掌趣科技2025年业绩预告：新品加速推进，多维度蓄力业绩修复

Core Viewpoint - The company expects a net profit loss of between -90 million to -180 million yuan for the year 2025, primarily due to the decline in performance of its associate company Webzen Inc., leading to the provision for long-term equity investment impairment [1] Group 1: Financial Performance - The company forecasts a net profit loss of -90 million to -180 million yuan for 2025, with a net profit loss of -100 million to -200 million yuan after excluding non-recurring gains and losses [1] - The decline in performance is attributed to the impairment provision related to the company's investment in Webzen Inc. [1] Group 2: Business Development - The company is conducting paid tests for multiple SLG games (codenamed H, LS, QS, and F3) and is developing several mini-program games [1][2] - The company has established a dual-line development pattern of "mature product long-cycle operation + emerging track breakthroughs," covering various game categories such as SLG, card games, MMO, and mini-games [1] - The company aims to enhance its game business by focusing on the domestic mini-game market and the overseas SLG market, with plans for further commercialization based on testing results [2] Group 3: AI Integration - The company is intensifying its "AI + gaming" strategy by collaborating with top AI firms to integrate AI technology into game development [3] - The launch of the 3D game AIGC development tool "LayaIdea" in partnership with Lanya Box is expected to significantly reduce production costs and development cycles for 3D games [3] - The company’s long-term investments in the AI industry chain are beginning to yield returns, with an expected profit impact of 23.26 million yuan from its investment in MiniMax Group Inc. [3] Group 4: Market Outlook - Despite short-term performance challenges, the company is well-positioned for business recovery due to stable support from mature products and a robust global operational system [4] - The dual-track growth strategy, deep integration of AI and game development, and the ongoing recovery of the gaming industry policy environment are expected to drive the company's performance recovery [4]