润歌互动收涨逾64% 2026年体彩行业有望迎来高增 公司战略布局AI赋能线下门店

Core Viewpoint - Runge Interactive (02422) experienced a significant stock price increase of 64.29%, closing at HKD 1.15 with a trading volume of HKD 10.47 million, driven by the upcoming 2026 FIFA World Cup and its potential impact on the lottery industry [1] Group 1: Industry Insights - The 2026 FIFA World Cup will take place in June to July across 16 cities in the USA, Canada, and Mexico, which is expected to boost lottery sales significantly [1] - Historical data shows that lottery sales are highly correlated with the excitement of sports events, with a notable increase of over 100% in lottery sales during the 2022 Qatar World Cup [1] - Major sporting events such as the World Cup, Winter Olympics, and Asian Cup are anticipated to create a cyclical effect that could lead to a temporary surge in the lottery industry [1] Group 2: Company Strategy - Runge Interactive aims to innovate the offline service ecosystem of China's lottery industry by leveraging over 400,000 community lottery stores as a core breakthrough for AI digital transformation [1] - The company has achieved full industry chain coverage in the lottery sector, from upstream lottery communication equipment to midstream specialized industry solutions and downstream operations and services for lottery sales terminals [1] - By 2025, Runge Interactive plans to enhance its focus on AI marketing services for lottery stores through strategic investments and acquisitions, thereby driving revenue growth for store owners in the context of the World Cup [1]