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]

Core Viewpoint - The article discusses the performance of the stock market on September 15, highlighting mixed results among major indices and sector performances, with a focus on active sectors like gaming and pork, while noting the underperformance of certain materials sectors [2][5][10]. Market Performance - The three major indices closed with mixed results: Shanghai Composite Index at 3860.5 points, down 0.26%; Shenzhen Component Index at 13005.77 points, up 0.63%; and ChiNext Index at 3066.18 points, up 1.52% [2][3]. - The total trading volume in the Shanghai and Shenzhen markets was 2.28 trillion yuan, a decrease of 245.8 billion yuan from the previous trading day, with over 3300 stocks declining and more than 1900 stocks rising [2][3]. Sector Performance - Active sectors included pork (+2.82%), gaming (+3.65%), and automotive parts, while superconductors and retail concepts showed weak performance [5][6]. - Notable stocks in the gaming sector included Xinghui Entertainment, which hit a 20% limit up, and Perfect World, which also reached the limit up, with several other gaming stocks rising over 6% [6]. - In the pork sector, stocks like Delisi and Aonong Biological reached their daily limit, while Tiankang Biological rose over 8% [7]. Capital Flow - Main capital inflows were observed in the automotive, electric equipment, and machinery sectors, while there were outflows from electronics, communications, and defense sectors [10]. - Specific stocks with significant net inflows included BYD, Top Group, and Zhongdali De, with net inflows of 840 million yuan, 716 million yuan, and 700 million yuan respectively [11]. - Conversely, stocks like Northern Rare Earth, Wolong Electric Drive, and Zhongji Xuchuang faced substantial net outflows of 2.01 billion yuan, 1.83 billion yuan, and 1.386 billion yuan respectively [12]. Institutional Views - Citic Securities noted that the market is entering a high-level consolidation phase, with macro trading becoming a significant variable affecting market direction [14]. - Huatai Securities expressed a positive mid-term outlook for the domestic fundamentals, suggesting maintaining a high position while focusing on cost-effectiveness and industry prosperity [14].

Core Viewpoint - The gaming sector continues to show strong performance, with significant gains in stock prices and a robust increase in game approvals, indicating a positive outlook for the industry. Group 1: Stock Performance - The gaming sector saw notable stock price increases, with companies like Xinghui Entertainment and Perfect World hitting the daily limit up, while others like 37 Interactive Entertainment and Giant Network also experienced gains [1] - The gaming ETF rose over 4%, with the Huatai-PB gaming ETF increasing by 3.5%, and both ETFs showing over 58% growth year-to-date [2][4] Group 2: Game Approvals and Market Growth - From January to August, the National Press and Publication Administration reported a 23.53% year-on-year increase in the issuance of domestic online game licenses, reflecting ongoing regulatory support for the gaming industry [6] - In August, a record number of 166 domestic games and 7 imported games were approved, contributing to a total of 1,119 game licenses issued from January to August, marking a 20.8% year-on-year increase [9][10] Group 3: Game Releases and Performance - Domestic mobile games are thriving, with the upcoming launch of "Iser" by Xindong Company generating significant anticipation, ranking 4th on Taptap's reservation list [7] - Giant Network's "Supernatural Action Group" has seen a rise in rankings and revenue following the introduction of new gameplay features, indicating strong ongoing performance [7] - Several mobile games from Century Huatong's subsidiary, including "Whiteout Survival," achieved record revenues in August, contributing to a 11% month-on-month increase in global revenue for the subsidiary [8] Group 4: Industry Outlook - Open Source Securities suggests that the gaming industry will continue to experience high demand and a favorable supply-demand dynamic, with the current valuation offering attractive investment opportunities [9] - Guoxin Securities highlights that the gaming market's revenue grew steadily in the first seven months, with a positive outlook driven by policy support, market conditions, and AI applications [9][10]

完美世界涨停，星辉娱乐涨超15%，三七互娱、巨人网络、冰川网络、电魂网络、恺英网络等跟涨。 (本文来自第一财经) ...