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网易：游戏及其他VAS收入展望
网易：游戏及其他VAS收入展望
行业数据
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所属报告：
互联网2025展望：逆风前行但可以有更多期待-241212（37页）.pdf
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相关数据
Remitch中国III期桥实验瘙痒严重性VAS值数
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行业数据
2025-08-13
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目标关节疼痛VAS评分较基线变化均值（mm）
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行业数据
2025-03-31
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两组产妇各时间点视觉模拟评分量表（VAS）评分趋势
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行业数据
2024-08-07
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哔哩哔哩直播和VAS收入拆分（2023年）
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其它
2024-05-20
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哔哩哔哩直播和VAS收入（左轴-百万元）及
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其它
2024-05-20
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20Q1-22Q3B站VAS业务收入及增速
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行业数据
2023-01-13
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样本企业平均VAS收入及增速（亿元）
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行业数据
2022-11-03
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各企业VAS毛利占比（%）
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行业数据
2022-11-03
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美国二期试验过程中ICSS变化、ODS变化、VAS变化及TCSS变化
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行业数据
2022-07-14
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阿里云IaaS及VAS收入占比变化
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行业数据
2021-12-07
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2018Q1-2021Q1哔哩哔哩直播和VAS营收及增速情况
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行业数据
2021-07-27
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4Q2020，游戏收入首次被直播及VAS反超
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行业数据
2021-06-30
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最新数据
全球全年龄段奶粉市场规模（亿美元）
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全球益生菌膳食补充剂市场规模及增速
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全球拥有AKK专利菌株的核心企业
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2026-07-30
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2）我们预计网易 FY25 年游戏及其他 VAS 收入同比增长 7%。重点关注 12 月两款高期待值新游《燕云十六声》及《漫威争锋》上线后的表现。分产品看，重点关注：1）《燕云十六声》手游/PC 游戏 12 月上线后表现，我们预计手游/PC 游戏分别将在 FY25 贡献 4/2%的游戏收入增量，2）《漫威争锋》12 月上线后表现，预计该游戏在 FY25 贡献 2%左右的游戏收入增量；3）暴雪游戏回归后流水持续性，预计该游戏在 FY25 贡献 2%左右的游戏收入增量；4）《永劫无间》手游流水持续性，预计该游戏在 FY25 贡献 1%左右的游戏收入增量。
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互联网2025展望：逆风前行但可以有更多期待-241212（37页）.pdf
2026年中国互联网行业报告：AI应用落地与股东回报，本地生活趋势分析
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图8，包括哔哩哔哩、新东方、贝壳、同程旅行、京东等公司具备较高的盈利弹性。
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