【券商聚焦】华安证券维持网易(09999)“增持”评级指《永劫无间》手游将驱动未来增长_老虎社区_美港股上老虎

【券商聚焦】华安证券维持网易(09999)“增持”评级指《永劫无间》手游将驱动未来增长

金吾资讯2024-05-27

金吾财讯 | 华安证券发研指，网易(09999)一季度收入为268.52亿元，同比增长7.2%，一致预期为269.66亿元，基本符合市场预期。净利润(Non-GAAP)85.11亿元，同比增长12.5%，一致预期为82.18亿元，超出市场预期。游戏及相关增值服务收入为215亿元，同比增长7.0%。有道收入为14亿元，同比增长19.7%。云音乐收入为20亿元，同比增长3.6%。创新及其他业务收入为...

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Byron_3055
·2024-05-28
永劫无间手游网易王者荣耀现金流爆炸
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href=\"https://laohu8.com/S/NTES\">网易</a>(09999)一季度收入为268.52亿元，同比增长7.2%，一致预期为269.66亿元，基本符合市场预期。<span>净利润</span>(Non-GAAP)85.11亿元，同比增长12.5%，一致预期为82.18亿元，超出市场预期。游戏及相关增值服务收入为215亿元，同比增长7.0%。<a href=\"https://laohu8.com/S/DAO\">有道</a>收入为14亿元，同比增长19.7%。<a href=\"https://laohu8.com/S/09899\">云音乐</a>收入为20亿元，同比增长3.6%。创新及其他业务收入为20亿元，同比增长6.1%。毛利润为170亿元，同比增长14.2%。营业费用合计为94亿元，同比增长22.4%。</p><p>近期，网易的热门游戏在更多地区发布，持续扩展了影响力。储备游戏包括：《燕云十六声》、《永劫无间》手游、《七日世界》和《漫威争锋》。此外，网易更新了与暴雪娱乐的发行协议，将玩家钟爱的游戏带回中国市场，并将与<a href=\"https://laohu8.com/S/MSFT\">微软</a>游戏展开更广泛的合作。该行表示，《永劫无间》手游将驱动未来增长。</p><p>该行预计CY24/25/26年归母净利润(Non-GAAP)分别为380.32/441.92/488.83亿元，前次预测值CY24/25/26年分别为373.04/413.19/444.80亿元。维持“增持”评级。</p></article></body></html>","source":"tencent","collect":0,"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 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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【券商聚焦】华安证券维持网易(09999)“增持”评级 指《永劫无间》手游将驱动未来增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-27 15:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405271523179ef1a8d3&s=b><strong>金吾资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金吾财讯 | 华安证券发研指，网易(09999)一季度收入为268.52亿元，同比增长7.2%，一致预期为269.66亿元，基本符合市场预期。净利润(Non-GAAP)85.11亿元，同比增长12.5%，一致预期为82.18亿元，超出市场预期。游戏及相关增值服务收入为215亿元，同比增长7.0%。有道收入为14亿元，同比增长19.7%。云音乐收入为20亿元，同比增长3.6%。创新及其他业务收入为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405271523179ef1a8d3&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09999":"网易-S"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405271523179ef1a8d3&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2438871282","content_text":"金吾财讯 | 华安证券发研指，网易(09999)一季度收入为268.52亿元，同比增长7.2%，一致预期为269.66亿元，基本符合市场预期。净利润(Non-GAAP)85.11亿元，同比增长12.5%，一致预期为82.18亿元，超出市场预期。游戏及相关增值服务收入为215亿元，同比增长7.0%。有道收入为14亿元，同比增长19.7%。云音乐收入为20亿元，同比增长3.6%。创新及其他业务收入为20亿元，同比增长6.1%。毛利润为170亿元，同比增长14.2%。营业费用合计为94亿元，同比增长22.4%。近期，网易的热门游戏在更多地区发布，持续扩展了影响力。储备游戏包括：《燕云十六声》、《永劫无间》手游、《七日世界》和《漫威争锋》。此外，网易更新了与暴雪娱乐的发行协议，将玩家钟爱的游戏带回中国市场，并将与微软游戏展开更广泛的合作。该行表示，《永劫无间》手游将驱动未来增长。该行预计CY24/25/26年归母净利润(Non-GAAP)分别为380.32/441.92/488.83亿元，前次预测值CY24/25/26年分别为373.04/413.19/444.80亿元。维持“增持”评级。","news_type":1,"symbols_score_info":{"09999":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}