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神州泰岳(300002) - 2025年8月26日投资者关系活动记录表
2025-08-26 18:26
Group 1: Financial Performance - In the first half of 2025, the company achieved a revenue of 26.85 billion CNY and a net profit attributable to shareholders of 5.09 billion CNY [3] - In Q2 2025, revenue was 13.61 billion CNY, reflecting a quarter-on-quarter growth of 2.85%, while net profit for the same quarter was 2.71 billion CNY, with a quarter-on-quarter increase of 13.45% [3] Group 2: Product Performance - The two flagship products, "Age of Origins" and "War and Order," generated revenues of 15.02 billion CNY and 4.65 billion CNY respectively in the first half of 2025, with both games having cumulative revenues exceeding 1 billion USD [3] - "Age of Origins" has been rising in the Chinese mobile game revenue rankings as of July 2025 [3] Group 3: Market Insights - The SLG market has seen a significant increase in top products' monthly revenue ceilings, rising from 50 million USD to 200 million USD over the past two years, indicating a favorable market expansion [3] - The company aims to develop new products that can represent the current leading status in the SLG market [4] Group 4: AI Product Development - The newly launched AI product, avavox, integrates general large models with proprietary NLP technology to address commercial application challenges such as latency and AI hallucinations [5] - avavox is designed for ease of use, allowing clients to set up their voice robots in 30 seconds and utilize them in three steps, targeting high-frequency application scenarios for small and medium-sized B2B clients [6] - The pricing model for avavox is low, starting at 88 CNY per month, making it accessible for small B clients [6]