Yoozoo Games plans to procure GPUs for 4.225 billion yuan, about 3 times last year's revenue
Yoozoo Games announced that its wholly-owned subsidiary Yoozoo Information plans to procure GPUs of the model PRO5500 (PCIe) from Company A for 4.225 billion yuan, with information on the counterparty exempted from disclosure. The amount is about 3 times the company's 2025 revenue of 1.402 billion yuan. The source of funds is a combination of self-owned funds, bank credit, financial leasing and other methods, and the contract adopts batch delivery. The company stated that there is uncertainty in the implementation progress of the contract, and the impact on financial indicators cannot be measured for the time being.
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A gaming company is procuring GPUs for about three times its annual revenue; the original text provides the contract amount, delivery method and financial data, allowing observation of the gap between computing power investment and the scale of its main business.
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A gaming company with a market value of 10 billion yuan plans to spend more than 4.2 billion yuan to purchase GPUs, roughly equivalent to three times the company's revenue last year—a move that has drawn market attention.
On the evening of November 3, A-share gaming company Yoozoo Games (002174.SZ) issued a contract announcement, stating that its wholly owned subsidiary plans to purchase GPUs for 422.5 million yuan to advance the company's transformation and upgrading. At the market open on the morning of November 4, Yoozoo Games rose more than 4% at one point, then the gain narrowed; as of 11:00 a.m., the gain had narrowed to 0.09%, at 10.73 yuan per share, with a total market value of 10.52 billion yuan.
Specifically, the announcement shows that Shanghai Yoozoo Information Technology Co., Ltd. (Yoozoo Information) recently signed a Sales Contract with Company A, under which Yoozoo Information will purchase GPU products of the PRO5500 (PCIe) model from Company A, with a total agreement amount of 4.225 billion yuan.
Citing trade secrets and strategic development considerations, the company has carried out an exemption disclosure procedure for information about the counterparty and the transaction details. According to public information, the PRO5500 (PCIe) model corresponds to NVIDIA's RTX PRO 5500 professional-grade card based on the Blackwell architecture, equipped with 84GB GDDR7 memory, positioned for professional workloads such as enterprise-level AI inference, generative AI, graphics processing and simulation.
Yoozoo Games said the project's funding sources are a combination of its own funds, bank credit and financial leasing. The announcement noted that because the delivery method stipulated in this contract is phased delivery, the funds can be used on a rolling basis, and the overall scale of capital investment is controllable.
The company said there is uncertainty regarding the implementation content and progress of the contract, and the amount of impact on financial indicators cannot yet be measured; if implemented smoothly, it will help the company advance its transformation and upgrading.
A Yicai reporter noted that on the evening of November 2, Yoozoo Games announced that it had provided a 100 million yuan guarantee for Yoozoo Information.
Previously, Yoozoo Games' third-quarter financial report released on October 27 showed that the company's revenue in the first three quarters was 1.063 billion yuan, up 4.31% year on year; net profit was 142 million yuan, up 85.97% year on year. Among this, the company's third-quarter revenue was 366 million yuan, up 10.75% year on year; net profit was a loss of 111 million yuan, down 522.46% year on year.
The 4.225 billion yuan computing power contract is roughly equivalent to three times Yoozoo Games' 2025 revenue of 1.402 billion yuan and four times its revenue in the first three quarters of 2026.
As of September 30, 2026, Yoozoo Games' total assets were 6.628 billion yuan, its cash and cash equivalents balance was 1.176 billion yuan, and its total liabilities were 2.018 billion yuan.
The gaming business remains Yoozoo Games' revenue pillar. In the first half of 2026, the company's gaming business revenue accounted for more than 99% of revenue. The company's main products include the "Young Three Kingdoms" series and "Young Journey to the West." But in recent years, Yoozoo Games has begun to build out an AI upstream and downstream ecosystem and has frequently moved into the computing power industry chain, including establishing an AI Innovation Institute internally and investing in domestic GPU companies such as Sunrise and Biren Technology.
In July 2025, Yoozoo Games invested in domestic GPU company Sunrise and reached a strategic cooperation; the two sides integrated high-performance customized GPU computing power solutions and distributed architecture capabilities to build a computing power foundation for AI-enabled game development. In August this year, the company reached cooperation with Kangying Semiconductor and Sunrise to establish a "2.5D/3D Advanced Packaging Center" in Wuxi High-tech Zone, focusing on advanced packaging processes such as CoWoS-like technologies.
In September, the advanced packaging project of Dijiang Technology, jointly initiated by the company, started in Shanghai. The project will invest in and build large-scale production lines in phases, create a full-category 2.5D/3D advanced packaging process platform, and provide one-stop mass production foundry services for customers of high-computing-power chips such as AI and storage.
From investment in domestic GPUs to GPU procurement, Yoozoo Games' business layout appears to be extending from gaming AI business deeper into the computing power industry chain. This may be a ticket to transformation, or it may be a stress test: large capital expenditures, phased delivery, changes in demand and financial impacts that cannot yet be measured—each link requires stronger operational capability to absorb.