掌趣科技最新一期业绩显示，截至2025一季报，公司营业总收入1.62亿元、同比减少36.62%，归属净利 润2786.11万元，同比减少50.04%，扣非净利润2279.28万元，同比减少60.00%，流动比率7.996、速动比 率7.962、资产负债率7.65%。 天眼查商业履历信息显示，北京掌趣科技股份有限公司，成立于2004年，位于北京市，是一家以从事互 联网和相关服务为主的企业。企业注册资本272016.8248万人民币，实缴资本246769.4848万人民币。公 司法定代表人为刘惠城。 金融界消息 截至2025年8月6日收盘，掌趣科技（300315）报收于5.87元，上涨6.73%，换手率15.05%， 成交量388.80万手，成交金额22.92亿元。 通过天眼查大数据分析，北京掌趣科技股份有限公司共对外投资了49家企业，知识产权方面有商标信息 191条，专利信息6条，此外企业还拥有行政许可11个。 资金流向方面，今日主力资金净流入2.64亿元，占比成交额11.52%。其中，超大单净流入2.28亿元、占 成交额9.96%，大单净流入3573.67万元、占成交额1.56%，中单净流出流出12289.9 ...

Core Insights - The A-share market showed strong fluctuations today, with the software sector performing exceptionally well, particularly the ChiNext Software ETF Huaxia (159256), which saw a 20% limit-up increase for Dongfang Guoxin and significant gains in other stocks like Baotong Technology, Zhangqu Technology, and Guangliwei [1] - The ChiNext Software ETF Huaxia (159256) recorded an intraday increase of over 1.2%, outperforming other software sector products by 0.6 percentage points [1] - The 20% limit-up and limit-down mechanism of the ChiNext Software ETF Huaxia (159256) positions it as the most elastic software-related asset in the market, aligning with the high growth attributes of the software sector, which is expected to continue attracting market attention [1] Industry Developments - The 2025 World Artificial Intelligence Conference (WAIC) showcased significant advancements in the computer and software development industry, highlighting the rapid rise of domestic manufacturers and the introduction of high-performance GPU and server products [1] - The network architecture is undergoing continuous upgrades, demonstrating super-node solutions, while mainstream large models are evolving from traditional LLMs to multimodal applications, accelerating the transition from Chatbot to Agent era with the release of intelligent agent products by some companies [1] - In the terminal application domain, products related to embodied intelligence, intelligent driving, and smart terminals were prominently featured, indicating a thriving AI industry chain driven by technological innovation and accelerated application deployment [1]

创业板软件ETF华夏（159256）跟踪创业软件指数（399264），该指数聚焦创业板中AI软件类50只优质 个股，深度布局AI+，在人工智能应用端的金融科技、AI Agent、AI游戏方面均有涉及。其行业中软件 开发+IT服务占比高达70%。权重股包括同花顺、润和软件、软通动力、指南针、昆仑万维、深信服等 知名软件类企业。 （文章来源：每日经济新闻） 中信证券研报指出，展望2025年下半年，建议把握新一轮创新落地周期。AI主线创新继续，带动产业 链上下游落地提速，景气创新方向频出，驱动行业加速成长。综合梳理两大投资方向：（1）AI产业 链：重点布局"AI主线"，看好AI应用及算力板块机遇；（2）景气创新：建议关注信创、金融科技创 新、特种IT等结构性创新机遇。 三大指数集体上涨，上证指数站稳3600点，板块方面，船舶制造、教育、航天航空、游戏等涨幅居前。 创业板软件ETF华夏（159256）持仓股掌趣科技涨幅超8%，其他持仓股宝通科技、昆仑万维、指南针 等也均上涨。 消息方面，游戏行业的回暖趋势明显，上半年国内游戏市场销售收入达1680亿元，同比增长14.08%。 第二十二届中国国际数码互动娱乐展览会中，单 ...

(责任编辑：宋政 HN002) 格隆汇8月6日｜A股开盘，沪指跌0.05%，深证成指跌0.14%，创业板指跌0.32%。盘面上，托育服务板 块高开，昂立教育(600661)涨停，海伦钢琴(300329)涨超5%，国家托育补贴方案落地，免除公办幼儿园 学前1年保教费；游戏股普涨，北纬科技涨停，掌趣科技(300315)涨超5%；影视院线股调整，上海电 影、中国电影(600977)跌超3%。上纬新材低开超16.7%，如股价继续上涨，公司可能再次申请连续停牌 核查。(格隆汇) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

Market Overview - The Shanghai Composite Index closed at 3602.13 points, with a gain of 0.53% [1] - The total trading volume of A-shares reached 10185.93 billion yuan [1] Technical Analysis - A total of 29 A-shares experienced a death cross between the 5-day and 10-day moving averages today [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Xiongdi Technology: 5-day MA down by 1.70% from the 10-day MA [1] - Sanwei Xinan: 5-day MA down by 1.11% from the 10-day MA [1] - Jinling Sports: 5-day MA down by 1.10% from the 10-day MA [1] Individual Stock Performance - Xiongdi Technology (300546): Today's change -0.23%, latest price 26.47 yuan, 5-day MA 27.31 yuan, 10-day MA 27.78 yuan [1] - Sanwei Xinan (688489): Today's change -0.80%, latest price 39.85 yuan, 5-day MA 40.62 yuan, 10-day MA 41.08 yuan [1] - Jinling Sports (300651): Today's change +0.89%, latest price 21.48 yuan, 5-day MA 23.82 yuan, 10-day MA 24.09 yuan [1] - Other notable stocks include: - Huanrui Century (000892): Today's change -0.86%, latest price 4.59 yuan [1] - Junshi Biological (688180): Today's change +0.45%, latest price 37.83 yuan [1] - Yihau New Materials (301176): Today's change -1.64%, latest price 30.65 yuan [1] Additional Stock Data - Other stocks with notable performance include: - Guanghe Technology (001389): Today's change -2.81%, latest price 62.20 yuan [1] - Kehua Data (002335): Today's change -2.13%, latest price 41.44 yuan [1] - ST Ruihe (002620): Today's change +0.26%, latest price 3.84 yuan [1] - The performance of these stocks indicates a mixed sentiment in the market, with some stocks showing declines while others remain stable or increase slightly [1][2]

Market Overview - On August 1, the gaming sector rose by 0.48% compared to the previous trading day, with G-bits leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Top Gainers in Gaming Sector - G-bits (603444) closed at 348.00, up 2.40% with a trading volume of 18,300 lots and a transaction value of 614 million [1] - ST Kaiwen (002425) closed at 3.04, up 1.67% with a trading volume of 94,500 lots [1] - Giant Network (002558) closed at 24.12, up 1.60% with a trading volume of 416,500 lots [1] - ST Huaton (002602) closed at 12.89, up 1.42% with a trading volume of 1,107,300 lots and a transaction value of 1.408 billion [1] Top Losers in Gaming Sector - Glacier Network (300533) closed at 34.88, down 3.54% with a trading volume of 198,800 lots [2] - Youzu Interactive (002174) closed at 14.43, down 2.43% with a trading volume of 496,400 lots [2] - WenTou Holdings (600715) closed at 2.29, down 1.29% with a trading volume of 340,700 lots [2] Capital Flow Analysis - The gaming sector experienced a net outflow of 664 million from main funds, while speculative funds saw a net inflow of 166 million and retail investors had a net inflow of 498 million [2] - Specific stocks like ST Huaton and Xunyou Technology had varying levels of net inflow and outflow from different investor types [3]

Group 1 - The core point of the article highlights the recent stock performance of Zhangqu Technology, which closed at 5.52 yuan, reflecting a decline of 3.16% [1] - On June 28, 2023, Zhangqu Technology's stock price reached a peak of 8.30 yuan, marking the highest point since October 2020 [2] - A research report published by Zhongyou Securities on July 4, 2023, rated Zhangqu Technology as "buy," emphasizing its development of an AI + UGC game creation platform and indicating that profitability is entering an upward channel [2]

Group 1: Company Overview and Strategy - The company has accumulated a significant cash reserve due to a focused product strategy and stringent project approval standards in previous years [3] - The company maintains a positive but cautious attitude towards future investment and acquisition opportunities, emphasizing the importance of investment returns [3] Group 2: Innovation and Market Adaptation - The company is actively monitoring industry trends and exploring innovative applications while balancing innovation with cost-effectiveness [4] - There is a focus on both conceptual and practical innovations, with ongoing observation and tracking of industry developments [4] Group 3: Revenue and Market Impact - In 2024, the company's overseas revenue accounted for 43.74%, with significant market presence in Europe, the United States, Japan, South Korea, and Southeast Asia [5] - The company's overseas gaming business is classified as "cross-border digital services," which are not subject to current U.S. tariff policies, thus minimizing direct negative impacts from trade tensions [5] Group 4: Investment in Animoca Group - The company invested in Animoca Group in 2015, holding 14,783,714 shares, with Animoca's total shares issued reaching 1,943,673,633 as of March 2025 [6][7] - The investment is accounted for under financial instruments, with recognized fair value losses recorded in other comprehensive income, which cannot be reclassified to profit or loss [7]

Group 1 - The valuation of core companies in the gaming sector is currently between 15-20x, which is significantly lower than that of core companies in the new consumption sector, indicating a positive outlook for the gaming sector [1][3] - On June 24, the gaming sector showed strong performance, with notable stock price increases: Glacier Network up 20%, Electric Soul Network up 10%, and other companies like Changqu Technology and Sheng Tian Network also seeing gains [1][2] - Recent policies from the Beijing Municipal Committee for Propaganda aim to promote high-quality development in the gaming and esports industry, emphasizing the integration of technology such as AI and AIGC into game development and operations [2][3] Group 2 - The policy document supports enterprises in the gaming and esports sector to invest in related fields such as artificial intelligence, game engines, and interactive streaming, encouraging the establishment of key laboratories and core technology breakthroughs [3] - The report from CITIC Securities highlights that gaming is an important yet overlooked aspect of new consumption, characterized by high frequency and cost-effectiveness, and the potential for generating original game IPs [3] - Huaxi Securities' research indicates that the industry is experiencing steady growth, with leading companies leveraging long-term IP operations and technological innovation to enhance user value, while the resilience of the overseas market is becoming a core competitive barrier [3]

Group 1 - The gaming sector is experiencing a significant rally, with stocks such as Dianhun Network (603258) hitting the daily limit, and Bingchuan Network (300533) rising over 15% [1] - Other companies in the sector, including Zhangqu Technology (300315), Shengtian Network (300494), and Giant Network (002558), are also seeing notable increases in their stock prices [1] - There is a noticeable influx of dark pool capital into these stocks, indicating strong investor interest [1]