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腾讯控股:二季度本土市场游戏收入同比增长17%
Xin Jing Bao· 2025-08-13 09:02
新京报贝壳财经讯8月13日,腾讯控股公告,二季度本土市场游戏收入为人民币404亿元,同比增长 17%,得益于近期发布的《三角洲行动》的收入贡献,以及《王者荣耀》、《无畏契约》与《和平精 英》等长青游戏的收入增长。 ...
腾讯Q2财报:国际市场游戏收入188亿元,同比增长35%
Xin Lang Ke Ji· 2025-08-13 08:56
责任编辑:何俊熹 新浪科技讯 8月13日下午消息,腾讯最新财报显示,得益于Supercell游戏、《PUBG MOBILE》以及 《沙丘:觉醒》的表现出色,今年第二季度国际市场游戏收入同比增长35%至188亿元,连续四个季度 刷新历史高点,增速创国际市场收入单独披露以来的季度新高。 腾讯游戏、点点互动等多家厂商海外表现出色,推动今年中国游戏产业出海整体回暖。根据中国音数协 游戏工委发布的《2025年1-6月中国游戏产业报告》显示,今年上半年中国自研游戏海外市场实际销售 收入同比增长11.07%至95.01亿美元,继2021年后增速再次回到10%以上。(罗宁) ...
港股收盘(08.13) | 恒指收涨2.58% 科技、医药股全天强势 多只中报绩优股爆发
智通财经网· 2025-08-13 08:55
智通财经APP获悉,美CPI数据进一步强化降息预期,港股三大指数全线上攻,恒指强势突破两万五 关,恒科指则大涨超3%。截止收盘,恒生指数涨2.58%或643.99点,报25613.67点,全日成交额为 2840.41亿港元;恒生国企指数涨2.62%,报9150.05点;恒生科技指数涨3.52%,报5630.78点。 中信证券指出,年初至8月8日,南向资金已净流入超9000亿港元,且近期ETF净申购的规模大幅抬升, 表明散户的参与度显著提高。展望8月份,中报业绩披露与公司展望指引将是港股行情是否延续的重要 节点;结合政策方面"反内卷"的广泛影响与快速落地,预计短期市场可能由前期的流动性驱动转往业绩 驱动与政策验证的共振阶段。 蓝筹股表现 腾讯控股(00700)绩前创四年新高。截至收盘,涨4.74%,报586港元,成交额217.62亿港元,贡献恒指 98.74点。腾讯盘后最新发布的业绩显示,其二季度实现营收1845.0亿元,同比增长15%;净利润556.3 亿元,同比增长17%;经调整净利润630.52亿元,同比增长10%。 其他蓝筹股方面,石药集团(01093)涨6.77%,报10.72港元,贡献恒指8.62点 ...
腾讯(00700)2025年第二季度营收1845亿元同比增15% 经营盈利同比增18%
智通财经网· 2025-08-13 08:55
世界领先的互联网科技公司——腾讯控股有限公司(00700)今天公布截至二零二五年六月三十日止第 二季("2Q2025")未经审核综合业绩。 董事会主席兼首席执行官马化腾表示:"二零二五年第二季,我们在AI领域持续投入并从中获益,收入 及非国际财务报告准则经营盈利均取得双位数百分比同比增长。《王者荣耀》及《和平精英》等长青游 戏向平台化进化并加大了AI的应用,新游戏如《三角洲行动》亦取得了突破,使得我们的游戏业务在 用户及收入侧均表现出色。我们通过升级广告基础模型,提升了我们各个流量平台上的广告效果,持续 推动营销服务收入的快速增长。我们致力于通过赋能微信内更多应用场景,推动AI原生应用元宝的使 用量,升级我们混元基础模型的能力,为用户及企业带来更进一步的AI增益。" 2Q2025业绩摘要 总收入:同比增长15%,毛利:同比增长22%,按非国际财务报告准则的经营盈利:同比增长18% 总收入为人民币1,845亿元,同比增长15%。 毛利为人民币1,050亿元,同比增长22%。 按非国际财务报告准则,撇除若干一次性及/或非现金项目的影响,以体现核心业务的业绩: 经营盈利为人民币692亿元,同比增长18%;经营利润率 ...
腾讯控股:第二季度研发投入202.5亿元 同比增长17%
Zheng Quan Shi Bao Wang· 2025-08-13 08:54
人民财讯8月13日电,腾讯控股(00700.HK)二季报显示,当季腾讯研发投入达202.5亿元,同比增长 17%;资本开支191.1亿元,同比增幅达119%。在持续加码AI战略的推动下,腾讯实现营收1845亿元, 同比增长15%,经营利润(Non-IFRS)692.5亿元,同比增长18%,AI技术带来的效益正在加速显现。 ...
腾讯控股:二季度在AI领域持续投入并从中获益
Zheng Quan Shi Bao Wang· 2025-08-13 08:54
Core Viewpoint - Tencent Holdings (00700.HK) reported significant growth in revenue and non-IFRS operating profit in the AI sector for Q2 2025, driven by continuous investment and application of AI technologies in its gaming and advertising businesses [1] Group 1: AI Investment and Growth - The company has achieved double-digit percentage year-on-year growth in both revenue and non-IFRS operating profit due to ongoing investments in AI [1] - Popular games like "Honor of Kings" and "Peacekeeper Elite" are evolving towards platformization with increased AI applications, contributing to strong performance in user engagement and revenue [1] - New game "Delta Action" has also made breakthroughs, enhancing the overall gaming business performance [1] Group 2: Advertising and Marketing Services - The company upgraded its advertising foundational model, improving ad effectiveness across various traffic platforms, which has led to rapid growth in marketing services revenue [1] - Tencent is focused on empowering more application scenarios within WeChat to drive the usage of AI-native applications, further enhancing AI benefits for users and businesses [1]
腾讯控股:二季度微信及WeChat合并月活跃账户数同比增3%
Xin Jing Bao· 2025-08-13 08:54
新京报贝壳财经讯 8月13日下午,腾讯控股在2025年第二季度财报中披露,微信及WeChat的合并月活跃 账户数14.11亿,环比增长0.6%,同比增长3%;QQ的智能终端月活跃账户数5.32亿,环比下降0.4%,同 比下降7%。 ...
腾讯控股二季度各业务板块全面开花 非国际财务报告准则公司权益持有人应占盈利630.52亿元 同比增长10%
Zhi Tong Cai Jing· 2025-08-13 08:54
Financial Performance - Tencent Holdings reported Q2 2025 revenue of RMB 184.5 billion, a year-on-year increase of 15% and a quarter-on-quarter increase of 2% [1] - Gross profit for the same period was RMB 105.01 billion, reflecting a year-on-year growth of 22% and a quarter-on-quarter growth of 4% [1] - Profit attributable to equity holders reached RMB 55.63 billion, up 17% year-on-year and 16% quarter-on-quarter [1] - Non-IFRS profit attributable to equity holders was RMB 63.05 billion, a 10% year-on-year increase and a 3% quarter-on-quarter increase [1] - Basic earnings per share were RMB 6.115 [1] Business Segments - Value-added services revenue for Q2 2025 grew 16% year-on-year to RMB 91.4 billion, driven by new game releases and growth in established titles [1] - Domestic game revenue was RMB 40.4 billion, up 17% year-on-year, supported by the success of titles like "Delta Operation" and "Honor of Kings" [1] - International game revenue reached RMB 18.8 billion, a 35% year-on-year increase, benefiting from Supercell games and "PUBG MOBILE" [1] - Social network revenue increased 6% year-on-year to RMB 32.2 billion, attributed to sales of virtual items and live streaming services [1] Marketing and Financial Services - Marketing services revenue for Q2 2025 rose 20% year-on-year to RMB 35.8 billion, driven by AI-enhanced advertising platforms and improved WeChat ecosystem [2] - Financial technology and enterprise services revenue grew 10% year-on-year to RMB 55.5 billion, with growth in consumer loans and business payments [2] - The demand for AI-related services, including GPU leasing and API token usage, contributed to the acceleration in enterprise service revenue growth [2] User Engagement and AI Development - As of June 30, 2025, WeChat and WeChat's combined monthly active accounts reached 1.411 billion, a 3% year-on-year increase [3] - QQ's mobile monthly active accounts were 532 million, with paid value-added service subscribers at 264 million, a 0.4% year-on-year increase [3] - Tencent Video maintained its leading position in China's long video market with 114 million paid subscribers [3] - Tencent Music led the music streaming market with 124 million paid subscribers [3] - The company continues to invest in AI, with advancements in its mixed Yuan model capabilities attracting various developers and industries [3]
腾讯控股:二季度本土市场游戏收入为人民币404亿元,同比增长17%
Mei Ri Jing Ji Xin Wen· 2025-08-13 08:53
每经AI快讯,8月13日,腾讯控股公告,二季度本土市场游戏收入为人民币404亿元,同比增长17%,得 益于近期发布的《三角洲行动》的收入贡献,以及《王者荣耀》、《无畏契约》与《和平精英》等长青 游戏的收入增长。 ...
腾讯控股:金融科技及企业服务业务二季度收入同比增长10%至555亿元
Mei Ri Jing Ji Xin Wen· 2025-08-13 08:53
Core Viewpoint - Tencent Holdings reported a 10% year-on-year increase in revenue from its financial technology and enterprise services business for the second quarter, reaching RMB 55.5 billion [1] Financial Technology Services - The growth in financial technology services revenue was driven by increases in consumer loan services, commercial payment activities, and wealth management services [1] Enterprise Services - The growth rate of enterprise services revenue accelerated compared to recent quarters, attributed to rising demand from corporate clients for AI-related services, including GPU leasing and API token usage, as well as an increase in merchant technology service fees [1]