Strong game profits and AI data-center push drive Century Huatong higher
First-half profit jumps ~70% on gaming strength Century Huatong reported first-half 2026 revenue of 22.12 billion yuan, up 28.5%, and net profit of 4.5 billion yuan, up 69.5%, with the core gaming business leading. Strong, cash-generating results support the share price and fund a dividend of 0.8 yuan per 10 shares.
The confirmed earnings beat is the clearest new reason the stock is moving up.
AI cloud data becomes a second growth story Beyond games, the company is turning its existing data centers into computing-power leasing and operation, building large facilities in the Yangtze and Pearl River deltas and working with Tencent Cloud and Huawei. This adds a new AI-driven revenue stream, though profits from it are not yet broken out.
It explains the AI angle investors are pricing in alongside the game business.
Shareholders ordered to fix unpaid performance compensation Regulators told four shareholders, including former controlling shareholder Huatong Holdings, to rectify after they failed to deliver share compensation tied to a 2019 restructuring, following a subsidiary's revenue inflation. Only one has paid so far, a governance overhang that can weigh on sentiment.
It is the main counterweight and a real regulatory risk readers should know about.
Sector tailwinds and fund interest in AI applications Chinese AI models are topping global usage rankings, and brokerages are recommending AI application names, with Century Huatong appearing in August picks. Industry data also show game revenue and overseas sales rising, supporting demand for its core games and its AI pivot.
It shows the broader market backdrop that is helping lift the stock.