以最新收盘价计算，A股平均股价为12.63元，其中股价超过100元的有111只，相比上一个交易日增加3 只。 百元股作为判定市场热度的信号之一，历来受到投资者关注。证券时报·数据宝统计显示，截至8月12日 收盘，沪指报收3665.92点，上涨0.50%，A股平均股价为12.63元，个股股价分布看，股价超过100元的 有111只，股价在50元至100元的有421只，股价在30元至50元的有772只。 股价超百元个股中，收盘价最高的是贵州茅台，今日报收1437.04元，下跌0.55%，其次是寒武纪、吉比 特等，最新收盘价分别为848.88元、386.60元。 市场表现方面，收盘股价超百元股中，今日平均上涨1.25%，跑赢沪指0.75个百分点。今日上涨的有71 只，涨幅居前的有寒武纪、源杰科技等，下跌的有40只，跌幅居前的有锦波生物、禾信仪器等。 追溯发现，最新百元股近一个月平均上涨15.44%，其间沪指上涨4.44%，涨幅居前的有思泉新材、广生 堂、北方长龙等，涨幅分别为145.67%、118.08%、100.96%，今年以来平均涨幅为52.90%，强于沪指 43.52%，累计涨幅居前的有胜宏科技、北方长龙、广生 ...

证券代码：603444 证券简称：吉比特 公告编号：2025-028 厦门吉比特网络技术股份有限公司 关于召开 2025 年半年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： ? 会议召开时间：2025 年 8 月 20 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/d6wp8ktm） ? 问题预征集：投资者可于 2025 年 8 月 20 日（星期三）中午 12:00 前通 过 以 下 问 题 征 集 链 接 （ https://s.comein.cn/3nhxvcf4 ） 或 发 送 电 子 邮 件 至 ir@g-bits.com 进行提问。 ? 参会报名：本次会议为申请参会模式，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 8 月 司 2025 年上半年经营成果及财务状况，公司计划于 2025 年 8 月 20 日（星 ...

证券代码：603444 证券简称：吉比特 公告编号：2025-028 厦门吉比特网络技术股份有限公司 二、业绩说明会召开时间及相关安排 关于召开 2025 年半年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： 问题预征集：投资者可于 2025 年 8 月 20 日（星期三）中午 12:00 前通 过以下问题征集链接（https://s.comein.cn/3nhxvcf4）或发送电子邮件至 ir@g-bits.com 进行提问。 参会报名：本次会议为申请参会模式，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 8 月 20 日披露《公司 2025 年半年度报告》。为便于广大投资者更全面深入地了解公 司 2025 年上半年经营成果及财务状况，公司计划于 2025 年 8 月 20 日（星期三） 下午 15:30-16:30 以网络及电话会议方式召开 2025 年半年度业绩说明会，在信 息披露允许的范围内就投资者普遍关注的问题 ...

8月15日晚间，吉比特（603444）披露半年度利润分配方案，公司拟向全体股东每10股派发现金红利70 元（含税），合计拟派发现金红利达5.04亿元。今年上半年，吉比特实现净利润6.76亿元，这也意味 着，此次分红占上半年净利润的74.60%。其中，正在减持的实控人卢竑岩将获得近1.5亿元分红。 值得关注的是，吉比特大手笔分红早有先例。去年10月，吉比特披露2022年前三季度利润分配方案，公 司拟每10股派发140元现金，合计金额达到10.06亿元，占同期净利润的99.45%，实控人卢竑岩获得超过 3亿元分红。在接下来的2022年度利润分配方案中，吉比特又向全体股东每10股派发现金红利30元，合 计派发现金红利2.16亿元。2022年全年，吉比特共计分红超12亿元，占2022年全年净利润的83.63%。 拟分红逾5亿元 实控人分得1.5亿元 吉比特此次高比例分红早有预兆。 今年6月，接待调研时，吉比特就曾回应是否考虑中期分红的话题，称将继续保持较高比例现金分红策 略，"在条件允许情况下，公司有意愿提高分红频次。" 8月15日晚间披露的半年报显示，上半年公司实现营业收入23.49亿元，同比下降6.44%；净利润 ...

Core Points - The CSI Tencent Ji'an Value 100 A-Share Index has shown significant growth, with a 6.92% increase over the past month, 13.78% over the past three months, and 14.10% year-to-date [1] - The index is composed of 100 listed companies selected based on their investment value assessments by Tencent and Ji'an Jinxin's evaluation committee [1] - The index's top ten holdings include Huaguang Huaneng (1.94%), Chenxin Pharmaceutical (1.92%), and Taotao Automotive (1.8%) among others [1] Market Composition - The CSI Tencent Ji'an Value 100 A-Share Index is primarily composed of stocks from the Shanghai Stock Exchange (64.71%) and Shenzhen Stock Exchange (35.29%) [1] - The industry distribution of the index shows that Industrial sector holds 27.80%, Consumer Discretionary 17.84%, and Materials 12.44% among others [2] Index Management - The index samples are adjusted biannually, with changes implemented on the next trading day after the second Friday of June and December [2] - In special circumstances, the index may undergo temporary adjustments, such as when a sample company is delisted or undergoes significant corporate changes [2] Fund Tracking - Public funds tracking the CSI Tencent Ji'an include the Galaxy Regular Investment Fund [3]

Investment Rating - The report maintains a "Buy" rating for several companies in the media industry, including Giant Network, Kairun Network, and Xindong Company [6][9]. Core Views - The report highlights a significant increase in net profit for Xindong Company, projecting a growth of approximately 215% year-on-year for the first half of 2025 [3][45]. - The media industry saw a weekly increase of 2.30%, outperforming the Shanghai Composite Index and Shenzhen Component Index [12][19]. - The report emphasizes the potential in AI applications and cultural exports, particularly in gaming, IP, short dramas, and publishing sectors [4][45]. Market Performance - The media industry (Shenwan) ranked 15th among industries with a weekly increase of 2.30%, while the Shanghai Composite Index rose by 2.11% [12][19]. - Notable performers in the media sector included Jishi Media, Giant Network, and Jibite, with significant weekly gains [19][20]. Industry Key Data AI Applications - In July, ChatGPT and New Bing ranked first and second globally in AI web traffic, with ChatGPT achieving 5.91 billion visits [24][26]. - Domestic AI applications saw Quark leading with a monthly active user (MAU) count of 155.60 million, while DeepSeek had 82.93 million MAU [27][29]. Gaming - In July 2025, 32 Chinese companies made it to the global top 100 mobile game publishers, collectively earning $1.95 billion, accounting for 34% of the total revenue [33][34]. - The top three best-selling games as of August 7, 2025, were "Honor of Kings," "Peacekeeper Elite," and "Golden Shovel Battle" [30][33]. Film - The total box office for the week of August 2 to August 7 reached 1.459 billion yuan, with "Nanjing Photo Studio" leading at 831.69 million yuan [42][43]. - Upcoming films include eight titles set to release between August 10 and August 15, 2025 [44]. Investment Recommendations - The report recommends focusing on themes such as AI applications and cultural exports, with particular attention to gaming, IP, short dramas, and publishing sectors [4][45].

Summary of the Conference Call for G-bits Company Overview - **Company**: G-bits - **Industry**: Gaming Key Points and Arguments Industry Valuation and Performance - The gaming sector's valuation has significantly improved, rising from 10-15 times in 2024 to nearly 20 times in 2025, driven by favorable policies and company performance, particularly from key product launches and profit realization, with expectations to continue into 2026 [2][4][5] - The gaming industry in 2026 is expected to focus on innovation in themes and gameplay, multi-platform expansion, AAA games, and AI-native games, with significant progress anticipated in multi-platform expansion [2][6] G-bits Recent Performance - G-bits has exceeded expectations recently, with older products declining but new titles like "Wanjian Changsheng," "Cangjian Chuanqi," and "Daoyou Lai Wabai" performing exceptionally well, particularly in overseas markets, indicating positive changes in company governance [2][9] - In the MMO gaming sector, G-bits has demonstrated excellent long-term operational capabilities, with "Wandao Mobile" maintaining stable revenue around 2 billion in 2024, and "Wandao PC" showing consistent trends since its launch in 2006, projected to generate 1-1.1 billion in 2024 [2][10] Innovation and New Products - G-bits has successfully innovated within the MMO genre, with "Yinian Xiaoyao" achieving 1.84 billion in revenue within the first ten months of 2021, although it has since seen a decline [2][11][12] - In 2025, new products like "Wanjie Changsheng" and "Zhangjian Chuanqi" have performed well, with "Wanjie Changsheng" generating 363 million in its first quarter and "Zhangjian Chuanqi" achieving over 250 million in domestic iOS revenue from May to July, alongside significant overseas earnings [2][13] Future Outlook - G-bits is expected to continue leveraging its experience and innovation in the MMO sector, with a notable increase in stock price linked to successful new product launches [2][14] - The company is anticipated to maintain strong growth through cost control and mitigating declines in older games, with a robust product pipeline supporting performance into 2026 [2][20][21] Competitive Advantages - G-bits possesses deep industry knowledge, a nimble project initiation approach, differentiated gameplay experiences, and extensive long-term MMO operational experience, which are significant advantages over competitors [2][22] Additional Insights - The company has made breakthroughs in mini-game channels, particularly with "Daoyou Lai Wabai," which has successfully met the fragmented gaming experience needs of older users [2][16] - The overall performance in 2025 is projected to be the strongest in the past three to four years, with multiple product launches supporting growth from Q1 to Q3 [2][18] Conclusion - G-bits is positioned for continued success in the gaming industry, with a strong focus on innovation, effective governance, and a solid product pipeline that is expected to drive performance in the coming years [2][14][22]

Core Viewpoint - AI Coding and multimodal capabilities are becoming the "dual engines" for amplifying the value of UGC ecosystems, enhancing interactivity and quality of user-generated content [1] Group 1: AI Empowerment in Gaming Platforms - Roblox utilizes AI tools such as Code Assist, Avatar Auto Setup, and Texture Generator to enhance code and asset generation, with 70% of new games in 2025 Q2 featuring AI-generated assets, reducing development time by 35% [1] - TapTap's Spark Editor integrates AIGC technology to lower game development barriers, providing visual programming and AI-generated art and copy, thus supporting small teams and users with no coding background [2] Group 2: AI Empowerment in Short Video Platforms - Kuaishou's Keling 2.0 significantly enhances UGC quality, with a 25-fold increase in monthly active users and over 1.68 billion videos generated, improving content production efficiency [3] - Bilibili sees over 100% year-on-year growth in AI-related video watch time in 2025 Q1, attracting young users and fostering a vibrant community around AI content creation [3] Group 3: AI Empowerment in IP Development Platforms - Yuewen Group plans to leverage AI for the adaptation of IP into anime, aiming to enhance adaptation efficiency and diversify content forms, thereby accelerating commercialization across the IP value chain [4]

从资金流向上来看，当日游戏板块主力资金净流出7.73亿元，游资资金净流入1.04亿元，散户资金净流入 6.69亿元。游戏板块个股资金流向见下表： 证券之星消息，8月7日游戏板块较上一交易日上涨0.4%，宝通科技领涨。当日上证指数报收于3639.67， 上涨0.16%。深证成指报收于11157.94，下跌0.18%。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) | | --- | --- | --- | --- | --- | --- | | 300031 | 宝通科技 | 29.00 | 6.74% | 75.37万 | 21.31亿 | | 603444 | 吉比特 | 394.80 | 2.60% | 1.39万 | 5.40 Z | | 300113 | 顺网科技 | 20.90 | 2.45% | 47.98万 | 9.97亿 | | 002602 | ST华通 | 14.33 | 2.36% | C 103.50万 | 14.65 亿 | | 002558 | 巨人网络 | 28.59 | 2.00% | 49.56万 | 14.00亿 | ...

Market Overview - The gaming sector increased by 1.35% on August 6, with Baotong Technology leading the gains [1] - The Shanghai Composite Index closed at 3633.99, up 0.45%, while the Shenzhen Component Index closed at 11177.78, up 0.64% [1] Individual Stock Performance - Baotong Technology (300031) closed at 27.17, up 8.99% with a trading volume of 727,800 shares and a turnover of 1.941 billion yuan [1] - Yuchu Technology (300315) closed at 5.87, up 6.73% with a trading volume of 3.888 million shares and a turnover of 2.292 billion yuan [1] - Youzu Network (002174) closed at 15.20, up 6.07% with a trading volume of 756,700 shares and a turnover of 1.113 billion yuan [1] - Other notable performers include Shunwang Technology (300113) up 4.78%, and Jibite (603444) up 3.88% [1] Capital Flow Analysis - The gaming sector saw a net inflow of 424 million yuan from institutional investors, while retail investors experienced a net outflow of 92.5268 million yuan [2] - Major stocks like Zhanqu Technology (300315) and Youzu Network (002174) had significant net inflows from institutional investors, indicating strong interest [3] ETF Performance - The Gaming ETF (159869) tracking the China Animation and Gaming Index increased by 3.12% over the past five days, with a net inflow of 290 million yuan [5] - The Food and Beverage ETF (515170) saw a slight decline of 0.52% but had a net inflow of 10.562 million yuan [5]