Core Viewpoint - The report outlines the equity changes of Shanghai Yaoji Technology Co., Ltd, indicating a reduction and dilution of shares held by the disclosing parties due to personal funding needs and the company's stock incentive plan [1][6]. Group 1: Equity Change Purpose and Plan - The purpose of the equity change is based on the disclosing parties' funding needs and the dilution of their shareholding due to the company's stock incentive plan and convertible bond conversions [6][7]. - The disclosing parties plan to reduce their holdings by up to 12,524,155 shares, representing 3% of the total share capital, within three months following the announcement [7][8]. Group 2: Shareholding Structure - Before the equity change, the disclosing parties held a total of 215,393,857 shares, accounting for 53.86% of the company's total share capital [6][8]. - After the equity change, the disclosing parties' total shareholding will decrease to 207,193,857 shares, representing 49.61% of the total share capital [8]. Group 3: Share Transfer and Trading - The share transfer occurred through block trading and passive dilution, with specific internal transfers among the disclosing parties and their concerted actions [6][8]. - The report indicates that there were no transactions in the stock market by the disclosing parties or their concerted actions in the six months prior to the equity change [9][10]. Group 4: Legal Compliance and Commitments - The disclosing parties have complied with legal requirements for disclosure and have not violated any lock-up commitments made during the company's initial public offering [11][12]. - The report confirms that there are no other significant matters related to the equity change that need to be disclosed [11].

Core Viewpoint - The actual controller and its concerted actors of Shanghai Yaoji Technology Co., Ltd. have reduced their shareholding from 53.86% to 49.61%, triggering a change that touches the 5% integer multiple threshold [1][2][4]. Group 1: Shareholding Changes - The shareholding of the actual controller and its concerted actors decreased from 53.86% to 49.61%, indicating a significant reduction in control [1][2]. - The reduction in shareholding is attributed to both share sales and passive dilution due to the implementation of an equity incentive plan, resulting in a total of 17,690,668 new shares being added [3][4]. Group 2: Share Transfer Details - Internal transfers among concerted actors included significant transactions, such as 5,000,000 shares transferred to the Tai Run Fund and 6,929,419 shares to the Abama Fund [2][3]. - The total shares transferred during the reporting period amounted to 8,200,000 shares, affecting the overall shareholding structure [3]. Group 3: Future Plans and Commitments - The actual controller and concerted actors plan to reduce their holdings by up to 12,524,155 shares, representing 3% of the total share capital, within three months following the announcement [4][5]. - The company has confirmed that all commitments regarding shareholding restrictions have been adhered to, with no violations reported [5].

上海姚记科技股份有限公司简式权益变动报告书 上海姚记科技股份有限公司 简式权益变动报告书 | 上市公司名称： | 上海姚记科技股份有限公司 | | --- | --- | | 股票简称： | 姚记科技 | | 股票代码： | 002605 | | 股票上市地点： | 深圳证券交易所 | | 信息披露义务人名称： | 姚朔斌、姚文琛、邱金兰、姚晓丽、YAO | | --- | --- | | | SHUOYU | | 一致行动人 | 深圳市泰润海吉资产管理有限公司-泰润熹玥 1 号 | | | 私募证券投资基金、玄元私募基金投资管理（广 | | | 东）有限公司-玄元科新 241 号私募证券投资基金 | | | 和珠海阿巴马私募基金投资管理有限公司-阿巴马 | | | 悦享红利 号私募证券投资基金 28 | | 通讯地址： | 上海市嘉定区曹安公路 4218 号 | | 股份变动性质： | 股份减少和稀释 | 报告书签署日期：2025 年 8 月 1 日 1 上海姚记科技股份有限公司简式权益变动报告书 信息披露义务人声明 1、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证券法》《上 市公司收购管理 ...

| 证券代码：002605 | 证券简称：姚记科技 公告编号：2025-052 | | --- | --- | | 债券代码：127104 | 债券简称：姚记转债 | 上海姚记科技股份有限公司 关于控股股东暨实际控制人及其一致行动人权益变动触及5% 整数倍的提示性公告 本公司实际控制人及其一致行动人保证向本公司提供的信息内容真实、准 确、完整，没有虚假记载、误导性陈述和重大遗漏。 本公司及董事会全体成员保证信息披露的内容与实际控制人及其一致行动 人提供的信息一致。 特别提示： 上海姚记科技股份有限公司（以下简称"公司"）于近日收到公司控股股东 暨实际控制人姚朔斌先生、姚文琛先生、邱金兰女士、姚晓丽女士和 YAO SHUOYU 先生（以下简称"信息披露义务人"）发来的《简式权益变动报告书》，因减持公 司股份和被动稀释，公司控股股股东暨实际控制人及其一致行动人合计持有公司 股份占公司总股本的比例由 53.86%减少至 49.61%，触及 5%的整数倍。 现将信息披露义务人及其一致行动人深圳市泰润海吉资产管理有限公司-泰 润熹玥 1 号私募证券投资基金（以下简称"泰润基金"）、玄元私募基金投资管理 （广东）有限公司 ...

从资金流向上来看，当日游戏板块主力资金净流出6.64亿元，游资资金净流入1.66亿元，散户资金净流入 4.98亿元。游戏板块个股资金流向见下表： 证券之星消息，8月1日游戏板块较上一交易日上涨0.48%，吉比特领涨。当日上证指数报收于3559.95， 下跌0.37%。深证成指报收于10991.32，下跌0.17%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 603444 | 吉比特 | 348.00 | 2.40% | 1.83万 | | 6.14亿 | | 002425 | ST凯文 | 3.04 | 1.67% | 9.45万 | | 2865.38万 | | 002558 | 巨人网络 | 24.12 | 1.60% | 41.65万 | | 9.886 | | 002602 | ST华通 | 12.89 | 1.42% | 110.73万 | | 14.08亿 | | 300494 | 盛天网络 | 14.60 | 0.97% | 31.52 ...

Core Insights - The trading card game (TCG) market is experiencing rapid global growth, with China's market expected to reach 26.3 billion yuan in 2024, significantly outpacing global growth rates [1][3] - The global TCG market is projected to grow from 14.95 billion USD in 2024 to 57.08 billion USD by 2033, with a year-on-year growth of 15.9% [2] Industry Overview - China's TCG market is currently the largest globally, with a market size of 26.3 billion yuan in 2024, reflecting a year-on-year increase of 110.4% [3] - The market is expected to reach 44.6 billion yuan by 2029, driven by rising disposable income and a growing consumer base of over 503 million people interested in IP-related products [3] Key Drivers - The TCG market's growth is fueled by both demand and supply dynamics, with increasing consumer willingness to spend on emotional value associated with IPs and a burgeoning domestic IP ecosystem [3] - The TCG industry chain in China is maturing, with active secondary market transactions stimulating further expansion in the primary market [3] Core Elements of TCG - TCGs are characterized by low prices, high premiums, and high repurchase rates, with unique gameplay mechanics enhancing consumer engagement [4] - Successful IPs in the TCG space often possess cultural significance, emotional value, and strong fan engagement, which are critical for market success [4] Investment Opportunities - Companies with rich IP reserves and significant channel advantages are recommended for investment, including: - Card Game: A leading player in the entertainment sector with a strong market share and a diverse IP matrix [5] - Yaoji Technology: Engaged in trading platforms and card production, with potential for growth in card distribution [5] - Aofei Entertainment: Known for its popular IPs, which can drive the success of card products [5] - Huali Technology: Benefiting from the TCG industry chain through sales of related equipment and IP cards [5]

天眼查商业履历信息显示，上海姚记科技股份有限公司，成立于1989年，位于上海市，是一家以从事科 技推广和应用服务业为主的企业。企业注册资本41220.079万人民币，实缴资本18700万人民币。公司法 定代表人为姚朔斌。 通过天眼查大数据分析，上海姚记科技股份有限公司共对外投资了32家企业，参与招投标项目15次，知 识产权方面有商标信息425条，专利信息125条，此外企业还拥有行政许可46个。 来源：金融界 金融界消息 截至2025年7月29日收盘，姚记科技（002605）报收于26.77元，下跌0.15%，换手率 2.34%，成交量7.87万手，成交金额2.10亿元。 资金流向方面，今日主力资金净流出3763.54万元，占比成交额17.95%。其中，超大单净流出2087.02万 元、占成交额9.96%，大单净流出1676.52万元、占成交额8.0%，中单净流出流入622.34万元、占成交额 2.97%，小单净流入3141.20万元、占成交额14.98%。 姚记科技最新一期业绩显示，截至2025一季报，公司营业总收入7.79亿元、同比减少20.67%，归属净利 润1.41亿元，同比减少6.70%，扣非净利润1 ...

Core Viewpoint - Yaoji Technology, known as "the first poker stock," is facing a share reduction by its controlling shareholder, which may indicate liquidity needs and could impact investor sentiment [1][2]. Group 1: Shareholder Actions - The controlling shareholder, Yao Shuaobin, and four other associated parties plan to reduce their holdings by up to 12.52 million shares, representing 3% of the total share capital [1]. - The reduction will occur through both centralized bidding and block trading, with a maximum of 1% and 2% of the total share capital being sold through these methods, respectively [1]. - As of the announcement, Yao Shuaobin and associated parties hold 206.9 million shares, accounting for 49.63% of the total share capital [2]. Group 2: Financial Performance - Yaoji Technology's revenue has seen significant growth from 980 million yuan in 2018 to 4.307 billion yuan in 2023, but there was a notable decline in revenue in 2023 [3]. - The company's revenue for 2024 is reported at 3.271 billion yuan, a decrease of over 1 billion yuan, representing a year-on-year decline of 24.04% [3]. - The decline in revenue is attributed to all three main business segments, with digital marketing experiencing the most significant drop of 40.25% [3]. Group 3: Profitability Trends - The net profit of Yaoji Technology peaked at 1.093 billion yuan in 2020 but has been on a downward trend since, with net profits of 547 million yuan in 2021 and 349 million yuan in 2022 [4]. - In 2023, the net profit slightly rebounded to 539 million yuan, but it still represented a year-on-year decrease of 4.17% [4]. - The first quarter of the current year shows continued declines in both revenue and net profit, with revenue at 779 million yuan, down 20.67%, and net profit at 141 million yuan, down 6.70% [4].

Core Viewpoint - Yaoji Technology (002605.SZ) announced a share reduction plan by its controlling shareholder and actual controller, Yao Shoubin, along with his associates, aiming to sell up to 12,524,155 shares, representing 3% of the company's total share capital, to meet personal funding needs [1][2]. Group 1: Shareholding and Reduction Plan - The controlling shareholder Yao Shoubin and his associates hold a total of 207,193,857 shares, accounting for 49.63% of the company's total share capital [1]. - The planned share reduction will occur within three months after the announcement, with a maximum of 1% through centralized bidding and 2% through block trading [1][2]. Group 2: Financial Performance - In Q1 2025, Yaoji Technology reported revenue of 779 million yuan, a year-on-year decrease of 20.67%, and a net profit attributable to shareholders of 141 million yuan, down 6.70% [3]. - For the year 2024, the company recorded revenue of 3.27 billion yuan, a decline of 24.04%, and a net profit of 539 million yuan, down 4.17% [5]. - The net cash flow from operating activities for 2024 was 594 million yuan, an increase of 31.94% compared to the previous year [5].

Group 1 - High Energy Environment reported a net profit of 502 million yuan for the first half of 2025, an increase of 20.85% year-on-year, while revenue decreased by 11.20% to 6.7 billion yuan [1] - Angel Yeast plans to acquire 55% of Shengtong Sugar Industry for 506 million yuan, which will make Shengtong a subsidiary [1] - Wentech Technology's shareholders plan to reduce their holdings by up to 1% of the company's shares, amounting to approximately 12.45 million shares [1][2] Group 2 - *ST Zhengping clarified that it is not involved in the Yarlung Zangbo River downstream hydropower project, despite market speculation [2] - Aidi Te announced that two shareholders plan to reduce their holdings by up to 3% of the company's shares, totaling approximately 319,690 shares [3] - *ST Baoying intends to publicly transfer 50.1% of its stake in Danhua Renewable Energy for an initial price of 30 million yuan, expecting a loss of about 29.4 million yuan [5] Group 3 - Yaoji Technology's controlling shareholder plans to reduce their holdings by up to 3% of the company's shares, approximately 1.25 million shares [6] - China Haicheng reported a net profit of 152 million yuan for the first half of 2025, an increase of 8.52% year-on-year, with total revenue of 2.745 billion yuan [8] - Shenzhou Information's major shareholder plans to reduce their holdings by up to 0.97%, approximately 9.5 million shares [9] Group 4 - Betaini's major shareholder plans to reduce their holdings by up to 2%, approximately 842,590 shares [10] - Guotou Intelligent's shareholders plan to reduce their holdings by up to 1.35%, approximately 11.59 million shares [12] - Shen Shui Institute confirmed it is not participating in the Yarlung Zangbo River downstream hydropower project [14] Group 5 - Xidi Micro announced a risk of losing control over its subsidiary Zinitix due to alleged misconduct by current directors [15] - Tiantian Technology's controlling shareholder plans to reduce their holdings by up to 3%, approximately 38.95 million shares [17] - Ningbo Color Master announced a plan to reduce holdings by up to 1.38%, approximately 231,550 shares [19] Group 6 - Dongguan Holdings plans to publicly transfer 20% of its stake in Dongguan Songshan Lake Microfinance Company for a base price of 48.12 million yuan [21] - Bohai Leasing's subsidiary Avolon intends to purchase 15 A330NEO and 75 A321NEO aircraft from Airbus [22] - Dongfang Fortune reported that shareholder Shen Yougen's stake has decreased to 0.19% after transferring 158.8 million shares [23] Group 7 - Quanzhu Co. plans to raise up to 180 million yuan through a private placement to fund AI-based projects [24] - Zhongjin Gold announced that its subsidiary in Inner Mongolia has ceased operations following a tragic incident [25] - *ST Xinchao has changed its chairman and legal representative, appointing Zhang Junyu as the new chairman [27]