Core Insights - The company reported a total revenue of approximately RMB 4.047 billion for the fiscal year ending September 30, 2025, representing a year-on-year growth of 33% [1] - The net profit attributable to shareholders reached approximately RMB 520 million, marking a 54% increase compared to the previous year [1] - The growth is attributed to the company's diversified strategy and the deepening of its "entertainment + AI" approach, which has expanded business opportunities across various segments [1] Revenue Breakdown - Revenue from performance content and technology business amounted to RMB 1.339 billion, reflecting a 15% year-on-year increase [1] - The IP derivative business generated revenue of RMB 1.160 billion, showing a remarkable growth of 105% [1][4] User and Market Position - The platform's user base has surpassed 300 million, maintaining a leading position in the global industry [2] - The total transaction volume (GMV) on the platform has shown steady growth, supported by the successful execution of over 2,500 large-scale performances during the reporting period, a 19% increase year-on-year [2] Content Strategy and Performance - The company has successfully hosted high-quality events such as the "2025 Anaya·Xiami Music Festival" and "Yiyang Qianxi 2025 Concert," with live entertainment content revenue growing over 50% year-on-year [3] - The company emphasizes a dual strategy of focusing on "top-tier quality" and "inclusive, affordable" content, leveraging six major content brands to enhance its content ecosystem [2] IP Derivative Business - The IP derivative business, centered around Aliyu, has shown strong growth, with revenue exceeding RMB 1.160 billion, a 105% increase year-on-year [4] - Aliyu has established partnerships with hundreds of quality IPs and thousands of brands, enhancing its commercial value through localized and refined operational strategies [4][5] International Expansion - The company is actively pursuing internationalization, particularly in Southeast Asia and Japan/Korea, leveraging its core capabilities and experience in the Chinese market [3] - The collaboration with Aliyu in exploring the IP performance sector aims to enrich user experiences in IP entertainment [6] Technological Innovation - The company continues to explore innovative business models through "entertainment + AI," with stable market shares in ticketing platforms and collaborations with major cinemas in Hong Kong and Macau [7] - The company has established virtual filming studios and is applying virtual shooting technology to multiple film projects [7] Future Outlook - The company plans to focus on content IP as a core driver, emphasizing business innovation and user value, while expanding overseas markets and increasing the scale of IP derivatives [8]
大麦娱乐(01060)发布中期业绩：多元布局驱动业务结构性升级 归母净利润同比增长54%