掌趣科技：前三季度实现营收5.34亿元

Core Insights - The company reported a total revenue of 534 million yuan and a net profit attributable to shareholders of 77 million yuan for the first three quarters of 2025, with a quarterly revenue of 176 million yuan and a net profit of 29 million yuan in Q3 [1] - The company is focusing on a sustainable development path by enhancing global research and operational capabilities while accelerating the development of new products, particularly in the casual gaming sector [1][2] - The company has made significant investments in R&D, with R&D expenses increasing by 3.4% year-on-year to 197 million yuan, and is leveraging AI technology in gaming through the launch of the "LayaIdea" tool [2] Financial Performance - For the first three quarters of 2025, the company achieved a revenue of 534 million yuan and a net profit of 77 million yuan, with a quarterly revenue of 176 million yuan and a net profit of 29 million yuan in Q3 [1] - The company has effectively reduced sales and management expenses by 24.2% and 18.1% respectively, while maintaining core business investments [2] Strategic Focus - The company is committed to a dual strategy of "heavy attack + light diversion" to create a complementary business ecosystem, focusing on both high-quality products and casual gaming [1] - The company has established a comprehensive layout for "AI + gaming," marking a transition from technical exploration to commercial application with the launch of the "LayaIdea" tool [2] Market Outlook - Despite short-term pressures in the gaming industry, the company is positioned to capitalize on new product launches and accelerated overseas market expansion, aiming to seize opportunities during the industry's recovery phase [3]