Shares of VOBILE GROUP (03738) surged nearly 10% during afternoon trading on Thursday, last up 8.04% at HK$3.025 with turnover reaching HK$175 million.

The company recently published its interim results, reporting first-half revenue of HK$1.805 billion, up 23.97% year-on-year. Notably, content monetization revenue reached HK$1.087 billion, accounting for 60.2% of total revenue, surpassing content protection for the first time to become the largest revenue source. Net profit for the period stood at HK$195 million, representing a substantial 92.7% increase year-on-year.

According to a research report from Guoyuan International, as of June 30, 2026, the company's total active assets reached 5.76 million, including 4.56 million film and television content and clips. Monetizable active assets, represented by AI short dramas and AI music, reached 1.2 million, with the proportion surpassing the 20% threshold for the first time. This ratio has climbed significantly from just 3% in Q1 2025, achieving a remarkable leap in approximately one and a half years, establishing AI-related content as the core variable driving the company's business growth.