12月2日，神州泰岳盘中下跌2.01%，截至11:29，报11.24元/股，成交2.07亿元，换手率0.99%，总市值 221.11亿元。 资金流向方面，主力资金净流出3194.08万元，特大单买入630.57万元，占比3.05%，卖出2234.66万元， 占比10.79%；大单买入3488.17万元，占比16.84%，卖出5078.15万元，占比24.52%。 神州泰岳今年以来股价跌2.18%，近5个交易日跌6.18%，近20日跌7.34%，近60日跌17.84%。 资料显示，北京神州泰岳软件股份有限公司位于北京市朝阳区北苑路甲13号院1号楼22层，成立日期 2001年5月18日，上市日期2009年10月30日，公司主营业务涉及运营商业务、物联网与通信、人工智能 与大数据、手机游戏及创新业务等。主营业务收入构成为：游戏75.53%，AI/ICT运营管理19.89%，物 联网/通讯2.04%，创新服务1.99%，其他(补充)0.55%。 神州泰岳所属申万行业为：传媒-游戏Ⅱ-游戏Ⅲ。所属概念板块包括：数字孪生、DeepSeek概念、网络 游戏、智慧农业（数字乡村）、人工智能等。 截至11月20日，神州泰岳股东 ...

分红方面，完美世界A股上市后始终保持稳定的分红政策，累计派现超38亿元。近三年累计派现12.6亿 元，在传媒游戏行业中处于较高水平，为长期投资者提供了稳定的投资回报。 完美世界所属申万行业为：传媒-游戏Ⅱ-游戏Ⅲ。所属概念板块丰富，包括元宇宙概念、云游戏、人工 智能、电子竞技、网络游戏等，多重热门概念叠加使其在板块行情中具备更强的弹性。 业绩表现上，2025年1-9月，完美世界实现营业收入54.17亿元，同比增长33.00%；归母净利润6.66亿 元，同比大幅增长271.17%，实现了由亏损到盈利的业绩逆转。其中第三季度单季毛利率达64.83%，同 比上升13.06个百分点，盈利能力显著改善。同时，公司前三季度经营活动产生的现金流量净额为8.89亿 元，现金流健康状况良好。 受益于游戏板块整体强势拉升，完美世界12月1日晚市收盘上涨2.75%，报14.56元/股，成交额7.64亿 元。作为游戏板块的代表标的之一，其股价表现与板块联动效应显著，随AI人工智能等细分概念同步 走高。 资金流向方面，主力资金呈现明显流入态势，流入金额达1.60亿元，反映出机构资金对景气度的认可。 股价表现上，完美世界今年以来股价涨4 ...

资金流向方面，主力资金净流出9062.37万元，特大单买入1644.56万元，占比2.81%，卖出7394.55万 元，占比12.63%；大单买入9187.75万元，占比15.69%，卖出1.25亿元，占比21.35%。 完美世界今年以来股价涨43.10%，近5个交易日跌4.99%，近20日跌19.13%，近60日跌13.21%。 12月1日，完美世界盘中上涨2.05%，截至14:03，报14.46元/股，成交5.86亿元，换手率2.24%，总市值 280.52亿元。 截至9月30日，完美世界股东户数9.16万，较上期减少10.35%；人均流通股19959股，较上期增加 11.54%。2025年1月-9月，完美世界实现营业收入54.17亿元，同比增长33.00%；归母净利润6.66亿元， 同比增长271.17%。 分红方面，完美世界A股上市后累计派现55.43亿元。近三年，累计派现19.76亿元。 机构持仓方面，截止2025年9月30日，完美世界十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股1.82亿股，相比上期增加6620.50万股。华夏中证动漫游戏ETF（159869）位居第五大流通 股东 ...

恺英网络所属申万行业为：传媒-游戏Ⅱ-游戏Ⅲ。所属概念板块包括：元宇宙概念、人工智能、虚拟现 实、云游戏、网络游戏等。 恺英网络今年以来股价涨68.54%，近5个交易日涨6.50%，近20日跌8.11%，近60日跌2.15%。 机构持仓方面，截止2025年9月30日，恺英网络十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股6619.38万股，相比上期减少4395.77万股。华夏中证动漫游戏ETF（159869）位居第五大 流通股东，持股4917.01万股，相比上期增加1024.63万股。南方中证500ETF（510500）位居第八大流通 股东，持股2489.52万股，相比上期减少45.42万股。交银精选混合（519688）位居第九大流通股东，持 股1724.99万股，相比上期减少311.59万股。 资料显示，恺英网络股份有限公司位于上海市浦东新区耀华路899号世博耀华商务中心A座15层，成立 日期2000年1月3日，上市日期2010年12月7日，公司主营业务涉及1)游戏业务:手游与页游等精品娱乐内 容的研发、运营及发行;(2)平台业务:网页游戏平台、移动应用分发平台的运营。主营业务收入构成为： ...

Core Insights - The A-share market saw a significant rise in the gaming sector, with multiple stocks experiencing substantial gains, indicating a positive sentiment in the industry [1] Group 1: Stock Performance - Fuchun Co., Ltd. (300299) reached a 20% limit up, with a total market value of 6.585 billion [2] - Tianxiao (600556) increased by 9.95%, with a market capitalization of 12.8 billion [2] - Giant Network (002558) rose by 8.97%, boasting a market value of 77.8 billion [2] - Mingchen Health (002919) saw a 7.27% increase, with a market cap of 6.213 billion [2] - Kunlun Wanwei (300418) grew by 7.07%, valued at 58 billion [2] - Century Huatong (002602) increased by 6.89%, with a market capitalization of 133.6 billion [2] - Other notable gains include 5.19% for 37 Interactive Entertainment (002555) and 4.86% for Kaiying Network (002517) [2] Group 2: Game Launch Impact - The interactive game "Jiangshan Beiwang," produced by Fenglin Entertainment under Huanrui Century (000892), launched on Steam and quickly achieved top rankings, including first in "Most Anticipated Upcoming Games" and eighth in "Sales Rankings" within three hours [1]

Core Viewpoint - The stock of Dianhun Network has shown a slight increase recently, with a current market capitalization of 4.978 billion yuan, while the company faces declining revenue and net profit figures [1][2]. Group 1: Stock Performance - On November 25, Dianhun Network's stock rose by 2.05%, reaching 20.41 yuan per share, with a trading volume of 32.6877 million yuan and a turnover rate of 0.67% [1]. - Year-to-date, the stock price has increased by 2.61%, with a 5-day increase of 2.05%, a 20-day increase of 5.15%, but a 60-day decline of 12.85% [1]. Group 2: Financial Performance - For the period from January to September 2025, Dianhun Network reported a revenue of 293 million yuan, a year-on-year decrease of 29.08%, and a net profit attributable to shareholders of -30.515 million yuan, a year-on-year decrease of 140.83% [2]. - Cumulatively, since its A-share listing, the company has distributed a total of 844 million yuan in dividends, with 305 million yuan distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders of Dianhun Network decreased by 29.08% to 26,800, while the average circulating shares per person increased by 41.01% to 8,994 shares [2]. - Among the top ten circulating shareholders, Huaxia Zhongzheng Animation Game ETF holds 3.5159 million shares, an increase of 578,800 shares compared to the previous period, while Fuguo Optimized Enhanced Bond A/B holds 3.0503 million shares, an increase of 1.0937 million shares [3].

Company Overview - Baotong Technology Co., Ltd. is located in Wuxi, Jiangsu Province, established on December 27, 2000, and listed on December 25, 2009. The company focuses on industrial internet services and mobile internet, with main business revenue composition: mobile game products 43.69%, intelligent conveying digital products 43.44%, and intelligent conveying system services 12.87% [1]. Stock Performance - As of November 24, Baotong Technology's stock price increased by 2.10%, reaching 21.90 CNY per share, with a trading volume of 88.63 million CNY and a turnover rate of 1.16%, resulting in a total market capitalization of 9.17 billion CNY [1]. - Year-to-date, Baotong Technology's stock price has risen by 20.20%, but it has seen declines of 2.49% over the last five trading days, 3.78% over the last twenty days, and 18.37% over the last sixty days [1]. Financial Performance - For the period from January to September 2025, Baotong Technology reported revenue of 2.46 billion CNY, a year-on-year increase of 0.37%, while the net profit attributable to shareholders decreased by 12.16% to 209 million CNY [2]. Shareholder Information - As of September 30, 2025, Baotong Technology had 57,000 shareholders, a decrease of 8.91% from the previous period, with an average of 6,171 circulating shares per shareholder, an increase of 9.78% [2]. - The company has distributed a total of 549 million CNY in dividends since its A-share listing, with 66.63 million CNY distributed over the last three years [3]. Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders include Huaxia CSI Animation Game ETF as the second-largest shareholder with 9.63 million shares, an increase of 1.64 million shares from the previous period. Other notable shareholders include Hong Kong Central Clearing Limited and Southern CSI 1000 ETF, with varying changes in their holdings [3].

Core Viewpoint - Light Media's stock has experienced a significant increase of 76.60% year-to-date, despite a recent decline in share price and trading volume [1][2]. Financial Performance - For the period from January to September 2025, Light Media reported a revenue of 3.616 billion yuan, representing a year-on-year growth of 150.81% [2]. - The net profit attributable to shareholders for the same period was 2.336 billion yuan, showing a remarkable year-on-year increase of 406.78% [2]. Stock Market Activity - As of November 19, Light Media's stock price was 16.32 yuan per share, with a market capitalization of 47.876 billion yuan [1]. - The stock has seen a net outflow of 53.218 million yuan in principal funds, with significant selling pressure observed [1]. - Light Media has appeared on the trading leaderboard nine times this year, with the most recent instance on June 16, where it recorded a net buy of 491 million yuan [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for Light Media was 205,200, a decrease of 18.32% from the previous period [2]. - The average number of circulating shares per shareholder increased by 22.16% to 13,523 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable changes in their holdings [3].

Core Viewpoint - The stock of Sanqi Interactive Entertainment has experienced a decline of 2.00% on November 17, with a current price of 20.53 CNY per share, amidst significant trading activity and a notable year-to-date price increase of 40.17% [1] Financial Performance - For the period from January to September 2025, Sanqi Interactive Entertainment reported a revenue of 12.461 billion CNY, representing a year-on-year decrease of 6.59%. However, the net profit attributable to shareholders increased by 23.57% to 2.345 billion CNY [2] - The company has distributed a total of 11.5 billion CNY in dividends since its A-share listing, with 6.388 billion CNY distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Sanqi Interactive Entertainment reached 159,300, an increase of 5.86% from the previous period. The average number of circulating shares per shareholder decreased by 5.54% to 10,034 shares [2] - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 128 million shares, which is a decrease of 4.3869 million shares from the previous period [3] Market Activity - The stock has seen significant trading activity, with a net outflow of 92.0665 million CNY in principal funds on November 17, where large orders accounted for 22.20% of purchases and 24.40% of sales [1] - Sanqi Interactive Entertainment has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 266 million CNY on September 8, representing 20.38% of total trading volume [1]

Core Viewpoint - Glacier Network's stock price has experienced a significant increase of 92.80% year-to-date, despite a recent decline in the last five trading days [1] Group 1: Stock Performance - On November 14, Glacier Network's stock fell by 2.00%, trading at 36.17 yuan per share with a total transaction volume of 1.42 billion yuan [1] - The stock's market capitalization is 8.48 billion yuan [1] - Year-to-date, the stock has seen a decline of 3.44% over the last five trading days, 0.63% over the last 20 days, and 8.13% over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Glacier Network reported a revenue of 1.876 billion yuan, a year-on-year decrease of 5.39%, while the net profit attributable to shareholders increased by 207.49% to 502 million yuan [2] - The company has distributed a total of 1.075 billion yuan in dividends since its A-share listing, with 817 million yuan distributed over the past three years [3] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 18.02% to 36,200, while the average number of circulating shares per person increased by 21.97% to 4,555 shares [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 14.5496 million shares, an increase of 6.8109 million shares from the previous period [3]