本次监测周期内，Ubras、百丽和猫人以1.76、1.75、1.73的综合热度位列榜单综合热度前三。 | 制值 排名 | | | 指数 | | | --- | --- | --- | --- | --- | | 01 | ubras | Ubras | 1.76 | ▲ 12 | | 02 | BELLE | 百丽 | 1.75 | ▲ 11 | | 03 | | 猫人 | 1.73 | NEW | | 04 | | 有棵树 | 1.72 | NEW | | 05 | | 蔻驰 | 1.70 | ▲9 | | OS | | 蕉内 | 1.70 | NEW | | 07 | ANTA | 安踏 | 1.47 | 9 A | | 08 | | 李宁 | 1.40 | 76 | | 09 | | 地平线8号 | 1.40 | NEW | | 10 | | 中国青会 | 1.37 | NEW | | 11 | | 维多利亚的秘密 | 1.32 | NEW | | 12 | | 优衣库 | 1.31 | 0 0 | | 13 | CASIO | 卡西欧 | 1.26 | NEW | | 14 | SEM/R | 織马 ...

最近卤鹅火了，不过卤味巨头的业绩却不行了。 根据2024年财报，"卤味三巨头"业绩集体下滑。 作为卤味界"老大哥"，绝味食品营收62.57亿元，同比下滑13.84%；归属于上市公司股东净利润2.27亿 元，同比下滑34.04%。这也是绝味食品2017年上市以来首次出现营收负增长。 | | | | --------------- | | | --- | --- | --- | --- | --- | | 主要会计数据 | 2024年 | 2023年 | 木期比上年同期 | 2022年 | | | | | 增减(%) | | | 营业收入 | 6.256.650.964.15 | 7.261.326.839.39 | -13.84 | 6.622.839.829.55 | | 归属于上市公司股 | 227.112.630.31 | 344.306.058.17 | -34.04 | 234.805.763.05 | | 东的净利润 | | | | | | 归属于上市公司股 东的扣除非经常性 | 202.932.572.41 | 400.940.700.48 | -49.39 | 259.485.527.85 | ...

Summary of Shenzhou Taiyue Conference Call Company Overview - **Company**: Shenzhou Taiyue - **Industry**: Gaming and IT Services Key Financial Performance - **Q1 2025 Revenue**: 1.323 billion CNY, with a net profit of 239 million CNY, marking the second-highest Q1 performance since listing despite a year-on-year decline [2][5] - **2024 Full Year Performance**: Total revenue of 6.452 billion CNY, up 8.22% year-on-year; net profit of 1.428 billion CNY, up 60% year-on-year, indicating consistent growth for five consecutive years [4] Core Products and Revenue Trends - **Core Games**: "Xuri" and "Zhanhuo" experienced an average monthly revenue decline of approximately 11% compared to last year's peak, contributing to profit decline [2][5] - **Future Revenue Stability**: Both core games are expected to maintain stable revenue with fluctuations not exceeding 1% [2][6][11] New Product Development - **New SLG Products**: "DL" and "Loa" are in commercial testing, with "DL" expected to accelerate server openings and large-scale promotions by late Q2 or early Q3 [2][7] - **Upcoming Releases**: Multiple ESLE products are anticipated to be commercialized by the end of 2025 or in the first half of 2026, providing long-term performance support [2][8] IT and Cloud Business - **Improvement in Computer Business**: Losses are gradually improving, with IT infrastructure nearing breakeven. The company is making progress in cloud and AI transformation [2][9] - **AI ICT Business Challenges**: A significant impairment of approximately 94 million CNY was recorded due to unmet revenue targets from Dingfu Intelligent [2][13] Strategic Adjustments - **Overseas Market Strategy**: The company is adapting its gaming and cloud strategies based on market changes, with North America remaining a key market [2][15][18] - **Promotion Plans**: Increased promotional efforts for both new and existing games are planned for late Q2 to early Q3 [3][22] Cost Management - **Reduction in Management Fees**: Expected decrease in stock incentive expenses and asset impairment provisions will alleviate financial burdens in 2025 [2][23][24] Long-term Outlook - **SaaS Product Trends**: The SLG gaming sector shows promising revenue and profitability growth, with a focus on product iteration to remain competitive [2][19] - **Continued Support for Legacy Games**: Ongoing updates and promotions for core games will be maintained to ensure stable revenue streams [2][25] Additional Insights - **Domestic Game Launches**: Two SOG games with domestic licenses will be launched after overseas market maturity, expected around October 2025 [3][22] - **Market Adaptation**: The company emphasizes a customer-oriented approach in providing cloud services, adapting to the needs of Chinese enterprises going global [2][17]