Xindong (02400)'s revenue in the first half of the year increased 7.5% year-on-year to 3.312 billion yuan in online games and paid games both rose

According to the Zhitong Finance App, Xindong (02400) announced its 2026 interim results, with revenue of about 3.312 billion yuan, up 7.5% year on year; gross profit of about 2,329 billion yuan, up 3.4% year on year; profit attributable to the company's equity holders was about 714 million yuan, down 5.4% year on year; adjusted profit due to company equity holders was about 772 million yuan, a decrease of 3% year on year. As of June 30, 2026, the group's current game portfolio includes 23 online games and 52 paid games.

In the first half of 2026, the average number of monthly active users of the company's online games increased 10.0% year over year, while the average number of monthly paid users increased 8.9% year over year. Revenue from online games increased 11.0% year over year to about 2.2 billion yuan. This increase was mainly due to the launch and popularity of “Heartopia” (Heartopia) in many overseas countries and regions. At the same time, this increase was partly offset by a reduction in user data for several existing games. For the six months ended June 30, 2026, “Heartopia” (Heartopia), “Torchlight: Infinite” (Torchlight: Infinite), “Blue Protocol: Star Resonance” (Blue Protocol: Star Resonance), “Etheria: Restart”, and “Sausage Man” (Sausage Man) were the company's top five games in terms of revenue contributions.

Paid games are a special part of the company's business, meeting users' demand for high-quality buyout games and adding ecological diversity to TapTap. In the first half of 2026, revenue from paid games was 82.529 million yuan, an increase of 30.9% over the same period last year, mainly due to revenue contributions after the launch of the mobile version of “Dave the Diver” (Dave the Diver) mobile version. The mobile version of “Diver Dave” now shares progress with the PC version of TapTap, allowing players to continue the game experience more flexibly between different devices. The company also plans to interconnect the PC version of TapTap with the mobile version on more games to further enrich the content ecosystem of TapTap on different terminals. During the period, the average number of monthly active users of the TapTap China app was 45.4 million, an increase of 4.1% over the previous year. The average number of monthly active users of the TapTap international app is 3.1 million.

Self-developed games are one of the core driving forces of the company's development, and the company invests on a large scale in game development. On June 30, 2026, the company had three online games in the development stage. In addition, several new games are in the pre-development stage, and projects may be set up in the future based on the progress of the project.