股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 網龍網絡控股有限公司 呈交日期: 2026年2月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00777 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,000,000,000 | USD | | 0.01 | USD | | 10,000,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 1,000,000,000 | USD | | 0.01 | USD | | 10,000,000 | 本月底法定/註冊股本 ...

网龙(00777)宣布，本公司联合旗下子公司EDA(泰国)，共同推动一项由泰国政府支持的人工智能(AI)计划。该计划通过打造AI驱动的"从学习到就业"(Learn- to-Career)生态体系，打通教育、技能培养与生产力提升的关键链路，助力泰国打造具备未来竞争力的人才队伍。 该项合作近日于曼谷正式启动，体现了在泰国政府日益加大的政策扶持下，AI不仅服务于教育场景，更成为支撑劳动力升级、提升经济竞争力、推动跨行 业长期生产力增长的关键引擎。 依托EDA(泰国)作为本地生态建设者的角色，结合网龙在AI驱动学习平台与数字化人才体系搭建领域的全球经验，本次计划旨在应对泰国当前面临的关键挑 战：在AI技术加速重塑劳动力市场的背景下，如何实现规模化人才培养与转型。 从学习到就业的影响 本次合作的核心在于重新定义AI时代的"就业准备"。不同于将AI视为单一或附加技能，"从学习到就业"模式将AI嵌入人才发展的全过程——从技能评估、个 性化学习路径规划，到实际应用与职涯匹配。 该计划以可量化的成果导向为设计核心，帮助学习者、教育机构与雇主三方精准对接，确保技能培养与不断演进的就业市场需求保持同步。 全球行业洞察 签署战略合作 ...

智通财经APP获悉，网龙(00777)宣布，本公司联合旗下子公司EDA(泰国)，共同推动一项由泰国政府支持的人工智能(AI)计划。该计划通过打造AI驱动的"从 学习到就业"(Learn-to-Career)生态体系，打通教育、技能培养与生产力提升的关键链路，助力泰国打造具备未来竞争力的人才队伍。 该谅解备忘录充分体现了各方的共同承诺：通过将AI深度融入"从学习到就业"全流程，确保技能培养成果切实转化为可量化的生产力提升与就业竞争力增 强。 从学习到就业的影响 该项合作近日于曼谷正式启动，体现了在泰国政府日益加大的政策扶持下，AI不仅服务于教育场景，更成为支撑劳动力升级、提升经济竞争力、推动跨行 业长期生产力增长的关键引擎。 依托EDA(泰国)作为本地生态建设者的角色，结合网龙在AI驱动学习平台与数字化人才体系搭建领域的全球经验，本次计划旨在应对泰国当前面临的关键挑 战：在AI技术加速重塑劳动力市场的背景下，如何实现规模化人才培养与转型。 签署战略合作备忘录，推进AI驱动的人才发展 作为该项计划的重要组成部分，各方正式签署了谅解备忘录(MOU)，建立长期合作机制，以系统性推动泰国在AI驱动学习、技能评估及人才发 ...

Core Insights - NetDragon Websoft Holdings Limited, in collaboration with its subsidiary EDA (Thailand), is launching a government-backed AI initiative to enhance Thailand's workforce readiness through an AI-driven Learn-to-Career Ecosystem [1][2][3] Group 1: Initiative Overview - The collaboration aims to position AI as a central element for workforce readiness, economic competitiveness, and productivity across various industries in Thailand [2][3] - A Memorandum of Understanding (MOU) has been signed to establish a framework for advancing AI-driven learning, skills assessment, and workforce development [4][5] - The initiative seeks to prepare Thai talent for the labor market by developing AI-enabled learning platforms and competency measurement frameworks [5][6] Group 2: Educational Approach - The Learn-to-Career approach integrates AI throughout the talent journey, from skills assessment to career matching, redefining "job readiness" in the AI era [7][8] - The initiative is designed to deliver measurable outcomes that align skills development with evolving workforce demands [8] Group 3: Industry Perspectives - Dr. Simon Leung, Vice Chairman of NetDragon, highlighted the rapid pace of AI transformation and the necessity for government involvement to ensure societal benefits [9] - He noted that policy-driven approaches in Asia, particularly in China, have accelerated AI adoption, and Thailand's current direction is promising [10] Group 4: Impact on SMEs - The initiative emphasizes AI's role as a productivity equalizer for small and medium-sized enterprises (SMEs), which are crucial to Thailand's economy [11] - By providing AI-enabled skills frameworks, the initiative aims to help SMEs access AI-ready talent and enable workers to showcase relevant capabilities [12] Group 5: Regional Scalability - The collaboration is viewed as a scalable model for other emerging economies in Asia, demonstrating how public-private partnerships can enhance AI adoption while focusing on workforce outcomes [13] - NetDragon and EDA (Thailand) are committed to expanding access to AI-enabled learning and building a resilient talent pipeline for sustainable economic growth [14]

近日，网龙(00777)与字节跳动旗下的火山引擎签署AI生态合作与创新合作框架协议，双方将共同构筑 技术+资源+生态的深度合作壁垒，规模化生产新一代AIGC教育资源，打造全球共创共享的创新教育生 态。这将结合网龙与火山在各自领域的专业优势，推动双方的长期发展布局及战略合作。近年以来，网 龙持续向AIGC业态转型，此次重磅合作再度获得资本市场的聚焦，足以引起外界想要"探索"本次合作 奥秘的兴趣。 携手火山引擎，打造AI教育核心价值链条 随着近年AIGC技术正在垂直行业落地加速，教育领域 "技术缺口"与"内容刚需"的矛盾开始变得尤为凸 显：多数教育企业缺乏顶尖AI算力与大模型研发能力，同时全球教育体系对个性化、规模化的高质量 教育资源需求正在持续攀升。在此背景下，网龙与火山引擎作为AI教育与AI算力的两大领袖级企业共 同为这一行业命题给出了有力的"答卷"。 网龙作为全球AI教育领域的领军者，拥有海量教育场景数据、成熟产品生态及覆盖126国的全球院校合 作网络，通过自研的AI生产中心正在规模化产出AIGC内容。而火山引擎作为字节跳动旗下的云与AI服 务平台，依托字节内部超50个业务场景打磨的豆包大模型，以及海量业务 ...

格隆汇1月28日丨*ST新潮（维权）(600777.SH)公布，若公司出现《上海证券交易所股票上市规则》 （称"《股票上市规则》"）第9.3.7条规定的情形，公司股票可能被上海证券交易所终止上市，请广大投 资者注意投资风险。 ...

格隆汇1月28日丨*ST新潮(600777.SH)公布，经财务部门初步测算，公司预计2025年年度实现利润总额 141,000万元，预计2025年年度归属于母公司所有者的净利润为111,000万元，扣除非经常性损益后的净 利润为111,040万元。 ...

Core Viewpoint - NetDragon Websoft Holdings Limited has entered into a strategic partnership with Volcengine to enhance the development of AI-generated educational resources and create a shared innovative education ecosystem [1][2]. Group 1: Partnership Details - The partnership will focus on four key areas: joint technological innovation, ecosystem resource co-creation, commercial application empowerment, and industry engagement [2]. - Volcengine will assist NetDragon in developing education-focused large language models for various applications, including teaching and content creation [2]. - Both companies will invest in computing power, algorithms, and data to develop high-quality AIGC educational resources, aiming to build an open and intelligent education content ecosystem [2]. Group 2: AI Strategy and Implementation - NetDragon has adopted a "Fully Embracing AI" strategy, establishing an "AI Content Factory" to efficiently generate AIGC content across education, entertainment, and culture [3]. - The AI Content Factory utilizes a core architecture of fragmented nodes and expert systems to create stable AIGC education content production capabilities [3]. - The company plans to expand its commercialization efforts domestically and integrate with the Open-Q ecosystem for global growth [3]. Group 3: Sector-Specific Developments - In the entertainment sector, NetDragon is focusing on AI-driven content production for its flagship IPs, which is expected to enhance profitability and create new revenue opportunities [4]. - The cultural sector investments include AIGC-driven animation series and AI/VR performances, with ongoing identification of high-potential opportunities [4]. - NetDragon aims to leverage AI computing power and vertical AIGC models to expand its enterprise ecosystem's capabilities and long-term value [4]. Group 4: Additional Collaborations - NetDragon has also partnered with Epic Games, becoming an ecosystem partner and establishing a training center for Unreal Engine in China [6]. - The collaboration with Epic Games aims to enhance the visual quality and performance of AIGC educational content [6][7]. Group 5: Company Background - NetDragon is a well-established online game developer in China, with a history of successful titles and a growing EdTech business [8]. - The company is committed to building a massive user community in the AI era through its dual-focus strategy of "AI+Gaming" and "AI+Education" [8][9].

Core Insights - Company is attempting to go public again after submitting a listing application to the Hong Kong Stock Exchange, positioning itself as a leader in the global Android BIoT market, but faces challenges due to a highly concentrated revenue structure and a declining number of paying customers [1][2] Financial Performance - Revenue growth has stagnated, with total revenues of RMB 34.04 billion in 2022, RMB 30.71 billion in 2023 (a 9.8% decline), and projected to recover slightly to RMB 34.56 billion in 2024, indicating a lack of growth momentum [2][3] - The total number of customers has decreased from 2,506 in 2022 to 1,965 by the end of the first nine months of 2025, highlighting pressure on market coverage and customer acquisition [2] - Net profit margins have been low, with figures of 4.7% in 2022, 3.3% in 2023, and 5.2% in 2024, dropping to 2.5% in the first nine months of 2025, indicating significant volatility and instability in profitability [4][5] Cost Structure - High operating expenses, particularly in R&D and sales, are continuously squeezing profits, with R&D expenses exceeding 11% of revenue and rising to 13.9% in the first nine months of 2025 [4][5] - Distribution and sales expenses have remained above 10%, reflecting high costs in market expansion and customer maintenance amid a declining customer base [4] Business Model Challenges - The company heavily relies on hardware sales, which contribute over 99% of total gross profit, while software services have not significantly contributed to revenue, indicating a strategic challenge in transitioning to a service-oriented model [6][9] - The shift towards lower-margin products, such as smart financial devices, has led to a decrease in overall profitability, as the company adopts a "price for volume" strategy to gain market share [8][9] - The transition from hardware to software services has not been successful, with low conversion rates from hardware customers to software users, indicating a lack of synergy between hardware and software offerings [9]

Group 1 - Company stock of NetDragon (00777) surged over 10%, currently up 6.42% at HKD 11.6, with a trading volume of HKD 183 million [1] - NetDragon has made strategic investments in ROKID, Chuangqisi, and Shuaiku Network to strengthen its ecosystem in AI, metaverse, and pan-entertainment sectors [1] - The subsidiary Chuangqisi signed a cooperation agreement with Zhongke Wenge, becoming the exclusive overseas platform and commercialization partner for Zhongke Wenge [1] - The company is exploring new application scenarios in metaverse education and gaming through its investment in AI glasses leader ROKID [1] - NetDragon is actively expanding its AI computing power and plans to significantly optimize the production efficiency and cost of AIGC educational resources [1] Group 2 - Dongwu Securities report highlights the company's implementation of the "AI + gaming" strategy, with AI integrated into art production, code writing, and multilingual localization [2] - The integration of AI is helping to quickly launch multilingual versions of existing games, such as the overseas version of "Yinghun Zhi Ren," and is facilitating low-cost global market expansion [2] - The acquisition of Merlyn Mind introduces an AI voice assistant to enhance software capabilities, accelerating the transition to a high-margin subscription model of "AI + SaaS" [2] - The report is optimistic about the company's stable operation of existing games and the educational business benefiting from the equipment upgrade cycle, with AI empowering game education and diversified investments contributing to performance growth [2]