手回集团(02621)发布公告,集团预计将取得截至2025年6月30日止6个月的净利润人民币6.6亿元至人民币 6.8亿元，相比较截至2024年6月30日止6个月的净亏损增加人民币7.35亿元至人民币7.55亿元。董事会认 为，净利润预期变动的主要原因是2025年上半年度取得向投资者发行的金融工具账面值变动收益相比较 2024年上半年度的变动亏损增加人民币7.95亿元至人民币8.15亿元。 截至2025年6月30日止6个月的经调整的股东应占净利润(非香港财务报告准则计量)人民币5600万元至人 民币7600万元，相比较截至2024年6月30日止6个月经调整的股东应占净利润(非香港财务报告准则计量) 减少人民币5000万元至人民币7000万元，该预期下降的主要原因是受宏观经济环境不确定性增加、金融 消费需求放缓以及保险行业实施报行合一政策下调保险中介经纪费率等综合影响，公司截至2025年6月 30日止6个月的收入约人民币5.45亿元至人民币5.65亿元，相比较截至2024年6月30日止6个月的收入减少 约人民币1.40亿元至人民币1.60亿元;成本和费用同比减少约人民币7500万元至人民币9500万元，低于收 ...

Core Insights - Spotify's CEO Daniel Ek expressed confidence in the company's resilience amid global uncertainty and volatility, suggesting that Spotify is becoming increasingly essential to users' lives [1] - Despite a 9% drop in shares following Q1 earnings and 2025 forecasts, Ek reassured investors about the long-term growth story of Spotify, attributing short-term fluctuations to broader macroeconomic conditions [2] - The company reported a 10% year-on-year increase in monthly active users (MAUs), reaching 678 million, although this figure remained flat compared to the previous quarter [2][3] User Growth and Subscriptions - Ad-supported subscribers increased by 9% year-on-year to 423 million, but were flat quarter-over-quarter, while premium subscribers grew by 12% year-on-year and 2% quarter-over-quarter, totaling 268 million [3] - Spotify achieved its highest net additions in Q1 since 2020, with expectations to add 11 million net new MAUs in Q2, although this forecast carries substantial uncertainty [3] Future Aspirations - Ek articulated an ambitious goal of reaching one billion subscribers, indicating a belief in the vast potential of the streaming business beyond current operations [4] - The company is experiencing positive advertising trends and is expanding its capabilities, particularly in video content, which is seeing increased engagement [4] Financial Performance - Spotify's quarterly revenue grew by 15% year-on-year to €4.2 billion ($4.8 billion), aligning with Wall Street forecasts, while operating income was €509 million, falling short of guidance [5] - The company generated €534 million in free cash flow, but net profit decreased to €225 million from €326 million due to higher payroll taxes [5]