格隆汇10月15日丨网龙(00777.HK)公告，2025年10月15日耗资128.89万港元回购10万股，回购价格每股 12.67-13港元。 ...

FF305 表格類別： 股票 狀態： 新提交 公司名稱： 網龍網絡控股有限公司 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 呈交日期： 2025年10月15日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 00777 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | 事件 | | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括庫 ...

Core Insights - The top three companies with the highest short positions as of October 3 are COSCO Shipping Holdings (01919), Ganfeng Lithium (01772), and ZTE Corporation (00763), with short ratios of 15.66%, 15.25%, and 15.16% respectively [1][2] - Ganfeng Lithium (01772) saw the largest absolute increase in short positions, rising by 1.20%, followed by Minmetals Resources (01208) with an increase of 0.96%, and Yuexiu Transport Infrastructure (01052) with an increase of 0.76% [1][2] - The companies with the largest decreases in short positions include GCL-Poly Energy (03800), which decreased by 3.16%, followed by Dongfang Electric (01072) with a decrease of 2.03%, and Jinxin Fertility (01951) with a decrease of 0.76% [1][3] Summary of Short Positions - **Top 10 Companies by Short Ratio** - COSCO Shipping Holdings (01919): 15.66% (from 437 million shares to 451 million shares) - Ganfeng Lithium (01772): 15.25% (from 62.30 million shares to 67.64 million shares) - ZTE Corporation (00763): 15.16% (from 113 million shares to 115 million shares) - CATL (03750): 13.83% (from 21.12 million shares to 21.57 million shares) - Vanke (02202): 12.63% (from 268 million shares to 279 million shares) - Ping An Insurance (02318): 12.59% (from 959 million shares to 938 million shares) - Zijin Mining (02899): 12.58% (from 750 million shares to 754 million shares) - MicroPort Medical (00853): 11.10% (from 213 million shares to 212 million shares) - Hansoh Pharmaceutical (01276): 11.01% (from 28.01 million shares to 28.43 million shares) - Fuyao Glass (06865): 10.85% (from 49.22 million shares to 47.94 million shares) [2] - **Top 10 Companies with Increased Short Positions** - Ganfeng Lithium (01772): Increased by 1.20% (from 14.05% to 15.25%) - Minmetals Resources (01208): Increased by 0.96% (from 1.96% to 2.93%) - Yuexiu Transport Infrastructure (01052): Increased by 0.76% (from 1.08% to 1.84%) - Jinli Permanent Magnet (06680): Increased by 0.66% (from 7.76% to 8.42%) - China Civil Aviation Information Network (00696): Increased by 0.58% (from 6.63% to 7.21%) [2] - **Top 10 Companies with Decreased Short Positions** - GCL-Poly Energy (03800): Decreased by 3.16% (from 11.76% to 8.59%) - Dongfang Electric (01072): Decreased by 2.03% (from 6.78% to 4.75%) - Jinxin Fertility (01951): Decreased by 0.76% (from 10.61% to 9.85%) - Yangtze Optical Fibre and Cable (06869): Decreased by 0.75% (from 7.03% to 6.28%) - Shanghai Electric (02727): Decreased by 0.72% (from 2.25% to 1.52%) [3][4]

具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | GX恆生高股息率(03110) | +0.22% | 2.09% | | 建业新生活(09983) | 0.00% | 2.35% | | 高鑫零售(06808) | 0.00% | 2.82% | | 中国移动(00941) | 0.00% | 13.86% | | 泰格医药(03347) | 0.00% | 49.85% | | 京基金融国际(01468) | 0.00% | 56.49% | | 天津创业环保股份(01065) | 0.00% | 64.71% | | 药明巨诺-B(02126) | 0.00% | 8.93% | | 中国前沿科技集团(01661) | 0.00% | 0.09% | | 珠光控股(01176) | 0.00% | 13.58% | | 建发物业(02156) | 0.00% | 0.21% | | 龙光集团(03380) | 0.00% | 7.92% | | 长城汽车(02333) | ...

Core Insights - NetDragon's transformation and focus on AI have attracted significant attention from top-tier international capital, with BlackRock increasing its stake to over 5% [1] - The company is implementing a dual-driven strategy of "AI + Education" and "AI + Gaming," enhancing operational efficiency and market reach [1] Group 1: AI + Gaming Strategy - NetDragon has established an AI production center to integrate different game teams under the same IP, significantly improving cross-version content collaboration and automatic generation capabilities [1] - The flagship IP "Magic Domain" is set to launch multilingual versions efficiently, expanding into new overseas markets [1] Group 2: AI + Education Strategy - The company is leveraging its Mynd.ai business as the core operator for overseas classroom technology, embedding AI into educational hardware [1] - AI voice assistant technology is being deeply integrated with interactive display hardware to enhance product competitiveness and market share [1] Group 3: Investment in Frontier Technologies - NetDragon's strategic investments in AI edge devices have led to the successful launch of a new generation of AI glasses, marking a breakthrough in consumer market applications [2] - The influence and commercialization capabilities of NetDragon's invested companies in cultural creativity and IP operations are expanding [2] - Future strategic investments will focus on AI, XR, robotics, and blockchain technologies, reinforcing synergies with the company's core business [2]

Core Insights - NetDragon's transformation and focus strategy on "AI + Education" and "AI + Gaming" has attracted significant attention from top-tier international capital, with BlackRock increasing its stake to over 5% [1] Group 1: AI Strategy - The company is implementing a dual-driven strategy of "AI + Education" and "AI + Gaming" [1] - In the gaming sector, NetDragon has established an AI production center that enhances collaboration and automatic content generation across different game teams, significantly improving efficiency [1] - The flagship IP "Magic Domain" is set to launch multilingual versions to expand into new overseas markets with the help of the AI production center [1] Group 2: Education Sector - In the education sector, NetDragon is leveraging its first-mover advantage in AI to capture market share both domestically and internationally [1] - The Mynd.ai business serves as the core operational entity for overseas classroom technology, integrating AI voice assistant technology with interactive display hardware to enhance product competitiveness [1] Group 3: Technological Investments - The company's strategic layout in cutting-edge technology and AI ecosystems is becoming increasingly valuable, with recent investments leading to the launch of a new generation of AI glasses [2] - NetDragon's subsidiaries are expanding their influence in cultural creativity and IP operations, enhancing their commercialization capabilities [2] - Future strategic investments will focus on AI, XR, robotics, and blockchain technologies, reinforcing synergies with the company's main business [2]

Core Viewpoint - BlackRock Inc., one of the largest asset management firms globally with assets under management of $12.5 trillion, has recently increased its stake in NetDragon (00777) to nearly 5%, indicating strong confidence in the company's future and its strategic focus on embracing AI [1] Group 1: Investment Sentiment - Multiple institutions have released reports expressing optimism about NetDragon's future development [1] - First Shanghai maintains a "Buy" rating, citing the stability of NetDragon's gaming business and the significant potential of its education segment, with a target price of HKD 20.24 [1] -浦银国际 also holds a "Buy" rating, highlighting NetDragon's ample net cash and the value of its digital assets, along with a commitment to distribute HKD 600 million to shareholders [1] Group 2: Financial Performance - NetDragon is projected to achieve revenue of RMB 2.38 billion in the first half of 2025, with a gross profit of RMB 1.7 billion and a gross margin increase of 2.9 percentage points to 69.5%, reflecting enhanced overall profitability [1] - Operating expenses have decreased by 15.6% year-on-year, demonstrating significant cost reduction and efficiency improvements [1] - The gaming business is stabilizing with several new products in the pipeline, while the education segment, though under short-term pressure, continues to expand in emerging markets and optimize costs [1]

Core Viewpoint - BlackRock Inc., one of the largest asset management firms globally with assets under management of $12.5 trillion, has recently increased its stake in NetDragon (00777) to nearly 5%, indicating strong confidence in the company's future and its strategic focus on embracing AI [1] Group 1: Company Performance - Multiple institutions have released reports expressing optimism about NetDragon's future development [1] - First Shanghai highlights that NetDragon's gaming business is stable, and its education segment has significant potential, with the growth of gaming IP and expansion into overseas markets expected to drive new performance growth [1] - The firm maintains a "Buy" rating with a target price of HKD 20.24 [1] Group 2: Financial Metrics - According to浦银国际, NetDragon has ample net cash and notable digital asset value, committing to distribute HKD 600 million to shareholders, which enhances its attractiveness [1] - NetDragon achieved revenue of RMB 2.38 billion in the first half of 2025, with a gross profit of RMB 1.7 billion, and a gross margin increase of 2.9 percentage points to 69.5%, reflecting improved overall profitability [1] - Operating expenses decreased by 15.6% year-on-year, demonstrating significant cost reduction and efficiency improvements [1]

网龙 摘要 网龙公司通过自主研发的《幻灵游侠》、《征服》和《魔域》等游戏起 家，2007 年在香港交易所上市。2013 年出售 91 无线后，积极布局教 育业务，并于 2015 年收购普罗米修斯，形成游戏和教育科技双轮驱动。 旗舰 IP《魔域》以原创设计、自主发行和跨领域联动为特点，长期运营 且用户活跃度高。通过引入智能 NPC 和 AI 生成内容，如貂蝉英灵幻兽， 提升用户体验，并利用 AI 技术加速全球化扩张，已推出葡萄牙语和阿拉 伯语版本。 网龙全面拥抱 AI，构建 AI 生产中心，提高内容迁移与适配效率。2025 年上半年，游戏和应用服务板块研发费用同比下降 27%。计划聚焦开发 AI 原生游戏，包括智能 NPC 和生成式内容，以符合新时代要求。 《征服》海外收入占比超过 60%，未来将深化本地化玩法，加速海外拓 展。《英魂之刃》通过内容与赛事双引擎驱动，PC 端收入持续增长， 2025 上半年因与国漫 IP 联动，APA 同比增长 10%。两款 IP 均已部署 AI 生产中心。 Q&A 网龙公司在过去的发展历程中有哪些重要的里程碑？ 网龙公司自 1999 年创立以来，经历了几个重要的发展阶段。200 ...

智通财经APP获悉，根据2025年10月8日披露数据，恆生中国企业（02828）、华夏恆生科技 （03088）、电能实业（00006）港股通持股占比增加值最大，分别增加0.02%、0.01%、-0.00%；南方 恆生科技（03033）、华虹半导体（01347）、同程旅行（00780）港股通持股占比减少值最大，分别减 少-0.60%、-0.03%、-0.03%。 在最近有统计数据的5个交易日内，沧港铁路（02169）、大眾公用（01635）、网龙（00777）港股通持 股占比增加值最大，分别增加10.05%、7.35%、3.55%；昊天国际建投（01341）、飞天云动 （06610）、长飞光纤光缆（06869）港股通持股占比减少值最大，分别减少-2.23%、-2.18%、-1.93%。 具体数据如下（交易所数据根据T+2日结算）： | 商汤-W(00020) | 0.00% | 25.80% | | --- | --- | --- | | 昊天国际建投(01341) | 0.00% | 58.50% | | 建设银行(00939) | 0.00% | 13.79% | | 天誉置业(00059) | 0.00% ...