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港股异动 | 哔哩哔哩-W(09626)涨超8% 24年广告收入有望保持较高增速 增长潜力有望进一步释放

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哔哩哔哩-W(09626)涨超8%,截止发稿涨8.2%,报88.45港元,成交额2.31亿港元。

据悉,公司此前披露2023年四季度及全年财报,2023年B站全年总营收达225.3亿元人民币,其中第四季度总营收达63.5亿元,毛利率连续6个季度环比提升至26.1%,调整后净亏损同比大幅收窄58%。第四季度经营现金净流入6.4亿元人民币,并实现了全年正向经营现金流。

中金指出,公司广告基建不断完善,增长潜力有望进一步释放。业绩会上,公司表示2024 年广告收入有望保持较高同比增速,其计划整合投放系统,重视投放效率提升和社区场景渗透,释放更多广告库存;且2024年交易模式或有新亮点。此外,公司或逐步厘清游戏业务架构,有望推进核心自研项目进展,并促进年内代理产品上线表现。银河证券指出,公司近期降本增效成果显著。展望未来,B站将持续维持社区生态的良性增长,以用户为基础不断推动公司的多元化商业进程。目前公司处于成长期。

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