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ST華通(002602.SZ):預計半年度淨利潤同比增長107.2%-159%

格隆匯7月14日丨ST華通(002602.SZ)公佈,預計半年度歸屬於上市公司股東的淨利潤240,000萬元-300,000萬元,比上年同期增長107.20%-159.00%,扣除非經常性損益後的淨利潤239,000萬元-270,000萬元,比上年同期增長107.41%-134.31%。

本報告期內,公司收入及利潤均實現同比大幅增長,主要系公司子公司點點互動表現優異,其國內及海外收入均持續保持穩健的增長態勢。公司預計2025年上半年合併營業收入約170億元,同比增長約83.27%,其中:點點互動充分發揮了自身研、發、運三位一體的優勢,除擁有X+SLG品類現象級產品之外,在其他多個遊戲細分品類市場均有戰略佈局,形成了多元化的產品矩陣,多款遊戲表現出色。現象級產品《Whiteout Survival》《無盡冬日》增長穩健;新作《Kingshot》自2025年2月下旬上線以來,在海外市場的表現也同樣亮眼,根據Sensor Tower的統計結果,其上線僅四個月就強勢躋身出海手遊收入榜第3名,並且一舉拿下增長榜冠軍,公司遊戲業務呈現“多爆款”態勢。盛趣遊戲保持良好的發展態勢,通過對玩法及內容的深度打磨,多款遊戲始終保持着較高的用戶活躍度和穩定收入,爲公司業績增長持續輸送動能,提供了確定性。隨着盛趣遊戲聚焦核心IP運營策略,公司深度挖掘私域流量價值,其推出的《傳奇新百區-盟重神兵》《龍之谷世界》等IP手遊新品均取得了不錯的市場表現,成功實現老IP的人氣煥新與商業價值重塑。此外,報告期內公司堅持精細化管理戰略,降本增效等系列措施已見成效,公司項目實施成本和毛利率持續改善,給公司本期淨利潤及經營活動產生的現金流量淨額帶來一定程度的增長。

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