每天净赚6.11亿元，腾讯业绩二季报“爆了”！营收和净利润全部超出预期，本土游戏收入404亿元，同比增长17%

Core Insights - Tencent Holdings reported a strong second-quarter performance with revenue of 184.5 billion RMB, a 15% year-on-year increase, and a net profit of 55.63 billion RMB, up 17% year-on-year [1][3][4] - The company's daily revenue reached approximately 20.27 million RMB, translating to a daily net profit of about 6.11 million RMB [1][3] Financial Performance - Total revenue for Q2 was 184.5 billion RMB, with a gross profit of 105.01 billion RMB, reflecting a 22% increase year-on-year [3] - Operating profit stood at 60.10 billion RMB, an 18% increase compared to the previous year, while net profit attributable to equity holders was 55.63 billion RMB, up 17% [3][4] - Earnings per share (EPS) increased by 20% to 6.115 RMB compared to the same period last year [3] Business Segments - Value-added services revenue reached 91.4 billion RMB, a 16% increase year-on-year, driven by strong performance in both domestic and international gaming markets [3][4] - Marketing services revenue grew by 20% to 35.8 billion RMB, while financial technology and enterprise services revenue increased by 10% to 55.5 billion RMB [3][4] User Engagement - The combined monthly active accounts for WeChat and Weixin reached 1.411 billion, a 0.6% quarter-on-quarter increase and a 3% year-on-year increase [4] - QQ's monthly active accounts decreased by 0.4% quarter-on-quarter and 7% year-on-year to 532 million [4] Capital Expenditure and Cash Flow - Tencent generated free cash flow of 43 billion RMB in Q2, with net cash flow from operating activities at 74.4 billion RMB [4] - Capital expenditures amounted to 22.9 billion RMB, primarily supporting AI-related business development [4] Employee and Compensation - As of the end of Q2, Tencent employed 111,221 staff, with total compensation costs for the first half of the year reaching 65 billion RMB [4] - The average employee compensation cost for the first half of the year was approximately 584,400 RMB [4] Stock Performance - Tencent's stock price has seen significant growth, reaching a peak of 586 HKD per share on August 13, marking a 42.06% increase year-to-date and a total market capitalization of 5.36 trillion HKD [6]