网易云音乐今日盘中大幅下跌5.04%,引发广泛关注。据了解,该公司主营移动音乐业务,其母公司网易控股(00700.HK)近期发布的年报显示,2024年净利润仅小幅增长1%,移动游戏收入甚至出现下滑,整体业务增长乏力。
网易控股2024年营收同比微增1.7%至1053亿元,归属母公司股东净利润为297亿元,同比仅增长1%。其中,在线游戏服务净收入540.7亿元,同比下降1.8%;有道词典等教育产品则录得130.7亿元营收,同比下滑9.4%。
分析师指出,网易核心的移动游戏业务正面临来自腾讯等巨头的激烈竞争,成长乏力且下行风险持续加大。而作为网易控股在音乐泛娱乐领域的主要布局,网易云音乐近年来的用户数及营收增长也有所放缓。市场料网易业绩下滑对旗下子公司的估值带来冲击,令网易云音乐股价应声大跌。
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