Ultrapower(SZ:300002) Xin Lang Cai Jing·2025-08-26 19:02Core Viewpoint - Shenzhou Taiyue Software Co., Ltd. reported strong financial performance in the first half of 2025, with a focus on its long-standing game products and new AI technology developments [1] Financial Performance - In the first half of 2025, the company achieved revenue of 2.685 billion yuan and a net profit attributable to shareholders of 509 million yuan [1] - In Q2 2025, revenue was 1.361 billion yuan, reflecting a quarter-on-quarter growth of 2.85%, while net profit for the same period was 271 million yuan, showing a quarter-on-quarter increase of 13.45% [1] Game Products - The two long-standing games, "Age of Origins" and "War and Order," generated revenues of 1.502 billion yuan and 465 million yuan respectively in the first half of 2025, with both surpassing 1 billion USD in cumulative revenue [1] - "Age of Origins" showed an upward trend in the July mobile game revenue rankings in China, indicating sustained player engagement [1] - The company plans to enhance the long-term operational potential of these games through stable investment and frequent updates [1] SLG Market Insights - The monthly revenue ceiling for leading SLG products has significantly increased from 50 million USD to 200 million USD over the past two years, indicating a favorable expansion of the SLG market [1] - Companies like Shellwood, which have deep expertise in the SLG sector, are well-positioned to capitalize on this market growth [1] New Product Development - The new AI product "avavox" integrates general large models (like ChatGPT) with the company's own NLP capabilities to address issues such as latency and AI hallucinations [1] - "avavox" is designed to be lightweight and international, allowing B2B clients, especially small and medium-sized businesses, to easily set up and use voice robots [1] - The product features a low entry barrier with a subscription model starting at 88 yuan per month, facilitating user adoption [1]