异动解读 | 心动公司盈喜超预期,股价盘中飙升近19%

异动解读
Aug 05

8月5日,心动公司(02400.HK)股价表现强劲,盘中大涨18.94%,引发市场广泛关注。

消息面上,心动公司昨日发布2025年上半年业绩预告,预期净利润不少于7.9亿元人民币,同比大幅增长约215%。公司表示,业绩增长主要得益于旗下自研游戏《仙境传说M:初心服》、《心动小镇》及《火炬之光:无限》的强劲表现。此外,公司旗下TapTap平台在广告算法优化和用户参与度提升的推动下,收入和利润均实现持续增长。

值得注意的是,心动公司近期还宣布以1400万美元收购游戏开发商MiAO 5.3%的股权,进一步布局未来游戏开发领域。中金公司随后发布研报,上调心动公司目标价至82.5港元,维持"跑赢行业"评级。分析师认为,公司业绩预告好于预期,游戏和TapTap平台业务均表现出色,未来增长潜力可观。

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