本报讯 （记者许林艳）8月27日，北京神州泰岳软件股份有限公司（以下简称"神州泰岳"）发布2025年 中报。今年上半年，公司实现营业收入26.85亿元；实现归母净利润5.09亿元；分季度看，第二季度营收 13.61亿元，环比增长2.85%，第二季度归母净利润2.71亿元，环比增长13.45%。 全面拥抱AI技术，加速多行业落地渗透 除游戏业务外，AI驱动的软件与数智化服务业务也是半年报中的亮点之一。 新游蓄势待发，老游筑牢营收根基 今年以来，全球SLG（策略类游戏）市场规模持续扩容，神州泰岳也迎来新游戏密集上线的窗口期。 2025年初，公司陆续在海外商业化测试两款"SLG+模拟经营"新游戏——《Stellar Sanctuary》和《Next Agers》。据公司介绍，这两款产品已处于商业化测试后期，预计将在今年下半年正式推广。上述两款 产品已获得国内版号，也将择期在国内发行。公司表示，基于对SLG市场的持续看好，公司这两年加大 了相关新品的储备力度。除已经开始商业化测试的产品外，公司还有多款SLG新品在今明两年陆续投放 市场。业内分析认为，在SLG市场明显扩容的背景下，真正有实力制作、发行新品的手游厂商极为 ...

8月27日，游戏板块早盘震荡攀升，游戏ETF(159869)现小幅微涨。游戏板块近期回暖趋势显著，游戏ETF(159869)今日或冲击"六连阳"，此外 游戏ETF(159869)已连续4个交易日获资金净流入，累计"吸金"达3.11亿元，备受资金青睐。 消息面上，国务院发布关于深入实施"人工智能+"行动的意见，到2027年，率先实现人工智能与6大重点领域广泛深度融合，新一代智能终端、 智能体等应用普及率超70%，智能经济核心产业规模快速增长，人工智能在公共治理中的作用明显增强，人工智能开放合作体系不断完善。到 2030年，我国人工智能全面赋能高质量发展，新一代智能终端、智能体等应用普及率超90%，智能经济成为我国经济发展的重要增长极，推动 技术普惠和成果共享。到2035年，我国全面步入智能经济和智能社会发展新阶段，为基本实现社会主义现代化提供有力支撑。 天风证券（601162）表示，中国AI板块延续模型与应用双线共振的积极趋势，国产模型能力持续演进。DeepSeek发布V3.1版本，重点增强了 代码理解与Agent任务的执行能力，DeepSeek在模型能力和硬件适配上的双重突破，体现出国产AI公司正在形成以"模 ...

Core Insights - The company reported a revenue of 2.685 billion yuan and a net profit of 509 million yuan for the first half of 2025, with a quarterly revenue of 1.361 billion yuan in Q2, reflecting a 2.85% quarter-on-quarter growth, and a net profit of 271 million yuan in Q2, showing a 13.45% quarter-on-quarter increase [2] Group 1: Game Business Performance - The global SLG (strategy game) market is expanding, and the company is set to launch two new games, "Stellar Sanctuary" and "Next Agers," in the second half of the year after successful commercialization testing [3] - The gaming segment generated 2.028 billion yuan in revenue in the first half of 2025, accounting for 75.53% of total revenue, with mainstay games "Age of Origins" and "War and Order" generating 1.5 billion yuan and 465 million yuan respectively [4] Group 2: AI Technology Integration - The company is embracing AI technology, launching the "Taiyue Lighthouse" AI model application system in June 2025, which integrates AI capabilities across various business lines [5] - The upgraded avavox intelligent voice robot has been introduced, covering diverse industry scenarios and is designed with global market needs in mind [6] Group 3: Innovation and Growth Expectations - The company is launching new products in various innovative sectors, including an eye-care online class screen series and advanced monitoring devices for power systems, enhancing operational intelligence and safety [8] - The upcoming launches of new games and AI products are expected to drive significant growth, with analysts predicting high revenue growth for the new games [8]

Core Insights - The company reported a revenue of 2.685 billion yuan and a net profit of 509 million yuan for the first half of 2025, with a quarterly revenue of 1.361 billion yuan in Q2, reflecting a 2.85% increase quarter-on-quarter, and a net profit of 271 million yuan in Q2, showing a 13.45% increase quarter-on-quarter [1] Group 1: Game Business Performance - The global SLG (strategy game) market is expanding, and the company is set to launch two new games, "Stellar Sanctuary" and "Next Agers," in the second half of the year after successful commercialization testing [2] - The gaming segment generated 2.028 billion yuan in revenue in the first half of 2025, accounting for 75.53% of total revenue, with mainstay games "Age of Origins" and "War and Order" generating 1.5 billion yuan and 465 million yuan, respectively [3] Group 2: AI Technology Integration - The company is embracing AI technology, launching the "Taiyue Lighthouse" AI model application system to integrate AI capabilities across various business lines, enhancing commercial applications [4] - The upgraded avavox intelligent voice robot has been introduced, covering diverse industry scenarios and addressing different market needs, including plans for an overseas version [5] Group 3: Innovation and Growth Expectations - The company is launching new products in various innovative sectors, including an eye-care online course screen series and advanced monitoring devices for power systems, aimed at enhancing operational safety and efficiency [6] - The combination of improved Q2 performance, upcoming game launches, and AI product upgrades are seen as key growth drivers for the company [7]

Group 1 - The gaming sector showed slight fluctuations on August 25, with the gaming ETF (159869) turning positive and experiencing a small increase, with stocks like Gigabit, Zhejiang Shuju, Aofei Entertainment, Light Media, and Xinghui Entertainment leading the gains [1] - The gaming ETF (159869) has seen a net inflow of funds totaling 85.99 million yuan over the past five trading days, indicating strong investor interest [1] - In July, China's gaming market achieved actual sales revenue of 29.084 billion yuan, reflecting a month-on-month increase of 8.14% and a year-on-year increase of 4.62%, driven by new summer releases and operational activities [1] Group 2 - Gigabit reported a revenue of 2.518 billion yuan for the first half of the year, representing a year-on-year increase of 28.49%, with a net profit attributable to shareholders of 645 million yuan, up 24.50% year-on-year [1] - New games such as "Wen Jian Chang Sheng" and "Zhang Jian Chuan Shuo" have performed well, with the latter topping the sales charts in Hong Kong, Macau, and Taiwan, and entering the top 20 in Japan [1] - The overall industry is exhibiting a stable and positive trend, with both new game releases and long-term operations driving growth [1] Group 3 - Companies like Gigabit and Kaiying Network are leveraging AI technologies to enhance efficiency and reduce costs in game development, with significant advancements in art asset generation and development cycles [2] - The integration of AI in gaming is leading to a comprehensive upgrade across the industry, enhancing both competitive capabilities and player experiences [2] - The gaming ETF (159869) tracks the performance of A-share listed companies in the animation and gaming industry, presenting investment opportunities in this sector [2]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 张开彦：大家好。非常感谢新浪财经《董秘说》的邀请。神州泰岳是一家以"创新驱动，全球布局"为战 略，以"打造行业精品、支撑客户提升、推动产业发展"为使命的民营高科技上市企业。公司构建了"沿 着ICT架构布局，云提供基础设施，C端布局游戏，B端赋能行业"的数字产业格局，形成了手机游戏、 软件和信息技术服务两大业务板块。目前我担任公司董事会秘书兼首席品牌官，主要负责公司市值管 理、公司治理、资本运作和品牌宣传等工作。 2024年，公司营收64.52亿元，归母净利润14.28亿元，业绩再创历史新高；2020-2024年，公司营收复合 增长率达15.74%，归母净利润复合增长率达42%。作为一家以具备全球视野的企业，公司持续发展以手 机游戏、云服务、跨境数据流量服务为代表的出海业务，其海外业务营收从2020年的23.26亿元，提升 至2024年的49.06亿元，营收占比从64.68%，提高至76.04%。 由新浪财经主办的第十一届金麒麟·金牌董秘评选火热进行中！评选期间推出《董秘说》专访活动，助 力投资者深入了解上市公司资本价值和发展战略。本期， ...