Market Overview - The A-share market opened lower on June 3 but turned positive, with the Shanghai Composite Index up 0.18%, the Shenzhen Component Index up 0.22%, and the ChiNext Index up 0.64% [1] - The Hong Kong stock market indices also rose, with Li Auto increasing over 5% and other stocks like Horizon Robotics, Tencent Music, and NetEase following suit [1][2] Digital Currency Sector - Digital currency concept stocks surged, with companies like Cuiwei Co., Hengbao Co., Hailian Jinhui, and Yuyin Co. hitting the daily limit, while Sifang Jingchuang rose nearly 13% [3][4] - The Hong Kong government has officially enacted the "Stablecoin Ordinance," which establishes a licensing system for issuers of fiat-backed stablecoins, marking a significant step in the digital asset sector [5] Online Gaming Sector - Online gaming stocks experienced a notable rise, with companies like Zhangqu Technology increasing over 16%, and both Dihun Network and Giant Network hitting the daily limit [6] - In May, 130 domestic online games received approval, breaking the previous record, with a total of 144 licenses issued, indicating a healthy growth trend in the gaming industry [8] - The gaming market is projected to grow by 21.93% year-on-year to 27.351 billion yuan by April 2025, driven by long-term product revenue growth and new seasonal activities [8] Football Concept Stocks - The football concept sector saw a significant rise, with Jinling Sports hitting the daily limit and other stocks like Gongchuang Turf, Kangliyuan, and Shuangxiang Co. also increasing in value [9] - The recent popularity of the Jiangsu Province's first city football league, dubbed "Su Super," has contributed to the surge in football-related stocks [9]

Market Overview - As of 10:30 AM today, the Shanghai Composite Index stands at 3352.43 points, above the six-month moving average, with a change of 0.15% [1] - The total trading volume of A-shares today is 568.946 billion yuan [1] Stocks Performance - A total of 138 A-shares have surpassed the six-month moving average today, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - Dahongli (300865) with a deviation rate of 17.40%, closing at 27.74 yuan, up 19.98% [1] - Huaxi Biological (688363) with a deviation rate of 6.97%, closing at 54.41 yuan, up 7.87% [1] - *ST Chengchang (001270) with a deviation rate of 5.20%, closing at 36.55 yuan, up 5.00% [1] Additional Stocks with Notable Performance - Other stocks with significant performance include: - Zhejiang Shuwenhua (600633) with a deviation rate of 5.17%, closing at 13.62 yuan, up 5.66% [1] - Gehua Cable (600037) with a deviation rate of 4.76%, closing at 7.73 yuan, up 6.47% [1] - Stocks with smaller deviation rates that have just crossed the six-month line include Aotai Biological, Chitianhua, and Emei Mountain A [1]

Group 1 - The gaming sector experienced a strong rally, with companies like Giant Network and Electric Soul Network hitting the daily limit, and Changqu Technology rising over 14% [1] - The approval of 130 domestic and 14 imported games in May marks a record high for monthly approvals in nearly two years, indicating a recovery in the industry [3] - Major companies such as Perfect World and Century Huatong have products that received approval, with Perfect World's "Yihuan" currently in development and expected to enter testing soon [3] Group 2 - The gaming market in China is projected to reach 27.351 billion yuan by April 2025, with a year-on-year growth of 21.93%, driven by mobile games and overseas revenue [3] - Long-term revenue growth is supported by established products like "Honor of Kings" and "Genshin Impact," highlighting the industry's healthy development trend [3] - Wanlian Securities suggests that the high volume of game approvals and diverse product types indicate a stable recovery in the industry, recommending attention to leading companies with strong product pipelines and R&D capabilities [4]

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]

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：2025-028 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 ...

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 ...

智通财经APP获悉，汇丰发布研报称，2025年一季度A股盈利同比增长3.8%，材料(+40.3%)和信息技术(+24.7%)板块领涨，成长风格持续跑赢市 场。基于AI渗透率提升、全球化贸易突破及周期性行业复苏三大投资主题，重点推荐小米集团-W(01810)、深信服(300454.SZ)、掌趣科技 (300315.SZ)、和铂医药-B(02142)、立讯精密(002475.SZ)、安克创新(300866.SZ)、巨星科技(002444.SZ)、苏州银行(002966.SZ)、珀莱雅 (603605.SH)、顺丰控股(002352.SZ)等10只买入评级股票。 汇丰主要观点如下： 汇丰重点关注三大投资主题：人工智能(AI)、全球化、周期性复苏 2025 年一季度 A 股盈利同比增长 3.8%，材料和信息技术板块领涨成长风格预计将继续跑赢市场，2025 年一季度和 2024 年的盈利增长强劲支撑这 一趋势。 2025 年一季度及 2024 年业绩关键要点： 2025 年一季度 A 股盈利同比增长 3.8%，但 2024 年同比下降 2.3%; 分行业来看，2025 年一季度材料(+40.3%，有色金属和钢铁价格回升 ...

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 ...