证券代码：002174 证券简称：游族网络 公告编号：2025-072 游族网络股份有限公司 关于子公司与专业投资机构共同投资的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、子公司与专业投资机构共同投资概述 游族网络股份有限公司（以下简称"公司"、"上市公司"）之全资子公司 上海驰游信息技术有限公司（以下简称"驰游信息"）及上海游族互娱网络科技 有限公司（以下简称"游族互娱"）拟与无锡新通科技有限公司（以下简称"无 锡新通"）、无锡市新吴区新虹发展投资合伙企业（有限合伙）（以下简称"新 虹发展"）共同投资设立无锡市新吴区云星智算投资合伙企业（有限合伙）（暂 定名，以下简称"无锡云星智算"）。无锡云星智算总规模预计不超过 66.73 亿元；其中，游族互娱及驰游信息拟以自有资金认缴出资不超过 10.01 亿元人民 币（认缴出资比例不超过 15%），拟首期合计出资 2 亿元人民币，后续出资进度 以执行事务合伙人出资通知为准。 公司于 2025 年 10 月 23 日召开第七届董事会第十五次会议，审议通过《关 于子公司与专业投资机构共同投资的议案》。根据《 ...

证券代码：002174 证券简称：游族网络 公告编号：2025-071 游族网络股份有限公司 第七届董事会第十五次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 公司全资子公司上海驰游信息技术有限公司（以下简称"驰游信息"）及上 海游族互娱网络科技有限公司（以下简称"游族互娱"）拟与无锡新通科技有限 公司、无锡市新吴区新虹发展投资合伙企业（有限合伙）共同投资设立无锡市新 吴区云星智算投资合伙企业（有限合伙）（暂定名）。无锡云星智算总规模预计 不超过 66.73 亿元，其中，游族互娱及驰游信息拟以自有资金认缴出资不超过 10.01 亿元人民币（认缴出资比例不超过 15%），拟首期合计出资 2 亿元人民币， 后续出资进度以执行事务合伙人出资通知为准。 具体内容详见于 2025 年 10 月 25 日刊登在《中国证券报》《证券时报》《上 海证券报》《证券日报》及巨潮资讯网（http://www.cninfo.com.cn/）上的《关 于对外投资设立合资公司的公告》。 同意该项议案的票数为 9 票；反对票 0 票；弃权票 0 票。 二、备查文件 （一）第 ...

游族网络(002174.SZ)公告称，公司全资子公司驰游信息及游族互娱拟与无锡新通、新虹发展共同投资 设立无锡云星智算合伙企业，总规模预计不超过66.73亿元。游族互娱及驰游信息拟以自有资金认缴出 资不超过10.01亿元人民币，首期合计出资2亿元，后续出资进度以执行事务合伙人出资通知为准。本次 公司参与出资设立无锡云星智算，未来无锡云星智算将聚焦人工智能、智算领域等科技行业的优质企业 和投资机会，为上市公司的长远发展进行前瞻性技术储备，以协同公司主业发展，促进科技与文化产业 深度融合，提升公司在科技领域的战略布局。 ...

从资金流向上来看，当日游戏板块主力资金净流出272.61万元，游资资金净流出4832.3万元，散户资金净 流入5104.91万元。游戏板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002174 游族网络 | | 9737.06万 | 10.67% | -3747.62万 | -4.11% | -5989.44万 | -6.56% | | 002555 三七互娱 | | 5764.06万 | 4.99% | 3171.54万 | 2.75% | -8935.59万 | -7.73% | | 002517 恺英网络 | | 4854.71万 | 4.48% | -1300.88万 | -1.20% | -3553.83万 | -3.28% | | 300113 顺网科技 | | 2038.83万 | 5.41% | -2250.43万 | -5.97% | 211.61万 | 0.56% | ...

| | 业 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 603267 | 鸿远电 | 4.57 | 1.87 | 52.57 | 54.44 | 3.56 | | | 子 | | | | | | | 002174 | 游族网 | 4.76 | 4.80 | 12.99 | 13.43 | 3.39 | | | 络 | | | | | | | 301160 | 翔楼新 | 6.68 | 4.65 | 61.38 | 63.20 | 2.96 | | | 材 | | | | | | | 000820 | *ST节能 | 4.91 | 3.35 | 2.70 | 2.78 | 2.79 | | 603803 | 瑞斯康 | 3.75 | 3.76 | 9.17 | 9.41 | 2.65 | | | 达 | | | | | | | 002587 | 奥拓电 | 4.18 | 5.96 | 6.31 | 6.48 | 2.65 | | | 子 | | | | | | | 688138 | 清溢光 | 3.24 | 0.79 | 28.53 | 2 ...

从游族网络十大流通股东角度 10月24日，游族网络涨5.07%，截至发稿，报13.47元/股，成交5.29亿元，换手率4.05%，总市值132.46 亿元。 资料显示，游族网络股份有限公司位于上海市徐汇区宜山路711号华鑫商务中心2号楼，成立日期1995年 9月22日，上市日期2007年9月25日，公司主营业务涉及网页网络游戏、移动网络游戏的研发和运营。主 营业务收入构成为：移动游戏70.51%，PC端游戏28.93%，其他0.57%。 截至发稿，鲁亚运累计任职时间3年138天，现任基金资产总规模166.34亿元，任职期间最佳基金回报 84.01%， 任职期间最差基金回报-31.74%。 从基金十大重仓股角度 数据显示，华夏基金旗下1只基金重仓游族网络。华夏中证动漫游戏ETF（159869）二季度持有股数 2184.75万股，占基金净值比例为3.75%，位居第九大重仓股。根据测算，今日浮盈赚取约1420.09万 元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编 ...

Core Viewpoint - The stock price of Cambrian (688256.SH) surged over 7% due to rumors that major telecom operators would order 10,000 chips monthly from the company next year, although the company later clarified that such claims should be verified through official announcements [2][4][5] Group 1: Impact of Rumors on Stock Prices - Cambrian's stock has previously experienced significant price increases due to similar unfounded rumors, occurring in March and August of this year [2][11] - Other companies, including Sanhua Intelligent Control (002050.SZ) and Wanrun Technology (002654.SZ), have also seen their stock prices rise sharply due to rumors, indicating a broader trend in the market [2][6] - The stock price of Cambrian reached a high of 1,468 CNY before closing at 1,429.5 CNY, marking a daily increase of 4.42% [4][5] Group 2: Mechanisms Behind Rumor Propagation - The spread of rumors is often facilitated by a network of social media platforms and stock communities, where unverified information can quickly gain traction [5][8] - Professional writers adept at information dissemination create these rumors, combining real and fictitious elements to manipulate market sentiment [13][16] - The rumors typically fall into three categories: performance speculation, asset restructuring, and absurd gossip, each designed to trigger investor interest [13][14] Group 3: Role of Quantitative and Speculative Trading - The activation of quantitative trading models by market sentiment plays a crucial role in the stock price movements following rumors [3][19] - Significant capital from speculative traders often amplifies the effects of these rumors, leading to rapid price increases [18][20] - The phenomenon creates a cycle where quantitative funds initiate buying, followed by speculative traders, ultimately attracting retail investors [19][20] Group 4: Regulatory and Market Implications - The prevalence of these rumors disrupts normal market operations, posing challenges for regulatory bodies to maintain order [20] - There is a call for improved information disclosure and timely clarifications from companies to combat the spread of misinformation [20]

Core Viewpoint - The article discusses the impact of rumors on stock prices, particularly focusing on companies in hot sectors like AI chips and robotics, highlighting how these rumors can lead to significant price fluctuations and market manipulation [3][12][14]. Group 1: Rumors and Stock Price Movements - A rumor about Cambricon (寒武纪) receiving monthly orders for 10,000 chips from three major telecom operators led to a stock price surge of over 7% [3][6]. - Cambricon's stock has previously experienced similar spikes due to unfounded rumors, indicating a pattern of market manipulation through misinformation [3][12]. - Other companies, such as Sanhua Intelligent Control (三花智控) and Wanrun Technology (万润科技), have also seen their stock prices dramatically affected by similar rumors [8][12]. Group 2: Mechanisms Behind Rumor Spread - The spread of rumors is often facilitated by quantitative trading models and speculative funds that react to market sentiment, amplifying the effects of these rumors [4][26]. - The article notes that the recent surge in rumors is characterized by targeting popular companies in trending industries, which makes them more susceptible to market manipulation [13][14]. - A systematic approach to rumor creation involves blending real and fabricated information to create a compelling narrative that attracts investor attention [16][17]. Group 3: Types of Rumors - Rumors can be categorized into three main types: performance speculation, asset restructuring, and absurd gossip, each designed to exploit investor psychology [17][18]. - Performance speculation often involves exaggerated claims about large orders or revenue growth, while asset restructuring rumors may mix factual elements with falsehoods to create confusion [17][18]. - Absurd gossip can generate significant market interest despite having little to no basis in reality, as seen in the case of a rumor involving a personal relationship affecting a company's stock [19]. Group 4: Regulatory Challenges - The article highlights the difficulty of regulating the spread of rumors, as they often utilize viral marketing techniques that obscure their origins [23][24]. - The lack of a robust regulatory framework allows these "small essays" to proliferate unchecked, leading to significant market disruptions [23][24]. - The need for improved information disclosure and timely clarifications from companies is emphasized as a way to combat the negative effects of these rumors [27].

Core Viewpoint - The stock price of Cambrian (688256.SH) surged over 7% due to rumors that major telecom operators would order 10,000 chips monthly from the company next year, but the company later clarified that such claims should be verified through official announcements [1][3][5]. Group 1: Cambrian's Stock Movement - Cambrian's stock initially opened lower but later surged to a high of 1,468 CNY, closing at 1,429.5 CNY, marking a daily increase of 4.42% [2]. - The company has previously experienced similar stock price spikes due to unfounded rumors, occurring in March and August of this year [1][10]. - Following the rumor's spread, Cambrian's stock opened lower the next day, dropping nearly 4% in early trading [3]. Group 2: Market Impact of Rumors - Other companies, including Sanhua Intelligent Control (002050.SZ) and Wanrun Technology (002654.SZ), also saw significant stock price fluctuations due to similar rumors [5][9]. - A notable example involved Sanhua Intelligent Control, which experienced a stock price surge after a rumor about securing a $685 million order from Tesla, only to see a sharp decline after the company denied the claims [5][11]. - The recent surge in rumors has predominantly targeted popular sectors and companies, indicating a trend where misinformation is strategically aimed at high-interest stocks [9][10]. Group 3: Mechanisms Behind Rumor Spread - The spread of rumors is often facilitated by a network of social media and stock community platforms, where unverified information can quickly gain traction [7][15]. - The rumors typically exploit investor psychology, leveraging themes of significant orders or partnerships to create a sense of urgency and excitement [12][18]. - A systematic approach to rumor creation involves blending factual elements with fabricated details to enhance credibility and market impact [12][15]. Group 4: Role of Quantitative and Speculative Trading - The involvement of quantitative trading models and speculative funds plays a crucial role in amplifying the effects of these rumors, as they react to market sentiment rather than the veracity of the information [17][18]. - The rapid price movements triggered by rumors often attract retail investors, creating a cycle of buying and selling that benefits those who initiated the rumors [18][19]. - The current market environment, characterized by investor fragility, allows for the manipulation of stock prices through misinformation, highlighting the need for regulatory oversight [11][19].

Group 1 - The gaming sector is experiencing a volatile correction, with the gaming ETF (159869) down nearly 1.5%, while stocks like Xinghui Entertainment, Shunwang Technology, and others are among the biggest decliners, whereas companies like Aofei Entertainment and Guangxian Media are performing well [1] - As of October 22, the gaming ETF (159869) has seen a net inflow of funds amounting to 1.421 billion yuan over the past 10 trading days, indicating strong investor interest, with the product's scale reaching 11.048 billion yuan [1] - The National Press and Publication Administration approved 159 domestic games and 7 imported games in October, maintaining a high issuance level, second only to August's 173 games, with major companies like Tencent and Youzu Network having new games included [1] Group 2 - According to Guangfa Securities, the gaming industry's performance is driven by long-term supply and demand dynamics rather than just quarterly product releases, suggesting that companies with high-quality long-term products will continue to see performance growth [1] - Tencent's gaming fundamentals are showing marginal improvement, and the A-share gaming sector is expected to perform well in Q3, with a focus on companies with outstanding core product performance and quality product reserves [1] - The gaming sector is catalyzed by multiple factors including AI, content, and commercialization model transformations, with the gaming ETF (159869) tracking the Zhongzheng Animation and Gaming Index, reflecting the overall performance of A-share listed companies in the animation and gaming industry [1]