证券代码：300031 证券简称：宝通科技 公告编号：2025-041 1、公司名称：无锡宝通科技股份有限公司 2、法定代表人：包志方 3、统一社会信用代码：91320200725201811T 4、公司类型：股份有限公司（上市） 无锡宝通科技股份有限公司 关于完成工商变更登记并换取营业执照的公告 本公司及其董事会全体人员保证公告内容真实、准确和完整，公告不存在 虚假记载、误导性陈述或者重大遗漏。 无锡宝通科技股份有限公司（以下简称"公司"）于 2025 年 9 月 15 日召开 的2025年第一次临时股东大会同意将公司注册资本由41,557.1722万元人民币变 更为 41,874.6695 万元人民币并修订《公司章程》，授权公司管理层办理工商变 更登记等相关事宜。具体详见公司在巨潮资讯网（www.cninfo.com.cn）披露的相 关公告。 近日，公司已完成了上述工商变更登记手续，并取得了无锡市数据局换发的 营业执照，相关登记信息如下： 8、营业期限：2000 年 12 月 27 日至长期 9、经营范围：计算机软硬件的技术开发、技术服务、技术咨询及技术转让； 计算机软硬件的销售；广播电视节目、电影的制作 ...

Group 1 - The core viewpoint of the news is that Baotong Technology's stock has experienced fluctuations, with a year-to-date increase of 33.32% but a recent decline of 6.18% over the past five trading days [1] - As of October 10, Baotong Technology's stock price was 24.29 yuan per share, with a total market capitalization of 10.171 billion yuan [1] - The company has seen a net outflow of main funds amounting to 12.87 million yuan, with significant selling pressure observed [1] Group 2 - Baotong Technology's main business segments include mobile gaming products (43.69%), digital products for intelligent transportation (43.44%), and intelligent transportation system services (12.87%) [1] - The company operates within the media and gaming industry, with concepts related to digital economy and artificial intelligence [2] - For the first half of 2025, Baotong Technology reported a revenue of 1.607 billion yuan, a year-on-year decrease of 6.32%, and a net profit of 140 million yuan, down 26.73% year-on-year [2] Group 3 - Since its A-share listing, Baotong Technology has distributed a total of 549 million yuan in dividends, with 66.626 million yuan distributed in the last three years [3] - As of June 30, 2025, the top ten circulating shareholders include various ETFs, with notable increases in holdings for some and decreases for others [3]

Core Viewpoint - The company emphasizes enhancing operational quality as its core focus, aiming to solidify its operational foundation through various strategies [1] Group 1 - The company plans to optimize its product structure to improve efficiency [1] - The company aims to reduce costs and increase efficiency as part of its operational strategy [1] - The company is looking to expand its customer base by targeting high-quality clients [1] - The company intends to seize opportunities in overseas markets to bolster growth [1]

Core Viewpoint - The company, Baotong Technology, is actively diversifying and globalizing its game portfolio, which includes licensed works from leading Japanese IPs [1] Group 1: Game Development and Launch Plans - The company has several games in development, including titles such as "Code M," "Code zs," "Code ss," "Code D8," "Code BR," "Code LQS," "Code KBHX," "Code QYFHL," and "Code ATM" [1] - These games are set to launch in various regions, including Japan, South Korea, Southeast Asia, Hong Kong, Macau, Taiwan, and Europe and the United States [1] - Some products are currently undergoing pre-promotion activities, with the launch timing to be determined based on pre-order conditions and model testing [1]

Core Viewpoint - The company's stock price is influenced by multiple factors including macroeconomic environment, industry cycles, market sentiment, and capital flows [1] Group 1: Company Strategy - The company will focus on dual main businesses of industrial internet and mobile internet [1] - The company aims to adhere to a differentiated development strategy centered on technological innovation [1] - The company intends to maintain stability in its main operations to respond to market changes [1]

每经AI快讯，有投资者在投资者互动平台提问：贵公司是否持有宇树科技股份？ 宝通科技（300031.SZ）9月26日在投资者互动平台表示，公司并未持有宇树科技的股份。 （文章来源：每日经济新闻） ...

Group 1 - The company has developed its own intelligent cleaning robot system and inspection robot system, which have been implemented in key industrial scenarios such as ports and steel mills [1] - The company has received overseas orders for its quadruped robot, which has undergone secondary development, and is optimizing products based on customer needs to expand its applications [1] - The company is continuously advancing these initiatives, although there is a degree of uncertainty involved, and investors are advised to be aware of investment risks [1]

Market Overview - On September 22, the gaming sector rose by 0.16% compared to the previous trading day, with ST Huatuo leading the gains [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Individual Stock Performance - ST Huatuo (002602) closed at 19.81, with a gain of 4.98% and a trading volume of 1.495 million shares, amounting to a transaction value of 2.924 billion [1] - Other notable gainers included *ST Dazheng (600892) with a 4.08% increase and ST Kaiwen (002425) with a 3.33% increase [1] - Conversely, 37 Interactive Entertainment (002555) saw a decline of 5.52%, closing at 22.24, with a trading volume of 1.5908 million shares and a transaction value of 3.588 billion [2] Capital Flow Analysis - The gaming sector experienced a net outflow of 1.484 billion from institutional investors, while retail investors saw a net inflow of 1.582 billion [2][3] - ST Huatuo had a net inflow of 2.26 billion from institutional investors, while retail investors had a net outflow of 960.133 million [3] ETF Performance - The gaming ETF (product code: 159869) tracking the China Securities Animation and Gaming Index increased by 3.64% over the past five days, with a net inflow of 17.632 million [5] - The food and beverage ETF (product code: 515170) decreased by 2.31%, with a net outflow of 24.043 million [5]

Market Overview - On September 18, the gaming sector declined by 1.56%, with Xinghui Entertainment leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Individual Stock Performance - Xinghui Entertainment (300043) closed at 7.17, down 6.88%, with a trading volume of 2.0662 million shares and a turnover of 1.518 billion yuan [2] - Other notable declines include: - Shenzhou Taiyue (300002) down 4.95% to 14.20 with a turnover of 1.763 billion yuan [2] - Bingchuan Network (300533) down 4.55% to 40.52 with a turnover of 994 million yuan [2] - Conversely, Xunyou Technology (300467) saw an increase of 5.61%, closing at 27.10 with a turnover of 927 million yuan [1] Capital Flow Analysis - The gaming sector experienced a net outflow of 1.72 billion yuan from major funds, while retail investors contributed a net inflow of 1.439 billion yuan [2] - Speculative funds saw a net inflow of 281 million yuan into the gaming sector [2]

Group 1 - The gaming sector has shown strong performance recently, driven by new product release expectations and industry recovery, with the gaming ETF (159869) gaining nearly 1.5% [1] - Major stocks in the gaming ETF include Xunyou Technology (300467) leading with over 10% increase, followed by Beiwai Technology (002148) with nearly 6% rise, and others like Kaiying Network (002517), G-bits (603444), Baotong Technology (300031), and Giant Network (002558) also showing significant gains [1] - The gaming ETF has seen a net inflow of funds for two consecutive days, accumulating a total of 5.92 billion yuan [1] Group 2 - In the first half of 2025, the gaming sector achieved revenue of 54.452 billion yuan, a year-on-year increase of 22.17%, with net profit rising 74.95% to 8.052 billion yuan [2] - The profit increase is attributed to leading companies like Perfect World (002624) focusing on core product operations and self-developed IP iterations, alongside contributions from hit games and new game version updates [2] - The overall profitability of the gaming sector improved, with gross margin and net margin rising by 0.37 percentage points and 4.13 percentage points to 67.80% and 14.74%, respectively [2] Group 3 - Wanlian Securities notes that the media sector's overall performance is recovering, with significant improvement in the gaming sector's performance in Q2 2025 [3] - The long-term outlook for the industry is positive, with expectations of recovery in industry prosperity driven by gradual restoration of content supply, deepening AI technology empowerment, policy support, and consumer recovery [3] - Companies in the film and television industry, as well as those in the gaming sector showing strong performance, are recommended for attention, along with those involved in digital assets and AIGC-related technologies [3]