天眼查商业履历信息显示，深圳冰川网络股份有限公司，成立于2008年，位于深圳市，是一家以从事互 联网和相关服务为主的企业。企业注册资本23430.333万人民币，实缴资本19.233万人民币。公司法定代 表人为刘和国。 通过天眼查大数据分析，深圳冰川网络股份有限公司共对外投资了43家企业，参与招投标项目1次，知 识产权方面有商标信息98条，专利信息5条，此外企业还拥有行政许可18个。 来源：金融界 金融界消息 截至2025年8月11日收盘，冰川网络（300533）报收于37.28元，上涨0.43%，换手率 8.59%，成交量14.17万手，成交金额5.27亿元。 资金流向方面，今日主力资金净流出2100.71万元，占比成交额3.98%。其中，超大单净流出782.34万 元、占成交额1.48%，大单净流出1318.37万元、占成交额2.5%，中单净流出流入518.45万元、占成交额 0.98%，小单净流入1582.26万元、占成交额3.0%。 冰川网络最新一期业绩显示，截至2025一季报，公司营业总收入6.54亿元、同比增长16.65%，归属净利 润1.89亿元，同比增长142.38%，扣非净利润1.86亿元， ...

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示，2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元，平均年薪为 81.48万元。 分行业来看，游戏行业CFO薪酬总额2952.74万元，平均薪酬128.38万元，同比增长2.78%。 按学历来看，游戏行业CFO学历以本科为主，占比56.52%，其次为硕士，占比39.13%，大专仅1人，为 汤姆猫CFO秦海娟。 按年龄来看，游戏行业CFO年龄普遍超过40岁，年龄最小的为恺英网络CFO黄振锋，1990年生，年仅35 岁。 游戏行业，三七互娱CFO叶威薪酬最高，达498.66万元，约是行业平均薪酬的3.9倍，相当于日薪1.99万 元；上年为455.84万元，同比增长9.4%。富春股份CFO林梅薪酬最低，仅48.44万元，比行业平均薪酬 低62.27%。 迅游科技CFO阳旭宇薪酬涨幅最高，年薪81.95万元，上年为63.50万元，同比增长29.1%。姚记科技CFO 梁美锋薪酬降幅最大，年薪10 ...

Core Viewpoint - The A-share market shows a slight increase with the Shanghai Composite Index at 3630.45 points, reflecting a gain of 0.36% as of 14:02, with a total trading volume of 14153.35 billion yuan [1] Group 1: Market Performance - The A-share market has a total trading volume of 14153.35 billion yuan [1] - The Shanghai Composite Index is at 3630.45 points, indicating a 0.36% increase [1] Group 2: Stocks with Death Cross - A total of 13 A-shares have experienced a death cross, where the 5-day moving average falls below the 10-day moving average [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Information Development: 5-day MA at 44.98 yuan, 10-day MA at 45.61 yuan, a difference of -1.39% [2] - Zhun Oil Shares: 5-day MA at 7.31 yuan, 10-day MA at 7.41 yuan, a difference of -1.34% [2] - Xin Nuo Wei: 5-day MA at 52.60 yuan, 10-day MA at 53.19 yuan, a difference of -1.11% [2]

天眼查商业履历信息显示，深圳冰川网络股份有限公司，成立于2008年，位于深圳市，是一家以从事互 联网和相关服务为主的企业。企业注册资本23430.333万人民币，实缴资本19.233万人民币。公司法定代 表人为刘和国。 通过天眼查大数据分析，深圳冰川网络股份有限公司共对外投资了43家企业，参与招投标项目1次，知 识产权方面有商标信息98条，专利信息5条，此外企业还拥有行政许可18个。 来源：金融界 金融界消息 截至2025年8月4日收盘，冰川网络（300533）报收于35.98元，上涨3.15%，换手率 12.76%，成交量21.06万手，成交金额7.54亿元。 资金流向方面，今日主力资金净流入3252.02万元，占比成交额4.31%。其中，超大单净流入2966.43万 元、占成交额3.93%，大单净流入285.59万元、占成交额0.38%，中单净流出流出2511.80万元、占成交 额3.33%，小单净流出740.22万元、占成交额0.98%。 冰川网络最新一期业绩显示，截至2025一季报，公司营业总收入6.54亿元、同比增长16.65%，归属净利 润1.89亿元，同比增长142.38%，扣非净利润1.86亿 ...

Market Overview - On August 1, the gaming sector rose by 0.48% compared to the previous trading day, with G-bits leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Top Gainers in Gaming Sector - G-bits (603444) closed at 348.00, up 2.40% with a trading volume of 18,300 lots and a transaction value of 614 million [1] - ST Kaiwen (002425) closed at 3.04, up 1.67% with a trading volume of 94,500 lots [1] - Giant Network (002558) closed at 24.12, up 1.60% with a trading volume of 416,500 lots [1] - ST Huaton (002602) closed at 12.89, up 1.42% with a trading volume of 1,107,300 lots and a transaction value of 1.408 billion [1] Top Losers in Gaming Sector - Glacier Network (300533) closed at 34.88, down 3.54% with a trading volume of 198,800 lots [2] - Youzu Interactive (002174) closed at 14.43, down 2.43% with a trading volume of 496,400 lots [2] - WenTou Holdings (600715) closed at 2.29, down 1.29% with a trading volume of 340,700 lots [2] Capital Flow Analysis - The gaming sector experienced a net outflow of 664 million from main funds, while speculative funds saw a net inflow of 166 million and retail investors had a net inflow of 498 million [2] - Specific stocks like ST Huaton and Xunyou Technology had varying levels of net inflow and outflow from different investor types [3]

Market Overview - The gaming sector experienced a decline of 1.5% on July 31, with Glacier Network leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Individual Stock Performance - Kunlun Wanwei (300418) saw an increase of 3.01% with a closing price of 35.90 and a trading volume of 1.0273 million shares, totaling 3.699 billion yuan [1] - Glacier Network (300533) reported a significant drop of 4.84%, closing at 36.16 with a trading volume of 198,800 shares, amounting to 737 million yuan [2] - Other notable declines include Star Entertainment (300043) down 4.79% and WenTou Holdings (600715) down 3.73% [2] Capital Flow Analysis - The gaming sector experienced a net outflow of 718 million yuan from major funds, while retail investors contributed a net inflow of 679 million yuan [2] - Major funds showed a negative net inflow for several companies, including ST Huatong (002602) with a net outflow of 3.561 million yuan and ST Dazheng (600892) with a net outflow of 9.6075 million yuan [3] ETF Performance - The Gaming ETF (159869) tracking the China Animation and Gaming Index increased by 2.52% over the past five days, with a net inflow of 15.936 million yuan [5] - The Food and Beverage ETF (515170) saw a slight decline of 0.51% with a net outflow of 956,000 yuan [5]

Investment Rating - The industry investment rating is "Positive" and maintained [7] Core Insights - In July, the National Press and Publication Administration approved 127 domestic game titles, including key products from Huatuo and Giant Network. The summer gaming season has seen strong performance from multiple new games, indicating a sustained high level of activity in the gaming sector [2][4] - The new game cycle, favorable policy trends, and AI catalysis are expected to drive continued improvement in the gaming sector's fundamentals, suggesting that the valuation of the gaming sector still has upward elasticity. Investors are encouraged to continue monitoring investment opportunities in this sector [2][4] Summary by Sections Game License Issuance - In July, 127 domestic games received approval, including Huatuo's "Kingshot" and Giant Network's "Famous Generals Kill." Additionally, 7 imported game licenses were granted [9] - "Kingshot" has seen significant revenue growth, doubling in May and increasing by 56% in June, ranking third in China's mobile game overseas revenue growth [9] New Game Performance - Several new games from listed gaming companies have performed strongly during the summer season. For instance, Giant Network's "Supernatural Action Group" reached the top 4 in the free game rankings and top 20 in the revenue rankings on its launch day [9] - Other notable performances include Jiubite's "Staff Sword Legend," which entered the iOS revenue rankings top 13, and Tencent's "Dungeon and Fighter Mobile," which topped the iOS revenue rankings [9] Future Outlook - The pipeline for key gaming companies is robust, with several new titles set to launch, including "Tomb Raider: Journey" and "Douluo Continent: Evil Legend" [9] - The new game cycle is expected to enhance the sector's fundamentals, with ongoing policy stability and the integration of AI in gaming likely to boost valuations and performance [9]

证券代码：300533 证券简称：冰川网络 公告编号：2025-045 二、截至本公告日，公司及子公司过去十二个月内使用闲置自有资金购买理 财产品的情况 | 签约方 | 产品名称 | 产品类型 | 金额 | 资金 | 起 | | 是 否 | 实际收益 | 备注 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 来源 | 始 | | 到 | （元） | | | | | | | | | 日 | | 期 | | | | | 平安信托 | 平安信托固 | | | 闲置 | 2024 | | 已 | | 已于 2024 | | | | 益联 3M-37 | 非保本浮动 | 15,000.00 万 | | | | | | | | | 有限责任 | | | | 自有 | 年 5 | 月 | 到 | 1,259,388.93 | 年 8 | 月 19 | | 公司 | 号集合资金 | 收益型 | 元人民币 | 资金 | 17 | 日 | 期 | | 日赎回 | | | | 信托计划 | | | | | | | | ...

Core Viewpoint - The issuance of game licenses has accelerated significantly this year, providing a strong impetus for the gaming industry, leading to impressive performance from many A-share gaming companies in the first half of the year, with numerous positive earnings forecasts [1] Group 1: Earnings Forecasts - As of July 15, 11 A-share listed gaming companies have disclosed their earnings forecasts for the first half of 2025, with 8 companies expected to report profits [3] - Among the profit-making companies, Youzu Network is projected to have the highest growth in net profit, estimated between 40 million to 60 million yuan, representing a year-on-year increase of 768.75% to 1203.13% [4] - ST Huachuang, Tianzhou Culture, and Zhejiang Shuju are also expected to see net profit increases exceeding 100% [4] Group 2: Key Company Performances - ST Huachuang's net profit is expected to reach between 2.4 billion to 3 billion yuan, with a year-on-year growth of 107.20% to 159% [5] - Tianzhou Culture's net profit is forecasted to be between 45 million to 55 million yuan, with an increase of 135.94% to 188.38% [5] - Zhejiang Shuju anticipates a net profit of 330 million to 390 million yuan, reflecting a growth of 124% to 165% [6] Group 3: Companies Turning Losses into Profits - Perfect World and Icefire Network are expected to turn losses into profits, with net profits projected at 480 million to 520 million yuan and 310 million to 400 million yuan, respectively [7] - Perfect World attributes its turnaround to the successful launch of its self-developed MMORPG "Zhu Xian World" and the growth of its esports business [7] - Tianyu Digital and Weng Investment Holdings are also expected to report profits, with net profits ranging from 18 million to 26 million yuan and 0 to 5 million yuan, respectively [8] Group 4: Market Trends - The A-share gaming sector has seen steady growth this year, with many companies experiencing significant stock price increases, particularly after the first quarter earnings reports [9] - As of July 18, 18 companies in the A-share network gaming sector have seen stock price increases exceeding 20% this year, with ST Huachuang leading at a 117.51% increase [9] - The rise in the gaming sector is attributed to both overall market trends and the influence of AI applications within the gaming industry [10]

Core Viewpoint - The gaming industry in China is experiencing a significant recovery in the first half of the year, as evidenced by the performance forecasts of several A-share gaming companies, with many reporting substantial profit growth or turning losses into profits [1][2]. Financial Performance - ST华通 (Century Huatong) is expected to achieve a net profit of 2.4 billion to 3 billion yuan, representing a growth of 107.20% to 158.00% [2] - 浙数文化 (ZheShu Culture) anticipates a net profit of 330 million to 390 million yuan, with a growth of 124% to 165% [2] - 游族网络 (Youzu Network) forecasts a net profit of 40 million to 60 million yuan, marking an increase of 768.75% to 1203.13% [2] - 完美世界 (Perfect World) and 冰川网络 (Icefire Network) are expected to turn losses into profits, with 完美世界 projecting a profit of 480 million to 520 million yuan [2][6] - ST凯文 (ST Kevin) expects to maintain a loss level similar to last year, with a projected loss of 65 million to 48 million yuan [2] - 电魂网络 (Dianhun Network) anticipates a loss of 11 million to 7.5 million yuan, indicating a shift from profit to loss [2] Cost Control as a Key Factor - Cost control has emerged as a critical factor for gaming companies to avoid losses, with companies like 完美世界 and 冰川网络 attributing their turnaround to reduced investment in underperforming projects [1][4] - High distribution costs have made it challenging for gaming companies to maintain profitability [2][3] Market Environment - The number of game licenses issued in the first half of the year has significantly increased compared to last year, with the domestic mobile game market growing by 20% year-on-year [1][7] - The gaming market is characterized by intense competition, with a focus on product quality as a determinant of success [1][8] Long-term Products and New Releases - Long-standing products are crucial for the stability of gaming companies, providing a solid revenue base amid market growth [7] - New blockbuster games remain essential for driving rapid revenue growth, as seen with ST华通's new release, which has performed exceptionally well in the market [9][10] Industry Trends - The gaming industry is witnessing a recovery in market sentiment, with a notable increase in the issuance of domestic game licenses and the integration of AI technology enhancing operational efficiency [8] - The upcoming release of major titles from leading companies is expected to intensify market competition [10]