心动公司(02400.HK)：《心动小镇》国际服下载量亮眼 后续流水或超预期

Group 1 - The international version of "Heart Town" has exceeded download expectations, reaching 5 million downloads shortly after its launch, which is expected to contribute positively to revenue growth [1] - The game is leveraging its strong IP connections, including a collaboration with "My Little Pony," to enhance user engagement and retention, supported by over a year of operational experience from the domestic version [1] - Upcoming seasonal events during the winter and Spring Festival are anticipated to boost revenue for existing games, while new game developments are expected to provide significant revenue increments [1] Group 2 - The domestic version of "Heart Town" is launching a new year event in collaboration with the popular IP "Pleasant Goat and Big Big Wolf," which includes various player rewards aimed at increasing active user numbers and average revenue per user (ARPU) [2] - The open-world MMO "RO2" is set for offline testing, with expectations that it will become a high-revenue game based on the success of its predecessor [2] - TapTap's domestic monthly active users reached 43.63 million in the first half of 2025, showing a 1% year-on-year increase, with revenue growth of 33% attributed to improvements in advertising algorithms [2]