财务总监伍晓君计划通过集中竞价交易方式，减持公司股份不超过2.5万股，即不超过公司总股本的 0.01%。 董事会秘书张济亮计划通过集中竞价交易方式，减持公司股份不超过2.25万股，即不超过公司总股本的 0.01%。 转自：证券时报 人民财讯9月28日电，电魂网络(603258)9月28日公告，公司董事余晓亮计划通过集中竞价及大宗交易方 式，减持公司股份不超过391.81万股，即不超过公司总股本的1.61%。 ...

证券代码：603258 证券简称：电魂网络 公告编号：2025-034 杭州电魂网络科技股份有限公司 股东及董事、高管减持股份计划公告 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： 大股东及董监高持股的基本情况 截至本公告披露日，杭州电魂网络科技股份有限公司（以下简称"公司"） 董事余晓亮先生持有公司股份 15,672,213 股，占公司股份总数的 6.42%；董事 会秘书张济亮先生持有公司股份 90,000 股，占公司股份总数的 0.04%；财务总 监伍晓君女士持有公司股份 100,000 股，占公司股份总数的 0.04%。 减持计划的主要内容 公司于 2025 年 9 月 26 日收到余晓亮先生、张济亮先生、伍晓君女士发来的 《股东减持计划告知函》，余晓亮先生因个人资金需求计划通过集中竞价及大宗 交易方式减持公司股份不超过 3,918,053 股，即不超过公司总股本的 1.61%，其 中：拟通过集中竞价交易方式减持公司股份不超过 2,440,157 股（即不超过公司 总股本的 1.00%）；拟通 ...

电魂网络公告，董事余晓亮拟于2025年10月29日至2026年1月28日通过集中竞价减持不超过244.02万 股、大宗交易减持不超过147.79万股，合计不超391.81万股，占公司总股本1.61%；董事会秘书张济亮 拟集中竞价减持不超过22500股，占0.01%；财务总监伍晓君拟集中竞价减持不超过25000股，占 0.01%。 ...

Group 1 - The gaming sector experienced a decline at the beginning of trading, with companies such as Gigabit, Xinghui Entertainment falling over 5% [1] - Other companies like Xunyou Technology, 37 Interactive Entertainment, and Shenzhou Taiyue saw declines of over 3% [1] - Additional companies including Dihun Network, Kaiying Network, and Tom Cat also faced downward movement in their stock prices [1]

9月25日，电魂网络大宗交易成交23万股，成交额438.38万元，占当日总成交额的2.87%，成交价19.06 元，较市场收盘价21.76元折价12.41%。 | 交易日期 | 证券調核 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | | | 类出管业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-25 | 电戏网络 | 603258 | 19,06 | 236.15 | 12.39 | 史筒还需按公有限 | 2017 11:23 | 客 | | 2025-09-25 | 电进网络 | 603258 | 19.06 202.23 | | 10.61 | 国泰海通运营股份 有限公司总额 | 2011 | Ka | ...

Core Viewpoint - The gaming industry in China is experiencing a significant increase in the issuance of domestic game licenses, with a total of 1,195 licenses granted in the first nine months of the year, surpassing the 959 licenses issued during the same period last year [1][3]. Group 1: License Issuance - In September, 145 domestic games were approved, contributing to a total of 1,195 domestic licenses issued this year, which is significantly higher than the 959 licenses issued in the same period last year [1][3]. - The average monthly issuance of licenses has increased from 88.8 in 2023 and 108.8 in 2024 to 132.8 in the first nine months of this year [1][3]. Group 2: Market Performance - The gaming market in August recorded a revenue of 29.263 billion yuan, showing a month-on-month growth of 0.61%, although it experienced a year-on-year decline of 13.01% due to high revenue from a major game in the previous year [4]. - Mobile game revenue reached 21.521 billion yuan, with a month-on-month increase of 0.85% and a year-on-year decline of 4.25%, while client game revenue was 6.563 billion yuan, showing a month-on-month decrease of 1.11% but a year-on-year increase of 17.59% [4]. Group 3: Key Products and Companies - Tencent's game "Delta Action" saw its daily active users rise to 30 million in September, topping the iOS sales chart, indicating strong profit contributions [4]. - The new game "Valorant: Energy Action" is expected to generate over 300 million yuan in its first month [4]. - Companies such as Tencent, NetEase, and Giant Network are highlighted for their strong product performance and market presence [4][5].

Investment Rating - The report assigns an "Increase" rating for the gaming industry, indicating a positive outlook compared to the CSI 300 index, with expected growth exceeding 15% [13]. Core Insights - In September, a total of 145 domestic games received approval, contributing to a total of 1,195 domestic game licenses issued this year, significantly higher than the 959 licenses issued in the same period last year [6][8]. - The gaming market in August showed stability, with a total revenue of 29.263 billion yuan, reflecting a month-on-month growth of 0.61% but a year-on-year decline of 13.01% [6][8]. - The report highlights the strong performance of leading products, such as Tencent's "Delta Action," which reached 30 million daily active users in September, and the anticipated revenue of over 300 million yuan for the new game "Valorant: Energy Action" in its first month [6][8]. Summary by Sections Game License Approvals - In September, 145 domestic games and 11 imported games received approval, with notable titles from Tencent, NetEase, and others included in the list [6][8]. - The approval rate for domestic game licenses has increased, with an average monthly issuance of 132.8 licenses in 2023, up from 88.8 in 2021 and 108.8 in 2022 [6][8]. Market Performance - The gaming market's revenue for August was 29.263 billion yuan, with mobile games generating 21.521 billion yuan and client games 6.563 billion yuan [6][8]. - The report notes that client games are experiencing growth due to cross-platform products, which enhances their profitability compared to mobile games [6][8]. Investment Recommendations - The report recommends companies with strong content reserves and solid fundamentals, including Kain Network, 37 Interactive Entertainment, Giant Network, Perfect World, and others [6][8]. - Specific stock recommendations include Kain Network (28.94 yuan), 37 Interactive Entertainment (22.49 yuan), and Giant Network (44.87 yuan), all rated for "Increase" [7][8].

Core Viewpoint - The A-share gaming sector has experienced significant gains, with several companies seeing stock price increases of over 10% following the approval of new game titles by the National Press and Publication Administration, indicating a positive outlook for the industry [3][4]. Group 1: Market Performance - A-share gaming stocks opened strongly, with notable increases: Xinghui Entertainment up over 12%, Bingchuan Network nearly 10%, and Perfect World over 5%, reaching nearly two-year highs [3]. - The A-share gaming index (BK1046) rose over 3%, breaking historical highs at 1751 [3]. Group 2: Game Approvals - In September, 145 new domestic games were approved, including significant titles from Tencent, NetEase, and others, highlighting ongoing regulatory support for the gaming industry [3][4]. - A total of 11 new imported games received approval in September, including titles from Chuangmeng Tiandi and Xinghui Entertainment [4]. Group 3: Regulatory Environment - The cumulative number of game licenses issued in 2025 has reached 1275, maintaining a high issuance frequency, which reflects the regulatory support for the gaming sector [4]. - The normalization of game license issuance indicates a sustained commitment from regulators to support the industry's growth [5]. Group 4: Industry Trends - The gaming industry is transitioning from "one-off skin swap products" to "long-cycle projects," suggesting a shift in market dynamics that may extend the current cycle beyond market expectations [5]. - The valuation of gaming stocks remains attractive, with recommendations to continue investing in the sector, focusing on core new games and established titles [5]. Group 5: Company Performance - Several gaming companies have seen their stock prices and market capitalizations double this year, with Century Huatong's stock price increasing over threefold, leading the A-share gaming market with a market cap exceeding 160 billion [5]. - Other companies like Giant Network and JiBit have also experienced significant stock price increases, with JiBit and Perfect World doubling their valuations this year [5].

Group 1 - A-share gaming stocks experienced significant gains on September 25, with notable increases in companies such as Xinghui Entertainment (up over 12%) and Bingchuan Network (up nearly 10%) [1] - The A-share gaming index (BK1046) rose over 3%, reaching a new historical high of 1751 [1] - The National Press and Publication Administration approved 145 new domestic games in September, including key titles from Tencent, NetEase, and MiHoYo [1] Group 2 - As of September, a total of 1275 game licenses have been issued in 2025, indicating a sustained high frequency of approvals [2] - The gaming industry is transitioning from "one-wave skin change products" to "long-cycle projects," suggesting a potentially longer economic cycle than market expectations [2] - Several gaming companies have seen their stock prices and market values double this year, with Century Huatong's stock price increasing over threefold [2]

Group 1 - The gaming sector is experiencing a significant rise, with the gaming ETF (159869) increasing nearly 3% in early trading, and notable stocks such as Glacier Network, Perfect World, and Star Shine Entertainment showing strong gains [1] - In September, a total of 156 games were approved, including 145 domestic and 11 imported titles, marking the third month this year with over 150 game approvals [1] - Open Source Securities suggests that the current gaming industry cycle may exceed market expectations due to supply-demand resonance, and recommends increasing investments in the gaming sector [1] Group 2 - The gaming sector is undergoing multiple catalysts including AI, content, and commercialization model transformations, with the gaming ETF (159869) tracking the performance of A-share listed companies in the animation and gaming industry [2] - Citic Construction Investment is optimistic about the gaming sector's performance for the year, highlighting that the overall gaming landscape is improving, with leading companies like Tencent and mid-sized firms performing well [1][2]