美圖公司(01357.HK)盈喜:預期中期擁有人應占經調整淨利潤增長逾80%
格隆匯7月24日丨美圖公司(01357.HK)公吿,根據非國際財務報吿準則,截至2024年6月30日止六個月,公司擁有人應占經調整淨利潤相較去年同期預期錄得增長不低於80%。
由於上述指標剔除若干非現金及非運營項目(如股權激勵、加密貨幣的減值及減值回撥、長期投資公允價值變動以及應付子公司非控股股東的款項的重新計量虧損等),因此董事會認為上述指標對集團的運營表現更具參考意義。如果將若干非現金及非運營項目納入一併考慮,期間公司擁有人應占淨利潤相較去年同期預期錄得增長不低於30%。
集團透過會員訂閲模式收費為主的影像與設計產品業務收入持續高速增長,而該業務具有高毛利率,其快速增長帶動了運營槓桿效應,帶來更高的利潤增長。而該業務的收入增長主要由以下原因推動:(i)生成式AI技術提升影像與設計產品力,為用户提供效果更好的圖像和視頻處理、視覺創意設計等功能,持續驅動用户付費;和(ii)快速的全球化發展:集團的影像產品在中國內地以外的多個國家應用商店名列前茅,推動用户及訂閲會員的雙增長。
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