证券时报记者 郭洁 中国国际数码互动娱乐展览会（ChinaJoy）将于8月初在上海举办。其间，中国国际游戏开发者大会将首次召开。 会上将发布企业出海指引《一国通》，为上海游戏企业制定出海方案提供依据。同时，还将成立上海"游戏出海研 究中心"，建立海外政策法规信息共享机制，健全海外风险预警机制，协助企业应对地缘政治、合规等风险。 今年上半年，上海网络游戏产业总体销售收入达到832.83亿元，同比增长10.80%。其中，国内销售收入687.37亿 元，同比增长10.73%；海外销售收入145.46亿元，同比增长了11.12%。上半年，上海电竞产业收入32.54亿元，同 比增长6.91%，其中，电竞直播收入21.22亿元，赛事收入5.07亿元，均位列全国第一。 多地发布新政，支持本土游戏企业扬帆全球。广东省今年5月出台《关于推动广东网络游戏产业高质量发展的若干 政策措施》，明确引导支持游戏企业带动更多中小微企业出海发展，打造"粤产游戏出海矩阵""游戏企业出海联 盟"。 北京近期就《关于支持北京未来数字空间创新试验区建设的若干措施（征求意见稿）》公开征集意见，其中提 出，支持设立"出海服务专区"，建立出口游戏国内上线 ...

33家创业板公司上半年业绩预告亮相，业绩预增公司有23家，占比69.70%。 证券时报·数据宝统计显示，截至7月14日，33家创业板公司公布了上半年业绩预告。按业绩预告类型进 行统计，预增公司有23家，预盈3家，合计报喜公司比例为78.79%；业绩预降、预亏、减亏公司分别有 3家、1家、1家。 业绩预喜公司中，以预计净利润增幅中值统计，共有10家公司净利润增幅超100%；净利润增幅在 50%~100%之间的有5家。具体来看，翰宇药业预计净利润增幅最高。公司预计上半年实现净利润增幅 中值为1567.36%；锐捷网络、冰川网络预计净利润同比增幅中值分别为195.88%、168.92%，增幅位列 第二、第三。 分行业看，业绩增幅预计翻倍股主要集中在医药生物、电子等行业，分别有2只个股上榜。 市场表现来看，业绩预计翻倍股今年以来平均上涨35.51%，涨幅居前的有冰川网络、晨光生物、翰宇 药业，分别上涨90.03%、55.14%、43.60%，近期走势来看，近5日涨幅居前的有博腾股份、汇中股份、 川金诺，分别上涨17.58%、14.99%、10.69%。（数据宝） 创业板业绩预计暴增股名单 | 代码 | 简称 | 业绩 ...

Core Viewpoint - Glacier Network (300533) expects a significant turnaround in net profit for the period from January 1, 2025, to June 30, 2025, projecting a profit of 310 million to 400 million yuan, compared to a loss of 515 million yuan in the same period last year [1] Financial Performance - The projected net profit attributable to shareholders is between 310 million yuan and 400 million yuan, a substantial improvement from the previous year's loss of 515 million yuan [1] - The net profit after deducting non-recurring gains and losses is expected to be between 292 million yuan and 378 million yuan, compared to a loss of 544 million yuan in the same period last year [1] Operational Adjustments - During the reporting period, the company reduced investment in projects with weak expected returns, leading to a decrease in sales expenses [1] - Non-recurring gains and losses for the period are estimated at approximately 18.5 million yuan, primarily from government subsidies and deposit investment income [1]

2025 年半年度业绩预告 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。 一、本期业绩预计情况 1. 业绩预告期间：2025 年 1 月 1 日～2025 年 6 月 30 日 2. 业绩预告情况：亏损 √扭亏为盈 同向上升 同向下降 证券代码：300533 证券简称：冰川网络 公告编号：2025-044 深圳冰川网络股份有限公司 三、业绩变动原因说明 报告期内，影响公司业绩变动的主要原因： 1. 报告期内，公司结合产品前期投放回收情况以及运营表现，降低预期回收 较弱的项目的投放力度，销售费用较上年同期大幅下降。 2. 截至 2025 年 6 月 30 日，报告期内公司非经常性损益金额约为 1,850.00 万元，主要为政府补贴及存款理财收益。 四、其他相关说明 1. 本次业绩预告是公司财务部门初步核算的结果，未经审计机构审计。 3. 业绩预告情况表： | 项 | 目 | | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司股东的 | | 盈利：31 ...

Group 1 - The gaming sector is experiencing renewed activity, with significant stock price increases observed in several companies [1] - Glacier Network (300533) has seen its stock rise by over 10% [1] - ST Zhongqingbao (300052) has increased by 5%, while Youzu Network (002174), Xinghui Entertainment (300043), and Shengtian Network (300494) have also shown upward trends [1]

Market Overview - The market experienced slight fluctuations with an overall downward trend, as the indices showed mixed results with the Shanghai Composite Index up by 0.32% while the Shenzhen Component and ChiNext fell by 0.25% and 0.36% respectively [4] - Over 4,100 stocks declined while more than 1,100 stocks rose, indicating a bearish sentiment in the market [4] Sector Performance - The power sector showed significant strength, with stocks like Huayin Power and Huaguang Huaneng hitting the daily limit, and others like Dishen Co. reaching a 20% limit up [3][12] - The gaming sector also saw some gains, with stocks such as Giant Network hitting the limit up, while several others performed well [3] - The innovative drug sector experienced a resurgence, with stocks like Guangshengtang and Zhongyuan Qihua reaching the limit up, and others showing gains exceeding 10% [3] - Financial stocks rallied in the afternoon, with companies like Xiangcai Co. and Dazhihui hitting the limit up, although the gains were not sustained [6][7] Power Sector Insights - The power sector has been on a continuous rise, driven by extreme high temperatures leading to increased electricity demand, with the State Grid predicting a peak load of over 1.2 billion kilowatts this summer [14] - Huayin Power reported a significant profit increase in its mid-year earnings forecast, projecting a net profit of 180 million to 220 million yuan, marking a growth of 36.01 to 44.23 times compared to the previous year [14][15] Financial Sector Dynamics - The financial sector saw a brief surge in the afternoon, with major players like Tianfeng Securities and Dongfang Caifu experiencing collective gains, although these were followed by a retreat [6][8] - The market sentiment briefly shifted towards optimism, with discussions of a potential bull market, although this was short-lived [8] Birth Support Policy - A document regarding national-level birth subsidies was circulated, leading to a temporary uptick in stocks related to the dairy and baby products sectors [10][11] - The proposed subsidy is set at 3,600 yuan per year for children under three years old, translating to 300 yuan per month, although the impact on the market was limited and short-lived [11]

Group 1: Market Performance - On June 30, the gaming sector saw significant gains, leading the A-share market, with Xunyou Technology rising over 13%, and Kyeing Network, Gigabit, and Giant Network hitting the daily limit with a 10% increase [1][2] - Other companies such as Ice Glacier Network, 37 Interactive Entertainment, Star Shine Entertainment, and Perfect World also experienced gains exceeding 5% [1] Group 2: Industry Data - According to Gamma Data's report, the Chinese gaming market reached a scale of 28.051 billion yuan in May, marking a year-on-year growth of 9.86% and a month-on-month increase of 2.56% [4] - The client game market in China was valued at 5.819 billion yuan, with a year-on-year growth of 1.58% and a month-on-month growth of 0.34% [4] - The actual sales revenue of domestically developed games in overseas markets was $1.577 billion, reflecting a year-on-year increase of 6.93% and a month-on-month increase of 1.50% [4] Group 3: Regulatory Environment - The National Press and Publication Administration approved 158 new games in June, including 147 domestic and 11 imported games, setting a record for the highest number of new approvals in a single month this year [4] - As of now, a total of 812 game licenses have been issued in 2025, with domestic online game licenses consistently exceeding 110 per month [4] Group 4: Policy Support - Various local policies continue to support the international expansion of gaming companies, with Zhejiang Province's recent measures aimed at fostering the overseas gaming market [4] - Beijing's support measures for the gaming and esports industry include 11 specific initiatives to promote high-quality development, offering up to 30 million yuan in rewards for companies enhancing R&D efficiency through technological upgrades [5] - Guangzhou's Nansha District has also introduced support measures for the gaming and micro-drama industries [5]

Gaming Industry - The issuance of gaming licenses in China remains high, with 757 domestic game licenses issued in the first half of the year, a year-on-year increase of over 20% [1] - Key projects such as "Douluo Dalu: Soul Master Battle" by Kaiying Network and "Endless Cultivation" by Giant Network have received new licenses, indicating a recovery in the gaming sector [1] - The application of AI technology in gaming is becoming clearer, with expectations for more AI-native games to emerge, driving a revaluation of the gaming industry [1] Stablecoins - Hong Kong is accelerating the application of stablecoin policies to address long-standing issues in cross-border payments, aiming to enhance service to the real economy [2] - Stablecoins are seen as a cost-effective alternative in the traditional financial system, with potential to transform payment and capital market activities [2] - The stablecoin industry is expected to enter a period of compliant development as global regulatory policies are implemented [2] Foldable Phones - Honor is set to launch the Honor Magic V5, touted as the world's lightest and thinnest foldable phone, featuring advanced AI capabilities [3] - The Chinese foldable phone market is projected to maintain a 40% global market share, with shipments expected to exceed 17 million units by 2028, reflecting a compound annual growth rate of 19.8% over the next five years [3] - Apple's entry into the foldable phone market is anticipated to boost global sales and drive innovation in the foldable supply chain [3] Regenerative Medicine - Chinese scientists have made a significant breakthrough in regenerative medicine by discovering a key "molecular switch" that regulates mammalian regeneration, marking a major original innovation [4] - The aging population in China is driving clinical demand for regenerative medicine, with technologies like stem cell therapy and 3D bioprinting entering a phase of clinical transformation [4] - The "14th Five-Year Plan" has identified regenerative medicine as a strategic emerging industry, indicating strong government support [4] Innovative Pharmaceuticals - The National Healthcare Security Administration is set to announce measures to support the high-quality development of innovative drugs, which is expected to benefit domestic innovative pharmaceutical companies significantly [5] - The Chinese innovative drug market is projected to exceed 1.22 trillion yuan by 2025, with an annual growth rate of 8.53% [5] - The implementation of policies to support innovative drug development is expected to accelerate the commercialization of new drugs, with 2025 potentially marking a turning point for profitability in the sector [5] Solid Waste Management - A nationwide campaign has been launched to address illegal dumping of solid waste, focusing on hazardous waste and construction debris [6] - The solid waste management industry is experiencing a dual boost from policy support and technological upgrades, with significant market expansion expected [6] - The "14th Five-Year Plan" emphasizes the importance of solid waste management as a pillar of the environmental protection industry [6] AI in Healthcare - Shanghai Ruijin Hospital has open-sourced its RuiPath pathology model, covering seven common cancer types, and initiated a global multi-center plan [7] - The integration of AI technology in healthcare is rapidly transforming the industry, with major tech companies accelerating their investments in AI healthcare solutions [7] - The development of large models in AI is expected to bring revolutionary changes to various medical applications, driving the intelligent upgrade of the healthcare industry [7] Photovoltaic Glass - Major domestic photovoltaic glass companies plan to collectively reduce production by 30% starting in July to alleviate supply-demand imbalances [8][10] - The average net profit of the photovoltaic glass industry has dropped to a historical low, indicating severe profitability challenges [8] - The production reduction is expected to improve market conditions and help companies find a new equilibrium in supply and demand [8][10]

IP经济概念股走强，杭州园林（300649）20cm涨停，张小泉（301055）、元隆雅图（002878）涨超 6%，冰川网络（300533）、星辉娱乐（300043）、潮宏基（002345）跟涨。 ...

A股游戏股盘中震荡走高，恺英网络封涨停，巨人网络、迅游科技、冰川网络、三七互娱、吉比特均涨 逾4%。 ...