Giant Network vs G-bits Network Technology Xiamen: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Giant Network Group Co Ltd (002558.CS)

G-bits Network Technology Xiamen Co Ltd (603444.CG)

Q3 202615 Jul – 13 Aug 2026

▲3

G-bits H1 profit jumps 69%, big dividend and overseas surge

H1 profit up 69% on strong game revenue G-bits reported first-half 2026 revenue up 48% to 3.73 billion yuan and net profit up 69% to 1.09 billion yuan. Long-running games like Wen Dao and newer titles drove growth, showing the core business is healthy and profitable.
This is the main new financial result that directly explains the stock's positive momentum.
Large cash dividend of 100 yuan per 10 shares The company plans to pay 718 million yuan in cash dividends, about 66% of first-half profit. This returns real cash to shareholders and signals management confidence, which can attract income-focused investors and support the share price.
The dividend is a new capital return event that directly boosts investor appeal.
Overseas revenue more than triples International sales jumped 201% to 607 million yuan, driven by new launches in Hong Kong, Macau, Taiwan, Japan, and Korea. This opens a much larger market and reduces reliance on China, though new Western launches are not yet profitable.
Overseas expansion is a key new growth driver with a clear positive impact on future earnings.
New Western game launches still losing money The European and American versions of Staff and Sword Legend launched in May 2026 but are not yet profitable due to heavy initial marketing spending. This is a real counterweight: overseas growth is strong but costly, and future profits depend on these games eventually paying off.
It provides the necessary balance, showing that not all overseas expansion is immediately profitable.

July 202615 Jul – 13 Aug 2026

▲3

G-bits H1 profit jumps 69%, big dividend and overseas surge

H1 profit up 69% on strong game revenue G-bits reported first-half 2026 revenue up 48% to 3.73 billion yuan and net profit up 69% to 1.09 billion yuan. Long-running games like Wen Dao and newer titles drove growth, showing the core business is healthy and profitable.
This is the main new financial result that directly explains the stock's positive momentum.
Large cash dividend of 100 yuan per 10 shares The company plans to pay 718 million yuan in cash dividends, about 66% of first-half profit. This returns real cash to shareholders and signals management confidence, which can attract income-focused investors and support the share price.
The dividend is a new capital return event that directly boosts investor appeal.
Overseas revenue more than triples International sales jumped 201% to 607 million yuan, driven by new launches in Hong Kong, Macau, Taiwan, Japan, and Korea. This opens a much larger market and reduces reliance on China, though new Western launches are not yet profitable.
Overseas expansion is a key new growth driver with a clear positive impact on future earnings.
New Western game launches still losing money The European and American versions of Staff and Sword Legend launched in May 2026 but are not yet profitable due to heavy initial marketing spending. This is a real counterweight: overseas growth is strong but costly, and future profits depend on these games eventually paying off.
It provides the necessary balance, showing that not all overseas expansion is immediately profitable.

Latest15 Jul – 13 Aug 2026

▲3

G-bits H1 profit jumps 69%, big dividend and overseas surge

H1 profit up 69% on strong game revenue G-bits reported first-half 2026 revenue up 48% to 3.73 billion yuan and net profit up 69% to 1.09 billion yuan. Long-running games like Wen Dao and newer titles drove growth, showing the core business is healthy and profitable.
This is the main new financial result that directly explains the stock's positive momentum.
Large cash dividend of 100 yuan per 10 shares The company plans to pay 718 million yuan in cash dividends, about 66% of first-half profit. This returns real cash to shareholders and signals management confidence, which can attract income-focused investors and support the share price.
The dividend is a new capital return event that directly boosts investor appeal.
Overseas revenue more than triples International sales jumped 201% to 607 million yuan, driven by new launches in Hong Kong, Macau, Taiwan, Japan, and Korea. This opens a much larger market and reduces reliance on China, though new Western launches are not yet profitable.
Overseas expansion is a key new growth driver with a clear positive impact on future earnings.
New Western game launches still losing money The European and American versions of Staff and Sword Legend launched in May 2026 but are not yet profitable due to heavy initial marketing spending. This is a real counterweight: overseas growth is strong but costly, and future profits depend on these games eventually paying off.
It provides the necessary balance, showing that not all overseas expansion is immediately profitable.