恺英网络上半年归母净利润同比增长17.41%

Core Viewpoint - Kaiying Network has reported a steady growth in revenue and net profit for the first half of 2025, leveraging its strong IP reserves and technological innovations to expand its global operations [1] Group 1: Financial Performance - In the first half of 2025, Kaiying Network achieved a revenue of 2.578 billion yuan, representing a year-on-year increase of 0.89% [1] - The net profit attributable to shareholders reached 950 million yuan, showing a year-on-year growth of 17.41% [1] - Overseas revenue for the first half of 2025 was 202 million yuan, marking a significant year-on-year increase of 59.57% [1] Group 2: Market Strategy - The company is focusing on expanding its presence in the overseas markets, particularly in the US, Japan, and South Korea, which collectively account for over 55% of the self-developed game overseas market revenue [1] - Kaiying Network plans to continue its growth trend in the second half of the year by consolidating its market base in Japan and Southeast Asia while gradually exploring the European and American markets [1] Group 3: Product Development and Innovation - The company has launched several new game products utilizing its self-developed and licensed IP advantages, achieving notable success [1] - AI technology has been deeply integrated into game development and application, serving as a key driver for industry upgrades [1] - Kaiying Network is developing an independent game generation tool called "SOON," which is currently in internal testing and has attracted strategic investments [2] - The company is also introducing a series of AI companion products under the "AI+IP" initiative, including a 3D AI intelligent companion application [2] Group 4: Strategic Partnerships and Ecosystem - Kaiying Network has invested in DPVR, which has launched its first AI glasses product, enhancing the company's strategic extension into the AI and hardware ecosystem [3] - Analysts note that with the gradual implementation of AI applications, Kaiying Network is expanding its business boundaries beyond traditional gaming, building a new ecological moat characterized by "technological barriers + diverse scenarios" [3]