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02400 心动公司
未开盘 10-09 16:08:08
39.400
+1.840
+4.90%
最高
39.600
最低
37.260
成交量
147.78万
今开
37.260
昨收
37.560
日振幅
6.23%
总市值
190.70亿
流通市值
190.70亿
总股本
4.84亿
成交额
5,717万
换手率
0.31%
流通股本
4.84亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）
资讯
新帖
简况
港股异动 | 心动公司(02400.HK)尾盘涨超5% 高盛指公司游戏收入增速有望于2026年下半年加快
智通财经 · 10-09 15:19
港股异动 | 心动公司(02400.HK)尾盘涨超5% 高盛指公司游戏收入增速有望于2026年下半年加快
心动公司更新9月股份变动月报，总股本增至483,895,564股
公告速递 · 10-06
心动公司更新9月股份变动月报，总股本增至483,895,564股
异动解读｜心动公司盘中下跌5.19%，中期利润下滑叠加游戏板块集体走弱
行情直击 · 10-02
异动解读｜心动公司盘中下跌5.19%，中期利润下滑叠加游戏板块集体走弱
心动公司2026年中期营收33.12亿元，经调整净利润7.84亿元
公告速递 · 09-29
心动公司2026年中期营收33.12亿元，经调整净利润7.84亿元
手游股悉数走低 心动公司（02400）跌3.62%、网易（09999）跌3.38%
金吾财讯 · 09-25
手游股悉数走低 心动公司（02400）跌3.62%、网易（09999）跌3.38%
腾讯、TapTap都想让更多人做游戏，然后呢？
证券之星 · 09-23
腾讯、TapTap都想让更多人做游戏，然后呢？
高盛：上调心动公司(02400)评级至“买入” 下调目标价至60.7港元
智通财经网 · 09-23
高盛：上调心动公司(02400)评级至“买入” 下调目标价至60.7港元
异动解读｜心动公司盘中下跌5.13%，报39.56港元
行情直击 · 09-23
异动解读｜心动公司盘中下跌5.13%，报39.56港元
港股异动 | 心动公司(02400)早盘涨近8% TapTap Maker有望带来UGC供给爆发
智通财经 · 09-22
港股异动 | 心动公司(02400)早盘涨近8% TapTap Maker有望带来UGC供给爆发
手游股盘初走强 心动公司（02400）涨6% 机构指8月国内游戏收入大盘同比增长8%
金吾财讯 · 09-22
手游股盘初走强 心动公司（02400）涨6% 机构指8月国内游戏收入大盘同比增长8%
异动解读｜心动公司盘中上涨6.4%，获国泰海通首次覆盖予增持评级
行情直击 · 09-22
异动解读｜心动公司盘中上涨6.4%，获国泰海通首次覆盖予增持评级
【券商聚焦】国泰海通首予心动公司（02400）增持评级 看好TapTap稀缺性
金吾财讯 · 09-21
【券商聚焦】国泰海通首予心动公司（02400）增持评级 看好TapTap稀缺性
【券商聚焦】国海证券维持心动公司（02400）买入评级 指游戏及TapTap稳健
金吾财讯 · 09-11
【券商聚焦】国海证券维持心动公司（02400）买入评级 指游戏及TapTap稳健
异动解读｜心动公司盘中下跌5.05%，报41.38港元
行情直击 · 09-09
异动解读｜心动公司盘中下跌5.05%，报41.38港元
心动公司（02400）上扬13.31% 机构看好TapTap生态长期商业化空间
金吾财讯 · 09-07
心动公司（02400）上扬13.31% 机构看好TapTap生态长期商业化空间
港股异动 | 心动公司(02400)早盘涨超13% GPT6上线在游戏垂类的开发表现亮眼
智通财经 · 09-07
港股异动 | 心动公司(02400)早盘涨超13% GPT6上线在游戏垂类的开发表现亮眼
异动解读｜心动公司盘中上涨10.81%，8月游戏版号创年内新高且旗下新品获批
行情直击 · 09-07
异动解读｜心动公司盘中上涨10.81%，8月游戏版号创年内新高且旗下新品获批
心动公司8月股份变动月报：净减少5,427,600股
公告速递 · 09-04
心动公司8月股份变动月报：净减少5,427,600股
【券商聚焦】国信证券维持心动公司（02400）优于大市评级 指游戏收入增长驱动业绩
金吾财讯 · 09-02
【券商聚焦】国信证券维持心动公司（02400）优于大市评级 指游戏收入增长驱动业绩
心动公司(02400)9月1日斥资415.95万港元回购10万股
中金财经 · 09-01
心动公司(02400)9月1日斥资415.95万港元回购10万股
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公司概况
公司名称：
心动公司
所属市场：
SEHK
上市日期：
--
主营业务：
心动有限公司是一家主要从事手机及网页游戏的开发、营运、发行及分发手机游戏及网上游戏以及提供信息服务的投资控股公司。该公司通过两个业务部门开展业务。游戏分部主要通过其自身及其他分发渠道提供游戏发行及运营服务。TapTap平台分部主要通过公司自研的游戏社区和平台向游戏开发商、游戏发行商或彼等代理提供在线推广服务。该公司在国内市场和海外市场开展业务。
发行价格：
--
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16:39","pubTimestamp":1791275986,"startTime":"0","endTime":"0","summary":"心动公司于2026年10月6日发布截至2026年9月30日止月份的股份变动月报。公告显示，心动公司法定/注册股本仍维持在1,000,000,000股普通股，面值为每股0.0001美元，注册股本总额为100,000美元，本月内无变动。根据公告，心动公司已发行普通股数量由上月底的483,880,364股增至本月底的483,895,564股，较上月底增加15,200股。此外，公司曾于2026年5月28日回购3,597,800股普通股，相关股份尚未注销。该公告由执行董事黄一孟签署。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02400"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1148484899","title":"异动解读｜心动公司盘中下跌5.19%，中期利润下滑叠加游戏板块集体走弱","url":"https://stock-news.laohu8.com/highlight/detail?id=1148484899","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1148484899?lang=zh_cn&edition=full","pubTime":"2026-10-02 09:40","pubTimestamp":1790905200,"startTime":"0","endTime":"0","summary":"10月2日，心动公司盘中下跌5.19%，报38.0港元，成交额320.0万港元。消息面上，公司此前公布中期业绩，上半年实现营收33.12亿元，同比增长7.5%，但经调整净利润7.84亿元，同比下降8.1%，毛利率由73.1%降至70.3%，主要受《心动小镇》等产品海外运营渠道及云服务成本增加、一次性补税约0.97亿元以及AI相关运算成本大幅增至0.71亿元等因素拖累。此外，互动家庭娱乐行业今日整体承压，网易跌2.65%、IGG跌2.43%、网龙跌2.0%、金山软件跌1.77%，板块联动效应加剧个股跌幅。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"心动公司盘中走低，利润下滑拖累股价","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02400"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1121545080","title":"心动公司2026年中期营收33.12亿元，经调整净利润7.84亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1121545080","media":"公告速递","labels":["dataReport","SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1121545080?lang=zh_cn&edition=full","pubTime":"2026-09-29 16:43","pubTimestamp":1790671392,"startTime":"0","endTime":"0","summary":"心动公司公布的2026年中期报告显示，期内实现营收33.12亿元，同比增长7.5%。报告期内经调整净利润为7.84亿元，同比下降8.1%。报告期经营活动所产生的现金流净额为7.12亿元，同比增长12.7%。公司毛利为23.29亿元，同比上升3.4%，主要来自游戏及平台业务贡献。TapTap平台营业收入为9.94亿元，同比微降1.6%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"心动公司2026年中期营收33.12亿元，经调整净利润7.84亿元","news_tag":"dataReport,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02400"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670149324","title":"手游股悉数走低 心动公司（02400）跌3.62%、网易（09999）跌3.38%","url":"https://stock-news.laohu8.com/highlight/detail?id=2670149324","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2670149324?lang=zh_cn&edition=full","pubTime":"2026-09-25 10:14","pubTimestamp":1790302475,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股手游股悉数走低，截至发稿，心动公司 跌3.62%，网易跌3.38%，金山软件跌2.18%，哔哩哔哩-W跌1.46%，腾讯控股跌1.19%，网龙跌1.18%。消息面上，华龙证券研究指，2026年上半年游戏板块营收与归母净利润分别同比增长20.03%、65.68%，毛利率进一步提升、创近年新高，净利率升至20.47%，产品周期上行叠加出海与IP运营深化，业绩释放确定性强；但板块内部分化加剧，收入与利润进一步向头部集中，建议优选新品周期明确、海外布局领先的龙头厂商。","market":"nz","thumbnail":"https://static.szfiu.com/news/20241108/ZDQyZmM0MDNhYTRlOWFhOWE0NDBjZGFmOTc4ZmU3NDQzMjc2MzA4MTk4NA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ZDQyZmM0MDNhYTRlOWFhOWE0NDBjZGFmOTc4ZmU3NDQzMjc2MzA4MTk4NA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992481","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1023057109.AUD","SG9999000327.SGD","LU0261950983.USD","LU0128522744.USD","LU0972618739.USD","LU0828238088.HKD","LU0106959298.USD","LU0251144936.SGD","LU0149534421.HKD","LU2023250504.SGD","LU1568876335.HKD","LU0878004406.USD","LU0499858602.USD","SG9999018865.SGD","SG9999001093.SGD","ODDS","LU1504937902.USD","LU1481107354.HKD","LU0918141705.HKD","JEMA","SOCL","SG9999004220.SGD","LU0348723411.USD","LU0328353924.USD","LU2399975544.HKD","SG9999013353.USD","LU1102505929.USD","LU0823041008.USD","LU1226287792.SGD","HK0000306701.USD","LU0049853897.USD","LU1733274473.HKD","IE00BGV7N243.SGD","LU0633140560.USD","LU0315179316.USD","LU1725190679.HKD","SG9999006514.SGD","BK1575","LU0072462343.USD","LU0868486357.SGD","LU0634319403.HKD","LU0264606111.USD","LU0287142896.SGD","LU0882747503.HKD","LU0449515922.USD","LU1770036033.HKD","LU0228367735.SGD","LU1046422090.SGD","LU0320764243.SGD","TCEHY","HK0000352382.USD","IE00B97KM107.HKD","FFEM","BK1517","LU0359201885.HKD","LU2039709279.SGD","GAMR","LU0348827113.USD","LU2097828805.USD","LU0117841782.USD","LU0675040207.SGD","LU0823397103.USD","LU0359202008.SGD","LU1226288097.SGD","LDEM","LU0235996351.USD","LU1051769294.HKD","LU0516422366.SGD","LU0898667661.SGD","LU1439102457.SGD","LU0979878070.USD","LU0577902454.USD","LU2125910500.SGD","LU1064130708.USD","LU0873338254.USD","LU0048597586.USD","LU0441854154.USD","LU0127658192.USD","LU0856984785.SGD","BK1516","LU0214875030.USD","LU0502904849.HKD","LU0143863784.USD","LU0231483743.USD","LU0117844026.USD","LU0541502299.USD","LU2125910849.SGD","LU1102505762.USD","LU2152927971.USD","LU0823413587.USD","LU0106252389.USD","LU0192582467.USD","LU0029875118.USD","BK1591","LU2362540622.SGD","IE00B8L5B284.USD","LU2462611646.USD","EMC","IE00BF5LJ272.USD","LU0164880469.USD","LU0061477393.USD","LU1048484197.HKD","LU0651947912.USD","HK0000306685.HKD","BILI","LU0348814723.USD","LU1226287529.USD","LU1048596156.SGD","LU0594300419.USD","LU0345776255.USD","IE00B031J352.USD","LU0543330566.HKD","NTES","BK1589","LU0918141887.USD","LU1224709979.USD","LU0516423174.USD","BK1613","LU1734074674.USD","02400","LU0203347892.USD","LU0329678337.USD","LU0326950275.SGD","BK1526","LU0499858438.USD","LU1316542783.SGD","LU0737861772.HKD","LU2449936058.SGD","IE0003895053.USD","LU3227948356.SGD","LU1211504680.USD","09626","LU0289960550.SGD","LU0456846285.SGD","LU0738912210.USD","LU0164872284.USD","LU0329678170.USD","LU0650527681.SGD","LU1328277881.USD","HK0000914686.HKD","LU0823040885.USD","LU2177674079.SGD","BK1586","IE0008368742.USD","LU0261947096.USD","JADE","SG9999001903.USD","LU0516423091.SGD","SG9999000459.SGD","LU0648948544.HKD","LU0080751232.USD","LU0469268626.HKD","LU0345769631.USD","LU0561508036.HKD","LU0384037296.USD","LU1171460220.USD","LU2242644610.SGD","LU0862451753.SGD","LU2226246903.HKD","SG9999003461.SGD","IE00B067MR52.USD","SGXZ99366536.SGD","LU1831875114.USD","EMCS","LU1044874839.SGD","LU1115378108.SGD","LU0431992006.USD","LU0985320562.USD","LU0345769128.USD","LU0594300179.USD","BK1607","LU2257852520.SGD","LU2265009873.SGD","LU1810669033.SGD","IE00B031HY20.USD","LU1515016050.SGD","LU1981816686.USD","LU2279701549.SGD","LU2476274308.USD","LU1733274390.USD","LU0417516571.SGD","LU1196710351.USD","LU0149721374.USD","LU1688375341.USD","LU1675838814.USD","IE00BQXX3F31.USD","LU0862451837.USD","HTCD.SI","LU0672654166.SGD","SG9999015986.USD","LU0588546209.SGD","LU0106259558.USD","LU0821914370.USD","LU1323998911.USD","LU0140636845.USD","LU0589944569.HKD","LU0588545904.SGD","LU2237443549.SGD","CXSE","LU0791591158.USD","LU0096374516.USD","LU0211331839.USD","03888","ESPO","XSOE","LU0348784397.USD","LU0463099449.HKD","IE00B29SXG58.USD","IE00B031HW06.USD","SG9999014898.SGD","LU0054237671.USD","LU2237443895.HKD","BK1609","LU0831103253.SGD","LU1196710864.SGD","FDNI","LU2133065610.SGD","SG9999006597.SGD","LU0052750758.USD","LU2279858448.HKD","BIDD","LU2237443382.USD","SG9999014914.USD","LU0488056044.USD","LU0029874905.USD","LU0047713382.USD","LU0254981946.USD","LU1282649067.USD","LU1785774172.SGD","LU0228659784.USD","LU2097828557.USD","LU0414403682.SGD","LU0210527791.USD","IE00BPRC5H50.USD","LU0259732245.USD","LU0577902298.EUR","LU0784639295.USD","SG9999001689.USD","L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18:00","pubTimestamp":1790157631,"startTime":"0","endTime":"0","summary":"2026年上半年，TapTap新发行的可玩游戏达到5002款，去年同期还只有530款。过去半年，TapTap制造已经帮助3000多名创作者制作了接近5000款游戏，相关作品累计玩家超过1100万。TapTap制造已经跑了半年，游点灵才刚刚开始公开测试，两款产品走到的阶段并不一样。TapTap正在调整的因此还是分发机制。这也意味着，对心动来说，TapTap制造带来的不只是多一批游戏供给。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.stockstar.com/SS2026092300031518.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU0607220059.USD","LU2008162690.USD","LU0651946864.USD","LU0608807433.USD","LU1102505929.USD","LU0320764755.SGD","LU0828238088.HKD","LU1282649810.SGD","IE00B29SXG58.USD","LU0211331839.USD","LU1868837722.USD","IE0034224299.USD","LU0127658192.USD","SG9999001689.USD","LU2125910849.SGD","LU0979878070.USD","LU2237443549.SGD","LU0577902538.SGD","LU1974910355.USD","SG9999000459.SGD","LU0173614495.USD","LU1568876251.USD","LU2045819591.USD","SG9999001903.USD","LU0572940350.SGD","LU0862451837.USD","LU0823038988.USD","LU0328353924.USD","SGXZ51526630.SGD","LU0516423091.SGD","LU0047713382.USD","LU0211977185.USD","LU0700851271.USD","HK0000320223.HKD","JEMA","LU0642271901.SGD","LU0228367735.SGD","IE00B0169N27.USD","LU1282649067.USD","LU1064130708.USD","LU0531970944.HKD","SG9999002463.SGD","LU2237443465.HKD","HK0000306701.USD","IE00B031HY20.USD","BK1521","LU1048588211.SGD","LU1769817096.USD","LU0054450605.USD","LU2279701549.SGD","LU0348788117.USD","LU0117844026.USD","LU0784639295.USD","BK1095","SG9999007991.SGD","IE00B067MR52.USD","LU0370786039.SGD","LU0431992006.USD","LU2242644610.SGD","LU1008478684.HKD","LU0516423174.USD","LU0819123356.HKD","BK1589","LU0289960550.SGD","AAXJ","GB00BDT5M118.USD","LU0043850808.USD","LU3227948356.SGD","LU0417516571.SGD","SOCL","LU1051768304.USD","LU1831875114.USD","LU0188438112.USD","LU1044874839.SGD","LU0326948709.USD","LU0589944569.HKD","LU1956131251.USD","LU0345769128.USD","LDEM","LU0084288322.USD","LU1188198961.HKD","LU0293314216.USD","LU0577902611.USD","IE00B8L5B284.USD","SG9999001051.SGD","LU0791590937.USD","LU1951186391.HKD","LU0348783233.USD","BK1516","LU0143863198.USD","LU0169518387.USD","BK1526","LU0348735423.USD","LU0499858602.USD","LU0588545490.SGD","LU0128522157.USD","LU2247934214.USD","LU0878005551.USD","LU0873338254.USD","LU0456846285.SGD","LU0192582467.USD","LU0259732245.USD","IE00BQXX3D17.EUR","LU0070217475.USD","LU0072913022.USD","HK0001040168.HKD","LU0862451753.SGD","LU0164872284.USD","LU0329678170.USD","LU0072462343.USD","LU1655091459.SGD","LU2362541273.HKD","LU1719994722.HKD","SG9999015986.USD","LU0348827113.USD","BK1586","LU0501845795.SGD","IE0032834883.USD","LU0210526637.USD","LU0823039010.USD","LU0314109678.HKD","LU1734074674.USD","02400","LU2226246903.HKD","IE0008368411.USD","LU1642822792.SGD","LU0738912210.USD","TCHI","JADE","LU0106959298.USD","LU0359201612.USD","LU1282648689.USD","LU0823397103.USD","LU0456842615.SGD","SG9999003461.SGD","IE00BF5LJ272.USD","LU1439102457.SGD","LU2476274720.SGD","LU0181495838.USD","LU2097828474.EUR","LU2279858448.HKD","SG9999014674.SGD","LU2152927971.USD","IE0031814852.USD","IE00B031J352.USD","IE00B543WZ88.USD","LU0320764599.SGD","LU2498475776.HKD","LU1211504680.USD","LU0831103253.SGD","LU0348784397.USD","HK0000151867.HKD","LU0096374516.USD","LU0441854154.USD","LU1226287792.SGD","LU0396098781.USD","LU0640798160.USD","LU0348814723.USD","LU0011963245.USD","LU1691799644.USD","LU0828237510.HKD","LU1316542783.SGD","LU0348825331.USD","LU1226288097.SGD","LU1785774172.SGD","SG9999002828.SGD","LU0214875030.USD","LU2251237306.USD","IE00BZ08YS42.EUR","LU0164880469.USD","LU2097828714.EUR","LU1044875133.USD","LU0359202008.SGD","LU0823426480.USD","LU0540923850.HKD","LU0196878994.USD","TCEHY","SGXZ99366536.SGD","LU0326950275.SGD","LU1023057109.AUD","LU0541502299.USD","IE0001KFT4U8.USD","BK1610","SG9999013353.USD","LU1226288253.USD","LU1568876335.HKD","HK0000914660.USD","LU1688375341.USD","LU1152091754.HKD","BK1618","SG9999015978.USD","LU1993786604.SGD","LU0608807946.USD","LU0823426308.USD","LU0502904849.HKD","LU0675040207.SGD","LU0307460666.USD","SG9999014880.SGD","LU0039217434.USD","LU1917777945.USD","EEMX","GAMR","SG9999001226.SGD","LU0683595622.HKD","LU2237443978.SGD","BK1502","LU2097828557.USD","LU1481107354.HKD","LU0648948544.HKD","LU0880133367.SGD","SG9999001093.SGD","SG9999018865.SGD","LU1810669033.SGD","LU1883866441.USD","LU0345769631.USD","LU0210527791.USD","LU1226287875.USD","HTCD.SI","LU2265009873.SGD","LU0327786744.USD","SG9999018857.SGD","LU0633140727.USD","CXSE","LU1102505762.USD","SG9999006514.SGD","LU0890818403.SGD","LU0918141887.USD","LU2133065610.SGD","LU1323998911.USD","IE0003795394.USD","LU1981816686.USD","LU1328615791.USD","XSOE","LU0320764243.SGD","LU1242518857.USD","LU2087589342.USD","LU0449509016.USD","BKF","SGXZ90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下调目标价至60.7港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2669739109","media":"智通财经网","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669739109?lang=zh_cn&edition=full","pubTime":"2026-09-23 16:29","pubTimestamp":1790152178,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，高盛发布研报称，将心动公司评级上调至“买入”，但将基于部分加总估值法的12个月目标价由66.8港元下调至60.7港元。游戏收入增速有望于2026年下半年加快高盛预计，心动公司游戏收入增速将由2026年上半年的同比12%加快至下半年的同比21%，主要受《心动小镇》海外版增量贡献支持。高盛认为，公司目前更稳定的游戏产品组合有助于支持可持续增长。上调至买入评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1499814.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["02400","EWH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1127639615","title":"异动解读｜心动公司盘中下跌5.13%，报39.56港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1127639615","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1127639615?lang=zh_cn&edition=full","pubTime":"2026-09-23 11:25","pubTimestamp":1790133944,"startTime":"0","endTime":"0","summary":"9月23日，心动公司盘中下跌5.13%，报39.56港元/股，成交额3352.48万港元。心动公司所在的互动家庭娱乐行业整体走弱，个股中，网易跌1.24%，金山软件跌1.98%，博雅互动跌0.59%，网龙跌0.26%，贪玩跌0.94%。心动有限公司是一家主要从事手机及网页游戏的开发、营运、发行及分发手机游戏及网上游戏以及提供信息服务的投资控股公司，旗下拥有游戏业务及TapTap平台两大业务板块。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02400"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669927811","title":"港股异动 | 心动公司(02400)早盘涨近8% TapTap Maker有望带来UGC供给爆发","url":"https://stock-news.laohu8.com/highlight/detail?id=2669927811","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669927811?lang=zh_cn&edition=full","pubTime":"2026-09-22 09:55","pubTimestamp":1790042153,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，心动公司(02400)早盘涨近8%。截至发稿，涨5.89%，报41.68港元，成交额5563.25万港元。国泰海通证券发布研报称，2026年公司全面推进AI在研发与运营环节落地，推出AI原生产品并探索AI时代组织变革。其中AI游戏创作智能体TapTap Maker开启邀请测试，用户已依托该工具在TapTap发布超6000款游戏，TapTap Maker有望释放大众游戏创作能力，驱动游戏行业供给爆发，带动平台内容生态扩容，进而利好心动TapTap平台业务增长。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1499129.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1531","02400","BK1104","BK1585","BK4585","BK1591","BK1589","BK1608","BK1615","BK4588","VXUS","KCAI","BK1579"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669920361","title":"手游股盘初走强 心动公司（02400）涨6% 机构指8月国内游戏收入大盘同比增长8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2669920361","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669920361?lang=zh_cn&edition=full","pubTime":"2026-09-22 09:48","pubTimestamp":1790041730,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股手游股盘初走强，截至发稿，蓝港互动 涨11.73%，博雅互动涨8.97%，心动公司涨6.00%，腾讯控股涨5.02%，网龙涨2.50%，金山软件涨1.28%，哔哩哔哩-W涨1.27%，贪玩涨1.34%。消息面上，申万宏源指出，8月游戏出海维持高增，同比+20.9%，增量主要由成熟期产品通过高频运营活动兑现。8月中国国内游戏收入大盘316亿元，同比增长8%，其中手游市场同比约+9%，客户端市场同比+2%，双端互通老产品季节性回落。","market":"other","thumbnail":"https://static.szfiu.com/news/20250110/NTQxOTRlZTU5ZGZkZjc4MmEzMTdjMTVhMTM1NjYxOTg3NzU=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NTQxOTRlZTU5ZGZkZjc4MmEzMTdjMTVhMTM1NjYxOTg3NzU=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992166","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1615","02400","BK1104","BK1585","BK1531","BK1579","BK1589","BK1591","BK1608"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1156421370","title":"异动解读｜心动公司盘中上涨6.4%，获国泰海通首次覆盖予增持评级","url":"https://stock-news.laohu8.com/highlight/detail?id=1156421370","media":"行情直击","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1156421370?lang=zh_cn&edition=full","pubTime":"2026-09-22 09:39","pubTimestamp":1790041182,"startTime":"0","endTime":"0","summary":"9月22日，心动公司盘中上涨6.4%，报41.66港元，成交额2095.22万港元。消息面上，国泰海通近日首次覆盖心动公司并给予增持评级，看好TapTap平台的稀缺性。该行指出，TapTap Maker有望释放大众游戏创作能力，驱动游戏行业供给爆发，带动平台内容生态扩容，进而利好心动公司TapTap平台业务增长。公司上半年实现营收33.12亿元，同比增长7.5%；TapTap Maker已有超6000款游戏利用该智能体开发并在TapTap上发布，AI游戏生态布局持续推进。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"心动公司获国泰海通首予增持，盘中上涨","news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02400"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669130117","title":"【券商聚焦】国泰海通首予心动公司（02400）增持评级 看好TapTap稀缺性","url":"https://stock-news.laohu8.com/highlight/detail?id=2669130117","media":"金吾财讯","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669130117?lang=zh_cn&edition=full","pubTime":"2026-09-21 14:06","pubTimestamp":1789970778,"startTime":"0","endTime":"0","summary":"26H1TapTap平台业务收入同比小幅下降1.6%至9.94亿元，下滑源于其他收入减少，平台在线推广服务收入基本稳定。TapTap Maker有望释放大众游戏创作能力，驱动游戏行业供给爆发，带动平台内容生态扩容，进而利好心动公司TapTap平台业务增长。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992091","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02400","KCE","02611"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666152546","title":"【券商聚焦】国海证券维持心动公司（02400）买入评级 指游戏及TapTap稳健","url":"https://stock-news.laohu8.com/highlight/detail?id=2666152546","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666152546?lang=zh_cn&edition=full","pubTime":"2026-09-11 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Maker邀请测试，目前已有超6000款游戏利用该智能体开发并在TapTap上发布。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991394","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["KCE","02400","000750"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1174653586","title":"异动解读｜心动公司盘中下跌5.05%，报41.38港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1174653586","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1174653586?lang=zh_cn&edition=full","pubTime":"2026-09-09 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盘中上扬13.31%，最新报45.30港元，成交额2.55亿港元。消息面上，开源证券研究指，公司中报业绩稳健，2026H1实现营收33.12亿元，归母净利润7.14亿元，经调整归母净利润7.72亿元。2026H1毛利率为70.3%，主因总额确收的游戏收入占比提升。考虑税务及AI游戏生态尚处投入阶段，该机构下调2026-2028年归母净利润预测至15.91/18.68/21.70亿元，当前股价对应PE11.2/9.5/8.2倍，看好TapTap生态长期商业化空间，维持“买入”评级。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/MzQyYjVhODQ3ZWY1M2M1MGY5NWIyMTYzODE1MzIxNzE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MzQyYjVhODQ3ZWY1M2M1MGY5NWIyMTYzODE1MzIxNzE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990810","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1531","02400","BK1104","BK1585","BK1591","BK1589","BK1608","BK1615","BK1579"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665417393","title":"港股异动 | 心动公司(02400)早盘涨超13% 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