Core Viewpoint - The market reacted negatively to rumors suggesting that the financial and internet value-added services sectors, including gaming, might face tax rate adjustments similar to those applied to liquor, leading to a decline in stock prices for major companies like Tencent and others in the gaming sector [1][10]. Group 1: Market Reaction - On February 3, the A-share gaming sector experienced a significant drop, with Century Huatong's stock falling over 9%, and other major gaming stocks like Kaixin Network, Giant Network, and 37 Interactive Entertainment also declining [1][10]. - Following the initial drop, gaming stocks rebounded, with Shunwang Technology rising by 14.65%, and other companies like Xunyou Technology, Zhejiang Shuju, and Perfect World seeing increases of over 5% [1][10]. Group 2: Tax Rumors and Industry Response - Industry insiders have confirmed that there has been no official communication regarding tax rate adjustments, indicating that the rumors are likely unfounded [5][14]. - A representative from a leading gaming company stated that no formal documents or meetings regarding tax adjustments have been received, further supporting the notion that the rumors lack credibility [5][14]. - According to a report from Everbright Securities, the rumors are based on a misunderstanding of tax categories, as the proposed comparison between gaming and liquor tax rates is misleading [6][15]. Group 3: Tax Policy Context - The current tax rate for financial services and modern services, including gaming and advertising, is set at 6%, contrasting with the 9% rate applicable to basic telecommunications and construction sectors [6][15]. - The recent tax rate adjustment announced by the Ministry of Finance and the State Administration of Taxation only pertains to basic telecommunications services, not affecting financial or internet value-added services [6][15]. - The prevailing policy focus is on stabilizing growth and promoting innovation, suggesting that significant tax increases in key sectors would contradict current governmental objectives [7][16].

Core Viewpoint - The article discusses rumors regarding potential tax rate adjustments for the financial and internet value-added services sectors, particularly gaming, which led to a decline in stock prices for major internet companies like Tencent. However, industry insiders have largely dismissed these rumors as unfounded and lacking credibility [1][6][7]. Group 1: Market Reactions - On February 3, market rumors about tax rate adjustments caused a significant drop in the A-share gaming sector, with Century Huatong's stock falling over 9%, and other major gaming stocks like Kaixin Network and Giant Network also experiencing declines [1]. - Despite the initial drop, gaming stocks rebounded later, with Shunwang Technology rising by 14.65% and other companies like Xunyou Technology and Zhejiang Shuju Culture seeing increases of over 5% [1][2]. Group 2: Tax Rate Rumors - The rumors suggested that the gaming tax rate might align with the 32% rate applied to liquor, which is a consumption tax, while gaming services are subject to a value-added tax (VAT) of 6% [6][7]. - Industry experts confirmed that there has been no official communication regarding tax rate changes, and the credibility of the rumors is considered low [6][7]. Group 3: Tax Policy Context - The current VAT law, effective from January 1, 2026, specifies three tax rates: 13%, 9%, and 6%, with financial and modern services, including gaming, falling under the 6% category [7]. - Recent adjustments in tax rates have only affected basic telecommunications services, and any changes to the tax structure would require rigorous legislative or administrative processes [7]. - The prevailing policy focus is on stabilizing growth and supporting innovation, making significant tax increases on key industries unlikely [7].

证券代码：300467 证券简称：迅游科技 公告编号：2026-001 四川迅游网络科技股份有限公司 关于持股 5%以上股东股份司法拍卖进展 暨权益变动的提示性公告 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。 特别提示： 1、本次权益变动系重庆海行天企业管理有限公司（以下简称"海行天"） 通过参与司法拍卖取得陈俊合计所持公司 4,062,586 股股份，以及重庆海运天企 业管理有限公司（以下简称"海运天"）通过参与司法拍卖取得厦门允能天成 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"）合计所持公司 11,378,002 股股份所致，不触及要约收购； 2、本次权益变动暂不会导致公司控制权发生变更，也不会影响公司的正常 经营； 3、本次权益变动后，天成投资及其一致行动人天宇投资不再持有公司股份， 海运天及其一致行动人海行天合计持有公司股份 15,440,588 股，占公司总股本 的 7.60%。 4、天成投资、天宇投资对公司负有业绩补偿义务且至今未履行相关生效裁 决。公司已于 2026 ...

信息披露义务人 1：重庆海运天企业管理有限公司 四川迅游网络科技股份有限公司 简式权益变动报告书 上市公司名称：四川迅游网络科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：迅游科技 股票代码：300467 签署时间：2026 年 2 月 2 日 1 信息披露义务人声明 住所：重庆市两江新区大竹林街道星光大道 62 号海王星科技大厦 C 区 4 楼 9-41 通讯地址：重庆市两江新区大竹林街道星光大道 62 号海王星科技大厦 C 区 4 楼 9-41 权益变动性质：股份增加（司法拍卖） 信息披露义务人 2：重庆海行天企业管理有限公司 住所：重庆市两江新区大竹林街道星光大道 62 号海王星科技大厦 C 区 4 楼 8-25 通讯地址：重庆市两江新区大竹林街道星光大道 62 号海王星科技大厦 C 区 4 楼 8-25 权益变动性质：股份增加（司法拍卖） 一、本报告书系信息披露义务人依据《中华人民共和国公司法》、《中华人 民共和国证券法》、《上市公司收购管理办法》、《公开发行证券的公司信息披 露内容与格式准则第 15 号—权益变动报告书》及其他相关法律、法规、部门规 章及规范性文件的有关规定编写。 二、信息 ...

四川迅游网络科技股份有限公司 简式权益变动报告书 上市公司名称：四川迅游网络科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：迅游科技 股票代码：300467 信息披露义务人一：厦门允能天成投资管理合伙企业（有限合伙） 住所或通讯地址：厦门市思明区镇海路26号六楼B区08单元 信息披露义务人二：厦门允能天宇投资管理合伙企业（有限合伙） 住所或通讯地址：厦门市思明区镇海路26号六楼F区14单元 股权变动性质：股份减少 签署日期：2026 年 2 月 2 日 1 信息披露义务人声明 一、本报告书系依据《中华人民共和国证券法》《上市公司收购管理办法》 《公开发行证券的公司信息披露内容与格式准则第15号—权益变动报告书》及相 关法律、法规和规范性文件编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本 报告书已全面披露信息披露义务人在四川迅游网络科技股份有限公司（以下简称 "迅游科技"）中拥有权益的股份变动情况。 截至本报告书签署之日，除本报告书披露的信息外，信息披露义务人没有通 过任何其他方式增加或减少其在迅游科技中拥有权益的股份 ...

Group 1 - The core point of the article is that Xunyou Technology (300467) reported a total of 18,504 shareholders as of January 20, 2026 [1]

Market Overview - The gaming sector experienced a slight increase of 0.0% on January 22, with Mingchen Health leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Individual Stock Performance - Mingchen Health (002919) closed at 26.91, with a rise of 6.41% and a trading volume of 150,400 shares, amounting to a transaction value of 398 million yuan [1] - Other notable gainers included Shunwang Technology (300113) with a 2.35% increase, and Electric Soul Network (603258) with a 1.95% increase [1] - Conversely, stocks like Kaiying Network (002517) and Giant Network (002558) saw declines of 2.27% and 1.91%, respectively [2] Capital Flow Analysis - The gaming sector saw a net outflow of 222 million yuan from institutional investors, while retail investors experienced a net outflow of 97.08 million yuan [2] - Notable net inflows from retail investors were observed in stocks like Kunlun Wanwei (300418) and Yaoji Technology (002605) [3] ETF Performance - The Gaming ETF (159869) tracking the China Animation and Gaming Index decreased by 4.62% over the past five days, with a net redemption of 200 million yuan [5] - The Food and Beverage ETF (515170) saw a slight decline of 2.34% and an increase in shares by 4.5 million [5]

Group 1 - The gaming sector experienced a decline of 0.32% on January 20, with Jibite leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] - Major stocks in the gaming sector showed mixed performance, with Giant Network rising by 2.40% and Jibite falling by 3.37% [2][1] Group 2 - The gaming sector saw a net outflow of 741 million yuan from institutional investors, while retail investors had a net inflow of 457 million yuan [2][3] - The trading volume for major gaming stocks varied, with Giant Network recording a trading volume of 690,300 shares and a transaction value of 3.561 billion yuan [1] - Jibite's stock price decreased to 459.78 yuan, with a trading volume of 16,100 shares [2]

Group 1 - Xunyou Technology's stock price dropped by 5.16% to 34.18 CNY per share, with a trading volume of 146 million CNY and a turnover rate of 2.49%, resulting in a total market capitalization of 6.946 billion CNY [1] - The company, established on August 7, 2008, and listed on May 27, 2015, is located in Chengdu, Sichuan, China, and primarily provides differentiated communication services for global internet users [1] - The revenue composition of Xunyou Technology includes 91.10% from network acceleration products, 7.67% from mobile internet advertising display services and paid subscriptions, and 1.23% from other sources [1] Group 2 - Among the top circulating shareholders of Xunyou Technology, Huaxia Fund's Huaxia Zhongzheng Animation Game ETF (159869) increased its holdings by 802,700 shares, totaling 4.6776 million shares, which represents 2.78% of the circulating shares [2] - The Huaxia Zhongzheng Animation Game ETF was established on February 25, 2021, with a current scale of 10.697 billion CNY, and has achieved a year-to-date return of 11.98%, ranking 694 out of 5,579 in its category [2] - The fund has a one-year return of 64.97%, ranking 672 out of 4,225, and a cumulative return since inception of 61.08% [2] Group 3 - The fund manager of Huaxia Zhongzheng Animation Game ETF is Lu Yayun, who has been in the position for 3 years and 225 days, managing total assets of 22.81 billion CNY [3] - During Lu Yayun's tenure, the best fund return was 104.88%, while the worst return was -31.74% [3]

Group 1 - Xunyou Technology's stock price increased by 5.78% on January 16, reaching 36.58 CNY per share, with a trading volume of 400 million CNY and a turnover rate of 6.77%, resulting in a total market capitalization of 7.433 billion CNY [1] - The stock has risen for five consecutive days, with a cumulative increase of 10.48% during this period [1] - Xunyou Technology, established on August 7, 2008, and listed on May 27, 2015, primarily provides differentiated communication services for global internet users, with 91.10% of its revenue coming from network acceleration products [1] Group 2 - Among the top ten circulating shareholders of Xunyou Technology, Huaxia Fund's Huaxia Zhongzheng Animation Game ETF (159869) increased its holdings by 802,700 shares, totaling 4.6776 million shares, which represents 2.78% of the circulating shares [2] - The ETF has generated an estimated floating profit of approximately 9.3551 million CNY today and a total floating profit of 15.3424 million CNY during the five-day increase [2] - The Huaxia Zhongzheng Animation Game ETF, established on February 25, 2021, has a current scale of 10.697 billion CNY, with a year-to-date return of 15.81% and a one-year return of 70.39% [2]