KINGNET(SZ:002517) Zheng Quan Shi Bao Wang·2025-08-31 11:15Core Insights - Kaiying Network (002517) reported a revenue of 2.578 billion yuan for the first half of 2025, representing a year-on-year growth of 0.89%, while the net profit attributable to shareholders reached 950 million yuan, up 17.41% year-on-year, showcasing resilience and growth amid industry recovery and AI innovation acceleration [1] Group 1: AI Innovations and Strategic Developments - The company is focusing on a diversified strategy, emphasizing "AI + IP" as two key business modules, in response to the booming AI sector and the recovery of the gaming industry [1] - The launch of the "SOON" AI full-process development platform allows for the generation of playable games from a single sentence input, significantly reducing the traditional game development cycle from months to hours, thereby enhancing efficiency and lowering costs [1][2] - "SOON" breaks down game generation into three core elements: art assets, code creation, and numerical design, utilizing AI agents for collaborative module generation, and introduces the role of "game preset designers" to streamline the game creation process [2] Group 2: Emotional Companionship and AI Hardware - Kaiying Network is venturing into the emotional companionship sector with the launch of the "Warm Star Valley Dream Journey" AI toy brand, featuring smart toys that provide personalized emotional support through AI capabilities [2] - The company is also involved in the development of the world's first 3D EVE AI companionship application, which aims to establish long-term virtual emotional connections using self-developed multimodal interaction systems [2] - In the AI hardware space, the company’s invested enterprise DPVR unveiled the DPVR AI Glasses, equipped with advanced features such as electronic image stabilization and intelligent interaction capabilities [3]