---
title: "XD Inc. 'Great Joy' Soars; Taobao to Launch New Major Membership System"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/32611773.md"
description: "0805 ｜Dolphin Research Focus: 🐬 Macro/Industry 🐬 Individual Stocks 1. $XD INC(02400.HK) XD Inc. issued a positive profit alert, expecting revenue to exceed 3.05 billion yuan in the first half of the year (a year-on-year increase of 37%) and net profit to exceed 790 million yuan (a year-on-year increase of 215%). The performance growth is mainly due to the strong performance of self-developed games "Ragnarok M: Eternal Love", "XD Town", and "Torchlight: Infinite", which drove revenue growth and improved gross margins. Meanwhile, the TapTap platform saw revenue growth due to algorithm optimization. The performance far exceeded expectations..."
datetime: "2025-08-05T08:29:04.000Z"
locales:
  - [en](https://longbridge.com/en/topics/32611773.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/32611773.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/32611773.md)
author: "[海豚研究](https://longbridge.com/en/dolphin.md)"
---

# XD Inc. 'Great Joy' Soars; Taobao to Launch New Major Membership System

## 0805 ｜**Dolphin Research Focus:**

### **🐬 Macro/Industry**

### **🐬 Individual Stocks**

**1\.** $XD INC(02400.HK)

XD Inc. issued a positive profit alert, expecting first-half revenue to exceed 3.05 billion yuan (a year-on-year increase of 37%) and net profit to exceed 790 million yuan (a year-on-year increase of 215%). The performance growth is mainly due to the strong performance of self-developed games "Ragnarok M: Classic", "Heartopia", and "Torchlight: Infinite", driving revenue growth and improving gross profit margin. Meanwhile, the TapTap platform saw revenue growth due to algorithm optimization. The performance far exceeded expectations, demonstrating the company's R&D strength and platform operational innovation. The launch of new games may become a new growth point.

**2\.** $Alibaba(BABA.US)

On August 5th, media reported that Taobao is about to launch a new "Grand Membership System", integrating benefits from Ele.me, Fliggy, Freshippo, and other Alibaba ecosystem services, with an upgrade to the 88VIP benefits. In the fiercely competitive e-commerce landscape, creating a comprehensive grand membership system can integrate Alibaba's ecosystem resources, providing users with a one-stop, full-scenario service experience, enhancing user stickiness and activity. This helps Taobao transition from a single e-commerce platform to a large consumer platform, expanding business boundaries, exploring more potential consumer demands, and enhancing competitiveness in the large consumer market.

**3\. Dolphin Research Focus on Earnings Reports and Conference Call Minutes**

PLTR: "[Palantir: Worthy of the AI Application Leader, Guidance Flaws Are Not an Issue](https://longportapp.cn/zh-CN/topics/32598493?invite-code=032064)", "[Palantir (Minutes): Looking Forward to a 10-Fold Increase in U.S. Revenue Over the Next 5 Years](https://longportapp.cn/zh-CN/topics/32604311?invite-code=032064)"

Mercado: "[Growth or Profit? The Choice of 'Latin America's Alibaba' Mercado](https://longportapp.cn/zh-CN/topics/32602361?invite-code=032064)", "[Mercado (Minutes): Uncertain About Lowering Free Shipping Threshold in Other Markets](https://longportapp.cn/zh-CN/topics/32603576?invite-code=032064)"

### **🐬 Leading Sectors**

**Shanghai and Shenzhen:** Food Distributors, Water and Soft Drinks, Professional Financial Services;

**Hong Kong Stocks:** Data Processing and Outsourcing Services, Food Retailers, Paper Products;

**U.S. Stocks:** Precious Metals and Minerals, Gold, Office Services and Supplies.

### **🐬 Focus for Tomorrow**

**1\.** Companies such as AMD, Rivian, Unity, Uber, Shopify, and Snap will release their earnings reports. Dolphin Research will track and provide analysis.

Risk Disclosure and Statement of this Article: [Dolphin Research Disclaimer and General Disclosure](https://support.longbridge.global/topics/misc/dolphin-disclaimer)

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