国产软件概念股早间集体爆发，多股20%涨停。游戏股早间逆市高开高走，三七互娱开盘仅约3分钟就 封死涨停。 今日早盘，A股小幅震荡，上证指数、深证成指、中证500等低开高走，盘中均再创阶段性新高，科创 50、北证50则微幅飘绿。市场量能有所萎缩，但不到1小时成交仍超过万亿元。 盘面上，养殖业、游戏、国产软件、航天装备等板块涨幅居前，医疗服务、稀有金属、电机制造、半导 体等板块跌幅居前。 国产软件市场前景巨大 此外，飞腾、鲲鹏、海光、兆芯、龙芯、申威六大国产芯片厂商，中国长城、联想开天、华为擎云、软 通计算机、中科可控、紫光计算机等国内二十余家整机品牌，金山、中望、超图、奔图、后摩智能、希 沃等不同领域核心生态伙伴，也将带来最新国产化解决方案与应用案例。 中国软件行业协会表示，未来5年—10年，我国软件行业将展现出广阔的市场前景和巨大的发展潜力， 软件产业规模有望保持12%—15%的年复合增长率。预计2025年，我国软件产业规模有望突破15万亿 元，到2028年，这一数字有望突破20万亿元。 西南证券指出，工业软件作为工业和软件产业的重要组成部分，是推动智能制造高质量发展的核心要 素，也是实现工业智能化的前提，因 ...

Market Overview - A-shares experienced slight fluctuations in early trading, with major indices such as the Shanghai Composite Index and Shenzhen Component Index reaching new highs during the session [1] - Market volume showed a decline, but trading exceeded 1 trillion yuan within the first hour [1] Index Performance - Shanghai Composite Index: 3888.00, up 4.43 points (0.11%) [2] - Shenzhen Component Index: 12532.51, up 91.44 points (0.74%) [2] - North Star 50: 1593.36, down 10.66 points (-0.66%) [2] - Other indices such as the ChiNext Index and CSI 300 also showed minor gains [2] Domestic Software Sector - The domestic software sector saw significant gains, with the index reaching a 10-year high [3] - Notable stocks included Kaipu Cloud and Zhengyuan Wisdom, both hitting the daily limit up of 20% [3] - The "2025 China Operating System Industry Conference" showcased advancements in domestic software applications across various industries [5] Software Industry Growth Potential - The China Software Industry Association predicts a compound annual growth rate of 12%-15% for the software industry over the next 5-10 years, with the market expected to exceed 15 trillion yuan by 2025 and 20 trillion yuan by 2028 [6] - Industrial software is highlighted as crucial for the digital transformation of traditional industries [6] Gaming Industry Performance - The gaming sector opened strong, with the index rising over 3% to reach a two-year high [7] - The National Press and Publication Administration approved 173 game licenses in August 2025, marking a new monthly high for the year [9] - The domestic mini-game market reached a record high of 23.276 billion yuan in the first half of the year, a 40.2% year-on-year increase [9] Company Highlights - 37 Interactive Entertainment reported a net profit of 1.4 billion yuan in the first half of 2025, a 10.72% increase year-on-year, and announced a cash dividend of 2.10 yuan per share [10] - The application of AI technology in the gaming industry is expected to lead to the emergence of AI-native games, driving a reevaluation of the industry's value [10]

Group 1: Market Performance - AI computing power stocks showed mixed performance, with leading stocks like Cambricon, Shenghong Technology, and Industrial Fulian adjusting, while Tianfu Communication surged and Cambridge Technology hit the daily limit [1] - Huawei concept stocks were active, with Tuo Wei Information's stock hitting the daily limit just 6 minutes after market open, achieving a trading volume of 4.956 billion yuan [1][2] - By midday, the semiconductor, consumer electronics, and internet finance sectors rallied, pushing the Shanghai Composite Index up by 0.11%, the Shenzhen Component Index up by 0.73%, and the ChiNext Index up by 0.21% [1] Group 2: Company Earnings Reports - Tuo Wei Information reported a revenue of 1.306 billion yuan for the first half of the year, a year-on-year decrease of 24.42%, but a net profit of 78.81 million yuan, a significant increase of 2262.83% [2] - Tianfu Communication's revenue reached 2.456 billion yuan, a year-on-year increase of 57.84%, with a net profit of 899 million yuan, up 37.46% [3] - Huafeng Technology's revenue was 1.105 billion yuan, a year-on-year increase of 128.26%, surpassing the previous year's total revenue, with a net profit of 151 million yuan compared to a loss of 17.93 million yuan in the same period last year [4] Group 3: Gaming Industry Developments - The gaming sector saw significant gains, with multiple leading stocks experiencing price increases [5] - The National Press and Publication Administration approved 166 domestic games and 7 imported games in August, indicating a positive regulatory environment for the gaming industry [8] - Policies supporting the gaming industry's international expansion have been introduced, including measures from Guangdong and Zhejiang provinces aimed at enhancing global competitiveness and promoting original games [8] Group 4: Future Outlook - Analysts suggest that the gaming sector is driven by policy support, industry recovery, and accelerated AI implementation, which are expected to enhance performance in the short term [9] - The domestic gaming market is projected to reach new highs in scale and user data by the first half of 2025, with AI applications expected to reshape development and operational processes [9]

Market Overview - A-shares experienced a slight rebound with the three major indices rising slightly, with a half-day trading volume of 1.68 trillion, down 398.3 billion from the previous trading day [1] - The Shanghai Composite Index rose by 0.11%, the Shenzhen Component Index by 0.73%, and the ChiNext Index by 0.21% [1] - Huatai Securities noted that the market is currently experiencing increased divergence, but the recent adjustments are beneficial for the development of a slow bull market [1] Sector Performance Gaming Sector - The gaming sector showed strength, with 37 Interactive Entertainment hitting the daily limit, and other companies like Ice Age Network and Perfect World also rising [2] - The National Press and Publication Administration approved 173 games in August, marking a new high for the year, indicating the gaming industry is entering a prosperous cycle [2] Huawei Concept Stocks - Huawei concept stocks collectively rose, with companies like Junyi Digital and Tuowei Information hitting the daily limit [3] - Huawei is set to release a new AI SSD on August 27, which is expected to accelerate the domestic AI chip market's growth amid various regulatory factors [3] Commercial Aerospace - The commercial aerospace sector remained active, with China Satellite achieving two consecutive daily limits and other companies like Tengya Precision Engineering also rising [4] - The issuance of satellite internet licenses is seen as a significant step for commercial operations in this field, although full service akin to Starlink may take 2-3 years [4] Institutional Insights CITIC Securities - CITIC Securities emphasized that the current market rally is primarily driven by institutional investors rather than retail investors, focusing on industrial trends and performance [5] - The firm recommends focusing on resources, innovative pharmaceuticals, gaming, and military industries, while also considering chemical sectors and consumer electronics in September [5] Dongfang Securities - Dongfang Securities highlighted that the current market rally is not easily concluded, but the Shanghai Composite Index faces significant resistance between 3900-4000 points, leading to potential wide fluctuations [6] - The firm noted that recent surges in technology stocks have shown signs of pullback, indicating a shift in market focus [6]

Market Overview - A-shares experienced a collective decline with the Shanghai Composite Index down 0.36%, the Shenzhen Component Index down 0.09%, and the ChiNext Index down 0.69% as of 10:30 AM, with over 2800 stocks declining in total [1]. Gaming Sector - The gaming sector showed resilience with stocks like 37 Interactive Entertainment hitting the daily limit, and companies such as Kaixin Network, Perfect World, and Giant Network also seeing gains. The National Press and Publication Administration announced the approval of 173 games in August 2025, including 166 domestic and 7 imported titles, marking a new high for the year [2]. Semiconductor Sector - The semiconductor sector faced adjustments, with companies like Chipone Technology falling over 7% and Cambricon Technologies down over 3%. Other companies such as Yuntian Lifeng and Haiguang Information also experienced declines. The innovative drug sector saw slight pullbacks, with Ji Min Health and Shunlian Bio dropping over 3%. According to Xiangcai Securities, the domestic innovative drug industry is expected to reach a turning point in 2025, shifting from capital-driven to profit-driven growth, with ongoing support from fundamentals and policies likely to continue the trend of performance and valuation recovery [3]. Investment Guidelines - In the current market context, investment advisory institutions suggest that novice investors should proceed with caution and fully understand the market conditions before engaging in stock investments. The director of Guangdong Bozhong Dayang Financial Research Institute, Wu Zhihui, emphasizes that the current slow bull market is characterized by structural differentiation and sector rotation, where only 30% of leading stocks may continue to strengthen, 40% may remain stagnant, and the remaining 30% could experience declines. Wu recommends four core principles for novice investors: 1. Abandon the idea of "getting rich overnight" and embrace long-termism, avoiding the traps of chasing themes, trading small caps, and using leverage. 2. Utilize professional tools for informed decision-making, avoiding blind following of trends, especially in the face of uncertainties. 3. Strictly adhere to risk control rules, including maintaining appropriate position sizes, setting stop-loss lines, and avoiding leverage and speculative stocks. 4. Maintain a mindset that influences long-term success, focusing on cultivating investment habits during this slow bull market and shifting from frequent short-term trading to a philosophy of weekly reviews and deepening industry logic [5].

Group 1 - The core viewpoint of the articles highlights the strong performance of the A-share gaming sector, with companies like Sanqi Interactive Entertainment reaching new highs and significant capital inflow into gaming ETFs [1] - Sanqi Interactive Entertainment reported a revenue of 8.486 billion yuan and a net profit of 1.4 billion yuan for the first half of 2025, marking a year-on-year growth of 10.72% [1] - The company plans to distribute a cash dividend of 2.10 yuan per share, totaling approximately 462 million yuan, indicating enhanced profitability and shareholder return awareness [1] Group 2 - The gaming industry is entering a favorable cycle, with trends such as increased user engagement and the rise of quality products driving market growth [2] - Innovations in gameplay, particularly through lightweight and casual formats, are expected to expand user demographics and break through existing market ceilings [2] - The potential consumer base is expanding, particularly among female users, indicating a growing demand for female-oriented products [2] - Technological advancements, especially in AI, are anticipated to bring additional growth to the gaming industry through improvements in production and gaming experiences [2]

8月26日早盘，三七互娱涨停，冰川网络涨超9%，巨人网络、完美世界、吉比特等跟涨。 ...

8月26日早盘，三七互娱涨停，冰川网络涨超9%，巨人网络、完美世界、吉比特等跟涨。 七丁娱 冰川网络 PP # 【网络 +10.0196 +9.93% +5.23% +4.25% +4.0196 +3.70% +3.2196 +2.80% +2.6196 +2.5196 ...

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。 ...