登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603444 证券简称：吉比特 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 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假 记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人卢竑岩、主管会计工作负责人林佳金及会计机构负责人（会计主管人员）陈华梁保证季度报 告中财务信息的真实、准确、完整。 第一季度财务报表是否经审计 □是 √否 一、 主要财务数据 （一）主要会计数据和财务指标 单位：元 币种：人民币 1、 主要游戏收入及利润概况 公司营业收入主要来自自研产品《问道》端游、《问道手游》《一念逍遥（大陆版）》《问剑长生》， 2025年第一季度上述产品的总流水11总流水指的是玩家充值支付的金额，公司营业收入与总流水之间的 差额主要由运营商分成、相关税费、玩家未使用道具等原因产生。金额如下： 单位：亿元 币种：人民币 （1）境内游戏业务 A 《问道》端游本年第一季度营业收入、利润同比均有所减少； ...

4月22日晚，Valve（维尔福）公布了Steam最新一周（4月15日至4月22日）的销量排行榜，新发售的合 作生存游戏《RuneScape：Dragonwilds（符文世界：龙之荒野）》空降榜首。在中国区的销量排行榜， 双人合作游戏《双影奇境》拿下本周的销量冠军，上周排在榜首的《苏丹的游戏》本周掉到第二。 点评：这对游戏开发商和发行商的股价可能产生积极影响，尤其是合作类游戏的市场表现或将受益。游 戏板块整体可能受到提振。 NO.3 Switch2预订量超出预期 4月23日消息，任天堂社长古川俊太郎通过官方社交媒体宣布，Switch2（任天堂出品的游戏机）预订量 超出预期，并为无法满足所有玩家的需求而致歉。此前任天堂宣布Switch2将以抽选的方式开启预购， 本次古川俊太郎透露，仅在日本就有约220万人申请，超出了任天堂在6月5日的可交付量。因此4月24日 的抽选结果将不可避免地导致部分玩家遗憾落选，这些用户会自动参与第二次抽选。 每经记者 李宇彤 每经编辑 马子卿 ｜2025年4月24日 星期四｜ NO.1 吉比特2025年一季度营收同比增长22.47% 4月23日，吉比特发布《2025年第一季度报告》。财 ...

每经记者 张梓桐 每经编辑 陈俊杰 4月23日晚，吉比特（603444.SH，股价217.49元，市值156.68亿元）发布了2025年第一季度报告，报告 期内，公司实现营业收入11.36亿元，同比增长22.47%；归母净利润2.83亿元，同比增长11.82%；扣非 净利润为2.75亿元，同比增长38.71%。 《每日经济新闻》记者注意到，在境内业务中，吉比特的核心产品线表现各异。曾经的支柱产品《问 道》端游、《问道手游》以及《一念逍遥（大陆版）》均出现了收入、利润双降的局面。但另一方面， 今年1月新上线的3D御剑斗法放置修仙手游《问剑长生》上线首周即突破百万注册用户，贡献增量营业 收入和利润。 与此同时，吉比特的海外业务相比于其他厂商难言出色。2025年第一季度境外收入1.17亿元，同比下滑 15.95%，且"整体尚未产生盈利"。主力产品《飞吧龙骑士（境外版）》和《一念逍遥（欧美版）》收入 大幅减少，暴露出公司全球化运营能力的短板。 面对增长压力，吉比特正在进行深度战略调整。 此外，吉比特董事长卢竑岩亲自担任制作人的两款游戏代号分别是M95和M98，一个玩法接近卡牌，另 一个则是融合多种创新元素的新体验游戏 ...

金种子酒公告，公司于近期收到阜阳市国资委批复，阜阳市国资委原则同意公司公开转让控股子公司 安徽金太阳生化药业有限公司（简称"金太阳药业"）92%股权。 2025.04. 23 4月23日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 【品大事】 金种子酒：转让金太阳药业92%股权获阜阳市国资委同意批复 复星医药：高级副总裁李东久辞任 复星医药公告，公司董事会收到李东久的书面辞职函。因到龄退休，李东久向董事会申请辞去高级副 总裁职务。 岳阳林纸：全资子公司诚通碳汇中标林业碳汇合作开发项目 岳阳林纸公告，公司全资子公司诚通碳汇经营管理(湖南)有限责任公司（简称"诚通碳汇"）2025年4 月22日收到《关于百色市乐业县林业碳汇合作开发项目招商结果的函》，成为该项目招商中选单 位。如以上项目合同签订并顺利实施，将对公司实施项目年度的经营业绩产生积极的影响。 【观业绩】 天齐锂业：预计2025年第一季度净利润为8200万元—1.23亿元 天齐锂业公告，预计2025年第一季度归属于上市公司股东的净利润为8200万元—1.23亿元，上年同 期为亏损38.97亿元。 吉比特：一季度净 ...

Financial Performance - The company's revenue for Q1 2025 reached ¥1,135,663,700.45, representing a year-over-year increase of 22.47% compared to ¥927,265,003.93 in the same period last year[5]. - Net profit attributable to shareholders was ¥283,308,836.76, an increase of 11.82% from ¥253,363,007.32 in the previous year[5]. - The net profit after deducting non-recurring gains and losses was ¥274,610,888.53, showing a significant increase of 38.71% compared to ¥197,973,093.10 in the same period last year[5]. - The total revenue from self-developed games in Q1 2025 was ¥12.55 billion, a 16.63% increase from ¥10.76 billion in the same period last year[8]. - The overseas gaming business generated ¥1.17 billion in revenue, a decrease of 15.95% year-over-year[10]. - The company's net profit attributable to shareholders decreased by 1.43% to ¥283,308,836.7 in Q1 2025 compared to Q4 2024, influenced by increased foreign exchange losses[26]. - In Q1 2025, the net profit reached CNY 379,156,191.23, a 27% increase compared to CNY 298,930,831.37 in Q1 2024[39]. - The total revenue from sales of goods and services was CNY 1,162,216,229.63, up from CNY 982,001,615.01 in the same period last year, representing an increase of approximately 18.3%[42]. - Operating profit for Q1 2025 was CNY 420,647,584.86, compared to CNY 350,099,319.91 in Q1 2024, reflecting a growth of about 20.1%[39]. Cash Flow and Investments - The net cash flow from operating activities decreased by 7.73% to ¥212,744,617.25 compared to ¥230,570,533.67 in the previous year[5][15]. - The company reported a foreign exchange loss of ¥2,785,000 in Q1 2025, compared to a gain of ¥9,481,700 in the same period last year, resulting in a year-over-year decrease of ¥12,266,700[14]. - The company’s cash flow from operating activities increased by 15.72% due to the launch of "Wanjian Changsheng," which contributed additional cash inflow[15]. - Net cash flow from investment activities increased significantly by 222.98% to ¥354,154,852.35, driven by the redemption of financial products and government bonds exceeding purchase amounts[24]. - The company reported investment income of CNY 34,950,583.45, down from CNY 58,507,258.44 in the previous year, a decline of about 40.3%[39]. - The net cash flow from investment activities was -$23.90 million in Q1 2025, contrasting with a positive $19.01 million in Q1 2024, indicating a shift of approximately 226.1%[55]. - The net increase in cash and cash equivalents for Q1 2025 was -$35.15 million, compared to an increase of $29.83 million in Q1 2024, marking a change of approximately 218.5%[56]. Assets and Liabilities - Total assets at the end of the reporting period were ¥7,178,705,197.13, up 3.69% from ¥6,923,548,235.25 at the end of the previous year[6]. - Current assets as of March 31, 2025, totaled CNY 4,609,556,082.60, compared to CNY 4,288,792,155.47 at the end of 2024, representing a growth of 7.5%[34]. - Total liabilities decreased to CNY 1,168,518,040.79 as of March 31, 2025, down from CNY 1,290,076,287.07 at the end of 2024, a reduction of 9.4%[36]. - Shareholders' equity increased to CNY 6,010,187,156.34 as of March 31, 2025, compared to CNY 5,633,471,948.18 at the end of 2024, reflecting an increase of 6.7%[36]. - The total liabilities decreased to CNY 123,852,716.10 as of March 31, 2025, down from CNY 142,896,311.42 on December 31, 2024, indicating a reduction of about 13.3%[48]. Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 21,478[30]. - The top shareholder, Lu Hongyan, holds 29.72% of the shares, totaling 21,412,615 shares[30]. Research and Development - Research and development expenses were CNY 180,502,566.99, slightly down from CNY 185,749,976.17 in Q1 2024, indicating a decrease of approximately 2.7%[39]. - Research and development expenses for the first quarter of 2025 were CNY 32,657,065.22, slightly lower than CNY 34,628,750.06 in the first quarter of 2024[51]. Other Financial Metrics - The total comprehensive income for Q1 2025 was CNY 376,715,208.15, an increase from CNY 302,419,140.46 in Q1 2024, representing a growth of about 24.5%[40]. - Basic earnings per share increased to CNY 3.93 from CNY 3.52, reflecting a growth of approximately 11.7%[40]. - The company reported a decrease in other comprehensive income, with a net amount of -CNY 133,236.11 for the first quarter of 2025, compared to no amount reported in the first quarter of 2024[52].

吉比特（603444）公告，2025年第一季度营业收入11.36亿元，同比增长22.47%。净利润2.83亿元，同 比增长11.82%。 ...

Investment Rating - The investment rating for the media industry is "Positive" (maintained) [1] Core Insights - The report highlights the ongoing development of the MCP protocol and the "Network Publishing Technology Innovation Leading Plan," which are expected to boost the AI sector and related industries, particularly in IP and experiential consumption [5] - The collectible card game (CCG) market in China is projected to grow significantly, with a market size increasing from 2.8 billion RMB in 2019 to 26.3 billion RMB in 2024, reflecting a CAGR of 56.6% [6][14] - The report emphasizes the importance of AI applications in various sectors, including gaming, education, and entertainment, suggesting continued investment in AI-related companies [5][6] Summary by Sections Section 1: Media Industry Overview - The media sector is experiencing a positive outlook, driven by advancements in AI and supportive government policies [1][5] - The report notes that the CCG market is expected to reach 44.6 billion RMB by 2029, with a CAGR of 11.1% from 2024 to 2029 [14] Section 2: Key Companies and Recommendations - Key companies recommended for investment include Tencent Holdings, Kuaishou-W, and others in the AI and gaming sectors [5] - The report identifies specific companies in various sub-sectors, such as AI gaming (Xindong Company, NetEase-S) and AI education (Guomai Culture, Century Tianhong) [5] Section 3: Market Performance and Trends - The report indicates that the CCG market is benefiting from emotional consumption and the rise of domestic IPs, with significant growth expected in the coming years [6][14] - The performance of major games like "Peacekeeper Elite" is highlighted, maintaining top positions in iOS rankings [31][35] Section 4: Industry Data and Insights - The report provides data on the performance of various media and entertainment products, including box office results and streaming viewership [45][46][49] - It notes that the collectible card game market is characterized by a high concentration of leading companies, with Card Game Company holding a 71.1% market share [14][22]

Investment Rating - Investment rating for the media industry is optimistic (maintained) [1] Core Insights - The MCP agreement and the "Network Publishing Technology Innovation Leading Plan" are driving industry development, with a focus on AI applications and IP development [5] - The collectible card game market in China is expected to grow significantly, with a projected market size increase from 2.8 billion RMB in 2019 to 26.3 billion RMB in 2024, reflecting a CAGR of 56.6% [6][14] - The report emphasizes the importance of high-quality IP and the rise of domestic IP in driving growth in the collectible card and related industries [21][22] Summary by Sections Section 1: Collectible Card Games - The collectible card game market is projected to grow from 2.8 billion RMB in 2019 to 26.3 billion RMB in 2024, with a CAGR of 56.6% [6][14] - The leading company in this sector, 卡游, achieved revenues of 22.9 billion RMB in 2021, 41.3 billion RMB in 2022, and is expected to reach 100.6 billion RMB in 2024 [22] - The report highlights the increasing participation of female consumers and the rise of domestic IP as key growth drivers [21][22] Section 2: Industry Data Overview - The game "和平精英" ranked first in both the iOS free and best-selling charts in mainland China as of April 19, 2025 [31][35] - The film "向阳·花" achieved a weekly box office of 0.39 billion RMB, totaling 1.83 billion RMB [45] - The web drama "无忧渡" performed well with a broadcasting index of 82.5 [46] Section 3: Company Performance - 卡游's revenue from collectible card games is expected to continue growing, supported by a strong IP matrix and effective supply chain management [22][23] - The company has launched numerous toy series and collectible card series, indicating robust product innovation [22][23] - The report recommends continued investment in companies like 腾讯控股 and 快手-W, which are positioned to benefit from the growth in AI and gaming sectors [5]

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： ● 本次会议是否有否决议案：无 ■ （四）表决方式是否符合《公司法》及《公司章程》的规定，会议主持情况等 本次会议由董事长卢竑岩先生主持，会议的召集、召开及表决方式符合《公司法》《公司章程》及相关 法律法规的规定。 （五）公司董事、监事和董事会秘书的出席情况 1、公司在任董事7人，出席7人，其中3人为公司独立董事； （一）非累积投票议案 1、议案名称：关于审议《公司2024年年度报告》及其摘要的议案 审议结果：通过 表决情况： ■ 审议结果：通过 表决情况： ■ 3、议案名称：关于审议《公司2024年度监事会工作报告》的议案 审议结果：通过 表决情况： ■ 一、会议召开和出席情况 （一）股东会会议召开的时间：2025年4月17日 （二）股东会会议召开的地点：厦门市思明区软件园二期望海路4号101室1楼会议室 （三）出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： 2、公司在任监事3人，出席3人； 3、公司董事会秘书梁丽莉女士出席本次会议；公司全体高级 ...

（一）股东会会议召开的时间：2025 年 4 月 17 日 证券代码：603444 证券简称：吉比特 公告编号：2025-024 厦门吉比特网络技术股份有限公司 2024 年年度股东会会议决议公告 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： 本次会议是否有否决议案：无 一、会议召开和出席情况 （二）股东会会议召开的地点：厦门市思明区软件园二期望海路 4 号 101 室 1 楼 会议室 （四）表决方式是否符合《公司法》及《公司章程》的规定，会议主持情况等 本次会议由董事长卢竑岩先生主持，会议的召集、召开及表决方式符合《公 司法》《公司章程》及相关法律法规的规定。 （五）公司董事、监事和董事会秘书的出席情况 1、公司在任董事 7 人，出席 7 人，其中 3 人为公司独立董事； 2、公司在任监事 3 人，出席 3 人； 3、公司董事会秘书梁丽莉女士出席本次会议；公司全体高级管理人员列席 1 （三）出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： 1、出席会议的股东和代理人人数 293 2、出席会议的 ...