证券代码：300533 证券简称：冰川网络 公告编号：2025-065 深圳冰川网络股份有限公司 | 年 | 2025 | 万美 | 500.00 | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 月 | 2 | 13 | 元 | | | | | | | | | | | | | 日 | | | | | | | | | | | | | | | | 首创证券 | | | | | | | | | | | | | | | | 创宁 | 号 | 4 | 首创证 | 已于 | | | | | | | | | | | | 集合资产 | 闲置 | 年 | 已 | 2024 | 券股份 | 非保本浮 | 万 | 年 | 20,000.00 | 6,545,447. | 2025 | 5 | | | | 管理计划 | 自有 | 月 | 到 | 6 | 19 | 有限公 | 动收益型 | 元人民币 | 月 | 日 | 26 | 13 | | | | ...

Market Overview - The gaming sector experienced a decline of 0.27% on October 20, with ST Huatuo leading the drop [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] Top Gainers in Gaming Sector - The top gainers included: - Youzu Network (002174) with a closing price of 11.66, up 5.42% and a trading volume of 645,700 shares, totaling 741 million yuan [1] - ST Dazheng (600892) at 4.14, up 5.08% with a trading volume of 106,800 shares, totaling 43.65 million yuan [1] - Kaiying Network (002517) at 23.74, up 4.12% with a trading volume of 526,800 shares, totaling 1.258 billion yuan [1] Top Losers in Gaming Sector - The top losers included: - ST Huadao (002602) at 17.32, down 4.94% with a trading volume of 2,259,200 shares, totaling 3.996 billion yuan [2] - Yaoji Technology (002605) at 25.21, down 2.17% with a trading volume of 85,200 shares, totaling 21.7 million yuan [2] - Shunwang Technology (300113) at 23.75, down 1.86% with a trading volume of 231,900 shares, totaling 559 million yuan [2] Capital Flow in Gaming Sector - The gaming sector saw a net outflow of 421 million yuan from main funds, while retail investors contributed a net inflow of 492 million yuan [2][3] - Notable capital flows included: - Kaiying Network (002517) with a main fund net outflow of 64.59 million yuan [3] - Youzu Network (002174) with a main fund net inflow of 46.51 million yuan [3] - Perfect World (002624) with a main fund net inflow of 24.05 million yuan [3] ETF Performance - The Gaming ETF (159869) tracking the China Animation and Gaming Index saw a decline of 7.55% over the past five days, with a net outflow of 64.67 million yuan [5]

Core Viewpoint - Glacier Network's stock has shown significant performance this year, with a year-to-date increase of 96.36%, indicating strong market interest and potential growth in the gaming sector [2]. Group 1: Stock Performance - As of October 17, Glacier Network's stock price rose by 2.16% to 38.80 CNY per share, with a trading volume of 145 million CNY and a turnover rate of 2.29%, resulting in a total market capitalization of 9.097 billion CNY [1]. - The stock has experienced a 3.60% increase over the last five trading days, a 3.63% decrease over the last 20 days, and a 2.00% increase over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Glacier Network reported a revenue of 1.257 billion CNY, reflecting a year-on-year growth of 4.21%, while the net profit attributable to shareholders reached 336 million CNY, marking a significant increase of 165.19% [3]. - The company has distributed a total of 841 million CNY in dividends since its A-share listing, with 583 million CNY distributed over the past three years [4]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders increased by 140.76% to 44,200, while the average number of tradable shares per shareholder decreased by 58.42% to 3,735 shares [3]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 7.7387 million shares, an increase of 5.1823 million shares from the previous period [4].

Core Insights - 31 companies listed on the ChiNext board have released their performance forecasts for the first three quarters, with 25 companies expecting profit increases, representing 80.65% of the total [1] - The overall proportion of companies with positive forecasts (including profit increases and profit forecasts) stands at 87.10%, with only 4 companies expecting profit declines [1] Performance Forecasts - Among the companies with positive forecasts, 11 are expected to see net profit growth exceeding 100%, while 6 companies anticipate growth between 50% and 100% [1] - ShuoBeide (300322) is projected to have the highest net profit growth at 1285.82%, followed by Chenguang Biological (300138) at 372.80% and Ice River Network (300533) at 207.09% [1] Market Performance - Stocks of companies expecting profit growth have seen an average increase of 98.75% this year, with notable performers including Zhenyu Technology (300953) up 243.48%, Jinli Yongchang (300748) up 129.80%, and Guangku Technology (300620) up 105.43% [1] - Recent performance over the last five days shows Chenguang Biological (300138) up 10.87%, Jinli Yongchang (300748) up 3.47%, and Chuanjin Nuo (300505) up 1.20% [1] Company Performance Table - A detailed table lists companies with their respective codes, expected net profit growth percentages, latest closing prices, year-to-date performance, and industry classifications [1][2]

证券代码：300533 证券简称：冰川网络 公告编号：2025-064 深圳冰川网络股份有限公司 关联关系说明：公司及子公司与理财产品受托方无关联关系。 二、审批程序 《关于使用闲置自有资金进行现金管理的议案》已经公司第五届董事会第六 次会议、第五届监事会第五次会议及 2024 年年度股东大会审议通过，监事会发 表了明确同意的意见。 本次购买现金管理产品或银行理财产品的额度和期限均在审批范围内，无需 另行提交董事会、股东会审议。 关于使用闲置自有资金购买理财产品的进展公告 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。 深圳冰川网络股份有限公司（以下简称"公司"）第五届董事会第六次会议、 第五届监事会第五次会议及 2024 年年度股东大会审议通过了《关于使用闲置自 有资金进行现金管理的议案》，鉴于公司目前经营情况稳定，财务状况稳健，根 据《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管 指引第 2 号——创业板上市公司规范运作》等相关规定，为提高公司资金使用效 率，在保证公司主营业务正常经营和资金安全的情况下，同意公司及子公司使用 闲置自有 ...

Core Points - The gaming sector experienced a decline of 1.29% on October 16, with Mingchen Health leading the drop [1] - The Shanghai Composite Index closed at 3916.23, up 0.1%, while the Shenzhen Component Index closed at 13086.41, down 0.25% [1] Stock Performance - The table shows various gaming stocks with their closing prices, percentage changes, trading volumes, and transaction amounts, indicating mixed performance among individual stocks [1] - Notable declines include: - 37 Interactive Entertainment down 1.33% [1] - Glacier Network down 1.38% [1] - Yaoji Technology down 1.47% [1] - Conversely, ST Dazheng and ST Kaiwen showed slight increases of 0.99% and 0.26% respectively [1] Capital Flow - The gaming sector saw a net outflow of 833 million yuan from major funds, while retail investors contributed a net inflow of 628 million yuan [3] - Speculative funds recorded a net inflow of 205 million yuan [3]

Core Insights - 30 companies listed on the ChiNext board have released their performance forecasts for the first three quarters, with 24 companies expecting profit increases, representing 80.00% of the total [1] - The overall proportion of companies with positive forecasts is 86.67%, with 2 companies expecting to turn a profit and 4 companies forecasting profit declines [1] Performance Forecasts - Among the companies expecting profit increases, 10 companies anticipate a net profit growth exceeding 100%, while 6 companies expect growth between 50% and 100% [1] - ShuoBeide (300322) leads with a projected net profit growth of 1285.82%, followed by Chenguang Biotech (300138) at 372.80% and Ice River Network (300533) at 207.09% [1] Market Performance - Stocks with expected profit doubling have seen an average increase of 102.14% year-to-date, with notable performers including Zhenyu Technology (300953) up 256.27%, Jinli Permanent Magnet (300748) up 142.52%, and Ice River Network (300533) up 94.89% [1] - Recent performance over the last five days shows Jinli Permanent Magnet (300748) up 25.75%, Feirongda (300602) up 11.28%, and Chenguang Biotech (300138) up 8.31% [1] Company Performance Table - A detailed table lists companies with their respective codes, expected profit growth percentages, latest closing prices, year-to-date performance, and industry classifications [1][2]

Core Insights - 27 companies listed on the ChiNext board have released their performance forecasts for the first three quarters, with 23 companies expecting profit increases, representing 85.19% of the total [1] - The overall proportion of companies with positive forecasts is 92.59%, with 2 companies expecting to turn a profit and 2 companies forecasting profit declines [1] Performance Forecasts - Among the companies expecting profit increases, 9 companies anticipate a net profit growth of over 100%, while 6 companies expect a growth between 50% and 100% [1] - The company with the highest expected net profit growth is Morning Light Bio, forecasting a median increase of 372.80% [1] - Other notable companies include Glacier Network and Bai Ao Intelligent, with expected net profit growths of 207.09% and 184.12%, respectively [1] Company Performance Data - The following companies are highlighted for their significant expected profit increases: - Morning Light Bio (Code: 300138) - Expected net profit growth: 372.80%, Latest closing price: 13.99, Year-to-date change: 62.33% [1] - Glacier Network (Code: 300533) - Expected net profit growth: 207.09%, Latest closing price: 38.10, Year-to-date change: 92.81% [1] - Bai Ao Intelligent (Code: 300836) - Expected net profit growth: 184.12%, Latest closing price: 56.53, Year-to-date change: 95.40% [1] - Other companies with notable growth include Chuan Jin Nuo (171.61%), Jin Li Yong (168.00%), and Bo Teng (139.09%) [1]

Core Viewpoint - Shenzhen Iceberg Network Co., Ltd. has significantly turned its performance around in the first three quarters of the year, projecting a net profit of between 4.35 billion to 5.65 billion yuan, compared to a loss in the same period last year [1][2]. Financial Performance - The company expects a net profit attributable to shareholders of 4.35 billion yuan to 5.65 billion yuan, and a net profit excluding non-recurring gains and losses of 4.17 billion yuan to 5.42 billion yuan, marking a substantial turnaround from a loss of 46.69 million yuan in the previous year [2]. - In Q3, the projected net profit is between 1.46 billion yuan to 1.88 billion yuan, representing a year-on-year increase of 202.88% to 290.01% [2][3]. - The net profit excluding non-recurring gains and losses for Q3 is expected to be between 1.40 billion yuan to 1.82 billion yuan, with a year-on-year increase of 201.41% to 291.83% [2][3]. Cost Management - The significant improvement in performance is attributed to effective control of sales expenses, which have decreased substantially compared to the previous year [3]. - The company has been cautious in launching new products, optimizing their marketing strategies based on prior data and long-term operational performance [3]. Historical Context - In the first quarter of 2024, the company adopted an aggressive customer acquisition strategy, resulting in sales expenses of 855 million yuan, a 168.36% increase year-on-year, but this did not yield effective conversion, leading to a revenue decline of 18.76% [7]. - The total sales expenses for 2024 reached 2.302 billion yuan, a 32.04% increase, while the annual revenue was only 2.788 billion yuan, a mere 0.17% growth [7]. Product Development - Currently, the company has six new products in development, including MMORPG mobile game "Code: Q" and casual competitive game "Code: SS," which are in the testing phase [7].

Core Insights - 24 companies listed on the ChiNext board have released their performance forecasts for the first three quarters, with 20 companies expecting profit increases, representing 83.33% of the total [1] - The overall proportion of companies reporting positive forecasts is 91.67%, with 2 companies expecting to turn a profit and 2 companies forecasting profit declines [1] Performance Forecasts - Among the companies expecting profit increases, 8 companies anticipate a net profit growth exceeding 100%, while 6 companies expect growth between 50% and 100% [1] - The company with the highest expected net profit growth is Morning Light Bio, forecasting a median increase of 372.80% [1] - Other notable companies include Ice River Network and Chuanjin Nuo, with expected median net profit growths of 207.09% and 171.61%, respectively [1] Company Performance Data - The following companies are highlighted for their significant expected profit increases: - Morning Light Bio (Code: 300138) - Expected net profit growth: 372.80%, Latest closing price: 13.24, Year-to-date change: 53.63% [1] - Ice River Network (Code: 300533) - Expected net profit growth: 207.09%, Latest closing price: 36.55, Year-to-date change: 84.97% [1] - Chuanjin Nuo (Code: 300505) - Expected net profit growth: 171.61%, Latest closing price: 21.88, Year-to-date change: 54.57% [1] - Other companies with notable growth include Jinli Yongci, Boteng Co., Changchuan Technology, and others, each with significant expected profit increases and varying year-to-date performance [1]