截至6月30日，顺网科技股东户数5.72万，较上期减少10.69%；人均流通股9064股，较上期增加 10.66%。2025年1月-6月，顺网科技实现营业收入10.10亿元，同比增长25.09%；归母净利润1.62亿元， 同比增长69.22%。 今年以来顺网科技已经1次登上龙虎榜，最近一次登上龙虎榜为8月22日，当日龙虎榜净买入3.05亿元； 买入总计4.60亿元 ，占总成交额比20.53%；卖出总计1.55亿元 ，占总成交额比6.92%。 资料显示，杭州顺网科技股份有限公司位于浙江省杭州市拱墅区湖州街555号顺网运河国际(1号楼、2号 楼、3号楼、4号楼、6号楼)，成立日期2005年7月11日，上市日期2010年8月27日，公司主营业务涉及网 络广告及推广、互联网增值业务、游戏运营、与信息和网络安全有关的软件研发及集成、评估、咨询等 服务。主营业务收入构成为：网络广告及增值业务79.23%，游戏业务20.60%，其他业务0.18%。 顺网科技所属申万行业为：传媒-游戏Ⅱ-游戏Ⅲ。所属概念板块包括：DeepSeek概念、AIGC概念、人 工智能、操作系统、边缘计算等。 9月15日，顺网科技盘中上涨2.08%， ...

顺网科技核心业务包括网络广告和增值业务、游戏业务及展会业务，其 中网络广告和增值业务受益于网吧行业景气度提升，尤其受到年轻人情 绪价值消费的推动，全国平均单时长消费约为 8 至 10 元。 网吧行业景气度提升得益于年轻人新消费趋势、PC 领域技术进步与硬件 升级，以及经典游戏和新优质内容的吸引，从业者对线下实体经济的投 资热情也推动了行业发展。 顺网科技将深耕现有核心业务，优化管理软件、提升用户体验，引入更 多优质内容和经典游戏资源，探索新的商业模式，并关注硬件升级与技 术进步，扩大展会品牌影响力。 网吧行业景气度直接影响顺网科技的业务表现，网吧经营向好会促进广 告客户投放，游戏厂商广告投放需求的增加直接反映在营收数据上，尤 其是在跨终端版号申请成为新趋势的背景下。 顺网科技通过与游戏公司深度合作、优化资源位、精准匹配用户需求等 方式优化业务，并利用 AI 等新技术提升用户体验和广告精准投放效果， 例如在网微大师新版本更新中体现明显。 Q&A 请介绍一下数王科技当前的业务状况及其发展背景。 数王科技成立于 2005 年，作为传媒板块的一员，公司主要业务基于网吧和电 竞酒店等电竞科技场所。公司从提供网吧管理软件 ...

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 短剧游戏 | 2.61 | 硅能源 | -1.73 | | 赛马概念 | 2.40 | 石墨电极 | -1.51 | | 足球概念 | 2.25 | 有机硅概念 | -1.27 | | 云游戏 | 2.10 | PEEK材料 | -1.25 | | AI PC | 1.95 | 钠离子电池 | -1.11 | | 网络游戏 | 1.93 | 草甘膦 | -1.11 | | 冰雪产业 | 1.88 | 芬太尼 | -1.11 | | Sora概念(文生视频) | 1.80 | 两轮车 | -1.07 | | 手机游戏 | 1.76 | 超导概念 | -1.03 | | 6G概念 | 1.73 | 氟化工概念 | -1.02 | 资金面上看，今日云游戏概念板块获主力资金净流入1.11亿元，其中，15股获主力资金净流入，5股主 力资金净流入超5000万元，净流入资金居首的是完美世界，今日主力资金净流入1.65亿元，净流入资金 居前的还有星辉娱乐、巨人网络、顺网科技等，主力资金分别净流入1.14 ...

证券日报网讯顺网科技（300113）9月8日在互动平台回答投资者提问时表示，公司自主研发的智能体引 擎，能够实现AI应用与大模型解耦，更利于基于AI智能体的应用开发，具有自主研发、多模态、融合 大小混合模型、自主规划的特点，能够在从大模型到应用的过程中有效地连接算力、模型与应用，帮助 从业者高效利用算力与模型，降低AI的准入门槛，轻松打造高质量的行业AI应用。 ...

Group 1 - A total of 31 companies were investigated by funds on September 2, with 44 companies in total being researched by institutions [1] - The most popular company was Huafeng Measurement Control, which attracted 14 funds for investigation [1] - The companies investigated belong to various sectors, with the electronics sector having the highest representation at 6 companies [1] Group 2 - Among the companies investigated, 17 had a total market capitalization of less than 10 billion yuan [1] - In terms of market performance, 7 stocks among the investigated companies increased in value over the past 5 days, with Longyang Electronics leading at a 29.96% increase [1] - Conversely, 24 stocks experienced declines, with Jinxiandai showing the largest drop at 13.84% [1] Group 3 - The net inflow of funds over the past 5 days was positive for 8 stocks, with Huahai Chengke receiving the highest net inflow of approximately 92.75 million yuan [2] - Other companies with significant net inflows included Boyuan Shares and Huafeng Measurement Control, with net inflows of 87.39 million yuan and 66.87 million yuan respectively [2] - A detailed list of companies investigated by funds includes their respective codes, number of funds involved, latest closing prices, and recent performance [2][3]

Group 1: Company Performance - The company achieved a revenue of 101,025.41 million yuan in the first half of 2025, representing a year-on-year growth of 25.09% [2] - The net profit attributable to shareholders was 16,151.56 million yuan, with a year-on-year increase of 69.22% [2] - Revenue from online advertising and value-added services reached 80,038.32 million yuan, growing by 30.99% [2] - The gaming business generated 20,809.58 million yuan in revenue, marking a growth of 7.37% [2] Group 2: Industry Overview - The domestic gaming market's actual sales revenue was 168 billion yuan in the first half of 2025, with a year-on-year growth of 14.08% [3] - The number of gaming users reached approximately 679 million, reflecting a growth of 0.72% [3] - The client game market's actual sales revenue was 35.403 billion yuan, increasing by 4.86% [3] - The number of online service venues and esports hotels reached 107,300, with a revenue scale of 48.95 billion yuan in the first half of 2025 [3] Group 3: Business Development and Strategy - The company focuses on providing end-to-end technology solutions for the esports industry, covering over 70% of the market and maintaining partnerships with over 2,000 collaborators [5] - The company is actively promoting cloud services in the esports sector, enhancing digital management for partners [10] - The introduction of the esports cloud computer solution aims to transform the industry towards a lightweight operational model [10] Group 4: Technological Innovations - The company has developed a multi-layered computing service system, integrating various computing resources and offering services to over 700,000 terminals [7] - The AI cloud computer provides a one-stop AI working platform, reducing barriers for content creators and AI professionals [8] - The company is exploring AI applications in various fields, including healthcare and intelligent customer service [8] Group 5: Financial Insights - The net cash flow from operating activities decreased year-on-year due to increased procurement payments and tax expenses [9]

Market Overview - On September 1, the gaming sector declined by 0.69% compared to the previous trading day, with Youzu Network leading the decline [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Individual Stock Performance - Notable gainers included: - Wento Holdings (600715) with a closing price of 2.93, up 10.15% and a trading volume of 1.94 million shares, totaling 553 million yuan [1] - ST Kaiwen (002425) closed at 3.86, up 4.89% with a trading volume of 280,800 shares, totaling 107 million yuan [1] - Major decliners included: - Youzu Network (002174) closed at 16.22, down 4.53% with a trading volume of 698,700 shares, totaling 1.155 billion yuan [2] - Kaiying Network (002517) closed at 22.30, down 4.17% with a trading volume of 864,500 shares, totaling 1.892 billion yuan [2] Capital Flow Analysis - The gaming sector experienced a net outflow of 1.371 billion yuan from institutional investors, while retail investors saw a net inflow of 814 million yuan [2] - Specific stock capital flows showed: - Wento Holdings had a net inflow of 89.38 million yuan from institutional investors, while retail investors had a net outflow of 42.56 million yuan [3] - ST Kaiwen saw a net inflow of 25.72 million yuan from institutional investors, with retail investors experiencing a net outflow of 17.60 million yuan [3]

Company Overview - Shunwang Technology Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on July 11, 2005. The company was listed on August 27, 2010. Its main business includes online advertising and promotion, internet value-added services, game operation, and software development related to information and network security [2] - The revenue composition of Shunwang Technology is as follows: 79.23% from online advertising and value-added services, 20.60% from gaming, and 0.18% from other businesses [2] - The company belongs to the Shenwan industry classification of Media - Gaming II - Gaming III and is associated with concepts such as computing power, DeepSeek, Web3, operating systems, and edge computing [2] Financial Performance - For the first half of 2025, Shunwang Technology achieved operating revenue of 1.01 billion yuan, representing a year-on-year growth of 25.09%. The net profit attributable to the parent company was 162 million yuan, with a year-on-year increase of 69.22% [2] - Since its A-share listing, Shunwang Technology has distributed a total of 824 million yuan in dividends, with 162 million yuan distributed in the last three years [3] Stock Performance - As of September 1, Shunwang Technology's stock price decreased by 2.01%, trading at 26.26 yuan per share, with a total market capitalization of 17.95 billion yuan [1] - Year-to-date, the stock price has increased by 57.05%, but it has seen a decline of 8.50% over the last five trading days. In the last 20 days, the stock rose by 33.98%, and over the last 60 days, it increased by 37.91% [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on August 22, where it recorded a net purchase of 305 million yuan [1] Shareholder Information - As of June 30, 2025, the number of shareholders of Shunwang Technology was 57,200, a decrease of 10.69% from the previous period. The average number of circulating shares per person increased by 10.66% to 9,064 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the second-largest shareholder with 28.37 million shares, an increase of 257,200 shares from the previous period. Huaxia CSI Animation Game ETF is the third-largest shareholder with 11.42 million shares, an increase of 201,460 shares [3]

事件：2025年8 月21 日，顺网科技发布2025 年半年度报告。25H1 公司实现营业收入10.10 亿元，同比 增长25.09%；实现归母净利润1.62 亿元，同比增长69.22%，业绩表现亮眼；扣非后净利润为1.40 亿 元，同比增长54.21%。公司25Q2 单季度表现整体稳健，营业收入实现4.32 亿元，同比增长9.3%，增速 受到正常季节性淡旺季影响波动；25Q2 归母净利润达8,804.79 万元，同比大幅增长109.61%；扣非归母 净利润为7,633.06 万元，同比增长93.2%，主营业务盈利质量较高。毛利率方面，2025Q2 为46.16%，同 比提升6.47pcts，环比25Q1 提升12.85pcts。25Q2 归母净利率达到20.37%，同比大幅提升9.75pcts，环比 提升7.66 pcts，盈利能力进一步增强，业绩表现较为亮眼。 点评： 25H1 网络广告与增值业务高增受益于游戏产品周期向好，端游市场向好带来的产品上线前广告投放预 算增加。25H1 公司网络广告及增值业务收入达8 亿元，同比增长30.99%，增速高于公司整体营收增速 25.09%。增长核心受益于游戏行业整体 ...

Market Overview - On August 29, the gaming sector rose by 1.54%, led by Xinghui Entertainment, while the Shanghai Composite Index closed at 3857.93, up 0.37% [1] - The Shenzhen Component Index closed at 12696.15, up 0.99% [1] Top Gainers in Gaming Sector - Xinghui Entertainment (300043) closed at 5.25, up 5.85% with a trading volume of 2.2598 million shares and a transaction value of 1.194 billion [1] - ST Huaton (002602) closed at 15.53, up 5.00% with a trading volume of 1.6222 million shares and a transaction value of 2.476 billion [1] - Youzu Interactive (002174) closed at 66.91, up 4.55% with a trading volume of 670,000 shares and a transaction value of 1.133 billion [1] Top Losers in Gaming Sector - Glacier Network (300533) closed at 43.45, down 4.84% with a trading volume of 253,100 shares [2] - Shengtian Network (300494) closed at 15.10, down 3.64% with a trading volume of 482,400 shares [2] - Fuchun Co. (300299) closed at 6.96, down 3.33% with a trading volume of 441,500 shares [2] Capital Flow Analysis - The gaming sector experienced a net outflow of 481 million from major funds, while retail investors saw a net inflow of 505 million [2] - The net outflow from speculative funds was 24.3461 million [2] Individual Stock Capital Flow - Kunlun Wanwei (300418) had a net inflow of 330 million from major funds, but a net outflow of 1.57 billion from speculative funds [3] - ST Huaton (002602) saw a net inflow of 180 million from major funds, with a net outflow of 1.27 billion from speculative funds [3] - Youzu Interactive (002174) had a net inflow of 133 million from major funds, but a net outflow of 48.7022 million from speculative funds [3]