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港股异动 赤子城科技(09911)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 - Zhi Zi Cheng Technology (09911) has seen a nearly 3% increase in stock price, currently at HKD 10.68, with a trading volume of HKD 27.11 million. The company reported significant growth in its social business and innovative business revenues for the upcoming fiscal period [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 2024 [1]. Group 2: Innovative Business Performance - For the six months ending June 30, 2025, the total revenue from the innovative business is anticipated 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 the social business revenue is attributed to the company's utilization of AI technology to drive the steady growth of diverse social products [1]. - The steady increase in innovative business revenue is primarily due to the robust development of traffic monetization and social e-commerce, along with contributions from high-quality games developed by the company [1].