证券代码：002624 证券简称：完美世界 公告编号：2026-005 完美世界股份有限公司 关于 2025 年度拟计提资产减值准备的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 根据《深圳证券交易所上市公司自律监管指南第1号—业务办理》《深圳证 券交易所股票上市规则》的相关规定，完美世界股份有限公司（以下简称"公司"） 将2025年度拟计提资产减值准备的具体情况公告如下，最终计提金额将以会计师 事务所审定为准。 一、2025年度拟计提资产减值准备情况概述 根据《企业会计准则》及公司会计政策等相关规定，为客观、真实地反映公 司截至2025年12月31日的资产价值、财务状况及经营情况，公司拟对可能发生减 值的相关资产计提减值准备，预计2025年全年拟计提资产减值准备金额合计约为 26,000万元至29,000万元，预计减少2025年度归属于上市公司股东的净利润（以 下简称"净利润"）25,000万元至28,000万元。具体明细如下： 单位：人民币万元 | 项目 | 本期计提金额 | | 预计减少 2025 年度 净利润金额 | | | --- | --- ...

证券代码：002624 证券简称：完美世界 公告编号：2026-004 完美世界股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 2、业绩预告情况：预计净利润为正值且属于扭亏为盈情形 三、业绩变动原因说明 2025 年，公司围绕业务聚焦、组织效率和资源配置等方面，持续推进了一 系列优化调整。在业务层面，公司进一步明确了游戏、电竞及影视板块的战略定 位与发展布局；在管理层面，以结果和价值创造为导向，公司持续加强流程治理、 完善考核机制、深化人才梯队建设，不断提升管理效率，赋能业务发展。通过多 维度优化与多项举措并行，公司整体经营态势稳步向好。 报告期内，公司预计实现归属于上市公司股东的净利润 72,000 万元至 76,000 1 | 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 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603444 | 吉比特 | 475.50 | 6.61% | 3.36万 | | 15.90 Z | | 300418 | 昆仑万维 | 56.61 | 6.05% | 169.47万 | | 97.34亿 | | 600633 | 浙数文化 | 15.91 | 5.43% | 116.55万 | | 18.72亿 | | 300315 | 掌趣科技 | 6.12 | 3.73% | 368.12万 | | 22.68亿 | | 002624 | 完美世界 | 18.77 | 3.42% | 66.96万 | | 12.59亿 | | 300459 | 汤姆猫 | 5.25 | 2.94% | 364.95万 | | 19.34亿 | | 300043 | 量辉娱乐 | 6.46 | 2.70% | 103.83万 | | 6.76亿 | | 002605 | 姚记科技 | 26.81 | 1.94% | 19.87万 | | 5 ...

北京商报讯（记者 魏蔚）1月28日，在市十六届人大四次会议期间，针对数字内容产业新职业认定，市人大代表、完美世界控股集团首席发言人王雨云提出 建议。 王雨云建议，积极开发人工智能新职业序列，大规模开展职业技能培训，健全终身职业技能培训制度。建议由市人社局牵头，会同市文化和旅游局、市经济 和信息化局，在"十五五"期间开展数字内容领域新职业调研与申报工作。优先推动AIGC（人工智能生成内容）工程师、三维建模工程师、原画设计师、动 作设计师、特效设计师等岗位进入《国家职业分类大典》或北京市地方职业目录，并同步开展职业技能标准开发试点，形成可推广的"北京经验"。 FAST IE 4.97 2 CARTY 0 R The 0 11 1 美国人民政治协商会议 4 / 3 / 991 The Base ...

Investment Rating - The report maintains an "Outperform" rating for the media industry, indicating an expected increase of over 10% relative to the CSI 300 index in the next six months [1][37]. Core Insights - The report highlights a decrease in the allocation of public funds to media sector heavyweights, with a total market value of 40.569 billion yuan at the end of Q4 2025, down 31.70% from Q3 2025 [6][10]. - The gaming sector continues to see increased allocation, with a market value of 30.206 billion yuan, representing 74.46% of the total media sector allocation, marking a 1.14 percentage point increase [11][15]. - The report notes a concentration of investments in top gaming companies, with eight out of the top ten heavyweights being gaming firms, reflecting a strong institutional focus on this segment [20][21]. Summary by Sections Heavyweight Stock Allocation - The allocation of public funds to media heavyweight stocks has decreased, with a total market value of 40.569 billion yuan, down 18.825 billion yuan from Q3 2025, resulting in a 31.70% decline [6][10]. - The allocation ratio for media heavyweights is approximately 1.22%, down 0.56 percentage points from the previous quarter [10][11]. Gaming Sector Performance - The gaming sector's market value stands at 30.206 billion yuan, accounting for 74.46% of the total media sector allocation, with a 40.09% overweight ratio, the highest recorded [11][15]. - The top three sectors by market value are gaming, advertising, and film exhibition, with gaming showing the most significant allocation increase [11][15]. Individual Company Insights - The top ten media heavyweights include companies like Giant Network, Century Huatong, and Kaineng Network, with gaming companies dominating the list [20][23]. - Notable changes in the top ten include Mango Super Media dropping out and Kunlun Wanwei entering the list [20][21]. Hong Kong Stock Preferences - In the Hong Kong market, Tencent Holdings remains the largest heavyweight with a market value of 94.525 billion yuan, despite a decrease of 12.287 billion yuan [33][34]. - Meituan and Damai Entertainment have shown significant increases in both market value and the number of funds holding their stocks [33][34]. Investment Recommendations - The report suggests focusing on high-growth segments such as AI applications and gaming, which are expected to benefit from favorable policies and strong market demand [35][36]. - Recommended companies for investment include 37 Interactive Entertainment, Perfect World, Kaineng Network, and others [35][36].

Investment Rating - The report maintains an "Outperform" rating for the media industry, indicating an expected increase of over 10% relative to the CSI 300 index in the next six months [1][37]. Core Insights - The report highlights a decrease in the allocation of public funds to media sector heavyweights, with a total market value of 40.569 billion yuan at the end of Q4 2025, down 31.70% from Q3 2025 [6][10]. - The gaming sector continues to see increased allocation, with a market value of 30.206 billion yuan, representing 74.46% of the total media sector allocation, marking a 1.14 percentage point increase [11][15]. - The report notes a concentration of investment in top gaming companies, with eight out of the top ten heavyweights being gaming firms, reflecting a high level of institutional interest [20][21]. Summary by Sections Heavyweight Stock Allocation - The allocation of public funds to media heavyweights has decreased, with a total market value of 40.569 billion yuan, down 188.25 billion yuan from Q3 2025, resulting in a 31.70% decline [6][10]. - The allocation ratio for the media sector is approximately 1.22%, down 0.56 percentage points from the previous quarter [10][11]. Gaming Sector Performance - The gaming sector's market value is 30.206 billion yuan, accounting for 74.46% of the total media allocation, with a 40.09% over-allocation ratio, the highest recorded [11][15]. - The top three heavyweights in the media sector are gaming, advertising, and film exhibition, with the gaming sector showing the most significant over-allocation [11][15]. Individual Company Focus - The top ten heavyweights in the media sector include major gaming companies such as Giant Network, Century Huatong, and Kaineng Network, with a notable shift in rankings from Q3 2025 [20][23]. - The report indicates a divergence in individual stock allocations, with some previously high-performing companies seeing reduced allocations, possibly due to profit-taking [35][36]. Investment Recommendations - The report suggests focusing on high-growth segments such as AI applications and gaming, which are expected to benefit from favorable policies and upcoming product launches in 2026 [35][36]. - Recommended companies for investment include 37 Interactive Entertainment, Perfect World, Kaineng Network, and others [35][36].

Investment Rating - The report maintains a "Buy" rating for the industry, indicating a positive outlook for the sector's performance [5][29]. Core Insights - The report highlights the significant growth in AI applications, with OpenAI's annual recurring revenue (ARR) expected to exceed $20 billion by 2025, driven by advancements in computing power and product commercialization [3][26]. - The gaming sector shows strong performance, with top mobile games achieving high download numbers and revenue rankings, indicating robust consumer engagement [2][17]. - The film industry is experiencing a resurgence, with a total box office of 304 million yuan in the last week, and several films scheduled for release during the upcoming Spring Festival [22][24]. Market Performance - From January 19 to January 25, 2026, the media industry (Shenwan) increased by 1.98%, outperforming the Shanghai Composite Index, which rose by 0.84% [12]. - Within the media sector, advertising and marketing led the gains with a 6.05% increase, while digital media saw a decline of 3.96% [12][16]. Industry Key Data AI Applications - For the week of January 12 to January 18, 2026, the estimated iOS downloads for major AI applications were as follows: Deepseek at 238,700, Doubao at 2,100,900, Tencent Yuanbao at 807,000, and Qianwen Qimai at 1,233,700, with respective week-over-week changes of -14.52%, +0.87%, +2.27%, and +15.66% [2][17]. - The weekly token usage on the OpenRouter platform was 7.50 trillion, showing a slight decrease of 1.96% [2][17]. Gaming Data - The top five mobile games on iOS as of January 24, 2026, were "Honor of Kings," "Peacekeeper Elite," "Crossfire: Gunfight King," "Endless Winter," and "Arknights: End of the World," with "Arknights" achieving over 30 million downloads globally [2][19]. - Upcoming game releases include "Survival 33 Days" by 37 Interactive Entertainment, scheduled for February 15, and "EVE," an AI companion product by a company invested in by Kying Network, expected to launch on March 14 [21][26]. Film Data - The total box office for domestic films reached 304 million yuan, with "Return to Silent Hill" leading the weekly box office at 66.06 million yuan, accounting for 21.7% of the total [22][23]. - Four films have been scheduled for the Spring Festival, including "Fast Life 3" and "Silent Awakening" [24]. Investment Recommendations - The report recommends focusing on themes such as AI applications and cultural exports, with particular attention to sub-sectors like gaming, IP, short dramas, marketing, and publishing. Specific companies highlighted for investment include Giant Network, Kying Network, Perfect World, 37 Interactive Entertainment, Century Huatong, and others [3][27].

Investment Rating - The report maintains a "Buy" rating for the industry, indicating a positive outlook for the sector's performance [5][29]. Core Insights - The report highlights the significant growth in AI applications, with OpenAI's annual recurring revenue (ARR) expected to exceed $20 billion by 2025, driven by advancements in computing power and product commercialization [3][26]. - The gaming sector shows strong performance, with top mobile games achieving high download numbers and revenue rankings, indicating robust consumer engagement [2][17]. - The film industry is experiencing a resurgence, with a total box office of 304 million yuan in the week of January 19-25, 2026, and several films scheduled for release during the upcoming Spring Festival [22][23]. Summary by Sections Market Performance - From January 19 to January 25, 2026, the media industry (Shenwan) increased by 1.98%, outperforming the Shanghai Composite Index, which rose by 0.84% [12]. - The advertising and marketing sector led the gains with a 6.05% increase, while digital media saw a decline of 3.96% [12][16]. Key Industry Data AI Application Data - For the week of January 12-18, 2026, the estimated iOS downloads for major AI applications showed varied performance, with Deepseek down by 14.52% and Tencent's Yuanbao up by 2.27% [2][17]. - The weekly token usage on the OpenRouter platform was 7.50 trillion, reflecting a slight decrease of 1.96% [2][17]. Gaming Data - The top five mobile games on iOS as of January 24, 2026, included "Honor of Kings" and "Peacekeeper Elite," with "Tomorrow's Ark: The End of Days" entering the top five shortly after its release [2][19]. - Upcoming game releases include "Survival 33 Days" set for February 15 and "EVE," an AI companion app, expected to launch on March 14 [21][26]. Film Data - The total box office for domestic films reached 304 million yuan, with "Return to Silent Hill" leading the week with a box office of 66.06 million yuan [22][23]. - Four films have been scheduled for the Spring Festival, indicating a strong pipeline for theatrical releases [22][23]. Investment Recommendations - The report recommends focusing on themes such as AI applications and cultural exports, with specific attention to sub-sectors like gaming, IP, short dramas, marketing, and publishing [3][27]. - Notable companies to watch include Giant Network, Perfect World, and Kuaishou, among others [3][27].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：新知财商早观 完美世界的2025年，无疑很是艰难。 文丨新知君 编辑丨新知君 2025 年末的资本市场，完美世界实控人池宇峰的减持动作，像一颗投入平静湖面的石子，激起了层层 涟漪。 根据公司公告，全年池宇峰累计减持公司股份 1900 万股，减持比例接近公司总股本的 2%（注：数据 源自完美世界 2025 年权益变动公告，公司总股本参考 2024 年末约 9.5 亿股测算），套现金额据二级市 场成交均价推算超 3 亿元。 这波减持来得颇为微妙 —— 恰逢游戏行业回暖、头部厂商营收普遍回升的节点（注：数据参考中国音 数协游戏工委《2025 年中国游戏产业报告》，全年行业营收同比增长 7.6%），作为曾经的 "端游巨 头"、"出海先锋"，完美世界却在此时传出实控人减持的消息，难免让资本市场浮想联翩。 投资人圈子里的疑问很直接：这是实控人对公司未来缺乏信心，还是单纯的个人资金需求？ 更核心的拷问是，经历了 2025 一整年的折腾，完美世界的业绩复苏，到底还能不能指望？要知道，这 一年里，完美世界的负面新闻就没断过：新游延期、营收下滑、出海 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002919 | 名臣健康 | 24.44 | -8.53% | 14.91万 | 3.75亿 | | 002558 | 巨人网络 | 46.21 | -7.23% | 66.54万 | 30.82 Z | | 300299 | 富春股份 | 7.27 | -4.72% | 54.26万 | 3.97亿 | | 300459 | 汤姆猫 | 5.20 | -3.88% | 240.34万 | 12.59亿 | | 300043 | 星辉娱乐 | 6.43 | -3.74% | 78.09万 | 5.02亿 | | 603444 | 吉比特 | 439.01 | -3.71% | 1.70万 | 7.51亿 | | 002517 | 恺英网络 | 24.68 | -3.67% | 52.86万 | 13.13亿 | | 002624 | 完美世界 | 17.34 | -2.91% | 46.55万 | 8.11亿 | | 300418 | 昆仑万维 ...