Giant Network Group Co Ltd

On the evening of August 26, several A-share companies disclosed hefty dividend plans. Energy storage leader Deye plans to distribute 16 yuan in cash per 10 shares, totaling 2.037 billion yuan, representing 74.97% of net profit attributable to shareholders for the period. In the first half, the company achieved revenue of 10.641 billion yuan, up 92.23% year on year, with net profit attributable to shareholders of 2.717 billion yuan, up 78.53%. MicroPort Endovascular MedTech plans to distribute 13 yuan per 10 shares, totaling 157 million yuan, or 48.73% of first-half net profit attributable to shareholders. Giant Network plans to distribute 8 yuan per 10 shares, totaling 1.515 billion yuan, or 70.65% of net profit, and also released a shareholder dividend return plan for the next three years. NARI Technology plans to distribute 1.53 yuan per 10 shares, totaling 1.222 billion yuan, with first-half dividends and buybacks combined at 1.261 billion yuan, or 41.03% of net profit attributable to shareholders for the same period. In addition, China CITIC Bank plans to distribute 2.03 yuan per 10 shares, totaling 11.296 billion yuan; New China Life Insurance plans to distribute 7.3 yuan per 10 shares, totaling 2.277 billion yuan; Anhui Conch Cement plans to distribute 1.3 yuan per 10 shares, totaling 680 million yuan; Sinotruk plans to distribute 5.41 yuan per 10 shares, totaling 632 million yuan; Haisco Pharmaceutical plans to distribute 5.26 yuan per 10 shares, totaling 600 million yuan.

Giant Network released its semi-annual report for 2026 on August 26, achieving operating revenue of 4.689 billion yuan, up 182.08% year-on-year. Net profit attributable to shareholders of the listed company was 2.144 billion yuan, up 175.96% year-on-year. The company plans to distribute a cash dividend of 8 yuan, tax included, for every 10 shares to all shareholders.

Giant Network's mobile game Paranormal Squad has surpassed 12 million daily active users, with cumulative gross revenue exceeding 5 billion yuan. Since its launch in January 2025, the product has rapidly expanded its market presence through differentiated gameplay combining Chinese-style mild horror with search, destroy, and extraction mechanics. By the end of the first quarter of 2026, cumulative registered users had exceeded 200 million, and the game has repeatedly ranked among the top five on the iOS China bestseller chart. Giant Network previously released its 2026 half-year earnings forecast, showing net profit attributable to shareholders of the listed company of 2 billion to 2.2 billion yuan for the first half, a year-on-year increase of 157.38% to 183.12%, mainly driven by Paranormal Squad's continued contribution of relatively high revenue.

The domestic gaming industry's first-half report card is officially out, with market revenue and user scale reaching new highs. Zhang Yijun, First Vice Chairman of the China Audio-Video and Digital Publishing Association, released a report at the 2026 China International Digital Entertainment Industry Conference, showing that actual sales revenue of the domestic gaming market reached 188.45 billion yuan in the first half of 2026, up 12.17% year-on-year, while the user base hit 684 million, up 0.82% year-on-year, both record highs. Mobile game revenue was 135.21 billion yuan, up 7.9% year-on-year, and client game revenue was 45.288 billion yuan, surging 27.92% year-on-year, with cross-platform titles and long-running PC games becoming core growth drivers. Lightweight mini-program games continued their explosive trend, with revenue of 31.657 billion yuan, a sharp 36.01% year-on-year increase, of which in-app purchase revenue was 21.137 billion yuan and ad monetization revenue was 10.52 billion yuan. Web game revenue was 2.016 billion yuan, down 8.47% year-on-year, and console game revenue was 961 million yuan, down 7.06% year-on-year. Attendees widely noted that AI technology is permeating the entire gaming industry chain. Sun Shoushan, Chairman of the China Audio-Video and Digital Publishing Association, pointed out that AI has become a normalized infrastructure empowering industry development, with the global adoption rate of AI technology among gaming companies reaching 86%, over ten thousand games on Steam labeled as AI-assisted creations, and domestic companies such as Tencent, Shengqu Games, and Giant Network ramping up their AI technology deployment.

On the 15th, the Shanghai Composite Index fell on the mainland Chinese stock market, closing down 0.29% from the previous day at 3,955.58 points. The Shenzhen Component Index dropped 0.97% to 14,779.40 points. China's April-June real GDP growth slowed to 4.3%, missing market expectations, and economic concerns weighed on sentiment. By sector, semiconductors and electronic components declined, with notable drops in tech stocks such as BOE Technology Group, Shennan Circuits, Unigroup Guoxin Microelectronics, and Dawning Information Industry. Meanwhile, medical services, baijiu, and tourism retail were bought, and Giant Network Group hit its daily limit up.

A total of 11 stocks received buy ratings from institutions today, with Milkground drawing the most attention, securing two buy rating records. According to statistics from Data Treasure of Securities Times, institutions published a total of 12 buy rating records today, covering 11 stocks. In terms of rating changes, five rating records were first-time coverage by institutions, involving five stocks including BTG Hotels and Sichuan Road and Bridge Group. In market performance, stocks with institutional buy ratings rose by an average of 1.59% today, with five stocks posting gains. CVTE shares hit the daily limit up, while Zhongfu Circuit, ZhongSheng Pharmaceutical, and Giant Network led the gains, rising 10.18%, 3.39%, and 1.14% respectively. BTG Hotels, Sichuan Road and Bridge Group, and Xingtong Shipping saw relatively large declines, falling 2.86%, 2.63%, and 1.42% respectively. In terms of earnings, among the four stocks that disclosed first-half performance forecasts, CVTE is expected to see net profit grow 289.77% year-on-year, the highest increase. Giant Network and Silver Age Technology are expected to see median net profit growth of 170.25% and 88.50% respectively.