Core Viewpoint - The A-share market is experiencing a significant increase in cash dividends, with over 600 listed companies distributing more than 300 billion yuan in cash dividends for the first half of the year, indicating a shift towards a return-focused capital market [1][2]. Group 1: Dividend Distribution - As of October 24, over 30 A-share companies, including China Ping An and China Unicom, have completed their cash dividend distributions for the first half of 2025 [2]. - The total cash dividend amount for A-share companies reached 649.7 billion yuan, with a payout ratio of 31.97%, slightly up from the previous year [2][3]. - Central enterprises are leading the way in dividend distribution, with companies like China Mobile and China Petroleum distributing over 100 billion yuan each [2]. Group 2: Future Dividend Plans - More than 3 billion yuan in cash dividends are still pending distribution, with major banks and coal companies expected to contribute significantly [3]. - The third-quarter dividend window has opened, with over 30 companies planning to distribute more than 4 billion yuan in dividends [3]. - Companies are increasingly adopting a multi-dividend strategy, with firms like WuXi AppTec and CRRC announcing their first interim dividends this year [3]. Group 3: Dividend Yield and Investor Sentiment - The average dividend yield for companies that have distributed dividends is 2.52%, with over 90 companies yielding more than 3% [4]. - The proactive approach of companies in returning capital to shareholders has been recognized, with total distributions over the past five years reaching 10.6 trillion yuan, significantly higher than previous periods [4]. - Companies are making long-term commitments to shareholder returns, with some planning to distribute at least 70% of their net profits as dividends from 2025 to 2027 [4]. Group 4: Investment Perspective - The stable dividend distribution in the A-share market is attracting more attention to dividend assets, which are viewed as long-term investments rather than short-term speculative plays [5]. - Investors are encouraged to focus on the sustainability of dividend payments rather than short-term stock price fluctuations, reinforcing the long-term logic behind dividend investments [5].

Core Viewpoint - The article highlights the approval of 166 games in October 2025, maintaining a high level of game approvals, which is significant for the gaming industry in China [2][5]. Game Approval Summary - In October 2025, a total of 159 domestic games and 7 imported games received approval, totaling 166 games [2]. - Among the 159 domestic games, 73 are categorized as mobile-casual games, and 70 are categorized as mobile games, with the rest falling into various categories [2]. Company Performance and Market Trends - Several listed companies have products that received approval, including 37 Interactive Entertainment's "Survival for 33 Days," Kying Network's "Blue Moon Hero," and Glacier Network's "I Want to Be the Ancestor" [5]. - The total number of games approved in 2025 has reached 1,440, with 1,354 being domestic and 86 imported [5]. - The A-share gaming sector has seen significant growth, with the Shenwan secondary gaming index rising approximately 66% year-to-date, ranking eighth among all Shenwan secondary industries [5]. Stock Performance - Multiple gaming stocks have doubled in price this year, with ST Huatuo up 271.6%, Giant Network up 219.47%, and G-bits up 119.05% [7]. - Other companies like Glacier Network, ST Kevin, Kying Network, and Star Shine Entertainment have also seen increases exceeding 70% [7]. Earnings Forecasts - G-bits expects a net profit of 1.032 billion to 1.223 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 57% to 86% [7]. - Glacier Network anticipates a net profit of 435 million to 565 million yuan, indicating a turnaround from losses in the previous year [7].

智通财经APP获悉，10月22日，国家新闻出版署公布2025年10月份国产网络游戏审批信息，共有159款 国产游戏获得版号，进口网络游戏版号同步更新，7款进口网络游戏获得版号。发放数量在年内维持高 位，仅次于8月的173款。开源证券认为，游戏行业依然在经历供需共振下高景气周期，三季报或进一步 验证高景气度，且此轮景气周期长度或超市场预期，板块当前估值性价比依然突出，调整后建议加大游 戏配置力度。 10月获得版号的159款国产网络游戏，有73款申报移动-休闲益智类别，70款申报移动类别。涉及上市公 司产品主要有：腾讯（00700）旗下的《八荒奇旅》、三七互娱（002555.SZ）的《生存33天》、恺英网 络（002517.SZ）的《蓝月英雄》、冰川网络（300533.SZ）的《我要当老祖》、ST中青宝 （300052.SZ）的《蜀山幻想志》《我叫MT：荣耀护卫队》、祖龙娱乐（09990）的《云梦西行》、友 谊时光（06820）的《萤火远征》等。 开源证券认为，游戏行业依然在经历供需共振下高景气周期，三季报或进一步验证高景气度，且此轮景 气周期长度或超市场预期，板块当前估值性价比依然突出，调整后建议加大游戏配置力 ...

证券之星消息，10月22日游戏板块较上一交易日上涨1.19%，ST华通领涨。当日上证指数报收于3913.76，下跌0.07%。深证成指报收于12996.61， 下跌0.62%。游戏板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002602 | ST华通 | 19.10 | 5.00% | 174.68万 | | 33.19亿 | | 002174 | 游族网络 | 12.98 | 4.59% | 95.50万 | | 12.23亿 | | 300113 | 顺网科技 | 24.49 | 3.95% | 24.32万 | | 5.90/Z | | 300043 | 星辉娱乐 | 6.38 | 2.74% | 63.28万 | | 4.01亿 | | 002425 | ST凯文 | 3.93 | 1.55% | 11.34万 | | 4456.06万 | | 300052 | ST中青宝 | 12.03 | 1.52% | 6.68万 | | 8035.69万 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 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。 重要内容提示： ■ 一、业绩说明会类型 厦门吉比特网络技术股份有限公司（以下简称"公司"）将于2025年10月29日披露《公司2025年第三季度 报告》。为便于广大投资者更全面深入地了解公司2025年第三季度经营成果及财务状况，公司计划于 2025年10月29日（星期三）下午15:30-16:30以网络及电话会议方式召开2025年第三季度业绩说明会，在 信息披露允许的范围内就投资者普遍关注的问题进行交流。 二、业绩说明会召开时间及相关安排 ■ 三、公司出席人员 董事长兼总经理：卢竑岩先生 报名审核通过后，投资者可在2025年10月29日（星期三）下午15:30-16:30通过以下途径参与本次业绩说 明会： 1、手机端参会：登录"进门财经"微信小程序或下载"进门财经"APP，搜索"603444"、"吉比特"；或扫描 上文的报名二维码，点击进入"吉比特（603444）2025年第三季度业绩说明会"。 境外拨入：（+852）510896 ...

证券代码：603444 证券简称：吉比特 公告编号：2025-040 厦门吉比特网络技术股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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。 重要内容提示： 投资者参会方式：本次会议需预约报名，请扫描以下二维码提前报名。 一、业绩说明会类型 厦门吉比特网络技术股份有限公司（以下简称"公司"）将于 2025 年 10 月 29 日披露《公司 2025 年第三季度报告》。为便于广大投资者更全面深入地 了解公司 2025 年第三季度经营成果及财务状况，公司计划于 2025 年 10 月 29 日（星期三）下午 15:30-16:30 以网络及电话会议方式召开 2025 年第三季度业 绩说明会，在信息披露允许的范围内就投资者普遍关注的问题进行交流。 1 会议召开时间：2025 年 10 月 29 日（星期三）下午 15:30-16:30 会议召开方式：网络及电话会议 网络会议地址：进门财经（https://s.comein.cn/fj29zt85） 问题预征集：投资者可于 202 ...

证券之星消息，10月21日游戏板块较上一交易日上涨2.84%，游族网络领涨。当日上证指数报收于 3916.33，上涨1.36%。深证成指报收于13077.32，上涨2.06%。游戏板块个股涨跌见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002602 | ST华通 | 4.87 Z | 19.19% | -2.63 Z | -10.36% | -2.24 Z | -8.84% | | 002558 巨人网络 | | 1.35 Z | 8.14% | 8753.79万 | 5.27% | -2.23 Z | -13.42% | | 300418 昆仑万维 | | 1.13/Z | 7.51% | 5.73万 | 1 0.00% | -1.13 Z | -7.52% | | 603444 | 吉比特 | 8932.44万 | 9.32% | -8923.60万 | -9.31% | -8.84万 | -0 ...

资料显示，厦门吉比特网络技术股份有限公司位于福建省厦门软件园二期望海路4号101室，成立日期 2004年3月26日，上市日期2017年1月4日，公司主营业务涉及专业从事网络游戏创意策划、研发制作及 商业化运营。 吉比特所属申万行业为：传媒-游戏Ⅱ-游戏Ⅲ。所属概念板块包括：网络游戏、手游、盲盒概念、百元 股、基金重仓等。 10月21日，吉比特盘中上涨2.02%，截至13:18，报458.99元/股，成交5.72亿元，换手率1.75%，总市值 330.66亿元。 资金流向方面，主力资金净流入4628.36万元，特大单买入3643.65万元，占比6.37%，卖出2742.67万 元，占比4.79%；大单买入1.50亿元，占比26.23%，卖出1.13亿元，占比19.72%。 吉比特今年以来股价涨119.84%，近5个交易日跌9.54%，近20日跌14.40%，近60日涨43.25%。 分红方面，吉比特A股上市后累计派现64.89亿元。近三年，累计派现29.18亿元。 机构持仓方面，截止2025年6月30日，吉比特十大流通股东中，香港中央结算有限公司位居第三大流通 股东，持股697.38万股，相比上期增加54.20 ...

Investment Rating - The report maintains a "Buy" rating for the media industry, indicating a positive outlook for the sector [7]. Core Insights - The media industry experienced a weekly decline of 6.27%, ranking 30th among industries, while the Shanghai Composite Index fell by 1.47% [2][13]. - Key companies such as *ST Rebate, Yue Media, and Tianwei Video performed well, while JiBit saw a significant drop of 14.97% [21][22]. - The report highlights strong growth in AI applications and cultural exports, with a focus on gaming, IP, short dramas, and publishing sectors [5][37]. Summary by Sections Market Performance - The media industry saw a decline of 6.27% from October 11 to October 17, 2025, with the gaming sector down 8.21% and advertising down 5.31% [2][13]. Key Industry Data - AI Applications: iOS download estimates for Deepseek, Doubao, Quark, and Tencent Yuanbao were 493,100, 2,098,800, 749,500, and 1,239,300 respectively, with significant growth in Deepseek and Tencent Yuanbao [3][25]. - Gaming: The iOS game sales chart for October 16, 2025, was led by "Honor of Kings," "Delta Action," and "Golden Shovel Battle" [4][28]. - Film: The total box office for the week was 262 million, with "Volunteer Army: Blood and Peace" leading at 55.88 million [33]. Industry Events and Announcements - Microsoft launched its first self-developed image generation model, MAI-Image-1, which shows promising capabilities in generating realistic images [35]. - JiBit announced a projected net profit increase of 57% to 86% for the first three quarters of 2025 [37]. Investment Recommendations - The report recommends focusing on themes such as AI applications and cultural exports, with specific attention to companies like Giant Network, JiBit, and Kuaishou [5][37].

Core Insights - The average stock price of A-shares is 13.43 yuan, with 149 stocks priced over 100 yuan, indicating market interest in high-priced stocks [1] - The Shanghai Composite Index closed at 3863.89 points, up 0.63%, while stocks over 100 yuan averaged an increase of 1.21%, outperforming the index by 0.58 percentage points [1] - The highest closing price among stocks over 100 yuan is Kweichow Moutai at 1457.93 yuan, followed by Cambricon and GigaDevice [1] Market Performance - The average increase of stocks priced over 100 yuan in the past month is 0.69%, compared to a 1.15% increase in the Shanghai Composite Index [2] - Notable performers include Pinming Technology, with a 167.93% increase, and Canxin Technology, with a 71.49% increase [2] - Year-to-date, the average increase for these high-priced stocks is 82.75%, surpassing the index's 67.47% [2] Stock Listings - A total of 149 stocks are priced over 100 yuan, with 56 from the electronics sector, 19 from the computer sector, and 16 from the pharmaceutical and biological sector [2] - The majority of these high-priced stocks are listed on the Sci-Tech Innovation Board, accounting for 46.31% of the total [2] Institutional Ratings - Three stocks priced over 100 yuan received "buy" ratings from institutions, including Jucheng Technology, Cambricon, and Haiguang Information [2]