顺网科技 20250825 摘要 顺网科技 2025 年上半年营收增长 25.09%，净利润增长 69.22%，扣 非净利润增长 54.21%，利润增速显著高于营收，主要受益于网络广告 和增值业务板块的强劲表现，以及网吧行业景气度回升。 PC 端游戏复兴趋势明显，体现在用户行为、游戏公司广告投放及版号申 请类型变化上，顺网科技已通过网络广告和增值业务数据验证了这一趋 势，并预计将持续发展。 网吧行业自 2023 年疫情后持续复苏，2024 年及 2025 年经营景气度 向好，上座率显著提高，带动顺网科技网络广告和增值业务收入增长， 并迎合了新兴主流消费群体的需求。 顺网科技持续进行产品创新，如"网维大师 9,300"引入技术改进和 AI 技术，提升游戏性能和广告精准投放效果，满足广告客户需求。 2025 年 ChinaJoy 展会参展人次创新高，顺网科技新增创作者专区及机 器人等板块，并推进增量业务项目，有望在第四季度落地，为公司带来 新的营收增长点。 Q&A 请介绍一下顺网科技的业务模式，并分享 2025 年上半年的业绩亮点。 顺网科技主要从事电竞科技领域的相关服务，涵盖软件服务和平台级服务。公 司在网吧经 ...

Group 1: Company Strategy and Financial Management - The company emphasizes a cautious financial management approach while exploring business and technology development opportunities [3][4][9] - The company plans to enhance its core competitiveness by leveraging technological advancements and continuous innovation in the esports and interactive entertainment sectors [16][18] - The company aims to maintain a balance between operational funding needs and investment returns by utilizing idle funds for low-risk financial products [4][19] Group 2: AI and Computing Power Development - The company has established over 300 edge computing power rooms, serving more than 700,000 terminals by the end of 2024 [10][11][19] - The focus is on developing AI MaaS services and intelligent agent applications, integrating various computing resources to provide cost-effective AI model services [24][26] - The company is actively exploring AI applications in various sectors, including smart customer service and healthcare [17][24] Group 3: Market Position and Industry Trends - The esports industry is projected to grow, with a 14.7% increase in the number of esports venues and an estimated revenue of around 90 billion yuan in 2024 [18] - The company is committed to adapting to industry trends, including the shift towards cloud-based storage and computing power [18][24] - The company is open to potential mergers and acquisitions to enhance its market position and resource integration [9][24] Group 4: Investor Relations and Communication - The company ensures transparent and timely information disclosure, adhering to regulations to prevent the leakage of significant undisclosed information [2] - The company actively engages with investors, addressing their concerns and providing updates on business performance and strategic direction [2][3][4] - The company is focused on enhancing investor confidence through sound governance and operational practices [23][28]