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A股游戏板块持续走强:星辉娱乐、完美世界涨停
Ge Long Hui A P P· 2025-09-15 02:53
Core Viewpoint - The gaming sector continues to strengthen, with notable stock performances from various companies [1] Group 1: Company Performance - Xinghui Entertainment reached a 20% limit-up [1] - Perfect World previously hit a limit-up [1] - Other companies such as 37 Interactive Entertainment, Giant Network, Iceberg Network, Shenzhou Taiyue, and Kaiying Network also experienced gains [1] Group 2: ETF Performance - The gaming ETF Huatai Bairui (516770) increased by 3.83% [1] - The trading volume for the ETF was 30.11 million yuan [1]
游戏板块持续走强,星辉娱乐20cm涨停
Xin Lang Cai Jing· 2025-09-15 02:48
Core Viewpoint - The gaming sector continues to strengthen, with notable stock performances from various companies and related ETFs showing positive trends [1] Group 1: Company Performance - Xinghui Entertainment reached a daily limit increase of 20% [1] - Perfect World previously hit a daily limit increase [1] - Other companies such as 37 Interactive Entertainment, Giant Network, Iceberg Network, Shenzhou Taiyue, and Kaiying Network also experienced upward movement [1] Group 2: ETF Performance - The Huatai-PB Gaming ETF (516770) rose by 3.83% [1] - The trading volume for the ETF was 30.11 million yuan [1]
冰川网络股价涨5.62%,中邮基金旗下1只基金重仓,持有5万股浮盈赚取11万元
Xin Lang Cai Jing· 2025-09-15 02:47
中邮核心科技创新灵活配置混合(000966)成立日期2015年2月11日,最新规模8080.47万。今年以来收 益29.36%,同类排名2761/8246;近一年收益79.52%,同类排名1057/8054;成立以来收益63.9%。 9月15日,冰川网络涨5.62%,截至发稿,报41.35元/股,成交3.27亿元,换手率4.98%,总市值96.95亿 元。 资料显示,深圳冰川网络股份有限公司位于广东省深圳市南山区学府路63号荣超高新区联合总部大厦15 楼,成立日期2008年1月21日,上市日期2016年8月18日,公司主营业务涉及基于自主研发的引擎技术开 发大型多人在线网络游戏,并采用以自主运营为主,授权运营、联合运营相结合的方式,运营自主开发的网 络游戏。主营业务收入构成为:网络游戏充值收入99.32%,其他0.68%。 从基金十大重仓股角度 数据显示,中邮基金旗下1只基金重仓冰川网络。中邮核心科技创新灵活配置混合(000966)二季度持 有股数5万股,占基金净值比例为2.07%,位居第五大重仓股。根据测算,今日浮盈赚取约11万元。 中邮核心科技创新灵活配置混合(000966)基金经理为曹思。 截至发稿,曹 ...
冰川网络跌2.01%,成交额2.53亿元,主力资金净流出2945.11万元
Xin Lang Cai Jing· 2025-09-12 03:21
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 for its games [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 Performance - On September 12, Glacier Network's stock price decreased by 2.01%, trading at 39.45 yuan per share, with a total market capitalization of 9.25 billion yuan. The stock has increased by 99.65% year-to-date [1]. - The company has seen a net outflow of 29.45 million yuan in principal funds, with significant trading activity reflected in the buying and selling of large orders [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Glacier Network reached 44,200, an increase of 140.76% compared to the previous period. The average number of circulating shares per person decreased by 58.42% to 3,735 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder, holding 7.7387 million shares, an increase of 5.1823 million shares from the previous period [3].
冰川网络涨2.03%,成交额3.84亿元,主力资金净流出588.88万元
Xin Lang Cai Jing· 2025-09-10 06:34
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, utilizing a combination of self-operated, authorized, and joint operations for its games [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 Performance - As of September 10, Glacier Network's stock price increased by 2.03%, reaching 40.65 yuan per share, with a trading volume of 384 million yuan and a turnover rate of 5.83%. The total market capitalization is 9.531 billion yuan [1]. - Year-to-date, Glacier Network's stock price has risen by 105.72%, with a 2.21% increase over the last five trading days, an 8.14% increase over the last 20 days, and a 47.18% increase over the last 60 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders of Glacier Network reached 44,200, an increase of 140.76% compared to the previous period. The average number of circulating shares per person decreased by 58.42% to 3,735 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the second-largest shareholder with 7.7387 million shares, an increase of 5.1823 million shares from the previous period. The Huaxia CSI Animation Game ETF ranks third with 3.8998 million shares, up by 724,200 shares [3].
冰川网络在海南投资成立多家网络科技公司
人民财讯9月8日电,企查查APP显示,近日,海南聚珩网络科技有限公司、海南重霄网络科技有限公 司、海南玄戟网络科技有限公司、海南寰极网络科技有限公司成立。企查查股权穿透显示,四家公司均 由冰川网络(300533)间接全资持股。 ...
冰川网络股价涨5.01%,招商基金旗下1只基金重仓,持有3.37万股浮盈赚取6.54万元
Xin Lang Cai Jing· 2025-09-08 06:36
9月8日,冰川网络涨5.01%,截至发稿,报40.63元/股,成交5.36亿元,换手率8.25%,总市值95.26亿 元。 资料显示,深圳冰川网络股份有限公司位于广东省深圳市南山区学府路63号荣超高新区联合总部大厦15 楼,成立日期2008年1月21日,上市日期2016年8月18日,公司主营业务涉及基于自主研发的引擎技术开 发大型多人在线网络游戏,并采用以自主运营为主,授权运营、联合运营相结合的方式,运营自主开发的网 络游戏。主营业务收入构成为:网络游戏充值收入99.32%,其他0.68%。 从基金十大重仓股角度 数据显示,招商基金旗下1只基金重仓冰川网络。招商中证2000增强策略ETF(159552)二季度持有股 数3.37万股,占基金净值比例为1.23%,位居第一大重仓股。根据测算,今日浮盈赚取约6.54万元。 招商中证2000增强策略ETF(159552)成立日期2024年6月19日,最新规模9132.4万。今年以来收益 49.72%,同类排名278/4223;近一年收益98.36%,同类排名234/3796;成立以来收益94.95%。 招商中证2000增强策略ETF(159552)基金经理为邓童。 截 ...
冰川网络股价涨5.01%,财通基金旗下1只基金重仓,持有1.27万股浮盈赚取2.46万元
Xin Lang Cai Jing· 2025-09-08 06:36
财通数字经济智选混合发起A(019610)成立日期2024年6月4日,最新规模1390.2万。今年以来收益 25.29%,同类排名2905/8248;近一年收益48.97%,同类排名2566/8051;成立以来收益46.38%。 9月8日,冰川网络涨5.01%,截至发稿,报40.63元/股,成交5.36亿元,换手率8.25%,总市值95.26亿 元。 从基金十大重仓股角度 数据显示,财通基金旗下1只基金重仓冰川网络。财通数字经济智选混合发起A(019610)二季度持有 股数1.27万股,占基金净值比例为2.58%,位居第九大重仓股。根据测算,今日浮盈赚取约2.46万元。 资料显示,深圳冰川网络股份有限公司位于广东省深圳市南山区学府路63号荣超高新区联合总部大厦15 楼,成立日期2008年1月21日,上市日期2016年8月18日,公司主营业务涉及基于自主研发的引擎技术开 发大型多人在线网络游戏,并采用以自主运营为主,授权运营、联合运营相结合的方式,运营自主开发的网 络游戏。主营业务收入构成为:网络游戏充值收入99.32%,其他0.68%。 财通数字经济智选混合发起A(019610)基金经理为朱海东、顾弘原。 截 ...
深扒A股游戏公司中报:“盈利王”易主 押注AI有人亏麻了
Nan Fang Du Shi Bao· 2025-09-05 14:05
Core Insights - The Chinese gaming industry showed strong growth in the first half of 2025, with total revenue reaching 168 billion yuan, a year-on-year increase of 14.08% [1][3] - A total of 23 A-share listed gaming companies reported a combined revenue of 53.84 billion yuan, up 22.78% year-on-year, with gaming revenue specifically increasing by 21.87% to 41.48 billion yuan [3][4] - The market is witnessing a polarization where leading companies are outperforming others, indicating a "stronger getting stronger" trend [2][8] Revenue Performance - Century Huatong led the A-share gaming companies with a revenue of 17.207 billion yuan, a remarkable increase of 85.50%, and gaming revenue of 16.399 billion yuan, up 93.60% [4][6] - 14 out of 23 companies reported revenue growth, with 10 companies seeing an increase in gaming revenue [3][4] - Companies like Kunlun Wanwei and Perfect World also showed significant growth, with Kunlun's revenue at 3.733 billion yuan (up 49.23%) and Perfect World's gaming revenue at 2.906 billion yuan (up 9.67%) [7][8] Profitability Trends - The net profit for 23 A-share gaming companies reached 8.027 billion yuan, significantly higher than the previous year's 4.758 billion yuan [14][15] - Century Huatong's net profit surged to 2.656 billion yuan, marking a 129.33% increase, while Perfect World returned to profitability with a net profit of 503 million yuan [15][17] - However, several companies, including Kunlun Wanwei, reported substantial losses, with a net profit decline of 110.90%, resulting in a loss of 859 million yuan [19][18] International Revenue - The overseas revenue for 15 companies with over 30% gaming revenue share reached 17.950 billion yuan, a 34.59% increase year-on-year [11][12] - Century Huatong was the standout performer with overseas revenue of 8.958 billion yuan, up 78.49%, primarily driven by successful game titles [12][13] - Other companies like Star Shine Entertainment also reported significant growth in overseas revenue, with a 139.83% increase [13][14] Cost and Investment Trends - The overall operating costs for the 23 companies increased by 22.02% to 17.368 billion yuan, while sales expenses rose by 18.84% to 17.847 billion yuan [24][25] - Research and development investment saw a modest increase of 2.36%, totaling 5.427 billion yuan, indicating a continued focus on marketing over R&D [24][26] - Companies like Century Huatong and Kunlun Wanwei experienced the highest increases in operating costs, with Century Huatong's costs reaching 5.249 billion yuan [23][25] Dividend Distribution - Among the 23 A-share gaming companies, only 5 announced mid-term cash dividends, with Jibite leading with a proposed dividend of 6.6 yuan per 10 shares [27][28] - Sanqi Interactive Entertainment has maintained a consistent dividend policy, proposing a cash dividend of 2.10 yuan per 10 shares for the eighth consecutive year [27]
存量竞争下,谁最赚钱,谁在掉队?|拆解游戏公司半年报
Guo Ji Jin Rong Bao· 2025-09-05 13:09
Core Insights - The domestic gaming industry in China has shown a strong recovery in the first half of the year, with actual sales revenue reaching 168 billion yuan, a year-on-year increase of 14.08% [1] - The number of gaming users has also reached a historical high of 679 million, growing by 0.72% year-on-year [1] - The issuance of gaming licenses remains high, with 766 domestic online games approved in the first half of the year, a 21.97% increase compared to the same period in 2024 [2] Industry Performance - The gaming market is entering a phase of stock competition, with a significant disparity between companies holding popular products and those facing revenue pressures [2] - Among A-share and Hong Kong-listed gaming companies, 10 reported declines in both revenue and profit, while several others faced revenue declines or "increased revenue without increased profit" [2] Company Performance - Century Huatong leads the A-share gaming companies with a revenue of 17.2 billion yuan, up 85.5%, and a net profit of 2.656 billion yuan, up 129.33% [7] - Tencent and NetEase continue to dominate the market, with Tencent's domestic gaming revenue at 83.3 billion yuan and NetEase's at 51.6 billion yuan in the first half of the year [5] - 37 Interactive Entertainment reported a revenue decline of 8.08% to 8.486 billion yuan, but its net profit increased by 10.72% to 1.4 billion yuan [9][10] - Perfect World achieved a revenue of 3.691 billion yuan, a 33.74% increase, and turned a profit with a net profit of 503 million yuan [15][17] - Kunlun Wanwei's revenue reached 3.733 billion yuan, a 49.23% increase, but it reported a net loss of 856 million yuan [14] - G-bits reported a revenue of 2.518 billion yuan, up 28.49%, and a net profit of 645 million yuan, up 24.5% [18] Market Trends - The gaming industry is shifting towards high-quality game development and international expansion, moving away from imitation and low-quality products [4] - Companies are focusing on cost reduction and efficiency improvements to enhance profitability amid rising sales costs and market competition [18]