XD INC (02400) rose nearly 4%, closing up 3.86% at HK$77.95 with trading volume reaching HK$272 million.

On the news front, XD INC recently issued a profit guidance that surprised the market. Citi noted that the company's profit guidance exceeded expectations, with the company projecting first-half revenue and net profit of at least 3.05 billion yuan and 790 million yuan, respectively.

Looking ahead to the second half, business performance has upside potential as "Ares: Reboot Edition" may launch on September 25 in China, Japan, and Korea, alongside the overseas debut of "Heartbeat Town."

Huatai Securities remains bullish on XD INC's self-developed games entering a monetization cycle, with diversified market expansion potential being validated. The TapTap platform's commercialization capabilities are strengthening, potentially opening up long-term growth opportunities.

Dongwu Securities pointed out that the company's interim earnings guidance exceeded both the firm's and market expectations. TapTap's growth remains steady - according to the TapTap Developer Salon on August 2, 2025, over the past 12 months, TapTap platform DAU increased 11%, total game downloads rose 16%, and game reservations grew 10%, with platform traffic and user engagement showing steady improvement.

The firm is optimistic about the continued release of TapTap's channel and platform value, with operating leverage effects driving steady profit margin improvements, while anticipating that the desktop version will further expand TapTap's market space.