智通财经APP获悉，赤子城科技(09911)涨超8%，截至发稿，涨8.68%，报9.64港元，成交额9555.59万港元。
消息面上，赤子城科技此前公布，2025年第一季度，集团社交业务平均月活达约3283.5万，环比增长约3.4%；期内集团社交业务总收入预期将录得约13.45亿元人民币至13.95亿元，同比增长约39.1%至44.3%。集团社交业务收入同比大幅增长主要归因于集团借助AI技术推动多样化社交产品快速增长。
信达证券表示，公司社交业务收入稳健增长，优势与竞争力持续提升。另外，创新业务中精品游戏持续突破，“第二增长曲线”逐步清晰。该行认为，公司社交和游戏产品仍保持在高速增长趋势下，此外仍有新产品在研，在中东北非以及东南亚市场等有望提供长期成长动能。公司于24年12月完成对NBTSocial Networking的剩余股份收购，2025年利润有望得到进一步增厚。
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