| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300299 | 富春股份 | 8.08 | -11.11% | 209.71万 | 17.57亿 | | 300459 | 汤姆猫 | 5.13 | -3.75% | 294.98万 | 15.32亿 | | 300533 | 冰川网络 | 35.12 | -2.96% | 7.74万 | 2.74亿 | | 300002 | 神州泰岳 | 11.63 | -2.92% | - 52.57万 | 6.19亿 | | 300043 | 星辉娱乐 | 5.81 | -2.84% | 63.32万 | 3.72亿 | | 002624 | 完美世界 | 15.24 | -2.43% | 29.76万 | 4.57亿 | | 300494 | 盛天网络 | 12.52 | -2.03% | 16.30万 | 2.06亿 | | 300315 | 掌趣科技 | 5.27 | -1.86% | 90.80万 | 4.82亿 | | 002174 | 游族网络 ...

本文字数：560，阅读时长大约1分钟 作者 |一财阿驴 09:31卫星互联网概念开盘活跃，雷科防务3连板，达华智能、特发信息涨超7%，航天智装、创远信 科、天银机电等多股跟涨。消息上，工业和信息化部发布关于组织开展卫星物联网业务商用试验的通 知。 2025.11.26 09:30游戏板块盘初走弱，富川股份跌超4%，汤姆猫、星辉娱乐、盛天网络、掌趣科技跟跌。 09:25 A股开盘丨三大指数集体低开 沪指低开0.07%，深成指低开0.06%，创业板指低开0.14% | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | Mr | 3867.43 c | -2.59 | -0.07% | | 399001 | 深证成指 | M | 12769.93c | -7.39 | -0.06% | | 399006 | 创业板指 | M | 2976.70c | -4.23 | -0.14% | 盘面上，能源金属、工程机械、有机硅概念表现活跃；中船系板块领跌，Sora概念、游戏板块跌幅居 前。 3,2, ...

Core Insights - The establishment of the Guangdong (Shenzhen) Game Enterprise Service Center and the Guangdong (Shenzhen) Game Overseas Service Center aims to enhance the local gaming industry by providing comprehensive support services [1][3] Group 1: Service Centers Overview - The Guangdong (Shenzhen) Game Enterprise Service Center focuses on resource matching, policy analysis, license consultation, and compliance services, leveraging Nanshan's advantages in innovation, education, and capital [1] - The Guangdong (Shenzhen) Game Overseas Service Center will create a platform for market research, policy consulting, entrepreneurship incubation, distribution operations, and talent empowerment, promoting the growth of overseas gaming enterprises [1][3] Group 2: Collaborative Efforts - The two service centers will collaborate with the Shenzhen (Nanshan) Game Innovation Development Center and the upcoming Shenzhen Game Industry Association to form a three-tiered service system that promotes resource sharing and collaborative development [3] - Partnerships have been established with the Harmony Ecosystem (Shenzhen) Innovation Center and Shenzhen Vocational and Technical University to enhance technology adaptation and talent supply in the gaming sector [3] Group 3: Policy Support - The Nanshan District announced the "Shenzhen Nanshan Promotion of High-Quality Development Support Policy for the Gaming and E-sports Industry," which includes ten specific measures to support startups and attract top-tier gaming clubs [3][4] Group 4: Industry Scale and Growth - The gaming and e-sports industry in Nanshan has reached a scale of over 100 billion, with major companies like Tencent and Dreamland Technology contributing to the ecosystem [4]

Market Overview - The gaming sector experienced a decline of 0.98% on November 10, with ST Huatuo leading the drop [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] Individual Stock Performance - Notable gainers included: - Mingchen Health (002919) with a closing price of 19.50, up 6.50% and a trading volume of 134,300 shares, totaling 259 million yuan [1] - Wento Holdings (600715) closed at 2.61, up 2.76% with a trading volume of 604,500 shares, totaling 156 million yuan [1] - Fuchun Co. (300299) closed at 6.81, up 2.71% with a trading volume of 311,400 shares, totaling 211 million yuan [1] - Major decliners included: - ST Huadao (002602) closed at 17.61, down 3.72% with a trading volume of 1,174,300 shares, totaling 2.093 billion yuan [2] - Xinying Network (002517) closed at 22.50, down 2.17% with a trading volume of 421,600 shares, totaling 957 million yuan [2] - Giant Network (002558) closed at 35.50, down 1.63% with a trading volume of 292,700 shares, totaling 1.034 billion yuan [2] Capital Flow Analysis - The gaming sector saw a net outflow of 646 million yuan from institutional investors, while retail investors contributed a net inflow of 358 million yuan [2] - Key stocks with significant capital flow include: - Starry Entertainment (300043) with a net inflow of 47.54 million yuan from institutional investors [3] - Fuchun Co. (300299) with a net outflow of 10.19 million yuan from retail investors [3] - Mingchen Health (002919) with a net inflow of 30.79 million yuan from institutional investors [3] ETF Performance - Gaming ETF (product code: 159869) tracking the China Animation and Gaming Index saw a 2.11% increase over the last five days, with a net outflow of 110 million yuan [5] - Food and Beverage ETF (product code: 515170) experienced a decline of 1.38% over the last five days, with a net outflow of 1.385 million yuan [5]

Core Viewpoint - Hubei Shengtian Network Technology Co., Ltd. has announced the progress of its share repurchase plan, indicating that as of October 31, 2025, it has repurchased 2.9477 million shares, accounting for 0.60% of its total share capital, with a total expenditure of 31.8269 million yuan, nearing the lower limit of its repurchase plan [1][3]. Summary by Sections Repurchase Plan Overview - The company approved a share repurchase plan on April 7, 2025, intending to use self-owned or raised funds to repurchase part of the public shares through centralized bidding, with a total repurchase fund range of no less than 35 million yuan and no more than 50 million yuan, and a maximum repurchase price of 20 yuan per share [2]. Specific Data as of End of October - As of October 31, 2025, the company has repurchased 2,947,660 shares, representing 0.60% of the total share capital. The highest transaction price during the repurchase was 13.27 yuan per share, while the lowest was 9.52 yuan per share, with a total transaction amount of 31,826,927 yuan (excluding transaction fees) [3]. Compliance and Future Arrangements - The company stated that the timing, quantity, price, and commission period of the share repurchase comply with relevant laws and regulations. The company plans to continue the repurchase according to market conditions and will fulfill its information disclosure obligations in a timely manner. The funds used for repurchase have approached the lower limit of 35 million yuan, and if the remaining funds are utilized as planned, the total repurchase amount will fall within the range of 35 million to 50 million yuan [4].

Group 1 - The core announcement is that ShengTian Network has repurchased a total of 2,947,660 shares, which represents 0.60% of the company's current total share capital [2] Group 2 - The repurchase was conducted through a dedicated securities account via centralized bidding transactions [2] - The repurchase is set to be completed by October 31, 2025 [2]

Core Viewpoint - The company, ShengTian Network, has conducted a share buyback, acquiring a total of 2,947,660 shares, which represents 0.60% of its current total share capital [1] Summary by Categories Share Buyback Details - The share buyback was executed through a dedicated repurchase securities account via centralized bidding [1] - The highest transaction price for the shares was 13.27 CNY per share, while the lowest was 9.52 CNY per share [1] - The total amount spent on the buyback was 31,826,927.00 CNY, excluding transaction fees [1]

证券代码：300494 证券简称：盛天网络 公告编号：2025-049 湖北盛天网络技术股份有限公司 关于回购公司股份的进展公告 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。 湖北盛天网络技术股份有限公司（以下简称"公司"）于 2025 年 4 月 7 日召开 第五届董事会第七次会议，审议通过了《关于回购公司股份方案的议案》，公司拟使 用自有或自筹资金以集中竞价交易方式回购公司部分社会公众股股份。本次回购价格 的上限为人民币 20 元/股，本次用于回购的资金总额不低于人民币 3,500 万元且不超 过人民币 5,000 万元（均含本数），本次具体回购资金总额以实际使用的资金总额为 准。本次回购股份的用途为实施股权激励或员工持股计划，若公司未能在股份回购完 成后的 36 个月内用于上述用途，未使用部分将予以注销。具体内容详见于公司于 2025 年 4 月 7 日、2025 年 4 月 10 日在巨潮资讯网（www.cninfo.com.cn）上披露的《关于 回购股份方案的公告》（公告编号：2025-004）、《回购报告书》（公告编号：2025-006）。 根据 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [5]. Core Views - The company reported a total revenue of 938 million yuan for the first three quarters of 2025, representing a year-on-year increase of 10.03%. The net profit attributable to the parent company reached 31 million yuan, a significant increase of 1155.49% year-on-year. The net profit after deducting non-recurring items was 17 million yuan, up 361.55% year-on-year. However, in Q3 2025, the company experienced a revenue decline of 2.38% year-on-year, with a net loss attributable to the parent company of 22 million yuan and a net loss after deducting non-recurring items of 33 million yuan [3][4][9]. Summary by Sections Financial Performance - For the first three quarters of 2025, the company achieved a revenue of 938 million yuan, with a year-on-year growth of 10.03%. The net profit attributable to the parent company was 31 million yuan, reflecting a year-on-year increase of 1155.49%. The net profit after deducting non-recurring items was 17 million yuan, up 361.55% year-on-year. In Q3 2025, the company reported a revenue of 305 million yuan, down 2.38% year-on-year, with a net loss of 22 million yuan and a net loss after deducting non-recurring items of 33 million yuan [3][4][9]. Key Events - The termination of the contract for "Three Kingdoms: Strategy Edition" has negatively impacted profits. In the first three quarters of 2025, this game accounted for 50.12% of revenue and 61.20% of gross profit. The contract was terminated in September 2025, leading to a goodwill impairment provision of 47.5084 million yuan in Q3 2025, which pressured the company's profit [9]. Future Prospects - The company is focusing on new game launches to drive future performance. The independent game "Huo Xia Chuan" received a significant update at the end of August, and a new action game based on "True Three Kingdoms Warriors 8" is in the review stage. Additionally, the game "Magic Bobo" has obtained a license and is expected to launch soon [9]. AI Strategy - The company is actively advancing its AI strategy, showcasing the AI virtual character "Qiu Yu" at the Qingdao Copyright Expo. The company aims to integrate AI capabilities into social products and has established collaborations across various sectors to enhance the commercial value of its IP [9]. Earnings Forecast - The company is projected to achieve net profits of 70 million yuan and 150 million yuan for 2025 and 2026, respectively, with corresponding earnings per share (EPS) of 0.15 yuan and 0.30 yuan [9].

Core Viewpoint - The stock price of ShengTian Network has shown fluctuations, with a year-to-date increase of 14.59% but a recent decline over various trading periods, indicating potential volatility in the market [2]. Group 1: Stock Performance - On October 31, ShengTian Network's stock rose by 2.06%, reaching a price of 12.88 CNY per share, with a trading volume of 1.49 billion CNY and a turnover rate of 2.93%, resulting in a total market capitalization of 63.18 billion CNY [1]. - Year-to-date, the stock has increased by 14.59%, but it has decreased by 3.52% over the last five trading days, 12.02% over the last 20 days, and 10.93% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, ShengTian Network reported a revenue of 938 million CNY, reflecting a year-on-year growth of 10.03%. The net profit attributable to shareholders was 30.71 million CNY, showing a significant increase of 1155.49% [2]. - The company's main revenue sources include network advertising and value-added services (78.71%), game operation (14.49%), IP operation (6.33%), and other services (0.47%) [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for ShengTian Network was 48,700, a decrease of 10.71% from the previous period, while the average number of circulating shares per person increased by 11.99% to 8,172 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited as the second-largest shareholder, increasing its holdings by 13.33 million shares [4].