顺网科技分析师会议-2025-03-08

Investment Rating - The report does not explicitly state an investment rating for the gaming industry or the specific company being analyzed [1]. Core Insights - The company focuses on multiple dimensions of development in the gaming industry, including esports technology, interactive entertainment, computing power, and AI, aiming to enhance user experience and support business innovation [21][22]. - The company reported a revenue of 1.396 billion yuan for the first nine months of 2024, representing a year-on-year growth of 25.96%, and a net profit of 212 million yuan, up 34.92% from the previous year [21]. - The company has established over 300 edge computing power data centers by the end of 2023, serving more than 500,000 terminals [23]. - The company’s core products cover over 70% of the national esports service market and reach over 96% of cities in China, maintaining strong partnerships with over 2,000 collaborators [22]. Summary by Sections 1. Basic Research Information - The research was conducted on March 5, 2025, focusing on the gaming industry and the company, Shunwang Technology [13]. 2. Detailed Research Institutions - Various investment institutions participated in the research, including private equity funds and securities companies [14][15]. 3. Research Institution Proportions - The research institutions included 40% securities companies, 20% fund management companies, and 33% other types of institutions [18]. 4. Main Content Information - The company emphasizes a commitment to sustainable development in the gaming industry, aligning with national policies on cybersecurity and content management [21]. - The company’s esports services and technology solutions are designed to provide comprehensive support for business innovation and enhance digital entertainment experiences for users [21]. - The company has developed an AI engine that facilitates the connection between computing power, models, and applications, lowering the entry barrier for AI applications [24].