赤子城科技涨近3% 预期上半年社交业务收入同比大幅增长约35.4%至38.3%

Core Viewpoint - The company, Zhizi City Technology (09911), has shown a significant increase in its social business metrics and revenue projections, driven by AI technology and diversified product offerings [1] Group 1: Social Business Performance - As of June 30, 2025, the cumulative download of the company's social business reached approximately 870 million, an increase of about 5.5% from March 31, 2025 [1] - The average monthly active users for the social business in the second quarter of 2025 reached approximately 33.85 million, reflecting a quarter-on-quarter growth of about 3.1% [1] - The total revenue for the social business for the six months ending June 30, 2025, is expected to be around RMB 2.8 billion to 2.86 billion, representing a year-on-year growth of approximately 35.4% to 38.3% compared to the same period in 2024 [1] Group 2: Innovative Business Performance - For the six months ending June 30, 2025, the total revenue from the company's innovative business is projected to be around RMB 335 million to 355 million, indicating a year-on-year growth of approximately 65.0% to 74.9% compared to 2024 [1] - The significant growth in innovative business revenue is attributed to the company's effective monetization of traffic, social e-commerce, and contributions from high-quality games developed by the company [1]