Core Insights - 27 companies listed on the ChiNext board have released their performance forecasts for the first three quarters, with 23 companies expecting profit increases, representing 85.19% of the total [1] - The overall proportion of companies with positive forecasts is 92.59%, with 2 companies expecting to turn a profit and 2 companies forecasting profit declines [1] Performance Forecasts - Among the companies expecting profit increases, 9 companies anticipate a net profit growth of over 100%, while 6 companies expect a growth between 50% and 100% [1] - The company with the highest expected net profit growth is Morning Light Bio, forecasting a median increase of 372.80% [1] - Other notable companies include Glacier Network and Bai Ao Intelligent, with expected net profit growths of 207.09% and 184.12%, respectively [1] Company Performance Data - The following companies are highlighted for their significant expected profit increases: - Morning Light Bio (Code: 300138) - Expected net profit growth: 372.80%, Latest closing price: 13.99, Year-to-date change: 62.33% [1] - Glacier Network (Code: 300533) - Expected net profit growth: 207.09%, Latest closing price: 38.10, Year-to-date change: 92.81% [1] - Bai Ao Intelligent (Code: 300836) - Expected net profit growth: 184.12%, Latest closing price: 56.53, Year-to-date change: 95.40% [1] - Other companies with notable growth include Chuan Jin Nuo (171.61%), Jin Li Yong (168.00%), and Bo Teng (139.09%) [1]

Core Viewpoint - Shenzhen Iceberg Network Co., Ltd. has significantly turned its performance around in the first three quarters of the year, projecting a net profit of between 4.35 billion to 5.65 billion yuan, compared to a loss in the same period last year [1][2]. Financial Performance - The company expects a net profit attributable to shareholders of 4.35 billion yuan to 5.65 billion yuan, and a net profit excluding non-recurring gains and losses of 4.17 billion yuan to 5.42 billion yuan, marking a substantial turnaround from a loss of 46.69 million yuan in the previous year [2]. - In Q3, the projected net profit is between 1.46 billion yuan to 1.88 billion yuan, representing a year-on-year increase of 202.88% to 290.01% [2][3]. - The net profit excluding non-recurring gains and losses for Q3 is expected to be between 1.40 billion yuan to 1.82 billion yuan, with a year-on-year increase of 201.41% to 291.83% [2][3]. Cost Management - The significant improvement in performance is attributed to effective control of sales expenses, which have decreased substantially compared to the previous year [3]. - The company has been cautious in launching new products, optimizing their marketing strategies based on prior data and long-term operational performance [3]. Historical Context - In the first quarter of 2024, the company adopted an aggressive customer acquisition strategy, resulting in sales expenses of 855 million yuan, a 168.36% increase year-on-year, but this did not yield effective conversion, leading to a revenue decline of 18.76% [7]. - The total sales expenses for 2024 reached 2.302 billion yuan, a 32.04% increase, while the annual revenue was only 2.788 billion yuan, a mere 0.17% growth [7]. Product Development - Currently, the company has six new products in development, including MMORPG mobile game "Code: Q" and casual competitive game "Code: SS," which are in the testing phase [7].

Core Insights - 24 companies listed on the ChiNext board have released their performance forecasts for the first three quarters, with 20 companies expecting profit increases, representing 83.33% of the total [1] - The overall proportion of companies reporting positive forecasts is 91.67%, with 2 companies expecting to turn a profit and 2 companies forecasting profit declines [1] Performance Forecasts - Among the companies expecting profit increases, 8 companies anticipate a net profit growth exceeding 100%, while 6 companies expect growth between 50% and 100% [1] - The company with the highest expected net profit growth is Morning Light Bio, forecasting a median increase of 372.80% [1] - Other notable companies include Ice River Network and Chuanjin Nuo, with expected median net profit growths of 207.09% and 171.61%, respectively [1] Company Performance Data - The following companies are highlighted for their significant expected profit increases: - Morning Light Bio (Code: 300138) - Expected net profit growth: 372.80%, Latest closing price: 13.24, Year-to-date change: 53.63% [1] - Ice River Network (Code: 300533) - Expected net profit growth: 207.09%, Latest closing price: 36.55, Year-to-date change: 84.97% [1] - Chuanjin Nuo (Code: 300505) - Expected net profit growth: 171.61%, Latest closing price: 21.88, Year-to-date change: 54.57% [1] - Other companies with notable growth include Jinli Yongci, Boteng Co., Changchuan Technology, and others, each with significant expected profit increases and varying year-to-date performance [1]

Core Insights - A total of 69 companies have announced their performance forecasts for the first three quarters, with 60 companies expecting profit increases, representing 86.96% of the total [1] - The overall proportion of companies reporting positive forecasts is 91.30%, with 3 companies expecting profits, 4 companies expecting declines, and 1 company expecting losses [1] - Among the companies with positive forecasts, 23 are expected to see net profit growth exceeding 100%, while 19 companies are projected to have growth between 50% and 100% [1] Company Performance - Chujiang New Materials is expected to have the highest net profit growth at a median of 2150.09%, followed by Yinglian Co. and Guangdong Mingzhu with expected growths of 1602.05% and 964.95% respectively [1][3] - The average increase in stock prices for companies expected to double their profits since July is 39.70%, outperforming the Shanghai Composite Index [1] - Notable stock performers since July include Northern Rare Earth, which has risen by 131.85%, followed by Changchuan Technology and Jinli Permanent Magnet with increases of 105.89% and 96.73% respectively [1] Industry Insights - The industries with the most companies expecting profit growth include basic chemicals, electronics, and non-ferrous metals, with 5, 4, and 3 companies respectively [1] - The distribution of companies expecting profit growth is as follows: 12 from the main board, 8 from the ChiNext board, and 3 from the Sci-Tech Innovation board [1] Capital Flow - In terms of capital flow, Northern Rare Earth, Youyan New Materials, and Chujiang New Materials have seen significant net inflows of 1909.55 million, 406.84 million, and 281.76 million respectively over the past five days [2] - Conversely, Changchuan Technology, Dongyangguang, and Guangda Special Materials have experienced high net outflows of 1538.08 million, 715.34 million, and 198.54 million respectively [2]

Core Viewpoint - The gaming sector experienced a significant rise at the beginning of trading, with Glacier Network seeing an increase of over 10% [1] Company Performance - Glacier Network's stock surged by more than 10% [1] - Other companies in the gaming sector, including Mingchen Health, Xinghui Entertainment, Giant Network, Kunlun Wanwei, and Kaiying Network, also saw upward movement in their stock prices [1]

Core Viewpoint - Glacier Network (300533.SZ) expects a net profit attributable to shareholders of 435 million to 565 million yuan for the first three quarters, marking a turnaround from losses in the previous year [1] Financial Performance - The company anticipates a net profit of 417 million to 542 million yuan after deducting non-recurring gains and losses, also indicating a return to profitability year-on-year [1] - Non-recurring gains and losses for the reporting period are estimated at approximately 22.7 million yuan, primarily from government subsidies and deposit investment income [1] Cost Management - A significant reduction in sales expenses compared to the same period last year is noted, attributed to: 1. Ongoing optimization and adjustment of new products, with cautious evaluation of their market introduction [1] 2. Strategic control of advertising efforts based on the performance data of established products [1]

冰川网络10月13日公告，预计前三季度归母净利润4.35亿元—5.65亿元，上年同期亏损4.67亿元。预计 第三季度归母净利润1.46亿元—1.88亿元，上年同期盈利4820.39万元。报告期内，公司销售费用较上年 同期大幅下降，主要由于公司对新产品的投放力度谨慎评估，尚未进行大规模推广，同时优化投放策 略，控制投放力度。此外，报告期内公司非经常性损益金额约为2,270.00万元，主要为政府补贴及存款 理财收益。 （文章来源：智通财经） ...

Core Viewpoint - Glacier Network (300533.SZ) expects net profit attributable to shareholders for the first three quarters of 2025 to be between 435 million yuan and 565 million yuan, with a net profit excluding non-recurring gains and losses estimated between 417 million yuan and 542 million yuan [1] Financial Performance - The company anticipates a significant decrease in sales expenses compared to the same period last year [1] - The reduction in sales expenses is attributed to ongoing optimization and adjustments of certain new products, which are still undergoing multiple rounds of testing and cautious evaluation before large-scale promotion [1] - The company has optimized its investment strategy by controlling the launch intensity based on the early recovery data and long-term operational performance of mature products [1]

冰川网络：预计前三季度净利润预计为4.35亿元-5.65亿元，同比扭亏为盈。 ...

证券代码：300533 证券简称：冰川网络 公告编号：2025-063 深圳冰川网络股份有限公司 关于完成工商变更登记的公告 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"）分别于 2025 年 8 月 27 日 召开的第五届董事会第八次会议、2025 年 9 月 19 日召开的 2025 年第一次临时 股东大会，审议通过了《关于变更注册资本并修订<公司章程>及其附件的议案》， 公司对注册资本进行了变更，注册资本由人民币 23,430.3330 万元变更为 23,446.1970 万元，公司对《公司章程》及其附件《股东会议事规则》《董事会议 事规则》进行相应修订，同时废止《监事会议事规则》。公司于 2025 年 9 月 19 日召开职工代表大会并作出决议，经与会职工代表认真讨论，一致同意选举蒲怀 解先生为公司第五届董事会职工董事，任期与第五届董事会一致。具体内容详见 公 司 于 2025 年 8 月 29 日 、 2025 年 9 月 19 日 在 巨 潮 资 讯 网 （http://www.cninfo.com.c ...