| 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 ...

Market Overview - On August 1, the gaming sector rose by 0.48% compared to the previous trading day, with G-bits leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Top Gainers in Gaming Sector - G-bits (603444) closed at 348.00, up 2.40% with a trading volume of 18,300 lots and a transaction value of 614 million [1] - ST Kaiwen (002425) closed at 3.04, up 1.67% with a trading volume of 94,500 lots [1] - Giant Network (002558) closed at 24.12, up 1.60% with a trading volume of 416,500 lots [1] - ST Huaton (002602) closed at 12.89, up 1.42% with a trading volume of 1,107,300 lots and a transaction value of 1.408 billion [1] Top Losers in Gaming Sector - Glacier Network (300533) closed at 34.88, down 3.54% with a trading volume of 198,800 lots [2] - Youzu Interactive (002174) closed at 14.43, down 2.43% with a trading volume of 496,400 lots [2] - WenTou Holdings (600715) closed at 2.29, down 1.29% with a trading volume of 340,700 lots [2] Capital Flow Analysis - The gaming sector experienced a net outflow of 664 million from main funds, while speculative funds saw a net inflow of 166 million and retail investors had a net inflow of 498 million [2] - Specific stocks like ST Huaton and Xunyou Technology had varying levels of net inflow and outflow from different investor types [3]

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]

Group 1 - The core viewpoint of the news is that Yaoji Technology (002605) has experienced a decline in both revenue and net profit in its latest quarterly report, indicating potential challenges for the company [1] - As of July 29, 2025, Yaoji Technology's stock closed at 26.77 yuan, down 0.15%, with a trading volume of 78,700 lots and a transaction amount of 210 million yuan [1] - The company's latest quarterly performance shows total operating 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% year-on-year [1] Group 2 - The company has a current ratio of 2.901, a quick ratio of 2.322, and a debt-to-asset ratio of 27.76%, indicating a relatively strong liquidity position [1] - Yaoji Technology has made investments in 32 companies and participated in 15 bidding projects, showcasing its active engagement in business development [2] - The company holds 425 trademark registrations and 125 patents, along with 46 administrative licenses, reflecting its focus on intellectual property and regulatory compliance [2]

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]

Group 1 - The controlling shareholder, Mr. Yao Shuo Bin, and his concerted parties hold a total of 207,193,857 shares, accounting for 49.63% of the company's total share capital [1] - Ms. Yao Xiaoli, Xuan Yuan Fund, and Abama Fund 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 [1][2] - The reduction will be executed through centralized bidding or block trading, with a maximum of 1% through centralized bidding and 2% through block trading [1][2] Group 2 - The shareholders involved in the reduction include Mr. Yao Shuo Bin (70,502,252 shares, 16.89%), Mr. Yao Wen Chan (27,798,813 shares, 6.66%), Ms. Yao Xiaoli (53,224,352 shares, 12.75%), Xuan Yuan Fund (6,627,900 shares, 1.59%), and Abama Fund (5,929,419 shares, 1.42%), totaling 164,082,736 shares, which is 39.30% of the total [2] - The shareholders have made commitments regarding the lock-up period and have adhered to these commitments without violations as of the announcement date [3]

Core Viewpoint - The article summarizes significant announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors regarding operational changes, financial performance, and potential risks. Group 1: Company Announcements - Zhongjin Gold announced the suspension of operations at its Inner Mongolia mining subsidiary following a tragic incident where six students drowned during a site visit [3] - China Power Construction is involved in the Yarlung Tsangpo River downstream hydropower project, but the long construction cycle introduces uncertainty regarding its future financial impact [4][5] - Su Bote's stock has seen a significant increase, with its rolling P/E ratio at 55.52, well above the industry average of 19.61, prompting a warning about trading risks [6] - Agricultural Bank of China successfully issued a total of 600 billion yuan in secondary capital bonds, with two different maturities and interest rates [7] - Nanjing Xinbai's major assets are under judicial freeze due to liquidity issues faced by its controlling shareholder [8] - Time Space Technology's stock is suspended as the controlling shareholder plans a change in control [9] - Pioneer New Materials and its former controlling shareholder are under investigation by the China Securities Regulatory Commission for information disclosure violations [10] - *ST Wanfang faces risks of change in control as its major shareholder's stock is subject to auction [11] - ST Xia Chuang plans to publicly transfer 20% of its stake in a subsidiary to optimize its asset structure [12] - Saiwei Microelectronics is planning to transfer up to 18% of its shares through an agreement, without affecting control [13] - Hailun Piano's controlling shareholder is set to change, with a new entity becoming the largest shareholder [14] - Yuanli Co. intends to acquire 100% of Tongsheng Co. to enhance its strategic business layout in silica [15][16] - Zhongtung High-tech is focusing on opportunities in the Yarlung hydropower market [17] - Shen Shui Planning Institute is monitoring developments in the Yarlung hydropower project but is not currently involved [18] - *ST Baoying plans to transfer 50.1% of its stake in a subsidiary to optimize resource allocation [19] Group 2: Financial Performance - Zhimingda reported a net profit of 38.298 million yuan for the first half of 2025, a year-on-year increase of 2147.93% [20] - Leshan Electric Power's net profit for the first half of 2025 was 7.9031 million yuan, down 14.55% year-on-year, attributed to new pricing policies and increased costs [21][22] - Sainuo Medical expects a net profit of 13.84 million yuan for the first half of 2025, a 296.54% increase year-on-year, driven by strong sales of its coronary stent products [23] - China Haisong reported a net profit of 152 million yuan for the first half of 2025, up 8.52% year-on-year [24] Group 3: Shareholding Changes - Beitaini's shareholder plans to reduce its stake by up to 2% [25] - Yaoji Technology's controlling shareholder intends to reduce their stake by up to 3% [26] - Adit's major shareholder plans to reduce their stake by up to 3% [27] - Zhonghuan Environmental Protection's specific shareholder did not execute its planned share reduction [31] - Zhangyue Technology's major shareholder plans to reduce their stake by up to 3% [37] Group 4: Buybacks and Financing - Gaon Environment plans to repurchase shares worth between 100 million and 150 million yuan [38] - Quanzhu Co. intends to raise no more than 180 million yuan through a private placement for AI-related projects [39]

Group 1 - The core viewpoint of the article highlights the planned share reductions by major shareholders in several companies, indicating potential changes in ownership dynamics [1] Group 2 - Yaoji Technology's actual controller and concerted parties plan to reduce their holdings by no more than 3% of the company's shares [1] - Yubang New Materials' shareholders intend to transfer 2.28% of the company's shares through inquiry [1] - Wentai Technology's shareholders plan to reduce their holdings by no more than 1% of the company's shares [1] - Sanfang Convertible Bonds and Ruike Convertible Bonds will not undergo adjustments [1] - Guangke Convertible Bonds have been listed [1] - Chuangjin Hexin Shounong REIT (508039) has been listed [1] - Hansang Technology's new shares are available for subscription on the Shanghai and Shenzhen stock exchanges [1]