顺网科技2025年第三季度网上业绩说明会问答实录

Core Viewpoint - The company is experiencing a decline in revenue due to the optimization of its business structure, focusing on reducing low-margin businesses while enhancing its cloud and gaming services [5][6][11]. Group 1: Business Collaboration and Development - The company has formed a partnership with Zhejiang Xianqu Interactive Entertainment to build a PC game ecosystem within the "996 Box," aiming to enhance user engagement and market growth [1]. - The cloud business has established over 300 edge data centers and 50,000 operational e-sports grade computing resources, marking a significant milestone in its infrastructure development [3][19][41]. Group 2: Revenue and Financial Performance - The decline in third-quarter revenue is attributed to the company's strategic decision to optimize its business structure, leading to a reduction in low-margin internet value-added services [5][6][11]. - Despite the revenue drop, the company maintains that its core business remains stable, with ongoing exploration of new projects in the e-sports and entertainment sectors [35][42]. Group 3: Future Growth and Strategic Plans - The company is entering a new phase of its cloud business, focusing on deepening its business model and accelerating infrastructure development, which is expected to lead to significant revenue growth [3][19][41]. - The company is actively seeking opportunities for investment or mergers and acquisitions to enhance its capabilities in the cloud computing and artificial intelligence sectors [14][26][77].