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游族网络2025“中期考”:AI赋能,业绩稳健前行
Chang Jiang Shang Bao· 2025-08-28 03:33
2025年8月25日晚间,游族网络(002174.SZ)发布2025年半年度报告显示,公司上半年实现营业收入6.88 亿元;净利润5015.53万元,同比增长989.31%;扣非净利润1374.33万元,同比增长0.85%。 总体来看,游族网络通过深化AI布局、打造长线产品和坚定海外拓展,实现稳健且高质量的发展。 深化AI布局,游戏业务提质增效实践步入深水区 截至2024年,我国人工智能产业规模突破7000亿元,连续多年保持20%以上的增长率。 2025年上半年,我国生成式人工智能产品实现从技术到应用的全方位进步,产品数量和场景应用持续扩 大。 近年来,生成式AI的浪潮正加速推动中国游戏产业全面智能化。权威机构预测,到2027年,我国AI原 生游戏市场规模预计达337亿元,将实现3年超20倍增长。 早在2023年6月,游族网络宣布AI创新院正式揭牌,并表示AI创新院将致力于推动游戏与AI的深度融合 研究。 2024年,游族网络推出了AI玩伴类产品"小游酱",针对不同目标群体提供个性化定制服务,实现包括智 能交互、专属助理、情感陪伴等功能,为玩家创造丰富多元的互动体验。另外,公司还与火山引擎共同 探索AI在游戏 ...
游族网络半年报:归母净利润同比增长989.31%
报告期内,游族网络持续深化AI赋能业务,打造了覆盖全球化游戏研发与发行全链路 的"YOOZOO.AI"一体化智能平台,驱动业务质效双升。该平台全面支持包含美术资产生成、代码辅助 开发、TTS语音合成、本地化翻译、游戏测试、版本发布、市场推广、内容风控等在内的全流程工具体 系,显著提升了"一个版本、全球发行"的经营效率。 此外,AI技术的深度应用更成为游族网络优化玩家体验的创新引擎。公司推出的AI玩伴"小游酱"及智能 NPC有效提升了精细化运营水平。例如《绯色回响》于6月推出了"魔女之间"功能,《新盗墓笔记》将 于9月推出主角团AI伙伴,借助AI技术塑游戏叙事与玩法新体验。此外,在研"AI原生游戏"《我的三 体:2277》更将AI深度融合于玩法中,AI成为玩家能够自主使用、提升游戏乐趣、参与游戏和剧情"再 创作"的重要元素。 8月25日晚,游族网络(002174)发布2025年半年度报告。报告期内,公司实现营业收入6.88亿元,归 属于上市公司股东的净利润5015.53万元,同比增长989.31%,归属于上市公司股东的扣除非经常性损益 的净利润1374.33万元,AI赋能驱动盈利稳步增长。 在AI技术深度赋能下 ...
情绪消费崛起,AI能否启动新消费引擎?这场大咖沙龙有干货
Nan Fang Du Shi Bao· 2025-05-23 09:32
Group 1 - DeepSeek's launch has sparked global interest and boosted China's tech development, leading to widespread adoption of large models across various consumer sectors such as tourism, transportation, food delivery, and e-commerce for personalized recommendations and efficiency improvements [2] - The central economic work conference emphasized the importance of boosting consumption and expanding domestic demand, particularly through service consumption, which is increasingly driven by consumer demand for high-quality, intelligent services [2] - The "AI + Consumption" initiative aims to reshape the entire consumption landscape, creating new consumer hotspots and scenarios [2] Group 2 - The concept of "emotional value consumption" has emerged, where young consumers prioritize emotional benefits alongside product value, with AI enhancing the understanding of individual preferences [3] - Companies like Super Playmate utilize AI to identify consumer needs and preferences, transforming emotional companionship products into personalized offerings based on user behavior data [3][4] - AI is being integrated into gaming to enhance user engagement and personalize experiences, with companies like Youzu Network leveraging AI for better understanding of player needs and improving service offerings [5] Group 3 - AI is driving efficiency improvements in various sectors, including gaming and e-commerce, by enabling personalized services and enhancing user interaction [6] - Youzu Network has established an AI Innovation Institute to explore AI's potential in global game development and distribution, significantly improving operational efficiency [6] - In the e-commerce sector, AI is transforming product recommendation systems and enhancing app functionalities to better meet complex user demands [6][7] Group 4 - AI is creating new consumer markets by integrating with smart home products and wearable technology, enhancing user interaction and service delivery [9][10] - Companies like萤石网络 are focusing on AI's role in smart home applications, emphasizing the importance of behavioral data for improving service quality [9] - The development of exoskeleton robots is also gaining traction, with companies exploring AI's potential to enhance user experience and functionality [9] Group 5 - The competition for AI talent has intensified, with major tech companies launching aggressive recruitment campaigns to attract skilled professionals [11] - Companies are also focusing on internal AI integration, streamlining operations and enhancing productivity through AI tools [11][12] - The younger workforce in the toy industry is driven by passion and creativity, leading to innovative approaches in product development [12][13]