资本市场又现 "神操作"。 超级 "牛散" 魏巍近日斥资2.79亿元，通过阿里资产拍卖平台拿下2261.73万股世纪华通股票，短短6天浮盈已超3700万元。 从去年被实施 ST 到今年股价翻倍，世纪华通年内涨幅超 170% ，近一年涨幅更是飙至 341% ，总市值重返千亿级，达1043.36亿元。 这场股价狂飙中，有人精准 "抄底" 赚得盆满钵满，也有人错失机会或提前离场。背后究竟是谁在增持、谁在减持？ 一、谁在增持？三大主体提前布局 1、超级"牛散" 魏巍：6天浮盈超3700万 资本市场 "老面孔"魏巍，再度将目光投向ST板块，此次瞄准的是游戏领域的世纪华通。 7月29日10时至7月30日10时，邵恒持有的2261.73万股世纪华通股票在阿里资产拍卖平台公开司法拍卖，起拍价约1.94亿元，对应单股起拍 价8.57元（仅为拍卖前一交易日收盘价12.21元/股的70%）。 7月30日，魏巍以2.79亿元竞得全部股份，每股成本约12.35元，较起拍价溢价90%；竞拍过程中，他累计出价16次，购买意愿强烈。 截至8月5日午间收盘，ST华通股价升至14元/股。以此计算，短短6天内，魏巍这笔投资的浮盈已超3700万元。 ...

Summary of Key Points from the Conference Call Industry Overview - The gaming sector's valuation remains relatively low compared to the broader consumer entertainment and overseas gaming companies, with sustainable growth expected until 2026 [1][3] - The gaming industry is experiencing a solid fundamental performance, with several companies projected to perform well in Q3 2025 [1][6] Company Highlights Xindong Company - Expected H1 2025 revenue of at least 3.05 billion yuan, a year-on-year increase of 37%, and net profit of at least 790 million yuan, a growth of over 215% [1][10] - The game "Xindong Town" significantly improved its iOS sales ranking due to collaboration with "My Little Pony" [10][11] - The game "Iser" generated over 100 million yuan in its first month in overseas English-speaking regions [1][11] Giant Network - The game "Supernatural Action Group" saw a 168% month-on-month increase in domestic iOS revenue in July 2025, benefiting from summer user engagement and commercialization iterations [1][13] - The anniversary event for "Ball Ball Battle" helped it regain a higher sales ranking [1][14] - New game "Ming Jiang Sha" received a license and is expected to contribute to revenue in the second half of 2025 [1][15] Gibit - The new product "Sword Legend" exceeded expectations in both domestic and overseas markets, with significant revenue from collaborations with Japanese light novel IPs [1][16][17] ST Huatuo - The game "Wild Survival" maintained stable global revenue, while "King Short" saw a 27% increase in overseas revenue [1][18] - Expected Q2 2025 revenue median of approximately 8.9 billion yuan, a year-on-year increase of 77% [2][18] Perfect World - The game "P5X: Persona 6" performed well in overseas markets, with July revenue exceeding 20 million USD [1][19] - The company plans to launch a key project "Yihua" in 2026 [1][20] Market Trends and Innovations - The gaming industry is witnessing innovation in themes and gameplay, with a notable trend of multi-platform releases and AAA games [1][7] - AI applications in gaming are expanding, with over 7,800 AI products on the Steam platform, representing 20% of games released in 2025 [1][9] Future Outlook - The gaming sector is expected to maintain strong performance in the second half of 2025, with new product launches potentially impacting market dynamics [1][23] - The ChinaJoy 2025 event saw increased popularity and introduced new IP derivative product displays, indicating a growing trend in the market [1][24][25] Recommendations - Companies to watch include Xindong Company, ST Huatuo, Gibit, and Giant Network, all of which have shown stable and high-frequency performance data [1][34]

Core Viewpoint - The stock of Zhejiang Century Huatong Group Co., Ltd. (ST Huatong) has seen significant gains, with a year-to-date increase of 176.46% and a monthly increase of 11.80%, benefiting notable investor Wei Wei who has realized substantial profits from his recent acquisition of shares through judicial auction [1][3]. Company Overview - ST Huatong was established in 2005 and successfully listed on the Shenzhen Stock Exchange in July 2011. The company initially focused on automotive parts but transitioned to the internet gaming industry in 2014, completing a major acquisition of Shengqu Games for 29.8 billion yuan in 2019, positioning itself as a leading player in the cultural media sector in A-shares [7]. - The company currently operates in three main business areas: internet gaming, automotive parts manufacturing, and artificial intelligence cloud data, while also engaging in brain science research and investment [7]. Recent Financial Performance - ST Huatong's financial forecast for the first half of 2025 indicates a net profit attributable to shareholders ranging from 2.4 billion to 3 billion yuan, representing a year-on-year growth of 107.20% to 159.00%. The expected consolidated revenue is approximately 17 billion yuan, reflecting an 83.27% increase compared to the previous year [8][9]. - The strong performance is attributed to the excellent results of its subsidiary, Diandian Interactive, which has shown robust growth in both domestic and international markets. Notable products include "Whiteout Survival" and "Kingshot," which have achieved significant revenue milestones [8][9].

Core Viewpoint - ST Huatuo (002602.SZ) has seen a significant increase in stock price, closing at 14.21 CNY per share on August 5, with a cumulative rise of 11.8% since August [2] Group 1: Stock Performance - The stock price of ST Huatuo has risen from 12.75 CNY per share on July 30 to 14.21 CNY per share on August 5, marking a total increase of 11.45% over four trading days [2] - The stock reached its daily limit up on August 5, indicating strong market interest and positive sentiment [2] Group 2: Share Auction Details - Wei Wei acquired 22.6173 million shares of ST Huatuo for 2.79 billion CNY, resulting in a floating profit exceeding 42.068 million CNY within just four trading days [2] - The shares were auctioned due to a judicial freeze on shares held by Shao Heng, a co-founder of ST Huatuo, stemming from a loan dispute with Huatuo Holdings [2] - The auction began on July 29 with a starting price of approximately 2.49 billion CNY, and after 31 bids and 24 extensions, Wei Wei successfully won the auction [2]

根据阿里资产拍卖平台的公开记录，7月29日10时至7月30日10时，邵恒持有的2261.73万股世纪华通股 票被公开司法拍卖，起拍价约2.49亿元，折合每股约11.02元，约为拍卖前一交易日收盘价12.21元/股的 "超级牛散"魏巍再次赢得豪赌。 8月5日，ST华通（002602.SZ）以涨停价收盘，股价报14.21元/股。自8月以来，ST华通累计涨幅已达 11.8%。而此前魏巍豪掷2.79亿元竞得ST华通2261.73万股，借此在短短4个交易日内，"超级牛散"魏巍 便斩获超4206万元浮盈。 此次拍卖的股份源于ST华通联合创始人之一邵恒。邵恒曾担任公司董事、副总裁，2021年因涉及与华 通控股的借款纠纷，其所持上市公司股份被司法冻结。 尽管遭遇信任危机，但ST华通的业绩却展现出强劲韧性。年报显示，2024年公司营收226.2亿元，同比 增长70.27%；归母净利润12.13亿元，同比增131.51%。 90%。 2025年半年度业绩预告显示，预计ST华通上半年合并营收约170亿元，同比增长83.27%，归母净利润24 亿元至30亿元，同比增长107.2%-159%。 最终，在经过31次出价、24次延时后，魏 ...

"超级牛散"魏巍再次赢得豪赌。 值得注意的是，拍卖落槌后，ST华通股价便进入上升渠道。从7月30日收盘价12.75元/股起步，至8月5 日的14.21元/股，四个交易日累计涨幅达11.45%。按魏巍持有的2261.73万股计算，其投资浮盈迅速突破 4206.81万元。 公开报道显示，魏巍曾长期在中小市值个股中高频参与定增或竞拍，在市场上以大胆出手和精准的市场 判断而闻名。今年6月，魏巍还曾通过司法拍卖平台，斥资1.09亿元从杉杉控股手中拿下杉杉股份 （600884）1300万股股份。 ST华通的发展历程则颇为曲折。公司从汽车零部件业务起步，后通过一系列并购转型为游戏巨头。然 而，公司曾因财务造假被证监会重罚，股价受挫，2024年11月8日起被实施其他风险警示，股票简称变 更为"ST华通"。 尽管遭遇信任危机，但ST华通的业绩却展现出强劲韧性。年报显示，2024年公司营收226.2亿元，同比 增长70.27%；归母净利润12.13亿元，同比增131.51%。 2025年半年度业绩预告显示，预计ST华通上半年合并营收约170亿元，同比增长83.27%，归母净利润24 亿元至30亿元，同比增长107.2%-159% ...

Core Viewpoint - The article highlights the successful investment of "super bull" Wei Wei in ST Huatuo, showcasing his ability to capitalize on market opportunities and the company's strong financial performance despite past challenges [1][4]. Group 1: Investment Activity - Wei Wei acquired 22.6173 million shares of ST Huatuo for 279 million yuan, achieving a floating profit of over 42.06 million yuan within four trading days [1][4]. - The shares were auctioned due to a judicial freeze on the holdings of one of the company's founders, Shao Heng, related to a loan dispute [3][4]. - The auction started at approximately 249 million yuan, with Wei Wei winning at 279 million yuan, a 12.04% premium over the starting price [4]. Group 2: Company Performance - ST Huatuo's revenue for 2024 was reported at 22.62 billion yuan, a year-on-year increase of 70.27%, with a net profit of 1.213 billion yuan, up 131.51% [5]. - The company projected a revenue of approximately 17 billion yuan for the first half of 2025, reflecting a year-on-year growth of 83.27%, with net profit estimates between 2.4 billion to 3 billion yuan, indicating a growth of 107.2% to 159% [5]. - Despite facing a trust crisis due to past financial misconduct, ST Huatuo has shown resilience in its financial performance [5].

Investment Rating - The industry investment rating is "Outperform the Market" [5][45]. Core Viewpoints - In Q2 2025, the SW Media Industry Index rose by 8.56%, with significant improvement in fund activity and a fluctuating increase in valuation (PE-TTM), outperforming the average level of the past seven years [2][13][15]. - The fund's heavy allocation in the media industry remains low but has shown signs of recovery, with the gaming and advertising sectors receiving market attention and maintaining an overweight position [3][4]. Summary by Sections 1. Fund Activity and Valuation - The SW Media Industry Index closed at 726.87 points on June 30, 2025, up from 669.54 points at the beginning of the quarter, indicating an 8.56% increase [13]. - The average daily trading volume during Q2 2025 was 669.28 billion yuan, an increase of 88.44 billion yuan from the previous quarter and 413.17 billion yuan year-on-year [13]. - As of July 29, 2025, the PE-TTM for the SW Media Industry was 28.82 times, a 10.86% increase compared to the average over the past seven years [15]. 2. Fund Heavy Allocation Recovery - The allocation ratio for the SW Media Industry in Q2 2025 was 1.76%, with a fund heavy allocation ratio of 1.40%, indicating a low allocation but a recovery from the previous quarter [17]. - The low allocation ratio decreased to 0.36%, showing improvement compared to the previous quarter [20]. 3. Concentration of Fund Holdings - The top 10 heavy allocation stocks accounted for 85.34% of the total heavy allocation market value in the SW Media Industry, indicating a significant concentration of holdings [39]. - The gaming sector dominated the top ten heavy allocation stocks, with seven out of ten being gaming companies [23]. 4. Investment Recommendations - The report suggests focusing on leading companies in the gaming and advertising sectors, particularly those with rich game license reserves and AI application layouts [42].

Market Performance - The brain-computer interface concept rose by 2.72%, ranking third among concept sectors, with 27 stocks increasing in value [1][2] - Notable gainers included Innovation Medical, ST Huaton, and Aipeng Medical, which surged by 13.97%, 7.52%, and 7.40% respectively [1][2] Capital Flow - The brain-computer interface sector saw a net inflow of 679 million yuan, with 21 stocks receiving net inflows, and 6 stocks exceeding 30 million yuan in net inflow [2][3] - Innovation Medical led the net inflow with 472 million yuan, followed by ST Huaton and Aipeng Medical with 146 million yuan and 55 million yuan respectively [2][3] Stock Performance - The top stocks by net inflow ratio included Innovation Medical at 28.82%, followed by Jiahe Intelligent at 9.74% and Entropy Technology at 8.96% [3] - Other notable performers included ST Huaton with a 5.03% increase and Aipeng Medical with a 7.52% increase [4]

证券之星消息，8月5日游戏板块较上一交易日上涨2.17%，ST华通领涨。当日上证指数报收于3617.6，上涨0.96%。深证成指报收于11106.96，上 涨0.59%。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) | | --- | --- | --- | --- | --- | --- | | 002602 | ST华道 | 14.21 | 5.03% | 163.57万 | 22.74亿 | | 002558 | 巨人网络 | 27.85 | 4.98% | 86.88万 | 23.86亿 | | 002624 | 完美世界 | 15.39 | 4.69% | 112.43万 | 17.25亿 | | 002517 | 恺英网络 | 19.23 | 3.28% | 77.92万 | ﺍﻟﻤﺴﺘﻮﻯ ﺍﻟﻤ 14.93亿 | | 300533 | 冰川网络 | 37.00 | 2.83% | 23.82万 | 8.80亿 | | 603444 | 吉比特 | 370.40 | 1.88% | 1.50万 | 5.51亿 | | 300043 | ...