证券日报网讯完美世界（002624）11月6日发布公告，在公司回答调研者提问时表示，公司一方面稳步 推进新游戏的研发工作，另一方面高度重视老游戏的长线运营与价值深耕。针对在营游戏，公司通过持 续的内容迭代、精细多元的用户运营，保持玩家活跃生态，实现长期稳定运营。以时长收费模式的大型 3D端游《完美世界经典版》为例，自2005年11月上线至今已20年，项目组一方面通过持续的内容与技 术迭代，夯实产品根基，一方面通过社区生态建设与情感联结，构建玩家归属感。游戏通过一年一度的 全民竞技赛、经典持久的领土战玩法、轻量化内容适配、全国玩家走心交流会、抖音玩家主播招募计 划、你提我改的玩家共创栏目"小陌说"等方式，实现精细化运营，让玩家从"参与者"变为"共建者"，促 使经典端游在长期竞争中保持活力。 ...

人民财讯11月6日电，完美世界(002624)近日在线上及线下会议中表示，原创超自然都市开放世界RPG 游戏《异环》已于今年7月完成国内二测与海外首测，并分别于8月、9月亮相2025德国科隆游戏展与 2025日本东京电玩展，深受海内外用户喜爱。目前，该产品新一轮测试正在积极筹备中。未来，《异 环》将于PC端、移动端、主机端全平台登陆全球。 转自：证券时报 ...

证券之星消息，11月6日游戏板块较上一交易日下跌0.48%，星辉娱乐领跌。当日上证指数报收于4007.76，上涨0.97%。深证成指报收于 13452.42，上涨1.73%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002558 | 巨人网络 | 36.75 | 3.43% | 37.35万 | | 13.55 Z | | 300002 | 神小泰岳 | 12.38 | 1.98% | 66.01万 | | 8.17亿 | | 002624 | 完美世界 | 16.48 | 0.37% | 36.09万 | | 5.90亿 | | 002174 | 游族网络 | 12.60 | 0.16% | 24.99万 | | 3.14亿 | | 600633 | 浙数文化 | 13.57 | -0.07% | 14.64万 | | 1.98亿 | | 002605 | 姚记科技 | 25.64 | -0.39% | 3.73万 | | 9547.53万 | ...

证券代码：002624 证券简称：完美世界 完美世界股份有限公司 投资者关系活动记录表 编号：2025-004 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 √其他（线上及线下会议） | | 活动参与人员 | 参与单位名称： | | | 中信资管、信达澳亚基金、华商基金、银华基金、兴全基金、新华资产、中邮基金、大家 | | | 资产、人保资产、财通资管、财通基金、华夏基金、Point72、瑞士百达、康曼德资本、 | | | 华泰证券、长江证券、东方证券、东吴证券、方正证券、广发证券、国海证券、国金证券、 | | | 国联民生证券、国盛证券、国泰海通证券、国元证券、华创证券、华福证券、华鑫证券、 | | | 华源证券、开源证券、申万宏源证券、首创证券、天风证券、西南证券、信达证券、银河 | | | 证券、招商证券、浙商证券、中金公司、中泰证券、中信建投证券、中银证券等券商分析 | | | 师及机构投资者。 | | | 上市公司接待人员： | | | 副总裁兼董事会秘书马骏 ...

中国经济网北京11月5日讯 完美世界(002624.SZ) 今日收报16.42元，跌幅6.01%。 （责任编辑：华青剑） 昨日有券商发布研报《完美世界(002624)：游戏经营业绩延续环比增长关注《异环》后续进展》 称，预测公司2025-2026年归母净利润分别为7.7亿元、15.1亿元，对应2025-2026年PE为43.4倍、22.0 倍，维持"买入"评级。 ...

Market Performance - The three major indices opened lower but closed higher, with the Shanghai Composite Index rising by 0.23%, the Shenzhen Component Index by 0.37%, the ChiNext Index by 1.03%, and the STAR Market 50 Index by 0.23% [2] - Over 3,100 stocks in the two markets rose, with a total trading volume of approximately 1.87 trillion yuan [2] Hainan Sector - The Hainan sector saw significant gains, with companies like Hainan Development, Haima Automobile, and Hainan Strait Holdings experiencing substantial increases [3] - A new duty-free shopping policy in Hainan, effective from November 1, expands the range of duty-free goods and increases the annual duty-free allowance for travelers to 100,000 yuan, enhancing shopping options for tourists [3] - The Hainan Free Trade Port is set to officially start operations on December 18, further boosting the sector [3] Electric Equipment Sector - The electric equipment sector performed strongly, with companies like Zhongneng Electric and Jinpan Technology seeing gains of nearly 20% [3] - Microsoft CEO Satya Nadella highlighted a power shortage as a key issue for the AI industry, indicating a potential increase in demand for electric equipment to support GPU operations [3] Energy Storage and Lithium Battery Sector - Dongwu Securities revised its forecast for U.S. energy storage installations in 2026 to 76 GWh, a year-on-year increase of nearly 44%, with significant contributions from data centers [4] - The lithium battery supply chain is experiencing active orders, with a year-on-year production increase of 35% reported for major battery manufacturers [4] - Prices for key lithium battery materials have seen a rebound, with lithium carbonate rising to 80,600 yuan per ton and lithium hexafluorophosphate increasing by 46.4% [4] Coal and Steel Sector - The coal and steel sectors showed strong performance, with companies like Antai Group and Vanadium Titanium Holdings rising by 10% [5] - CITIC Securities anticipates a quarter-on-quarter increase of over 15% in the average price of thermal coal at ports, with potential price peaks exceeding 850 yuan per ton [5] - The sector is expected to maintain a rebound due to improvements in policy, coal prices, and earnings expectations [5] Weak Sectors - The innovative drug and semiconductor sectors faced declines, with companies like 3SBio and Hua Hong Semiconductor experiencing significant drops [5] - The liquor and gaming sectors also weakened, with Perfect World and Kweichow Moutai seeing notable declines [5]

随着影视上市公司的Q3季度财报披露，行业的冰与火之歌再次奏响。 当 光线传媒 以993.71%单季净利润增幅、406.78%前三季净利润增幅在增长赛道上一路狂奔， 中国电影 、 万达电影 三季度净利润均突破1.7亿元时， 博 纳影业 却交出了亏损高达11.1亿元的前三季度净利润答卷， 北京文化 、 华谊兄弟 也同样在亏损的泥潭中艰难挣扎，前三季净利均出现超百倍同比下滑。 | | | 2025年影视类上市公司三季度业绩概览 | | | | --- | --- | --- | --- | --- | | 公司简称 | Q3净利 | 同比 | 前三季度净 | 同比 | | | (亿元) | (%) | 利润 | (%) | | 光线传媒 | 1.06 | 993.71 | 23.36 | 406.78 | | 芒果超媒 | 2.52 | -33.47 | 10.16 | -29.67 | | 万达电影 | 1.73 | 212.04 | 7.08 | 319.92 | | 完美世界 | 1.62 | 176.59 | 6.66 | 271.17 | | 捷成股份 | 0.67 | -40.27 | 2.12 | - ...

Investment Rating - The report maintains an "Increase" rating for the media industry [1] Core Insights - The media sector achieved a total revenue of 127.9 billion yuan in Q3 2025, representing a year-on-year growth of 7%. The net profit attributable to shareholders reached 10.1 billion yuan, showing a significant increase of 40% year-on-year [4][16] - The gaming sector outperformed expectations, with a net profit growth of 76% year-on-year, driven by successful new game launches [4][20] - The marketing sector saw a revenue increase of 9% year-on-year, reflecting a recovery in the macroeconomic environment and improved advertising spending [4][66] - The film and television industry turned profitable, with a net profit of 0.9 billion yuan, indicating a positive trend in the movie market [4][66] - Digital media revenue grew by 8%, although net profit margins declined [4][66] - The publishing sector faced revenue pressure, with a year-on-year decline of 5% [4][66] Summary by Sections Overall Performance - The media industry reported a total revenue of 127.9 billion yuan in Q3 2025, with a year-on-year increase of 7% and a net profit of 10.1 billion yuan, up 40% year-on-year [4][13][16] Gaming Sector - The domestic gaming market's actual sales revenue was 880.3 billion yuan, down 4.1% year-on-year but up 7.0% quarter-on-quarter. The net profit for A-share gaming companies reached 55.9 billion yuan, reflecting a 76% year-on-year increase [4][20][27] - Major titles like "Endless Winter" and "Kingshot" contributed significantly to revenue growth [4][20] Marketing Sector - The marketing industry generated 45.3 billion yuan in revenue, a 9% increase year-on-year, with a net profit of 1.63 billion yuan, up 14% year-on-year [4][66][72] - The sector benefited from AI technology enhancing advertising efficiency and a recovery in advertising spending from major brands [4][66] Film and Television Sector - The film and television industry reported a revenue of 8.61 billion yuan, down 2% year-on-year, but achieved a net profit of 0.9 billion yuan, indicating a turnaround [4][66] Digital Media Sector - Digital media revenue increased by 8% to 6.5 billion yuan, but net profit fell by 28% to 0.32 billion yuan, with a net profit margin decline [4][66] Publishing Sector - The publishing sector's revenue decreased by 5% to 29.84 billion yuan, while net profit grew by 13% to 2.47 billion yuan, primarily due to tax policy impacts [4][66]

Group 1 - The core point of the article highlights the performance of the Zhongzheng 500 Enhanced ETF (159678), which has seen a decline of 1.16% as of the midday close, trading at 1.361 yuan with a transaction volume of 3.2012 million yuan [1] - The major holdings of the Zhongzheng 500 Enhanced ETF include companies such as Shenghong Technology, Huagong Technology, and Jinfeng Technology, all of which experienced declines in their stock prices, with Jinfeng Technology down by 3.69% and Giant Network down by 3.30% [1] - The fund's performance benchmark is the Zhongzheng 500 Index return, managed by Bosera Fund Management Co., Ltd., with fund managers Liu Zhao and Yang Zhenjian, showing a return of 37.81% since its establishment on February 13, 2023, but a recent one-month return of -1.90% [1]

Investment Rating - The investment rating for the company is "Buy" and is maintained [7]. Core Insights - The company reported Q3 2025 earnings with revenue of 1.726 billion yuan, a year-on-year increase of 31.45%. The net profit attributable to shareholders was 162 million yuan, and the net profit excluding non-recurring items was 165 million yuan, marking a return to profitability [2][4]. - The gaming business generated revenue of 1.57 billion yuan in Q3, reflecting a year-on-year increase of 28.6% and a quarter-on-quarter increase of 5.4%. The net profit attributable to shareholders from gaming was approximately 213 million yuan, with a non-recurring net profit of about 201 million yuan, up 9.4% quarter-on-quarter [2][12]. - The esports business showed strong performance, and attention is drawn to the upcoming third test of the game "异环" [6][12]. Summary by Sections Financial Performance - In Q3 2025, the company achieved revenue of 1.726 billion yuan, with a year-on-year growth of 31.45%. The gaming segment contributed 1.57 billion yuan, with a year-on-year increase of 28.6% and a quarter-on-quarter increase of 5.4% [2][4][12]. - The company’s esports business continues to grow, highlighted by the successful hosting of the CAC 2025 event in Shanghai [12]. Game Development - The game "诛仙世界" is set to launch by the end of 2024, and a new version was released in Q3, contributing to revenue and profit [12]. - New games launched in Q3, including "女神异闻录：夜幕魅影" and "诛仙 2", have also contributed to revenue growth [12]. Profit Forecast - The company forecasts net profits of 770 million yuan and 1.51 billion yuan for 2025 and 2026, respectively, with corresponding PE ratios of 43.4 times and 22.0 times [12].