研发投入占比14%！网易布局“硬科技”

上海证券报2022-05-24

5月24日，网易集团披露2022年一季报，同日云音乐也发布了独立财报。一边是网易提高研发投入，布局“硬科技”端，另一边是云音乐持续巩固音乐人生态，激发内生动力，财务指标进一步优化。去年以来的互联网行业变化，让网易早早开始修炼内功，锻造韧性。研发投入占比14%5月24日，网易公布2022年第一季度业绩。财报显示，今年一季度，网易实现营收236亿元，同比增长约15%。一季度实现净利润43.94亿元，...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

kenp
2022-05-25
kenp
Oh
MINH
2022-05-25
MINH
Noted
MINH
2022-05-25
MINH
Noted

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1107384662?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/4d8e0305a87df45caf56132a277d0132","is_english":false,"pubTime":"2022-05-24 23:07","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1107384662","market":"hk","top_or_hot":-1,"title":"研发投入占比14%！网易布局“硬科技”","media":"上海证券报","content":"<div>\n<p>5月24日，网易集团披露2022年一季报，同日云音乐也发布了独立财报。一边是网易提高研发投入，布局“硬科技”端，另一边是云音乐持续巩固音乐人生态，激发内生动力，财务指标进一步优化。去年以来的互联网行业变化，让网易早早开始修炼内功，锻造韧性。研发投入占比14%5月24日，网易公布2022年第一季度业绩。财报显示，今年一季度，网易实现营收236亿元，同比增长约15%。一季度实现净利润43.94亿元，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/1eZY9Yp-6BwhQzFbAqeoDQ\">Source Link</a>\n\n</div>\n","source":"shzqb","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>研发投入占比14%！网易布局“硬科技”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n研发投入占比14%！网易布局“硬科技”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-24 23:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/1eZY9Yp-6BwhQzFbAqeoDQ><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月24日，网易集团披露2022年一季报，同日云音乐也发布了独立财报。一边是网易提高研发投入，布局“硬科技”端，另一边是云音乐持续巩固音乐人生态，激发内生动力，财务指标进一步优化。去年以来的互联网行业变化，让网易早早开始修炼内功，锻造韧性。研发投入占比14%5月24日，网易公布2022年第一季度业绩。财报显示，今年一季度，网易实现营收236亿元，同比增长约15%。一季度实现净利润43.94亿元，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/1eZY9Yp-6BwhQzFbAqeoDQ\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NTES","symbol_name":"网易","start_time":0,"source_url":"https://mp.weixin.qq.com/s/1eZY9Yp-6BwhQzFbAqeoDQ","article_id":"1107384662","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/4d8e0305a87df45caf56132a277d0132"],"rights":{"source":"shzqb","url":"https://mp.weixin.qq.com/s/1eZY9Yp-6BwhQzFbAqeoDQ","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1107384662","pubTimestamp":1653404833,"sourceInfo":{"source_id":"shzqb","name":"上海证券报"},"weMediaInfo":null,"summary":"5月24日，网易集团披露2022年一季报，同日云音乐也发布了独立财报。一边是网易提高研发投入，布局“硬科技”端，另一边是云音乐持续巩固音乐人生态，激发内生动力，财务指标进一步优化。去年以来的互联网行业","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"NTES":"网易","09999":"网易-S"},"translate_title":"R&D investment accounts for 14%! Netease Layout \"Hard Technology\"","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/8f6a8a09208b19927d3b68387facc9d8","symbols_score_info":{"09999":0.9,"NTES":0.9},"content_text":"5月24日，网易集团披露2022年一季报，同日云音乐也发布了独立财报。一边是网易提高研发投入，布局“硬科技”端，另一边是云音乐持续巩固音乐人生态，激发内生动力，财务指标进一步优化。去年以来的互联网行业变化，让网易早早开始修炼内功，锻造韧性。研发投入占比14%5月24日，网易公布2022年第一季度业绩。财报显示，今年一季度，网易实现营收236亿元，同比增长约15%。一季度实现净利润43.94亿元，上年同期为44.39亿元。具体来看，一季度，在线游戏服务净收入173亿元，依然是营收的主力。不过，网易显然不满足于做一家纯粹的游戏公司，转型成为一家科技企业，或许才是丁磊对于网易的期许。一季度，网易研发投入为34亿元。研发占收入比达14%，保持行业领先水平。而记者注意到，2020年起，网易研发投入连续两年突破百亿大关，研发人员占比约50%，并被评为国内研发强度前三的企业。这么多的资金都投向了那些领域呢？网易的答案是自研引擎。作为下一时代互联网的基础建设，相关引擎的开发一直是一项被国外企业垄断的核心技术。据了解，截至2021年7月，网易自研的引擎Messiah已支持9款产品研发。同时，Messiah还先后拿下了20多项独创专利技术，已成为有能力支撑世界级品质、全平台发行的大型游戏开发的成熟自研引擎。网易互娱首席游戏软件设计专家、Messiah引擎领衔者赵钰琨对记者表示，Messiah是网易在技术突破上第一次野心勃勃的巨大尝试，也是国内软件研发历史上一个巨大复杂软件成功研发的里程碑。“这些技术是核心，是命脉，不能寄望于别人、不能买、不能借、不能依托于开源或者授权，更不能被别人卡脖子，要牢牢掌握在我们自己的手里。”除了引擎之外，网易已在VR、AR、人工智能、云游戏、区块链等数字经济重点领域，拥有全球领先的技术储备。尤其在人工智能领域，网易多次获得了全球顶级学术会议的认可。此外，网易有道在人工智能领域也取得了突破性的成果。其搭载自主研发YNMT（神经网络翻译）技术和OCR(光学字符识别 )等技术的有道词典笔，平均识别准确率达98.3%，识别速度提升了40%，能有效提高用户的外语学习效率。云音乐内生动力强化相较于硬科技上的不断投入，对于社区的培养则更加考验网易的智慧。自独立上市以来，云音乐作为网易新兴业务中发展强劲的板块而备受关注。财报显示，网易云音乐2022年第一季度净收入为21亿元，同比增长38.6%；得益于会员订阅、社交娱乐的增长以及成本管控的整体改善，2022年第一季度录得毛利润2.52亿元，毛利率大幅提升至12%。在线音乐服务月付费用户数达3674万，同比增长超51%。今年以来疫情反复，线上音乐会成为了越来越多年轻人的选择，而这也为云音乐提供了发展的契机。社交娱乐服务增长的迅速，进一步释放了平台商业化潜力，让云音乐内部寻找到了除付费音乐外，新的增长点。2022年第一季度，社交娱乐服务及其他收入为11.9亿元，同比增长61.6%。音频直播，成为越来越被年轻人接受的新线上社交方式。此外，在音乐社区基本盘上，云音乐平台内生发展动力强劲，注册独立音乐人超45万，同比增长约70%。富有个性的创作者，让用户黏性保持在较高水准。“有这么多的音乐人群体，我们也在思考如何将这块业务做深做透。”一位云音乐内部人士告诉记者，自去年以来，云音乐就开启了一条“深化音乐人服务”的探索之路。今年1月，网易云音乐上线一站式Beat交易平台BeatSoul。而就在近日，网易云音乐发起的业内首届大型原创Beat制作赛事“节奏玩家”落下帷幕，该赛事共吸引近3000位音乐制作人参赛，收到投稿作品达5000余份，因专业度和权威性引发全音乐行业关注。“我们希望这个社区有能给音乐人带来更多创作的灵感，更多收益的途径。”前述人士表示，未来，云音乐将着力为幕后创作人带来持续高效的曝光，促进更多的音乐合作，获得更多的音乐收益，推动原创音乐的全面繁荣。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9026478178,"gmtCreate":1653433100594,"gmtModify":1676535279115,"author":{"id":"3577343858256661","authorId":"3577343858256661","name":"kenp","avatar":"https://static.tigerbbs.com/658bc030049b2996b0e2f267da086675","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577343858256661","authorIdStr":"3577343858256661"},"htmlText":"Oh&nbsp;","listText":"Oh&nbsp;","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026478178","repostId":1107384662,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9026414630,"gmtCreate":1653428275720,"gmtModify":1676535277601,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026414630","repostId":1107384662,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9026414866,"gmtCreate":1653428256555,"gmtModify":1676535277597,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026414866","repostId":1107384662,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":50,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1107384662"}