网龙2026年中期业绩发布会

发布时间：2026-08-30 一、AI总结内容 一、核心要点 1. 2026年上半年网龙总营收相关数据，游戏及应用服务板块营收情况，AI相关业务投入及成效，成本控制成果，净利润及派息政策。 2. 游戏业务：旗舰IP魔域用户活跃度提升，AI深度应用提升研发效率与内容产出，征服IP海外收入增长，英魂之刃IP通过年轻化联动活跃生态，游戏加文旅合作获正向反馈，游戏业务环比回暖，下半年预期同比持平或小幅波动，AI投入重点从降本转向增收。 3. AI业务：AI员工占公司工作量35%-40%，实现研发效率提升与成本下降，可支持多语种、多国家本地化，布局AI肉鸽、AI文旅游戏、AI短剧等新产品，AI平台采用多模型协同、行业知识壁垒，聚焦B端及新兴市场，拥有超百万课堂用户基础，教育场景可实现本地化部署大模型。 4. 教育业务：海外教育市场面临美国政治问题、中东恢复缓慢，预计2027年为恢复关键期，美国市场有复苏迹象，探索主权大模型、本地化教育方案，布局AI副校长等行政功能。 二、投资线索 1. 游戏业务：魔域20周年活动、IP授权游戏及AI游戏有望带动收入增长。2. AI业务：AI员工平台、AI新品类研发及落地，与ROOKIE等公司的合作布局教育场景。3. 教育业务：海外教育本地化方案、主权大模型的推进。三、风险与关注 1. 海外教育市场不确定性：美国政治问题、中东需求恢复缓慢。2. AI投入的转型效果：从降本转向增收的成效待验证。3. 合规风险：AI游戏相关合规监管要求。 四、后续关注点 1. 游戏业务下半年收入增长情况。2. AI员工平台的落地与商业化进展。3. 海外教育市场需求复苏节奏。 二、音频原文（转写） thank you for joining net dragon web soft holdings limited twenty twenty six interim result presentation各位投资界的朋友早安欢迎各位参加网龙网络有限公司二零二六年中期业绩发布会 before we start please allow me to introduce the management who are joining us today首先请到我为大家介绍今天出席的管理层我没有doctor simone la group vice chairman and executive director梁燕坚博士集团副 董事长兼执行董事 Mr Woodlou Group Infomcfo刘克健先生集团代理首席财务官。 Mr Lin Chen Group Senior Vice President Lin Chen先生集团高级副总裁。Now let's pass our time to Dr Simon Lu ng to hold our presentation。现在我们就把时间交给梁博士为我们主持今天的会议，有请。Good day。 Well thank you good morning good afternoon goodnight。whenever so Thank you for joining us today. 啊，那边看到啊。保安那边的工资也兼得啊。Because as I said, your guys probably have very good value with it. 我这样说。 そう。what i'll do is that i'll add you know it's the highlight. of our happy end result. and thenout in it over to wood and then. And then we also go into the business. the people good news isthat you are on the gaming side. we we completewe deliver I grow uh have or have which is actually a very good news one that shows Ah, the research. Billions of our flagship IP. which is actually really good. the second big one is actuallysomething we started much earlier. but i thinkwe are, uh, uh 这样的啊。 recommender. up as a product. So which is the AIworkforce OS, which I will talk about a littlebit later. that continues to support the the cost of the voucher and in 对。support the growth ofour gaming business. And also the education business portfolio again. Uh, in the environment ofabout. How did it support the opposition. そうですね。 啊，last thought is in gaming，就是A I。Can you just allow me to call that?but also on the ROLL STARTfor mine In education. AH AH BUSINESS the us andだ。牛肉 Still facing a lot of headwinds. 啊 becauseof 呃，秒的。 domestic issues in the u s. 要那个做怎样？In both Ukraine and Iran, so it's actually. oh ah facing theair wind. we successfully narrow our our loss our goals here in a little bit detail. 啊，可以的话。 Uh, another uh uh milestone that we can reach upto be. 有的。有没有可能？our latest product, which is AP 10 or PMEA market and also the apl e to addressthe 就不要理盲人。The A P ten premium is actually quitecritical. because just for the third point i want to mention. The good news on sales is that wehave grown efficiency over year. This is goingto be our future. when 他是。 呃，呃，承包的啥意思？啊 that revenue. important. The AP tenis actually designed. to support. or the spouse就是。going forward. including deploying that. 被压晕放那片，他们都揣过脚的，他老是摸我脚。就会在 I'm going to turn it over to woods to talk about. 对啊。 Oh, thank you Simon. Good morning everyone. 嗯。Iwill walk you through. the financial highlightsof the first half of the two thousand and six. 嗯。え。AH THE REVENUE that. The revenue total revenue of the group is two per month even for the first half. 哎。 which is done hello But the city has said. 呃，也好，不易啊。and then and for segment gaming and application services. 百分之一，我我跑。Biden. i wish it's done about life it's done. why or why?but you know despite the if i or if i become. we have. In a youknow significant signal of. stick rising. everycouple. おお。 with a half over half gold by fifty. ほら。对。half over the 再跟他或者拉也。And for mine, the AI strategy was. about five hundred. five medium. which due tothe you know the delayed pay of the industry wisely. Men recuperate. and and for the constant exchange rate. 也 peaceful 呃，杯子，杯子。 level to about seventy percent. GO TO A it's about one point five billion. and which is partly in line with the revenue trend. And the core side, we continue to execute a AI strategy. and theoverall cost has decreased about 60% through about one point one billion. and for the major opex . and selling and marketing expense decreased about fifty percent while why to about two hundredand eighteen Do you need them? and for the administrative expense decreased about twelve percent. to about 415 million, reflecting our continuous effort to deploy AI applications To enhance our internal strategy, internal efficiency. I'll empty it. with about thirty fourpercent to about four hundred and I MEAN. whichis. driven by the operational deployment of AIemployee metrics. 别。 Support structural transformation and diffusionscheme. As a result, our profit attribute will to owner of the. COMPANY or. What about fifty?見えるINCREASED TREA