Core Viewpoint - Boyaa Interactive (00434) has established a strategic partnership with New Fire Technology Holdings Limited to explore Web3 ecosystem business opportunities, which is expected to support the company's strategic transformation in the Web3 space [1] Group 1: Company Developments - Boyaa Interactive's stock price increased by over 4% during trading, currently up 3.52% at HKD 6.77, with a trading volume of HKD 12.4788 million [1] - The company announced a strategic partnership with New Fire Technology, focusing on compliance frameworks for Web3 ecosystem collaboration [1] Group 2: Strategic Implications - The board of Boyaa Interactive believes that this partnership will significantly support the implementation of its Web3 strategic transformation [1] - New Fire Technology will provide digital asset compliance management plans and Web3-related technical solutions to Boyaa Interactive [1] Group 3: Future Outlook - Boyaa Interactive aims to deepen its involvement in the Web3 sector, leveraging its extensive experience in the internet gaming industry and the development opportunities presented by Hong Kong's new Web3 policies [1] - The company is committed to becoming a pure and leading Web3 gaming ecosystem company [1]

Core Viewpoint - Boyaa Interactive (00434) has established a strategic partnership with New Fire Technology Holdings Limited to explore Web3 ecosystem business opportunities, which is expected to support the company's strategic transformation in the Web3 sector [1] Group 1: Company Developments - Boyaa Interactive's stock price increased by over 4% during trading, closing at 6.77 HKD with a trading volume of 12.4788 million HKD [1] - The partnership with New Fire Technology will focus on compliance frameworks and provide digital asset management plans and Web3-related technical solutions [1] Group 2: Strategic Implications - The Board of Directors believes that this strategic cooperation will significantly support the implementation of the company's Web3 strategic transformation [1] - New Fire Technology's technical capabilities and industry resources are expected to enhance Boyaa Interactive's business development and positioning in the Web3 field [1] - The company aims to leverage its extensive experience in the internet gaming industry and the opportunities presented by Hong Kong's new Web3 policies to establish itself as a leading Web3 gaming ecosystem company [1]

超六成ST股年内涨幅跑输同期上证指数。 年内首只10倍涨幅的ST股诞生 今日(9月26日)，*ST宇顺(002289)股价涨停，最新收盘价创历史新高。据统计，该股于2025年9月24日收 盘时，年内涨幅首次达到10倍以上。截至最新收盘，年内累计涨幅扩大至10.6倍。 公开资料显示，*ST宇顺从事智能显示模组制造，主要为手持终端、智能 POS、智能穿戴、智能家居、 车载电子等制造商提供全方位触控显示一体化解决方案。今年上半年公司营业总收入为1.34亿元，净利 润亏损446万元。 今年以来，*ST宇顺多次发布股票交易异常波动暨风险提示相关的公告，但依然难挡投资者参与热情， 这与其筹划的收购事项不无关系。9月12日晚间，公司发布重大资产购买报告书草案修订版等系列公 告，回复深交所问询，并计划将在9月29日召开股东大会审议收购议案。 标的公司专注于开发及运营大规模、高等级、高效高性能数据中心，是一家国内优秀的数据中心整体解 决方案提供商。本次交易完成后，公司将形成数据中心基础设施服务、液晶显示屏相关产品及仪器仪 表、配电设备的多元化业务布局。 公司在风险提示公告中表示，本次交易正处于开展阶段，存在审批风险，本次交易可 ...

Group 1 - The core viewpoint of the news is that Giant Network has seen a stock price increase of 5.09%, reaching 45.20 yuan per share, with a trading volume of 1.56 billion yuan and a market capitalization of 87.451 billion yuan as of September 24 [1] - Giant Network's main business involves the development and operation of internet games, with revenue composition being 78.16% from mobile online games, 19.11% from PC online games, 2.42% from other game-related businesses, and 0.31% from other sources [1] Group 2 - Manulife Fund has a significant holding in Giant Network, with its Manulife Preferred Enterprises Stock A fund holding 564,800 shares, accounting for 3.25% of the fund's net value, making it the eighth largest holding [2] - The Manulife Preferred Enterprises Stock A fund has achieved a year-to-date return of 34.67% and a one-year return of 40.25%, ranking 1359 out of 4220 and 2591 out of 3814 respectively [2] - The fund manager, Li Kunyuan, has a tenure of 15 years and 127 days, with the fund's total asset size being 2.394 billion yuan [2]

Group 1 - The company announced a strategic partnership with New Fire Technology Holdings Limited to explore Web3 ecosystem business opportunities within a compliance framework [1][2] - New Fire Technology will provide the company with digital asset compliance management plans and Web3-related technical solutions [1] - New Fire Technology is listed on the Hong Kong Stock Exchange and specializes in technology solutions and services within the virtual asset ecosystem, including asset management and cryptocurrency trading [1] Group 2 - The board believes that this strategic cooperation will significantly support the implementation of the company's Web3 strategic transformation [2] - New Fire Technology's technical strength and industry resources are expected to enhance the company's business development and positioning in the Web3 sector [2] - The company aims to leverage its extensive experience in the internet gaming industry and the new Web3 policies in Hong Kong to establish itself as a leading Web3 gaming ecosystem company [2]

智通财经APP讯，博雅互动(00434)发布公告，公司于2024年9月与新火科技控股有限公司建立战略合作 伙伴关系，集团将与新火科技进一步深入探讨基于合规框架的Web3生态业务合作，共同拓展Web3生态 发展机遇。新火科技将为集团提供数字资产合规管理计划及Web3相关技术解决方案。 集团董事会认为，此次战略合作将对集团Web3战略转型的实施起到重要支持作用，新火科技的技术实 力和行业资源可进一步促进集团在Web3领域的业务发展和布局。集团将在Web3领域进行深耕，依托我 们在互联网游戏行业的丰富经验及香港新Web3政策带来的发展机遇，致力于将公司打造为纯粹、领先 的Web3游戏生态公司。 新火科技在香港交易所主板上市，股份代码：1611.HK，主要从事提供技术解决方案服务、虚拟资产生 态系统中的各类服务(如资产管理、信托及托管业务及加密货币交易)。新火科技深耕数字资产合规化与 金融基础设施，旗下新火资产管理(香港)有限公司持有香港证监会颁发的第1类、第4类及第9类牌照， 是香港地区首个提供虚拟资产全权委托账户管理服务的持牌机构，并获批准可管理100%投资于虚拟资 产的投资组合，旗下新火信托有限公司持有香港公司 ...

集团董事会认为，此次战略合作将对集团Web3战略转型的实施起到重要支持作用，新火科技的技术实 力和行业资源可进一步促进集团在Web3领域的业务发展和布局。集团将在Web3领域进行深耕，依托我 们在互联网游戏行业的丰富经验及香港新Web3政策带来的发展机遇，致力于将公司打造为纯粹、领先 的Web3游戏生态公司。 新火科技在香港交易所主板上市，股份代码：1611.HK，主要从事提供技术解决方案服务、虚拟资产生 态系统中的各类服务(如资产管理、信托及托管业务及加密货币交易)。新火科技深耕数字资产合规化与 金融基础设施，旗下新火资产管理(香港)有限公司持有香港证监会颁发的第1类、第4类及第9类牌照， 是香港地区首个提供虚拟资产全权委托账户管理服务的持牌机构，并获批准可管理100%投资于虚拟资 产的投资组合，旗下新火信托有限公司持有香港公司注册处颁发的TCSP信托牌照。新火科技在区块链 技术、金融科技和其他创新科技技术领域及合规数字资产管理能力上具有强大优势和丰富经验。 格隆汇9月19日丨博雅互动(00434.HK)宣布，公司于2024年9月与新火科技建立战略合作伙伴关系，集团 将与新火科技进一步深入探讨基于合规框架的 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容 而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 自願性公告 與新火科技建立戰略合作夥伴關係 Boyaa Interactive International Limited 博雅互動國際有限公司 （股份代號：0434） （於開曼群島註冊成立的有限公司） 戴志康 託有限公司持有香港公司註冊處頒發的TCSP信託牌照。新火科技在區塊鏈技術、金融科 技和其他創新科技技術領域及合規數字資產管理能力上具有強大優勢和豐富經驗。 本集團董事會認為，此次戰略合作將對本集團Web3戰略轉型的實施起到重要支持作用， 新火科技的技術實力和行業資源可進一步促進本集團在Web3領域的業務發展和佈局。本 集團將在Web3領域進行深耕，依托我們在互聯網遊戲行業的豐富經驗及香港新Web3政 策帶來的發展機遇，致力於將公司打造為純粹、領先的Web3遊戲生態公司。 承董事會命 博雅互動國際有限公司 主席兼執行董事 本公告乃博雅互動國際有限公司（「本公司」，連同其附屬公司統稱「本集團」或「博 ...

9月15日，巨人网络涨5%，截至发稿，报44.10元/股，成交9.84亿元，换手率1.18%，总市值853.23亿 元。 资料显示，巨人网络集团股份有限公司位于上海市松江区中辰路655号，成立日期1997年7月22日，上市 日期2011年3月2日，公司主营业务涉及互联网游戏的研发和运营。主营业务收入构成为：移动端网络游 戏业务78.16%，电脑端网络游戏业务19.11%，其他游戏相关业务2.42%，其他(补充)0.31%。 从基金十大重仓股角度 数据显示，浦银安盛基金旗下1只基金重仓巨人网络。浦银安盛中证沪港深游戏及文化传媒ETF （517770）二季度持有股数5.33万股，占基金净值比例为3.39%，位居第七大重仓股。根据测算，今日 浮盈赚取约11.19万元。 浦银安盛中证沪港深游戏及文化传媒ETF（517770）基金经理为罗雯。 截至发稿，罗雯累计任职时间7年237天，现任基金资产总规模8.49亿元，任职期间最佳基金回报 34.14%， 任职期间最差基金回报-33.61%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、 ...

Market Overview - The A-share market experienced a slight pullback from September 1 to 5, with the Shanghai Composite Index down 1.18% to close at 3812.51 points, while the Shenzhen Component fell 0.83% and the ChiNext Index rose 2.35% [1] - Among the sectors, power equipment, light industry manufacturing, and textile and apparel showed the highest gains, while defense, computer, and communication sectors performed relatively weak [1] - New energy themes such as power batteries, photovoltaic inverters, lithium battery electrolytes, lithium battery anode materials, and energy storage exhibited significant rotation and activity [1] Institutional Research - A total of 353 companies disclosed institutional research minutes during the week, with approximately 30% of these companies achieving positive returns [1] - Notable performers included China Ruilin, which saw a stock price increase of 27.64% over four days, and several other companies like Huasheng Lithium Battery and Huawai Technology, which recorded gains exceeding 20% [1] Company Highlights 澜起科技 (Lanke Technology) - Lanke Technology received attention from 231 institutions, reporting a revenue of 2.633 billion yuan for the first half of 2025, a year-on-year increase of 58.17%, and a net profit of 1.159 billion yuan, up 95.41% [3] - The company attributed its growth to the booming AI industry, with significant increases in the shipment of DDR5 memory interface and supporting chips [3][4] - The PCIe Retimer chip, crucial for AI servers, has evolved from PCIe 3.0 to PCIe 4.0, doubling data transmission speed from 8GT/s to 16GT/s, addressing signal integrity issues [4] 炬光科技 (Juguang Technology) - Juguang Technology engaged with 192 institutions, reporting a revenue of 393 million yuan for the first half of 2025, a 26.20% increase, and a net loss reduction to 24.94 million yuan [5] - The company improved its gross margin to 33% through business structure optimization, turning around the profitability of previously loss-making automotive micro-lens products [5] 恺英网络 (Kaiying Network) - Kaiying Network was researched by 162 institutions, achieving a revenue of 2.578 billion yuan for the first half of 2025, a 0.89% increase, and a net profit of 950 million yuan, up 17.41% [6] - The company is developing an AI toy brand and an AI full-process development platform for the gaming industry, aiming to enhance game development efficiency [6] ETF Performance - The Food and Beverage ETF (515170) saw a decline of 1.47% over the past five days, with a market capitalization of 7.23 billion shares [8] - The Gaming ETF (159869) decreased by 4.00%, with a market capitalization of 5.23 billion shares [8] - The Semiconductor ETF (588170) fell by 4.80%, with a market capitalization of 460 million shares [9] - The Cloud Computing ETF (516630) dropped by 5.24%, with a market capitalization of 400 million shares [9]