Giant Network(SZ:002558) Ge Long Hui·2025-07-09 13:40Group 1 - The core viewpoint of the articles highlights that Giant Network has achieved a market capitalization exceeding 50 billion yuan, positioning itself among the top three gaming companies in A-shares, driven by the success of its new game "Supernatural Action Group" and a robust AI strategy [1][2] - The game "Supernatural Action Group," launched in early 2025, has rapidly gained popularity, ranking in the top three of the iOS free games chart and the top ten in the best-selling chart, indicating strong market demand [1] - The game has primarily relied on organic community-driven promotion rather than large-scale marketing, suggesting a potentially higher profit margin compared to existing games, with revenue expected to increase further during the summer [1][2] Group 2 - Giant Network's "gaming + AI" strategy has been effective, establishing a comprehensive AI production system and forming long-term partnerships with major domestic AI models, enhancing its competitive edge [2] - The return of founder Shi Yuzhu to the company has been pivotal, with his extensive involvement in R&D leading to a projected 31% increase in net profit for 2024, reaching 1.425 billion yuan [2] - The company's focus on self-research and continuous AI development is expected to unlock significant long-term growth potential as more products are launched and the AI strategy progresses [2]