爱奇艺(IQ)今日盘前股价大跌5.79%,引发市场广泛关注。公司2024年业绩出现明显下滑,成为主因。
根据财报,爱奇艺2024年总营收为292.3亿元,同比下降8%;归属公司净利润仅为7.6亿元,较上年19.3亿元大幅下滑60%。会员服务营收同比下降13%至177.6亿元,广告营收也同比下降8%至57.1亿元,这是爱奇艺核心营收来源。
分析人士指出,爱奇艺业绩下滑主要源于缺乏现象级爆款内容,导致用户付费意愿下降,加之微短剧的崛起加剧了行业竞争。这反映了爱奇艺内容供给和商业化能力的不足,公司2025年是否能扭转颓势将是重点关注方向。
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