灌木丛战略

Search documents
赤子城科技上半年归母净利润同比增长117.8% “社交+创新”两大业务齐发力
Zheng Quan Ri Bao Wang· 2025-08-28 12:45
本报讯 (记者李春莲)8月28日,赤子城科技有限公司(以下简称"赤子城科技")发布2025年中期业绩公告,得益于社交 业务、创新业务双线爆发,以及AI技术的深化应用,上半年,公司实现客户合约收入31.81亿元,同比增长40.0%;毛利达17.75 亿元,同比增长55.6%;归母净利润4.89亿元,同比大幅增长117.8%。 上半年,赤子城科技社交业务持续稳健增长,收入达28.34亿元,同比增长37.0%。其中,陪伴社交平台SUGO和游戏社交 平台TopTop表现突出,收入增长均超过100%。利润方面,SUGO同比增长超过150%,TopTop同比增长超过100%。 值得一提的是,TopTop月流水在今年上半年突破了千万美元,成为继MICO、SUGO之后,公司第三款月流水超过千万美 元的产品。这背后是公司持续复制爆款的能力,也印证了全球社交娱乐"灌木丛"的广阔空间。 今年上半年,公司创新业务收入达3.47亿元,同比增长70.5%,与社交业务共同推动公司业绩稳步上扬。以《Alice's Dream:Merge Games》为代表的旗舰游戏进入长线运营阶段,进入盈利回收期。社交电商业务荷尔健康利润同比增长超 100 ...
赤子城科技2025年中期业绩亮眼:营收同比增长40.0%,归母净利润大幅提升117.8%
Ge Long Hui· 2025-08-28 11:48
8 月 28 日,赤子城科技发布 2025 年中期业绩公告,得益于社交业务、创新业务双线爆发,以及 AI 技 术的深化应用,公司上半年取得显着业绩增长,营收同比增长 40.0%,归母净利润大幅增长 117.8%。 分业务线看,公司社交业务贡献主要收入,后发产品 TopTop、SUGO 持续爆发,先发产品 MICO、 YoHo 稳定贡献利润;创新业务收入同比飙升 70.5%,精品游戏及社交电商业务均有亮眼表现。 分市场看,中东北非作为公司优势市场,继续释放巨大商业潜能,上半年公司核心社交产品在 MENA 地区收入同比增长超 60%。 财务业绩全面增长,"社交+创新"双轮提速 截至 2025 年 6 月 30 日止六个月,公司实现客户合约收入 31.81 亿元(人民币,下同),同比增长 40.0%;毛利达 17.75 亿元,同比增长 55.6%;公司归母净利润 4.89 亿元,同比大幅增长 117.8%;经调 整 EBITDA 为 6.46 亿元,同比增长 44.0%。 上半年,公司社交业务持续稳健增长,收入达 28.34 亿元,同比增长 37.0%。其中,陪伴社交平台 SUGO 和游戏社交平台 TopTop 表 ...
赤子城科技(09911.HK):SUGO、TOPTOP强劲表现带动社交业务增长 业绩整体符合预期
Ge Long Hui· 2025-08-15 05:01
Core Viewpoint - The company, ZhiZi City Technology, is expected to see significant revenue and profit growth in the first half of 2025, driven by strong performance in its social business and innovative products, particularly in the AI-driven sector [1][2][3]. Group 1: Financial Performance - Total revenue for the first half of 2025 is projected to be between RMB 31.35 billion and RMB 32.15 billion, representing a year-on-year growth of 38.0% to 41.5% [1]. - Net profit attributable to shareholders is expected to be around RMB 4.70 billion to RMB 5.10 billion, showing a substantial increase of 108.9% to 126.7% year-on-year [1]. - Adjusted EBITDA is anticipated to be approximately RMB 6.30 billion to RMB 6.70 billion, reflecting a growth of about 40.6% to 49.6% [1]. Group 2: Social Business Growth - The social business is expected to generate revenue between RMB 28.00 billion and RMB 28.60 billion, with a year-on-year increase of 35.4% to 38.3% [2]. - Key contributors to this growth include strong performance from new products SUGO and TopTop, with SUGO ranking 7th in revenue among social network apps in the Middle East [2]. - The company is enhancing its market presence globally, with SUGO showing promising adaptability in new markets such as Latin America and Europe [2]. Group 3: Innovative Business Development - Innovative business is projected to achieve explosive growth, with expected revenue between RMB 3.35 billion and RMB 3.55 billion, marking a year-on-year increase of 65.0% to 74.9% [3]. - The success is attributed to stable development in traffic monetization and social e-commerce, alongside the gradual revenue contribution from premium games [3]. - The company is focusing on shortening game development cycles and improving operational efficiency, which is expected to drive stronger growth in this segment [3].