股东持股的基本情况 本次减持计划实施前，公司股东北京量子跃动科技有限公司（以下简称"量 子跃动"）持有掌阅科技股份有限公司（以下简称"公司"）27,357,246 股，占公 司股本总数的 6.23%。上述股份均为协议转让取得。截至本公告披露日，量子跃 动持有公司股份 27,357,246 股，占公司总股本的 6.23%。 证券代码：603533 证券简称：掌阅科技 公告编号：2025-029 掌阅科技股份有限公司 股东集中竞价减持股份结果公告 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： 减持计划的实施结果情况 2025 年 2 月 27 日，公司披露了《掌阅科技股份有限公司股东集中竞价减持 股份计划公告》，公司股东量子跃动拟在 2025 年 3 月 21 日至 2025 年 6 月 19 日 期间通过集中竞价方式减持公司股份，合计不超过 4,388,968 股，不超过公司股 份总数的 1%。 2025 年 6 月 19 日，公司收到了量子跃动发来的《关于股份减持计划实施结 果的告知函》，量子跃动减 ...

沪指6月19日下跌0.79%，申万所属行业中，今日上涨的有1个，涨幅居前的行业为石油石化，涨幅分别 为0.86%。跌幅居前的行业为纺织服饰、美容护理，跌幅分别为2.36%、2.28%。传媒行业今日下跌 0.48%。 资金面上看，两市主力资金全天净流出516.60亿元，主力资金净流入的行业仅有3个，传媒行业净流入 资金1.82亿元；石油石化行业净流入资金1.33亿元；家用电器行业净流入资金295.15万元。 主力资金净流出的行业有28个，电子行业主力资金净流出规模居首，全天净流出资金54.08亿元，其次 是非银金融行业，净流出资金为48.07亿元，净流出资金较多的还有医药生物、计算机、国防军工等行 业。 （文章来源：证券时报网） | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 603533 | 掌阅科技 | 10.02 | 11.63 | 41482.82 | | 300291 | 百纳千成 | 19.92 | 19.98 | 21299.46 | | 002343 | 慈文传媒 | 10.05 | ...

Market Overview - The A-share market experienced a decline today, with the Shanghai Composite Index closing at approximately 3362 points, down by 0.79%. The Shenzhen Component and ChiNext Index fell more significantly, down by 1.21% and 1.36% respectively, indicating a low market sentiment with over 4600 stocks declining [1]. Oil and Gas Sector - The oil and gas sector saw a significant surge, with stocks like Shouhua Gas hitting the daily limit up, driven by heightened tensions in the Middle East following Israel's military actions against Iran, raising concerns over potential oil supply disruptions. International oil prices spiked, with WTI crude oil surpassing $76 per barrel, marking a new high for the year [3]. - Despite the short-term volatility in oil prices due to geopolitical conflicts, the International Energy Agency (IEA) reports that global oil supply remains adequate, suggesting that sustained price surges are unlikely. Companies with strong production capabilities and cost control, such as CNOOC, are recommended for long-term investment [3]. Short Drama Concept - The short drama segment showed localized strength, with companies like Baina Qiancheng and Ciweng Media reaching their daily limits. This growth is attributed to Tencent's launch of a "short drama" mini-program, which has attracted a large user base through a free viewing model, alongside algorithmic recommendations from platforms like Douyin and Kuaishou [4]. - The short drama market caters to modern consumers' fragmented entertainment needs, with episodes lasting 1-3 minutes. The business model is evolving from paid content to ad monetization and integration with gaming and e-commerce, indicating significant growth potential. However, the market faces challenges due to content homogenization, making companies with strong IP reserves and production capabilities, such as Zhongwen Online, more valuable in the long run [4]. Other Sectors - The controlled nuclear fusion concept faced a collective downturn, with companies like Xuguang Electronics and Hezhu Intelligent hitting their daily limits. This sector had previously seen rapid gains, leading to profit-taking as market sentiment cooled. While the long-term prospects for controlled nuclear fusion are promising, significant technological breakthroughs and commercialization are expected to take time, with projections extending beyond 2035 [4]. - The diversified financial and superconducting sectors also underperformed, with companies like Ruida Futures and Nanhua Futures experiencing notable declines. This trend is attributed to a decrease in overall market risk appetite, leading to capital outflows from these high-volatility sectors. However, the long-term value of leading brokerage and futures firms remains intact, especially with ongoing capital market reforms [5]. Investment Perspective - The investment landscape is characterized as a marathon rather than a sprint, emphasizing the importance of focusing on fundamentals and long-term trends despite short-term market adjustments. The oil and gas sector benefits from global energy transitions, while the short drama concept aligns with consumer upgrade trends. There may also be opportunities in sectors experiencing corrections, suggesting a patient, value-driven investment approach [6].

Market Overview - The market experienced fluctuations with the ChiNext Index leading the decline. Oil and gas stocks surged, with companies like Shandong Molong and Jun Oil reaching their daily limit up. Conversely, the innovative drug sector saw declines, with Changshan Pharmaceutical hitting the daily limit down. Overall, more than 4,600 stocks in the Shanghai and Shenzhen markets were in the red, with a total trading volume of 1.28 trillion [1]. Hot Topics Oil Service Sector - The oil service sector remained active, with Jun Oil and Shandong Molong achieving five consecutive limit ups. On June 19, crude oil futures continued to rise, reaching the highest level since April [4]. - The geopolitical risk of Iran closing the Strait of Hormuz persists, with approximately 11% of global maritime trade passing through this strait, including 34% of maritime oil exports. This situation could lead to a significant impact on global oil trade, suggesting that oil prices may rise amid geopolitical uncertainties [5]. Short Drama Sector - The short drama sector saw a strong performance in the afternoon, with companies like Zhangyue Technology and Ciweng Media hitting their daily limit up. Tencent launched a new mini-program named "Short Drama" following the earlier release of "Mars Viewing Drama" [6]. - According to CITIC Securities, over 80% of the top 50 overseas short drama applications are developed by Chinese companies, indicating a robust international market presence for China's short drama industry [7]. Solid-State Battery Sector - The solid-state battery sector was active again, with companies like Nord and Xiangtan Electrochemical reaching their daily limit up. Upcoming forums and conferences focused on solid-state battery technology are expected to catalyze advancements in the industry [9]. - Dongxing Securities predicts that the solid-state battery sector will see simultaneous revenue and profit growth by 2025, driven by new demand and technological advancements [10]. Other Active Sectors - Other sectors showing activity include blockchain, military industry, and robotics, while sectors like nuclear fusion, rare earth magnets, and innovative drugs faced significant declines [11].

Group 1 - The short drama game sector experienced a short-term surge, with Ciweng Media (002343) hitting the daily limit [1] - Zhangyue Technology (603533) previously reached the limit, indicating strong market interest [1] - Other companies such as Huanrui Century (000892), Baina Qiancheng (300291), Yinsai Group (300781), Huayi Brothers (300027), and Bona Film Group (001330) also saw significant increases in their stock prices [1]

Group 1: Solid-State Battery Sector - Nord Shares experienced a 10.12% increase over three consecutive days, attributed to solid-state battery developments [3] - Xiangtan Electric Chemical saw a first board increase of 10.05%, also linked to solid-state battery advancements [3] - Fengyuan Shares had a first board rise of 10.03%, driven by solid-state battery news [3] - Haike New Source achieved a first board increase of 20.02%, related to solid-state battery technology [3] - Keheng Shares recorded an 11.68% rise, associated with solid-state battery innovations [3] Group 2: Robotics Sector - Kaiwang Technology had a first board increase of 20.01%, driven by robotics and connectivity [5] - Rongtai Shares saw a first board rise of 10.01%, linked to robotics [5] - Baoxin Technology experienced a first board increase of 10.00%, attributed to robotics developments [5] - Jiangsu Leili recorded an 11.98% rise, associated with robotics [5] - Shuanglin Shares had a 10.06% increase, also related to robotics [5] Group 3: AI and Chip Industry - Guojin Securities reported that Nvidia's GB200/300 is actively increasing orders, predicting explosive growth for ASICs in 2025 and 2026, with many AI-PCB companies experiencing strong orders [6] - Marvell revised its data center and AI ASIC target share, increasing the total addressable market (TAM) for data centers to $94 billion by 2028, up from $75 billion, and for AI custom chips (ASIC) to $54 billion, up from $43 billion [9] Group 4: Oil and Gas Services - Reports indicate that U.S. officials are preparing for potential strikes on Iran, which may impact the oil and gas sector [11] Group 5: Digital Currency - Circle, the first stock of stablecoins, surged over 33% in the overnight market, closing at $199.59, which is more than 540% above its issue price of $31 [13] Group 6: Market Focus Stocks - Dongxin Peace saw a 10.02% increase over nine days, with six consecutive boards [18] - Zhun Oil Shares recorded a 9.96% rise over five consecutive boards [12] - Shandong Molong experienced a 10.00% increase over five consecutive boards [12]

智通财经6月19日电，传媒、游戏、短剧等AI应用股盘中反弹，掌阅科技涨停，新华传媒、值得买、三 七互娱、冰川网络涨超5%，巨人网络、吉比特、电魂网络、元隆雅图、中文在线等跟涨。 AI应用股盘中反弹 掌阅科技涨停 ...

Core Insights - In May, ByteDance maintained a significant lead in overseas revenue among non-gaming Chinese companies, while Ruqi Software saw a revenue surge of over 32.4% due to its AI-enhanced app features [3][4] - Meitu's overseas revenue increased by over 12.4% driven by its AI features in the app "Wink," contributing to its stable ranking [3] - Xiaohongshu, rebranded as "rednote," experienced a 75% increase in overseas revenue, helping its parent company rise in rankings [4] Non-Gaming Companies - ByteDance ranked first with 78 apps, maintaining its leading position in overseas revenue [1] - Ruqi Software's app "PictureThis" achieved an estimated monthly revenue of nearly 100 million yuan, marking a continuous growth trend [3] - Meitu's "BeautyCam" and other apps are part of its strategy to embrace AI, contributing to revenue growth [3] - Xiaohongshu's global strategy has led to a stable monthly active user base exceeding 10 million [4] - Youku's overseas version saw an 18.9% revenue increase due to popular content, allowing it to return to the rankings [4] Gaming Companies - Diandian Interactive's new game "Kingshot" saw a revenue increase of over 81.7%, reaching an estimated 190 million yuan [7] - Lilith's game "AFK Journey" experienced a revenue growth of over 54.9%, particularly in the U.S. market [7] - NetEase's new game "Dunk City Dynasty" generated over 1 million USD in less than ten days, indicating potential for future growth [8] - Jiangyu Interactive's "Top Heroes" achieved an estimated revenue of nearly 230 million yuan, contributing to its ranking improvement [8] - Yishijie’s new game "Lands of Jail" generated over 8.21 million USD, with a growth rate of over 75.4% [9]

Group 1 - The cultural media sector is experiencing a significant upward trend, with notable stocks such as Times Publishing (600551) and Zhangyue Technology (603533) hitting the daily limit up [1] - Other companies in the sector, including Yuanlong Yatu (002878), Reader Media (603999), Urban Media (600229), Duku Culture (301025), and Southern Media (601900), are also seeing gains [1]

Core Viewpoint - The short drama "Zhe Tian," adapted from a popular novel, is set to premiere on June 20, showcasing a blend of AI technology and live-action visuals to explore new narrative possibilities in the Xianxia genre [1][3]. Group 1: Production and Creative Aspects - "Zhe Tian" is directed by renowned action director Guo Anbang and features young actors Chen Minghao, Zhou Yanzhe, Mai Tong, and Cheng Yijia, depicting the transformation of the protagonist Ye Fan from an ordinary person on Earth to a legendary figure in the Beidou star domain [3]. - The original novel has a vast world view and complex character settings, presenting challenges in adaptation. The production team conducted systematic research on the IP and involved the original creators to ensure fidelity to the main narrative [3][4]. - The production process involved extensive research on content creation, character design, and audience preferences, leading to adjustments in plot pacing and visual presentation to maximize the essence of the original work [3][4]. Group 2: AI Integration in Production - AI technology played a significant role throughout the production, from character design to modeling and rendering, demonstrating its practical capabilities in content creation and technical implementation [4]. - "Zhe Tian" is the first short drama by the company to deeply integrate AI technology with live-action footage, marking an experimental exploration of restructuring content production through technology [4][5]. - The project aims to enhance efficiency and expand creative possibilities in short drama production, contributing to the industry's evolution towards intelligent production systems [5].