5月份，格力电器和江苏银行均获得6家券商推荐，当月股价分别上涨4.11%、8.07%；海大集团获得5家 券商推荐，当月股价上涨9.25%。 券商金股组合指数的表现也能反映出券商研究所的业务实力。5月份，有26只券商金股组合指数实现上 涨，其中14只券商金股组合指数当月涨超3%。"国元证券金股指数"当月上涨11.91%，涨幅居首；"国盛 证券金股指数""华创证券金股指数""浙商证券金股指数"当月分别上涨5.29%、4.8%、4.63%。 本报记者 周尚伃 见习记者 于宏 近日，券商密集发布6月份金股名单。截至6月2日，券商已合计推荐132只金股，其中，亚钾国际被推荐 次数暂居第一，已获得4家券商推荐。从行业分布来看，上述132只金股中，来自工业和信息技术行业 （Wind一级行业，下同）的金股数量较多。展望6月份市场行情，多位券商分析师预计，科技、消费板 块仍为投资主线。 5月份最强金股涨超45% 回顾5月份，券商5月份合计推荐的272只金股中，132只金股当月股价实现上涨，占比48.53%。32只金 股当月股价涨幅超10%，占比11.76%。 具体来看，5月份涨幅最高的金股为天风证券推荐的潮宏基，当月涨幅为45 ...

游戏板块整体估值维持在 15-18 倍，暑期档游戏和 AI 应用数据预计表 现良好，多模态模型可能成为催化剂，建议投资者超配游戏板块。 恺英网络在传奇游戏市场占据超过 50%的市占率，通过搭建用户平台和 打造传奇生态延长玩家生命周期，降低投流成本，"传奇盒子"收入显 著增长，日活用户稳步提升。 恺英网络自 2024 年第四季度以来加快新产品上线节奏，包括 SLG 产品 "三国天下归心"、大 IP 产品"大富翁"和"拳皇"等，多款产品预计 在 8-9 月份上线。 恺英网络积极拓展海外业务，已在香港和韩国设立办公室，收购复古情 怀 IP，搭建海外发行平台，2025 年海外业务有望延续高增长态势，重 点关注东南亚市场 RO 仙境传说等 IP 产品。 恺英网络在 AI 领域布局 AI 陪伴、社交应用"IF"，女性向产品研发进展 顺利，计划暑期发布 AI 游戏引擎 2.0 版本，并探索 AI 辅助创作的双边 用户平台商业逻辑。 恺英网络还布局了 AI 玩具，如晚安羊和忘忧鸟，并与大鹏眼镜合作探索 AI 眼镜生态。 恺英网络 20250531 摘要 从去年（2024 年）第四季度至今，恺英网络的新产品上线节奏明显加快。例 ...

Group 1 - The core viewpoint of the news highlights the performance of the CSI 500 Quality Growth Index and its constituent stocks, indicating a slight increase in the index and notable gains in specific stocks like Debang Co., Ltd. and Laofengxiang [1] - As of April 2025, the cumulative year-on-year revenue growth for industrial enterprises was 3.2%, while profit growth was 1.4%, showing a slight decline from previous values [1] - The CSI 500 Quality Growth ETF closely tracks the CSI 500 Quality Growth Index, which selects 100 companies with high profitability, sustainable earnings, and strong cash flow from the CSI 500 Index [2] Group 2 - The top ten weighted stocks in the CSI 500 Quality Growth Index account for 24.07% of the index, with notable companies including Chifeng Jilong Gold Mining and Ninebot [2] - The performance of the CSI 500 Quality Growth ETF is influenced by the underlying index, which reflects the profitability and growth potential of its constituent companies [2] - The analysis indicates that the impact of tariffs on profitability may be delayed, with uncertainties surrounding profit recovery due to low capacity utilization in the mid and downstream sectors [2]

证券代码：002517 证券简称：恺英网络 公告编号：2025-040 恺英网络股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、股东大会审议通过利润分配方案的情况 度利润分配方案的议案》。具体内容详见公司 2025 年 5 月 24 日披露在巨潮资讯 网（www.cninfo.com.cn）上的《2024 年年度股东大会决议公告》（公告编号： 记的总股本为基数，向全体股东每 10 股派发现金红利 1 元（含税），不送红股， 不以资本公积金转增股本。如在利润分配方案实施前公司总股本发生变化，则以 未来实施本次分配方案时股权登记日的公司总股本为基数进行利润分配，分配比 例保持不变。 案及其调整原则一致。 超过两个月。 二、权益分派方案 本公司 2024 年年度权益分派方案为：以公司现有总股本 2,136,443,234 股为 基数，向全体股东每 10 股派 1.000000 元人民币现金（含税；扣税后，通过深股 通持有股份的香港市场投资者、境外机构（含 QFII、RQFII）以及持有首发前限 售股的个人和证券投资基金每 10 股派 0.90000 ...

证券代码：002517 证券简称：恺英网络 公告编号：2025-040 恺英网络股份有限公司 2024 年年度权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、股东大会审议通过利润分配方案的情况 1、2025 年 5 月 23 日，公司 2024 年年度股东大会审议通过了《关于 2024 年 度利润分配方案的议案》。具体内容详见公司 2025 年 5 月 24 日披露在巨潮资讯 网（www.cninfo.com.cn）上的《2024 年年度股东大会决议公告》（公告编号： 2025-039）。本次分配方案为：以公司 2024 年度实施权益分派时股权登记日登 记的总股本为基数，向全体股东每 10 股派发现金红利 1 元（含税），不送红股， 不以资本公积金转增股本。如在利润分配方案实施前公司总股本发生变化，则以 未来实施本次分配方案时股权登记日的公司总股本为基数进行利润分配，分配比 例保持不变。 二、权益分派方案 本公司 2024 年年度权益分派方案为：以公司现有总股本 2,136,443,234 股为 基数，向全体股东每 10 股派 1.000 ...

Group 1 - The Media ETF (159805.SZ) increased by 1.81%, with the associated index, the CSI Media Index (399971.SZ), rising by 1.88% [1] - Key component stocks such as Kunlun Wanwei rose by 6.51%, Youzu Interactive by 9.97%, Giant Network by 4.56%, and Kying Network by 2.35% [1] - The IP economy concept stocks strengthened again, with Youzu Interactive hitting the daily limit, and Ice Glacier Network rising over 10% [1] Group 2 - Huajin Securities noted that the issuance of game licenses in May reached a record high, suggesting investment opportunities from quality content [1] - The report highlighted that Giant Network is expanding its reach through quality IP and AI matrix to create new gaming formats, while Kying Network is expected to drive performance growth with its premium game reserves and AI+IP matrix [1] - According to招商证券, 130 domestic game licenses and 14 import licenses were issued in May, indicating a positive impact from policy support on the gaming sector [1]

国浩律师（上海）事务所 关于恺英网络股份有限公司 2024 年年度股东大会法律意见书 致：恺英网络股份有限公司 恺英网络股份有限公司（以下简称"公司"）2024 年年度股东大会于 2025 年 5 月 23 日召开。国浩律师（上海）事务所（以下简称"本所"）经公司聘请，委派 经办律师出席会议，并根据《中华人民共和国公司法》（以下简称"《公司法》"）、 《中华人民共和国证券法》（以下简称"《证券法》"）等法律、法规及中国证券 监督管理委员会（以下简称"中国证监会"）《上市公司股东会规则》（以下简称 《股东会规则》）和《恺英网络股份有限公司章程》（以下简称《公司章程》）， 就本次股东大会的召集、召开程序、出席大会人员资格、会议表决程序等事宜发 表法律意见。 为出具本法律意见书，本所律师审查了公司提供的有关本次大会各项议程及 相关文件，听取了公司董事会就有关事项所作的说明。 在审查有关文件的过程中，公司向本所律师保证并承诺，其向本所提供的文 件和所作的说明是真实的，有关副本材料或复印件与原件一致。 公司向本所律师保证并承诺，公司已将全部事实向本所披露，无任何隐瞒、 遗漏、虚假或误导之处。 经验证，公司本次股东大会的 ...

证券代码：002517 证券简称：恺英网络 公告编号：2025-039 恺英网络股份有限公司 2024 年年度股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 重要提示： ●本次会议召开期间无否决提案的情形。 ●本次股东大会未涉及变更以往股东大会决议的情形。 一、会议召开情况 1、会议通知情况：恺英网络股份有限公司（以下简称"公司"）董事会于 2025 年 4 月 26 日在《中国证券报》、《上海证券报》、《证券时报》、《证券 日报》和巨潮资讯网（www.cninfo.com.cn）发布了《关于召开 2024 年年度股东 大会的通知》（公告编号:2025-027）。 2、会议召开的日期、时间： （1）现场会议时间：2025年5月23日（星期五）14:00 （2）网络投票时间： 通过深圳证券交易所交易系统进行网络投票的具体时间为：2025年5月23日 的交易时间，即9:15—9:25，9:30－11:30，13:00－15:00； 通过深圳证券交易所互联网投票系统投票的具体时间为：2025年5月23日 09:15-15:00。 3、现场会议召开地 ...

Group 1 - The China Securities 500 Quality Growth Index (930939) increased by 0.59% as of May 23, 2025, with notable gains from Huahai Pharmaceutical (600521) at 8.66%, Betta Pharmaceuticals (300558) at 6.12%, and Xinlitai (002294) at 5.79% [1] - The 500 Quality Growth ETF (560500) rose by 0.75%, with the latest price at 0.95 yuan [1] - The Chief Risk Officer announced a more flexible and precise issuance counter-cyclical adjustment mechanism to better align investment and financing in the capital market [1] Group 2 - Bohai Securities indicated that future market opportunities will depend on incremental changes, suggesting that in case of unexpected downturns due to external risks or investor sentiment, investors should consider counter-cyclical strategies [2] - The report emphasized a "barbell" allocation strategy, focusing on high-dividend and relatively underweighted banking sectors, while also looking for thematic investment opportunities in mergers and acquisitions and new consumption sectors [2] - The 500 Quality Growth Index selects 100 companies with high profitability, sustainable earnings, and strong cash flow from the China Securities 500 Index, providing diverse investment options [2] Group 3 - As of April 30, 2025, the top ten weighted stocks in the China Securities 500 Quality Growth Index accounted for 24.07% of the index, with Chifeng Jilong Gold Mining (600988) being the highest at 3.13% [3] - The top ten stocks include companies like Ninebot (689009), Kaiying Network (002517), and Shenghong Technology (300476), with varying weightings and performance [5]

Group 1: Game Industry Performance - The gaming sector showed resilience with a closing increase of over 1% on May 22, 2025, with notable stocks like Kunlun Wanwei reaching a 20% limit up and Youzu Network and Iceberg Network also performing well [1] - The gaming industry is experiencing significant growth, with Q1 2025 revenue reaching 26.719 billion yuan, a year-on-year increase of 21.93%, and net profit attributable to shareholders rising by 47.08% to 3.482 billion yuan, indicating a recovery towards the five-year average [1] Group 2: New Consumption Trends - The rise of new consumption sectors, represented by pet economy and trendy toys, is driven by generational shifts in consumer behavior, particularly among Generation Z, who prioritize emotional value and personalized experiences [1] - Bubble Mart's Labubu series has successfully topped the shopping charts on the US App Store, indicating a strong market expansion and a shift from a toy supplier to a global IP group [2] Group 3: Company Profiles - Kunlun Wanwei is one of China's largest web game developers and operators, with a diverse portfolio including large-scale web games, social web games, mobile network games, and client games [2] - Iceberg Network focuses on developing large multiplayer online games using its proprietary engine technology, combining self-operated and authorized operations [2] - Sheng Tian Network has established its position in the industry with its "Yile You Wang Yu Platform" designed for internet cafes, focusing on efficient management of entertainment content and game updates [3] - Aofei Entertainment is leveraging its own anime brands to gradually launch games, exploring the value of its anime properties [3] - Shenzhou Taiyue provides high-quality gaming products for global players and digital solutions for enterprise clients [3] - Yaoji Technology is dedicated to creating high-quality original online games for leisure and entertainment [4] - Kaiying Network operates the XY.COM platform, a well-known premium web game operation platform in China [5] - Youzu Network specializes in the development, publishing, and operation of mobile and PC games [5]