騰訊(Tencent)今年第一季度利潤同比增長58%,中國最大科技公司提高了廣告收入,并繼續(xù)主導(dǎo)手機游戲市場。
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.
騰訊營收同比增長55%,達495.5億元人民幣(合72億美元),高于湯森路透(Thomson Reuters)匯集438.6億元人民幣的分析師共識預(yù)測,利潤攀升至144.8億元人民幣。
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”.
目前騰訊的游戲、娛樂和社交媒體應(yīng)用(app)在中國用戶的手機上占據(jù)主導(dǎo)地位。中國幾乎所有移動互聯(lián)網(wǎng)用戶都安裝了其最知名的應(yīng)用微信(WeChat),超過一半用戶每天使用微信超過90分鐘。微信集即時信息、社交媒體、移動支付甚至旅行訂購于一體,經(jīng)常被開玩笑地稱為一個“公用事業(yè)”。
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.
在騰訊各塊業(yè)務(wù)中,營收增長最快的是社交和其他廣告業(yè)務(wù),同比增長67%,至43.8億元人民幣。
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.
騰訊熱衷于捍衛(wèi)每天在微信朋友圈(WeChat Moments)只能發(fā)兩條廣告的上限,以便保護用戶體驗。這似乎表明,增加廣告收入依靠更高的廣告定價和更好的客戶定位,而不是增加廣告數(shù)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.
騰訊還表示,去年其移動支付用戶數(shù)量翻了一番,月度活躍用戶達到6億,超過了阿里巴巴(Alibaba)的支付業(yè)務(wù)關(guān)聯(lián)企業(yè)螞蟻金服(Ant Financial)。同日,螞蟻金服宣布,其用戶數(shù)量增加一倍,達到4.5億。
“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)起初跟隨支付寶(Alipay),但現(xiàn)在,許多方面反了過來,支付寶試圖添加更多功能來仿效微信,比如社交網(wǎng)絡(luò),”北京邁博瑞咨詢(Marbridge Consulting)的馬克•納特金(Mark Natkin)說。
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.
騰訊表示,正在與中國央行(PBoC)合作開發(fā)一個中央在線支付結(jié)算平臺,此舉將預(yù)示著,在線支付行業(yè)會受到更嚴格的監(jiān)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.”
“市場對騰訊的預(yù)期正日益升高,”投行杰富瑞(Jefferies)的互聯(lián)網(wǎng)研究主管Jessi Guo說,“尤其是對騰訊手機游戲業(yè)務(wù)表現(xiàn)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.
據(jù)研究公司Sensor Tower的移動業(yè)務(wù)策略師林睿卡(Ruika Lin)介紹,騰訊的手機游戲之一《王者榮耀》(Honor of Kings)是iOS App Store上季度全球下載量最多的應(yīng)用。