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完美世界已扛过至暗时刻?2025年能否“柳暗花明”
Zhong Guo Jing Ji Wang· 2025-05-06 03:38
在游戏行业存量市场的激烈厮杀中,一款爆款游戏足以成为企业业绩的转折点。 近日,A股上市公司2024年报与2025年Q1季报进入放榜期,完美世界(002624)(002624.SZ)拿出了一 份不错的成绩单。实现营业收入20.23亿元,较上年同期增加52%,归母净利润同比增加1115%至3.02亿 元,扣非净利润同比增加203%至1.63亿元。 业绩一出,完美世界股价应声连涨三个交易日,其中首个交易日上涨6.35%,合计涨幅达10.37%。截至 4月30日,完美世界报收13.59元/股,总市值263.64亿元。 在各大机构层面,国金、银河、华泰等也给予了"买入""增持"的评级。 内部深刻调整聚焦核心 实际上,在这份出色的一季报之前,整个2024年完美世界都面临亏损的困扰。 完美世界在年报中表示,随着游戏及影视行业竞争加剧,公司在探索业务转型升级的过程中,遇到阶段 性困难与挑战。 一系列调整在短期内对2024年业绩造成了冲击,但使完美世界从整体上优化了业务和组织结构,未来能 将资源集中于更具潜力的项目上。 而且由于甩掉了"包袱",2025年完美世界费用端实现显著改善,进一步增强盈利能力,这也是其能够轻 装上阵、扭 ...
完美世界(002624) - 002624完美世界投资者关系管理信息20250429
2025-04-29 08:52
Financial Performance - In 2024, the company reported a net loss of 1.288 billion CNY attributed to underperforming new games and film projects, as well as inventory impairment losses [2] - In Q1 2025, the company achieved a turnaround with a revenue of 2.023 billion CNY, a 52.22% increase year-on-year [3] - The net profit attributable to shareholders in Q1 2025 was 302 million CNY, a significant increase of 1,115.29% compared to the previous year [3] - The gaming segment generated 1.418 billion CNY in revenue, benefiting from titles like "Zhu Xian World" and "DOTA2," marking a 10.37% increase year-on-year [3] - The film segment achieved 596 million CNY in revenue, a staggering 1,616.29% increase year-on-year [3] Game Development and Releases - "Zhu Xian World" was launched on December 19, 2024, and has contributed positively to Q1 2025 profits through ongoing content updates and player engagement [4] - "Persona 5: Phantom Night" has received positive feedback during its anniversary version release and is expanding into overseas markets [5][7] - "Yihuan," a key product under the company's global strategy, is in active development and is expected to launch tests in both domestic and international markets soon [8] Esports Initiatives - The company is actively developing its esports business, having successfully hosted the 2024 CS:GO World Championship in Shanghai, marking a significant milestone for esports in Asia [9] - The upcoming CS Asia Invitational 2025 is set for October 2025, aimed at further enhancing the esports ecosystem [9] Film and Television Strategy - The company has produced several successful series in 2025, including "Thousand Blossoms Bloom" and "Only This Jianghu Dream," focusing on quality over quantity [10] - The strategy includes reducing overall investment in film projects while increasing focus on short-form content to enhance viewer experience [10]