China Literature posts 10.7% higher H1 2026 revenue as IP operations jump 41.9%

China Literature reported unaudited first-half 2026 revenue of RMB3.531 billion, up 10.7% year on year, as IP operations revenue rose 41.9% to RMB1.614 billion and offset a 7.3% decline in online business revenue to RMB1.840 billion. Gross profit increased 11.1% to RMB1.792 billion and gross margin edged up to 50.7%, but IFRS profit attributable to equity holders fell to RMB135.4 million from RMB849.8 million because of RMB300 million in tax-related payments at a subsidiary and the absence of a RMB512 million after-tax gain on the deemed disposal of an investee recorded a year earlier. Non-IFRS profit fell to RMB258.8 million from RMB507.8 million. The company said its "IP + AI" push in short dramas, AI-generated comics and merchandise drove growth, with revenue from short dramas and AI-generated comics reaching RMB430 million, up 230%, and IP merchandise GMV rising above 60% to RMB780 million. After the results, UBS kept a Buy rating but cut its target price to HK$29.5 from HK$50 and lowered earnings forecasts, while Citi kept a Buy rating and raised its target to HK$25 from HK$23, citing higher net cash and earnings revisions but warning about execution and cannibalization risks as China Literature shifts from online reading toward broader IP monetization.

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