游戏板块具备AI、内容、商业化模式变革多点催化，游戏ETF（159869）跟踪中证动漫游戏指数，反映 动漫游戏产业A股上市公司股票的整体表现，关注游戏ETF（159869）布局机会。 顺网科技今日盘中强势涨停，呈现强势上攻态势主要围绕三大核心逻辑展开：首先是业绩爆发式增长， 公司2025年半年报显示净利润1.62亿元，同比大增69.22%，营收10.10亿元，同比增长25.09%，云业务 占比提升至38%，AI云电脑签约量季度环比增长120%。其次是算力布局加速，宁波实验基地完成2000P 算力部署，智算平台成为新增长极，公司拥有全国最大分布式算力网络，已落地300多个边缘机房。第 三是与DeepSeek深度合作，公司AI INFRA平台已支持DeepSeek模型的部署和运行，在AI推理商业化落 地方面走在前列。 近月来，腾讯、网易、世纪华通、三七互娱（002555）等均在暑期上线新游戏或进行版本更新。得益于 暑期相关的运营活动，8月18日，伽马数据发布的《2025年7月中国游戏产业月度报告》显示，7月中国 游戏市场规模为290.84亿元，环比增长8.14%，同比增长4.62%。移动、客户端游戏市场均是增长的 ...

Core Insights - The company, Shunwang Technology (300113.SZ), reported a total operating revenue of 1.01 billion yuan for the first half of 2025, marking an increase of 203 million yuan compared to the same period last year, achieving a 25.09% year-on-year growth [1] - The net profit attributable to shareholders reached 162 million yuan, an increase of 66.07 million yuan from the same period last year, reflecting a 69.22% year-on-year growth [1] Financial Performance - The latest asset-liability ratio stands at 15.06%, a decrease of 1.29 percentage points from the previous quarter and a reduction of 3.30 percentage points compared to the same period last year [3] - The latest gross profit margin is 38.81%, an increase of 5.50 percentage points from the previous quarter [3] - The return on equity (ROE) is 6.80%, up by 2.09 percentage points from the same period last year [3] - The diluted earnings per share (EPS) is 0.24 yuan, an increase of 0.10 yuan compared to the same period last year, representing a 71.43% year-on-year growth [3] - The total asset turnover ratio is 0.36 times, an increase of 0.04 times from the same period last year, achieving an 11.01% year-on-year growth [3] - The inventory turnover ratio is 33.81 times [3] Shareholder Structure - The number of shareholders is 57,200, with the top ten shareholders holding a total of 311 million shares, accounting for 45.50% of the total share capital [3] - The largest shareholder holds 32.21% of the shares, followed by other significant shareholders including Hong Kong Central Clearing Limited and various investment funds [3]

Market Overview - A-shares experienced a morning rally on August 22, with the Sci-Tech 50 index rising over 3%, and the Shanghai Composite Index up 0.27%, Shenzhen Component Index up 0.47%, and the ChiNext Index up 0.93% [1] - The AI industry chain rebounded, with computing power chips leading the gains; Cambrian Technology surged over 7%, surpassing 1100 yuan, with a total market value exceeding 460 billion yuan, approaching that of SMIC [1] - Digital currency concepts continued to show strength, with Yuyin Co. achieving four consecutive trading limits [1] Investment Themes - According to GF Securities, the market is in a bullish phase, suggesting a focus on two investment themes: growth technology and industries with improving economic conditions [2][7] - The computing power sector showed strong performance, with stocks like Kede Education hitting a 20% limit up, and other related companies also seeing gains [3] - The digital currency sector maintained its momentum, with Yuyin Co. and Tianrongxin achieving consecutive trading limits, driven by upcoming events related to digital currency in September [5] Institutional Insights - GF Securities emphasizes a bullish market structure, recommending a focus on growth technology sectors such as robotics, semiconductor equipment, and gaming media, as well as industries with favorable economic conditions like insurance and military [7] - According to招商证券, the current market style is characterized by a focus on technology and small-cap stocks, with increasing retail investor participation and rising financing balances [8] - 东方证券 notes that the market faces adjustment pressure around the 3800-point level, but highlights key investment directions such as technology self-sufficiency and high-end manufacturing upgrades [9]

Group 1 - The company reported a revenue of 1.01 billion yuan for the first half of 2025, representing a year-on-year growth of 25.09% [1] - The net profit attributable to shareholders of the listed company was 162 million yuan, showing a year-on-year increase of 69.22% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 140 million yuan, reflecting a year-on-year growth of 54.21% [1] - The basic earnings per share were 0.24 yuan [1] Group 2 - Revenue growth was driven by increases in online advertising and value-added services [1]

Core Insights - The company reported a revenue of 1.01 billion yuan for the first half of 2025, marking a year-on-year growth of 25.09% and a net profit attributable to shareholders of 162 million yuan, up 69.22% year-on-year [2] - The company is deeply engaged in the esports and interactive entertainment sectors while actively expanding into emerging fields such as computing power and artificial intelligence [2] - The company's core products cover over 70% of the national esports service industry and reach over 96% of cities in China, maintaining strong partnerships with over 2,000 collaborators [2] Financial Performance - The network advertising and value-added services generated a revenue of 800 million yuan, reflecting a year-on-year increase of 30.99% [2] - The gaming business achieved a revenue of 208 million yuan, with a year-on-year growth of 7.37% [2] Technological Advancements - The company is exploring cutting-edge technologies and has launched the AI computing power INFRA platform, which supports comprehensive scheduling and deployment of models based on edge computing and AI computing [3] - The company has developed an enterprise intelligent service platform called "Shunwang Zhifu" based on its proprietary intelligent engine [3] - The company is collaborating with Zhejiang Smart Network Hospital Management Co., Ltd. to explore AI applications in the healthcare sector [3] Product Development - The company has introduced "Shunwang X Manager Professional Edition," a one-stop digital management solution aimed at enhancing revenue and efficiency in the esports service industry [4] - The company is creating a differentiated interactive entertainment service matrix targeting various user groups and deepening collaborations with leading IPs in the gaming and animation industries [4] - The subsidiary, Floating Cloud Technology, has diversified its product offerings, with games like "Finger Battle Song" and "Floating Island Era" receiving domestic game licenses and progressing towards launch [4]

Core Insights - The company reported a revenue of 1.01 billion yuan for the first half of 2025, representing a year-on-year growth of 25.09% and a net profit of 162 million yuan, up 69.22% year-on-year [1] - The company is deeply engaged in the esports and interactive entertainment sectors while actively exploring emerging fields such as computing power and artificial intelligence [1] - The company’s core products cover over 70% of the national esports service industry and reach over 96% of cities in China, maintaining strong partnerships with over 2,000 collaborators [1] Financial Performance - The company’s network advertising and value-added services generated 800 million yuan in revenue, a year-on-year increase of 30.99% [1] - The gaming business achieved a revenue of 208 million yuan, reflecting a year-on-year growth of 7.37% [1] Technological Advancements - The company is leading the rapid growth trend in edge computing by integrating various edge computing resources, providing high-cost performance computing services [1] - The company developed the AI computing platform "Shunwang Zhican," which supports comprehensive scheduling and model inference deployment based on edge and AI computing [2] - The company’s subsidiary, Floating Cloud Technology, has successfully implemented multiple projects in key sectors such as judiciary, taxation, and government services, achieving deep integration of AI with industry scenarios [2] Product Development - The company launched the "Shunwang X Manager Professional Edition," a one-stop digital management solution aimed at enhancing revenue and efficiency in the esports service industry [3] - The company is creating a differentiated interactive entertainment service matrix targeting various user groups and deepening collaborations with leading IPs in the gaming and animation industries [3] - The subsidiary Floating Cloud Technology has diversified its product offerings, with games like "Finger Battle Song" and "Floating Island Era" receiving domestic game licenses and progressing towards launch [3]

顺网科技8月21日晚间披露半年报，公司上半年实现营业收入10.1亿元，同比增长25.09%；归属于上市 公司股东的净利润1.62亿元，同比增长69.22%；基本每股收益0.24元。 ...

Group 1 - The core point of the article is that Shunwang Technology announced the convening of its sixth board meeting via telecommunication to review the semi-annual report for 2025 [2] - For the year 2024, Shunwang Technology's revenue composition is as follows: 93.67% from the computer application service industry and 6.33% from the game media industry [2]

证券代码：300113 证券简称：顺网科技 公告编号：2025-038 表决结果：赞成：5票，反对：0票，弃权：0票，全票通过。 具体内容详见公司同日披露于巨潮资讯网（http://www.cninfo.com.cn）的 《杭州顺网科技股份有限公司董事会战略委员会工作细则》。 表决结果：赞成：5票，反对：0票，弃权：0票，全票通过。 具体内容详见公司同日披露于巨潮资讯网（http://www.cninfo.com.cn）的 《杭州顺网科技股份有限公司董事会薪酬与考核委员会工作细则》。 杭州顺网科技股份有限公司 第六届董事会第二次会议决议公告 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。 杭州顺网科技股份有限公司（以下简称"公司"）第六届董事会第二次会议 于2025年8月21日以通讯表决的方式召开。本次会议通知于2025年8月11日通过专 人、电子邮件等方式送达全体董事。本次董事会应参加表决的董事5人，实际参 加表决的董事5人。会议的通知、召集、召开和表决程序符合《中华人民共和国 公司法》等法律法规以及《杭州顺网科技股份有限公司章程》（以下简称"《公 司章程》 ...

格隆汇8月21日丨顺网科技(300113.SZ)公布2025年半年度报告，上半年公司实现营业收入10.10亿元，同 比增长25.09%；归属于上市公司股东的净利润1.62亿元，同比增长69.22%；归属于上市公司股东的扣除 非经常性损益的净利润1.40亿元，同比增长54.21%；基本每股收益0.24元。 ...