Mango Super Media's net profit in the first half of the year exceeded 1.1 billion yuan Mango TV member revenue continued to grow

Reporter He Wenying

On the evening of August 17, the A -shareholder video "unicorn" mango super media released the 2022 semi -annual report. During the reporting period, the company achieved total operating income of 6.714 billion yuan, a year -on -year decrease of 14.50%, and net profit attributable to her mother was 1.191 billion yuan, a year -on -year decrease of 17.95%.

Wu Jun, the secretary of Mango Super Media, told a reporter from the Securities Daily that the members and operators' business in the first half of the year had maintained a good growth, and the decline in revenue was mainly affected by advertisements. Last year, "Sister 2 of the Wind" set a platform investment record. The income base is relatively high. Affected by the macroeconomic and new crown pneumonia this year, the overall prosperity of the advertising industry has declined.

It is worth noting that the second quarter of the mango super media was significantly stronger than the first quarter. In the second quarter, the company achieved revenue of 3.591 billion yuan, an increase of 14.93%month -on -month, and net profit attributable to the mother was 683 million yuan, an increase of 34.64%month -on -month.

A long -term follow -up of mango super -media analysts analysts in an interview with the Securities Daily that "under the premise of losing losses and cost reduction and efficiency in the industry In return, with the continuous launch of high -quality self -made content in the second half of the year, the company is expected to show strong development toughness. "

High -quality self -made content constantly gear

In the first half of this year, Mango Super Media's long video platform Mango TV's homemade variety show "Endless Sound · Hong Kong Music Season" and "Breaking the Wind and Broken Waves 3" achieved a double harvest of word of mouth. The multi -phase programs of "Sound Endless · Hong Kong Music Season" have ranked first in the CSM National Network and the Hong Kong Special Economic Zone. The cumulative volume of "Breaking the Wind and Broken Waves 3" exceeded 6 billion times, and the platform has a record high, and the overall heat has exceeded the second season.

"Simultaneous recording is the comprehensive N -generation" Chinese Restaurant 6 "and" Secret Room Escape 4 "." According to Wu Jun, these variety shows have been launched one after another, and the high -quality self -made content of Mango TV is linear.

In addition to the S -Class variety show, many "small and beautiful" variety content of Mango TV has also been circled. From "Welcome to Mushroom House" to "Happy Saving", the Douban score continues to go high. In terms of episodes, "Jiang Zhao Dawn", "Juvenile School 2", "Zhang Weiguo's Summer" frequently log in to the top of the major broadcasting heat data lists such as Bone Duo, Yien, etc. Essence

The above analysts have fully affirmed the mango super media's adherence and investment in high -quality self -made content. "In the first half of the year, other long video platforms were shrinking content costs to lose weight and reduced burden.

Lead the industry to realize the recruitment recreation

Affected by the epidemic, the overall pressure of the advertising market in the first half of the year was under pressure. CTR data shows that the advertising market in the first half of 2022 decreased by 11.8%year -on -year; QuestMobile data showed that the Internet advertising market size was 290.36 billion yuan in the first half of 2022, a 2.3%shrinking from the same period last year.

"In the first half of the year, the long video platform was weak. Although some shows of mango super -media also had a decline in investment promotion, from the horizontal comparison of the industry, it still had absolute advantages, and the investment situation led the industry to gradually recover in the second quarter." The above Analyst said.

According to Yien data, in the first half of 2022, the number of Mango TV investment promotion brands was 115, accounting for 38%of the total number of cooperative brands in the TOP50 variety show. From the perspective of investment promotion, the two -platform joint investment between Mango TV and Hunan Satellite TV is more attractive to advertisers. The number and period of variety shows launched in the second quarter of Mango TV are also considerable. More than 70 % of the number of variety shows with 7 and more investment in a single investment promotion is produced by Mango TV.

In addition to the competitiveness of advertising investment, the company's membership business achieved revenue of 1.858 billion yuan in the first half of the year, an increase of 6.48%year -on -year. It is worth noting that in July this year, Mango TV adjusted the membership price after Iqiyi, Youku, and Tencent.

The above analysts believe that the current video platform of the head minister has gradually entered a stable price lifting period, and the industry's future performance growth may be driven by volume driving to drive. Because Mango TV has the ability to continue the explosive variety show, high -quality content is more conducive to resist price fluctuations.

In addition, the layout of the two major fields of Mango Super Media in the two major fields of the Yuan universe and content e -commerce has also made the latest progress. In June this year, the company's first -time universe product "Mango Fantasy City" was launched on the major VR platforms. At present, the number of daily active users ranks among the top three in the domestic VR industry. It is understood that Mango TV will continue to carry out digital collection test water, and launch IP digital collections such as "Riding the Wind" digital blind box, "Endless Sound", "Everyday Up", "No Change of Hearts" and "Shang Food".

On the other hand, Xiaomang APP, an e -commerce platform of Mango Super Media, has continued to accelerate the pace of development. In April of this year, the Xiaomang APP completed about 286 million yuan in capital increase and expansion. The fundraising was mainly used to improve the construction of basic platforms such as logistics and technology. It is reported that at present, the Xiaomang App has expanded more than 500 national tide domestic goods merchants, and links the middle -waist enterprise to incubate the "Mang brand", which has initially formed a number of commodity lines such as Hanfu, beauty, tide, digital, cute pets, and light camping.

- END -