Group 1 - The A-share gaming sector showed strong performance at the beginning of trading, with Glacier Network rising over 10% and Zhangqu Technology increasing over 5% [1] - Other companies such as Dihun Network, Fuchun Co., Giant Network, Xinghui Entertainment, Shengtian Network, Xunyou Technology, and Youzu Network also experienced gains [1] - According to Gamma Data's recent report, the Chinese gaming market size reached 28.051 billion yuan in May 2025, representing a year-on-year growth of 9.86% and a month-on-month increase of 2.56% [1]

Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Views - The gaming industry is entering a recovery phase, with a 9.9% year-on-year growth in the Chinese gaming market as of May 2025, driven by new game releases and upcoming summer titles [5] - AI applications are accelerating in various sectors, including content creation, entertainment, education, and e-commerce, with significant advancements in AI models and tools [4][5] - The report emphasizes the importance of focusing on mid-year performance and new content releases to capitalize on emerging consumer trends in IP [5] Summary by Sections Industry Data Overview - "Delta Action" ranked first in the iOS free chart, while "Honor of Kings" topped the iOS revenue chart as of June 21, 2025 [12][16] - The film "Sauce Garden Case" achieved a weekly box office of 1.37 billion [28] AI Evolution Driving Industry Change - Multiple large AI models have been released or upgraded, enhancing capabilities in various applications [35] - The introduction of the MiniMax-M1 model signifies a shift towards efficient, low-cost AI solutions with strong reasoning capabilities [38] Gaming Sector Insights - The mobile gaming market saw a 12.0% year-on-year growth, with self-developed games generating overseas revenue increasing by 6.9% [5] - New game launches and summer releases are expected to boost the gaming sector's performance in Q2 and Q3 [5] Recommendations for Investment - Key recommendations include Tencent Holdings and Kuaishou-W for large models/agents, with Alibaba-W and SenseTime-W as beneficiaries [4] - The report suggests focusing on mid-year earnings and new content to drive investment in IP new consumption sectors, including gaming, short dramas, films, and trendy toys [5]

证券代码：300494 证券简称：盛天网络 公告编号：2025-032 湖北盛天网络技术股份有限公司 2024 年度股东会决议公告 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、本次股东会无增加、变更、否决议案的情形； 2、本次股东会不涉及变更前次股东会决议； 3、本次股东会以现场投票和网络投票相结合的方式召开； 4、为尊重中小投资者利益，提高中小投资者对公司股东会决议事项的参与 度，本次股东会对中小投资者进行单独计票，中小投资者是指除上市公司董 事、监事、高级管理人员以及单独或者合计持有公司 5%以上股份的股东以外的 其他股东。 一、会议召开基本情况 1．会议召集人：公司董事会 2．会议召开方式：现场会议、网络投票 3．会议召开日期、时间：2025 年 6 月 18 日 （1）现场会议时间：2025 年 6 月 18 日（星期三）下午 15:00； （2）网络投票时间： 通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 6 月 18 日上午 9:15-9:25、9:30-11:30，下午 13:00-15:00； 通过深圳证 ...

湖北好律律师事务所 关于湖北盛天网络技术股份有限公司 2024 年度股东会的 法律意见 湖北好律律师事务所 湖北好律律师事务所 关于湖北盛天网络技术股份有限公司 2024 年度股东会的 法律意见 编号：（2025）鄂好律意字第 0023 号 湖北好律律师事务所 HUBEI EXCELLENT LAWYER LAW FIRM 二〇二五年六月 致：湖北盛天网络技术股份有限公司 湖北好律律师事务所受湖北盛天网络技术股份有限公司（以下简 称"盛天网络"或"公司"）委托，指派我所张典律师、徐璐律师（以 下简称"本所律师"）出席盛天网络于 2025 年 6 月 18 日在公司会议 室召开的 2024 年度股东会（以下简称"本次股东会"），对本次股 东会的合法性进行见证并出具法律意见。 本法律意见根据《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》"）、 《上市公司股东会规则》（以下简称"《股东会规则》"）等有关法 律、法规和规范性文件以及《湖北盛天网络技术股份有限公司章程》 （以下简称"《公司章程》"）而出具。 为出具本法律意见，本所律师对盛天网络本次股东会的有关文件 ...

湖北盛天网络技术股份有限公司 2024 年度股东会 会议资料 证券代码：3 0 0 4 9 4 证券简称：盛天网络 二〇二五年六月 湖北盛天网络技术股份有限公司 2024 年度股东会会议议程 一、主持人宣布会议开始； 二、介绍到会股东或股东代表人及其他参加会议人员； 三、逐项宣读议案，与会股东审议会议议案； | 议案序号 | 议案名称 | | --- | --- | | 1.00 | 《2024 年度董事会工作报告》 | | 2.00 | 《2024 年度监事会工作报告》 | | 3.00 | 《2024 年年度报告全文及摘要》 | | 4.00 | 《2024 年度财务决算报告》 | | 5.00 | 《关于 2024 年度拟不进行利润分配的议案》 | | 6.00 | 《关于续聘 2025 年度审计机构的议案》 | | 7.00 | 《关于修订<公司章程>的议案》 | | 8.00 | 《关于修订<股东会议事规则>的议案》 | | 9.00 | 《关于修订<董事会议事规则>的议案》 | | 10.00 | 《关于修订<独立董事工作制度>的议案》 | | 11.00 | 《关于修订<分红管理制度>的议案》 ...

证券代码：300494 证券简称：盛天网络 公告编号：2025-031 湖北盛天网络技术股份有限公司 关于召开 2024 年度股东会的提示性公告 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。 湖北盛天网络技术股份有限公司（以下简称"公司"）于 2025 年 5 月 28 日在巨 潮资讯网（http://www.cninfo.com.cn）披露《关于召开 2024 年度股东会的通知》 （公告编号：2025-027），决定于 2025 年 6 月 18 日召开公司 2024 年度股东会。为 保护投资者权益，方便公司股东行使股东会表决权，现将本次会议有关事项提示如下： 一、会议召开基本情况 1.股东会届次：2024 年度股东会 2.股东会的召集人：经公司第五届董事会第九次会议决议召开 3.会议召开的合法、合规性：本次股东会的召开符合有关法律、行政法规、部门 规章、规范性文件和公司章程的相关规定。 4.会议召开日期、时间： （1）现场会议时间：2025 年 6 月 18 日（星期三）下午 15:00 （2）网络投票时间： 通过深圳证券交易所交易系统进行网络投票的具体 ...

Group 1 - The A-share gaming sector experienced a significant rally, with companies such as Electric Soul Network and Giant Network rising over 6% [1] - Other companies in the sector, including Sheng Tian Network, G-bits, and Xinghui Entertainment, also saw notable increases in their stock prices [1]

Group 1: Company Performance and Financials - In Q1 2025, the company achieved a revenue of 315 million CNY, representing a year-on-year growth of 24.16% [12] - The net profit attributable to shareholders was 25.43 million CNY, showing a significant increase of 78.56% year-on-year [12] Group 2: Game Development and International Expansion - The company is focusing on overseas expansion in both social and gaming sectors, with key products like "Star Wings" being launched in Japan, Korea, and Southeast Asia [3][5] - "Star Wings" achieved significant success in Japan, ranking second on both Google Play and App Store in its first month, and contributing over 60% to the company's revenue from games in Japan by 2025 [3][5] Group 3: AI and Technology Integration - The company is leveraging its VRACE AI platform to enhance game and social experiences, exploring applications in virtual companionship, content generation, and player behavior analysis [4][15] - The AI-driven social app "Give Mai" integrates multi-modal AI technologies, achieving breakthroughs in emotional analysis and voice recognition [16] Group 4: Strategic Partnerships and IP Development - The company is deepening collaborations with international IP partners like Koei Tecmo to extend the lifecycle of core IPs such as "Three Kingdoms" and "Dynasty Warriors" [3][10] - A partnership with "Koto's Frame Arms Girl" has been established to enhance the IP attributes of "Star Wings" through character and item collaborations [7][8] Group 5: Future Goals and Market Strategy - For 2025, the company aims to drive growth through AI innovations, focusing on content creation and expanding into new entertainment scenarios [9][10] - The company plans to explore acquisition opportunities in gaming, social, AI applications, and AR/VR sectors to strengthen its market position [10]

Group 1 - The esports sector saw a rise of 2.72%, ranking second among concept sectors, with 29 stocks increasing in value, including significant gains from companies like Xinyu Entertainment (up 13.43%) and Giant Network (up 5.38%) [1] - The main inflow of funds into the esports sector amounted to 856 million yuan, with 21 stocks receiving net inflows, and 9 stocks exceeding 50 million yuan in net inflows, led by Giant Network with 163 million yuan [1] - The top three stocks by net inflow ratio were Electric Soul Network (23.03%), ST United (18.44%), and Bo Rui Communication (14.18%) [2] Group 2 - The esports concept stocks that performed well included Electric Soul Network, ST United, and Bo Rui Communication, with respective daily increases of 9.99%, 5.01%, and 5.03% [2][3] - The trading volume and turnover rates for key stocks were notable, with Electric Soul Network having a turnover rate of 7.97% and Giant Network at 3.92% [2] - The overall market sentiment in the esports sector appears positive, as indicated by the significant net inflows and the performance of leading stocks [1][2]

证券代码：300494 证券简称：盛天网络 公告编号：2025-030 湖北盛天网络技术股份有限公司 关于参加湖北辖区上市公司 2025 年投资者 网上集体接待日活动的公告 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。 为进一步加强与投资者的互动交流，湖北盛天网络技术股份有限公司（以下简称 "公司"）将参加由湖北证监局、湖北省上市公司协会与深圳市全景网络有限公司联 合举办的"2025 年湖北辖区上市公司投资者集体接待日活动"，现将相关事项公告如 下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参 与本次互动交流，活动时间为 2025 年 6 月 12 日（周四）14:00-16:40。届时公司高 管将在线就公司 2024 年度业绩、公司治理、发展战略、经营状况、可持续发展等投资 者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与! 特此公告。 湖北盛天网络技术股份有限公司 2025 年 6 月 11 日 ...