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]

Group 1 - The core point of the article is that Xunyou Technology (300467) reported its shareholder count as of January 9, 2026, which stands at 21,453 households [1]

Group 1 - The core point of the article highlights the trading activity of Xunyou Technology, which saw a slight increase in stock price and a significant block trade on January 13, with a closing price of 33.56 yuan [1] - The block trade involved a total volume of 1.13 million shares, amounting to 30.284 million yuan, with a transaction price of 26.80 yuan per share, reflecting a premium rate of -20.14% [1] - Over the past three months, the stock has recorded only one block trade with a total transaction value of 30.284 million yuan, while in the last five trading days, the stock has increased by 9.92%, despite a net outflow of 50.0953 million yuan from major funds [1]

Core Viewpoint - The gaming sector in the A-share market has seen a significant rise, with an overall increase of over 60% in 2025, driven by favorable policies and market conditions [1] Group 1: Market Recovery and Growth - The number of approved domestic online games reached a historical high of 1,771 in 2025, a 25.07% increase from 1,416 in 2024 [2] - The recovery in game approvals is attributed to a combination of factors, including improved policies and social attitudes towards the gaming industry [4][5] - In April 2025, the government introduced three measures to support the gaming industry, including tax incentives and support for IPOs and mergers [6] - The approval process for game licenses has been optimized, reducing the time to under a year, with some approvals taking as little as three months [8] - Negative impacts from past regulations, such as restrictions on minors and license suspensions, are gradually dissipating [9] Group 2: Industry Investment and Revenue - Leading gaming companies have significantly increased their R&D expenditures, with Century Huatong, Giant Network, and G-bits spending 760 million, 340 million, and 280 million yuan respectively, all showing over 45% growth year-on-year [11] - The actual sales revenue of the domestic gaming market reached 350.79 billion yuan in 2025, reflecting a year-on-year growth of 7.68% [13] - The user base grew by 1.35% to 683 million, marking a historical peak [16] - The gaming industry is experiencing a surge in user engagement and spending, with the overall revenue growth for the industry’s stocks showing increases of 22%, 22%, and 29% in the first three quarters of the year [23] Group 3: Evolving Game Genres and Trends - The gaming industry is witnessing a rapid evolution in game genres, with a notable rise in party games and FPS titles since 2022 [30][32] - The success of games like "Genshin Impact" has set a precedent for future game releases, indicating a trend towards innovative and hybrid game types [35] - WeChat mini-games have emerged as a significant growth area, with market revenue reaching 53.54 billion yuan in 2025, a 34.39% increase [39] - The monthly active users of WeChat mini-games reached 500 million, with daily online time increasing by 10% [40] Group 4: Future Outlook and Competitive Landscape - The gaming market is expected to continue expanding, driven by the rise of high-quality mobile games and the integration of AI in game development and operations [46][47] - Despite the positive outlook, competition within the gaming industry is intensifying, prompting companies to pursue mergers and global market expansion [50][51] - The most promising companies are those that can innovate gameplay and develop platform-based gaming experiences, which may lead to growth and valuation increases [55] - The darkest times for the gaming industry appear to be over, signaling a potential turning point for sustained growth [56]

Group 1 - The core point of the article is that Xunyou Technology (300467) has reported that as of December 31, 2025, the number of its shareholders will be 17,542 [1]