心动公司:业绩超预期 游戏表现亮眼 TAPTAP稳步增长

东吴证券
Aug 08

投资要点事件:公司发布2025H1 业绩预告,预计2025H1 收入不少于30.50 亿元,同比增长约37%,净利润不少于7.90 亿元,同比增长约215%,业绩超过市场和我们预期。存量游戏表现稳健,TapTap 持续增长。2025H1 业绩预增主要受益于:1)自研老游《仙境传说M:初心服》《火炬之光:无限》长线运营出色,流水大幅回升,同时自研新游《心动小镇》于2024 年7 月上线,2025H1...

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