XD INC(02400)

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心动公司(02400)因购股权获行使发行合共5.56万股
智通财经网· 2025-09-02 10:12
Group 1 - The company, Xindong Company (02400), announced the issuance of 55,600 ordinary shares on September 2, 2025, due to eligible participants exercising stock options under the stock option plan adopted on June 25, 2021 [1]
心动公司(02400) - 翌日披露报表 (已发行股本变动)
2025-09-02 10:07
FF305 | 2). | 就根據股份計劃授予參與人(發行人的董事除外)的股份獎勵或期權 | 1,203 | 0.0002 % | HKD | 13.284 | | --- | --- | --- | --- | --- | --- | | | 而發行新股或轉讓庫存股份 - 涉及新股 | | | | | | | 由於合資格參與者根據本公司於2021年6月25日採納的購股權計劃行 | | | | | | | 使購股權,本公司於2025年9月2日發行普通股 | | | | | | | 變動日期 2025年9月2日 | | | | | | 3). | 就根據股份計劃授予參與人(發行人的董事除外)的股份獎勵或期權 | 3,880 | 0.0008 % | HKD | 16.72 | | | 而發行新股或轉讓庫存股份 - 涉及新股 | | | | | | | 由於合資格參與者根據本公司於2021年6月25日採納的購股權計劃行 | | | | | | | 使購股權,本公司於2025年9月2日發行普通股 | | | | | | | 變動日期 2025年9月2日 | | | | | | 4). | 就根據股份計劃授予參與人( ...
大行评级|里昂:上调心动公司目标价至90港元 维持“跑赢大市”评级
Ge Long Hui· 2025-09-02 07:09
Core Insights - The report from Credit Lyonnais indicates that the performance of Xindong Company in the first half of the year exceeded expectations, with total revenue growing by 39% year-on-year to 3.1 billion [1] Revenue Breakdown - Game business revenue met expectations, increasing by 39% year-on-year to 2.1 billion [1] - TapTap advertising business revenue grew by 38% year-on-year to 1 billion, surpassing expectations by 6% due to upgrades in advertising targeting algorithms [1] Forecast Adjustments - The firm raised revenue forecasts for fiscal years 2025 and 2026 by 11% and 12% respectively, reflecting strong growth in advertising driven by technology upgrades [1] - Long-term profit margin expectations were also adjusted upwards based on operational leverage effects [1] Target Price Revision - The target price for the company was increased from 60 HKD to 90 HKD, while maintaining an "outperform" rating [1]
里昂:升心动公司目标价至90港元 上半年业绩胜预期
Zhi Tong Cai Jing· 2025-09-02 06:55
里昂发布研报称,将心动公司(02400)2025及26财年收入预测分别上调11%及12%,以反映广告技术升级 推动的强劲广告业务增长,同时基于营运杠杆效应上调长期利润率预期。目标价由60港元上调至90港 元,维持"跑赢大市"评级。 心动公司上半年业绩胜该行预期,总收入同比增长39%至31亿元人民币(下同),较该行预期高2.6%;其中 游戏业务收入符合预期,达21亿元,同比增39%,而TapTap广告业务收入同比升38%至10亿元,较该行 预期高6%,受惠于广告定向算法升级。 ...
传媒行业周报:国务院印发“人工智能+”行动意见,8月发放173款游戏版号-20250902
Guoyuan Securities· 2025-09-02 02:43
Investment Rating - The report maintains a "Recommended" investment rating for the media industry [5] Core Insights - The report highlights the positive outlook for AI applications and cultural exports, with a focus on sub-sectors such as gaming, IP, short dramas, and publishing [39] - The report notes significant growth in the gaming sector, with several companies reporting strong financial performance in their mid-year reports [3][37] - The report emphasizes the importance of recent government policies, including the issuance of game licenses and the "Artificial Intelligence+" action plan, which aims to enhance AI integration across various sectors by 2035 [2][36] Summary by Sections Market Performance - The media industry (Shenwan) saw a weekly increase of 1.05%, ranking 12th among primary industries, while the Hang Seng Technology Index rose by 0.47% [10] - Notable performers included Jishi Media, Wento Holdings, ST Huatuo, and Sanqi Interactive Entertainment, with significant weekly gains [17] Key Industry Data AI Application Data - For the week of August 24-30, estimated iOS downloads for Deepseek, Doubao, Quark, and Tencent Yuanbao were 394,000, 2,102,500, 658,600, and 893,000 respectively, with Doubao leading in downloads [21] Gaming Data - In August, 166 domestic and 7 imported game licenses were issued, with several major titles approved for release [24][25] - The iOS best-selling game rankings featured "Honor of Kings," "Peacekeeper Elite," and "Endless Winter" as the top three titles [23] Film Data - The total box office for the week of August 22-28 reached 977 million yuan, with "Chasing the Wind" leading the box office [32][35] Industry Events and Announcements - The report discusses the launch of various AI models and applications by major companies, including ByteDance's new AI video generation model and Tencent's end-to-end video sound generation model [36] - The report also highlights the successful mid-year financial results of several companies, including Perfect World and Sanqi Interactive Entertainment, showcasing strong revenue growth [37][38]
心动公司因购股权获行使发行合共30.93万股
Zhi Tong Cai Jing· 2025-09-01 10:15
Group 1 - The company, Heart Company (02400), announced the issuance of a total of 309,300 ordinary shares due to eligible participants exercising stock options under the stock option plan adopted on June 25, 2021 [1]
心动公司(02400) - 翌日披露报表 (已发行股本变动)
2025-09-01 09:59
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: 心动有限公司 呈交日期: 2025年9月1日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02400 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | 事件 | | | 已發行股份(不包括庫存股份)變動 | 庫存股份變動 | 每股發行/出售價 (註4) | 已發行股份總數 | | | | 已發行股份(不包括庫存股份)數 目 | 佔有關事 ...
心动公司(02400) - 截至二零二五年八月三十一日止月份之股份发行人的证券变动月报表
2025-09-01 09:54
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02400 | 說明 | | | | | | | | | | 已發行股份(不包括庫存股份)數目 | | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 493,283,769 | | | 0 | | 493,283,769 | | 增加 / 減少 (-) | | | | 0 | | | | | | 本月底結存 | | | 493,283,769 | | | 0 | | 493,283,769 | 第 2 頁 共 10 頁 v 1.1.1 | 截至月份: | 2025年8月31日 | | | | 狀態: 新提交 | | --- | --- | --- | --- | --- | --- | | 致:香港交易及結算所 ...
心动公司(02400):25H1业绩点评:TapTap商业化效率提升,关注《伊瑟》国服表现
EBSCN· 2025-09-01 06:10
2025 年 9 月 1 日 公司研究 TapTap 商业化效率提升,关注《伊瑟》国服表现 ——心动公司(2400.HK)25H1 业绩点评 要点 事件:25H1 公司实现收入 30.82 亿元人民币(yoy+38.8%),增长主要系游戏 及 TapTap 双轮驱动;实现毛利润 22.53 亿元,同比增长 50.5%,对应毛利率 为 73.1%,主要由于《仙境传说 M:初心服》在海外市场表现强劲,按净额法 入账的游戏收入占游戏运营收入的比重同比提升 9.3pct 至 13.9%,导致游戏业 务毛利率同比提升 8.1pct 至 68.0%,TapTap 业务毛利率同比提升 1.1pct 至 83.6%;实现归母净利润 7.55 亿元,同比增长 268.0%,对应净利率 24.5%。 《仙境传说 M:初心服》带动游戏收入超预期,关注《伊瑟》国服上线表现。 25H1 游戏业务收入 20.71 亿元(yoy+39.4%),其中游戏运营收入 20.45 亿元: 1、网络游戏收入 19.82 亿元(yoy+39.0%),主要来自自研游戏《仙境传说 M: 初心服》《心动小镇》《火炬之光:无限》的收入增加;网络游戏的平均 M ...
中金:维持心动公司(02400)跑赢行业评级 上调目标价至93.7港元
Zhi Tong Cai Jing· 2025-09-01 01:32
Core Viewpoint - CICC maintains an "outperform" rating for Xindong Company (02400) and raises the target price by 14% to HKD 93.7, reflecting a valuation premium due to TapTap's monetization capabilities and future layout [1] Financial Performance - The company's 1H25 revenue increased by 39% to CNY 3.08 billion, with profit rising by 223.5% to CNY 811 million, and net profit attributable to shareholders up by 268% to CNY 755 million, aligning with CICC's expectations [2] Gaming Segment - Game revenue for 1H25 grew by 39% to CNY 2.07 billion, driven by strong performances from "Ragnarok M: Beginner Server," "Xindong Town," and "Torchlight" [3] - Future growth is anticipated from existing games, particularly with accelerated commercialization of "Xindong Town" and the overseas launch of "Ragnarok M: Beginner Server" in 2H25 [3] TapTap Platform - The platform's scarcity is highlighted, with ongoing efforts to enhance monetization potential through the PC version and mini-games, which are expected to contribute to future growth [4] - Despite MAU remaining stable year-on-year, user engagement has improved, with DAU increasing by 11% over the past 12 months [4] Advertising and Monetization - Revenue from Tap increased by 38% to CNY 1.01 billion due to upgrades in the advertising system, enhancing ad effectiveness [5] - The company is positioned uniquely in the gaming acquisition platform market, with potential for increased market share through internal upgrades and external supply enhancements [5] Future Directions - The launch of TapTap PC version and mini-games is expected to enhance multi-platform collaboration and attract more advertising budgets [6] - The TapADN platform, aimed at game developers for monetization and user growth solutions, is in its early development stage, with a potential market size in the tens of billions [6]