证券代码：300533 证券简称：冰川网络 公告编号：2025-057 深圳冰川网络股份有限公司 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 （2）网络投票时间： 通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 9 月 19 日 9:15-9:25、9:30-11:30 和 13:00-15:00； 关于召开 2025 年第一次临时股东大会的通知 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 27 日召 开第五届董事会第八次会议，通过了《关于提请召开公司 2025 年第一次临时股 东大会的议案》，同意于 2025 年 9 月 19 日召开公司 2025 年第一次临时股东大 会。本次股东大会将采取现场投票及网络投票的方式召开，根据相关规定，现 将本次股东大会的相关事项通知如下： 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 ...

Market Overview - On August 28, the gaming sector rose by 1.34%, with Glacier Network leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Individual Stock Performance - Glacier Network (300533) closed at 45.66, up 9.50% with a trading volume of 285,100 shares [1] - WenTou Holdings (600715) closed at 2.73, up 5.41% with a trading volume of 1,992,100 shares [1] - ShengTian Network (300494) closed at 15.67, up 3.77% with a trading volume of 587,200 shares [1] - Star Shine Entertainment (300043) closed at 4.96, up 3.77% with a trading volume of 866,000 shares [1] - MingChen Health (002919) closed at 16.30, up 3.76% with a trading volume of 128,800 shares [1] - ST ShengTong (002602) closed at 14.79, up 2.92% with a trading volume of 1,361,500 shares [1] - ST Kaiwen (002425) closed at 3.69, up 2.50% with a trading volume of 299,600 shares [1] - Kunlun Wanwei (300418) closed at 41.30, up 2.48% with a trading volume of 1,055,500 shares [1] - Youzu Network (002174) closed at 16.25, up 2.14% with a trading volume of 506,400 shares [1] - Perfect World (002624) closed at 16.28, up 2.13% with a trading volume of 653,200 shares [1] Capital Flow Analysis - The gaming sector experienced a net outflow of 1.032 billion yuan from institutional investors, while retail investors saw a net inflow of 1.07 billion yuan [2][3] - Major stocks like Kunlun Wanwei (300418) had a net inflow of 1.39 billion yuan from institutional investors, while retail investors had a net outflow of 1.45 billion yuan [3] - WenTou Holdings (600715) saw a net inflow of 427.37 million yuan from institutional investors, with retail investors experiencing a net outflow of 393.46 million yuan [3] - Star Shine Entertainment (300043) had a net inflow of 407.06 million yuan from institutional investors, while retail investors had a net outflow of 188.79 million yuan [3]

Core Viewpoint - The issuance of game licenses in August 2025 reached a record high, with 166 domestic games and 7 imported games approved, indicating a stable trend in the normalization of license issuance and ongoing industry recovery [1][2]. Group 1: Game License Issuance - A total of 1,050 domestic games have been approved since the beginning of the year, with 166 games approved in August alone, marking a month-on-month increase of 39 games [2]. - The approved domestic games include titles from well-known companies such as NetEase, Bilibili, and others, showcasing a diverse range of products [2]. - For imported games, 69 have been approved this year, with 7 approved in August, including Tencent's "Kaeas Dreamland" [2]. Group 2: Notable Game Titles - "Kaeas Dreamland," developed by South Korea's Smilegate, is expected to perform well due to its unique gameplay mechanics and high-quality 2D animation [3]. - "Escape from Duckov," developed by Bilibili's "Carbonated Squad," has received positive feedback during its Steam testing phase, with over 200,000 players and a 93% "very positive" rating [4]. - The game combines tactical gameplay with a cute art style, filling a niche in the "light tactical game" market [4].

Market Performance - Global markets continued to rise last week, with MSCI Global up by 1.5%, MSCI Developed up by 1.5%, and MSCI Emerging up by 1.3%[3] - The US stock market's earnings expectations for 2025 were revised upward, with the S&P 500 EPS forecast increased from 268 to 269[4] Economic Expectations - Global economic expectations were adjusted upward, with the Citigroup Economic Surprise Index for the US rising due to dovish signals from the Fed[4] - The issuance of new special bonds by local governments reached 2392.7 billion CNY, a year-on-year increase of 76.7%[19] Industry Insights - In the home appliance sector, TCL Electronics reported a total revenue of 54.777 billion HKD for H1 2025, a year-on-year increase of 20.4%[15] - The gaming industry saw a record high of 166 domestic game approvals in August, with a total of 1050 approvals in the first eight months of 2025, significantly higher than the previous year's 850[31] Investment Recommendations - In the home appliance sector, recommended stocks include Stone Technology and Ecovacs for their strong performance and growth potential[14] - For the construction industry, low valuation high-dividend companies such as China State Construction and China Railway Construction are recommended due to their expected benefits from PPP policy catalysts[39]

Investment Rating - The report maintains a "Recommended" rating for the gaming industry, indicating a positive outlook for the sector [3][6]. Core Insights - In August 2025, a total of 173 game licenses were issued, with 166 being domestic and 7 imported, marking a significant increase in the number of licenses issued compared to the same period in 2024 [1][6]. - The report highlights key games that received approval, including titles from major companies such as Tencent, NetEase, and Bilibili, which are expected to contribute positively to their respective revenues [6]. - The issuance of game licenses has been stable and consistent throughout 2025, with a total of 1,050 domestic and 69 imported licenses issued so far this year, reflecting a strong recovery in the gaming market [6]. Industry Overview - The gaming industry is characterized by a total of 160 listed companies, with a total market capitalization of 2,014.6 billion and a circulating market capitalization of 1,832.2 billion [3]. - The absolute performance of the industry has shown a significant increase of 75.8% over the past 12 months, indicating strong growth potential [5]. - The report emphasizes the ongoing success of established games and the potential for new releases to drive revenue growth, particularly for companies like Tencent and Giant Network [6].

Market Performance - The three major indices showed mixed results, with the Shanghai Composite Index down 0.39%, the Shenzhen Component Index up 0.26%, and the ChiNext Index down 0.76% [2] - Over 2,700 stocks rose in the two markets, with a total trading volume of approximately 2.68 trillion yuan [3] Apple Supply Chain Stocks - Apple-related stocks experienced significant movements, with GoerTek (002241.SZ) and Lingyi iTech (002600.SZ) rising by 10%, and Luxshare Precision (002475.SZ) increasing by over 6% [3] - GoerTek, as a leading player in the Apple supply chain, has benefited from the AI wave, achieving six consecutive quarters of year-on-year growth in net profit attributable to shareholders from Q1 2024 to Q2 2024 [3] Consumer Electronics Sector - The high demand in the consumer electronics sector is attributed to both AI stimulation and domestic "national subsidy" policies, which are reviving mid-range consumption and driving structural recovery in mobile phones and tablets [3] Livestock Industry - Livestock stocks showed strong performance, with Xiaoming Co. (300967.SZ) rising over 10% and Muyuan Foods (002714.SZ) increasing by over 7% [3] - The National Development and Reform Commission reported that the average pig-to-grain price ratio fell below 6:1, entering a warning zone, prompting the government to initiate central frozen pork reserves [4] Gaming Sector - The gaming sector saw positive movements, with 37 Interactive Entertainment (002555.SZ) rising by 10% and other companies like Digital Soul (603258.SZ) and Giant Network (002558.SZ) also increasing [4] - A report from Guotai Junan highlighted that the National Press and Publication Administration approved a record 166 domestic online games on August 25, 2025, indicating a stable approval rhythm and a rich supply of gaming products [4] Beauty and Personal Care Sector - The beauty and personal care sector performed well, with Shuiyang Co. (300740.SZ) rising over 10% and other companies like Proya Cosmetics (603605.SH) and Huaxi Biological (688363.SH) also increasing [5] - According to a report from Dongfang Securities, the domestic cosmetics industry is entering a phase of steady and high-quality development, driven by economic growth, demographic shifts, cultural confidence, and the rise of domestic brands [5] Declining Sectors - The banking, securities, and semiconductor sectors faced declines, with companies like Chipone Technology (688521.SH) dropping over 9% and Haiguang Information (688041.SH) down over 6% [5] - The military and rare earth sectors also weakened, with China Rare Earth (000831.SZ) and Northern Rare Earth (600111.SH) falling nearly 7% [5]

Group 1: Market Performance - AI computing power stocks showed mixed performance, with leading stocks like Cambricon, Shenghong Technology, and Industrial Fulian adjusting, while Tianfu Communication surged and Cambridge Technology hit the daily limit [1] - Huawei concept stocks were active, with Tuo Wei Information's stock hitting the daily limit just 6 minutes after market open, achieving a trading volume of 4.956 billion yuan [1][2] - By midday, the semiconductor, consumer electronics, and internet finance sectors rallied, pushing the Shanghai Composite Index up by 0.11%, the Shenzhen Component Index up by 0.73%, and the ChiNext Index up by 0.21% [1] Group 2: Company Earnings Reports - Tuo Wei Information reported a revenue of 1.306 billion yuan for the first half of the year, a year-on-year decrease of 24.42%, but a net profit of 78.81 million yuan, a significant increase of 2262.83% [2] - Tianfu Communication's revenue reached 2.456 billion yuan, a year-on-year increase of 57.84%, with a net profit of 899 million yuan, up 37.46% [3] - Huafeng Technology's revenue was 1.105 billion yuan, a year-on-year increase of 128.26%, surpassing the previous year's total revenue, with a net profit of 151 million yuan compared to a loss of 17.93 million yuan in the same period last year [4] Group 3: Gaming Industry Developments - The gaming sector saw significant gains, with multiple leading stocks experiencing price increases [5] - The National Press and Publication Administration approved 166 domestic games and 7 imported games in August, indicating a positive regulatory environment for the gaming industry [8] - Policies supporting the gaming industry's international expansion have been introduced, including measures from Guangdong and Zhejiang provinces aimed at enhancing global competitiveness and promoting original games [8] Group 4: Future Outlook - Analysts suggest that the gaming sector is driven by policy support, industry recovery, and accelerated AI implementation, which are expected to enhance performance in the short term [9] - The domestic gaming market is projected to reach new highs in scale and user data by the first half of 2025, with AI applications expected to reshape development and operational processes [9]

来源：choice金融终端 来源：上海证券报·中国证券网 | 序号 代码 | 名称 | 最新 | 涨幅% ↓ | 版 | | --- | --- | --- | --- | --- | | 1 | 002555 三七互娱 | 19.46 | 10.01 | 1.77 | | 2 | 002261 拓维信息 | 39.31 | 7.38 | 2.70 | | 3 | 300533 冰川网络 | 44.33 | 6.85 | 2.84 | | ব | 002558 巨人网络 | 32.13 | 3.91 | 1.21 | | 5 | 300052 ST中青宝 | 12.32 | 3.70 | 0.44 | | 6 | 600637 东方明珠 | 9.34 | 3.66 | 0.33 | | 7 | 600715 文投控股 | 2.61 | 3.16 | 0.08 | | 8 | 002624 完美世界 | 16.58 | 2.92 | 0.47 | 上证报中国证券网讯 8月26日早盘，游戏股表现活跃，截至9时36分，三七互娱涨停，拓维信息涨超 7%，冰川网络涨逾6%，巨人网络、完美世界等跟涨。 ...

Group 1 - The National Press and Publication Administration approved a total of 173 games in August, including 166 domestic and 7 imported games, setting a new high for the year [1][2] - By August 2025, over 1100 games have been approved in total for the year, with 1119 games receiving approval, an increase of 193 compared to the same period last year [4] - Among the 166 domestic games, there are 107 mobile games, 39 mobile-casual puzzle games, 17 mobile and client games, 2 client games, and 1 console game [1] Group 2 - Notable companies with approved products include NetEase with "Tianxia: Wanxiang," Century Huatong with "Legend of the Ancients," and Bilibili with "Escape from Duckkov" [1] - The 7 imported games include "Kaeas Dreamland" by Xiaoming Taiji and Tencent Games, "Age of Discovery: Origins" by Century Huatong, and "Dudu Face Prank" by Bilibili [2] - Some games underwent approval information changes, such as "Matrix: Zero Day Crisis" adding a console version and "Tianya Mingyue Dao" being renamed to "Tianya Mingyue Dao: World" with an added client version [4]

Core Viewpoint - The National Press and Publication Administration has approved a total of 173 games in August 2025, setting a new record for the year, with 166 domestic and 7 imported games approved, indicating a sustained high level of game license issuance in the industry [1][2]. Group 1: Domestic Game Approvals - Among the 166 domestic games, there are 17 mobile and client games, 2 client games, 1 PS5 game, and 146 mobile games, including 39 casual puzzle games [2]. - The cumulative number of game licenses issued in 2025 has surpassed 1,119, which includes 1,050 domestic and 69 imported games, representing an increase of 193 licenses compared to the same period last year [2]. Group 2: Listed Companies Involved - Key products from listed companies include NetEase's "Tianxia: Wanxiang," Icefire Network's "Super Energy Fighter" and "Qianji Array," and 37 Interactive Entertainment's "Super Cow Hero" and "Doupo Cangqiong: Dou Di Road" [2]. - Other notable companies with approved games include G-bits, ST Zhongqingbao, China Mobile's Migu Interactive Entertainment, Bilibili, Kying Network, Alibaba's Lingxi Interactive Entertainment, ST Huatuo, and Tom Cat [2]. Group 3: Imported Game Approvals - The imported games approved include Bilibili's "Dudu Face Prank," Tencent's "Kaeas Dreamland," and ST Huatuo's "Age of Discovery: Origin" [3].