Group 1 - The mobile gaming sector saw an increase of 1.76% as of the market close on September 10, ranking 9th among concept sectors, with 48 stocks rising, including Giant Network, Wolong New Energy, and ST Kevin hitting the daily limit up [1] - Notable gainers in the mobile gaming sector included Xinghui Entertainment, Mango Super Media, and Kunlun Wanwei, which rose by 9.25%, 5.52%, and 4.71% respectively [1] - The sector experienced a net inflow of 785 million yuan from major funds, with 34 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflow, led by Mango Super Media with 188 million yuan [2][3] Group 2 - The top stocks by net inflow ratio included Mango Super Media, Perfect World, and Shengtian Network, with net inflow ratios of 14.34%, 11.84%, and 11.12% respectively [3] - The mobile gaming concept's net inflow rankings showed Mango Super Media leading with a net inflow of 188 million yuan, followed by Perfect World and Tianyu Digital Science with 165 million yuan and 153 million yuan respectively [2][3] - Stocks such as Giant Network and ST Kevin also showed significant performance, with Giant Network increasing by 10.01% and ST Kevin by 4.91% [1][6]

Group 1 - The core viewpoint of the news highlights the recent stock performance and financial metrics of Sanqi Interactive Entertainment, indicating a significant increase in stock price and trading activity [1][2] - As of September 10, the stock price of Sanqi Interactive Entertainment was 22.28 CNY per share, with a year-to-date increase of 49.99% and a 14.49% rise over the past five trading days [1] - The company has a market capitalization of 49.29 billion CNY and has seen a net outflow of 3.46 million CNY in principal funds recently [1] Group 2 - Sanqi Interactive Entertainment's main business involves the development, publishing, and operation of mobile and web games, with mobile games accounting for 97.09% of its revenue [1][2] - For the first half of 2025, the company reported a revenue of 8.49 billion CNY, a year-on-year decrease of 8.08%, while the net profit attributable to shareholders was 1.40 billion CNY, reflecting a year-on-year growth of 10.72% [2] - The company has distributed a total of 11.04 billion CNY in dividends since its A-share listing, with 6.70 billion CNY distributed in the last three years [3]

分红方面，三七互娱A股上市后累计派现110.38亿元。近三年，累计派现67.02亿元。 机构持仓方面，截止2025年6月30日，三七互娱十大流通股东中，香港中央结算有限公司位居第一大流 通股东，持股1.33亿股，相比上期增加6212.90万股。华夏中证动漫游戏ETF（159869）位居第六大流通 股东，持股3693.69万股，相比上期增加687.78万股。华泰柏瑞沪深300ETF（510300）、易方达沪深 300ETF（510310）退出十大流通股东之列。 责任编辑：小浪快报 融券方面，三七互娱9月9日融券偿还2300.00股，融券卖出3.53万股，按当日收盘价计算，卖出金额 80.27万元；融券余量6.66万股，融券余额151.45万元，超过近一年80%分位水平，处于高位。 资料显示，三七互娱网络科技集团股份有限公司位于安徽省芜湖市瑞祥路88号皖江财富广场B1座7层 7001号，成立日期1995年5月26日，上市日期2011年3月2日，公司主营业务涉及手机游戏和网页游戏的 研发、发行和运营。主营业务收入构成为：移动游戏97.09%，网页游戏2.08%，其他0.83%。 截至6月30日，三七互娱股东户数15 ...

本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站（https://rs.p5w.net），或关注微信 公众号：全景财经，或下载全景路演APP，参与本次互动交流，活动时间为2025年9月15日（周一） 15:00-17:00。届时公司高管将在线就公司业绩、公司治理、发展战略、经营状况和可持续发展等投资者 关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告！ 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。 为进一步加强与投资者的互动交流，三七互娱网络科技集团股份有限公司（以下简称"公司"）将参加由 安徽证监局指导，安徽上市公司协会与深圳市全景网络有限公司联合举办的"2025年安徽上市公司投资 者网上集体接待日"活动，现将相关事项公告如下： 登录新浪财经APP 搜索【信披】查看更多考评等级 三七互娱网络科技集团股份有限公司 证券代码：002555 证券简称：三七互娱 公告编号：2025-048 三七互娱网络科技集团股份有限公司关于参加2025年安徽辖区上市公司投资者网上集体接待日活动的公 告 董 事 会 二〇二五年九月九日 ...

Summary of the Conference Call for Sanqi Interactive Entertainment Company Overview - **Company**: Sanqi Interactive Entertainment - **Industry**: Gaming Key Points and Arguments 1. **Revenue Performance**: Sanqi Interactive Entertainment experienced a slight decline in revenue in the first half of the year but maintained overall stability, showcasing solid fundamentals and forward-looking strategic planning. The removal of valuation suppression factors presents a good opportunity for attention [2][3] 2. **Market Growth**: The gaming market is experiencing considerable growth, particularly when excluding Tencent and NetEase from market share calculations. Sanqi has a long-standing accumulation in category cycles and regional markets, demonstrating sensitivity to market opportunities [2][5] 3. **Strong Performance in SLG Segment**: Sanqi has shown strong performance in the SLG (Simulation and Strategy Game) segment, with a rich reserve of products including five self-developed and five agency products. Future products will focus on high user volume themes, which are crucial for market growth [2][6] 4. **Globalization and Diversification Strategy**: The company has made significant progress in its globalization, diversification, and premiumization strategies. Despite a decline in domestic market share, it still holds a high overseas market share, with domestic mobile game market share reaching 13% and overseas market share peaking at 7.4% [2][7] 5. **Mini Games Market**: The mini games market is large and continues to grow, with projections indicating a market size of 40 billion in 2024. Sanqi remains a leading player in this field, having accumulated deep methodologies in self-developed mini games, which may lead to breakthroughs in the future [2][8][9] 6. **Q2 Performance**: The company exceeded expectations in Q2, primarily due to reduced marketing expenses leading to significant profit release elasticity. Optimized marketing strategies, especially in advertising spending, contributed to profit growth despite revenue pressures from older products [2][10] 7. **AI Technology in Advertising**: Sanqi has introduced an AI advertising system in 2023, with plans for further application in 2025 for SLG and other high-volume products. AI-generated materials have improved efficiency and effectiveness in advertising, benefiting major products [2][11] 8. **Future Opportunities**: Sanqi is currently at the left side of the product cycle bottom. The upcoming year (2025) is expected to bring significant opportunities due to the resonance of product cycle upturns and category cycle upturns, supported by a solid accumulation in profitable categories and a rich product reserve [2][12] Other Important Insights - **Valuation Recovery**: The gradual removal of stock price suppression factors is likely to lead to valuation recovery opportunities for Sanqi [3] - **Marketing Strategy Optimization**: The company has successfully optimized its marketing strategies, particularly in advertising buy volume, which has yielded positive results [4][10] This summary encapsulates the essential insights from the conference call, highlighting the company's current status, strategic direction, and future potential in the gaming industry.

证券代码：002555 证券简称：三七互娱 公告编号：2025-048 特此公告！ 三七互娱网络科技集团股份有限公司 董 事 会 二〇二五年九月九日 关于参加 2025 年安徽辖区上市公司投资者 网上集体接待日活动的公告 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。 为进一步加强与投资者的互动交流，三七互娱网络科技集团股份有限公司（以下简称"公 司"）将参加由安徽证监局指导，安徽上市公司协会与深圳市全景网络有限公司联合举办的 "2025 年安徽上市公司投资者网上集体接待日"活动，现将相关事项公告如下： 本 次 活 动 将 采 用 网 络 远 程 的 方 式 举 行 ， 投 资 者 可 登 录 " 全 景 路 演 " 网 站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参与本次 互动交流，活动时间为 2025 年 9 月 15 日（周一）15:00-17:00。届时公司高管将在线就公 司业绩、公司治理、发展战略、经营状况和可持续发展等投资者关心的问题，与投资者进行 沟通与交流，欢迎广大投资者踊跃参与！ 三七互娱 ...

Core Viewpoint - The stock of Sanqi Interactive Entertainment experienced a significant increase, reaching a daily limit up with a turnover rate of 11.90% and a transaction volume of 4.086 billion yuan, indicating strong market interest and activity [1]. Group 1: Trading Activity - The stock's daily price deviation reached 9.10%, leading to its listing on the Shenzhen Stock Exchange's watch list [1]. - Institutional investors net bought 93.4598 million yuan, while the Shenzhen Stock Connect saw a net purchase of 3.0304 million yuan [1]. - The top five trading departments accounted for a total transaction volume of 1.399 billion yuan, with net buying of 266 million yuan [1]. Group 2: Institutional Involvement - Three institutional special seats were involved in trading, with a total buying amount of 212 million yuan and selling amount of 119 million yuan, resulting in a net purchase of 93.4598 million yuan [1]. - The main capital inflow for the stock was 417 million yuan, with large orders contributing 429 million yuan to the net inflow [1]. Group 3: Financing and Ratings - As of September 5, the stock's margin trading balance was 2.007 billion yuan, with a financing balance of 2.006 billion yuan and a securities lending balance of 61.36 thousand yuan [2]. - Over the past five days, the financing balance increased by 378 million yuan, representing a growth of 23.21% [2]. - Two institutions rated the stock as a buy, with Dongfang Securities setting the highest target price at 27.50 yuan [2].

Core Viewpoint - Sanqi Interactive Entertainment (002555.SZ) experienced a limit-up in stock price today, with a turnover rate of 11.9% and a transaction volume of 4.086 billion yuan [1] Trading Activity - The "Shandong Gang" was the second-largest buyer, net purchasing 192 million yuan, while the "Wenzhou Gang" was the fifth-largest seller, net selling 38.51 million yuan [1] - The top five buying trading departments accounted for a total of 83.27 million yuan, representing 20.38% of the total transaction volume [1] Top 5 Buying Trading Departments - 1. Shenzhen Stock Connect Special Account: 307.48 million yuan (7.53%) - 2. Dongfang Securities Co., Ltd. Xiamen Xianyue Road Securities Office: 192.76 million yuan (4.72%) - 3. Guotai Haitong Securities Co., Ltd. Xianning Xianning Avenue Securities Office: 117.03 million yuan (2.86%) - 4. Institutional Special Account: 105.98 million yuan (2.59%) - 5. Institutional Special Account: 68.16 million yuan (1.67%) [1] Top 5 Selling Trading Departments - 1. Shenzhen Stock Connect Special Account: 307.48 million yuan (7.53%) - 2. STHOREY, COIT Huatai Securities Co., Ltd. Jiangxi Branch: 0.55 million yuan (0.01%) - 3. Institutional Special Account: 37.83 million yuan (0.93%) - 4. Guotai Haitong Securities Co., Ltd. Beijing Yizhuang Hongda North Road Securities Office: 0.74 million yuan (0.02%) - 5. Huatai Securities Co., Ltd. Jiangyin Futai Road Securities Office: 2.14 million yuan (0.05%) [1]

Market Overview - On September 8, the gaming sector rose by 3.28%, led by Sanqi Interactive Entertainment [1] - The Shanghai Composite Index closed at 3826.84, up 0.38%, while the Shenzhen Component Index closed at 12666.84, up 0.61% [1] Individual Stock Performance - Sanqi Interactive Entertainment (code: 002555) closed at 22.28, with a gain of 10.02% and a trading volume of 1.9023 million shares, amounting to a transaction value of 4.086 billion [1] - Other notable performers included: - Kaiying Network (code: 002517) with a closing price of 24.25, up 6.36% [1] - Glacier Network (code: 300533) closed at 40.75, up 5.32% [1] - Perfect World (code: 002624) closed at 16.54, up 4.35% [1] Capital Flow Analysis - The gaming sector experienced a net outflow of 260 million from institutional investors, while retail investors saw a net inflow of 349 million [2][3] - Sanqi Interactive Entertainment had a net inflow of 334 million from institutional investors, but a net outflow of 178 million from speculative funds [3] ETF Performance - The Gaming ETF (code: 159869) tracking the China Animation and Gaming Index saw a decline of 4.00% over the past five days, with a net inflow of 68.378 million [5] - The Food and Beverage ETF (code: 515170) decreased by 1.47%, with a net outflow of 18.947 million [5]

三七互娱今日涨停，成交额40.86亿元，换手率11.90%，盘后龙虎榜数据显示，深股通专用席位买入 3.07亿元并卖出3.04亿元，2家机构专用席位净买入1.08亿元，有1家机构专用席位净卖出1485.72万元。 ...