嗶哩嗶哩-W(09626.HK)第二季度經調整淨利潤達5.61億元 毛利率上升至36.5%
格隆匯8月21日丨嗶哩嗶哩-W(09626.HK)公告，2025年第二季度，淨營業額總額達人民幣73.4億元（1,024.3百萬美元），同比增加20%。廣告營業額爲人民幣24.5億元（341.9百萬美元），同比增加20%。移動遊戲營業額爲人民幣16.1億元（225.1百萬美元），同比增加60%。
毛利潤爲人民幣26.8億元（373.5百萬美元），同比增加46%。毛利率達36.5%，較2024年同期的29.9%有所增加。淨利潤爲人民幣218.3百萬元（30.5百萬美元），2024年同期則錄得淨虧損人民幣608.1百萬元。經調整淨利潤爲人民幣561.3百萬元（78.4百萬美元），2024年同期則錄得經調整淨虧損人民幣271.0百萬元。
日均活躍用戶（日活用戶）達109.4百萬，同比增加7%。
“我們在第二季度延續了健康的增長勢頭，取得了穩健的財務業績並保持了強勁的社區參與度”。嗶哩嗶哩董事長兼首席執行官陳睿先生表示。“第二季度，我們的日均活躍用戶同比增長7%，月均活躍用戶同比增長8%，而月均付費用戶同比增長9%。用戶的日均使用時長爲105分鐘，較去年同期增加了6分鐘，顯示了我們在中國年輕羣體中日益增強的影響力。今年夏季，我們的旗艦線下活動Bilibili World及Bilibili Marco Link吸引了超40萬人次參與，使這場爲期三天的活動成爲中國最大規模的線下動漫博覽會之一。熱烈的參與度突顯了我們品牌的活力以及社區的凝聚力，亦彰顯了我們年輕用戶羣的巨大潛力。展望未來，我們將繼續專注提供能讓年輕用戶羣產生共鳴的優質內容體驗，推動用戶增長並深化互動，同時進一步釋放我們充滿活力的社區的全部商業潛力”。
嗶哩嗶哩首席財務官樊欣先生表示：“第二季度，我們的淨營業額總額同比增長20%，達到人民幣73.4億元。此增長主要由廣告及遊戲業務驅動，分別同比增長20%及60%。毛利潤同比增長46%，而毛利率從去年同期的29.9%上升至36.5%。以上增長推動我們盈利的改善，淨利潤及經調整淨利潤分別達到人民幣218.3百萬元及人民幣561.3百萬元。本季度我們也實現了人民幣19.9億元的穩健淨經營現金流。第二季度，我們完成了5,588,140股Z類普通股的回購，總金額爲782.9百萬港元。展望未來，我們將專注於維持高效、可持續及盈利的運營，爲所有利益相關方創造價值”。
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