10月10日，掌趣科技（300315）召开2025年第二次临时股东大会与第六届董事会第一次会议，顺利完成 董事会换届选举及高级管理人员聘任，相关议案均获审议通过，为公司后续战略落地夯实治理基础。 公开资料显示，新任董事长刘志刚履历覆盖电信、互联网、云计算及游戏领域，兼具跨行业管理与技术 落地经验，其跨领域视野将为掌趣科技SLG赛道推进、云游戏布局及战略决策提供关键支撑。 当前掌趣科技"产品+技术"双轮驱动优势显著：产品端聚焦SLG高潜力赛道，加快《代号H》《代号S》 等新游研发调优，同时深耕小游戏市场，以轻量化产品覆盖用户碎片化需求；技术端积极布局"AI+游 戏"，与蓝亚盒子联合推出的业内首个商用3D游戏AIGC开发工具LayaIdea已落地，可赋能互动广告试 玩、游戏原型开发等场景，助力研发提效。 此次治理层换届与高管团队搭建，进一步优化了掌趣科技的决策与执行体系。新董事长的跨领域经验与 公司既有的产品、技术储备相结合，掌趣科技有望在游戏行业变革中持续把握机遇，推动"AI+游戏"与 精品化战略深度融合，实现高质量发展。 ...

Core Insights - The company reported a revenue of 358 million yuan and a net profit attributable to shareholders of 48 million yuan for the first half of 2025, with a net profit excluding non-recurring gains and losses of 50 million yuan [1][2] - Despite short-term fluctuations in some financial indicators due to product scheduling, the company is actively investing in R&D and accelerating the development and testing of new products to build strong momentum for future growth [1][2] Financial Performance - The company achieved a revenue of 358 million yuan in the first half of 2025, with a net profit of 48 million yuan [1] - R&D investment reached 134 million yuan, reflecting a year-on-year increase of 3.74% [2] Strategic Focus - The company is focusing on sustainable development by integrating research and operations, enhancing global operational capabilities, and refining operational standards [2] - In the domestic market, the company is actively entering the mini-game sector, while in the international market, it is concentrating on the SLG segment with projects like "Code H" and "Code S" [2] Market Trends - The gaming market is experiencing intensified competition with evolving consumer demands, prompting the company to focus on evergreen games and optimize its product and service offerings [1][2] - The company is closely monitoring advancements in AI technology and exploring potential applications [3]