少1.65%。国内WPS个人业务收入18.33亿元,同比增长13.19%,累计年度付费个人用户数达到4825万,同比增长15.44%。海外业务增速相对更快。上半年海外WPS个人业务收入2610.13万美元,同比增长43.79%;海外月度活跃设备数达到2.44亿,其中PC版海外月度活跃设备数4783万,同比增长38.11%。商业化探索层面,金山办公表示,将在现有订阅模式基础上探索“订阅+AI用量”等商业模式,根据用户对复杂办公任务、高阶智能服务的使用深度及AI资源消耗,推动AI原生办公产品逐步形成新的收入贡献。企业端WPS 365的商业化层面,金山办公同样提出从单纯订阅向AI用量延伸。半年报称,金山办公将结合企业级AI产品的应用方式和客户需求,积极推进WPS 365商业模式升级,在订阅模式基础上,通过“席位+AI用量”相结合的方式,更好匹配不同企业客户的AI使用深度和业务需求,进一步拓展企业客户的价值空间,逐步形成AI产品对WPS 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