证券代码：300002 证券简称：神州泰岳 公告编号：2025-038 北京神州泰岳软件股份有限公司 关于全资子公司有关诉讼事项进展的公告 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。 特别提示： 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。 2024年6月、2024年9月，公司陆续收到50个涉诉案件的二审民事判决书，驳 回大唐半导体或大唐微电子上诉，维持原判。相关内容请见公司分别于2024年7 月1日、2024年9月18日在巨潮资讯网（www.cninfo.com.cn）上披露的《关于全资 子公司有关诉讼事项进展的公告》（公告编号：2024-031、2024-044）。 2024年9月，北京神州泰岳系统集成有限公司分 ...

Core Viewpoint - The company, Shenzhou Taiyue, has received notifications regarding 50 litigation cases, indicating ongoing legal challenges that may impact its operations and financial performance [1] Group 1: Legal Proceedings - The company has received 50 notifications related to litigation cases [1] - Datang Semiconductor and Datang Microelectronics are appealing a civil judgment made by the Beijing First Intermediate People's Court to the Beijing High People's Court [1] - The current stage of the case is under review for retrial eligibility, with no immediate impact on the company's current or future profits being predictable at this time [1]

Investment Rating - The report maintains a "Buy" rating for the media industry, indicating a positive outlook for the sector [7]. Core Insights - The media industry (Shenwan) saw a weekly increase of 0.26%, ranking 8th among industries during the period from December 6 to December 12, 2025. Notable performers included Bona Film Group, Guangxi Radio and Television, Beijing Culture, Sanrenxing, and Huace Film & TV [11][18]. - The report highlights strong performance in AI applications and cultural exports, with a focus on sub-sectors such as gaming, intellectual property (IP), short dramas, and publishing [5][37]. Summary by Sections Market Performance - The media industry experienced a weekly increase of 0.26%, while the Shanghai Composite Index fell by 0.34%. The gaming sector saw a rise of 1.06%, and the film and television sector increased by 5.70% [11][12]. Key Industry Data AI Applications - In November, Deepseek led domestic AI web traffic with 346 million visits, despite a 2.95% month-over-month decline. Other notable AI products included Nano AI Search and Baidu AI Search, with respective monthly visits of 260 million and 52.63 million [22][23]. Gaming - The iOS gaming sales chart for December 13, 2025, was topped by "Honor of Kings," followed by "Gold Shovel Battle" and "Endless Winter." The report also noted that "Whiteout Survival" and "Kingshot" continued to perform strongly in overseas revenue [25][26]. Film - The total box office for the week of December 6-12 was 1.2 billion yuan, with "Zootopia 2" leading at 853 million yuan, accounting for 71% of the weekly total. Upcoming films include "Avatar: Fire and Ashes," set to release on December 19 [33][34]. Investment Recommendations - The report recommends focusing on themes such as AI applications and cultural exports, with specific attention to gaming, IP, short dramas, and publishing. Key companies to watch include Giant Network, Kaiying Network, Yaoji Technology, and others [5][37].

Group 1 - The A-share market experienced adjustments, with the Shenzhen Component Index and ChiNext Index turning negative during trading. The precious metals sector continued to rise, while the liquor sector strengthened, and the software development sector saw a slight pullback. The ChiNext Software ETF (Hua Xia, 159256) rose by 0.11%, with holdings like Shenzhou Taiyue increasing over 2% [1] - A conference themed "Standard Foundation Software Empowering Intelligent Future" was held in Beijing, focusing on the high-quality development strategy of the software industry. The event aimed to promote intelligent upgrades and large-scale applications in the software industry through high-quality standards [1] - In the AI industry chain, the software sector plays a crucial role in both the midstream technology layer and the downstream application layer, providing essential technical support and facilitating the implementation of AI applications [1] Group 2 - Yangtze Securities analysis highlighted that in the context of intensified Sino-U.S. technological competition, achieving complete autonomy in key areas is essential for China's technological development. The focus on domestic operating systems and foundational software within the Xinchuang industry chain is expected to gain importance as the 2025 policy assessment year approaches [2] - Related products include ChiNext Software ETF (Hua Xia, 159256), ChiNext 200 ETF (Hua Xia, 159573), and Artificial Intelligence AI ETF (515070) [2]

Core Insights - The article highlights the ongoing trend of Chinese gaming companies successfully expanding into overseas markets, with large firms optimizing classic titles and smaller firms innovating to break through [2][10] - The "Evergreen List" and "Potential Evergreen List" are introduced, showcasing games that have maintained strong performance in international markets [2][10] Group 1: Evergreen Games - In November, 26 games made it to the "Evergreen List," an increase of 3 titles from October, with notable entries including "Gossip Harbor," "PUBG MOBILE," and "Puzzles & Survival" [2][9] - The total estimated revenue for these 26 games in November reached approximately $299 million, equivalent to about 2.11 billion yuan, with 9 games exceeding $10 million in revenue [2][9][10] Group 2: Potential Evergreen Games - The "Potential Evergreen List" features 14 games, with a decrease of 4 titles from October, indicating a competitive landscape [2][10] - "Whiteout Survival" led the list with an estimated revenue of $86.21 million (approximately 609 million yuan) in November, followed by "崩坏:星穹铁道" and "Top Heroes," each surpassing $20 million [10][11] Group 3: Industry Trends and Support - The gaming industry faces challenges due to global economic pressures, but there are supportive policies from various cities in China aimed at facilitating game exports [11] - The adoption of AI technologies is helping to reduce costs and improve efficiency in game development and marketing strategies, providing a more sustainable path for Chinese games in international markets [11]

Group 1 - The core point of the article is that Shenzhou Taiyue (300002) reported a total of 103,244 shareholders as of December 10, 2025 [1]

本次评选经过合规筛查、专家评审等流程，综合考量企业的经营质量、治理水平、创新能力及长期价 值。神州泰岳在过去一年中专注于数字经济领域，持续投入人工智能和云服务等方向，优化业务结构， 提高运营效率，为行业赋能与自身可持续发展创造稳健价值。 （全球TMT2025年12月11日讯）12月8日，由证券时报主办的第十九届中国上市公司价值评选正式公布 结果，神州泰岳再次入选"创业板上市公司价值50强"。 | | | 创业板上市公司价值50强 | | | | --- | --- | --- | --- | --- | | 300002.SZ 神州泰国 | 300012.SZ 华测检测 | 300035.SZ 中科电气 | 300054.SZ 鼎龙股份 | 300140.SZ 节能环境 | | 300394.SZ 天享通信 | 300432.SZ 富临精工 | 300433.SZ 蓝思科技 | 300442.SZ 润泽科技 | 300573.SZ 兴齐眼药 | | 300576.SZ 容大感光 | 300750.SZ 宁德时代 | 300751.SZ 迈为股份 | 300770.SZ 新媒股份 | 300832.SZ 新产业 ...

Core Viewpoint - Shenzhou Taiyue has been recognized as one of the "Top 50 Value Companies on the Growth Enterprise Market" in China, reflecting its strong performance and commitment to innovation in the digital economy sector [1][3] Group 1: Company Performance - The evaluation process for the award included compliance screening and expert reviews, assessing the company's operational quality, governance, innovation capability, and long-term value [3] - Over the past year, Shenzhou Taiyue has maintained focus and deepened its investment in the digital economy, particularly in artificial intelligence and cloud services, resulting in solid technological accumulation and market competitiveness [3] Group 2: Strategic Direction - As a constituent of the ChiNext Index and the ChiNext 50 Index, Shenzhou Taiyue will continue to implement its "innovation-driven, global layout" strategy, aiming to enhance organizational operational efficiency and focus on core technology upgrades [3] - The company is committed to creating stable value for sustainable development while reinforcing its long-term growth foundation and demonstrating its core value and industry leadership through steady development [3]

Group 1 - The core point of the article is that Shenzhou Taiyue (300002) reported a total of 103,047 shareholders as of November 28, 2025 [1]

Core Viewpoint - Shenzhou Taiyue's stock has experienced a decline in both price and trading volume, reflecting a challenging financial performance and market sentiment [1][2]. Financial Performance - For the period from January to September 2025, Shenzhou Taiyue reported a revenue of 4.068 billion yuan, a year-on-year decrease of 9.86% [2]. - The net profit attributable to shareholders was 724 million yuan, down 33.77% compared to the previous year [2]. - The company has cumulatively distributed dividends of 1.297 billion yuan since its A-share listing, with 372 million yuan distributed over the last three years [3]. Stock Market Activity - As of December 2, Shenzhou Taiyue's stock price was 11.24 yuan per share, with a market capitalization of 22.111 billion yuan [1]. - The stock has seen a year-to-date decline of 2.18%, with a 6.18% drop over the last five trading days and a 17.84% decline over the last 60 days [1]. - The net outflow of main funds was 31.94 million yuan, with significant selling pressure observed [1]. Shareholder Structure - As of November 20, the number of shareholders increased to 102,300, while the average circulating shares per person decreased to 18,035 shares [2]. - The largest circulating shareholder is Huaxia Zhongzheng Animation Game ETF, holding 56.4599 million shares, an increase of 9.6514 million shares from the previous period [3].