格隆汇1月29日｜冰川网络公告，预计2025年净利润为4.36亿元—5.16亿元，2025年前三季度，公司销售 费用较上年同期大幅下降，主要由于：其一，公司对于部分新产品仍在不断进行优化调整，通过多轮测 试谨慎评估新产品的投放力度，尚未进行大规模推广；其二，公司优化投放策略，结合成熟产品前期的 投放回收数据及中长期运营表现，控制其投放力度。 ...

证券代码：300533 证券简称：冰川网络 公告编号：2026-003 2025 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 日至 2025 年 12 月 31 日 2. 业绩预告情况：预计净利润为正值且属于扭亏为盈情形 （1）以区间数进行业绩预告的 单位：万元 | 项 目 | | 本报告期 | 上年同期 | | | --- | --- | --- | --- | --- | | 归属于上市公司股东的净利润 | 43,600.00 | ～ | 51,600.00 | -24,720.71 | | 扣除非经常性损益后的净利润 | 37,900.00 | ～ | 45,900.00 | -31,045.64 | 注：上表中"万元"均为人民币万元。 二、与会计师事务所沟通情况 深圳冰川网络股份有限公司 2. 2025 年第四季度，公司新产品《X-Clash》海外多国同步首发，销售费用 环比增加。 3. 截至 2025 年 12 月 31 日，报告期内公司非经常性损益金额约为 5,7 ...

智通财经APP获悉，1月26日，国家新闻出版署发布2026年1月份国产网络游戏审批信息。1月共177款游戏获批，其中包括《次元战纪》《斗罗大陆：启程》 《月圆之夜：大师对弈》等。 | 序号 | 名标 | 甲报类别 | 出版单位 运营单位 | | 批复文号 | ਜ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 暗影弓将 | 移动-休闲益智 | 天津新创元科技有限 山东中星网络科技股 | | 国新出审 | ISBN | | | | | 公司 | 份有限公司 | [2026] 92号 | 498- | | 2 | 傲能群雄 | 移动 | 合肥乐堂动漫信息技 上海掌慧悠扬科技有 | | 国新出审 | ISBN | | | | | 术有限公司 | 限公司 | [2026] 93号 | 498- | | 3 | 医会之战 | 移动-休闲益智 | 湖北省扬子江影音有 成都双层科技有限公 | | 国新出审 | ISBN | | | | | 限责任公司 | 司 | [2026] 94号 | 498- | | র্ব | 宝石大师 | 移动-休闲益智 | 湖北省扬子江影音 ...

Group 1 - The core viewpoint of the news is that Glacier Network has shown a positive stock performance with a 6.54% increase in stock price year-to-date and a market capitalization of 8.675 billion yuan [1] - As of January 9, Glacier Network's stock price reached 37.00 yuan per share, with a trading volume of 306 million yuan and a turnover rate of 5.07% [1] - The company primarily generates revenue from online game recharge income, accounting for 99.32% of its total revenue, with other income making up 0.68% [1] Group 2 - As of September 30, the number of shareholders for Glacier Network decreased by 18.02% to 36,200, while the average number of circulating shares per person increased by 21.97% to 4,555 shares [2] - For the period from January to September 2025, Glacier Network reported a revenue of 1.876 billion yuan, a year-on-year decrease of 5.39%, while the net profit attributable to shareholders increased by 207.49% to 502 million yuan [2] - The company has distributed a total of 1.075 billion yuan in dividends since its A-share listing, with 817 million yuan distributed over the past three years [3] Group 3 - As of September 30, 2025, the second-largest circulating shareholder of Glacier Network is Hong Kong Central Clearing Limited, holding 14.5496 million shares, an increase of 6.8109 million shares from the previous period [3] - The third-largest circulating shareholder is Huaxia CSI Animation Game ETF, holding 4.7228 million shares, which is an increase of 0.8231 million shares [3] - The seventh-largest circulating shareholder is Guotai CSI Animation Game ETF, holding 1.3196 million shares, marking its entry as a new shareholder [3]

Core Viewpoint - The gaming sector in the A-share market has seen a significant rise, with an overall increase of over 60% in 2025, driven by favorable policies and market conditions [1] Group 1: Market Recovery and Growth - The number of approved domestic online games reached a historical high of 1,771 in 2025, a 25.07% increase from 1,416 in 2024 [2] - The recovery in game approvals is attributed to a combination of factors, including improved policies and social attitudes towards the gaming industry [4][5] - In April 2025, the government introduced three measures to support the gaming industry, including tax incentives and support for IPOs and mergers [6] - The approval process for game licenses has been optimized, reducing the time to under a year, with some approvals taking as little as three months [8] - Negative impacts from past regulations, such as restrictions on minors and license suspensions, are gradually dissipating [9] Group 2: Industry Investment and Revenue - Leading gaming companies have significantly increased their R&D expenditures, with Century Huatong, Giant Network, and G-bits spending 760 million, 340 million, and 280 million yuan respectively, all showing over 45% growth year-on-year [11] - The actual sales revenue of the domestic gaming market reached 350.79 billion yuan in 2025, reflecting a year-on-year growth of 7.68% [13] - The user base grew by 1.35% to 683 million, marking a historical peak [16] - The gaming industry is experiencing a surge in user engagement and spending, with the overall revenue growth for the industry’s stocks showing increases of 22%, 22%, and 29% in the first three quarters of the year [23] Group 3: Evolving Game Genres and Trends - The gaming industry is witnessing a rapid evolution in game genres, with a notable rise in party games and FPS titles since 2022 [30][32] - The success of games like "Genshin Impact" has set a precedent for future game releases, indicating a trend towards innovative and hybrid game types [35] - WeChat mini-games have emerged as a significant growth area, with market revenue reaching 53.54 billion yuan in 2025, a 34.39% increase [39] - The monthly active users of WeChat mini-games reached 500 million, with daily online time increasing by 10% [40] Group 4: Future Outlook and Competitive Landscape - The gaming market is expected to continue expanding, driven by the rise of high-quality mobile games and the integration of AI in game development and operations [46][47] - Despite the positive outlook, competition within the gaming industry is intensifying, prompting companies to pursue mergers and global market expansion [50][51] - The most promising companies are those that can innovate gameplay and develop platform-based gaming experiences, which may lead to growth and valuation increases [55] - The darkest times for the gaming industry appear to be over, signaling a potential turning point for sustained growth [56]

Group 1 - The gaming sector is experiencing a strong performance, with the gaming ETF (159869) rising over 0.5% during intraday trading on January 6, 2025 [1] - Notable stocks within the ETF include 37 Interactive Entertainment (002555), G-bits (603444), Mingchen Health (002919), Aofei Entertainment (002292), and Guomai Culture (600640), which have shown significant gains [1] - The gaming ETF has attracted a total of 1.306 billion yuan in the last 10 trading sessions, reaching a total scale of 13.116 billion yuan as of January 5, 2025, providing investors with a convenient tool for investing in A-share gaming leaders [1] Group 2 - The global mobile game revenue is projected to grow by 0.5% year-on-year by 2025, with eight products expected to surpass 1 billion dollars in revenue after global distribution [1] - "Honor of Kings" continues to lead the revenue rankings, while "Whiteout Survival" has seen a revenue increase of approximately 50%, becoming the growth champion in the 1 billion dollar tier [1] - Zhongyuan Securities (601375) anticipates steady growth in the domestic gaming industry in 2025, with both market and user scales reaching new highs, driven by strong supply and demand dynamics [1] - The integration of AI technology is expected to enhance efficiency in research and development, as well as operations, leading to improved financial performance in the gaming sector [1][2]

（文章来源：证券日报） 证券日报网讯 1月5日，冰川网络发布公告称，公司第五届董事会第十二次会议审议通过《关于拟与关 联方签署相关采购合同暨关联交易的议案》。 ...

格隆汇1月5日丨冰川网络(300533.SZ)公布，根据公司业务发展的需求，公司拟与关联方北京掌上云集 科技发展有限公司（简称"掌上云集"）签署相关采购合同（《技术服务合同》）。公司拟接受掌上云集 关于《Android应用加固系统》软件产品的有偿使用授权，掌上云集为公司提供Android加固服务等技术 支持工作，涉及交易金额13.00万元。掌上云集系公司参股公司，公司财务总监董嘉翌在掌上云集担任 董事，基于上述事实，本次交易认定为关联交易。 ...

（记者 曾健辉） 每经AI快讯，冰川网络1月5日晚间发布公告称，公司第五届第十二次董事会会议于2026年1月5日在深 圳市南山区学府路63号荣超高新区联合总部大厦15楼公司会议室以现场与通讯相结合的方式召开。会议 审议了《关于拟与关联方签署相关采购合同暨关联交易的议案》等文件。 每经头条（nbdtoutiao）——秒光！1499元飞天茅台上线即空，i茅台App冲上苹果购物榜第一，10万用 户已下单！经销商同价做回馈，1000箱很快卖完 ...

证券代码：300533 证券简称：冰川网络 公告编号：2026-001 深圳冰川网络股份有限公司 第五届董事会第十二次会议决议公告 二、董事会会议审议情况 会议审议并通过了如下议案： 1． 审议通过《关于拟与关联方签署相关采购合同暨关联交易的议案》 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、董事会会议召开情况 1.本次董事会由董事长刘和国先生召集，会议通知于 2025 年 12 月 29 日以 专人送达、电子邮件、电话等形式送达全体董事，董事会会议通知中包括会议 的相关材料，同时列明了会议的召开时间、地点、内容和方式。 2.本次董事会于 2026 年 1 月 5 日上午 10：00 在深圳市南山区学府路 63 号 荣超高新区联合总部大厦 15 楼公司会议室以现场与通讯相结合的方式召开。 3.本次董事会应参加董事人数 5 人，实际参加表决的董事人数 5 人，其中独 立董事袁振超、祝理力以通讯表决的方式参加。 4.本次董事会由董事长刘和国先生主持，公司高级管理人员列席了本次董事 会。 5.本次会议的召集、召开和表决程序符合《中华人民共和国公司法》等法律 ...