Giant Network(SZ:002558) Mei Ri Jing Ji Xin Wen·2025-08-28 10:05Core Viewpoint - Giant Network has shown significant growth in its financial performance for the first half of 2025, driven by the success of its new game "Supernatural Action Group" and the expansion of its user base through existing IPs [1][3][6]. Financial Performance - The company reported a revenue of 1.662 billion yuan, representing a year-on-year increase of 16.47% [2]. - The net profit attributable to shareholders was 777 million yuan, up 8.27% from the previous year [2]. - The net cash flow from operating activities increased by 59.74% to 743 million yuan [2]. - Total assets reached 16.253 billion yuan, a growth of 10.25% compared to the end of the previous year [2]. Product Performance - "Supernatural Action Group," launched on January 23, 2025, achieved over 1 million concurrent users by July and ranked in the top 5 of the iOS free game chart [1][5]. - The game has garnered over 3 billion views on social media platforms, indicating a significant viral marketing effect [5]. - The flagship mobile game "Original Journey" added 2 million users in the first half of the year, maintaining a monthly revenue of 100 million yuan [6]. Strategic Transition - The success of "Supernatural Action Group" marks a pivotal shift for Giant Network from a traditional MMO developer to a "full-category game company" [6]. - The company is focusing on a "Evergreen Game" strategy, revitalizing classic IPs to attract new user demographics, including older users [6][8]. Industry Context - The gaming industry is undergoing a transformation with increased competition in the casual gaming sector, driven by technological advancements and changing consumer preferences [7]. - AI technology is becoming integral to game development, with major companies investing in self-developed models to create competitive advantages [7][8]. Innovation and Collaboration - Giant Network is leveraging AI in its game development processes, enhancing user interaction and experience through advanced technologies [8][10]. - The company is collaborating with various tech firms to build an AI infrastructure that supports its gaming ecosystem [10].