格隆汇10月28日｜巨人网络公告，第三季度营收为17.06亿元，同比增长115.63%；净利润为6.4亿元， 同比增长81.19%。前三季度营收为33.68亿元，同比增长51.84%；净利润为14.17亿元，同比增长 32.31%。 ...

Core Viewpoint - The company reported significant growth in revenue and net profit for the third quarter of 2025, driven primarily by increased game revenue [1] Financial Performance - The company's revenue for Q3 2025 reached 1.706 billion yuan, representing a year-on-year increase of 115.63% [1] - The net profit for Q3 2025 was 640 million yuan, showing a year-on-year growth of 81.19% [1] - For the first three quarters of 2025, the total revenue amounted to 3.368 billion yuan, which is a year-on-year increase of 51.84% [1] - The net profit for the first three quarters was 1.417 billion yuan, reflecting a year-on-year growth of 32.31% [1] Growth Drivers - The primary driver of the performance increase was the rise in game revenue during the reporting period [1]

巨人网络公告，第三季度营收为17.06亿元，同比增长115.63%；净利润为6.4亿元，同比增长81.19%。 前三季度营收为33.68亿元，同比增长51.84%；净利润为14.17亿元，同比增长32.31%。 ...

巨人网络集团股份有限公司 2025 年第三季度报告 证券代码：002558 证券简称：巨人网络 公告编号：2025-定 004 巨人网络集团股份有限公司 2025 年第三季度报告 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.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重大 遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、完 整。 3.第三季度财务会计报告是否经过审计 □是 否 1 巨人网络集团股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末 | 年初至报告期末比上 | | --- | --- | --- | --- | --- | | | | 增减 | | 年同期增减 | | 营业收入（元） | 1,706,221,699.72 | 11 ...

Investment Rating - The report maintains a "Buy" rating for the media industry, indicating a positive outlook for the sector [7][10]. Core Insights - The media industry has shown a weekly increase of 4.30%, ranking 6th among various sectors, with notable performances from companies like Rongxin Culture and Fantou Digital [13][20]. - AI applications and cultural exports are highlighted as key themes for investment, with a focus on sub-sectors such as gaming, IP, short dramas, and publishing [5][39]. - The short drama segment, particularly AI-enabled comic dramas, is experiencing explosive growth, with a projected market size exceeding 20 billion [38]. Summary by Sections Market Performance - The media industry (Shenwan) increased by 4.30% from October 18 to October 24, 2025, outperforming the Shanghai Composite Index, which rose by 2.88% [13][14]. - Notable stocks include Bilibili-W and Reading Group, which saw weekly increases of 11.24% and 9.88%, respectively [20]. Key Industry Data AI Application Data - Estimated iOS downloads for AI applications from October 17 to October 23 were 47.29K for Deepseek, 209.80K for Doubao, 69.49K for Quark, and 104.38K for Tencent Yuanbao, with respective week-over-week changes of -4.11%, -0.04%, -7.29%, and -10.96% [24]. Gaming Data - The National Press and Publication Administration issued 159 domestic and 7 imported game licenses in October. The top three iOS games as of October 23 were "Honor of Kings," "Genshin Impact: Sky Moon Song," and "Dungeon and Fighter: Origin" [25][28]. Film Data - The total box office for the week of October 18-24 was 230 million yuan, with "The Wandering Earth" leading at 47 million yuan, accounting for 20.4% of the weekly total [36]. Investment Recommendations - The report recommends focusing on AI applications and cultural exports, particularly in gaming, IP, short dramas, and publishing sectors. Key companies to watch include Giant Network, Kyeing Network, and Perfect World [5][39].

Market Overview - As of October 27, the Shanghai Composite Index closed at 3996.94 points, with an increase of 1.18% [1] - The Shenzhen Component Index closed at 13489.40 points, up by 1.51% [1] - The ChiNext Index closed at 3234.45 points, rising by 1.98% [1] Trading Activity - A total of 2530 stocks saw an increase in average transaction volume, with 78 stocks experiencing a growth of over 50% [1] - 2034 stocks reported a decrease in average transaction volume [1] - Notable stocks with significant increases in transaction volume include Xinri Co., Haomai Technology, and Changbao Co. [1] Individual Stock Performance - Xinri Co. reported a daily increase of 10.02% with an average transaction volume of 1456 shares, showing a 253.73% increase [1] - Haomai Technology increased by 10.01% with an average transaction volume of 784 shares, reflecting a 206.77% increase [1] - Changbao Co. rose by 9.95% with an average transaction volume of 2716 shares, marking a 197.17% increase [1] - Tianyi Medical saw a significant increase of 20.00% with an average transaction volume of 575 shares, up by 153.85% [1] Active Stocks by Transaction Count - Geer Software had a notable increase in transaction count, rising by 3312.09% with 106,389 transactions [2] - Huajian Group experienced a decrease of 9.99% but had a transaction count increase of 1338.50% with 220,091 transactions [2] - Shanghai Port Bay reported a 1.59% increase with 41,109 transactions, reflecting a 723.50% increase [2] Summary of Notable Stocks - Tianyi Medical, Wanlang Magnetic Plastic, and Jialan Technology all reported significant increases in both transaction volume and count, indicating heightened trading activity [1][2] - Stocks like Xinyuan Co. and Juzhu Co. also showed substantial increases in transaction metrics, suggesting potential investment interest [1][2]

中国经济网北京10月27日讯巨人网络（002558）(002558.SZ)股价今日收盘报38.11元，跌幅5.60%。 巨人网络近50天无券商发布研报。最新的研报为国海证券股份有限公司研究员杨仁文、谭瑞峤9月7日发 布研报《鱼跃医疗（002223）：经营稳健出海加速》。 ...

截至10月27日收盘，电子竞技概念下跌0.84%，位居概念板块跌幅榜前列，板块内，ST华通跌停，游族 网络、巨人网络、深赛格等跌幅居前，股价上涨的有15只，涨幅居前的有云图控股、天键股份、星辉娱 乐等，分别上涨1.90%、1.11%、1.00%。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002602 | ST华通 | -5.01 | 2.45 | -72262.64 | | 002558 | 巨人网络 | -5.60 | 4.03 | -23413.83 | | 002555 | 三七互娱 | -1.81 | 4.25 | -10017.25 | | 002174 | 游族网络 | -5.86 | 9.73 | -9372.84 | | 300232 | 洲明科技 | -1.13 | 4.82 | -5856.84 | | 600986 | 浙文互联 | -2.24 | 4.89 | -5343.85 | | 000501 | 武商集团 | -0.90 | 2.39 | -4641.50 ...

游族网络跌近6%，恺英网络、完美世界、三七互娱、冰川网络集体走弱。 编辑｜钉钉 10月27日盘初，游戏股集体跳水，巨人网络闪崩跌超8%，股价现报37.13元，成交额超10亿元。 | 游族网络 | 12.69 | -5.86% | | --- | --- | --- | | 002174.SZ | | | | 恺英网络 | 23.66 | -5.40% | | 002517.SZ | | | | ST华通 | 18.79 | -4.91% | | 002602.SZ | | | | *ST大晟 | 4.13 | -4.18% | | 600892.SH | | | | 完美世界 | 16.82 | -2.77% | | 002624.SZ | | | | 冰川网络 | 39.33 | -2.55% | | 300533.SZ | | | | 国脉文化 | 14.42 | -2.44% | | 600640.SH | | | | 三七互娱 | 19.99 | -2.11% | | 002555.SZ | | | ...

Core Viewpoint - The gaming sector experienced a significant decline on October 27, with major companies like Giant Network and Youzu Network facing substantial drops in stock prices, indicating a broader market weakness in the gaming industry [1][3]. Group 1: Stock Performance - Giant Network's stock fell over 8%, trading at 37.13 yuan with a transaction volume exceeding 1 billion yuan, reflecting a market capitalization of 71.8 billion yuan and a price-to-earnings ratio of 48.4 [1][2]. - Youzu Network's stock decreased by approximately 6%, trading at 12.69 yuan, while other companies such as Kaiying Network, Perfect World, and 37 Interactive Entertainment also showed declines [3][4]. - The overall trend indicates a collective weakness among gaming stocks, with several companies experiencing notable percentage drops in their stock prices [3][4].