-- 北京金山办公软件股份有限公司(SHA:688111)周四向上海证券交易所提交的财报显示,该公司第一季度归属于母公司股东的净利润同比增长445%,达到22亿元人民币,而去年同期为4.028亿元人民币。 这家香港上市公司金山软件股份有限公司(HKG:0388)的子公司每股收益也飙升443%,从去年同期的0.87元人民币增至4.72元人民币。 金山办公软件将净利润的“显著”增长归功于其投资基金项目的丰厚投资收益。 然而,该公司也指出,投资回报可能存在估值波动。 金山软件核心业务营收同比增长24%,从13亿元人民币增至16.1亿元人民币,接近此前预期的16亿元人民币的中值,也接近市场普遍预期的15亿元人民币和杰富瑞预期的14亿元人民币。 办公软件公司金山软件旗下WPS个人商务业务营收增长14%,达到9.75亿元人民币。 WPS 365营收飙升61%,达到2.44亿元人民币,而WPS软件业务营收增长32%,达到3.47亿元人民币。 WPS Office月活跃设备数增长4%,达到6.72亿台,其中PC用户数增长9.1%,主要原因是智能手机出货量下降。 金山软件在提交给上海证券交易所的文件中表示,营收增长主要归功于其在国内外市场推广人工智能产品。 杰富瑞在其报告中指出,该公司的人工智能、协作办公和国际化战略进展顺利。 这家投资银行维持对WPS Office制造商的“买入”评级。 杰富瑞也指出了一些风险,例如来自资本雄厚的新进入者的更激烈竞争、产品升级和新版本用户体验不佳,以及激进的海外扩张支出。
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