证券代码：300467 证券简称：迅游科技 公告编号：2026-004 四川迅游网络科技股份有限公司 关于公司重大仲裁的进展公告 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。 证券代码：300467 证券简称：迅游科技 公告编号：2026-004 裁决书送达之日起十日内，应分别向公司补偿保全费、保全保险费 65,823 元、 26,329 元；④本案仲裁费 1,019,295 元（已由公司预交），由公司承担 254,824 元，天成投资承担 594,586 元，天宇投资承担 169,885 元。天成投资、天宇投资 分别按照前述金额在裁决书送达之日起十日内将各自应承担的仲裁费支付给公 司。具体情况详见公司于 2023 年 12 月 14 日披露的《关于公司重大仲裁的进展 公告》（公告编号：2023-042）。 四川迅游网络科技股份有限公司（以下简称"公司"或"迅游科技"）于近 日收到四川省成都市中级人民法院（以下简称"成都中院"）送达的《执行裁定 书》，现将具体情况公告如下： 一、相关仲裁事项的基本情况 公司于 2017 年以发行股份及支付现金的方式购买了成都 ...

证券代码：300467 证券简称：迅游科技 公告编号：2026-003 二、本次仲裁事项进展 四川迅游网络科技股份有限公司 关于公司重大仲裁的进展公告 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。 一、本次仲裁事项概述 四川迅游网络科技股份有限公司（以下简称"公司"）于 2017 年以发行股 份及支付现金的方式购买了成都狮之吼科技有限公司 100%股权，在本次交易中， 公司与包括厦门允能天成投资管理合伙企业（有限合伙）（以下简称"天成投资"）、 厦门允能天宇投资管理合伙企业（有限合伙）（以下简称"天宇投资"）在内的 7 名交易对方签署了盈利预测补偿相关协议。因天成投资、天宇投资未完成承诺 业绩且未按照协议约定履行业绩补偿义务，公司向成都仲裁委员会提出了仲裁申 请，有关本次仲裁申请的具体内容详见公司于 2023 年 3 月 20 日披露的《关于公 司重大仲裁的公告》（公告编号：2023-008）。 成都仲裁委员会于 2023 年 12 月就本案作出裁决，主要内容如下：①公司向 天成投资、天宇投资分别支付回购款 0.21 元、0.06 元后，天成投资、天宇投资 ...

证券代码：300467 证券简称：迅游科技 公告编号：2026-002 四川迅游网络科技股份有限公司 关于公司重大仲裁的公告 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。 重要内容提示： 1、案件所处的仲裁阶段：案件已受理，尚未开庭审理。 2、上市公司所处的当事人地位：仲裁申请人及仲裁反请求被申请人。 3、涉案的金额：仲裁涉案金额为 1,117,166.96 元，不含尚未明确的涉案 金额（注：除前述涉案金额外，本次仲裁还包括其他相关请求）。 4、对上市公司损益产生的影响：鉴于该仲裁案件尚未开庭审理，暂无法判 断对公司本期利润或期后利润的影响。 一、本次仲裁事项受理的基本情况 近日，为高效、合法、合规、公允地解决分岐和历史遗留问题，四川迅游网 络科技股份有限公司（以下简称"公司"或"申请人"）就要求股份受让方重庆 海运天企业管理有限公司（以下简称"海运天"或"被申请人"）替代原股东厦 门允能天成投资管理合伙企业（有限合伙）（以下简称"天成投资"）、厦门允 能天宇投资管理合伙企业（有限合伙）（以下简称"天宇投资"）履行业绩补偿 义务等相关事宜向达州仲裁委员会（以 ...

Group 1 - The core point of the article is that Xunyou Technology reported its shareholder count as of February 13, 2026, which stands at 17,449 households [2]

Industry Overview - The overall prosperity of the gaming industry continues to recover, with sales revenue expected to exceed 350 billion yuan for the first time in 2025, representing a year-on-year growth of 7.68%, and the user base reaching 683 million [1] - In 2026, the industry is anticipated to maintain its growth momentum due to the release of blockbuster products, the maturity of AI technology, and a stable issuance of game licenses, providing a favorable environment for companies like Xunyou Technology [1] Stock Performance - In the past week (February 5 to 11, 2026), Xunyou Technology's stock price has shown a fluctuating upward trend, with a cumulative increase of 3.57% and a volatility of 6.45% [2] - On February 10, the stock price rose by 2.04%, with a trading volume of 167 million yuan and a net inflow of main funds amounting to 4.42 million yuan [2] - As of the close on February 11, the stock price was reported at 34.85 yuan, with a daily increase of 1.40% and a year-to-date increase of 21.43% [2] Financial Report Analysis - Xunyou Technology's Q3 2025 report indicates that revenue for the first three quarters was 215 million yuan, a year-on-year decline of 6.05%, while net profit attributable to the parent company was 17.67 million yuan, down 19.93% year-on-year [3] - However, the net profit for the third quarter alone was 5.95 million yuan, showing a year-on-year increase of 23.06%, indicating signs of recovery [3]

Group 1 - The gaming sector showed significant activity in the afternoon of February 6, with Perfect World reaching its daily limit increase [2] - Other companies in the gaming industry, including 37 Interactive Entertainment, Xunyou Technology, Youzu Interactive, and Kaiying Network, also experienced upward movement in their stock prices [2]

Group 1 - Shunwang Technology increased by over 12% [1] - Xunyou Technology rose by over 7% [1] - Other stocks such as Zhejiang Shuju Culture, Perfect World, Zhangqu Technology, Shenzhou Taiyue, Shengtian Network, and Fuchun Co. also experienced gains [1]

Market Overview - The gaming sector increased by 3.25% on February 3, with Shunwang Technology leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Individual Stock Performance - Shunwang Technology (300113) closed at 27.88, up 13.80%, with a trading volume of 1.18 million shares and a transaction value of 3.22 billion [1] - Xunyou Technology (300467) closed at 34.39, up 9.56%, with a trading volume of 109,800 shares and a transaction value of 372 million [1] - ZheShu Culture (600633) closed at 16.10, up 6.20%, with a trading volume of 763,500 shares and a transaction value of 1.22 billion [1] - Other notable performers include Yuqu Technology (300315) up 6.09%, Kunlun Wanwei (300418) up 6.02%, and Perfect World (002624) up 5.57% [1] Fund Flow Analysis - The gaming sector experienced a net outflow of 603 million from institutional investors, while retail investors saw a net inflow of 1.03 billion [2] - Major stocks like Shunwang Technology had a net inflow of 159 million from institutional investors, but a net outflow of 91.83 million from speculative funds [3] - Other stocks like Kunlun Wanwei and Xunyou Technology also showed mixed fund flows, with varying levels of net inflows and outflows from different investor types [3] ETF Performance - The Gaming ETF (159869) tracking the China Animation and Gaming Index saw a decline of 1.97% over the past five days, with a current P/E ratio of 41.24 [5] - The Food and Beverage ETF (515170) increased by 2.42% over the past five days, with a P/E ratio of 20.04 [5]

Core Viewpoint - The article discusses the impact of a rumor regarding potential tax rate adjustments on the gaming industry, which led to significant fluctuations in stock prices for major gaming companies like Tencent and NetEase. However, the credibility of the rumor is questioned by industry experts and analysts [2][4][5]. Group 1: Market Reactions - On February 3, gaming stocks experienced a sharp decline, with Tencent dropping over 6% and NetEase falling more than 3% during intraday trading. However, by the end of the day, A-share gaming stocks rebounded, with Century Huatong and Jiubang Technology both rising over 2% [2]. - The gaming index (BK1406) increased by more than 3.4% by the end of the trading day, with several stocks, including Shunwang Technology, seeing significant gains, with a rise of 13.8% [2][3]. Group 2: Tax Rumor Analysis - A rumor suggested that the financial and internet value-added services, including in-game purchases and advertising, might face a tax rate increase from 6% to align with the 32% rate of the liquor industry, which could compress profit margins for companies like Tencent [4]. - Industry insiders have largely dismissed the rumor as lacking credibility, with Century Huatong stating they have not received any related information and that their operations remain normal [5]. - Analysts argue that the proposed tax increase from 6% to 32% is unlikely, as many companies already operate within a tax rate range of 15%-25%, and such a tax adjustment would require extensive legislative processes [5][6]. Group 3: Legal and Policy Considerations - The article highlights that the rumor is based on a misunderstanding of tax classifications, as the 32% rate applies to consumption tax, while the gaming and internet services are subject to value-added tax (VAT) at 6% [8]. - Current tax regulations, as outlined in the VAT law effective from January 1, 2026, specify three tax rates: 13%, 9%, and 6%, with financial and modern services falling under the 6% category [8][10]. - Analysts from Huachuang Securities emphasize that any tax increase would likely be passed on to consumers, contradicting the government's current focus on promoting consumption and economic growth [10].

Core Viewpoint - The credibility of rumors regarding potential tax rate adjustments for the gaming and internet value-added services industry is considered low by industry insiders [1][4][6]. Market Reaction - On February 3, a rumor caused significant fluctuations in the gaming stock market, with Tencent's shares dropping over 6% and NetEase's shares falling more than 3% at one point. However, by the end of the trading day, A-share gaming stocks rebounded, with Century Huatong and Jiubang Technology both rising over 2% [1]. - The gaming index (BK1406) increased by more than 3.4%, with notable gains from companies like Shunwang Technology, which surged by 13.8% [1][2]. Tax Rumor Details - A rumor suggested that the gaming and internet value-added services sectors might face a tax rate increase from 6% to align with the 32% rate applicable to the liquor industry, which could compress profit margins for companies like Tencent [3]. - Industry analysts have expressed skepticism about the feasibility of such a tax increase, citing the complexity of revenue structures in large companies and the existing tax rates already being in the 15%-25% range [4][5]. Industry Response - Various industry representatives have denied receiving any information regarding the rumored tax changes, with Century Huatong stating that their operations remain normal [4]. - Analysts from Dolphin Investment Research and other firms have indicated that the market reaction is likely an overreaction to the rumors, emphasizing that significant tax changes would require extensive procedural groundwork [5][6]. Legal and Policy Considerations - Legal experts and analysts have pointed out that the rumor lacks a solid legal basis, as the current tax structure is defined by the Value-Added Tax Law, which specifies three tax rates: 13%, 9%, and 6% [6][7]. - The current policy focus is on stabilizing growth and supporting innovation, making a broad tax increase counterproductive to government objectives [8].