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腾讯首季利润同比增58%

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2017年05月20日

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Tencent boosted its profits 58 per cent year on year in the first quarter as China’s biggest technology company ramped up advertising revenues and continued to dominate the mobile gaming market.

腾讯(Tencent)今年第一季度利润同比增长58%,中国最大科技公司提高了广告收入,并继续主导手机游戏市场。

Revenues rose 55 per cent year on year to Rmb49.55bn ($7.2bn), outperforming analysts’ consensus estimates of Rmb43.86bn gathered by Thomson Reuters, with profits climbing to Rmb14.48bn.

腾讯营收同比增长55%,达495.5亿元人民币(合72亿美元),高于汤森路透(Thomson Reuters)汇集438.6亿元人民币的分析师共识预测,利润攀升至144.8亿元人民币。

Tencent’s gaming, entertainment and social media apps dominate Chinese mobile. Nearly all of China’s mobile internet users deploy its most well-known app, WeChat, and more than half spend over 90 minutes per day on the app. WeChat combines messaging, social media, mobile payments and even travel bookings — and is often jokingly referred to as a “public utility”.

目前腾讯的游戏、娱乐和社交媒体应用(app)在中国用户的手机上占据主导地位。中国几乎所有移动互联网用户都安装了其最知名的应用微信(WeChat),超过一半用户每天使用微信超过90分钟。微信集即时信息、社交媒体、移动支付甚至旅行订购于一体,经常被开玩笑地称为一个“公用事业”。

The fastest-growing contributor to Tencent’s revenues was social and other advertising revenues, which grew by 67 per cent year on year to Rmb4.38bn.

在腾讯各块业务中,营收增长最快的是社交和其他广告业务,同比增长67%,至43.8亿元人民币。

The company is keen to defend its cap of two adverts per day on WeChat Moments — the social feed of friends’ updates — in order to protect its user experience. This suggests that increasing ad revenues have come from higher ad pricing and better customer targeting, rather than increasing quantity.

腾讯热衷于捍卫每天在微信朋友圈(WeChat Moments)只能发两条广告的上限,以便保护用户体验。这似乎表明,增加广告收入依靠更高的广告定价和更好的客户定位,而不是增加广告数量。

Tencent also said it had doubled its mobile payment users last year to 600m monthly active users — upstaging Alibaba’s payment affiliate Ant Financial, which announced a doubling of users to 450m on the same day.

腾讯还表示,去年其移动支付用户数量翻了一番,月度活跃用户达到6亿,超过了阿里巴巴(Alibaba)的支付业务关联企业蚂蚁金服(Ant Financial)。同日,蚂蚁金服宣布,其用户数量增加一倍,达到4.5亿。

“WeChat Pay initially followed Alipay, but now in many ways the opposite is true, with Alipay trying to add more functions that emulate WeChat, like social networking features,” said Mark Natkin of Marbridge Consulting, a Beijing-based tech consultancy.

“微信支付(WeChat Pay)起初跟随支付宝(Alipay),但现在,许多方面反了过来,支付宝试图添加更多功能来仿效微信,比如社交网络,”北京迈博瑞咨询(Marbridge Consulting)的马克•纳特金(Mark Natkin)说。

Tencent said it is working with China’s central bank to develop a central payment-clearing platform for online payments, a move that would signal greater regulatory oversight of the industry.

腾讯表示,正在与中国央行(PBoC)合作开发一个中央在线支付结算平台,此举将预示着,在线支付行业会受到更严格的监管。

“Market expectations towards Tencent are becoming higher and higher,” said Jessi Guo, head of internet research for Jefferies, the investment bank. “In particular, there are high expectations of its mobile gaming performance.”

“市场对腾讯的预期正日益升高,”投行杰富瑞(Jefferies)的互联网研究主管Jessi Guo说,“尤其是对腾讯手机游戏业务表现的期待很高。”

Honor of Kings, one of its mobile games, was the most-downloaded app in the world last quarter on the iOS App Store, according to Ruika Lin, mobile insights strategist for Sensor Tower, a research firm.

据研究公司Sensor Tower的移动业务策略师林睿卡‏(Ruika Lin)介绍,腾讯的手机游戏之一《王者荣耀》(Honor of Kings)是iOS App Store上季度全球下载量最多的应用。
 


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