证券代码：603533 证券简称：掌阅科技 公告编号：2026-013 掌阅科技股份有限公司 关于使用部分闲置募集资金进行现金管理的 进展公告 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： 已履行的审议程序：掌阅科技股份有限公司（以下简称"公司"）于 2025 年 12 月 22 日召开第四届董事会第十三次会议，审议通过了《关于使用部分闲置 募集资金进行现金管理的议案》，公司董事会同意公司使用额度不超过 17,200.00 万元的闲置募集资金进行现金管理，期限为自公司董事会审议通过之日起 12 个 月内，在上述额度和期限范围内，资金可以滚动使用。具体内容详见公司披露于 上海证券交易所网站（www.sse.com.cn）上的《掌阅科技股份有限公司关于使用 部分闲置募集资金进行现金管理的公告》（公告编号：2025-055）。 特别风险提示：尽管公司使用闲置募集资金购买的现金管理产品为安全 性高、流动性好的保本型产品，属于低风险投资产品，但金融市场受宏观经济、 财政及货币政策的影响较大，不排除该项投资可能受到市场波 ...

以下文章来源于定焦One ，作者定焦One团队 定焦One . 深度影响创新。 将投中网设为"星标⭐"，第一时间收获最新推送 网文公司为流量打工。 作者丨 陈丹 编辑丨 魏佳 来源丨 定焦One 短国的故事，从不缺戏剧性。 一边是规模仍在快速膨胀。DataEye数据显示，2026年春节期间，短剧大盘播放量达86.7亿次。据行业测算，2025年中国微短剧与漫剧合计全年产值 已突破1000亿元——已经超越同期电影总票房。 另一边却是行业开始变天。日前，"红果停了很多真人短剧项目"的话题冲上热搜，不少从业者在社交媒体表示"项目全停了"。直到抖音集团副总裁李亮 出面回应，舆论才逐渐平息。他解释称，红果是在调整制作机制，但仍会继续加强真人短剧的投入。 行业规模在放大，但赚钱难了。 这种反差，在最早进入短剧赛道的一批网文公司身上表现得尤为明显。 其他网文公司的处境也并不轻松。掌阅科技在2025年出现上市以来首次年度亏损，预计全年扣非后净亏损超2.1亿元。即便体量更大的阅文集团，以及 以产业链整合见长的点众科技，短剧带来的更多也是收入结构变化，而非利润的提升。 当行业规模突破千亿，一个问题开始变得尖锐：为什么播放量持续创新 ...

定焦One . 深度影响创新。 以下文章来源于定焦One ，作者定焦One团队 短国的故事，从不缺戏剧性。 一边是规模仍在快速膨胀。DataEye数据显示，2026年春节期间，短剧大盘播放量达86.7亿次。据行业测算，2025年中国微短剧与漫剧合计全年产 值已突破1000亿元—— 已经 超越同期电影总票房。 另一边却是 行业开始变天 。日前， " 红果停了很多 真人短剧 项目 "的话题 冲上热搜，不少从业者在社交媒体表示"项目全停了"。直到抖音集团副 总裁李亮出面回应， 舆论 才逐渐平息。他解释称，红果是在调整制作机制，但仍会继续加强真人短剧的投入。 行业规模在放大，但 赚钱难了 。 在传统付费阅读增长放缓的背景下，它既被视为内容IP的新出口，也被寄望为行业的"第二曲线"。但从财报结果看，对多数网文公司而言，短剧更像 是一场成本高昂、竞争激烈的突围， 还谈不上是 一条已经跑通的商业路径。 最典型的案例是中文在线。 这家公司是国内最早押注 短剧出海 的网文企业之一。 2023年，中文在线通过参股枫叶互动切入海外短剧业务，并借助旗下平台ReelShort打开北美市场。2024年，公司进一步将战略重心全面转向短剧 ...

Investment Rating - The investment rating for the media industry is "Positive" (maintained) [1] Core Insights - The report highlights the significant growth potential in AI applications and gaming, driven by advancements in large models and favorable policy changes, such as Google's reduced revenue share for app stores, which is expected to enhance profit margins for domestic gaming companies [4][30] - OpenClaw, an AI assistant platform, has gained immense popularity, topping GitHub's software star ranking, indicating a strong demand for AI tools that enhance user productivity [3][31] - The gaming sector is poised for growth with the upcoming launch of high-potential titles like "异环" (Yihuan), which has already garnered significant pre-registration interest [4][21] Industry Overview - The media industry is experiencing a shift with AI technology accelerating commercialization, particularly in content generation and gaming [30] - The gaming sector has shown resilience, with notable titles like "王者荣耀" (Honor of Kings) leading the iOS sales charts, indicating strong consumer engagement [11][16] - The film industry is also performing well, with "飞驰人生 3" (Fast and Furious 3) achieving the highest box office revenue for the week [25] Key Company Recommendations - For AI applications, recommended companies include Tencent Holdings and Kuaishou, with beneficiaries like Alibaba and Kunlun Wanwei [3] - In the gaming sector, key recommendations include Perfect World, Kying Network, and Xindong Company, with beneficiaries such as Century Huatong and 37 Interactive Entertainment [4] - For cloud computing, Shunwang Technology is highlighted as a key player, with beneficiaries including Zhejiang Shuju Culture [3]

证券代码:603533 证券简称:掌阅科技 公告编号:2026-012 掌阅科技股份有限公司 关于变更签字会计师的公告 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。 掌阅科技股份有限公司（以下简称"公司"）分别于 2025 年 4 月 18 日、2025 年 5 月 12 日召开第四届董事会第六次会议、2024 年年度股东大会，审议通过了 《关于聘任 2025 年度审计机构的议案》，同意续聘容诚会计师事务所（特殊普 通合伙）（以下简称"容诚会计师事务所"）作为公司 2025 年度的审计机构， 具 体 内 容 详 见 公 司 于 2025 年 4 月 19 日 披 露 于 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）的《掌阅科技股份有限公司关于续聘会计师事务所的公告》 （公告编号：2025-018）。 近日，公司收到容诚会计师事务所出具的《关于变更公司签字注册会计师的 告知函》，现将具体情况公告如下： 一、本次变更签字会计师的情况 容诚会计师事务所作为公司 2025 年度审计机构，原指派刘璨作为签字注册 ...

Investment Rating - The report assigns a neutral investment rating to the media and internet industry, indicating a relative performance range of -10% to +10% compared to the benchmark index [35]. Core Insights - The media index experienced a decline of 5.1% from February 24 to February 27, underperforming the Shanghai Composite Index by 7.1%. The total transaction volume was 336.7 billion yuan, which represents a decrease compared to the previous period [6][7]. - All sub-sectors within the media industry saw declines, with notable performances from individual stocks such as CITIC Publishing, which rose by 38%, and Bona Film Group, which fell by 29% [16]. - The report attributes the market movements to profit-taking ahead of the Spring Festival, AI applications, and high-frequency gaming data [16]. Summary by Sections Market Review - The media index's performance ranked last among 28 primary industry indices, with a transaction volume of 336.7 billion yuan, accounting for 3.4% of the total A-share market [7][16]. - Sub-sectors such as film and television, digital media, and advertising all experienced significant declines, while broadcasting and publishing showed some resilience [16]. AI Sector - The upcoming launch of Deepseek V4 is anticipated to enhance productivity in AI applications, particularly in the entertainment sector. The report highlights the potential for accelerated token consumption and international narratives [19]. - Key companies to watch in the AI space include Alibaba, Zhiyuan, Minimax, and Kunlun Wanwei, with application-focused firms like Zhejiang Shuju, Shanghai Film, and Aofei Entertainment also recommended [19]. Gaming Sector - The report expresses optimism regarding major gaming titles and a high level of activity in Q1. Recommended stocks include Perfect World, Kaiying Network, and Century Huatong for A-shares, and Tencent Holdings and Xindong Company for H-shares [19]. IP and Internet - The report forecasts a favorable commercial landscape for IP in the AI era, suggesting a focus on companies like Shanghai Film and Aofei Entertainment [19]. - The internet sector is influenced by geopolitical factors and a shift towards more stable hardware investments, with a focus on AI and consumer sectors. Companies like Tencent, Alibaba, and Meituan are highlighted as potential investment opportunities [19].

Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Viewpoints - The report emphasizes three main themes: Coding, Agent, and AIGC multimodal, which are expected to thrive despite market volatility [2] - Long-term investment opportunities are identified in companies like Alibaba, Tencent, Kuaishou, and Bilibili, which are expected to rebound after the current market fluctuations [2] - Short-term fluctuations in stock prices are noted, particularly influenced by external factors and market sentiment regarding AI applications [2] - The report highlights the competitive landscape in the Agent sector and the potential for growth in the AIGC multimodal space, particularly with the introduction of new models and applications [2] Summary by Sections Market Performance - The Shenwan Media Index experienced a weekly decline of 5.10%, while the Shanghai Composite Index rose by 1.98% during the same period [2] - The report notes significant volatility in the market, influenced by external factors and the "AI consumption theory" in the US stock market [2] Key Companies and Opportunities - Companies such as Kunlun Wanwei, Perfect World, and Kayi Network are highlighted as key stocks for March, with expectations of strong performance based on their upcoming projects and market positioning [2] - Kunlun Wanwei is noted for its comprehensive AI application strategy and significant revenue potential from short video content [2] - Perfect World is expected to exceed pre-launch reservation numbers for its new game, indicating strong market interest [2] - Kayi Network is anticipated to launch an AI-native social application, which could enhance its market presence [2] Industry Trends - The report discusses the robust performance of domestic AI models and their revenue elasticity, indicating a positive outlook for the sector [2] - The introduction of new multimodal models, such as Google's NanoBanana2, is expected to further advance the industry [2] - The report suggests that the competition among major domestic companies in the Agent sector is intensifying, creating new market opportunities [2]

Core Insights - The article provides an overview of the top 30 Chinese non-gaming and gaming companies in terms of overseas revenue for January 2026, highlighting trends and performance in the mobile application market [1][2][6]. Non-Gaming Companies - ByteDance and YY Group continue to lead the overseas revenue rankings, despite a slight decline in revenue [2][3]. - Ruqi Software returned to the third position, with its app "PictureThis" experiencing a revenue increase of over 52.2% due to successful holiday marketing campaigns [3][4]. - Companies like 合合信息 and iQIYI saw minor revenue growth, benefiting from holiday effects on their office tools and streaming applications [4]. - Daily Yoga's revenue increased by over 50.4% due to a successful New Year campaign focused on "Chair Yoga" [4][5]. - Several companies at the lower end of the ranking, such as Appxy and 大华科技, experienced slight revenue growth [5]. Gaming Companies - The gaming market showed increased activity in January, with top companies maintaining their positions, including 点点互动, Tencent, and 柠檬微趣 [6][8]. - 点点互动's game "Tasty Travels: Merge Game" achieved an estimated revenue of over $16 million, reinforcing its leading position [7][8]. - 悠星网络's games celebrated anniversaries, leading to significant revenue increases of 139.3% and 75.9% for its titles [8]. - 新游 "明日方舟：终末地" from 鹰角网络 made a strong return to the rankings, achieving notable revenue in its first weeks [8][9]. - 心动网络's new game "Heartopia" saw a revenue increase of over 147.9% due to effective marketing strategies [9].

登录新浪财经APP 搜索【信披】查看更多考评等级 一、股票交易异常波动的具体情况 公司股票交易于2026年2月24日、2026年2月25日，连续两个交易日内日收盘价格跌幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情形。 二、公司关注并核实的相关情况 （一）生产经营情况 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： ● 掌阅科技股份有限公司（以下简称"公司"）股票连续两个交易日（2026年2月24日、2026年2月25日） 内日收盘价格跌幅偏离值累计超过20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易 异常波动情形。 ● 经公司自查，并书面征询控股股东及实际控制人，截至本公告披露日不存在应披露而未披露的重大事 项。 ● 公司目前生产经营活动正常，日常经营情况及外部环境未发生重大变化。敬请广大投资者注意二级市 场交易风险，理性决策，审慎投资。 经公司自查，公司目前生产经营活动正常，日常经营情况及外部环境未发生重大变化。 （二）重大事项情况 经公司自查，并向 ...

Market Overview - The A-share market continued to rise, with the Shanghai Composite Index increasing by 0.72% to 4147 points, the Shenzhen Component Index rising by 1.29%, and the ChiNext Index up by 1.41% [1]. High-Performance Stocks - YN Holdings achieved a five-day consecutive rise with a 49.97% increase, closing at 11.03, driven by its involvement in computing power and energy storage [4]. - Jiangxi Tungsten's stock rose by 9.98% over five days, attributed to its acquisition of tungsten-lithium assets and magnetic separation technology [4]. - Hanlan Co. saw a 10.07% increase, benefiting from its focus on ultra-high voltage and offshore wind power projects [4]. - Guoan Co. increased by 9.91% over six days, supported by its background in AI data labeling and state-owned enterprise status [4]. - The price of tungsten has been rising, with Zhangyuan Tungsten's stock up by 10% due to price adjustments and performance improvements [4][15]. Trading Activity - The top three net purchases on the daily leaderboard were Baogang Co. (10.34 billion), Aerospace Development (7.08 billion), and Shanshan Co. (3.47 billion) [5][6]. - The top three net sales were dominated by Zangyue Technology (-3.15 billion), Fenghua Gaoke (-3.02 billion), and Xianglu Tungsten (-2.98 billion) [7][9]. Institutional Activity - Institutional net purchases were led by Tongyuan Petroleum (3.85 billion), Zhongtung High-tech (1.98 billion), and Aerospace Development (1.74 billion) [8]. - The top three net sales by institutions included Xianglu Tungsten (-3.40 billion), Tianqi Co. (-2.25 billion), and Yuxin Health (-660.59 million) [9]. Sector Highlights - The aerospace sector is gaining attention, with companies like Blue Arrow Aerospace planning to conduct rocket recovery tests in 2026 and achieving successful satellite launches [12]. - Zhongtung High-tech is expanding its production capacity for PCB drill bits, reinforcing its position in the tungsten industry [15]. - Tongyuan Petroleum is focusing on clean energy and CCUS business, with recent project wins in Algeria [18].