8月5日,心动公司盘初涨超18%,预计上半年净利润同比增长约215%。
消息面上,心动公司发盈喜,预期2025年上半年取得收入不少于人民币30.5亿元,同比增加约37%;及预期净利润不少于人民币7.9亿元,同比增加约215%。
主要得益于自研游戏《仙境传说M:初心服》、《心动小镇》及《火炬之光:无限》表现强劲,推动集团的收入增长,进而改善毛利率;尽管APP平均月活跃用户同比维持大致稳定,但受广告算法的改进及用户参与度提升所带动,TapTap于收入及利润方面均取得持续增长。
中金表示,公司业绩预告好于我们及市场预期。公司游戏利润盘坚实,下半年关注《伊瑟》9/25 上线、《小镇》海外及26年核心产品《RO2》首测。
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