近期A股市场持续走高，交投活跃，热点板块不断上攻。据新华财经统计，截至9月3日收盘，124只申万二级行业指数中，年内累计涨超50%的指数共有6 只，分别是通信设备、地面兵装、元件、小金属、游戏和贵金属。 在这六大年内热门方向中，游戏行业指数年内上涨60.93%，位列第五。而在该指数的所有成分股中，ST华通（002602.SZ）以222.57%的涨幅位列第一，同 时也是唯一总市值超千亿元的A股游戏行业上市公司。 游戏出海业务高歌猛进上半年扣非净利增超56倍 ST华通全名为浙江世纪华通集团股份有限公司，成立于2005年，并于2011年7月在深交所上市。公司起初主营业务为汽车零配件，2014年开始向互联网游戏 产业升级转型。2019年以298亿元完成了对盛趣游戏（原盛大游戏）的并购。目前公司主营业务包括互联网游戏、汽车零部件制造和人工智能云数据三大业 务，其中互联网游戏业务营收占比超过95%，占据绝对主导地位。 中经社行业洞察产业服务数据平台（简称"行业洞察系统"）显示，2022年以后，ST华通业绩表现优异，营收和净利均保持高速增长，且增速不断加快。公 司最新2025年半年报显示，上半年公司实现营收189亿元，同比 ...

9月3日，A股网络游戏概念板块多只个股逆势上涨。 截至收盘，巨人网络（002558.SZ）涨超9%，神州泰岳（300002.SZ）、吉比特（603444.SH）涨超4%，迅游科技（300467.SZ）、ST华通（002602.SZ） 涨超3%，*ST大晟（600892.SH）、三七互娱（002555.SZ）、恺英网络（002517.SZ）纷纷跟涨。 | 序号 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | 振幅 | 最高 | 最低 | 上市县金友 | 量比 | 换手率 | 成交量 | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 002558 | 巨人网络 | 36.05 c | 3.14 | 9,54% | 11.09% | 36.20 | 32.55 | 30.00 | 1.73 | 3.56% | 6893万 | 24.57 Z | 186.96% | | 2 | 300002 | 神州泰岳 | 13.58 c | 0 ...

国内游戏企业已经陆续交出2025年上半年的"成绩单"。 据《每日经济新闻》记者不完全梳理，26家游戏领域上市公司中，营利双增的公司共有11家，营利双降 的公司共有7家。另外，还有4家上市公司面临"增收不增利"。 26家A股游戏公司2025年上半年业绩 整体来看，国内游戏行业展现出强劲的复苏势头。 中国音像与数字出版协会游戏出版工作委员会发布的《2025年1~6月中国游戏产业报告》（以下简称"报 告"）显示，今年上半年国内游戏市场实际销售收入（市场规模）1680亿元，同比增长14.08%；游戏用 户规模近6.79亿，同比增长0.72%，均创历史新高。 从二级市场的反馈来看，ST华通（002602）、巨人网络（002558）、天娱数科（002354）、吉比特 （603444）、恺英网络（002517）等多家企业股价涨幅明显。 另外，吉比特在2025年上半年也实现了归母净利润的提升，其核心原因或在于公司自去年下半年起开 始"大刀阔斧"调整产品结构，接连停运《不朽家族（代号：M66）》《航海王：梦想指针》等多款游 戏。 记者了解到，吉比特公司管理层曾在今年年初公开表示，"目前市场上优质产品比较稀缺，所以雷霆游 戏（吉 ...

法律意见书 浙江天册律师事务所 关于 浙江世纪华通集团股份有限公司 2025 年第三次临时股东大会的 法律意见书 浙江省杭州市杭大路 1 号黄龙世纪广场 A 座 11 楼 310007 电话：0571-87901111 传真：0571-87901500 浙江天册律师事务所 关于 浙江世纪华通集团股份有限公司 2025 年第三次临时股东大会的 法律意见书 编号：TCYJS2025H1435 号 致: 浙江世纪华通集团股份有限公司 浙江天册律师事务所（以下简称"本所"）接受浙江世纪华通集团股份有限 公司（以下简称"世纪华通"或"公司"）的委托，指派本所律师参加公司 2025 年第三次临时股东大会，并根据《中华人民共和国证券法》（以下简称"《证券 法》"）、《中华人民共和国公司法》（以下简称"《公司法》"）和《上市公 司股东会规则》（以下简称"《股东会规则》"）等法律、法规和其他有关规范 性文件的要求出具本法律意见书。 在本法律意见书中，本所律师仅对本次股东大会召集、召开程序、出席人员 的资格、召集人的资格、表决程序及表决结果的合法有效性发表意见，不对会议 所审议的议案内容和该等议案中所表述的事实或数据的真实性和准 ...

证券代码：002602 证券简称：ST 华通 公告编号：2025-055 3、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开情况 1、召开时间： 现场会议时间：2025 年 9 月 1 日（星期一）下午 14:30； 浙江世纪华通集团股份有限公司 2025 年第三次临时股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东大会无否决议案的情况。 2、根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指 引第 9 号——回购股份》的有关规定，上市公司回购专用账户中的股份不享有股 东大会表决权，在计算股东大会股权登记日的总股本时应扣减已回购股份，并以 此为准计算股东大会决议的表决结果。截至股权登记日，公司回购股份专用证券 账户内存有 13,338,500 股股票，故本次股东大会表决权总股数为 7,414,744,618 股。 网络投票时间：2025 年 9 月 1 日； 其中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 9 月 1 日上午 9:15-9:25，9:30-11:30 和 ...

Core Insights - Century Huatuo has shown remarkable performance in the gaming industry in 2025, with a revenue of 17.2 billion yuan, representing a year-on-year increase of 85.5%, and a net profit of 2.656 billion yuan, up 129.33% [1] - The company has achieved a non-deductible net profit of 2.586 billion yuan, reflecting a growth of 124.43%, and operating cash flow has surged by 107.4% to 3.918 billion yuan, indicating strong financial health [1] - Century Huatuo's revenue has consistently increased for nine consecutive quarters, validating its dual-driven strategy of "global layout + core IP cultivation" [1] Century Games Performance - Century Games has distinguished itself with its self-research capabilities and innovative "SLG+X" model, leading to the successful launch of popular games like "Whiteout Survival" and "Kingshot" [2] - "Whiteout Survival" combines survival themes with SLG gameplay, while "Kingshot" merges medieval kingdom settings with tower defense and SLG strategy elements, both achieving top rankings in the July 2025 mobile game revenue chart [2] Domestic Market Strength - Diandian Interactive has solidified its position in the ice and snow-themed game sector with the success of "Endless Winter," which has consistently ranked high on popular game charts [4] - The launch of "Bengben Kingdom" has further diversified Diandian Interactive's product offerings, expanding its audience in the domestic market [4] - Shengqu Games has also reported stable revenue growth, leveraging classic IPs like "Legend of Blood" and "Dragon Valley" through content iteration and user engagement strategies [4] Technological Advancements - Century Huatuo has made significant strides in technology application, particularly in AI, enhancing game development and operational efficiency [6] - The company has implemented AI tools to improve art resource creation, optimize game content generation, and enhance quality control and customer service [6] - Clear strategic positioning and resource allocation among subsidiaries have ensured collaborative growth across various business segments [6]

Core Insights - Century Huatong (ST华通) reported a significant revenue increase of 85.5% year-on-year, reaching 17.207 billion yuan, with a net profit growth of 129.33% to 2.656 billion yuan in the first half of 2025 [2] - The company is transitioning from a "game manufacturer" to a "technology-driven entertainment enterprise," marking a critical step in its evolution [3] - The overseas SLG (strategy game) segment, particularly through the success of titles like "Whiteout Survival," has become a core revenue driver, contributing to a 93.06% increase in internet game revenue [4] Revenue Growth - The company's internet game business generated 16.433 billion yuan in revenue, with mobile games accounting for 88.69% of this total [4] - The dual success of "Whiteout Survival" and "Kingshot" has established a strong revenue-driving model, with both games dominating the Chinese mobile game export income rankings [4][5] Market Positioning - Century Huatong's domestic market strategy focuses on differentiated branding through its subsidiary, Didi Interactive, which has seen its main product "Endless Winter" consistently rank in the iOS top 10 [6] - The company is also leveraging classic IPs for long-term operations, with successful titles like "MapleStory" and "Eternal Tower" continuing to generate steady revenue [6] Industry Dynamics - The gaming industry is currently in a phase of "stock game + incremental breakthrough," with increasing competition in both SLG and casual gaming sectors [7] - Major competitors like Tencent and NetEase are intensifying their investments in new game development, while smaller firms are seeking differentiation through niche themes [7] Technological Integration - The company is actively involved in AI-driven projects, with significant advancements in its Shanghai data center, which has contributed to stable revenue growth [9] - AI tools have enhanced production efficiency in game development, improving art production processes by 60% to 80% [9] Future Outlook - The company's future actions in new product iterations and technology commercialization will be critical in influencing its market valuation [10]

Core Insights - ST Huatuo (002602) reported a significant increase in revenue and net profit for the first half of 2025, with total revenue reaching 17.207 billion yuan, up 85.5% year-on-year, and net profit attributable to shareholders at 2.656 billion yuan, up 129.33% [1][2] Financial Performance - Total revenue for Q2 2025 was 9.062 billion yuan, reflecting an 80.73% increase year-on-year [1] - Q2 net profit attributable to shareholders was 1.306 billion yuan, marking a 157.79% increase year-on-year [1] - Gross margin improved to 69.5%, up 8.85% year-on-year, while net margin increased to 15.76%, up 21.13% year-on-year [1] - Total operating expenses (selling, administrative, and financial) amounted to 7.59 billion yuan, accounting for 44.11% of revenue, an increase of 13.51% year-on-year [1] Key Financial Metrics - Earnings per share (EPS) rose to 0.37 yuan, a 131.25% increase year-on-year [1] - Operating cash flow per share increased to 0.53 yuan, up 107.4% year-on-year [1] - Net assets per share reached 3.82 yuan, a 10.22% increase year-on-year [1] Revenue Drivers - The substantial revenue growth was primarily driven by the rapid expansion of the gaming segment, both domestically and internationally [2] - The increase in operating costs was attributed to higher platform fees associated with the surge in gaming revenue [2] Cash Flow Analysis - Net cash flow from operating activities increased by 107.4%, driven by higher revenue and improved operational performance [4] - Cash and cash equivalents saw a net increase of 149.73%, reflecting strong growth in the gaming sector [4] Investment Insights - The company has been attracting attention from prominent fund managers, with significant positions taken in ST Huatuo by several funds, indicating confidence in its growth potential [5][6] - The largest holding fund, E Fund Balanced Growth Stock, has shown a notable increase in value over the past year, suggesting positive market sentiment towards the company [6]

Group 1 - The company ST Huaton (002602.SZ) reported a revenue of 17.207 billion yuan for the first half of the year, representing a year-on-year increase of 85.50% [1] - The net profit attributable to shareholders of the listed company was 2.656 billion yuan, showing a year-on-year growth of 129.33% [1] - The company did not distribute cash dividends, issue bonus shares, or increase capital from reserves [1]

Core Insights - The company reported a significant increase in revenue and profit for the first half of the year, indicating strong financial performance [1] Financial Performance - The company achieved an operating revenue of 17.2 billion, representing a year-on-year growth of 85.5% [1] - The net profit attributable to the parent company reached 2.656 billion, with a year-on-year increase of 129.33% [1] - The net profit after deducting non-recurring items was 2.586 billion, showing a growth of 124.43% year-on-year [1] - Operating cash flow was 3.918 billion, maintaining a high growth rate of 107.4% [1] Growth Trends - The company has achieved a nine consecutive quarters revenue increase, continuously setting historical records [1] - The financial results reflect a strong and stable upward trend in performance [1]