证券代码：300459 证券简称：汤姆猫 公告编号：2025-059 浙江金科汤姆猫文化产业股份有限公司 关于对外担保的进展公告 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。 浙江金科汤姆猫文化产业股份有限公司（以下简称"公司"或"上市公司"） 分别于 2025 年 1 月 10 日、2025 年 2 月 5 日召开了第五届董事会第十次会议、 2025 年第一次临时股东大会，会议审议通过了《关于与浙江时代金泰环保科技 有限公司及其全资子公司延续互保关系的议案》。现将上述担保事项的进展情况 公告如下： 一、对外担保进展情况 公司于 2025 年 8 月 14 日签署了一份《最高额保证合同》，为浙江时代金泰 环保科技有限公司（以下简称"时代金泰"）的银行融资借款提供保证担保，公 司的全资子公司绍兴上虞时代广场商贸有限公司（以下简称"上虞时代广场"） 同日签署了一份《最高额抵押合同》，为时代金泰的银行融资借款提供抵押担保。 基于以上合同，公司与上虞时代广场通过保证担保结合抵押担保的复合担保 方式为被担保方时代金泰在中国农业银行的借款提供担保，担保的主债权本金余 额 ...

Market Overview - On August 18, the gaming sector rose by 1.07% compared to the previous trading day, with Shunwang Technology leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] Individual Stock Performance - Shunwang Technology (300113) closed at 23.00, with a gain of 4.83% and a trading volume of 476,000 shares, amounting to a transaction value of 1.068 billion [1] - Other notable performers included: - Fuchun Co., Ltd. (300299) at 7.77, up 3.88% [1] - ST Zhongqingbao (300052) at 11.04, up 3.76% [1] - Xinghui Entertainment (300043) at 4.69, up 3.53% [1] - Xunyou Technology (300467) at 23.61, up 3.37% [1] Capital Flow Analysis - The gaming sector experienced a net outflow of 280 million from institutional investors, while retail investors saw a net inflow of 614 million [2] - Notable capital flows included: - Shunwang Technology had a net inflow of 100 million from institutional investors, but a net outflow of 99.38 million from retail investors [3] - Zhejiang Shuju Culture (600633) saw a net inflow of 88.73 million from institutional investors [3] - Tom Cat (300459) had a net inflow of 39.66 million from retail investors despite a net outflow from institutional investors [3]

Market Overview - The Shanghai Composite Index closed at 3740.50 points, above the six-month moving average, with an increase of 1.18% [1] - The total trading volume of A-shares reached 17,467.28 million yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 187 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Jingsai Technology (27.02%) - Haidaer (25.37%) - Huazhi Shumedia (16.28%) [1] Stocks with Smaller Deviation Rates - Stocks that have just crossed the six-month moving average with smaller deviation rates include: - Tianfang Biao - Anning Co. - Tianwei Foods [1] Performance of Selected Stocks - Jingsai Technology: Today's increase of 29.98%, turnover rate of 23.53%, six-month average price of 36.65 yuan, latest price of 46.56 yuan [1] - Haidaer: Today's increase of 30.00%, turnover rate of 24.95%, six-month average price of 47.67 yuan, latest price of 59.76 yuan [1] - Huazhi Shumedia: Today's increase of 20.02%, turnover rate of 8.50%, six-month average price of 9.95 yuan, latest price of 11.57 yuan [1]

截至8月12日收盘，脑机接口概念上涨2.37%，位居概念板块涨幅第1，板块内，27股上涨，麒盛科技、 创新医疗等涨停，麦澜德、翔宇医疗、诚益通等涨幅居前，分别上涨18.06%、11.02%、6.87%。跌幅居 前的有际华集团、海格通信、荣泰健康等，分别下跌7.37%、2.90%、2.86%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 脑机接口 | 2.37 | PEEK材料 | -1.58 | | 光刻机 | 2.26 | 稀土永磁 | -1.53 | | 中国AI 50 | 2.01 | MLOps概念 | -1.39 | | 国家大基金持股 | 1.83 | 动物疫苗 | -1.34 | | 光刻胶 | 1.68 | 重组蛋白 | -1.14 | | 深圳国企改革 | 1.56 | 转基因 | -1.12 | | 牙科医疗 | 1.51 | DRG/DIP | -1.12 | | 液冷服务器 | 1.46 | 细胞免疫治疗 | -1.10 | | 光纤概念 | 1.43 | 培育钻石 | -1.04 ...

证券之星消息，8月12日游戏板块较上一交易日上涨0.27%，神州泰岳领涨。当日上证指数报收于3665.92，上涨0.5%。深证成指报收于11351.63， 上涨0.53%。游戏板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300002 | 神小泰岳 | 14.01 | 5.90% | 226.58万 | | 31.59亿 | | 600892 | *ST大晟 | 3.16 | 4.64% | 28.48万 | | 8916.83万 | | 300113 | 顺网科技 | 22.05 | 4.60% | 52.04万 | | 11.41亿 | | 300418 | 昆仑万维 | 36.30 | 3.74% | 101.92万 | | 36.96亿 | | 300459 | 汤姆猫 | 5.72 | 1.42% | 249.83万 | | 14.31亿 | | 600633 | 浙数文化 | 14.23 | 1.14% | 37.30万 | | 5.28亿 | ...

Market Overview - The Shanghai Composite Index closed at 3665.92 points, above the six-month moving average, with an increase of 0.50% [1] - The total trading volume of A-shares reached 1,905.21 billion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 81 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Dazhong Technology (688691) with a deviation rate of 6.87% and a price increase of 6.93% [1] - Xiechuang Data (300857) with a deviation rate of 6.82% and a price increase of 11.29% [1] - Desai Xiwai (002920) with a deviation rate of 5.90% and a price increase of 7.44% [1] Detailed Stock Performance - The following stocks have notable performance metrics: - Dazhong Technology: Latest price 68.55 yuan, six-month average 64.15 yuan, turnover rate 14.55% [1] - Xiechuang Data: Latest price 85.66 yuan, six-month average 80.19 yuan, turnover rate 9.12% [1] - Desai Xiwai: Latest price 113.91 yuan, six-month average 107.56 yuan, turnover rate 4.72% [1] - Other stocks with positive performance include: - Chen Zhan Optoelectronics (003019) with a price increase of 7.78% and a deviation rate of 5.72% [1] - Kede Education (300192) with a price increase of 6.12% and a deviation rate of 5.65% [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that have just crossed the six-month moving average include: - China Wuyi (000066) with a deviation rate of 5.59% [1] - Weichuang Technology (688372) with a deviation rate of 2.68% [1] - NetEase Technology (300017) with a deviation rate of 2.04% [1]

Core Viewpoint - The article highlights the increasing instances of illegal share reductions by major shareholders in listed companies, emphasizing the need for stricter regulations to restore investor confidence and maintain market integrity [1][5]. Group 1: Instances of Illegal Share Reductions - Over 60 listed companies have announced illegal share reductions by shareholders this year, with violations including breach of commitments and failure to disclose [1]. - Notable cases include shareholders of Anbiping and Jiuliang Co. engaging in illegal reductions due to calculation errors and failure to disclose plans, amounting to approximately 28.77 million yuan and 2.009 million yuan respectively [2][3]. - The case of Guo Zilong from Jiuliang Co. is highlighted, where he reduced shares below the IPO price, violating his commitment [3]. Group 2: Regulatory Response - Regulatory bodies have intensified their crackdown on illegal share reductions, with over 50 companies facing penalties or regulatory actions this year [5][6]. - A logistics company's controlling shareholder was publicly reprimanded for failing to disclose a reduction plan, having sold 53.18 million shares, amounting to 264 million yuan [6]. - The Shenzhen Stock Exchange imposed trading restrictions on shareholders involved in illegal reductions, aiming to uphold market order and protect minority investors [7]. Group 3: Motivations Behind Illegal Reductions - Major shareholders often possess information advantages, allowing them to exploit market conditions for profit through illegal reductions [4]. - The potential for significant financial gain serves as a strong motivation for these shareholders to engage in such practices [4]. Group 4: Market Impact - The prevalence of illegal share reductions undermines the image of companies and their management, negatively affecting investor confidence in the secondary market [1][5]. - Stricter regulations are seen as essential for creating a transparent and orderly market environment, which is crucial for attracting long-term investments [7].

Core Viewpoint - Tom Cat (300459) has experienced a decline in stock price and significant decreases in revenue and profit in its latest financial report, indicating potential challenges ahead for the company [1]. Financial Performance - As of the closing on August 8, 2025, Tom Cat's stock price was 5.65 yuan, down 0.35% with a turnover rate of 5.47% and a trading volume of 1.7936 million hands, amounting to a transaction value of 1.017 billion yuan [1]. - The latest quarterly report shows total revenue of 24.7 million yuan, a year-on-year decrease of 17.06%, and a net profit attributable to shareholders of 2.9481 million yuan, down 95.25% year-on-year [1]. - The company's net profit after deducting non-recurring gains and losses was 496,500 yuan, a decrease of 99.11% year-on-year [1]. - Key financial ratios include a current ratio of 0.402, a quick ratio of 0.397, and a debt-to-asset ratio of 43.95% [1]. Capital Flow - On the day of reporting, the main capital outflow was 38.5526 million yuan, accounting for 3.79% of the transaction value, with large orders seeing a net outflow of 35.9706 million yuan, representing 3.54% of the transaction value [1]. - Small orders, however, saw a net inflow of 33.7009 million yuan, accounting for 3.31% of the transaction value [1]. Company Background - Zhejiang Jinke Tom Cat Cultural Industry Co., Ltd. was established in 2007 and is located in Shaoxing City, primarily engaged in internet and related services [2]. - The company has a registered capital of 3.51581 billion yuan and has made investments in 30 enterprises, participated in 7 bidding projects, and holds 69 trademark registrations and 4 patents [2].

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示，2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元，平均年薪为 81.48万元。 分行业来看，游戏行业CFO薪酬总额2952.74万元，平均薪酬128.38万元，同比增长2.78%。 按学历来看，游戏行业CFO学历以本科为主，占比56.52%，其次为硕士，占比39.13%，大专仅1人，为 汤姆猫CFO秦海娟。 按年龄来看，游戏行业CFO年龄普遍超过40岁，年龄最小的为恺英网络CFO黄振锋，1990年生，年仅35 岁。 游戏行业，三七互娱CFO叶威薪酬最高，达498.66万元，约是行业平均薪酬的3.9倍，相当于日薪1.99万 元；上年为455.84万元，同比增长9.4%。富春股份CFO林梅薪酬最低，仅48.44万元，比行业平均薪酬 低62.27%。 迅游科技CFO阳旭宇薪酬涨幅最高，年薪81.95万元，上年为63.50万元，同比增长29.1%。姚记科技CFO 梁美锋薪酬降幅最大，年薪10 ...

Core Insights - The company is focusing on AI emotional companion robots, with significant sales growth in this segment, particularly during the "6·18" shopping festival, where the "Tom Cat AI Companion" achieved over 1.8 million yuan in sales in a single live stream [1] - The global AI companionship market is projected to grow from $30 million in 2023 to between $70 billion and $150 billion by 2030, with an annual growth rate of 200% to 236% [1] - The company is transitioning from a gaming-focused business model to include AI products, aiming to enhance user interaction and emotional value [5][11] Company Background - The company originated in the gaming industry, launching over 20 mobile applications since 2010, with cumulative downloads exceeding 25 billion and a peak monthly active user count of 470 million [2] - Revenue is primarily generated through in-app advertising and purchases, with advertising revenue accounting for 74.06% of total revenue in 2024 [2] Financial Performance - The company has experienced a decline in main business revenue and net profit due to increased competition and market saturation in the mobile internet sector [3] - In 2024, advertising revenue decreased by 18.18%, while game publishing revenue grew by 2.1% [3] AI Strategy - The company began developing AI voice interaction companion robots in 2023, collaborating with West Lake Heart to create emotional companion models [3] - The first consumer-grade AI hardware was launched in December 2024, with plans to expand the product line to include various IP characters and usage scenarios [4] Market Trends - The AI companionship market is expected to reach a trillion-dollar scale by 2027, covering various segments such as AI companionship for the elderly and children [4] - The company aims to capture at least 10% of the AI companionship market, which is anticipated to be a significant growth area [10] Product Development - The company is focused on creating AI products that resonate emotionally with users, particularly targeting children aged 3-8 [5][6] - The transition from "talking Tom Cat" to "chatting Tom Cat" reflects a strategic shift towards enhancing interactive capabilities and emotional engagement [11] Challenges and Innovations - The company faces challenges such as technological maturity and talent shortages but is actively investing in AI model development and recruiting industry experts [8] - Continuous investment in R&D is seen as crucial for long-term growth, with a focus on understanding user needs and avoiding pitfalls of overcomplication in product features [7]