Group 1: Ruoyuchen - Ruoyuchen's recent institutional research covered product and channel planning, health brand demographics, marketing synergy, and brand acquisition plans [1] - The company aims to expand its online and offline channels, with a focus on its fragrance laundry liquid and new brands NuiBay and VitaOcean [1] - The decision to list on the Hong Kong stock market is driven by favorable policy environment, enhanced liquidity, and alignment with future business development needs [1] Group 2: Luweiguangdian - In the first half of 2025, Luweiguangdian achieved revenue of 544 million yuan, a year-on-year increase of 37.48%, and a net profit of 106 million yuan, up 29.13% [2] - The company holds a 25.52% market share in the G11 mask sales, ranking second globally, and has achieved mass production for the 180nm process node in the semiconductor mask segment [2] - The global semiconductor mask market is projected to reach $8.94 billion in 2025, with the domestic market around 18.7 billion yuan [2] Group 3: Jibite - Jibite's game "Zhang Jian Chuan Shuo" integrates MMO social gameplay into a placement framework, catering to modern user demands [3] - The company is focusing on three main tracks and optimizing personnel configuration to adapt to diverse industry demands and intense competition [3] - The company plans to increase self-research investments for overseas markets, with a focus on user needs and enhancing creative efficiency through AI applications [3]

证券代码： 603444 证券简称：吉比特 公告编号： 厦门吉比特网络技术股份有限公司 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： 二、减持计划的主要内容 ? 5%以上股东及董事持股的基本情况：截至本公告披露日，厦门吉比特网 络技术股份有限公司（以下简称"公司"或"吉比特"）副董事长陈拓琳持有公 司无限售条件流通股 8,240,025 股，占公司总股本的 11.4379%。 ? 减持计划的主要内容：因个人资金需求，陈拓琳拟通过上海证券交易所 集中竞价交易方式减持公司股份数量不超过 250,000 股，即不超过公司当前总股 本的 0.3470%，自本减持计划公告发布之日起 15 个交易日后的 3 个月内实施。 公司于 2025 年 8 月 20 日收到副董事长陈拓琳出具的《关于股份减持计划 的告知函》，现将有关情况公告如下： 一、减持主体的基本情况 | 股东名称 | 陈拓琳 | □是 | √否 | 控股股东、实控人及一致行动人 | | --- | --- | --- | --- | --- | | ...

Core Viewpoint - On August 21, several A-share listed companies disclosed their shareholding changes, with Yinzuo Co. announcing a plan to increase its stake, while ten other companies, including Guomai Technology and Zhen Shitong, revealed plans to reduce their holdings [1][2]. Group 1: Shareholding Increase - Yinzuo Co.'s controlling shareholder intends to increase their stake by 1%-2% [2]. Group 2: Shareholding Decrease - Guomai Technology plans to sell 1.54% of its repurchased shares [2]. - Zhen Shitong's shareholders plan to reduce their holdings by up to 3% [2]. - Jibite's vice chairman Chen Tuolin intends to reduce his stake by no more than 0.347% [2]. - Hongte Technology's shareholder Wu Xiaomin plans to decrease his holdings by up to 1% [2]. - Tongfei Co.'s shareholder Zhonghe Ying plans to reduce holdings by up to 764,400 shares [2]. - Boji Medical's controlling shareholder Gan Qinchun and his concerted parties plan to reduce their holdings by up to 3% [2]. - Lvdiaofeng's shareholder Zhenzhong Investment plans to decrease holdings by up to 1% [2]. - Tanjing's major shareholder Gan Jing plans to reduce his stake by up to 0.5% [2]. - Zhongyin Securities' Jiangxi Copper intends to reduce its holdings by no more than 3% [2]. - Hengbang Co. plans to opportunistically reduce its stake by up to 3.69% of its total share capital [2].

Group 1 - Shandong Commercial Group Co., Ltd., the controlling shareholder of Yinzuo Co., plans to increase its stake in the company by 1%-2% [1] - Hengbang Co. intends to reduce its holdings in Wanguo Gold by no more than 3.69% of its total share capital [1] - The controlling shareholder's concerted action partner of Zhen Shitong, Suzhou Longyue, plans to reduce its stake by no more than 3% [1] Group 2 - Jiang Copper Co., a shareholder of Zhongyin Securities, plans to reduce its stake by no more than 3% [1] - The controlling shareholder and its concerted action partners of Boji Pharmaceutical plan to reduce their holdings by no more than 3% [1] - Zhizhong Investment, a shareholder of Green Island Wind, plans to reduce its stake by no more than 1% [1] Group 3 - Wu Xiaomin, a shareholder of Hongte Technology, plans to reduce his stake by no more than 1% [1] - Wang Jing, the major shareholder of Tanjia, plans to reduce his stake by no more than 0.5% [1] - Zhonghe Ying, a shareholder of Tongfei Co., plans to reduce its stake by no more than 0.4503% [1] Group 4 - Chen Tuolin, the vice chairman of Jibite, plans to reduce his stake by no more than 0.3470% [1]

Group 1 - The core revenue composition of Jibite for the year 2024 is as follows: game revenue accounts for 98.75%, other income for 0.76%, and other business for 0.49% [1] Group 2 - As of the announcement date, Jibite's Vice Chairman Chen Tuolin holds approximately 8.24 million shares, representing about 11.44% of the company's total share capital [2] - Chen Tuolin plans to reduce his shareholding by up to 250,000 shares, which is not more than 0.347% of the current total share capital, through centralized bidding on the Shanghai Stock Exchange [2] - The implementation of this share reduction plan will occur within three months after the announcement, starting 15 trading days post-announcement [2]

内容来源：厦门日报 网络游戏的研发及运营业务 图片来源：厦门火炬高新区 公司相关负责人表示 上半年，两款自研新品 《杖剑传说》《问剑长生》相继推出，进一步丰富公司产品矩阵，带动公司业绩显著提升，实现营收和利润双增长。同时，吉比 特多款经典IP游戏持续迭代，不断为玩家创造新鲜体验，夯实了长期稳健发展的根基。 吉比特此次大额分红并非偶然。上市8年来，除此次外， 已实施现金分红12次（含季度、半年度、年度），累计分红金额超60亿元，远超同期IPO募资9.6 亿元的规模。2021年，吉比特年报更是"10股派160元"，单次分红金额达11.5亿元，现金分红比例达78.3%，引发市场广泛关注。 厦企吉比特再次豪气分红，8月19日晚间发出公告，拟向全体股东每10股派发现金红利66元（含税），预计分红总额约4.74亿元，占当期归母净利润比例 达73.46%。 吉比特同步发布半年报，上半年实现营业收入25.18亿元，同比增长28.49%；归母净利润6.45亿元，同比增长24.50%；经营活动现金流量净额10.77亿元， 同比增长81.18%。 吉比特专注于 另外，这两日 厦企建发合诚、瑞达期货 也先后发布半年报 均取得不俗业绩 ...

吉比特8月21日晚间公告，公司持股5%以上股东、副董事长陈拓琳因个人资金需求，计划自2025年9月 15日起至2025年12月14日止，通过集中竞价交易方式减持公司股份不超过25万股，即不超过公司总股本 的0.347%。本次减持不设价格区间。 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [7] Core Views - The company achieved a revenue of 1.382 billion yuan in Q2 2025, representing a year-on-year increase of 33.89%, and a net profit attributable to shareholders of 361 million yuan, up 36.64% year-on-year [2][4] - The newly launched game "Legend of the Staff" significantly contributed to revenue, generating 424 million yuan in Q2 2025, while the long-term product "Wandao Mobile Game" showed stable performance [2][10] - The company has a strong pipeline of upcoming games, including "Wanjian Changsheng (Overseas)" and "Jiuzhou's Wild," and is focusing on the revenue trends of core products and the testing and launch schedule of new games [2][10] Summary by Sections Financial Performance - In H1 2025, the company reported a total revenue of 2.518 billion yuan, a year-on-year increase of 28.49%, and a net profit of 645 million yuan, up 24.50% year-on-year [4] - The Q2 2025 results included a revenue of 1.382 billion yuan, a net profit of 361 million yuan, and a non-deductible net profit of 373 million yuan, with year-on-year increases of 33.89%, 36.64%, and 41.00% respectively [4] Game Performance - The new game "Legend of the Staff" launched at the end of May contributed significantly with a revenue of 424 million yuan in Q2 2025 [10] - The game "Wandao Mobile Game" achieved a revenue of 630 million yuan in Q2 2025, showing a year-on-year decline of 0.2% but a quarter-on-quarter increase of 42.9% [10] - The self-developed mini-program game "Friends Come to Dig Treasure" has been performing strongly, consistently ranking in the top 5 of the mini-game sales list [10] Future Outlook - The company has an unamortized recharge and item balance of 567 million yuan as of June 30, 2025, indicating potential future revenue growth [10] - The company plans to launch several new games, including "Jiuzhou's Wild," which has received approval for its version number, and "Wanjian Changsheng," which is set to launch in regions such as Hong Kong and South Korea in H2 2025 [10] - The company has a strong commitment to shareholder returns, with a proposed cash dividend of 474 million yuan, accounting for approximately 73.5% of net profit [10] Profit Forecast - The company is expected to achieve net profits of 1.55 billion yuan and 1.81 billion yuan in 2025 and 2026, respectively, corresponding to price-earnings ratios of 17.8 and 15.3 times [10]

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Insights - The company's Q2 performance exceeded expectations, with new products expected to drive growth for the entire year [3] - The company announced a cash dividend of 66.00 yuan per 10 shares, totaling 474 million yuan, which represents 73.46% of the net profit attributable to shareholders for H1 2025 [7] - The company has a rich product matrix for 2025, with anticipated contributions from new products in Q3 and Q4, leading to expected profit growth [14] Financial Performance Summary - For H1 2025, the company achieved revenue of 2.518 billion yuan, a year-over-year increase of 28.49%, and a net profit of 645 million yuan, up 24.50% year-over-year [9][10] - In Q2 2025, the company reported revenue of 1.382 billion yuan, a year-over-year increase of 33.89% and a quarter-over-quarter increase of 21.71% [10] - The net profit for Q2 2025 was 361 million yuan, reflecting a year-over-year increase of 36.64% and a quarter-over-quarter increase of 27.55% [10] Future Projections - The company is projected to achieve revenues of 5.230 billion yuan in 2025, 5.753 billion yuan in 2026, and 6.230 billion yuan in 2027, with net profits of 1.561 billion yuan, 1.727 billion yuan, and 1.855 billion yuan respectively [14][15] - The expected growth rates for revenue and net profit in 2025 are 42% and 65% respectively [13][14]

分红多募资少。 A股市场下起"红包雨"，现金分红成为主流。 根据Wind数据，截至8月21日收盘，已有160家上市公司披露了2025年中期分红预案，仅20日晚间就有 23家公告了分红预案。其中，牧原股份（002714.SZ）的分红计划受到市场关注，该公司拟每10股派发 现金红利9.32元，分红金额超过50亿元。 此前的8月19日晚间，吉比特（603444.SH）、福耀玻璃（600660.SH）公告，每10股拟派发现金红利分 别为6.6元、0.9元，拟派发现金4.74亿元、23.49亿元。这两只股票的共同点在于，上市以来的分红总额 已超过实际募资总额。 其中，福耀玻璃是分红融资比排名前十的公司之一。依据Wind数据计算，贵州茅台（600519.SH）、山 西汾酒（600809.SH）、宁沪高速（600377.SH）、兖矿能源（600188.SH）、五粮液（000858.SZ）、 达安基因（002030.SZ）、格力电器（000651.SZ）、江铃汽车（000550.SZ）、重庆啤酒（600132.SH） 是另外9家，前十大"分红王"的分红融资比均超过24倍。其中，贵州茅台分红融资比超150倍，这意味着 每募集1 ...