（本文不构成任何投资建议，信息披露内容以公司公告为准。投资者据此操作，风险自担。） 恺英网络(002517.SZ)2月27日晚间公告，截至2026年2月27日，公司本次股份回购计划已实施完毕，累 计通过集中竞价方式回购股份649.76万股，占公司总股本的0.30%，最高成交价24.58元/股，最低22.15 元/股，成交总金额约1.5亿元（不含交易费用）。本次回购股份将用于股权激励或员工持股计划。 登录新浪财经APP 搜索【信披】查看更多考评等级 ...

编辑 岳彩周 新京报贝壳财经讯（记者韦英姿） 2月27日，针对近日社交平台关于米哈游员工意外离世的消息，米哈 游回应新京报贝壳财经记者称，近日确有一名同事在其居住场所不幸去世。经核查，该名同事不存在春 节期间加班情况，复工返岗后下班时间正常。公司已成立专项小组，正全力协助家属处理善后事宜，提 供一切必要的支持与陪伴。 ...

Core Viewpoint - Shenzhou Taiyue reported a significant decline in both revenue and net profit for 2025, indicating challenges in its gaming business and external economic factors affecting performance [1][4]. Financial Performance - The company's revenue for 2025 was 5.824 billion yuan, a decrease of 9.74% compared to 2024's revenue of 6.452 billion yuan [1][3]. - Net profit attributable to shareholders was 798 million yuan, down 44.09% from 1.428 billion yuan in 2024 [1][3]. - Basic earnings per share fell to 0.407 yuan, a decline of 44.33% from 0.7311 yuan in the previous year [1][3]. - The total operating income decreased by 9% year-on-year, while operating profit and total profit both dropped by 38% [3]. Business Segments - The gaming segment remains the largest contributor to the company's revenue, accounting for over 70% of total income, primarily driven by its subsidiary, Kemu Games [3]. - Key gaming products, "Age of Origins" and "War and Order," have seen a decline in revenue and profit, although they continue to provide stable cash flow [4]. External Factors - A significant drop in non-recurring gains impacted net profit, with a decrease from 2.8 billion yuan in 2024 to approximately 0.2 billion yuan in 2025 due to asset disposal losses and increased estimated liabilities [4]. - The depreciation of the US dollar adversely affected revenue, as nearly 90% of Kemu Games' income is derived from overseas markets, leading to foreign exchange losses compared to previous gains [4]. Future Prospects - The company is focusing on developing new hit games to sustain growth, with two upcoming titles, "Stellar Sanctuary" and "Next Agers," having received domestic approval but still in the modification phase [5]. - The performance of these new games will be crucial for the company's ability to navigate the competitive landscape of the SLG gaming market [5].

Core Viewpoint - The National Press and Publication Administration has approved a total of 146 domestic online games in February 2026, including titles from various companies such as Zhongqingbao [1][3]. Group 1: Game Approvals - A total of 146 games were approved in February 2026 [1]. - Notable titles include "Xuan Tian Ji" from Zhongqingbao and "An Shi Chong Tu" from Beijing Campus Star Technology [1][3]. - The approval process reflects ongoing regulatory support for the gaming industry in China [1]. Group 2: Game Details - The approved games span various categories, including mobile and casual games [3][4]. - Each game has specific details such as publisher, operator, approval number, and ISBN [3][4]. - Examples of approved games include "Bu Xiu De Yong Shi," "Cang Xuan Shan Hai Lu," and "Duo Luo Da Lu: Chuan Cheng" [3][4].

格隆汇2月27日丨恺英网络(002517.SZ)公布，公司实际回购的时间区间为2026年2月10日至2026年2月27 日，截至2026年2月27日，公司通过回购专用证券账户以集中竞价交易方式回购股份完成，累计回购股 份数量649.76万股，占公司总股本的0.30%，其中，最高成交价为24.58元/股，最低成交价为22.15元/ 股，成交总金额为1.5亿元（不含交易费用）。 ...

Group 1 - A 36-year-old male programmer employed by miHoYo for five years passed away in his rented accommodation in Shanghai, with his family expressing concerns over the company's compensation proposal [1][4] - The employee was involved in the development of the game "Genshin Impact" and was last seen leaving work on February 24, 2023, before being found deceased on the morning of February 25 [1][4] - miHoYo has established a special team to assist the family and is providing necessary support, including commercial insurance and funeral arrangements [4][5] Group 2 - The company emphasized the importance of health and urged employees to prioritize their well-being, while also addressing misinformation circulating online regarding the incident [5] - miHoYo has a comprehensive employee care policy in place to address unexpected situations, which includes various forms of financial support for the affected family [4][5]

Group 1 - The gaming sector is experiencing a significant rise, with the gaming ETF (159869) increasing nearly 1.5% and trading volume surpassing 670 million yuan [1] - Companies such as Shunwang Technology, Zhejiang Shuju Culture, Perfect World, and others are leading in stock price increases, while companies like Shenzhou Taiyue and Xunyou Technology are seeing declines [1] - According to Zheshang Securities, the gaming sector is showing resilience in the current macroeconomic environment, with strong performance expected around the 2026 Spring Festival, indicating a continued realization of the "big year" logic for gaming products [1] Group 2 - The gaming sector is benefiting from multiple catalysts, including AI, content, and commercialization model transformations, with the gaming ETF tracking the CSI Animation and Gaming Index [2] - The current gaming sector is experiencing a surge due to favorable policies, product cycles, and AI empowerment, suggesting a strategic opportunity for investment in the gaming space [2]

Core Viewpoint - The company, Feiyu Technology (01022.HK), anticipates a significant turnaround in financial performance, projecting a net profit after tax of approximately RMB 80 million to RMB 120 million for the fiscal year ending December 31, 2025, following a net loss of approximately RMB 46.1 million for the fiscal year ending December 31, 2024 [1] Financial Performance - The expected transition to net profit is primarily attributed to substantial revenue growth driven by the HTML5 game "One Step Two Steps," which is set to launch in the second half of 2024 and enter its revenue recovery phase in 2025 [1] - The company also forecasts a reduction in investment losses from a non-listed limited partnership, decreasing from approximately RMB 17.4 million for the fiscal year ending December 31, 2024, to between RMB 6 million and RMB 9 million for the fiscal year ending December 31, 2025 [1] Investment Insights - The anticipated decrease in investment losses is mainly due to changes in the fair value of multiple investments held by the non-listed limited partnership, which focuses on smart systems, automation, and information technology sectors [1]

Core Viewpoint - The company anticipates a significant turnaround from a net loss in 2024 to a net profit in 2025, driven by substantial revenue growth from its HTML5 game and reduced investment losses [1] Financial Performance - The company expects a net profit after tax ranging from approximately RMB 80 million to RMB 120 million for the fiscal year ending December 31, 2025, compared to a net loss of approximately RMB 46.1 million for the fiscal year ending December 31, 2024 [1] - The anticipated profit is primarily attributed to the successful launch and ongoing operations of the HTML5 game "一步两步," which is expected to enter its revenue recovery phase in 2025 [1] Investment Insights - The company projects a reduction in investment losses from approximately RMB 17.4 million for the fiscal year ending December 31, 2024, to between RMB 6 million and RMB 9 million for the fiscal year ending December 31, 2025 [1] - This decrease in investment losses is mainly due to changes in the fair value of multiple investments held by a non-listed limited partnership, which focuses on smart systems, automation, and information technology sectors [1]

Group 1 - A 36-year-old male programmer at miHoYo passed away in his rental apartment shortly after returning to work from the Spring Festival holiday, raising concerns about work intensity [1] - The company confirmed the incident and stated that the employee did not work overtime during the holiday and had normal working hours after returning [1] - miHoYo has established a special team to assist the family in handling post-incident matters and is actively communicating with them [1] Group 2 - An internal email from miHoYo emphasized the importance of health and requested employees to respect the privacy of the deceased [2] - The company has a comprehensive employee care policy that includes commercial insurance, funeral compensation, and special condolence subsidies [2] - miHoYo is committed to properly handling the situation and addressing any misinformation circulating online [2]