游族网络亦着力于产品线的多元化拓新，公司积极推进包括《少年三国志3》《援军来了》《代号： Ball》《大皇帝H5》等在内的十余款新品上线，同时，正在研发的《我的三体：2277》也在新品布局之 列，作为一款 "AI 原生游戏"，其内置的AI工具支持玩家自主使用进行游戏内容创作。 格隆汇8月26日｜游族网络(002174.SZ)昨日发布2025年半年度报告。上半年公司实现营业收入6.88亿 元，整体经营面稳健，归属于上市公司股东的净利润5,015.53万元，同比增长989.31%，扣非净利润为 1,374.33万元。 游族网络坚持精细化运营，旗下《少年三国志》系列、《少年西游记》系列、《权力的游戏 凛冬将 至》等数十款产品流水长期稳健。此外，游族网络通过拓展微信小程序等新兴渠道，进一步挖掘经典IP 价值，《少年三国志》小程序端流水超5000万元，活跃用户规模环比大幅增长41%。 ...

Core Insights - The China Game Developers Conference (CGDC) commenced on August 1 in Shanghai, providing a professional platform for industry developers to engage in deep interaction and discussions [1] - Wang Junsheng, CTO of Youzu Network, presented on the implementation of the company's full-chain AI tools in global game operations and shared the latest advancements in building an AI cultural entertainment ecosystem [1] Development Aspects - Youzu Network focuses on two main directions: "AIGC" and "AI Empowerment for Game Globalization," establishing a comprehensive AI empowerment system across development and publishing [1] - The company is advancing automation, standardization, and scalability in areas such as art asset production, code generation, and localization translation [1] - Youzu's one-stop intelligent translation platform supports translation among 16 languages, significantly reducing localization costs by 80% for overseas game products [1] - Automated testing tools, leveraging natural language processing and code generation, cover 70% of test case writing, enhancing testing efficiency and game quality [1] Publishing Aspects - To address the high demand and costs of advertising materials, Youzu developed AI tools for generating copy, images, and videos, increasing production efficiency by 3-5 times [2] - The company introduced ChatBI, an intelligent BI tool that combines NLP technology with business intelligence, simplifying data analysis through natural interaction [2] - The intelligent operation platform, utilizing Dify workflows, has improved operational efficiency by reducing response times for operational queries by 30% and SQL review cycles from hours to minutes [2] Player Experience Enhancement - AI serves not only to enhance development and operations but also to optimize player experiences [3] - The intelligent game companion "Xiao Youjiang" integrates large language models and multimodal technology, enhancing user engagement across 15 domestic games [3] - Features like "Witch Between" in "Crimson Echo" allow for personalized interactions with NPCs, moving beyond fixed dialogue [3] - The upcoming "AI Native Game" "My Three-Body: 2277" will incorporate AI as a key element for player engagement and narrative recreation [3] Strategic Collaborations - Since last year, Youzu Network has been actively building an AI-driven cultural entertainment ecosystem, forming partnerships with notable companies and institutions [4] - Recent strategic collaborations include a partnership with Sunrise to address the high-performance computing needs in game development, integrating customized GPU solutions [4] - A tripartite collaboration with Great Wall Technology and Shenzhen Confidential Computing aims to provide secure cross-border computing solutions for various industries [4] - Youzu Network was elected as the vice president unit of the Shanghai Artificial Intelligence Industry Association during the 2025 World Artificial Intelligence Conference [4]

Core Viewpoint - The 2025 China Game Developers Conference (CGDC) opened in Shanghai, featuring a keynote speech by Wang Junsheng, CTO of Youzu Interactive, discussing the implementation of AI tools in the global development and operation of RPG games [1] Group 1: AI Empowerment in Game Development - Youzu Interactive has established a comprehensive AI empowerment system that spans the entire development and publishing process through its "AI Innovation Institute" [1] - The intelligent translation platform supports translation among 16 languages, significantly enhancing the efficiency of overseas localization [1] - The automated testing agent can cover most test case writing, improving testing efficiency [1] - AI material generation tools greatly increase the production efficiency of advertising materials [1] - The intelligent operation and maintenance platform significantly reduces the response time for basic operational inquiries [1] Group 2: Enhancing Player Experience - Youzu Interactive is committed to optimizing player experience through AI technology [1] - In the development of the AI-native game "My Three-Body: 2277," AI serves as a crucial element that players can use to enhance enjoyment and participate in the recreation of game narratives and plots [1]

Core Insights - The global competition in artificial intelligence has entered a new phase focused on "data superiority" [1] - Game scenarios contain vast amounts of real-time, highly interactive multimodal data, which are crucial resources for driving AI technology development [1] Company Developments - Youzu Interactive has accumulated extensive experience in game development and publishing over 16 years, leveraging data from one billion global users to enhance AI-enabled game development and publishing [1] - The company has developed an integrated AI tool platform that supports the entire game development and publishing process, featuring functions such as art asset generation, code generation, localization translation, intelligent testing, and content risk control [1] Product Innovations - Youzu Interactive is developing an AI-native game based on the "Three-Body" IP titled "My Three-Body: 2277," which allows players to create game content using built-in AI tools for scene editing, storyline design, and interactive object editing [1] Strategic Collaborations - Youzu Interactive has signed a strategic cooperation agreement with domestic AI chip developer Xiwang to integrate high-performance customized GPU solutions with advanced distributed architecture for future game intelligent development [2] Broader Industry Implications - Game multimodal real-time data is accelerating cross-domain collaborative innovation and has applications beyond the gaming industry, such as providing high-fidelity training materials for embodied intelligence and offering digital overseas expansion experiences for other industries [2] - The gaming industry, represented by Youzu Interactive, has accumulated reusable experience data that can invigorate the innovative inheritance and development of traditional Chinese culture [2]

Core Insights - The first batch of domestic game licenses for 2024 has been issued, with a total of 115 games approved, surpassing the previous month's 105 licenses, indicating a significant increase in the approval rate [1][8] - The stock market reacted positively to the news, with notable gains in several gaming companies, including Zhongqingbao, which rose over 12% [1][2] Group 1: License Issuance - The issuance of 115 game licenses marks a continuous increase, with the previous high being 105 licenses in December 2023 [1][8] - The 2023 total for game licenses reached 1,075, with 977 being domestic and 98 imported, compared to 512 licenses in 2022 [8][9] Group 2: Market Reaction - Following the announcement, A-share gaming stocks experienced a rebound, with Zhongqingbao increasing by 12.44% to 16.72, and other companies like Bingchuan Network and Shengtian Network also seeing gains [2][3] - In the Hong Kong market, companies such as Xindong Company and Zhongyou Game also reported increases, reflecting a broader positive sentiment in the gaming sector [2][3] Group 3: Industry Trends - The stability of the license policy is seen as a positive signal for gaming companies, fostering a trend towards the premiumization of games in the domestic market [9][10] - The gaming industry is moving towards self-regulation, with companies actively participating in setting industry standards, indicating a shift towards sustainable development [9][10]

Core Insights - The company reported a revenue of 1.434 billion yuan for 2024, with overseas revenue accounting for 860 million yuan, representing 60.16% of total revenue [1] - In Q1 2025, the company achieved a revenue of 359 million yuan, a year-on-year increase of 7.29%, and a net profit attributable to shareholders of 24.7035 million yuan, showing a significant growth of 43.74% [1] Group 1 - The company is deepening its "globalization card+" strategy to explore growth potential in emerging markets, with self-developed games like "少年西游记2" and agency games like "三国云梦录" achieving notable success [1] - The company is actively embracing market changes and diversifying its product portfolio, with over ten new titles such as "少年三国志3" and "我的三体：2277" in the pipeline [1] Group 2 - The company is integrating AI deeply into its main gaming business, optimizing advertising strategies and innovating AI tools across the entire publishing process, enhancing operational efficiency [2] - AI technology has been incorporated into the entire game development and operation process, pushing towards automation, standardization, and scalability in game production [2] - The company aims to enhance its R&D and publishing capabilities through technology, creating new growth opportunities and a promising outlook for future performance [2]