Investment Rating - The report maintains a "Recommendation" rating for the media industry, expecting the industry index to outperform the benchmark index by over 5% in the next 3-6 months [2][40]. Core Views - The media sector is anticipated to experience a rebound, particularly in gaming and AI applications, with significant growth potential in these areas. The report emphasizes the importance of both sharpness and allocation in the current market environment [3][6]. - The gaming market is highlighted as entering a favorable valuation zone, with specific companies like Giant Network and Century Huatong recommended for investment [6][16]. - The film market is recovering, with the total box office reaching approximately 437.06 billion yuan, which is about 78% of the 2019 level, indicating a strong recovery trajectory [19][20]. Market Performance Review - The media sector index fell by 3.86% last week, underperforming the CSI 300 index, which rose by 1.28%, resulting in a relative underperformance of 5.14% [9][10]. - The total market capitalization of the media sector is approximately 19,595.28 billion yuan, with a circulating market value of 17,850.96 billion yuan [3]. Gaming Market Insights - Tencent's products dominate the iOS gaming market, with titles like "Peace Elite" and "Love and Deep Space" performing strongly [16]. - Upcoming game releases include "Rust" and "PUBG: BLACK BUDGET," which are expected to generate significant interest [18]. Film Market Overview - The film "Zootopia 2" has achieved a box office of nearly 23 billion yuan within six days, with projections suggesting it could help the total annual box office exceed 500 billion yuan [27]. - The total box office for the year has reached 437.06 billion yuan, with a recovery rate of approximately 78% compared to 2019 [19][22]. Important News and Company Announcements - The establishment of the first micro-short drama export base in Shanghai marks a significant development in the media industry [27]. - Tencent's Magic Cube Studio celebrated its 15th anniversary, announcing major updates for several IP titles, indicating ongoing innovation in the gaming sector [28].

证券代码：300467 证券简称：迅游科技 公告编号：2025-036 四川迅游网络科技股份有限公司 关于持股 5%以上股东股份将被司法拍卖的提示性公告 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。 四川迅游网络科技股份有限公司（以下简称"公司"）于 2025 年 7 月 1 日披 露了《关于持股 5%以上股东股份将被司法拍卖的提示性公告》（公告编号： 2025-020），公司合计持股 5%以上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"）分别所持公司 8,849,557 股、2,528,445 股股份将被四川省 成都市中级人民法院（以下简称"成都中院"）于 2025 年 7 月 31 日 10 时至 2025 年 8 月 1 日 10 时止（因竞价自动延时除外）在淘宝司法拍卖网络平台（网址： https://sf.taobao.com/）进行公开拍卖。本次司法拍卖在公告阶段被撤回，具体详 见公司于 2025 年 7 月 25 日发布的《关于持股 5%以上股东所持公司 ...

Group 1 - The core point of the article is that Xunyou Technology has reported its shareholder count as of November 28, 2025, which stands at 21,006 households [2] Group 2 - The data regarding the shareholder count was provided by China Securities Depository and Clearing Corporation Limited [2]

证券之星消息，12月1日游戏板块较上一交易日上涨1.71%，迅游科技领涨。当日上证指数报收于 3914.01，上涨0.65%。深证成指报收于13146.72，上涨1.25%。游戏板块个股涨跌见下表： 从资金流向上来看，当日游戏板块主力资金净流入3.23亿元，游资资金净流入2.37亿元，散户资金净流出 5.6亿元。游戏板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002602 | 世纪委通 | 2.05 Z | 6.97% | -4294.19万 | -1.46% | -1.62 Z | -5.52% | | 002517 | 恺英网络 | 1.18亿 | 10.16% | 4109.68万 | 3.54% | -1.59 Z | -13.70% | | 002555 | 三七互娱 | 1.16/Z | 10.74% | 1143.96万 | 1.06% | -1.27 乙 | -11.8 ...

Market Overview - The gaming sector experienced a decline of 0.42% on November 28, with Perfect World leading the drop [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Individual Stock Performance - Perfect World (code: 002624) saw a significant drop of 6.59%, closing at 14.17, with a trading volume of 785,000 shares and a transaction value of 1.125 billion [2] - Other notable declines included 37 Interactive Entertainment (code: 002555) down 1.77% and Xunyou Technology (code: 300467) down 1.23% [2] - Conversely, WenTou Holdings (code: 600715) increased by 2.44%, closing at 2.52, with a trading volume of 396,000 shares and a transaction value of 98.45 million [1] Capital Flow Analysis - The gaming sector experienced a net outflow of 401 million from institutional investors, while retail investors saw a net inflow of 388 million [2][3] - Major stocks like Giant Network (code: 002558) had a net inflow of 113 million from institutional investors, but a net outflow from retail investors of 39.69 million [3] - Other stocks such as FuChun Co. (code: 300299) and MingChen Health (code: 002919) also showed mixed capital flows, with varying degrees of institutional and retail investor activity [3] ETF Performance - The Gaming ETF (code: 159869) tracking the China Animation and Gaming Index saw a recent decline of 4.37%, with a current P/E ratio of 36.05 [5] - The Food and Beverage ETF (code: 515170) had a slight increase of 0.17%, with a P/E ratio of 20.77 [5] - The Sci-Tech 50 ETF (code: 588000) experienced a decline of 3.10%, with a high P/E ratio of 149.48 [5]

Group 1 - The gaming sector is experiencing a strong upward trend, with the gaming ETF (159869) rising nearly 1% in early trading on November 27, 2023, driven by leading stocks such as Giant Network, Kaixin Network, and Youzu Network [1] - Citic Securities reports that the gaming industry continues to show high growth in revenue and profit in Q3 2025, supported by leading companies and a regular issuance schedule of game licenses [2] - The gaming sector is expected to benefit from AI, content, and commercialization model transformations, with the gaming ETF (159869) tracking the performance of A-share listed companies in the animation and gaming industry [2] Group 2 - Google's release of the Nano Banana Pro showcases its strong capabilities in the multimodal large model field, integrating advanced understanding and rendering capabilities, which can enhance content creation across various industries [1] - The Nano Banana Pro supports 2K and 4K resolutions, catering to professional production needs, and reflects a broader trend of improving multimodal capabilities and decreasing usage barriers in the market [1]

证券代码：300467 证券简称：迅游科技 公告编号：2025-035 四川迅游网络科技股份有限公司 关于持股 5%以上股东部分股份将被司法拍卖的提示性公告 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。 1、本次股份被拍卖基本情况 注 1：本次司法拍卖系因陈俊先生与国海证券股份有限公司股票质押式回购交易纠纷一 案所导致。 注 2：有关本次司法拍卖的具体内容详见淘宝司法拍卖网络平台公示的相关信息。 2、股东股份累计被司法拍卖的情况 注：除本次司法拍卖外，陈俊先生所持公司股份的另一笔司法拍卖详见公司于 2025 年 11 月 6 日披露的《关于持股 5%以上股东部分股份将被司法拍卖的提示性公告》（公告编号： 2025-032）。 二、其他情况说明及风险提示 截至本公告披露日，陈俊先生所持公司股份累计被拍卖情况如下： 股东名称 持股数量（股） 持股比例 累计被拍卖数量（股） 合计占其所持股 份比例 合计占公司总股本 比例 陈俊 11,058,812 5.44% 8,985,693 81.25% 4.42% 近日，四川迅游网络科技股份有限公司（以下简称"公司"）接到 ...

Group 1 - The core point of the article is that Xunyou Technology (300467) reported a total of 20,264 shareholders as of November 20, 2025 [1]

| 信息披露义务人陈俊先生保证向本公司提供的信息内容真实、准确、完整，没有 | | --- | | 虚假记载、误导性陈述或重大遗漏。 | | 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 | 四川迅游网络科技股份有限公司（以下简称"公司"）于 2025 年 9 月 30 日披露了《关于持股 5%以上股东部分股份将被司法拍卖的提示性公告》（公告 编号：2025-027），公司持股 5%以上股东陈俊先生持有的公司 2,031,293 股股份 （占其所持公司股份的 15.52%，占公司总股本的 1%），将于 2025 年 10 月 31 日 10 时至 2025 年 11 月 1 日 10 时止（延时除外）被贵州省贵阳市中级人民法院 （以下简称"贵阳中院"）在淘宝司法拍卖网络平台公开拍卖，具体详见公司在 巨潮资讯网（http://www.cninfo.com.cn）上披露的相关公告。 证券代码：300467 证券简称：迅游科技 公告编号：2025-034 四川迅游网络科技股份有限公司 关于持股 5%以上股东部分股份司法拍卖进展 暨权益变动触及 1%的公告 近日，公司接到陈俊先生告知，本次司法拍 ...

第一章 总则 第二章 经营宗旨和范围 第三章 股份 第一节 股份发行 第二节 股份增减和回购 第三节 股份转让 第四章 股东和股东会 第一节 股东的一般规定 第二节 控股股东和实际控制人 第三节 股东会的一般规定 第四节 股东会的召集 第五节 股东会的提案与通知 第六节 股东会的召开 第七节 股东会的表决和决议 第五章 董事和董事会 第一节 董事的一般规定 第二节 董事会 第三节 独立董事 第四节 董事会专门委员会 第七章 财务会计制度、利润分配和审计 章程 二零二五年十月 目 录 第六章 高级管理人员 第一节 财务会计制度 第二节 内部审计 第三节 会计师事务所的聘任 第八章 通知和公告 第一节 通知 第二节 公告 第九章 合并、分立、增资、减资、解散和清算 第一节 合并、分立、增资和减资 第二节 解散和清算 第十章 修改章程 第十一章 附则 第一章 总则 第一条 为维护四川迅游网络科技股份有限公司（以下简称"公司"）、股东、 职工和债权人的合法权益，规范公司的组织和行为，根据《中华人民共和国公司 法》（以下简称《公司法》）、《中华人民共和国证券法》（以下简称《证券法》） 和其他有关规定，制定本章程。 第二 ...