丁磊辞任网易有道董事，网易或重新聚焦游戏板块

红星资本局08-21 15:32

红星资本局8月21日消息，网易有道（NYSE: DAO）20日发布了2026年第二季度未经审计的财务业绩。　　财报披露公司董事会成员发生变更，因个人原因，丁磊（William Lei Ding）已辞去公司董事职务，自2026年8月18日起生效。公司董事会任命陈金海（Jinhai Chen）为新任董事，同日起履职。　　财报显示，2026年二季度，网易有道净收入达14.7亿元，同比增长3.5%，连续...

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Chen）为新任董事，同日起履职。　　财报显示，2026年二季度，网易有道净收入达14.7亿元，同比增长3.5%，连续...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202608213849241020.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":"ESPO","symbol_name":"VanEck Video Gaming and eSports 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DAO）20日发布了2026年第二季度未经审计的财务业绩。　　财报披露公司董事会成员发生变更，因个人原因，丁磊（William Lei Ding）已辞去公司董事职务，自2026年8月18日起生效。公司董事会任命陈金海（Jinhai Chen）为新任董事，同日起履职。　　财报显示，2026年二季度，网易有道净收入达14.7亿元，同比增长3.5%，连续八个季度经营利润为正。2026年上半年，网易有道净收入达28.1亿元，同比增长3.6%。　　财报显示，2026年二季度，有道AI订阅服务销售额约1亿元，同比增长20%以上。其中，有道词典、有道翻译中的AI同传功能，用户使用次数同比提升约100%。AI口语练习产品Hi Echo二季度销售额同比增长100%以上。　　从网易近两年的财报中，或许可以窥见网易创始人、CEO丁磊辞任网易有道董事的原因。　　2001年前后，网易还是一家以门户网站起家的互联网公司。当时面临退市风险，丁磊押注游戏，斥资30万美元收购研发团队，推出《大话西游》《梦幻西游》，公司由此“起死回生”。　　自2020年以来，网易营收增速持续放缓，2024年，公司营收增速尚不足2%，是近几年增速最慢的一年。在这一背景下，有媒体报道，创始人丁磊在2024年年底“重回一线”，直接接管了游戏业务的最高决策权。据南风窗报道，有知情人士称，游戏相关的有些任务甚至由丁磊直接下达。　　2025年，丁磊再次把精力放回游戏，但这一次不是赛道切换，而是结构调整。在多元化扩张趋于收敛、增长承压的背景下，丁磊开始重新审视游戏业务内部的资源配置与组织效率。　　今年2月，网易发布2025年全年财报。网易实现全年总营收1126亿元，同比增长6.93%；净利润338亿元，同比增长13.68%，这是自2020年以来，在营收增速持续放缓5年的背景下，网易首次实现明显反弹。　　2025年网易的游戏及相关增值服务收入为921亿元，占全年总营收的82%，首次突破总营收的八成。其中，在线游戏收入896亿元，同比增长11%，重回两位数增长。 　　▲企业财报截图　　2026年上半年，网易净收入为607亿元，同比增长7%。其中游戏及相关增值服务收入为507亿元，同比增长8.3%；有道净收入28亿元，同比增长3.6%；网易云音乐净收入40亿元，同比增长3.4%；创新及其他业务净收入32亿元，同比减少4%。　　可以发现，网易目前的增长主要依靠游戏业务拉动，而网易有道虽然营收利润双增，但有道的体量太小，对网易的净利润增长贡献有限。　　面对增长压力，丁磊辞任网易有道董事，或许意味着网易将继续把资源和精力重新聚焦于更具确定性的核心板块——游戏。　　综合公开资料、南风窗等（文章来源：红星资本局）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"-1","news_tag":"executive","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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; 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