Yoozoo's profit surge, AI push and chip packaging bet drive gains
H1 profit forecast up 3–5x Yoozoo forecast first-half 2026 net profit of 200–300 million yuan, up 299%–498% from a year earlier, helped by steady core games, new mini-games, overseas growth and lower costs. A big profit jump makes the shares look cheaper and draws buyers.
The profit forecast is the first hard signal of a turnaround and directly lifts earnings expectations.
AI platform and safety initiative Yoozoo co-founded an AI safety initiative and said its YOOZOO.AI platform links about 50 large models across planning and ad operations. Investors see AI as cutting costs and speeding up game production, which supports higher profit margins.
The AI initiative and platform show a concrete technology edge that can improve future profitability.
Advanced chip packaging center Yoozoo is partnering with Kangying Semiconductor and Sunrise to build a 2.5D/3D advanced packaging center in Wuxi, targeting computing and memory chips. This adds a new growth story beyond games, though it is early-stage and needs execution.
The packaging venture opens a new business line that could diversify revenue and attract tech-focused investors.
H1 results beat forecast The actual half-year report showed net profit of 253 million yuan, up 403.8%, with overseas revenue at a record 72% of sales. Second-quarter profit of 149 million yuan beat the earlier forecast range, confirming the turnaround is real.
The final results confirm and exceed the earlier forecast, giving hard proof that the profit recovery is on track.