顺网科技涨超12%，迅游科技涨超7%，浙数文化、完美世界、掌趣科技、神州泰岳、盛天网络、富春 股份等个股跟涨。 ...

证券日报网讯2月3日，神州泰岳（300002）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司股东人数为111145户。 ...

从资金流向上来看，当日游戏板块主力资金净流出6.03亿元，游资资金净流出4.29亿元，散户资金净流入10.32亿元。游戏板块个股资金流向见下 表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300113 顺网科技 | | 1.59亿 | 4.95% | -9183.07万 | -2.85% | -6735.49万 | -2.09% | | 300418 | 昆仑万维 | 3723.89万 | 0.79% | -6882.46万 | -1.45% | 3158.57万 | 0.67% | | 300315 掌趣科技 | | 3073.61万 | 2.12% | -3387.01万 | -2.34% | 313.40万 | 0.22% | | 300043 | 星辉娱乐 | 2917.64万 | 3.49% | 99.10万 | 0.12% | -3016.74万 | -3.60% | | 300494 盛天网络 ...

Core Viewpoint - The article discusses rumors regarding potential tax rate adjustments for the financial and internet value-added services sectors, particularly gaming, which led to a decline in stock prices for major internet companies like Tencent. However, industry insiders have largely dismissed these rumors as unfounded and lacking credibility [1][6][7]. Group 1: Market Reactions - On February 3, market rumors about tax rate adjustments caused a significant drop in the A-share gaming sector, with Century Huatong's stock falling over 9%, and other major gaming stocks like Kaixin Network and Giant Network also experiencing declines [1]. - Despite the initial drop, gaming stocks rebounded later, with Shunwang Technology rising by 14.65% and other companies like Xunyou Technology and Zhejiang Shuju Culture seeing increases of over 5% [1][2]. Group 2: Tax Rate Rumors - The rumors suggested that the gaming tax rate might align with the 32% rate applied to liquor, which is a consumption tax, while gaming services are subject to a value-added tax (VAT) of 6% [6][7]. - Industry experts confirmed that there has been no official communication regarding tax rate changes, and the credibility of the rumors is considered low [6][7]. Group 3: Tax Policy Context - The current VAT law, effective from January 1, 2026, specifies three tax rates: 13%, 9%, and 6%, with financial and modern services, including gaming, falling under the 6% category [7]. - Recent adjustments in tax rates have only affected basic telecommunications services, and any changes to the tax structure would require rigorous legislative or administrative processes [7]. - The prevailing policy focus is on stabilizing growth and supporting innovation, making significant tax increases on key industries unlikely [7].

Investment Rating - The report assigns an "Overweight" rating for the industry [4] Core Insights - The media index (Shenwan) increased by 0.21%, ranking 10th among 31 industries, outperforming the CSI 300 index which rose by 0.08% [8] - The report suggests investing in vertical segments with high growth potential, recommending companies such as Wanda Film, Perfect World, and Mango Super Media [8] Summary by Sections DeepSeek Model Release and Spring Festival Film Schedule - DeepSeek launched a new document recognition model, DeepSeek-OCR2, which significantly enhances image recognition capabilities through a novel "Causal Flow" visual reasoning logic [9] - As of now, six films have been scheduled for the 2026 Spring Festival, showcasing a diverse range of genres including drama, comedy, crime, action, martial arts, and animation [15] Industry and Company News - The report highlights key developments in AI and the internet, including Alibaba's AI chip launch and Tencent's AI-powered input method [20] - In the cinema sector, the film "Star River Dream" has been officially scheduled for the 2026 Spring Festival [22] - The gaming industry is also active, with Nintendo announcing a classic game library for its Switch Online service [22] Company Performance and Recommendations - The report provides a valuation table for recommended companies, indicating their expected earnings per share (EPS) and price-to-earnings (PE) ratios for 2024 to 2026, with all recommended companies rated as "Overweight" [16][17] - Notable companies include: - Wanda Film: Market cap of 250.03 billion, PE of 19.41 for 2024 [16] - Perfect World: Market cap of 365.49 billion, PE of 44.86 for 2024 [16] - Mango Super Media: Market cap of 532.40 billion, PE of 32.36 for 2024 [16]

证券代码：300002 证券简称：神州泰岳 公告编号：2026-002 北京神州泰岳软件股份有限公司 关于全资子公司与大唐半导体有关诉讼再审的进展公告 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。 特别提示： 二、案件进展情况 大唐半导体目前已被吸收合并注销，诉讼主体资格已由大唐投资控股发展 （上海）有限公司（以下简称"大唐发展"）承继，其向北京市高级人民法院重新 提交再审申请书，并变更了再审请求。近日，公司陆续收到北京市高级人民法院 送达的《再审申请书》，主要内容如下： 1.案件所处的诉讼（仲裁）阶段：再审立案审查阶段。 2.上市公司所处的当事人地位：被申请人（一审原告、二审被上诉人）。 3.涉案的金额：不适用。 4.对上市公司损益产生的影响：本次案件尚处于再审立案审查阶段，是否符 合再审立案条件尚需北京市高级人民法院审查后裁定，目前暂无法预计对公司本 期或期后利润的影响。公司将密切关注案件的进展情况并及时履行信息披露义务， 敬请广大投资者注意投资风险。 一、本次诉讼事项的基本情况 2025年12月，北京神州泰岳软件股份有限公司（以下简称"公司"）陆续收到 ...

证券代码：300002 证券简称：神州泰岳 公告编号：2026-001 北京神州泰岳软件股份有限公司 关于 2023 年员工持股计划股份出售完毕的公告 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。 北京神州泰岳软件股份有限公司（以下简称"公司"）2023 年员工持股计划 （以下简称"本次员工持股计划"）所持有的公司股份已全部出售完毕。根据《关 于上市公司实施员工持股计划试点的指导意见》《深圳证券交易所上市公司自律 监管指引第 2 号－创业板上市公司规范运作》等相关规定，现将相关情况公告如 下： 1.截至 2026 年 1 月 29 日，本次员工持股计划所持有的 9,407,825 股公司股 份已全部出售完毕。公司实施本次员工持股计划期间，严格遵守市场交易规则， 遵守中国证监会、深圳证券交易所关于信息敏感期不得买卖公司股票的规定，不 存在利用内幕信息进行交易的情形。 2.根据《北京神州泰岳软件股份有限公司 2023 年员工持股计划（草案）》 的相关规定，后续将进行相关资产的清算，并按持有人持有的份额进行分配，完 成分配后本次员工持股计划将终止，届时公司将按照相 ...

资料显示，北京神州泰岳软件股份有限公司位于北京市朝阳区北苑路甲13号院1号楼22层，成立日期 2001年5月18日，上市日期2009年10月30日，公司主营业务涉及运营商业务、物联网与通信、人工智能 与大数据、手机游戏及创新业务等。主营业务收入构成为：游戏75.53%，AI/ICT运营管理19.89%，物 联网/通讯2.04%，创新服务1.99%，其他(补充)0.55%。 从基金十大重仓股角度 数据显示，招商基金旗下1只基金重仓神州泰岳。招商体育文化休闲股票A（001628）四季度增持13.4万 股，持有股数88.36万股，占基金净值比例为3.85%，位居第六大重仓股。根据测算，今日浮盈赚取约 54.78万元。 招商体育文化休闲股票A（001628）成立日期2015年8月18日，最新规模1.83亿。今年以来收益 18.98%，同类排名213/5549；近一年收益48.27%，同类排名1600/4285；成立以来收益127.6%。 招商体育文化休闲股票A（001628）基金经理为文仲阳。 截至发稿，文仲阳累计任职时间5年255天，现任基金资产总规模11.8亿元，任职期间最佳基金回报 72.69%， 任职期间最差 ...

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].