Group 1 - The core viewpoint of the articles highlights the strong performance of Xindong Company, with a mid-year revenue forecast of at least 3.05 billion yuan (approximately +37% year-on-year) and a net profit of at least 790 million yuan (approximately +215% year-on-year) for the first half of 2025, exceeding expectations [1] Group 2 - The self-developed games such as "Ragnarok M: Original Server," "Xindong Town," and "Torchlight: Infinite" have shown strong performance, driving revenue and gross margin increases [1] - The TapTap app maintains stable monthly active users (MAU) year-on-year, with improvements in advertising algorithms and user engagement contributing to revenue and profit growth [1] Group 3 - The new game "Xindong Town" achieved a top 10 ranking in sales following its anniversary version launch on July 17, marking a new high for the year; the overseas version of "Etheria: Restart" entered the top 50 in the U.S. sales chart, demonstrating strong performance [1] - The domestic version of "Etheria" is scheduled for full platform testing on September 25, expected to contribute to new user growth; Xindong's next-generation self-developed game "Ragnarok RO: Guardian of Eternal Love 2" will begin its first test on TapTap in December, supporting the company's long-term growth [1] - TapTap has significantly increased the number of PC games released this year, focusing on the launch and operation of the PC version, indicating growth potential [1] Group 4 - Xindong announced the acquisition of a 5.3% stake in MiAO for $14 million; MiAO is a startup founded by former Giant CEO Wu Meng, with a team experienced in high DAU social games [2]
心动公司(2400.HK):新游表现强劲 看好游戏社区成长性