登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603258 证券简称：电魂网络 公告编号：2026-005 杭州电魂网络科技股份有限公司 关于持股5%以上股东权益变动触及1%刻度、提前终止减持计划暨减持股份结果公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 大股东持股的基本情况 本次减持股份计划实施前，杭州电魂网络科技股份有限公司（以下简称"公司"）董事、副总经理胡玉彪 先生持有公司股份19,300,000股，占公司股份总数的7.91%。 ● 减持计划的实施结果情况 公司于2025年12月6日披露了《股东减持股份计划公告》（公告编号：2025-041），胡玉彪先生计划通 过集中竞价交易方式减持公司股份不超过2,438,967股，即不超过公司总股本的1.00%。 2026年2月13日，公司收到胡玉彪先生发来的《关于权益变动比例触及1%、提前终止减持计划暨减持股 份结果的告知函》，胡玉彪于2026年1月5日至2026年2月13日期间，通过集中竞价方式减持公司股份 2,400,000 ...

格隆汇2月13日丨电魂网络(603258.SH)公布，2026年2月13日，公司收到董事、副总经理胡玉彪先生发 来的《关于权益变动比例触及1%、提前终止减持计划暨减持股份结果的告知函》，胡玉彪于2026年1月 5日至2026年2月13日期间，通过集中竞价方式减持公司股份240万股，持有公司股份比例由7.91%变动 至6.93%。截至本公告披露日，本次减持计划已提前终止。 ...

证券代码：603258 证券简称：电魂网络 公告编号：2026-005 杭州电魂网络科技股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度、提前终 止减持计划暨减持股份结果公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 大股东持股的基本情况 本次减持股份计划实施前，杭州电魂网络科技股份有限公司（以下简称"公 司"）董事、副总经理胡玉彪先生持有公司股份 19,300,000 股，占公司股份总数 的 7.91%。 减持计划的实施结果情况 其他情形：减持计划提前终止 | 股东名称 | 胡玉彪 | | --- | --- | | 减持计划首次披露日期 | 2025 年 12 月 6 日 | | 减持数量 | 2,400,000股 | | 减持期间 | 2026 年 1 月 5 日～2026 年 2 月 13 日 | | 减持方式及对应减持数 量 | 集中竞价，2,400,000 股 | | 减持价格区间 | 18.73～20.63元/股 | | 减持总金额 | 46,504,697.58元 | ...

Core Insights - The article highlights the growing global influence of Chinese video games, showcasing titles like "Black Myth: Wukong" and "Yanyun Sixteen Sounds" as cultural ambassadors for China, reflecting a shift in how Chinese games are perceived internationally [1][2] - The success of these games is attributed to their unique cultural elements, which resonate with foreign players and encourage them to explore Chinese culture [2][3] - The article emphasizes the supportive ecosystem in Hangzhou, where local policies and resources are fostering the growth of the gaming industry and encouraging companies to expand internationally [5][6][7] Group 1: Game Development and Cultural Impact - "Black Myth: Wukong" and "Yanyun Sixteen Sounds" are examples of how Chinese games are gaining popularity globally, with "Yanyun Sixteen Sounds" achieving over 15 million overseas players within a month of its release [2] - The cultural elements embedded in these games, such as "martial arts" and "jianghu," are intriguing to international players, prompting them to engage with Chinese philosophies and traditions [2][3] - "Nirvana in Fire" has successfully transformed historical narratives into interactive experiences, allowing players to immerse themselves in a living representation of ancient Chinese culture [3] Group 2: Industry Growth and Supportive Policies - Hangzhou's gaming industry has a long history of international expansion, with companies like Deyuan Network experiencing over a decade of growth and cultural export [4] - The local government has introduced supportive policies, such as subsidies for game development and localization, which are crucial for companies aiming to enter global markets [5][6] - The establishment of the Hangzhou (Yuhang) Gaming and E-sports Innovation Development Center has attracted numerous gaming companies, providing them with resources and support to navigate international challenges [7][8]

Group 1: Media Industry Growth - The media industry is expected to see continued growth driven by AI applications, with significant benefits for the gaming and film sectors due to the emergence of new game cycles and improved content supply [1] - In 2025, the media index increased by 27.17%, ranking 9th among 31 primary sub-industries, with gaming and television broadcasting sectors showing notable growth of 60.50% and 20.80% respectively [1] - The media industry achieved revenues of 387.28 billion yuan in the first three quarters of 2025, a year-on-year increase of 5.75%, and a net profit of 32.11 billion yuan, up 37.88% year-on-year [1] Group 2: AI and Market Predictions - The global AI market is projected to exceed $1.8 trillion by 2030, with a compound annual growth rate (CAGR) of 37.3% [2] - The global market for Generative Engine Optimization (GEO) is expected to surpass $100 billion by 2030, with the Chinese market reaching 24 billion yuan [2] Group 3: Film Industry Outlook - The film industry is expected to maintain steady progress in 2025, supported by the release of blockbuster films during key periods [3] - The "manhua drama" format is emerging, with AI significantly enhancing production efficiency, and the domestic manhua drama market is anticipated to enter a high-growth phase starting in 2026 [3] Group 4: Gaming Industry Performance - The Chinese gaming market generated revenues of 350.79 billion yuan in 2025, reflecting a year-on-year growth of 7.68%, with mobile games growing by 7.92% and PC games by 14.97% [4] - The overseas gaming market revenue reached $20.45 billion in 2025, marking a 10.23% increase year-on-year [4] - The gaming industry is expected to benefit from the steady launch of new products and improved competitiveness in overseas markets, leading to stable revenue growth [4]

资料来源：常闻 | 首选股票 | | 评级 | | --- | --- | --- | | 300418.SZ | 昆仑万维 | 买入-A | | 601595.SH | 上海电影 | 买入-A | | 603258.SH | 电魂网络 | 增持-A | 相关报告： 潘宁河 执业登记编码：S0760523110001 邮箱：panninghe@sxzq.com 林挺 执业登记编码：S0760524100003 邮箱：linting@sxzq.com 传媒 行业年度策略报告 领先大市-A(维持) AI 应用+IP 生态双轮驱动，行业基本面有望持续向好 2026 年 2 月 10 日 行业研究/行业年度策略 投资要点： 传媒业绩增速向上，AI、游戏驱动指数上涨。2025 年全年，传媒指数 累计上涨 27.17%，位于申万 31 个一级子行业的第 9 名。传媒子板块中，游 戏、电视广播涨幅分别为 60.50%、20.80%，涨幅较为领先。2025 年 Q1-Q3， 传媒行业实现营收 3872.78 亿元，同比+5.75%；实现归母净利润 321.09 亿元， 同比+37.88%。子板块中，影视、游戏行业板块利润表现 ...

Core Insights - The news highlights the rapid growth and potential of AI-driven animation and content creation in the Chinese market, with various companies leveraging AI technology to enhance production efficiency and expand their IP monetization strategies. Group 1: Company Overviews - 中文在线, based in Beijing, is a leading digital reading company with over 5.6 million digital content types and more than 2,000 contracted authors. The company has developed its own AI model, "中文逍遥2.0," which supports the entire production process of AI comics and has reduced the adaptation cycle to 3 days [1][22]. - 荣信文化, located in Xi'an, focuses on children's books and has partnered with Alibaba to develop AI content generation tools, converting children's picture books into AI animations, thus reaching younger audiences [2][22]. - 捷成股份, a major player in film content rights management, has developed AI video generation technology that shortens the production cycle of animations to 7 days, enhancing the efficiency of classic IP adaptations [3][23]. - 欢瑞世纪, a film production leader, is converting its rich IP portfolio into AI animations, optimizing production costs through AI technology [4][24]. - 华智数媒 specializes in short drama production and is utilizing AI to streamline the entire production process, aiming to capture market share in the growing animation sector [5][25]. Group 2: Growth Prospects - 中文在线 anticipates that by 2026, AI animation production capacity will continue to increase, with overseas expansion and paid subscriptions opening new growth avenues [1][22]. - 荣信文化 expects stable demand in the children's content sector, with AI animations reducing production costs and creating growth opportunities through IP derivatives and smart products by 2026 [2][22]. - 捷成股份 projects that the combination of film rights and AI technology will enhance copyright monetization efficiency as the AI animation market expands by 2026 [3][23]. - 欢瑞世纪's rich IP reserves and AI animation capabilities are expected to broaden monetization channels, leading to performance growth by 2026 [4][24]. - 华智数媒 aims to leverage the overlap between short dramas and animations to respond quickly to market demands, with significant growth anticipated by 2026 [5][25]. Group 3: Technological Innovations - 利欧股份 is investing in AI content generation companies to enhance animation production and distribution, aiming to achieve precise content targeting through digital marketing channels [6][27]. - 掌阅科技, backed by ByteDance, is integrating AI technology to optimize the animation production process, with expectations of accelerated production capacity and monetization by 2026 [7][28]. - 万兴科技 has launched an AI animation generation platform that automates the entire production process, enhancing competitiveness in the consumer creative tools market [8][29]. - 奥飞娱乐 is focusing on AI-driven animation production, optimizing character modeling and motion capture to improve efficiency and expand growth opportunities by 2026 [9][30]. - 光线传媒 is utilizing AI technology to enhance animation production efficiency, with expectations of significant growth in the animation film market by 2026 [10][31]. Group 4: Market Trends - 智度股份 is combining large model technology with digital content creation to develop an AI animation generation system, aiming for rapid scalability and market penetration by 2026 [11][32]. - 芒果超媒 is leveraging its strong content production capabilities and AI technology to expand monetization channels, with growth expected as content quality improves and international expansion occurs by 2026 [12][33]. - 浙文互联 is creating an integrated platform for AI animation production and marketing, aiming to efficiently combine content creation with traffic monetization, with significant growth potential by 2026 [13][34]. - 完美世界 is focusing on converting gaming and film IP into AI animations, with expectations of enhanced production efficiency and growth opportunities by 2026 [14][35]. - 三七互娱 is leveraging its gaming IP to expand into AI animations, with significant growth anticipated as the market for quality content and international expansion develops by 2026 [15][36].

签字会计师陈赟，2010年成为注册会计师，2011年开始从事上市公司和挂牌公司审计，2019年8月开始 在中汇执业，2023年开始为公司提供审计服务，近三年签署及复核过1家上市公司审计报告。 2、诚信记录 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 杭州电魂网络科技股份有限公司（以下简称"公司"）于2025年4月24日召开第五届董事会第四次会议、 第五届监事会第四次会议审议通过了《关于公司续聘会计师事务所的议案》，公司同意续聘中汇会计师 事务所（特殊普通合伙）（以下简称"中汇"）为公司2025年度审计机构。该议案已经公司2024年年度股 东会审议通过，具体内容详见公司于2025年4月25日刊登于《证券时报》、《证券日报》、《中国证券 报》和上海证券交易所网站（http://www.sse.com.cn/）上的《杭州电魂网络科技股份有限公司关于续聘 会计师事务所的公告》（公告号：2025-008）。 近日，公司收到中汇发来的《关于变更签字会计师的告知函》，现将有关事项公告如下： 一、签字会计师变更情况 中汇作为公司2025年 ...

证券日报网讯 2月3日，电魂网络发布公告称，公司2025年度财务及内控审计签字注册会计师由孙玉 霞、林慧云变更为章磊、陈赟。 （文章来源：证券日报） ...

证券代码：603258 证券简称：电魂网络 公告编号：2026-004 杭州电魂网络科技股份有限公司 关于变更签字会计师的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 杭州电魂网络科技股份有限公司（以下简称"公司"）于2025年4月24日召 开第五届董事会第四次会议、第五届监事会第四次会议审议通过了《关于公司续 聘会计师事务所的议案》，公司同意续聘中汇会计师事务所（特殊普通合伙）（以 下简称"中汇"）为公司2025年度审计机构。该议案已经公司2024年年度股东会 审议通过，具体内容详见公司于2025年4月25日刊登于《证券时报》、《证券日 报》、《中国证券报》和上海证券交易所网站（http://www.sse.com.cn/）上的《杭 州电魂网络科技股份有限公司关于续聘会计师事务所的公告》（公告号： 2025-008）。 近日，公司收到中汇发来的《关于变更签字会计师的告知函》，现将有关事 项公告如下： 一、签字会计师变更情况 中汇作为公司2025年度财务及内控审计机构，原委派孙玉霞（项目合伙人）、 林慧云为签字注册会计 ...