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港股異動 | 映宇宙大升超10% 海外業務或成新增長曲線
格隆匯 04-04 13:39
格隆匯4月4日丨映宇宙(3700.HK)大升超10%,報1.09港元,總市值21億港元。東吳證券發佈研究報吿稱,維持映宇宙“買入”評級,2023年隨着宏觀經濟的復甦,用户付費意願有望提升,同時公司也將加快線下相親業務在更多城市的佈局和推廣;海外業務也值得期待。公司2022年由於商譽減值損失,歸母淨虧損1.66億元;經調整淨利潤為3.88億元,同比-20%。期內降本增效取得成效,毛利率有所提升,由2021年的36%上升至40.3%。報吿中稱:2022年公司通過優質內容及玩法創新提高用户留存,優化流量分配算法,社交業務用户留存率和社交業務利潤率穩步提升。去年公司繼續多方向佈局,簽約數字人“映映”,嘗試虛擬直播等新業態,在玩法與內容方面持續創新,未來公司將持續加大研發投入,提升綜合研發實力。海外業務方面,在海外已上線包括閲讀產品、社交產品等,並初步完成商業閉環的驗證,2022年海外收入呈現出高速增長的態勢。今年公司將繼續重點聚焦海外泛娛樂賽道發展,以互動社交領域為核心,將運營經驗推廣複製到其他國家地區,深度挖掘本土需求,在更多市場實現突破。

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