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PWRD

PWRD released FY2025 Annual Earnings on April 27 (BJT), actual revenue CNY 6.66 B (forecast CNY 6.917 B), actual EPS CNY 0.39 (forecast CNY 0.3863)

PWRD released FY2026 Q1 earnings on April 27 (BJT), actual revenue CNY 1.171 B (forecast CNY 1.4 B), actual EPS CNY 0.05

PWRD released FY2025 Q4 earnings on April 27 (BJT), actual revenue CNY 1.243 B (forecast CNY 1.638 B), actual EPS CNY 0.0364 (forecast CNY 0.0425)

PWRD released FY2025 Q3 earnings on October 30, 2025 (BJT), actual revenue CNY 1.726 B (forecast CNY 1.611 B), actual EPS CNY 0.0821 (forecast CNY 0.1201)

PWRD released FY2025 9 Months Earnings on October 30 (BJT), actual revenue CNY 5.417 B, actual EPS CNY 0.3514

PWRD released FY2025 Q2 earnings on August 26 (BJT), actual revenue CNY 1.668 B (forecast CNY 1.594 B), actual EPS CNY 0.1093 (forecast CNY 0.1112)

PWRD released FY2025 Semi-Annual earnings on August 26 (BJT), actual revenue CNY 3.691 B, actual EPS CNY 0.27

Perfect World Reports Q2 2025 Net Profit Over 480 Million Yuan

Perfect World Esports Strategic Cooperation Signing Ceremony

A-share Game Companies' 2025H1 Earnings Forecasts

Perfect World Announces Q2 2025 Earnings Forecast

Eastwu Securities Gives Buy Rating to Perfect World

Perfect World Expected to Turn Profit in First Half of 2025

Persona: The Night Specter Surpasses Expectations on Launch

Perfect World Announces Anti-Corruption Investigation Results

P5X Launches in Japan, Europe, and America with Success

Eastwu Securities Gives Perfect World a Buy Rating

ZS Securities Sees Promise in Perfect World's New Product 'The Ring of Anomaly'

Media Sector Bounces Back, Summer Film and Game Releases Announced

Perfect World Establishes Wholly-Owned Subsidiary Yi Jing Wei Lai Cultural Media Co., Ltd.

BABA

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ESPO

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KBAB

002624

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159855

BABX

The launch of Seedance 2.0 has sparked heated discussions, with Musk and American directors praising it. Users have shown strong interest in its global usage and registering Chinese accounts. This version has significant improvements in understanding visual language and multimodal input, supporting mixed inputs of images, videos, audio, and text, enhancing visual consistency and stability. Users have shared various creative videos showcasing the powerful features of Seedance 2.0

- The release of Seedance 2.0 has created a significant buzz, garnering attention from influential figures and users alike.  
- The updated model supports multimodal inputs and improves stability and consistency in video generation, making it suitable for various creative tasks.  
- While it performs well in understanding shots and producing engaging content, some minor bugs and limitations in text integration and sound accuracy remain.

Wallstreetcn

Alibaba

Guotai CSI Animation Game ETF

VanEck Video Gaming and eSport ETF

First Trust S-Network Streaming and Gaming ETF

ChinaAMC CSI Animation Game ETF

KUAISHOU-W

VanEck Gaming ETF

AXA SPDB CSI Hugangshen Game and Culture Media ETF

KraneShares 2x Long BABA Daily ETF

DAMAI ENT

ProShares Online Retail

Amplify Online Retail ETF

Global X Video Games & Esports ETF

Global X E-commerce ETF

Penghua CSI Media ETF

HUACE FILM & TV

ChinaAMC CSI Cultural Entertainment Media ETF

BABA-W

Invesco Leisure & ENT ETF

Wedbush ETFMG Video Game Tech ETF

Yinhua CSI Movies Theme ETF

BABA 2x Long Daily ETF - GraniteShares

VanEck Digital Native Economy ETF

Seedance 2.0 Deep Evaluation: Stable in Complex Scenarios, Even ASMR?

ByteDance's new video generation model has led to a surge in shares of Chinese media and AI firms, with COL Group hitting a 20% daily limit and Perfect World rising 10%. The CSI 300 Index increased by 1.4%. Analysts praised the quality of ByteDance's Seedance 2.0 app, suggesting it could signify a pivotal moment for AI in film and television. Companies with strong intellectual property and platform traffic are expected to benefit from this trend, as demand for innovative AI applications continues to grow in China.

Businesstimes News

ByteDance’s new video model sparks rally in China AI app stocks

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ByteDance's pre-release of its AI video model, Seedance 2.0, has sparked a stock rally among Chinese media and AI firms as competition intensifies. The model, currently in beta, offers enhanced video outputs and multimodal input capabilities. Shares of Huace Media and Perfect World rose significantly, while COL Group hit its daily price ceiling. Analysts believe Seedance 2.0 could revolutionize content creation, though concerns about deepfakes and trust issues remain. The model's potential to disrupt traditional video production has drawn praise from industry experts, highlighting the growing competition in AI video technology.

SCMP

Guotai CSI Movies Theme ETF

Tianhong CSI Computer Theme ETF

ByteDance’s new model sparks stock rally as China’s AI video battle escalates

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002555

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002558

The gaming sector weakened at the beginning of the trading session, with G-bits hitting the lower limit, Giant Network falling over 4%, and KINGNET, PWRD, SANQI HUYU, and BINGCHUAN also declining

Zhitong

KINGNET

SANQI HUYU

BINGCHUAN

G-bits

Giant Network

The gaming sector weakened at the beginning of trading, and G-bits hit the limit down

Zhongyuan Securities released a research report indicating that the media sector's profits will significantly increase in the first half of 2025, with sub-sectors such as gaming, publishing, and IP derivatives performing well. The gaming industry has a high market prosperity, with the A-share gaming sector's operating revenue growing nearly 24% year-on-year and net profit attributable to the parent company increasing nearly 75%. It is recommended to pay attention to the product cycles of gaming companies and the progress of new product reserves

Zhongyuan Securities: Significant profit growth in the media sector in H1 2025, continuing to be optimistic about sub-sector directions such as games, publishing, and IP derivatives

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300571

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002400

Short drama game concepts are gaining popularity, Kunlun rose over 11%, GIMC, H&R, PWRD, Anysoft Information and others saw significant gains

Anysoft Information

Kunlun

GIMC

Short drama game concept rises, Kunlun up over 11%

WanLian Securities released a research report stating that the overall performance of the media industry in H1 2025 is improving, with operating revenue increasing by 3.86% year-on-year, totaling 254.856 billion yuan, and net profit attributable to the parent company rising by 28.85% to 21.780 billion yuan. The gaming sector performed outstandingly, with revenue of 54.452 billion yuan, a year-on-year increase of 22.17%, and net profit attributable to the parent company rising by 74.95% to 8.052 billion yuan. It is expected that with the recovery of content supply and policy support, the industry's prosperity will be restored, and it is recommended to pay attention to companies in the film and television theater and gaming sectors

WanLian Security: The overall performance of the media industry in H1 2025 is improving, with the gaming sector performing exceptionally well

PWRD(002624.SZ)