异动解读 | 心动公司盘中大跌5.20%,财报显示用户流失且不派息

异动解读
Mar 27

心动公司(02400)今日盘中股价大跌5.20%,引起了市场的关注。

消息面上,公司于盘中发布了2025年年度业绩报告。报告显示,公司权益持有人应占溢利为15.35亿元人民币,同比增长约89%。然而,财报中亦披露了多项关键运营数据的下滑:网络游戏平均月活跃用户同比减少20.4%至1134.7万人,平均月付费用户同比减少20.2%至128.4万人,TapTap国际版App的平均月活跃用户也同比减少了14.1%。此外,公司宣布不派发末期股息。

市场分析认为,尽管公司利润大幅增长,但核心游戏业务的用户活跃度与付费用户数量显著下滑,叠加不派息的决定,可能引发了投资者对公司未来增长可持续性的担忧,从而导致股价在财报发布后承压下跌。

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