YINLUN(SZ:002126) Zheng Quan Zhi Xing·2025-08-28 00:12Group 1: Company Insights - Jianzun Investment recently conducted research on two listed companies, Shenzhou Taiyue and Yinlun Co., focusing on their performance and product developments [1][2] - Shenzhou Taiyue's games, "Age of Origins" and "War and Order," have maintained steady revenue streams, generating 1.502 billion yuan and 465 million yuan in the first half of the year, respectively, with cumulative revenues exceeding 1 billion USD [1] - The SLG market's top products have seen a monthly revenue ceiling increase to 200 million USD, indicating an expanding market space, with the company aiming for new releases to become leading titles [1] - Yinlun Co. has established a 4+N product system targeting data centers, energy storage, charging and swapping, and low-altitude aircraft, with significant progress in customer collaborations [2] - In the data center sector, products include megawatt-level immersion cooling equipment and precision air conditioning, with a customer layout of 3+3+N [2] - The company is also advancing in the low-altitude aircraft sector with drone supercharging and has improved production capacity for energy storage thermal management and new energy heavy trucks [2] - The humanoid robot segment has developed a 1+4+N product system, focusing on key customer needs and achieving progress in product development [2] Group 2: Market Overview - The recent performance of various ETFs indicates mixed trends, with the Food and Beverage ETF showing a slight increase of 0.84% and a P/E ratio of 20.80 [6] - The Gaming ETF has experienced a notable rise of 8.05%, with a P/E ratio of 48.19, while the Cloud Computing ETF has increased by 7.94% with a significantly higher P/E ratio of 128.95 [7][6] - The Semiconductor ETF has also shown a positive trend with a 4.52% increase, reflecting ongoing interest in technology sectors [7]