8月14日，姚记转债盘中上涨2.16%报172.259元/张，成交额3870.39万元，转股溢价率28.46%。 截至2025年3月，姚记科技筹码集中度较分散。十大股东持股合计占比53.5%，十大流通股东持股合计 占比43.04%。股东人数3.739万户，人均流通股8916股，人均持股金额23.9万元。 资料显示，姚记转债信用级别为"A+"，债券期限6年（第一年0.30%、第二年0.50%、第三年1.00%、第 四年1.70%、第五年2.50%、第六年3.00%），对应正股名称为姚记科技，转股开始日为2024年7月31 日，转股价20.08元。 可转换债券简称可转债，是一种可以在特定时间、按特定条件转换为普通股票的特殊企业债券，兼具债 权和股权的特征。一般而言，持有人可按照发行时约定的价格将债券转换成公司的普通股票的债券。如 果债券持有人不想转换，则可以继续持有债券，直到偿还期满时收取本金和利息，或者在流通市场出售 变现。 资料显示，上海姚记科技股份有限公司前身为上海姚记扑克股份有限公司,公司创建于1994年,位列中国 印刷行业百强,上海市民营企业百强。经过多年的发展,公司已发展成为现代化扑克牌生产基地,年产 ...

Core Insights - Shanghai Zhenyouqu Cultural Technology Co., Ltd. (brand name "ShiningSoul") has completed a multi-hundred million RMB Series A financing round, led by Hillhouse Capital, with participation from Gao Rong Capital and Kaihui Fund, while Guangyuan Capital acted as the financial advisor [1] - The company focuses on transforming top-tier IP content into card formats, covering the entire chain from IP acquisition to design, issuance, and fan operation [2] Company Overview - ShiningSoul was founded in March 2023 by Yao Shuo Bin, chairman of Yaoji Technology, and industry veteran Sheng Chuan, who serves as CEO [1] - The company has established partnerships with popular IPs such as "Identity V," "Genshin Impact - Seven Saints Summon," and "Return to Future: 1999," with its recent product "Runeterra" quickly entering the top tier of TCGs [2][3] Product Performance - "Runeterra" has achieved significant market performance, ranking among the top TCGs within a week of its launch, showcasing the company's full-chain capabilities [3] - "Seven Saints Summon" has been identified as a phenomenon-level product, driving exponential growth for the company and validating its IP value transformation capabilities [3] - The integration of AI design platforms and digital supply chains supports the company's industrial capabilities, enabling a comprehensive approach from IP authorization to product launch [3] Market Dynamics - The card economy sector is experiencing explosive growth, with over 500 million users in China's subculture market and a tenfold increase potential in per capita card consumption [4] - ShiningSoul's global strategy aligns with policy incentives, aiming to transition from "product export" to "cultural export" [4] - The recent support policies from the National Development and Reform Commission and the Ministry of Culture and Tourism are seen as a significant case of policy translating into industry momentum [4] Industry Impact - ShiningSoul's model is reshaping the card industry landscape, squeezing the survival space of smaller firms and accelerating resource concentration towards leading companies [5] - Traditional card companies that rely on single IPs or distribution channels face transformation pressures [5] Future Challenges - High IP licensing costs may constrain profit margins, and the company must overcome cultural barriers in the European and American markets [5] - Short-term investments in smart technology may dilute profitability, while long-term competitiveness will depend on the ability to incubate original IPs and deepen localized operations [5] Cultural Significance - The financing round signifies a shift in the card industry from entertainment products to cultural symbols, with the combination of capital and industry driving Chinese creativity abroad [6] - If ShiningSoul can continue to excel in binding top-tier IPs, developing original content, and deepening overseas channels, it may evolve from a product manufacturer to a global cultural symbol operator [6]

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 | ...

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示，2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元，平均年薪为 81.48万元。 分行业来看，游戏行业CFO薪酬总额2952.74万元，平均薪酬128.38万元，同比增长2.78%。 按学历来看，游戏行业CFO学历以本科为主，占比56.52%，其次为硕士，占比39.13%，大专仅1人，为 汤姆猫CFO秦海娟。 按年龄来看，游戏行业CFO年龄普遍超过40岁，年龄最小的为恺英网络CFO黄振锋，1990年生，年仅35 岁。 游戏行业，三七互娱CFO叶威薪酬最高，达498.66万元，约是行业平均薪酬的3.9倍，相当于日薪1.99万 元；上年为455.84万元，同比增长9.4%。富春股份CFO林梅薪酬最低，仅48.44万元，比行业平均薪酬 低62.27%。 迅游科技CFO阳旭宇薪酬涨幅最高，年薪81.95万元，上年为63.50万元，同比增长29.1%。姚记科技CFO 梁美锋薪酬降幅最大，年薪10 ...

关于 债券受托管理人 2025 年 8 月 重要声明 本报告依据《公司债券发行与交易管理办法》《公司债券受托管理人执业行 为准则》、上海姚记科技股份有限公司（以下简称"发行人"或"公司"）就存 续公司债券与受托管理人签署的受托管理协议（以下简称"《受托管理协议》"） 及其它相关信息披露文件以及发行人出具的相关说明文件和提供的相关资料等， 由受托管理人中信建投证券股份有限公司（以下简称"中信建投证券"或"受托 管理人"）编制。中信建投证券编制本报告的内容及信息均来源发行人提供的资 料或说明。 上海姚记科技股份有限公司 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 临时受托管理事务报告 债券简称：姚记转债 债券代码：127104.SZ （二）本次权益变动的目的及持股计划 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相关 事宜作出独立判断，而不应将本报告中的任何内容据以作为中信建投证券所作的 承诺或声明。在任何情况下，未经中信建投证券书面许可，不得将本报告用作其 他任何用途。 1 中信建投证券作为姚记转债的受托管理人，根据《公司债券发行与交易管理 办法》《公司债券受托管理人执业 ...

Group 1 - The core business of the company includes mobile game operations and the design, production, and sales of various playing cards, with digital marketing contributing the highest revenue share at 34.91% and playing cards at 33.07% [3] - Since its listing in 2011, the company has achieved a cumulative net profit growth of 643.01%, reaching 539 million yuan in the latest fiscal year 2024, with no annual losses recorded over the 14 years [3] - Revenue has shown volatility, with a peak of 2.562 billion yuan in 2020 and a decline of 24.04% in 2024, resulting in revenue of 3.271 billion yuan [3] Group 2 - The company's market value has increased by 2.29 times since its listing, peaking at 19.845 billion yuan on June 19, 2023, with a stock price of 48.2 yuan [5] - As of August 4, 2023, the stock price dropped to 26.53 yuan, leading to a market value of 11.08 billion yuan, representing a decrease of 8.766 billion yuan and a market value evaporation of 44.17% from its peak [5]

Core Viewpoint - The company has reported a reduction in the shareholding percentage of its controlling shareholders and their concerted actors due to share reduction and passive dilution, which does not affect the company's governance structure or ongoing operations [3][8]. Summary by Sections Shareholding Changes - The controlling shareholders and their concerted actors' combined shareholding percentage decreased from 53.86% to 49.61%, touching a 5% integer multiple [3]. - The total share capital of the company increased from 399,933,839 shares to 417,624,507 shares due to the implementation of an equity incentive plan and the conversion of convertible bonds, resulting in a passive dilution of 2.19% for the controlling shareholders [6]. Share Reduction Plan - The controlling shareholders plan to reduce their holdings by up to 12,524,155 shares, representing 3% of the total share capital, within three months after the announcement [8]. - The reduction will occur through centralized bidding or block trading, with a maximum of 1% through centralized bidding and 2% through block trading [8]. Compliance and Commitments - The controlling shareholders have fulfilled their commitment not to transfer or manage their shares for 36 months post-IPO, and this reduction does not violate any lock-up commitments [9]. - The company confirms that the changes in shareholding do not trigger a mandatory tender offer and do not alter the identity of the controlling shareholders [3][9].

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 ...