Giant Network(SZ:002558) Xin Lang Cai Jing·2025-08-04 08:23Company Performance - Since May, Giant Network (002558.SZ) has seen a remarkable stock price increase of over 60% in a single month [1] - The game "Supernatural Action Group," which began public testing in January, has significantly contributed to the stock's performance, achieving a monthly revenue of over 70 million yuan in June and breaking 1 million daily active users [2][3] - As of August 4, 2025, Giant Network's stock price closed at 26.53 yuan per share, with a cumulative increase of 84.36% since May, outperforming the industry average [3] Industry Overview - The Chinese gaming industry has shown a notable recovery, with actual sales revenue reaching 325.78 billion yuan in 2024, a year-on-year increase of 7.53% [4] - The number of gaming users in China has grown to 674 million, reflecting a 0.94% increase year-on-year [4] - In the first half of 2025, the domestic gaming market achieved a record sales revenue of 168 billion yuan, up 14.08% year-on-year, with the user base nearing 679 million [5] Future Outlook - Analysts predict that Giant Network's earnings per share for 2025 will be 0.89 yuan, a 14.1% increase from the previous year, with a projected net profit of 1.716 billion yuan, up 20.46% year-on-year [5] - The success of "Supernatural Action Group" is expected to enhance the company's earnings stability and validate its expansion and R&D capabilities, potentially leading to a valuation premium [6]