中国基金报·2025-11-13 13:24Core Viewpoint - Apple and Tencent have reached an agreement where Apple will take a 15% cut from payments made within WeChat mini-games and mini-programs, marking a significant development in their partnership and providing Apple with a new revenue stream while alleviating pressure on Tencent [1][2]. Group 1: Agreement Details - The agreement allows Apple to process payments for WeChat mini-games, taking a 15% commission, which is half of the typical 30% fee Apple charges for most in-app purchases [2]. - This deal is seen as a way for Apple to establish a foothold in China's growing entertainment platform, where WeChat has 1.41 billion monthly users [2]. - Prior to this agreement, Apple did not earn any revenue from mini-game transactions, as developers were circumventing the standard payment system [2]. Group 2: Tencent's Financial Performance - Tencent reported a revenue of 192.87 billion yuan for Q3 2025, reflecting a 15% year-on-year growth [3]. - The operating profit for Tencent during the same period was approximately 63.55 billion yuan, up 19% year-on-year [3]. - Tencent's net profit attributable to equity holders was about 63.13 billion yuan, also showing a 19% increase year-on-year [3].