Group 1 - The core viewpoint of the articles highlights a significant recovery in the Chinese film industry, with the total box office for the 2025 Dragon Boat Festival reaching 438 million yuan, a notable increase from 383 million yuan in the previous year [1] - The Chinese media index (399971) saw a strong increase of 1.86%, with key stocks such as Changyu Technology rising by 13.74% and Giant Network by 9.97% [1] - The 2025 Dragon Boat Festival coincided with Children's Day, leading to a box office exceeding 200 million yuan for the first time in 84 days, marking the third occurrence of such a milestone in Chinese film history [1] Group 2 - The Media ETF closely tracks the Chinese media index, which includes 50 large-cap listed companies from sectors such as marketing, advertising, cultural entertainment, and digital media [2] - As of May 30, 2025, the top ten weighted stocks in the Chinese media index accounted for 48.11% of the total index, with companies like Focus Media and Giant Network among the leaders [2] - The index aims to reflect the overall performance of representative listed companies in the media sector [2]

A股IP经济概念股持续冲高，博瑞传播、掌趣科技涨停，创源股份涨超8%，金运激光、星辉娱乐、华立 科技、曼卡龙等跟涨。 ...

A股游戏板块快速走强，巨人网络涨停，掌趣科技大涨14%，电魂网络涨超8%，浙数文化涨超6%，吉 比特、完美世界涨超5%。 ...

IP经济概念股再度活跃 掌趣科技涨超10% 智通财经6月3日电，掌趣科技涨超10%，博瑞传播、金运激光、彩讯股份涨超5%，完美世界、恺英网 络、数码视讯、富春股份、粤传媒等跟涨。 ...

Group 1 - The Ministry of Commerce announced the key enterprises and projects for cultural exports for 2025-2026, with popular online games like "Genshin Impact" and "Arknights" included as key projects [3][4] - A total of 404 enterprises and 121 projects were recognized through a multi-step evaluation process involving various government departments [3] - 16 game titles were selected as key export projects, accounting for over 13% of the total, with nearly half of these games coming from Shanghai-based companies [4][6] Group 2 - Industry analyst Zhang Shule highlighted that online games serve as a new medium for cultural export, effectively immersing overseas players in Chinese culture [5] - The success of Chinese games abroad is attributed to their unique style and cultural integration, combining traditional Chinese elements with familiar themes for international audiences [5] - Nearly 100 companies with gaming operations were included among the key enterprises, such as Tencent, NetEase, and miHoYo, indicating a robust presence in the cultural export sector [6]

证券代码：300315 证券简称：掌趣科技 公告编号：2025-028 北京掌趣科技股份有限公司 2024年度股东大会决议公告 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、本次股东大会未出现否决议案的情形。 2、本次股东大会不涉及变更以往股东大会决议的情形。 3、中小投资者是指除上市公司董事、监事、高级管理人员以及单独或者合 计持有公司 5%以上股份的股东以外的其他股东。 一、会议召开和出席情况 1、会议召开情况 现场会议时间：2025 年 5 月 23 日（星期五）14:30 网络投票时间：2025 年 5 月 23 日。其中，通过深圳证券交易所交易系统进 行网络投票的时间为 2025 年 5 月 23 日 9:15-9:25，9:30-11:30 和 13:00-15:00； 通过深圳证券交易所互联网投票系统进行投票的具体时间为 2025 年 5 月 23 日 9:15-15:00 （2）现场会议召开地点：北京市海淀区东北旺西路 8 号院尚东数字谷 B 区 34 号楼 2 层会议室 （3）会议方式：采用现场表决与网络投票相结合的方式召开 ...

法律意见书 致：北京掌趣科技股份有限公司 北京市中伦律师事务所（下称"本所"）接受北京掌趣科技股份有限公司（下 称"公司"）委托，指派本所律师见证了公司 2024 年度股东大会，并出具本法 律意见书。 为出具本法律意见书，本所律师见证了公司 2024 年度股东大会，并根据《中 华人民共和国证券法》（下称《证券法》）、《中华人民共和国公司法》（下称 《公司法》）、《上市公司股东会规则》（下称《股东会规则》）、《律师事务 所从事证券法律业务管理办法》等法律、法规和规范性文件的要求以及《北京掌 趣科技股份有限公司章程》（下称《公司章程》），按照律师行业公认的业务标 准、道德规范和勤勉尽责精神，查阅了本所律师认为出具本法律意见所必须查阅 的文件，对公司本次股东大会的召集和召开程序、出席会议人员资格（不包含网 络投票股东资格）、表决方式、表决程序的合法性、有效性进行了认真核查。 北京市中伦律师事务所 关于北京掌趣科技股份有限公司 2024 年度股东大会的 法律意见书 二〇二五年五月 北京 • 上海 • 深圳 • 广州 • 武汉 • 成都 • 重庆 • 青岛 • 杭州 • 南京 • 海口 • 东京 • 香港 • 伦敦 • ...

证券代码：300315 证券简称：掌趣科技 公告编号：2025-029 北京掌趣科技股份有限公司 关于回购注销2022年激励计划部分限制性股票 并减少注册资本暨通知债权人的公告 公司及董事会全体成员保证公告内容的真实、准确和完整，对公告的虚假记 载、误导性陈述或者重大遗漏负连带责任。 北京掌趣科技股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日分别 召开第五届董事会第二十三次会议、第五届监事会第十五次会议，审议通过了《关 于回购注销 2022 年限制性股票激励计划部分限制性股票的议案》《关于减少注 册资本并修订<公司章程>的议案》，上述议案已经公司于 2025 年 5 月 23 日召 开的 2024 年度股东大会审议通过。 根据《上市公司股权激励管理办法》及公司《2022 年限制性股票激励计划 （草案）》的有关规定，由于 2022 年限制性股票激励计划第二个解除限售期解 除限售条件未达成，公司将回购注销激励对象已获授但尚未解除限售的限制性股 票共计 12,557,245 股。具体内容详见公司于 2025 年 4 月 28 日在巨潮资讯网 （www.cninfo.com.cn）披露的《关于回购 ...

Core Viewpoint - HSBC forecasts a 3.8% year-on-year growth in A-share earnings for Q1 2025, led by the materials (+40.3%) and information technology (+24.7%) sectors, with a continued outperformance of growth style over the market [1][2] Investment Themes Artificial Intelligence (AI) - The penetration rate of AI is rising, with 68% of A-share companies mentioning "AI" in their 2024 annual reports, up from 43% in the first half of 2024 [3] - Market expectations indicate accelerated profit growth in the AI value chain for 2025, with infrastructure companies expected to grow faster than technology enablers and applicators [3] Globalization - Recent breakthroughs in US-China trade negotiations serve as a catalyst for globalization-themed stocks [4] - In 2024, overseas revenue accounted for 11.7% of total revenue for CSI 300 constituents, an increase of 1.4 percentage points year-on-year, with the information technology sector having the highest overseas revenue share at 31.4% [4] Cyclical Recovery - Cyclical industries are expected to see profit improvements, with overall earnings projected to grow by 18.8% in Q1 2025, compared to a decline of 17.9% in Q3 2024 [5] - Factors contributing to structural opportunities in cyclical industries include steady policy rollout, structural recovery in the real estate market, and attractive valuations [5] Recommended Stocks - Based on the three investment themes and bottom-up research, HSBC recommends the following 10 stocks with buy ratings: - AI Theme: Xiaomi Group-W (01810), Deepin Technology (300454.SZ), Zhangqu Technology (300315.SZ) [6] - Globalization Theme: HAPO (02142), Luxshare Precision (002475.SZ), Anker Innovations (300866.SZ), Giant Star Technology (002444.SZ) [6] - Cyclical Recovery Theme: Suzhou Bank (002966.SZ), Proya Cosmetics (603605.SH), SF Holding (002352.SZ) [6]

证券代码：300315 证券简称：掌趣科技 公告编号：2025-027 北京掌趣科技股份有限公司 公司及董事会全体成员保证公告内容的真实、准确和完整，对公告的虚假 记载、误导性陈述或者重大遗漏负连带责任。 | | 减资前 | | 减资后 | | | | --- | --- | --- | --- | --- | --- | | 合伙人名称 | 合伙人类别 | | | | | | | 出资额 | 出资比例 | 出资额 | | 出资比例 | | | （万元） | （%） | （万元） | | （%） | | 天津融智德投资有限公司 | 有限合伙人 | 8,900 | 80.9091 | 1,780 | 80.9091 | | 北京掌趣科技股份有限公司 | 有限合伙人 | 1,000 | 9.0909 | 200 | 9.0909 | | 深圳市领御创业投资企业（有 | | | | | | | 有限合伙人 | 500 | 4.5455 | 100 | 4.5455 | | | 限合伙） | | | | | | | 周晓宇 有限合伙人 | 500 | 4.5455 | 100 | 4.5455 | | | 深圳前海创 ...