YOUZU Interactive Co Ltd

Youzu Network released its 2026 semi-annual report on the evening of August 27. During the reporting period, the company achieved operating revenue of 696 million yuan, up 1.21 percent year on year. Net profit attributable to shareholders of the listed company reached 253 million yuan, up 403.80 percent year on year. Overseas revenue in the first half reached 502 million yuan, up 13.16 percent year on year, with the overseas revenue share hitting 72.08 percent, a new high. The company continued to advance AI-driven business management and transformation. Its self-developed YOOZOO.AI aggregation platform has connected dozens of large models and supports hundreds of business scenarios. The AI advertising creative platform has opened up the full-chain production process from creative conception to video generation. The visual creation tool YOOLab Youzu Canvas connects the entire AI creation chain with high-freedom, visual image and video generation capabilities. In terms of AI industry ecosystem layout, the company reached a strategic cooperation with Xiwang on digital economy computing power collaboration, jointly built the AI Interactive Corpus Innovation Laboratory with People.cn and released China's first embodied interactive corpus dataset, and will work with Kangying Semiconductor and Xiwang to jointly establish a 2.5D and 3D advanced packaging center in the Wuxi National Hi-tech District.

Yoozoo Games released its 2026 semi-annual report, achieving operating revenue of 696 million yuan, up 1.21% year on year. Net profit attributable to shareholders of the listed company was 253 million yuan, up 403.8% year on year. Among this, second-quarter net profit was 149 million yuan, up 43% quarter on quarter, while the company's earlier forecast range was 96 million to 196 million yuan.

Youzu Interactive disclosed on August 12 that it has reached a cooperation with Kangying Semiconductor and Sunrise to jointly establish a 2.5D and 3D advanced packaging center in the Wuxi National Hi-tech District. The center will be built in three phases, and upon full completion will form a complete advanced packaging system covering key technologies such as bumping processes, wafer-level packaging, fan-out packaging, and 2.5D and 3D heterogeneous integration. The project will bring in a senior expert team with backgrounds at world-class packaging and testing companies such as TSMC and ASE, focusing on advanced packaging processes like CoWoS, and providing high-quality mass production packaging services to customers in fields such as computing power chips and memory chips. Youzu Interactive stated that this cooperation aims to break overseas technology monopolies through back-end process innovation and enhance China's independent supply capability in the advanced packaging field. The Wuxi National Hi-tech District Administrative Committee will provide comprehensive support in areas such as land and factory facilities, preferential policies, talent assurance, financial support, and industrial coordination.

Yoozoo Games co-initiated the Artificial Intelligence Development and Safety Initiative with multiple industry, academic, and research institutions at the WAIC 2026 Thinkers' Forum. Company Vice President Qin Chao revealed during a Thinkers' Dialogue that Yoozoo's self-developed YOOZOO.AI agent aggregation platform has integrated nearly 50 mainstream large models, covering dozens of core business processes including planning and design, as well as advertising operations. Qin also stated that the company's estimated net profit attributable to the parent company for the first half of the year increased by nearly three to five times year-on-year, partly due to AI empowerment. The co-initiators of this initiative include the National Industrial Information Security Development Research Center, the World Digital Science Academy, the Shanghai Artificial Intelligence Industry Research Institute, the Hong Kong University of Science and Technology Shanghai Industry-Education Integration Center, and EmbedWay Technologies.

On July 15, the gaming sector strengthened during the session, with several companies forecasting significant first-half profit growth. Century Huatong announced it expects net profit attributable to shareholders of the listed company for the first half of 2026 to be between 4.30 billion and 4.77 billion yuan, a year-on-year increase of 61.87% to 79.57%. Yoozoo Games expects net profit for the same period of 200 million to 300 million yuan, up 298.76% to 498.14%. G-bits expects net profit of 1.01 billion to 1.10 billion yuan, up 57% to 71%. A research note from GF Securities pointed out that in the first five months of 2026, China's actual game market sales revenue reached 158.416 billion yuan, up 12.3% year-on-year, while overseas revenue from self-developed games hit 10.402 billion US dollars, up 31.1%, with industry prosperity continuing. A China Merchants Securities research note believes the core driver of global mobile game growth has shifted to rising purchasing power, AI technology is becoming a key tool in game development, going overseas is a clear trend, and the overseas market is about 2.7 times the size of China's domestic market.

Yoozoo Games issued a performance forecast, estimating net profit attributable to shareholders of the listed company for the first half of 2026 at 200 million to 300 million yuan, representing a year-on-year increase of 298.76% to 498.14%. The profit growth was mainly driven by the steady operation of core products, incremental revenue from the expansion of mini-games and overseas SLG matrix, as well as a year-on-year decline in period expenses and lower financial costs after the delisting of convertible bonds. The company's first-quarter net profit was 104 million yuan, implying a quarter-on-quarter change in second-quarter net profit ranging from a decline of 7% to an increase of 89%.