NETDRAGON(NDWTY)
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网龙(00777) - 2025 H1 - 电话会议演示
2025-08-29 02:00
Financial Performance - The company's revenue decreased by 27.9% year-over-year, totaling RMB 2,381 million in 1H25, compared to RMB 3,301 million in 1H24 [14] - Profit attributable to owners of the company decreased significantly by 92.5% year-over-year, from RMB 400 million in 1H24 to RMB 30 million in 1H25 [14] - Interim dividend per share increased by 25%, from HK$0.4 to HK$0.5 [14] Segmental Analysis - Gaming and Application Services revenue decreased by 18.1% year-over-year, amounting to RMB 1,738 million in 1H25, compared to RMB 2,121 million in 1H24 [14] - Mynd.ai revenue experienced a substantial decrease of 45.7% year-over-year, with revenue of RMB 641 million in 1H25 compared to RMB 1,180 million in 1H24 [14] - Research and Development expenses in Gaming and Application Services segment decreased by 26.7% year-over-year [11, 23] Strategic Initiatives - The company is comprehensively deploying an AI content factory, enhancing overall efficiency by 15% initially and aiming for 25% with full build-out [11, 23] - The company is focusing on high-quality content and cultural experiences to ensure the flagship IP Eudemons achieves evergreen growth [92] - The company plans to distribute no less than HKD 600 million to shareholders over the next 12 months through dividends and share repurchases [89]
网龙再次宣布股东回报计划:不低于6亿港元
Zhi Tong Cai Jing· 2025-08-28 12:32
Group 1 - The Hang Seng Technology Index has experienced significant performance declines due to fierce competition among three major e-commerce and local lifestyle giants in the food delivery market, leading to substantial subsidies that have impacted earnings [1] - Despite the overall downturn in the tech sector, NetDragon (00777) stands out by focusing on shareholder returns, having successfully executed a shareholder return plan of up to $300 million over three years, which has provided investors with relative gains of nearly 50% compared to the Hang Seng Index during the same period [1][2] - NetDragon's stock price increased from approximately HKD 14.1 to HKD 15.7 from August 2021 to August 2024, effectively mitigating losses from the broader market downturn, which saw the Hang Seng Index drop by 36% [1] Group 2 - In its mid-year performance announcement for 2025, NetDragon maintained a high interim dividend of HKD 0.5 and proposed a shareholder return plan of no less than HKD 600 million for the next 12 months, which is expected to boost market confidence [2] - The core profit from NetDragon's main business segment, gaming and application services, rebounded to over RMB 500 million, supported by a strong cash position as of June 2025, providing a solid foundation for future shareholder returns [2] - NetDragon's strategic investments in cutting-edge technologies such as AI, XR, robotics, and blockchain have yielded positive returns, including a threefold increase in valuation from its cornerstone investment in the IPO of Giant Star Legend (06683) [2] Group 3 - NetDragon's annualized dividend per share is currently HKD 1, resulting in a dividend yield of 9%, excluding share buybacks [3] - The proposed shareholder return plan of at least HKD 600 million translates to a total shareholder return rate of 10% based on NetDragon's market capitalization of HKD 6 billion, appealing to long-term value-oriented investors [3]
网龙(00777):Mynd.ai中期取得收入8927.2万美元

Zhi Tong Cai Jing· 2025-08-28 12:09
(原标题:网龙(00777):Mynd.ai中期取得收入8927.2万美元) 智通财经APP讯,网龙(00777)发布非全资附属公司Mynd.ai , Inc.(Mynd.ai)截至2025年6月30日止6个月业 绩,收入8927.2万美元;净亏损2889.2万美元,同比收窄39.57%;每股普通股净亏损0.06美元。 ...
网龙:Mynd.ai中期取得收入8927.2万美元
Zhi Tong Cai Jing· 2025-08-28 11:57
Core Viewpoint - NetDragon (00777) reported the performance of its non-wholly-owned subsidiary Mynd.ai, Inc. for the six months ending June 30, 2025, showing a revenue of $89.272 million and a net loss of $28.892 million, which represents a year-on-year reduction of 39.57% in losses [1] Financial Performance - Revenue for the six-month period reached $89.272 million [1] - The net loss was recorded at $28.892 million, a decrease of 39.57% compared to the previous year [1] - The net loss per ordinary share was $0.06 [1]
网龙全面拥抱AI新时代 上半年实现收益23.81亿元 每股派0.5港元
Zhi Tong Cai Jing· 2025-08-28 11:49
Core Viewpoint - NetDragon (00777) reported a mid-year revenue of RMB 2.381 billion for 2025, with a gross profit of RMB 1.655 billion and a net profit attributable to shareholders of approximately RMB 30 million, reflecting a focus on long-term game operations and user experience enhancement despite short-term revenue declines [1] Group 1: Financial Performance - The company's revenue from game and application services was RMB 1.7 billion, with a focus on long-term game IP development [1] - Operating expenses for game and application services decreased by 14.7% year-on-year, showcasing effective cost control [1] - Operating profit for the segment rebounded to RMB 501 million, indicating strong resilience and positive recovery momentum [1] Group 2: AI Strategy in Gaming - The company established an AI production center to enhance organizational efficiency, resulting in a 26.7% reduction in R&D expenses [2] - The flagship IP "Magic Domain" is set to launch multilingual versions to expand into new overseas markets [2] - New game "Code MY" is in small-scale testing, while "Code Alpha" will expand into multiple overseas markets [2] Group 3: AI in Application Services - The company is focusing on AI technology services in the domestic education sector, including a collaboration with Thailand for vocational education [3] - A partnership with Cameroon aims to enhance digital education and improve educational equity and quality [3] - The Hong Kong subsidiary Cherrypicks is transforming into a key platform for Chinese AI technology in overseas markets [3] Group 4: Investment in Emerging Technologies - The company invested in AI edge device firms, successfully launching a new generation of AI glasses [4] - The influence of the company's invested IP matrix continues to grow, enhancing commercialization capabilities [4] - The company holds approximately 12,000 Ether units, valued at RMB 211 million, indicating a strategic focus on AI, XR, robotics, and blockchain technologies [4]
AI+双引擎战略驱动业务升级 网龙2025中报出炉 宣布超6亿港元股东回报计划
Zhi Tong Cai Jing· 2025-08-28 11:38
Financial Performance - In the first half of 2025, the company reported revenue of 2.38 billion RMB and gross profit of 1.66 billion RMB, with a gross margin increase of 2.9 percentage points to 69.5% year-on-year [1] - Operating expenses decreased by 15.6% year-on-year to 1.35 billion RMB, reflecting the effectiveness of cost optimization and efficiency improvement measures [1] Business Operations - The gaming business is undergoing a "long-term operation plan" with stable performance, despite short-term revenue fluctuations, showing only a slight decline in revenue quarter-on-quarter [1] - The Mynd.ai business faced challenges due to increased tariffs and weak demand in core markets, but the company is focused on optimizing operations and improving cost efficiency [1][2] Shareholder Returns - The board approved an interim dividend of 0.5 HKD per share, a 25% increase year-on-year, and plans to distribute no less than 600 million HKD to shareholders through dividends and share buybacks over the next 12 months [2] Strategic Initiatives - The company is embracing the AI era, implementing "AI + gaming" and "AI + education" strategies, with gaming and application services revenue of 1.74 billion RMB in the first half of 2025, down 18.1% year-on-year [2] - The flagship IP "Magic Domain" is enhancing content quality and engaging in various cultural and social projects to boost user activity [2] Product Development - The new product "Code MY" has begun small-scale testing, and the mobile game "Code Alpha" will expand into multiple overseas markets [3] - The company plans to leverage its AI production center to launch multilingual versions of its flagship IP and has successfully entered the mini-game market with "Magic Domain Legend" [3] AI Integration - The company has introduced leading domestic AI model firm Zhongke Wenge as a strategic shareholder to assist its AI transformation [4] - Collaborative AI applications have been developed, marking a significant step for Chinese core AI technology to enter international markets [4]
网龙(00777) - 海外监管公告 上市附属公司 Mynd.ai, Inc.截至二零二五年六月三十...
2025-08-28 11:27
網龍網絡控股有限公司 香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示概不就因本公佈全部或任何部份內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 NetDragon Websoft Holdings Limited 海外監管公告 上市附屬公司 Mynd.ai , Inc. 截至二零二五年六月三十日止六個月之未經審核財務業績公佈 本公告由網龍網絡控股有限公司(「本公司」)董事(「董事」)會(「董事會」)根據香 港聯合交易所有限公司證券上市規則第13.10B條作出。 本公司股東及潛在投資者務請注意投資風險,並於買賣或擬買賣本公司證券時審 慎行事。 (於開曼群島註冊成立的有限公司) (股份代號:777) Mynd.ai , Inc.(「Mynd.ai」,為本公司非全資附屬公司,其股份以美國存託股份形 式於美國的NYSE American上市)已向美國證券交易委員會(「美國證監會」)提交 關於 Mynd.ai 截至二零二五年六月三十日止六個月之之未經審核財務業績的6-K表 格。詳情請參閱隨附的的刊載於美國證監會網站(https://w ...
网龙(00777) - 截至2025年6月30日止六个月之的中期股息

2025-08-28 11:21
EF001 免責聲明 | 公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 | 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因 | | --- | --- | | 股票發行人現金股息公告 | | | 發行人名稱 | 網龍網絡控股有限公司 | | 股份代號 | 00777 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 | 截至2025年6月30日止六個月之的中期股息 | | 公告日期 | 2025年8月28日 | | 公告狀態 | 新公告 | | 股息信息 | | | 股息類型 | 中期(半年期) | | 股息性質 | 普通股息 | | 財政年末 | 2025年12月31日 | | 宣派股息的報告期末 | 2025年6月30日 | | 宣派股息 | 每 股 0.5 HKD | | 股東批准日期 | 不適用 | | 香港過戶登記處相關信息 | | | 派息金額及公司預設派發貨幣 | 每 股 0.5 HKD | | 匯率 | 1 HKD : 1 HKD | ...
网龙(00777) - 2025 - 中期业绩

2025-08-28 11:17
香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈的內容概不負責,對其準確性或完整 性亦不發表任何聲明,並明確表示,概不對因本公佈全部或任何部分內容而產生或因倚賴該等內容而 引致的任何損失承擔任何責任。 NetDragon Websoft Holdings Limited 網龍網絡控股有限公司 (於開曼群島註冊成立的有限公司) (股份代號:777) 我們對公司的長期可持續增長和價值創造潛力充滿信心。憑藉多項戰略投資的積極 成果和充足的現金儲備,我們進一步履行提高股東回報的承諾。經董事(「董事」)會 (「董事會」)已批准每股普通股0.50港元的中期股息,同比增長25%,並計劃在未來 十二個月內通過派息及股份回購的方式,向本公司股東提供不低於600百萬港元的分 派總額(股東回報計劃)。 為促進長期發展,我們全面擁抱AI新時代,踐行『無限成長』的企業理念,進一步 落實『AI+遊戲』和『AI+教育』戰略。在遊戲方面,旗艦長青IP魔域持續提升內容品 質,全面開展多項與非遺文化、社會公益等知名項目的IP聯動,帶動用戶活躍度持 續增長。征服IP在海外擴張、內容消費等方面取得紮實進展,英魂之刃IP的「內容 +賽事」引擎 ...
网龙携手喀麦隆中等教育部推动该国数字教育发展
Zhi Tong Cai Jing· 2025-08-26 07:14
Core Viewpoint - NetDragon has signed a significant cooperation agreement with the Cameroon Ministry of Secondary Education (MINESEC) to promote digital education in Cameroon, addressing key challenges in secondary education and enhancing educational equity and quality [1] Group 1: Partnership Details - The collaboration is part of the World Bank-supported Cameroon Secondary Education and Skills Development Project (PADESCE) [1] - The initial phase will focus on the digital transformation of 250 schools nationwide, utilizing advanced educational technology to create a more inclusive and modern learning environment [1] Group 2: Goals and Objectives - The project aligns with PADESCE's core objectives of improving accessibility, equity, and quality in secondary education [1] - It responds to Cameroon’s National Development Strategy 2030 (NDS30) [1] Group 3: Statements from Officials - The Minister of Secondary Education, Professor Nalova Lyonga, emphasized the importance of this cooperation as a key step towards educational universalization, enabling students to access quality educational resources regardless of their location [1] - NetDragon's Vice Chairman, Dr. Liang Nianjian, expressed honor in supporting the Ministry and PADESCE, aiming to create a digital learning environment that promotes educational equity and empowers teachers and students [1] Group 4: Project Deliverables - The partnership will deliver Prometheus APLX 65-inch interactive panels and Android OPS devices, an integrated learning platform combining online and offline functions, and a comprehensive teacher training system [1] - These resources aim to enhance teaching quality, improve digital literacy, and equip teachers and students with essential skills and tools for success in modern society [1]