Core Viewpoint - Ice Glacier Network's stock price has shown significant growth this year, with a year-to-date increase of 110.53% and a recent market capitalization of 9.754 billion yuan [1][2]. Financial Performance - For the first half of 2025, Ice Glacier Network reported a revenue of 1.257 billion yuan, representing a year-on-year growth of 4.21%, while the net profit attributable to shareholders reached 336 million yuan, marking a substantial increase of 165.19% [2]. - The company has distributed a total of 841 million yuan in dividends since its A-share listing, with 583 million yuan distributed over the past three years [3]. Stock Market Activity - As of September 18, Ice Glacier Network's stock price was 41.60 yuan per share, with a trading volume of 639 million yuan and a turnover rate of 9.15% [1]. - The stock has experienced a net outflow of 29.5177 million yuan from major funds, with significant buying and selling activity from large orders [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 140.76% to 44,200, while the average number of circulating shares per person decreased by 58.42% to 3,735 shares [2][3]. - The top circulating shareholders include Hong Kong Central Clearing Limited and Huaxia CSI Animation Game ETF, with notable increases in their holdings [3].

Group 1 - The gaming sector has shown strong performance recently, driven by new product release expectations and industry recovery, with the gaming ETF (159869) gaining nearly 1.5% [1] - Major stocks in the gaming ETF include Xunyou Technology (300467) leading with over 10% increase, followed by Beiwai Technology (002148) with nearly 6% rise, and others like Kaiying Network (002517), G-bits (603444), Baotong Technology (300031), and Giant Network (002558) also showing significant gains [1] - The gaming ETF has seen a net inflow of funds for two consecutive days, accumulating a total of 5.92 billion yuan [1] Group 2 - In the first half of 2025, the gaming sector achieved revenue of 54.452 billion yuan, a year-on-year increase of 22.17%, with net profit rising 74.95% to 8.052 billion yuan [2] - The profit increase is attributed to leading companies like Perfect World (002624) focusing on core product operations and self-developed IP iterations, alongside contributions from hit games and new game version updates [2] - The overall profitability of the gaming sector improved, with gross margin and net margin rising by 0.37 percentage points and 4.13 percentage points to 67.80% and 14.74%, respectively [2] Group 3 - Wanlian Securities notes that the media sector's overall performance is recovering, with significant improvement in the gaming sector's performance in Q2 2025 [3] - The long-term outlook for the industry is positive, with expectations of recovery in industry prosperity driven by gradual restoration of content supply, deepening AI technology empowerment, policy support, and consumer recovery [3] - Companies in the film and television industry, as well as those in the gaming sector showing strong performance, are recommended for attention, along with those involved in digital assets and AIGC-related technologies [3]

Group 1: Industry Performance - The gaming industry index closed up 2.13% on September 17, with key stocks like Kaiying Network rising by 9.01% and others like Giant Network and Xunyou Technology increasing by over 4% [1] - Year-to-date, the gaming industry index has increased by 82.61%, ranking third among all Shenwan secondary industries, making it one of the best-performing sectors this year [1] - Six gaming stocks have doubled in price compared to the end of last year, with ST Huatuo, Giant Network, and 37 Interactive Entertainment showing significant cumulative increases of 286.19%, 261.23%, and 157.39% respectively [1] Group 2: Market Growth - The gaming market revenue reached 1970.84 billion yuan from January to July 2025, marking a year-on-year growth of 12.58% [2] - Projected revenues for the gaming market from 2022 to 2024 are 2658.84 billion yuan, 3029.64 billion yuan, and 3257.83 billion yuan respectively, indicating robust growth potential [2] Group 3: Esports Development - The esports industry in China generated 127.61 billion yuan in revenue from January to June 2025, reflecting a year-on-year increase of 6.1% [4] - The Chinese esports industry is expanding its influence overseas, particularly in regions like Latin America, alongside traditional markets in East and Southeast Asia [4] Group 4: Supply and User Growth - The steady growth in industry revenue is attributed to the continuous release of new games, with a noticeable reduction in the approval cycle for game licenses [5] - As of June 2025, the number of online game users in China reached 584 million, an increase of 26.92 million from December 2024, representing 52% of the total internet users [7] - The proportion of female gamers has risen to 48%, up by 3.1 percentage points from the end of 2024, contributing to market expansion and innovation [7] Group 5: International Expansion - The overseas business revenue of 20 A-share gaming companies reached 21.823 billion yuan in the first half of 2025, a year-on-year increase of 30.43% [9] - Notably, ST Huatuo, Kunlun Wanwei, and 37 Interactive Entertainment reported overseas revenues exceeding 1 billion yuan, with ST Huatuo achieving 89.58 billion yuan, accounting for 52.06% of its total revenue [10]

Market Overview - On September 17, the gaming sector rose by 2.02%, with Kaiying Network leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Individual Stock Performance - Notable gainers included: - Xinying Network (002517) with a closing price of 28.06, up 9.01% and a trading volume of 563,800 shares, totaling 1.514 billion yuan [1] - Giant Network (002558) closed at 45.38, up 4.49% with a trading volume of 459,700 shares, totaling 2.076 billion yuan [1] - Xunyou Technology (300467) closed at 25.66, up 4.44% with a trading volume of 180,400 shares, totaling 453 million yuan [1] Fund Flow Analysis - The gaming sector experienced a net outflow of 637 million yuan from institutional investors, while retail investors saw a net inflow of 330 million yuan [2][3] - Key stocks with significant fund flows included: - Shenzhou Taiyue (300002) with a net inflow of 141 million yuan from institutional investors [3] - Perfect World (002624) saw a net inflow of 95.9 million yuan from institutional investors [3] ETF Performance - The Gaming ETF (159869) tracking the China Animation and Gaming Index saw a 4.78% increase over the past five days, with a net outflow of 44.875 million yuan [5] - The Food and Beverage ETF (515170) experienced a decline of 1.63% over the past five days, with a net outflow of 17.845 million yuan [5]

Group 1 - The A-share market's online gaming sector experienced a significant upward trend, with notable stocks such as Beiwai Technology hitting the daily limit, and Kaiying Network approaching the daily limit while reaching a new high [1] - Giant Network saw an increase of over 4%, indicating strong performance within the sector [1] - Other companies including Xunyou Technology, Shenzhou Taiyue, Iceberg Network, Perfect World, and 37 Interactive Entertainment also showed positive movement, contributing to the overall growth of the online gaming sector [1]

证券代码：300533 证券简称：冰川网络 公告编号：2025-059 深圳冰川网络股份有限公司 一、召开会议的基本情况 1.股东大会届次：2025 年第一次临时股东大会 2.股东大会的召集人：公司董事会 3.会议召开的合法、合规性：经公司第五届董事会第八次会议审议通过，决 定召开公司 2025 年第一次临时股东大会，召集程序符合有关法律、行政法规、 部门规章、规范性文件和公司章程的规定。 4.会议召开的日期、时间： （1）现场会议召开时间：2025 年 9 月 19 日（星期五）14：30 关于召开 2025 年第一次临时股东大会的提示性公告 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。 深圳冰川网络股份有限公司（以下简称"公司"）于 2025 年 8 月 29 日在 中国证监会指定的创业板信息披露网站发布了《关于召开 2025 年第一次临时股 东大会的通知》（公告编号：2025-057），本次股东大会将采取现场投票与网络投 票相结合的方式召开，为进一步保护投资者的合法权益，方便各位股东行使股 东大会表决权，现将本次股东大会的事项提示如下： （2）网络投票 ...

Company Overview - Shenzhen Glacier Network Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on January 21, 2008. The company went public on August 18, 2016. Its main business involves the development of large-scale multiplayer online games based on self-developed engine technology, primarily through self-operation, with a combination of authorized and joint operations [2]. - The company's revenue composition is 99.32% from online game recharge income and 0.68% from other sources [2]. - As of June 30, 2025, the number of shareholders reached 44,200, an increase of 140.76% compared to the previous period, while the average circulating shares per person decreased by 58.42% to 3,735 shares [2]. Financial Performance - For the first half of 2025, Glacier Network achieved operating revenue of 1.257 billion yuan, representing a year-on-year growth of 4.21%. The net profit attributable to the parent company was 336 million yuan, showing a significant year-on-year increase of 165.19% [2]. - Since its A-share listing, Glacier Network has distributed a total of 841 million yuan in dividends, with 583 million yuan distributed over the past three years [3]. Stock Market Activity - On September 16, Glacier Network's stock price fell by 2.05%, trading at 40.66 yuan per share, with a total transaction volume of 334 million yuan and a turnover rate of 4.92%, resulting in a total market capitalization of 9.533 billion yuan [1]. - Year-to-date, Glacier Network's stock price has increased by 105.77%, with a 2.06% rise over the last five trading days, 5.75% over the last 20 days, and 25.07% over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on June 24, where it recorded a net purchase of 201 million yuan on that day [1]. Shareholding Structure - As of June 30, 2025, 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. The third-largest shareholder is Huaxia CSI Animation Game ETF, holding 3.8998 million shares, an increase of 724,200 shares [3]. - Notably, several funds, including Xingquan He Run Mixed A and Xingquan He Yi Mixed A, have exited the top ten circulating shareholders list [3].

Core Viewpoint - The establishment of Hainan Phantom Workshop Technology Co., Ltd. by Glacier Network indicates a strategic expansion into AI and IoT sectors, reflecting the company's commitment to innovation and technology development [1] Company Summary - Hainan Phantom Workshop Technology Co., Ltd. has been founded recently, with its business scope including services related to artificial intelligence, blockchain technology, and IoT applications [1] - Glacier Network (300533) holds indirect full ownership of Hainan Phantom Workshop Technology Co., Ltd., showcasing its investment in emerging technology fields [1]

Core Viewpoint - Hainan Phantom Workshop Technology Co., Ltd. has been established, focusing on various technology services including artificial intelligence and blockchain [1] Company Summary - The company operates in sectors such as artificial intelligence innovation services, foundational resources and technology platforms, and software development [1] - It also provides services related to blockchain technology and Internet of Things (IoT) applications [1] - The company is wholly owned by Glacier Network (300533) through indirect holdings [1]

Core Insights - The "Second Golden Unicorn Best Investment Advisor Selection" event is currently ongoing, with over 3,000 professional investment advisors participating in simulated trading competitions [1] Group 1: Top Stocks by Buy Count - The top stock by buy count as of September 15 is "芯原股份" (Chip Origin) [2] - Other notable stocks in the top ten include "东方财富" (East Money), "阳光电源" (Sungrow Power), and "宁德时代" (CATL) [2] Group 2: Top Stocks by Buy Amount - "芯原股份" (Chip Origin) also leads the top stocks by buy amount [3] - Other significant stocks in this category include "阳光电源" (Sungrow Power), "汉威科技" (Hanwei Technology), and "立讯精密" (Luxshare Precision) [3] Group 3: Event Structure and Data - The event includes a performance evaluation segment divided into three groups: stock simulation, on-market ETF simulation, and public fund simulation [4] - The data presented is based on simulated trading and reflects the most frequently bought stocks and ETFs by participants [4]