| 证券代码：002174 | 证券简称：游族网络 | 公告编号：2025-070 | | --- | --- | --- | | 债券代码：128074 | 债券简称：游族转债 | | 游族网络股份有限公司 关于游族转债摘牌的公告 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。 重要内容提示： 1、"游族转债"赎回日：2025 年 8 月 28 日 2、"游族转债"摘牌日：2025 年 9 月 8 日 3、"游族转债"摘牌原因：存续期内可转债全部赎回 一、可转债上市发行基本情况 （一）可转债发行情况 经中国证券监督管理委员会《关于核准游族网络股份有限公司公开发行可转 换公司债券的批复》（证监许可〔2019〕1560 号）核准，公司于 2019 年 9 月 23 日公开发行了 11,500,000 张可转债，每张面值 100 元，发行总额 115,000.00 万元。本次公开发行的可转债向公司在股权登记日收市后登记在册的原股东优先 配售，原股东优先配售后余额部分（含原股东放弃优先配售部分）采用网上向社 会公众投资者通过深交所交易系统发售的方式进行。对认购金额不 ...

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、可转债上市发行基本情况 | 证券代码：002174 | 证券简称：游族网络 | 公告编号：2025-069 | | --- | --- | --- | | 债券代码：128074 | 债券简称：游族转债 | | 游族网络股份有限公司 关于游族转债赎回结果的公告 （一）可转债发行情况 经中国证券监督管理委员会《关于核准游族网络股份有限公司公开发行可转 换公司债券的批复》（证监许可〔2019〕1560 号）核准，公司于 2019 年 9 月 23 日公开发行了 11,500,000 张可转债，每张面值 100 元，发行总额 115,000.00 万元。本次公开发行的可转债向公司在股权登记日收市后登记在册的原股东优先 配售，原股东优先配售后余额部分（含原股东放弃优先配售部分）采用网上向社 会公众投资者通过深交所交易系统发售的方式进行。对认购金额不足 115,000.00 万元的部分由主承销商包销。 （二）可转债上市情况 经深交所"深证上〔2019〕640 号"文同意，公司 1,150,000,000.00 元可 转 ...

证券之星消息，9月2日游戏板块较上一交易日下跌0.17%，游族网络领跌。当日上证指数报收于3858.13，下跌0.45%。深证成指报收于12553.84， 下跌2.14%。游戏板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002558 | 巨人网络 | 32.91 | 5.38% | 51.45万 | | 16.54亿 | | 300418 | 昆仑万维 | 43.47 | 4.32% | 183.73万 | | 80.95亿 | | 002602 | ST华通 | 16.00 | 2.63% | 149.67万 | | 23.72亿 | | 002517 | 恺英网络 | 22.55 | 1.12% | - 58.63万 | | 13.38亿 | | 002425 | ST凯文 | 3.90 | 1.04% | 30.04万 | | 1.16亿 | | 600715 | 文投控股 | 2.94 | 0.34% | 231.76万 | | 7.01亿 | ...

Core Insights - The report emphasizes the rapid development and potential of AI Agents across various industries, highlighting their ability to enhance efficiency and automate tasks in sectors such as gaming, healthcare, marketing, education, finance, and office work [2][15][27][31][41][47]. Market Review - The A-share market saw a 1.9% increase during the week of August 25-29, with significant activity in sectors like optical modules and GPUs. The average daily trading volume reached 29.82 billion yuan, up by 3.975 billion yuan from the previous week [3][50]. - The report notes a decrease in the number of stocks rising daily, with 2,317 stocks up on average, down by 806 from the previous week. The number of stocks hitting the daily limit fell from 92 to 73, indicating a weakening profit effect [3][50]. Policy Dynamics - The State Council issued an opinion on the implementation of "Artificial Intelligence+" actions, aiming for widespread integration of AI in six key areas by 2027, with a target application penetration rate exceeding 70% for new intelligent terminals and agents [4][27]. - The Ministry of Industry and Information Technology released guidelines to promote the development of the satellite communication industry, supporting telecom operators in exploring high-orbit satellite applications [4][27]. Industry Trends - The report highlights the World Robot Conference and the approval of the "special edition" Blackwell AI chip for sale in China, indicating advancements in AI technology and robotics [5]. - In the AI gaming sector, AI is primarily focused on efficiency improvements, with future developments expected to introduce more native AI gameplay. A survey indicated that around 80% of game developers believe AI can enhance project efficiency by over 20% [25][26]. - The AI healthcare market is projected to grow from 97.3 billion yuan in 2023 to 159.8 billion yuan by 2028, with a compound annual growth rate of 10.5% [27][28]. AI Applications - AI in marketing addresses challenges such as customer insight and personalized marketing, with content generation being a prominent application. The report notes that young consumers increasingly value personalized experiences [31][32]. - In education, policies are actively promoting the integration of generative AI, with a focus on transforming teaching methods and environments [37][40]. - The financial sector is seeing continuous penetration of AI across various functions, particularly in risk management and compliance, with a shift towards edge deployment of AI models for enhanced data security [41][42]. AI Agent Investment Landscape - The global AI Agent market is expected to grow from $5.25 billion in 2024 to $52.62 billion by 2030, with a compound annual growth rate exceeding 40% [15]. - AI Agents are particularly suited for high-frequency, repetitive tasks, significantly reducing manual intervention and improving efficiency in structured data environments [15][19].

Market Overview - On September 1, the gaming sector declined by 0.69% compared to the previous trading day, with Youzu Network leading the decline [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Individual Stock Performance - Notable gainers included: - Wento Holdings (600715) with a closing price of 2.93, up 10.15% and a trading volume of 1.94 million shares, totaling 553 million yuan [1] - ST Kaiwen (002425) closed at 3.86, up 4.89% with a trading volume of 280,800 shares, totaling 107 million yuan [1] - Major decliners included: - Youzu Network (002174) closed at 16.22, down 4.53% with a trading volume of 698,700 shares, totaling 1.155 billion yuan [2] - Kaiying Network (002517) closed at 22.30, down 4.17% with a trading volume of 864,500 shares, totaling 1.892 billion yuan [2] Capital Flow Analysis - The gaming sector experienced a net outflow of 1.371 billion yuan from institutional investors, while retail investors saw a net inflow of 814 million yuan [2] - Specific stock capital flows showed: - Wento Holdings had a net inflow of 89.38 million yuan from institutional investors, while retail investors had a net outflow of 42.56 million yuan [3] - ST Kaiwen saw a net inflow of 25.72 million yuan from institutional investors, with retail investors experiencing a net outflow of 17.60 million yuan [3]

证券代码：002174 证券简称：游族网络 公告编号：2025-068 （一）股东减持情况 截至 2025 年 8 月 27 日，上述减持计划期限已届满，公司股东王卿泳先生、 王卿伟先生未减持其所持有的公司股份。 （二）股东减持前后持股情况 | | | 注1 | | 注2 | | | --- | --- | --- | --- | --- | --- | | 股东名 | | 本次变动前持有股份 | | 本次变动后持有股份 | | | 称 | 股份性质 | 占当时总股 | | 占目前总股 | | | | 股数(万股) | | | 股数(万股) | | | | | 本比例(%) | | 本比例(%) | | | 合计 | 4,117.7479 | 4.51 | | 4,117.7479 4.20 | | | 王卿伟 | 其中：无限售条件股 | 4,117.7479 | | 4.51 4,117.7479 | 4.20 | | | 有限售条件股 | 0 | 0 | 0 | 0 | | 合计 | 3,243.8319 | 3.56 | | 3,243.8319 3.31 | | | 王卿泳 | 其中：无限售条件股 | ...

Market Overview - On August 29, the gaming sector rose by 1.54%, led by Xinghui Entertainment, while the Shanghai Composite Index closed at 3857.93, up 0.37% [1] - The Shenzhen Component Index closed at 12696.15, up 0.99% [1] Top Gainers in Gaming Sector - Xinghui Entertainment (300043) closed at 5.25, up 5.85% with a trading volume of 2.2598 million shares and a transaction value of 1.194 billion [1] - ST Huaton (002602) closed at 15.53, up 5.00% with a trading volume of 1.6222 million shares and a transaction value of 2.476 billion [1] - Youzu Interactive (002174) closed at 66.91, up 4.55% with a trading volume of 670,000 shares and a transaction value of 1.133 billion [1] Top Losers in Gaming Sector - Glacier Network (300533) closed at 43.45, down 4.84% with a trading volume of 253,100 shares [2] - Shengtian Network (300494) closed at 15.10, down 3.64% with a trading volume of 482,400 shares [2] - Fuchun Co. (300299) closed at 6.96, down 3.33% with a trading volume of 441,500 shares [2] Capital Flow Analysis - The gaming sector experienced a net outflow of 481 million from major funds, while retail investors saw a net inflow of 505 million [2] - The net outflow from speculative funds was 24.3461 million [2] Individual Stock Capital Flow - Kunlun Wanwei (300418) had a net inflow of 330 million from major funds, but a net outflow of 1.57 billion from speculative funds [3] - ST Huaton (002602) saw a net inflow of 180 million from major funds, with a net outflow of 1.27 billion from speculative funds [3] - Youzu Interactive (002174) had a net inflow of 133 million from major funds, but a net outflow of 48.7022 million from speculative funds [3]

Core Insights - Multiple positive factors are driving the performance growth of A-share gaming companies [1] - The majority of disclosed financial reports from gaming companies show revenue growth [1] Industry Summary - As of August 28, several A-share companies, including Sanqi Interactive Entertainment, Perfect World, Gigabit Network, Giant Network, Youzu Interactive, and Shenzhou Taiyue, have released their semi-annual reports for 2025, with most reporting performance growth [1] - The Chinese gaming industry has shown a steady growth trend in the first half of the year [1] - According to the China Audio-Video and Digital Publishing Association's Game Publishing Working Committee, the actual sales revenue of the domestic gaming market reached 168 billion yuan in the first half of 2025, representing a year-on-year increase of 14.08% [1] - The gaming user base in China has reached nearly 679 million, with a year-on-year growth of 0.72%, both figures hitting historical highs [1]

Core Insights - The A-share gaming companies have shown significant performance growth in the first half of 2025, driven by multiple positive factors [1][2][3] - The domestic gaming market in China reached a sales revenue of 168 billion yuan, marking a year-on-year growth of 14.08% [1] - The continuous issuance of game licenses has positively impacted the industry, with 166 domestic games receiving licenses in August, the highest monthly number this year [1] Financial Performance - Jiubang Network reported a revenue of 1.662 billion yuan, a year-on-year increase of 16.47%, and a net profit of 777 million yuan, up 8.27% [2] - Perfect World achieved a revenue of 3.69 billion yuan, with a year-on-year growth of 33.74%, and a net profit of 503 million yuan, soaring by 384.52% [1] - Jibite's revenue reached 2.518 billion yuan, reflecting a growth of 28.49%, and a net profit of 645 million yuan, up 24.50% [1] Market Trends - ST Huatuo is expected to report a revenue of approximately 17 billion yuan, a year-on-year increase of about 83.27%, with net profit projections between 2.4 billion to 3 billion yuan, reflecting a growth of 107% to 159% [3] - Major gaming companies are significantly increasing their investments in AI, which is enhancing operational efficiency [3][4] AI Integration - Youzu Network has developed an integrated AI platform that improves the quality and efficiency of various game development processes, including art assets and localization [3] - 37 Interactive Entertainment reported that over 80% of its 2D art assets are generated with AI assistance, producing over 500,000 images quarterly [4] - Perfect World has fully integrated AI tools into its development pipeline, significantly enhancing research and development efficiency through the use of AIGC [4]

Industry Overview - The A-share gaming companies have shown performance growth, with several companies reporting positive financial results for the first half of 2025 [1][2] - The domestic gaming market achieved a sales revenue of 168 billion yuan in the first half of 2025, marking a year-on-year growth of 14.08% [1] - The number of gaming users reached approximately 679 million, a year-on-year increase of 0.72%, both figures hitting historical highs [1] Company Performance - Jiubite reported a revenue of 2.518 billion yuan, up 28.49% year-on-year, and a net profit of 645 million yuan, an increase of 24.50% [1] - Perfect World achieved a revenue of 3.69 billion yuan, a year-on-year growth of 33.74%, with net profit soaring by 384.52% to 503 million yuan [1] - Giant Network's revenue was 1.662 billion yuan, reflecting a year-on-year increase of 16.47%, and a net profit of 777 million yuan, up 8.27% [2] - ST Huatuo projected a revenue of approximately 17 billion yuan for the first half of 2025, a growth of about 83.27%, with net profit expected to rise between 24 million to 30 million yuan, an increase of 107% to 159% [3] AI Integration - Major gaming companies are significantly increasing their investments in AI, which is enhancing operational efficiency [3][4] - Youzu Network has developed an integrated AI platform that improves the quality and efficiency of various game development processes, including art assets and localization [3] - 37 Interactive Entertainment reported that over 80% of its 2D art assets are generated with AI assistance, producing over 500,000 images quarterly [4] - Perfect World has fully integrated AI tools into its development pipeline, significantly boosting research and development efficiency through the use of AIGC (Artificial Intelligence Generated Content) [4]