证券之星消息，8月12日游戏板块较上一交易日上涨0.27%，神州泰岳领涨。当日上证指数报收于3665.92，上涨0.5%。深证成指报收于11351.63， 上涨0.53%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 300002 | 神小泰岳 | 14.01 | 5.90% | 226.58万 | | 31.59亿 | | 600892 | *ST大晟 | 3.16 | 4.64% | 28.48万 | | 8916.83万 | | 300113 | 顺网科技 | 22.05 | 4.60% | 52.04万 | | 11.41亿 | | 300418 | 昆仑万维 | 36.30 | 3.74% | 101.92万 | | 36.96亿 | | 300459 | 汤姆猫 | 5.72 | 1.42% | 249.83万 | | 14.31亿 | | 600633 | 浙数文化 | 14.23 | 1.14% | 37.30万 | | 5.28亿 | ...

序号代码名称最新价涨跌幅主力净流入主力净占比1688041海光信息138.82.133.88亿元5.62%2300002神 州泰岳14.015.93.83亿元12.12%3600353旭光电子15.56.242.76亿元16.7%4300773拉卡拉28.054.72.56亿元 11.58%5002173创新医疗20.599.992.50亿元7.9%6301095广立微82.05.932.03亿元17.3%7000818航锦科技 22.874.241.95亿元11.38%8603019中科曙光69.131.351.94亿元6.85%9300766每日互动40.888.491.88亿元 4.68%10002721金一文化3.914.831.51亿元14.22% 8月12日，DeepSeek概念上涨0.13%，今日主力资金流入2.67亿元，概念股79只上涨，18只下跌。 主力资金净流入居前的分别为海光信息（3.88亿元）、神州泰岳（3.83亿元）、旭光电子（2.76亿 元）、拉卡拉（2.56亿元）、创新医疗（2.5亿元）。 来源：金融界 ...

Group 1 - The stock price of Shenzhou Taiyue (300002) closed at 14.01 yuan, up 5.9% with a turnover rate of 12.43% and a trading volume of 2.2658 million hands, amounting to 3.159 billion yuan [1] - The net inflow of main funds today was 383 million yuan, accounting for 12.12% of the transaction amount, with large orders contributing a net inflow of 334 million yuan [1] - The latest quarterly report shows total operating revenue of 1.323 billion yuan, a year-on-year decrease of 11.07%, and a net profit attributable to shareholders of 239 million yuan, down 19.09% [1] Group 2 - Shenzhou Taiyue has made investments in 43 companies and participated in 2,892 bidding projects, holding 134 trademark registrations and 588 patents [2] - The company was established in 2001 and is primarily engaged in internet and related services, with a registered capital of 19.6256 billion yuan [1][2]

Group 1 - The main focus of the article is on the top 20 stocks that have seen significant inflows of capital as of August 12, with specific amounts listed for each stock [1] - The leading stock by capital inflow is Hanwha U, with an inflow of 1.914 billion yuan, followed by China Great Wall at 1.045 billion yuan [1] - Other notable stocks include Xinyi Technology with 710 million yuan, Furi Electronics with 566 million yuan, and Zhongji Xuchuang with 542 million yuan [1] Group 2 - The total capital inflow for the top 20 stocks indicates strong investor interest in these companies, suggesting potential growth opportunities in the market [1] - The data reflects a diverse range of sectors represented among the top inflows, indicating a broad interest from investors across different industries [1] - The amounts listed highlight the varying levels of investor confidence in these companies, with some stocks attracting significantly higher inflows than others [1]

Group 1 - The computing power sector leads the market with a rise of 3.2% [1] - Companies such as Cambricon Technologies increased by 19.8%, BoHui Co. by 11.59%, and Zhongdian Xindong by 10.03% [1] - Other notable performers include Shenzhou Taiyue, Pinggao Group, and Daming City, each rising over 7% [1]

Group 1 - The A-share market has seen a continuous rise, with the Shanghai Composite Index reaching new highs, particularly in sectors such as medical devices, diversified finance, gas, and insurance [1] - According to the "China Game Industry Report," the domestic game market's actual sales revenue is expected to reach 168 billion yuan in the first half of 2025, marking a year-on-year growth of 14.08% and setting a historical record. The user base is projected to be nearly 679 million, with a year-on-year increase of 0.72% [1] - Tianfeng Securities expresses a strong outlook on the AI industry as a key investment theme for the year, anticipating that 2025 may become a pivotal year for domestic AI infrastructure competition and application development, with ongoing advancements in both China and the U.S. [1] Group 2 - The创业板软件ETF华夏 (159256) tracks the创业软件指数 (399264), focusing on 50 high-quality AI software stocks in the ChiNext market, with a significant emphasis on AI applications in fintech, AI agents, and AI gaming. Software development and IT services account for 70% of the industry [2] - Major weighted stocks in the index include well-known software companies such as Tonghuashun, Runhe Software, Softcom Power, Guiding Compass, Kunlun Wanwei, and Deepin Technology [2] - Related products include创业板软件ETF华夏 (159256), 创业板200ETF华夏 (159573), and 人工智能AIETF (515070) [2]

Group 1 - The main focus of the article is on the top 20 stocks that have seen significant inflows of capital as of August 12, with specific amounts listed for each stock [1] - The stock with the highest inflow is Hanwha U, attracting 1.378 billion yuan, followed by Xinyi Sheng with 704 million yuan [1] - Other notable stocks include Furi Electronics with 562 million yuan, Zhongji Xuchuang with 463 million yuan, and China Great Wall with 415 million yuan [1] Group 2 - The total inflow amounts for the top 20 stocks indicate strong investor interest, with the cumulative inflow reaching several billion yuan [1] - The data reflects a diverse range of sectors represented among the top stocks, suggesting varied investment opportunities [1] - The presence of technology and electronics companies, such as Industrial Fulian and Fenghuo Electronics, highlights the ongoing interest in these industries [1]

Core Points - The Shanghai Composite Index closed at 3666.33 points, above the five-day moving average, with a gain of 0.51% [1] - The total trading volume of A-shares reached 1210.14 billion yuan [1] - A total of 285 A-shares have prices that surpassed the five-day moving average, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - Notable stocks with high deviation rates include: - Shengke Communication (10.15% deviation, closing price 74.35 yuan) [2] - Yutian Guanjia (9.73% deviation, closing price 53.43 yuan) [2] - Century Dingli (8.34% deviation, closing price 6.52 yuan) [2] - Other stocks with lower deviation rates that just crossed the five-day moving average include: - Xingyu Co., Ltd. [1] - Xiangying Technology [1] - Chuling Information [1] Trading Metrics - The trading performance of selected stocks includes: - Dayang Biology with a 10.00% increase and a turnover rate of 10.71% [2] - Air China Ocean with a 10.94% increase and a turnover rate of 14.82% [2] - Liyuan Co., Ltd. with a 9.80% increase and a turnover rate of 7.62% [2]

Investment Rating - The report assigns a "Buy" rating for the company [5][72]. Core Views - The company's gaming business, led by its wholly-owned subsidiary Kemu Games, has a strong track record in overseas game publishing, with past titles like "Age of Origins" and "War and Order" generating revenues exceeding 30 billion and 10 billion respectively. Future titles such as "Stellar Sanctuary" and "Next Agers" are expected to exceed revenue expectations [1][4]. - The company is positioned in the low-performing segment of the gaming sector for 2025, with its current stock price reflecting only the expected performance of existing games and not accounting for new product lines [3][4]. - The company is projected to achieve revenues of 69.3 billion, 89.4 billion, and 99.3 billion for 2025, 2026, and 2027 respectively, with net profits of 12.9 billion, 19.6 billion, and 21.5 billion [5][72]. Summary by Sections Company Overview - The company, established in 1998 and listed in 2009, aims to be a leader in the digital economy with a focus on game development and AI technology [18][19]. - Its gaming business is a top-tier player in the domestic mobile game market, with over 250 million registered users across more than 150 countries [19]. Industry Analysis - SLG games are characterized by high entry barriers and sustained revenue generation, with a typical lifecycle of 6 to 8 years [26]. - The "SLG+X" model, which integrates various gameplay elements, has gained popularity and is expected to enhance user acquisition and retention [35]. Financial Performance - The company has shown significant revenue growth, with a peak revenue of 19.4 billion in Q4 2024 and a record net profit of 4.63 billion in Q3 2024 [23][25]. - The overall expense ratio has improved, with a notable decrease in sales expense ratio from 54.5% in Q1 2021 to 43.5% in Q1 2025 [25]. New Product Development - The upcoming titles "Stellar Sanctuary" and "Next Agers" are set to initiate a new product cycle, with "Stellar Sanctuary" expected to contribute significantly to revenue [53][66]. - The company has multiple SLG games in development, with plans for commercial testing in the near future [60]. Valuation and Market Potential - The estimated target market capitalization for 2026 is around 400 billion, based on a P/E ratio of 20 times projected earnings [4][72]. - The global SLG game market is anticipated to exceed 20 billion USD by 2027, indicating strong growth potential for the company [30].

金融界消息 截至2025年8月11日收盘，神州泰岳（300002）报收于13.23元，上涨1.46%，换手率 4.63%，成交量84.36万手，成交金额11.09亿元。 通过天眼查大数据分析，北京神州泰岳软件股份有限公司共对外投资了43家企业，参与招投标项目2890 次，知识产权方面有商标信息134条，专利信息587条，此外企业还拥有行政许可5个。 来源：金融界 神州泰岳最新一期业绩显示，截至2025一季报，公司营业总收入13.23亿元、同比减少11.07%，归属净 利润2.39亿元，同比减少19.09%，扣非净利润2.26亿元，同比减少21.10%，流动比率5.856、速动比率 5.605、资产负债率10.99%。 天眼查商业履历信息显示，北京神州泰岳软件股份有限公司，成立于2001年，位于北京市，是一家以从 事互联网和相关服务为主的企业。企业注册资本196256.4954万人民币，实缴资本196256.4954万人民 币。公司法定代表人为冒大卫。 资金流向方面，今日主力资金净流入8370.99万元，占比成交额7.55%。其中，超大单净流入6836.54万 元、占成交额6.16%，大单净流入1534.45万 ...