Group 1 - ST Huaton announced that its wholly-owned subsidiary, Wuxi Qiku Investment Co., Ltd., signed a partnership agreement to invest in Wuxi Cangqiong No. 1 Private Investment Fund Partnership (Limited Partnership) [1] - Qiku Investment will contribute 14 million yuan, accounting for 45.16% of the total investment in Cangqiong No. 1 [1] - The partnership will primarily invest in the commercial aerospace and satellite communication technology sectors [1]

证券代码：002602 证券简称：ST 华通 公告编号：2025-046 浙江世纪华通集团股份有限公司 关于召开公司 2025 年第三次临时股东大会的通知 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记载、 误导性陈述或者重大遗漏。 经浙江世纪华通集团股份有限公司（以下简称"公司"）第六届董事会第十 次会议决议，拟定于 2025 年 9 月 1 日召开公司 2025 年第三次临时股东大会，具 体情况如下： 5、会议召开方式：本次股东大会采取现场投票和网络投票相结合的方式召 开。 一、召开会议基本情况 1、股东大会届次：2025 年第三次临时股东大会 2、股东大会的召集人：公司董事会，本次股东大会经公司第六届董事会第 十次会议决议召开。 3、会议召开的合法、合规性：本次会议的召开符合《中华人民共和国公司 法》《上市公司股东会规则》等有关法律、行政法规、部门规章、规范性文件和 《公司章程》的规定。 4、会议召开的日期、时间： 现场会议时间：2025 年 9 月 1 日（星期一）下午 14:30； 网络投票时间：2025 年 9 月 1 日 （1）通过深圳证券交易所（以下简称"深交所"）交易系统进 ...

证券代码：002602 证券简称：ST 华通 公告编号：2025-047 浙江世纪华通集团股份有限公司 浙江世纪华通集团股份有限公司（以下简称"公司"）于 2025 年 8 月 7 日通 过专人送达、电子邮件、电话等方式发出召开第六届董事会第十次会议的通知， 会议于 2025 年 8 月 15 日在上海市浦东新区海趣路 58 号 1 号楼 11 楼会议室以 现场结合通讯表决的方式召开。会议应出席董事 9 人，实际出席董事 9 人，非独 立董事李纳川、何九如、赵骐及独立董事李臻、张欣荣、姚承骧通过通讯表决方 式与会。会议由公司董事长王佶先生主持。本次会议的召开及表决程序符合有关 法律法规和《公司章程》的规定。经与会董事认真审议通过了以下议案： 二、董事会会议审议情况 （一）逐项审议通过了《关于拟为全资子公司提供担保的议案》 1、《由公司为蓝沙信息向银行申请的综合授信额度提供担保的议案》 表决结果：同意9票，反对0票，弃权0票。 为满足公司全资子公司蓝沙信息技术（上海）有限公司（以下简称"蓝沙信 息"）日常经营所需，落实子公司资金计划安排，蓝沙信息拟向北京银行股份有 限公司上海分行申请不超过10,000万元人民币 ...

21世纪经济报道记者 吴立洋，实习生涂玥 上海报道 2025年上半年，A股游戏公司世纪华通（002602.SZ）延续了去年亮眼的业绩表现。 根据公司发布的半年报预告，上半年世纪华通合并营业收入约170亿元，同比增长约83.27%；预计实现 归母净利润24亿元至30亿元，同比增长107.20%-159.00%。在游戏业务领域，全资子公司点点互动和 Century Games凭借《无尽冬日》《Whiteout Survival》和《Kingshot》等SLG爆款游戏，整体业绩表现 强劲，多次跻身全球发行商营收榜单前列。 在游戏市场竞争愈发激烈、行业格局不断变化的当下，游戏厂商如何在爆款游戏的打造和运营上持续发 力？点点互动和Century Games在"先海外后国内"的策略下，如何克服国内市场壁垒并取得成功？同 时，公司在长线游戏运营、IP生态构建以及AI技术应用等方面又有怎样的布局和规划？ 带着以上问题，《21世纪经济报道》记者于2025年ChinaJoy举办期间，专访了世纪华通董事会秘书、副 总裁黄怡。 在本次采访中，黄怡分享了点点互动和Century Games打造爆款《无尽冬日》和《Whiteout Su ...

证券代码：002602 证券简称：ST 华通 公告编号：2025-042 浙江世纪华通集团股份有限公司 关于拟回购注销部分业绩承诺补偿股份的提示性公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记载、 误导性陈述或者重大遗漏。 重要内容提示： 二、本次拟回购注销股份的主要内容 三、本次回购注销完成后的股本结构变动情况 1、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"）拟回购 注销业绩承诺补偿股份涉及 3 名股东，分别为上海曜瞿如网络科技合伙企业（有 限合伙）（以下简称"曜瞿如"）、绍兴上虞熠诚企业管理咨询合伙企业（有限合 伙）（现名"上海熠趣盛企业管理咨询合伙企业（有限合伙）"，以下简称"熠趣 盛"）、绍兴上虞吉仁企业管理咨询合伙企业（有限合伙）（现名"上海吉虞梵企 业管理咨询合伙企业（有限合伙）"，以下简称"吉虞梵"）（以下合称"补偿义务 人"），合计应回购注销股份 126,627,700 股。 本次吉虞梵先行履行其对应需直接承担的业绩承诺股份补偿义务，回购注销 的股份数量为 24,473,850 股，占本次回购注销前公司总股本 7,452,556,968 股的 0.32 ...

Core Insights - In July, several Chinese mobile games performed exceptionally well in overseas markets, with Century Huatong's two games topping the revenue chart [1][3] - The strategy game "Kingshot" achieved a 34% month-on-month revenue increase, surpassing $200 million in total global revenue [1][3] - The success of these games is attributed to innovative gameplay and effective operational strategies [1][3] Group 1: Performance of Key Games - "Kingshot" by Century Huatong's Didi Interactive continued its strong growth, ranking second in the overseas mobile game revenue chart [1][3] - The merging game "Tasty Travels: Merge Game" saw a 52% month-on-month revenue increase, entering the revenue chart at 29th place [3] - Florere Game's "Last Z: Survival Shooter" experienced a 44% revenue increase, reaching 7th place in the revenue chart [4] Group 2: Impact of Updates and IP Collaborations - miHoYo's "Honkai: Star Rail" launched a new version, resulting in a 290% increase in overseas revenue and climbing to 4th place in the revenue chart [5][7] - Tencent's "PUBG MOBILE" saw a 27% revenue increase due to a new version featuring a Transformers collaboration, returning to 3rd place in the revenue growth chart [7] - The game "Gossip Harbor" by Lemon Microfun significantly increased its advertising efforts, leading to an 84% rise in downloads and reaching 7th place in the download chart [12] Group 3: New Game Releases - The new game "Persona 5: Phantom Night" debuted in July, entering the revenue chart at 23rd place due to strong player engagement [8] - "Silver and Scarlet," a new title by Mutong Technology, achieved 4.5 times the revenue of the previous month, marking a significant entry into the global market [8] - Other notable new games include "Staff Sword Legend" and "Douluo Dalu: Soul Hunting World," which also made their first appearances in the revenue chart [8]

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 002173 | 创新医疗 | 1 | 10.00 | 99.95亿 | 184.55 | | 002324 | 普利特 | 1 | 7.51 | 159亿 | 50.88 | | 300430 | 诚益通 | 单 | 6.65 | 66.57亿 | 59.67 | | 603716 | 塞力医疗 | 1 | 5.45 | 58.78亿 | 326.18 | | 301293 | 三博脑科 | | 3.79 | 129亿 | 44.76 | | 300016 | 北陸药业 ↑ | | 2.55 | 56.51亿 | 63.14 | | 688767 | 博拓生物 | | 2.28 | 55.49亿 | 63.51 | | 002602 | ST华演 | 事 | 2.10 | 1050亿 | 174.12 | MACD金叉信号形成，这些股涨势不错！ 格隆汇8月13日｜A股市场脑机接口概念股走强，其中，创新医疗涨停，普利特（维权）涨超7%，诚益 通涨超6%，塞 ...

证券之星消息，8月12日游戏板块较上一交易日上涨0.27%，神州泰岳领涨。当日上证指数报收于3665.92，上涨0.5%。深证成指报收于11351.63， 上涨0.53%。游戏板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300002 | 神小泰岳 | 14.01 | 5.90% | 226.58万 | | 31.59亿 | | 600892 | *ST大晟 | 3.16 | 4.64% | 28.48万 | | 8916.83万 | | 300113 | 顺网科技 | 22.05 | 4.60% | 52.04万 | | 11.41亿 | | 300418 | 昆仑万维 | 36.30 | 3.74% | 101.92万 | | 36.96亿 | | 300459 | 汤姆猫 | 5.72 | 1.42% | 249.83万 | | 14.31亿 | | 600633 | 浙数文化 | 14.23 | 1.14% | 37.30万 | | 5.28亿 | ...

Core Viewpoint - The capital market has witnessed significant trading activity, particularly with the stock of Century Huatong, which has seen a dramatic price increase and substantial investments from various stakeholders [1][14]. Group 1: Major Investors Increasing Holdings - Super investor Wei Wei invested 279 million yuan to acquire 22.6173 million shares of Century Huatong, achieving a floating profit of over 37 million yuan within just six days [1][4]. - Hainan Qibing Network Technology Co., a subsidiary of listed company Kaiying Network, has become the ninth largest shareholder of Century Huatong, holding 100 million shares, with a floating profit nearing 600 million yuan [5]. - Guotai Fund's manager Cheng Zhou has newly increased holdings in Century Huatong, acquiring 7.99 million shares valued at approximately 88.53 million yuan, representing 4.07% of the fund's net asset value [7][10]. Group 2: Major Investors Reducing Holdings - Jin Danli, previously the third largest shareholder, has reduced his stake in Century Huatong to below 1.45%, having exited the top ten shareholders by the end of the first quarter of 2025 [11][12]. - Hong Kong Central Clearing Limited has also decreased its holdings, reducing its stake from 1.76% to 1.64%, selling over 8.56 million shares [13][14]. Group 3: Company Performance and Market Sentiment - Century Huatong's half-year performance forecast indicates an expected revenue of approximately 17 billion yuan, a year-on-year increase of about 83.27%, with net profit projected to grow by 107.20% to 159.00% [14]. - The company's subsidiary, Diandian Interactive, has significantly contributed to revenue growth, with a reported 81% increase in revenue for the first half of 2025, driven by successful game titles [14]. - The market sentiment is further bolstered by the expectation that Century Huatong may lift its ST status by November 2025, following the completion of regulatory rectifications [14].

Core Insights - The event "New Cultural Creation Ignites New Consumption" held in Shanghai focused on the intersection of digital culture and consumer behavior, emphasizing the importance of IP cross-industry empowerment and innovation in the digital cultural industry [8][10][12]. Group 1: Industry Trends - Digital cultural IP is reshaping the consumption logic of young people, with local governments promoting ecological collaboration in the cultural industry [8][10]. - The integration of technologies like AIGC and business models such as "Guzi Economy" and "Co-branding Economy" is expected to break down industry barriers and drive high-quality economic development [8][10]. - The concept of "emotional embedding" and "social interaction empowerment" is crucial for brands to maintain consumer enthusiasm, as young consumers prioritize emotional connections with products [9][10]. Group 2: Brand Collaboration Strategies - Brands are increasingly focusing on "tone alignment" when selecting collaboration partners, ensuring that the IP's characteristics resonate with their own brand identity [10][11]. - Softstar Technology emphasizes the importance of cultural depth and innovation in collaborations, showcasing successful partnerships with various brands to enhance consumer engagement [10][11]. - Century Huatong has successfully collaborated with hotels and traditional brands, demonstrating that diverse partnerships can rejuvenate brand images and attract younger audiences [11][12]. Group 3: Challenges and Considerations - The tea beverage brand Lemon Right has observed a slowdown in collaboration frequency, highlighting the need for brands to focus on building their own identity while selectively engaging in IP collaborations [13][14]. - Concerns about the effectiveness of collaborations in delivering added value are prevalent, with brands emphasizing the importance of product quality before pursuing co-branding opportunities [14][15]. - The integration of AI in IP collaborations is gaining traction, but many companies remain cautious due to concerns about AI-generated content potentially harming brand reputation [15][16]. Group 4: Intellectual Property Protection - Intellectual property protection is essential for maintaining the value and scarcity of IP, with significant investments required to cultivate successful IPs [16][17]. - The rise of counterfeit products poses challenges for IP holders, necessitating proactive measures to protect brand reputation and market integrity [16][17]. - The industry is actively exploring various legal pathways for protecting intellectual property rights, indicating a collective effort to address infringement issues [16][17].