Giant Network(SZ:002558) Hua Xia Shi Bao·2025-09-04 04:44Core Viewpoint - The gaming sector is experiencing a rebound, with Giant Network's stock hitting a new high for the year, driven by strong financial performance and the launch of new games [2][4]. Financial Performance - In the first half of the year, Giant Network achieved revenue of 1.662 billion yuan, a year-on-year increase of 16.47%, and a net profit of 777 million yuan, up 8.27% [4]. - The company plans to distribute a cash dividend of 1.50 yuan per 10 shares to all shareholders [2]. - The flagship mobile game "Original Journey" added over 20 million new users in the first half of the year, with a monthly revenue stabilizing at 100 million yuan [4]. New Game Launches - Giant Network's new game "Supernatural Action Group" launched on January 23, 2025, and has quickly gained market recognition, with a monthly revenue of approximately 49.98 million yuan in June, a 141% increase [7]. - The upcoming game "Moonlight Night CCG" will begin limited testing on September 4, 2023, featuring a 1v1 card battle mode [8]. Strategic Development - The company is focusing on developing mini-games based on existing IPs to leverage user growth and revenue expansion [5]. - Analysts suggest that the transition of traditional games to mini-game platforms can enhance user engagement and maintain the relevance of classic IPs [6]. Market Positioning - Giant Network is positioning itself to create new core IPs while continuing to leverage its existing successful franchises [8]. - The company aims to avoid relying solely on nostalgia and instead focus on innovative content that appeals to both new and existing players [9].