OURPALM(SZ:300315) Zhong Zheng Wang·2025-08-22 13:33Core Viewpoint - The company reported a revenue of 358 million yuan and a net profit attributable to shareholders of 47.79 million yuan for the first half of 2025, indicating a focus on sustainable development and innovation in the gaming industry [1]. Group 1: Business Strategy - The company is accelerating the launch of new products while expanding both domestic and international operations, focusing on long-lasting games and optimizing its business structure based on market demands [2]. - In the domestic market, the company is actively entering the mini-game sector, while in the international market, it is concentrating on the SLG genre with projects like "Code H" and "Code S" [2]. Group 2: R&D Investment - The company has significantly reduced sales and management expenses while increasing R&D investment to 134 million yuan, a year-on-year increase of 3.74%, which is crucial for innovation and maintaining competitiveness in the gaming industry [3]. - The ongoing development of SLG projects is expected to become a new growth point for the company's performance, enhancing its market position [3]. Group 3: AI Integration - The company has shown a proactive investment approach, with total investments reaching 223 million yuan, a year-on-year increase of 70.32%, particularly in the integration of AI technology within gaming [4]. - Collaborations with leading AI companies and investments in AI gaming firms, such as Yuyi Technology, highlight the company's forward-looking strategy in the AI+gaming sector [4]. - Despite some short-term fluctuations in financial indicators due to product rhythm, the company remains committed to accelerating new product development and testing [4].