109只ST股公布上半年业绩预告，净利润预盈公司共有11只。 证券时报·数据宝统计显示，截至7月15日，共有109只ST股公布了上半年业绩预告，业绩预告类型显 示，预盈公司共有11家，预亏公司有61家，减亏公司有30家。 以预告净利润上限进行统计，上半年净利润最高的是ST华通，预计实现净利润上限为30.00亿元，其次 是*ST松发、*ST仁东，上半年预计净利润上限分别为7.00亿元、4.00亿元。 业绩预计亏损的ST公司中，预计亏损金额最多的是ST晨鸣，上半年预计最小亏损额为35.00亿元，其次 是*ST金科、*ST中地，预计亏损金额分别为30.00亿元、11.90亿元。（数据宝） ST股业绩预告明细 | 代码 | 简称 | 业绩预告 | 预计净利润上限 | 预计净利润下限 | 今年以来涨跌幅 | 行业 | | --- | --- | --- | --- | --- | --- | --- | | | | 类型 | （万元） | （万元） | （%） | | | 002602 | ST华通 | 预增 | 300000.00 | 240000.00 | 148.44 | 传媒 | | 603268 | *ST松 ...

7月15日早盘，游戏板块持续震荡攀升，游戏ETF（159869）现涨0.94%。游戏ETF（159869）持仓股 中，星辉娱乐、神州泰岳、冰川网络、巨人网络、吉比特、三七互娱、完美世界等涨幅居前。近期，游 戏板块陷入短暂震荡回调，游戏ETF（159869）近2个交易日获资金净流入达3.95亿元，游戏板块正迎 来"基本面持续改善+政策面边际宽松+估值修复空间显著+AI技术创新驱动"四重逻辑加持，游戏板块回 暖复苏动能强劲。 7月14日，完美世界发布2025年半年度业绩预告。公告显示，完美世界归属于上市公司股东的净利润预 计为4.8亿元至5.2亿元，上年同期亏损1.77亿元，同比扭亏为盈。完美世界表示，公司于2024年12月上 线的新国风仙侠端游《诛仙世界》报告期内带来良好业绩增量。同时，今年上半年电竞业务流水同比延 续增长趋势，持续贡献稳定业绩。 7月14日，游族网络发布2025年半年度业绩预告。公告显示，游族网络预计归属于上市公司股东的净利 润为4000万元至6000万元，同比增长768.75%~1203.13%。游族网络表示，公司业绩变化的原因在于， 长线游戏运营稳健，报告期内持续贡献稳定流水。公司通过精细 ...

Monetary Policy and Economic Indicators - The People's Bank of China will conduct a buyout reverse repurchase operation of 1.4 trillion yuan on July 15, 2025 [1] - As of the end of June, M2 (broad money) increased by 8.3% year-on-year, reaching 330.29 trillion yuan, while M1 (narrow money) grew by 4.6% to 113.95 trillion yuan [2] - The cash in circulation (M0) reached 13.18 trillion yuan, with a year-on-year growth of 12% [2] Green Finance Initiatives - The People's Bank of China, along with financial regulatory authorities, issued the "Green Finance Support Project Directory (2025 Edition)" to enhance liquidity in the green finance market and improve asset management efficiency [2] Corporate Earnings Forecasts - Vanke A expects a net loss of 10 billion to 12 billion yuan for the first half of 2025, with a basic loss per share of 0.8433 to 1.01 yuan [4] - Yonghui Supermarket anticipates a net loss of 240 million yuan for the first half of 2025, impacted by the closure of 227 underperforming stores [5] - Longi Green Energy forecasts a net loss of 2.4 billion to 2.8 billion yuan, although it expects to reduce losses compared to the previous year [6] - Hengsheng Electronics projects a net profit of approximately 251 million yuan, a 741% increase year-on-year [7] - Wintime Technology expects a net profit of 390 million to 585 million yuan, representing a growth of 178% to 317% [8] - ST Huatuo anticipates a net profit of 2.4 billion to 3 billion yuan, a year-on-year increase of 107.2% to 159% [9] - Tianqi Lithium expects a net profit of 0 to 1.55 billion yuan, recovering from a loss of 5.206 billion yuan in the previous year [10] - Ganfeng Lithium forecasts a net loss of 300 million to 550 million yuan, compared to a loss of 760 million yuan in the same period last year [11] - Liyi Intelligent Manufacturing expects a net profit of 900 million to 1.14 billion yuan, a growth of 31.57% to 66.66% [12] - CICC anticipates a net profit of 3.453 billion to 3.966 billion yuan, a year-on-year increase of 55% to 78% [13] - Shenwan Hongyuan projects a net profit of 4.1 billion to 4.5 billion yuan, a growth of 92.66% to 111.46% [14] - Shandong Gold expects a net profit of 2.55 billion to 3.05 billion yuan, an increase of 84.3% to 120.5% year-on-year [15] - Huahong Technology anticipates a net profit of 70 million to 85 million yuan, a significant increase from 2.224 million yuan in the previous year [16] Corporate Actions and Legal Matters - Suzhou Planning intends to acquire 100% of Beijing Dongjin Aviation Technology Co., Ltd., with stock resuming trading on July 15, 2025 [17] - BOE Technology Group plans to appeal the preliminary ruling from the US International Trade Commission regarding trade secrets and has initiated a patent lawsuit against Samsung Display [18]

Group 1 - Cathay Pacific Haikou expects a net profit increase of 205%-218% for the first half of 2025, with a projected profit of 15.283 billion to 15.957 billion yuan [1] - The main reason for the profit increase is the merger with Haitong Securities, which has led to significant growth in wealth management and trading revenues [1] - Shenyuan Hongyuan anticipates a net profit increase of 92.66%-111.46% for the first half of 2025, with a projected profit of 4.1 billion to 4.5 billion yuan [6][7] Group 2 - Southern Airlines expects a net loss of 1.338 billion to 1.756 billion yuan for the first half of 2025, primarily due to changes in passenger structure and international uncertainties [2] - China Eastern Airlines projects a net loss of 1.2 billion to 1.6 billion yuan for the first half of 2025, influenced by intense domestic market competition [3] - Air China anticipates a net loss of 1.7 billion to 2.2 billion yuan for the first half of 2025, affected by market supply imbalances and international uncertainties [4] Group 3 - HNA Group expects to turn a profit in the first half of 2025, with a projected net profit of 45 million to 65 million yuan, attributed to improved market conditions and operational adjustments [5] - CICC forecasts a net profit increase of 55%-78% for the first half of 2025, with a projected profit of 3.453 billion to 3.966 billion yuan [8] - CITIC Securities anticipates a net profit increase of 55%-60% for the first half of 2025, with a projected profit of 4.43 billion to 4.573 billion yuan [9] Group 4 - Shandong Gold expects a net profit of 2.55 billion to 3.05 billion yuan for the first half of 2025, representing an increase of 84.3%-120.5% [10] - Poly Developments anticipates a net profit decrease of 63.15% for the first half of 2025, with a projected profit of 2.735 billion yuan [11] - Luoyang Molybdenum expects a net profit increase of 51%-68% for the first half of 2025, with a projected profit of 8.2 billion to 9.1 billion yuan [13] Group 5 - Longi Green Energy expects a net loss of 2.4 billion to 2.8 billion yuan for the first half of 2025, but with a significant reduction in losses compared to the previous year [14] - Tongwei Co. anticipates a net loss of 4.9 billion to 5.2 billion yuan for the first half of 2025, influenced by ongoing industry challenges [15] - Ganfeng Lithium expects a net loss of 300 million to 550 million yuan for the first half of 2025, an improvement from the previous year's loss [16] Group 6 - Jianghuai Automobile expects a net loss of approximately 680 million yuan for the first half of 2025, primarily due to increased competition in the international market [21] - Yonghui Supermarket anticipates a net loss of 240 million yuan for the first half of 2025, attributed to ongoing transformation challenges [22] - ST Huatuo expects a net profit increase of 107.2%-159% for the first half of 2025, with a projected profit of 2.4 billion to 3 billion yuan [23] Group 7 - New Hope anticipates a net profit of 680 million to 780 million yuan for the first half of 2025, marking a turnaround from losses [25] - Linyi Intelligent Manufacturing expects a net profit increase of 32%-67% for the first half of 2025, with a projected profit of 900 million to 1.14 billion yuan [27] - Pengding Holdings expects a net profit increase of 52.79%-60.62% for the first half of 2025, with a projected profit of 1.198 billion to 1.26 billion yuan [29] Group 8 - Hengtong Electronics expects a net profit increase of 740.95% for the first half of 2025, with a projected profit of approximately 251 million yuan [30] - Shengyi Technology anticipates a net profit increase of 50%-56% for the first half of 2025, with a projected profit of 1.4 billion to 1.45 billion yuan [31] - Founder Securities expects a net profit increase of 70%-80% for the first half of 2025, with a projected profit of 2.299 billion to 2.43 billion yuan [33]

Core Viewpoint - ST华通's performance in the first half of 2025 has seen significant growth, driven by the success of its flagship games, particularly "Endless Winter" and "Kingshot" [1][2] Group 1: Financial Performance - The company expects to achieve approximately 17 billion yuan in revenue for the first half of 2025, representing a year-on-year growth of about 83.27% [1] - The projected net profit attributable to shareholders is between 2.4 billion yuan and 3 billion yuan, indicating a year-on-year increase of 107.20% to 159.00% [1] - The non-recurring net profit is estimated to be between 2.39 billion yuan and 2.7 billion yuan, reflecting a growth of 107.41% to 134.31% year-on-year [1] Group 2: Business Performance - The strong performance of the subsidiary, Diandian Interactive, has been a key driver of revenue growth, with both domestic and overseas income showing steady growth [1] - Diandian Interactive's flagship products, "Endless Winter" and "Kingshot," have been crucial in supporting ST华通's overall performance [1] - Other games under Diandian Interactive, such as "Dragonscapes Adventure," "Family Farm Adventure," "Frozen City," and "High Seas Hero," are also expanding their market share globally [2] Group 3: Market Position and Stock Performance - Diandian Interactive has risen to the second position in the "2025 H1 China Mobile Game Publisher Revenue TOP 80" list, only behind Tencent [2] - The strategy of focusing on core IP operations by Shengqu Games has shown positive results, with "Legend New Hundred District - Alliance Heavy Soldier" becoming the highest estimated daily revenue new product in the legendary category [2] - ST华通's stock has seen a remarkable increase of nearly 300% since the low in September 2024, making it the highest market value ST company in the two markets [2]

Core Viewpoint - Century Huatong Group Co., Ltd. reported a significant increase in revenue and profit for the first half of 2025, with net profit expected to double year-on-year [1][2]. Financial Performance - The company anticipates consolidated revenue of approximately 17 billion, representing a year-on-year growth of about 83.27% [1]. - The expected net profit attributable to shareholders ranges from 2.4 billion to 3 billion, indicating a year-on-year increase of 107.20% to 159.00% [2]. - The forecasted net profit after deducting non-recurring gains and losses is between 2.39 billion and 2.7 billion, reflecting a growth of 107.41% to 134.31% year-on-year [2]. - Basic earnings per share are projected to be between 0.33 and 0.42, compared to 0.16 in the same period last year [2]. Subsidiary Performance - The subsidiary "DianDian Interactive" has shown strong performance, with both domestic and overseas revenues continuing to grow steadily [1]. - The flagship product "Whiteout Survival" maintained its position as the top-grossing mobile game in China for overseas markets in June [2]. - Another new title, "Kingshot," saw a 56% revenue increase in June after doubling its income in May, ranking among the top three Chinese mobile games in overseas revenue for the month [2]. Strategic Developments - The subsidiary "Shengqu Games" is focusing on core IP operations, successfully revitalizing older IPs and launching new titles that have performed well in the market [3]. - Shengqu Games is advancing the development of multi-platform versions of core IPs and has launched new games in various genres, including a non-MMO title [3]. - The company is integrating AI technology into its gaming business, with applications in code development, customer service, and game quality testing [4]. - A global AI gaming and application innovation competition initiated by Century Huatong is currently in the evaluation phase, aimed at discovering new technological talents [4].

公告指出，公司收入及利润均实现同比大幅增长，主要系公司子公司点点互动表现优异，其国内及海外 收入均持续保持稳健的增长态势。 据Sensor Tower的统计，点点互动的"旗舰"产品《Whiteout Survival》《无尽冬日》增长稳健，其中全球 首款冰雪题材SLG《Whiteout Survival》在6月依然延续了强劲表现，稳坐本期中国出海手游收入冠军宝 座；而另一款重磅新作《Kingshot》自2025年2月底上线海外市场以来，表现同样令人瞩目，继5月收入 实现翻倍式增长后，6月再接再厉，收入再涨56%，成功跻身当月中国出海手游收入三甲之列。 除了这两个"爆款"作品，点点互动旗下的《Dragonscapes Adventure》、《Family Farm Adventure》、 《Frozen City》、《High Seas Hero》等多款产品也持续在全球范围内拓展市场份额，不断巩固着公司 在全球化、多元化产品布局上的领先优势。目前，其出海游戏业务已形成"双爆款驱动"的强劲态势。第 三方机构发布的《2025年H1中国手游发行商收入TOP80》榜单显示，点点互动已成功超越网易等传统 游戏巨头，强势跃 ...

证券代码：002602 证券简称：ST华通 公告编号：2025-039 浙江世纪华通集团股份有限公司 2025年半年度业绩预告 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日-2025年6月30日 2、业绩预告情况：预计净利润为正值且同向上升 | 项目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司股东 的净利润 | 盈利：240,000万元-300,000万元 | 盈利：115,831.23万元 | | | 比上年同期增长：107.20%-159.00% | | | 扣除非经常性损益后 的净利润 | 盈利：239,000万元-270,000万元 | 盈利：115,232.55万元 | | | 比上年同期增长：107.41%-134.31% | | | 基本每股收益 | 盈利：0.33元/股-0.42元/股 | 盈利：0.16元/股 | 二、与会计师事务所沟通情况 本次业绩预告相关的财务数据未经注册会计师预审计。 三、业绩变动原因说明 本报告期内，公司收入及利润均实现同比大幅增长，主要系公司子公司点点 互动表现优异，其国内及海外收入均持续保持稳健的增长态 ...

Core Viewpoint - The Shanghai Composite Index rose by 0.48% on July 10, with 18 out of 28 sectors experiencing gains, particularly in real estate and oil & petrochemicals, which increased by 3.19% and 1.54% respectively. The media sector saw a decline of 0.54% with significant capital outflow [1]. Media Industry Summary - The media sector experienced a net capital outflow of 2.536 billion yuan, with 130 stocks in the sector. Among these, 49 stocks rose, 2 hit the daily limit up, while 72 stocks fell, and 2 hit the daily limit down [1]. - The top three stocks with the highest net capital inflow were Huamei Holdings (1.371 billion yuan), Shenguang Group (1.300 billion yuan), and Zhidu Co. (61.013 million yuan) [1]. - The stocks with the highest net capital outflow included ST Huatuo (710 million yuan), Sanqi Interactive Entertainment (250 million yuan), and Light Media (178 million yuan) [1][2]. Capital Flow in Media Sector - The media sector's capital inflow leaderboard includes: - Huamei Holdings: +10.09%, turnover rate 7.05%, net inflow 137.08 million yuan - Shenguang Group: +4.53%, turnover rate 12.22%, net inflow 130.08 million yuan - Zhidu Co.: +1.67%, turnover rate 5.84%, net inflow 61.01 million yuan [1]. - The media sector's capital outflow leaderboard includes: - ST Huatuo: -5.03%, turnover rate 3.50%, net outflow 709.71 million yuan - Sanqi Interactive Entertainment: -1.06%, turnover rate 5.97%, net outflow 250.28 million yuan - Light Media: -1.02%, turnover rate 2.05%, net outflow 178.49 million yuan [2].

Core Viewpoint - ST Huatuo's stock price reached a new high of 13.32 yuan, with a daily increase of 4.47%, bringing its total market value to 992.68 billion yuan, nearing the 1 trillion yuan mark [1] - The company has seen a cumulative increase of over 280% since the low in September 2024, becoming the highest market value ST company in the A-share market [1] Financial Performance - In Q1 2024, ST Huatuo achieved revenue of 8.145 billion yuan, a year-on-year increase of 91.12%, and a net profit of 1.35 billion yuan, with a year-on-year growth of 107.2% [1] - The explosive growth in performance is closely related to its subsidiary, Diandian Interactive, which focuses on overseas gaming [1] Product Success - Diandian Interactive's flagship SLG product, "Whiteout Survival," has topped the SensorTower's revenue chart for Chinese overseas mobile games for 10 consecutive months [1] - As of March 2024, "Whiteout Survival" has achieved global cumulative revenue of 2.25 billion USD, making it one of the fastest mobile games to reach 2 billion USD in revenue in the past five years [2] Shareholder Composition - Notable shareholders in ST Huatuo include Linzhi Tencent Technology Co., Ltd., holding 10% of shares, and Hainan Qibing Network Technology Co., Ltd., holding 1 billion shares [2][3] - Linzhi Tencent is an investment platform under Tencent Group, indicating strategic interest from major industry players [3] Strategic Collaborations - ST Huatuo has established collaborations with other gaming companies, including a partnership with Yumeide for exclusive rights to the "Legend" series IP in mainland China [4] - A strategic cooperation agreement was signed with Hainan Qibing Network to deepen collaboration around the "Legend" series and its ecosystem [4] Industry Outlook - The gaming industry is experiencing a notable recovery, driven by seasonal demand, increased license approvals, and accelerated AI technology implementation [4] - The sector is expected to benefit from the emotional consumption needs of younger users, indicating potential for upward market correction [4]