Group 1 - The core viewpoint of the article highlights that NetEase Cloud Music's stock has risen over 4%, reaching 290 HKD with a trading volume of 304 million HKD [1] - In the first half of the year, the company achieved a revenue of 3.827 billion RMB, with a profit attributable to equity holders of 1.885 billion RMB, representing a year-on-year increase of 132.83% [1] - The adjusted net profit for the same period was 1.946 billion RMB, showing a year-on-year increase of 120.99% [1] Group 2 - The gross margin for the first half of the year reached 36.4%, marking a historical high for the company during this period [1] - In the online music segment, revenue amounted to 2.967 billion RMB, reflecting a year-on-year growth of 15.9%, with subscription revenue reaching 2.47 billion RMB, up 15.2% year-on-year [1] - Dongwu Securities believes that the company's focus on its core music business and continuous optimization of product experience is likely to drive user growth, indicating significant commercial potential compared to domestic and international music streaming platforms with lower payment walls [1]
港股异动 | 网易云音乐(09899)涨超4% 公司在线订阅收入稳增 机构称其商业化空间广阔