Seoul Economic Daily EnglishCodex · 实盘不做把握 3/10
北京时间·🕒 发布 14:45:55时区推断·⟳ 抓取 15:00:35·⚡ 决策 07-24 15:02:10 +1m35s·95.2 天前
第一企划二季度营业利润小幅增长但收入下滑
第一企划二季度营业利润同比仅增0.63%，收入同比下降3.96%，净利增长更多像常规财报分项变化，缺少明确超预期增量。
📄 原文Seoul Economic Daily English↗ 原文
Cheil Worldwide Q2 Operating Profit Rises 0.63% to 92.7 Billion Won
Cheil Worldwide reported second-quarter operating profit of 92.7 billion won on a consolidated basis, up 0.63% from a y…
不做 第一企划（030000.KS）
常规季度业绩披露，营业利润仅小幅增长且收入下滑，未披露超预期指引或重大订单，缺少正期望交易边界，不做。
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研究档案
🔎 新鲜度:最早出现 2026-07-24 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 第一企划二季度营业利润同比仅增0.63%，收入同比下降3.96%，净利增长更多像常规财报分项变化，缺少明确超预期增量。
- 正文只披露服务结构、新客户和AI广告效率表述，未给出订单金额、利润指引上修或可量化短线重估因素。
主要风险
- 若后续公司或券商披露该季度显著超出一致预期，需由新信号重新评估。
原文全文
展开原文 · 1,361 字
Cheil Worldwide reported second-quarter operating profit of 92.7 billion won on a consolidated basis, up 0.63% from a year earlier, the company said in a regulatory filing on the 24th, according to preliminary figures.
Revenue for the same period fell 3.96% to 1.0745 trillion won. Net profit rose 24% to 63.5 billion won. Gross profit, which excludes cost of sales, increased 1.2% year-on-year to 489.6 billion won.
In the second quarter, business by service was divided into digital, including social media, at 56%, retail and non-media advertising (BTL) at 30%, and traditional media advertising (ATL) such as TV and newspapers at 14%.
Cheil Worldwide said the share of non-affiliate business in the first half stood at 29%. Within non-affiliate business, domestic accounted for 19% and overseas for 32%. In the first half of this year, Cheil Worldwide secured Naver, SamjeomSam, Upbit, Airbnb and Hanwha Vision as new domestic advertisers, and attracted China Construction Bank, Chinese travel platform Ctrip and Makro, a distribution affiliate of a Thai university, as new overseas clients.
"We will proactively shift our portfolio toward digital marketing and offline experiences to reflect advertisers' needs," a Cheil Worldwide official said. "We will enhance efficiency through business innovation in AI-based advertising production, media and retail."
Revenue for the same period fell 3.96% to 1.0745 trillion won. Net profit rose 24% to 63.5 billion won. Gross profit, which excludes cost of sales, increased 1.2% year-on-year to 489.6 billion won.
In the second quarter, business by service was divided into digital, including social media, at 56%, retail and non-media advertising (BTL) at 30%, and traditional media advertising (ATL) such as TV and newspapers at 14%.
Cheil Worldwide said the share of non-affiliate business in the first half stood at 29%. Within non-affiliate business, domestic accounted for 19% and overseas for 32%. In the first half of this year, Cheil Worldwide secured Naver, SamjeomSam, Upbit, Airbnb and Hanwha Vision as new domestic advertisers, and attracted China Construction Bank, Chinese travel platform Ctrip and Makro, a distribution affiliate of a Thai university, as new overseas clients.
"We will proactively shift our portfolio toward digital marketing and offline experiences to reflect advertisers' needs," a Cheil Worldwide official said. "We will enhance efficiency through business innovation in AI-based advertising production, media and retail."
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