在多次套现、公司业绩承压下，完美世界（002624）实控人池宇峰再套现上亿元。 1月5日晚间，完美世界公告，公司收到实际控制人池宇峰《关于减持股份比例触及1%整数倍的告知函》，2026年1月5日，池宇峰通过集中竞价及大宗交 易方式累计减持公司股份686万股。本次权益变动后，池宇峰及其一致行动人完美世界控股集团有限公司、石河子快乐永久股权投资有限公司合计持有公 司股份620671903股，占公司总股本比例由32.35%降至31.99%。池宇峰减持原因为自身资金需求。 池宇峰持续减持背后，完美世界业绩承压。 公司扣非净利润从2020年的10.43亿元骤降至2021年的1.02亿元，2022年回升至6.91亿元，2023年又下滑至2.10亿元，到了2024年，扣非净利润则录得13.12 亿元亏损。与此同时，公司营收总体呈下降趋势，从2020年的102.25亿元降至2024年的55.70亿元。 今年前三季度，公司营收为54.17亿元，同比增长33.00%；归母净利润6.66亿元，扣非净利润4.83亿元，同比均扭亏为盈。总体来看，公司在经历了2024年 的营收下滑和巨额亏损后，今年前三季度业绩有了明显好转。 ↓↓↓ 1 ...

证券代码：002624 证券简称：完美世界 公告编号：2026-001 完美世界股份有限公司（以下简称"公司"）收到池宇峰先生《关于减持股份比例触及 1%整数倍的告知函》，2026 年 1 月 5 日，池宇峰先生通过集中竞价及大宗交易方式累计 减持公司股份 6,860,000 股。本次权益变动后，池宇峰先生及其一致行动人完美世界控股 集团有限公司、石河子快乐永久股权投资有限公司合计持有公司股份 620,671,903 股，占 公司总股本比例由 32.35%降至 31.99%，权益变动触及 1%的整数倍，现将具体情况公告 如下： | 1．基本情况 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 信息披露义务人 | 池宇峰 | | | | | | | | | | 住所 | 北京市海淀区逸成东苑小区*号楼*单元***号 | | | | | | | | | | 权益变动时间 | 年 | 月 | 日 | 2026 | 1 | 5 | | | | | 公司实际控制人池宇峰先生因自身资金需求，于 | 年 ...

完美世界公告称，2026年1月5日，实际控制人池宇峰因自身资金需求，通过集中竞价和大宗交易累计减 持公司股份686万股，占总股本的0.35%。本次权益变动后，池宇峰及其一致行动人合计持股降至 62067.19万股，占比由32.35%降至31.99%，触及1%整数倍。本次减持与预披露计划一致，未超计划数 量，不会导致控制权变更，也不影响公司经营。 ...

完美世界1月5日大宗交易平台出现一笔成交，成交量450.00万股，成交金额7515.00万元，大宗交易成交 价为16.70元，相对今日收盘价折价1.24%。该笔交易的买方营业部为机构专用，卖方营业部为国泰海通 证券股份有限公司北京知春路证券营业部。 证券时报·数据宝统计显示，完美世界今日收盘价为16.91元，上涨3.17%，日换手率为2.81%，成交额为 8.62亿元，全天主力资金净流出3231.83万元，近5日该股累计上涨4.32%，近5日资金合计净流出6469.84 万元。 两融数据显示，该股最新融资余额为7.41亿元，近5日减少4131.93万元，降幅为5.28%。（数据宝） | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折溢 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 价（%） | 业部 | | | 450.00 | 7515.00 | 16.70 | -1.24 | 机构专 | 国泰海通证券股份有限公司北京知 | | | | | | 用 | 春路证券营业部 | （文章来源：证券时报网 ...

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！ 第1笔成交价格为16.70元，成交450.00万股，成交金额7,515.00万元，溢价率为-1.24%，买方营业部为机 构专用，卖方营业部为国泰海通证券股份有限公司北京知春路证券营业部。 进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为7515万元。该股近5个交易日累计 上涨4.32%，主力资金合计净流出4345.27万元。 责任编辑：小浪快报 1月5日，完美世界收涨3.17%，收盘价为16.91元，发生1笔大宗交易，合计成交量450万股，成交金额 7515万元。 ...

"In my enterprises, you need a calendar, not a stop-watch. They're geared to a ten-year cycle." ——Laurance Rockefeller. 在我的事业中，你需要的是日历，而不是一块秒表。它是以十年为周期运转的。——劳伦斯·洛克菲勒（美国企业家、慈善家，洛克菲勒家族成员） 十年前，中国游戏行业争论的焦点仍是，重度手游究竟能不能走通？此后十年，重度手游带领中国游戏产业开疆拓土，一度推动中国成为全球规模最大的 单一游戏市场。期间，也涌现了腾讯、网易、米哈游、世纪华通等优秀厂商，成为全球排名Top 10的游戏研发商。 十年后，随着硬件、用户、玩法红利逐渐消失，中国乃至全球游戏行业，正在步入一种更加结构性的困局：过去，我们相信一款爆款可以重塑游戏市场格 局，甚至引发行业级"军备竞赛"，比如MOBA、吃鸡、搜打撤。而现在，我们发现，游戏行业已经悄悄进入另一种秩序：大DAU赛道被大厂垄断；买量 被字节算死，厂商沦为打工人；讨论的重心从做手游转向跨端，要么搞单机，要么搞小游戏。 同时，中国游戏玩家也变得越来越难伺候。十年前，他 ...

华鑫证券研报指出，完美世界2025年主业端游戏与影视双回暖，看2026年产品进展，作为内容与技术践 行者，从游戏到长短剧，本质围绕内容IP做打磨，形成经典与创新双轮驱动，AI时代积极整合AI工具， 提升内容生成与研发效率，电竞业务中引入VR全息观赛、XR实时沙盘技术，影视业务自主研发"弧光 智作系统"，利用AI优化制作流程，并通过IP联动、跨平台内容开发，打通游戏与影视内容的互动闭 环，当前股价对应PE分别为41.0、27.6、19.8倍，首次覆盖，给予"买入"投资评级。 ...

Core Viewpoint - The Zhongzheng 500 Enhanced ETF (159678) has shown a positive performance since its inception, with a return of 40.53% since February 13, 2023, and a recent one-month return of 7.00% [1] Group 1: ETF Performance - The Zhongzheng 500 Enhanced ETF opened at 1.416 yuan, with an increase of 0.93% [1] - The ETF's performance benchmark is the Zhongzheng 500 Index return rate [1] - The fund is managed by Bosera Asset Management, with fund managers Liu Zhao and Yang Zhenjian [1] Group 2: Top Holdings - Key stocks in the ETF include: - Shenghong Technology up 1.47% - Huagong Technology up 0.28% - Goldwind Technology up 10.00% - Giant Network down 0.42% - Perfect World up 0.98% - Ninebot Company up 0.27% - Jincheng Trust up 0.11% - Gaode Infrared up 1.91% - Rockchip up 0.46% - Shennong Development unchanged [1]

Investment Rating - The report recommends a positive investment outlook for the technology sector, specifically highlighting key stocks for January 2026 [6]. Core Insights - The report identifies several key companies within the technology sector, including Eastcompeace, Jincheng Electronics, Xinyi Technology, Tax Friend, Haiguang Information, Giant Network, and Perfect World, as potential investment opportunities [6][8][9][10][11][12][13][14]. Summary by Category Electronics - **Eastcompeace**: The company is entering a growth phase driven by AI technology breakthroughs, leading to increased capital expenditure from cloud vendors and a surge in demand for data servers. The acquisition of Solstice Optoelectronics enhances its position in optical communication [8]. - **Jincheng Electronics**: The company reported a revenue of 889 million yuan in Q3 2025, a year-on-year increase of 25.4%. The semiconductor business is expected to grow significantly, with an order backlog of approximately 1.791 billion yuan [9]. Communication - **Xinyi Technology**: As a leading manufacturer of high-speed optical modules, the company has made significant inroads with major clients like Amazon and is expected to see substantial profit growth from 2025 to 2027, with projected net profits of 94.97 million yuan, 166.16 million yuan, and 217.76 million yuan respectively [10]. - **Huafeng Technology**: The company is positioned to benefit from the high demand for AI applications and is expected to see net profits grow from 3.53 million yuan in 2025 to 8.73 million yuan by 2027 [10]. Computer - **Tax Friend**: The company is a leader in the financial IT sector, leveraging AI and big data to provide comprehensive solutions for businesses. It aims to enhance its product offerings and customer engagement through innovative AI-driven solutions [11]. - **Haiguang Information**: The company is a key player in the domestic high-end CPU market, expected to benefit from the growing demand for AI computing power. It aims to establish a comprehensive AI computing platform [12]. Media - **Giant Network**: The company is experiencing stable commercialization with new game releases and updates expected to drive user engagement and revenue growth [13]. - **Perfect World**: The company is preparing for the launch of its new game "Yihuan," which has shown strong pre-launch interest, and is also focusing on expanding its esports business [14].

Investment Rating - The report assigns an "Overweight" rating for the media industry, particularly highlighting opportunities in the gaming sector [5]. Core Insights - The media index saw a maximum increase of over 40% in 2025, with the gaming index nearly doubling, indicating strong growth potential in the gaming sector [2][9]. - The film market is experiencing a trend of increasing concentration among top films, with imported films leading the box office during the New Year period [18][21]. Summary by Sections 1. Media Index Performance - The media index achieved a maximum increase of 42.24% in 2025, with a notable rise of 30% from January 2 to December 31 [8][9]. - The gaming sector outperformed all other sub-sectors, with a maximum increase of 98.45% in 2025, while other sectors like film exhibition benefited from the Spring Festival, nearing a 50% increase [9][17]. 2. Film Market Trends - The total box office for 2025 reached 51.8 billion yuan, a year-on-year increase of 22%, with over 1.2 billion admissions [18][20]. - The number of imported films exceeded 100 for the first time in five years, reaching 106, contributing significantly to box office revenues [21][22]. - The concentration of box office revenue among top films is increasing, with a few high-grossing films supporting the market [21][23]. 3. Recommendations for Companies - The report recommends focusing on companies in the gaming sector such as Giant Network, Century Huatong, and Perfect World, which are expected to perform well due to the release of new games and the performance of existing titles [17][27]. - For the film sector, companies involved in upcoming films for the Spring Festival, such as Maoyan Entertainment and Wanda Film, are highlighted as potential beneficiaries [27][28].