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Open Source Securities: Multi-modal large models and AI hardware empower focus on the AI social companionship track and the AI asia vets industry.
The fault tolerance rate in children's companion scenes is relatively high, providing companionship, entertainment, or educational experiences. The combination of AI technology and children's companion scenes may lead to rapid development in the asia vets smart toy industry.
Kingnet Network (002517.SZ): Currently, a new VR game is still under development, planned to be launched next year.
Recently, Kingnet Network (002517.SZ) stated in its investor relations activities that the VR game "Mecha Party" developed by its subsidiary Chen Ni Network has officially landed on PlayStation North American Service and Steam platform. "Mecha Party" is an original VR MOBA multiplayer competitive game developed by Chen Ni Network. In the game, players will incarnate as figurine enthusiasts, driving various humorous figurine mechas in VR first-person cockpit, engaging in strong social interaction MOBA competition solo or as a team, achieving a leisurely and exciting experience. Currently
China Great Wall Securities: The media sector's performance is relatively flat with a slight decline in profitability. The valuation of the media sector has elasticity.
Looking back, under the policies such as "cultural strong country" and "cultural going global", the media industry is expected to enter a stable period of high-quality content online, as an industry where demand is largely driven by supply, its fundamentals are expected to improve.
At CN¥13.80, Is It Time To Put Kingnet Network Co., Ltd. (SZSE:002517) On Your Watch List?
Zhongtai Securities: In 24Q3, the internal investment in game funds contracted while expanding externally, improving profitability.
Against the backdrop of economic contraction, the cost reduction and efficiency improvement effects are gradually appearing, enhancing profitability. The operating profit for 24Q1~24Q3 was 2.4, 2.755, 3.163 billion respectively, with a significant increase of 14.8% quarter-on-quarter in 24Q3.
tianfeng Securities: Policy positives combined with orderly supply release. Focus on the improvement of the operating situation of media companies in Q4.
In terms of gaming, Beijing Ultrapower Software (300002.SZ) and Kingnet Network (002517.SZ) achieved high growth in the third quarter of 2024, and the fundamental improvement of the gaming sector in the fourth quarter can be expected.
Is It Time To Consider Buying Kingnet Network Co., Ltd. (SZSE:002517)?No Data
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