2025年8月26日，三七互娱(002555.SZ)发布2025年中报。 | 序号 | 股东名称 | 持股比例 | | --- | --- | --- | | J | 李卫伟 | 14.61% | | 2 | 曾开天 | 11.14% | | 3 | 胡宇航 | 9.11% | | 4 | 香港中央结算有限公司 | 6.01% | | 5 | 吴卫东 | 1.88% | | ર | 徐志高 | 1.76% | | 1 | 中国民生银行股份有限公司-华夏中证动漫游戏交易型开放式指数证券投资基金 | 1.67% | | 8 | 吴卫红 | 1.59% | | 9 | 李兴平 | 0.79% | | 10 | 三七互娱网络科技集团股份有限公司-第四期员工持股计划 | 0.74% | 公司最新毛利率为76.71%。最新ROE为10.77%，较去年同期ROE增加0.77个百分点。 公司摊薄每股收益为0.64元，较去年同报告期摊薄每股收益增加0.07元，实现2年连续上涨，同比较去年 同期上涨12.28%。 公司最新总资产周转率为0.42次。 公司股东户数为15.05万户，前十大股东持股数量为10.91亿股，占总股本比例为 ...

来源：choice金融终端 来源：上海证券报·中国证券网 | 序号 代码 | 名称 | 最新 | 涨幅% ↓ | 版 | | --- | --- | --- | --- | --- | | 1 | 002555 三七互娱 | 19.46 | 10.01 | 1.77 | | 2 | 002261 拓维信息 | 39.31 | 7.38 | 2.70 | | 3 | 300533 冰川网络 | 44.33 | 6.85 | 2.84 | | ব | 002558 巨人网络 | 32.13 | 3.91 | 1.21 | | 5 | 300052 ST中青宝 | 12.32 | 3.70 | 0.44 | | 6 | 600637 东方明珠 | 9.34 | 3.66 | 0.33 | | 7 | 600715 文投控股 | 2.61 | 3.16 | 0.08 | | 8 | 002624 完美世界 | 16.58 | 2.92 | 0.47 | 上证报中国证券网讯 8月26日早盘，游戏股表现活跃，截至9时36分，三七互娱涨停，拓维信息涨超 7%，冰川网络涨逾6%，巨人网络、完美世界等跟涨。 ...

格隆汇8月26日｜A股市场网络游戏股集体走强，其中，三七互娱涨停，报19.46元，股价创2023年12月 以来新高；冰川网络涨超8%，盛天网络、巨人网络涨超4%。 另外，行业消息面上，国家新闻出版署昨日正式公布2025年8月游戏版号审批结果，共166款国产网络游 戏和7款进口网络游戏获批，单月总量达173款，刷新年内新高。 个股消息面上，三七互娱昨晚公布，2025上半年实现营收84.86亿元，归母净利润14亿元，同比增长 10.72%。同时，三七互娱半年度拟向全体股东每10股派送现金股利2.10元(含税)，拟现金分红金额约 4.62亿元(含税)。结合公司今年一季度，已实施的现金分红4.62亿元，预计上半年分红金额将高达9.24亿 元。 ...

Market Overview - US stock market experienced a one-day rebound, with major indices retreating and the Dow Jones leaving record highs. Pharmaceutical stocks, particularly Merck, fell over 2% following Trump's remarks on drug price reductions [1][28] - Technology giants showed mixed results: Microsoft and Apple declined, while Nvidia rose by 1% and Tesla by nearly 2% [1] - Chinese concept stocks saw a four-day rise, with Pinduoduo's stock increasing nearly 5% after its earnings report, ultimately closing up by nearly 0.9% [1] Company News - Orsted, a Danish wind energy giant, saw its stock drop over 16% after the US government halted a wind power project [2][31] - Puma's stock surged by 16% amid reports that its major shareholder, the Pino family, is considering selling shares [2][21] - Nvidia announced its new Jetson Thor AI, which boasts a 6.5 times increase in computing power compared to its predecessor, aimed at real-time AI processing [19] - Google detailed its next-generation Ironwood TPU architecture, achieving a 16-fold performance increase, with a single chip reaching 4614 TFLOPs [19] - Pinduoduo reported a 7% slowdown in revenue growth for Q2, with net profit decline narrowing to 4%, better than expected [11][26] Industry Insights - The AI sector is witnessing a shift towards application layers, with GPU demand surging by 20 times due to the transition to new computing paradigms [29] - The wind energy sector is expected to see growth in gearbox components due to increasing market share and demand [32] - The steel industry is showing strong performance, with some leading companies achieving high growth despite high baseline performance [32]

Group 1 - The National Press and Publication Administration announced the approval of 166 domestic games and 7 imported games in August 2025, marking a new monthly high for domestic game approvals this year [1] - Among the 166 domestic games, 107 are mobile games, 39 are mobile casual puzzle games, 17 are mobile and client games, 1 is a console game (PS5), and 2 are client games [1] - Major companies like NetEase and Bilibili have successfully obtained approvals for their games, indicating strong performance among leading firms in the industry [1] Group 2 - Several A-share game companies reported positive impacts from the issuance of game approvals, with Baotong Technology highlighting the role of approvals in the recovery of the domestic game industry [2] - Tom Cat mentioned that the game industry is experiencing a dual drive of policy support and technological innovation, with 757 domestic and 55 imported game approvals issued in the first half of 2025, reflecting an 18% year-on-year increase [2] - The domestic game market achieved a sales revenue of 168 billion yuan in the first half of 2025, a 14.08% year-on-year growth, with the user base reaching nearly 679 million, marking a historical high [2]

Group 1 - The National Press and Publication Administration approved a total of 173 games in August, including 166 domestic and 7 imported games, setting a new high for the year [1][2] - By August 2025, over 1100 games have been approved in total for the year, with 1119 games receiving approval, an increase of 193 compared to the same period last year [4] - Among the 166 domestic games, there are 107 mobile games, 39 mobile-casual puzzle games, 17 mobile and client games, 2 client games, and 1 console game [1] Group 2 - Notable companies with approved products include NetEase with "Tianxia: Wanxiang," Century Huatong with "Legend of the Ancients," and Bilibili with "Escape from Duckkov" [1] - The 7 imported games include "Kaeas Dreamland" by Xiaoming Taiji and Tencent Games, "Age of Discovery: Origins" by Century Huatong, and "Dudu Face Prank" by Bilibili [2] - Some games underwent approval information changes, such as "Matrix: Zero Day Crisis" adding a console version and "Tianya Mingyue Dao" being renamed to "Tianya Mingyue Dao: World" with an added client version [4]

Core Viewpoint - The National Press and Publication Administration has approved a total of 173 games in August 2025, setting a new record for the year, with 166 domestic and 7 imported games approved, indicating a sustained high level of game license issuance in the industry [1][2]. Group 1: Domestic Game Approvals - Among the 166 domestic games, there are 17 mobile and client games, 2 client games, 1 PS5 game, and 146 mobile games, including 39 casual puzzle games [2]. - The cumulative number of game licenses issued in 2025 has surpassed 1,119, which includes 1,050 domestic and 69 imported games, representing an increase of 193 licenses compared to the same period last year [2]. Group 2: Listed Companies Involved - Key products from listed companies include NetEase's "Tianxia: Wanxiang," Icefire Network's "Super Energy Fighter" and "Qianji Array," and 37 Interactive Entertainment's "Super Cow Hero" and "Doupo Cangqiong: Dou Di Road" [2]. - Other notable companies with approved games include G-bits, ST Zhongqingbao, China Mobile's Migu Interactive Entertainment, Bilibili, Kying Network, Alibaba's Lingxi Interactive Entertainment, ST Huatuo, and Tom Cat [2]. Group 3: Imported Game Approvals - The imported games approved include Bilibili's "Dudu Face Prank," Tencent's "Kaeas Dreamland," and ST Huatuo's "Age of Discovery: Origin" [3].

每经头条（nbdtoutiao）——A股成交连续8天破2万亿元，券商招聘也来了！行业巨头秋招"求才"，25个 岗位都有什么特点？ （记者 张喜威） 截至发稿，三七互娱市值为391亿元。 每经AI快讯，三七互娱（SZ 002555，收盘价：17.69元）8月25日晚间发布公告称，公司第七届第二次 董事会会议于2025年8月25日在公司会议室以现场与通讯结合的方式召开。会议审议了《关于2025年中 期分红规划的议案》等文件。 2024年1至12月份，三七互娱的营业收入构成为：网络游戏行业占比99.15%，其他业务占比0.85%。 ...

Core Viewpoint - Despite a slight decline in revenue, the company achieved profit growth in the first half of 2025, driven by successful new game launches and the continued contribution from existing games [1]. Financial Performance - The company reported a revenue of 8.486 billion yuan, a year-on-year decrease of 8.08% - Net profit attributable to shareholders was 1.4 billion yuan, an increase of 10.72% compared to the previous year [1]. New Game Performance - The new games "Time Explosion" and "Heroes No Flash" performed exceptionally well, with "Time Explosion" reaching the top of the iOS free chart and "Heroes No Flash" entering the top five of the iOS sales chart [2]. - The self-developed game "Douluo Continent: Hunting Soul World" also topped the iOS free chart after its public beta in July 2025 [2]. Product Pipeline and IPs - The company has over 20 games in its product pipeline, covering various themes such as Western fantasy, Eastern fantasy, and historical settings [3]. - The company holds adaptation rights for several well-known IPs, including "Doupo Cangqiong" and "Douluo Dalu" [3]. Dividend Distribution - The company announced a cash dividend of 2.10 yuan per 10 shares, totaling approximately 462 million yuan, with cumulative dividends for the first half of 2025 expected to reach 924 million yuan, accounting for about 66% of the net profit [3].

Financial Performance - In the first half of 2025, the company achieved operating revenue of 8.486 billion yuan and a net profit attributable to shareholders of 1.4 billion yuan, representing a year-on-year growth of 10.72% [1] - The company plans to distribute a cash dividend of 2.10 yuan per 10 shares, amounting to approximately 462 million yuan, with total dividends for the half-year expected to reach 924 million yuan [1] Product Development - The company has launched several successful new products, with the highest monthly revenue from mobile games reaching approximately 2.2 billion yuan [2] - Notable game releases include "Time Explosion," which topped the iOS free chart, and "Douluo Continent: Soul Hunter World," which quickly ascended to the iOS free chart and ranked 13th on the iOS revenue chart [2] - The company continues to maintain strong product vitality with titles like "Seeking the Great Thousand" and "Time Grocery Store," which have implemented innovative marketing strategies to enhance user engagement [2] Strategic Focus - The company is committed to deepening its focus on MMORPG, SLG, card games, and simulation management genres, with over twenty key products in development across various themes [3] - The company has established a robust return system for investors through consistent cash dividends, share buybacks, and executive stock purchases, with total cash dividends reaching 5.778 billion yuan over the past three fiscal years [3] - Starting in 2024, the company will increase its dividend frequency from semi-annual to quarterly, reinforcing its commitment to a stable and sustainable dividend policy [3]