塗鴉智能-W(02391.HK)：一季度總收入6170萬美元 同比增長29.9% 綜合毛利率創下新高
格隆匯5月21日丨塗鴉智能-W(02391.HK)發佈公吿，2024年第一季度，總收入為6170萬美元，同比增長約29.9%；物聯網平台即服務(“PaaS”)收入為4560萬美元，同比增長約35.7%；智慧解決方案收入為750萬美元，同比增長約37.3%。2024年第一季度的毛利總額同比增加40.2%至2950萬美元，而2024年第一季度的毛利率由2023年同期的44.3%增加至47.8%。2024年第一季度物聯網PaaS的毛利率為46.4%，而2023年同期為40.5%。毛利率增加主要因產品組合變化、產品價值提升，以及與去年第一季度提供該等物聯網芯片及原材料相比，就週轉率低的特定物聯網芯片及原材料錄得逆轉。
Tuya創始人兼首席執行官王學集先生表示：“2024年是我們公司成立十週年。我們在這一年的第一季度以良好的財務和運營表現開局，並取得了重要戰略進展。在本季度，我們的總收入實現了穩健增長，綜合毛利率創下新高，並且在這個通常是淡季的季度首次實現了非公認會計准則的盈利。展望未來，技術創新仍然是我們戰略的核心，我們全面擁抱生成式人工智能，讓它落地到我們的產品及服務中，讓全球開發者高效創造更有趣、更有價值的智能設備和智能空間，讓未來有機會顛覆式增強用户交互體驗，探索全新的智能化商業機會。我們對引領不斷髮展的智能科技領域，併為客户和利益相關者持續創造價值充滿信心。”
Tuya董事兼首席財務官劉堯女士補充道：“在2024年第一季度，我們的財務表現強勁，超出市場預期。我們的核心業務——物聯網PaaS業務繼續強勁反彈，得益於海外消費電子需求的恢復和全球對智慧解決方案需求的穩步上升。我們的利潤率也持續改善，運營效率進一步提升。展望未來，我們致力於保持這一趨勢，推動收入長期增長並保持盈利，最終也為股東帶來更好的回報。”
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