异动解读 | 腾讯音乐-SW盘中大涨12.12%,二季度收入利润双增长超预期

异动解读
Aug 13

8月13日,腾讯音乐-SW(01698.HK)股价表现强劲,盘中大涨12.12%,创下新高。截至发稿,该股报99.60港元。

腾讯音乐-SW股价大涨主要受益于公司发布的2025年第二季度财报超出市场预期。财报显示,公司第二季度总收入为84.4亿元人民币(约合11.8亿美元),同比增长17.9%;公司权益持有人应占净利润为24.1亿元人民币(约合3.36亿美元),同比增长43.2%。这一业绩表现显著超越了分析师的预期。

值得注意的是,腾讯音乐的在线音乐业务表现出色。二季度在线音乐服务收入同比增长26.4%至68.5亿元,在线音乐订阅收入同比增长17.1%至43.8亿元。同时,在线音乐付费用户数同比增长6.3%至1.244亿,ARPPU(每付费用户平均收入)进一步提升至11.7元。这些数据表明公司的核心业务正在实现高质量增长,为未来发展奠定了坚实基础。投资者对公司的增长前景持乐观态度,推动股价大幅上涨。

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