证券代码： 603444 证券简称：吉比特 公告编号： 厦门吉比特网络技术股份有限公司 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 二、减持计划的主要内容 ? 5%以上股东及董事持股的基本情况：截至本公告披露日，厦门吉比特网 络技术股份有限公司（以下简称"公司"或"吉比特"）副董事长陈拓琳持有公 司无限售条件流通股 8,240,025 股，占公司总股本的 11.4379%。 ? 减持计划的主要内容：因个人资金需求，陈拓琳拟通过上海证券交易所 集中竞价交易方式减持公司股份数量不超过 250,000 股，即不超过公司当前总股 本的 0.3470%，自本减持计划公告发布之日起 15 个交易日后的 3 个月内实施。 公司于 2025 年 8 月 20 日收到副董事长陈拓琳出具的《关于股份减持计划 的告知函》，现将有关情况公告如下： 一、减持主体的基本情况 | 股东名称 | 陈拓琳 | □是 | √否 | 控股股东、实控人及一致行动人 | | --- | --- | --- | --- | --- | | ...

内容来源：厦门日报 网络游戏的研发及运营业务 图片来源：厦门火炬高新区 公司相关负责人表示 上半年，两款自研新品 《杖剑传说》《问剑长生》相继推出，进一步丰富公司产品矩阵，带动公司业绩显著提升，实现营收和利润双增长。同时，吉比 特多款经典IP游戏持续迭代，不断为玩家创造新鲜体验，夯实了长期稳健发展的根基。 吉比特此次大额分红并非偶然。上市8年来，除此次外， 已实施现金分红12次（含季度、半年度、年度），累计分红金额超60亿元，远超同期IPO募资9.6 亿元的规模。2021年，吉比特年报更是"10股派160元"，单次分红金额达11.5亿元，现金分红比例达78.3%，引发市场广泛关注。 厦企吉比特再次豪气分红，8月19日晚间发出公告，拟向全体股东每10股派发现金红利66元（含税），预计分红总额约4.74亿元，占当期归母净利润比例 达73.46%。 吉比特同步发布半年报，上半年实现营业收入25.18亿元，同比增长28.49%；归母净利润6.45亿元，同比增长24.50%；经营活动现金流量净额10.77亿元， 同比增长81.18%。 吉比特专注于 另外，这两日 厦企建发合诚、瑞达期货 也先后发布半年报 均取得不俗业绩 ...

Core Viewpoint - Kingsoft's financial performance shows a mixed picture, with strong growth in office software and services but a significant decline in the gaming sector, impacting overall revenue [4][3]. Group 1: Financial Performance - For Q2 2025, Kingsoft reported revenue of 23.07 billion RMB, a decrease of 7% year-on-year and 1% quarter-on-quarter [4]. - Gross profit fell by 9% to 18.54 billion RMB, with a gross margin of 80%, down 3 percentage points year-on-year [4]. - Net profit attributable to shareholders increased by 35% to 5.32 billion RMB [4]. Group 2: Office Software and Services - Revenue from office software and services reached 13.56 billion RMB, representing a year-on-year growth of 14% and a quarter-on-quarter increase of 4%, accounting for 58.77% of total revenue [2][4]. - The growth in this segment is attributed to the performance of WPS 365 and personal WPS services, driven by product strength, high-quality service, and enhanced customer retention [2]. Group 3: Gaming Sector Performance - The gaming and other business segment generated revenue of 9.52 billion RMB, a significant decline of 26% year-on-year and 8% quarter-on-quarter, making up 41.26% of total revenue [3][4]. - The decline in gaming revenue is primarily due to underperformance of key titles such as "Dust White Zone" and "Jian Wang 3," which faced high comparative bases from the previous year [3]. - The gaming market, particularly for second-dimensional games, has been experiencing a downturn, with a reported 8% decrease in sales revenue for the first half of 2025 [5]. Group 4: AI and R&D Investment - Kingsoft's investment in AI is increasing, with R&D expenses rising by 18.7% to 9.59 billion RMB, representing 36.07% of revenue, an increase of 2.6 percentage points year-on-year [2]. - The company is focusing on AI integration across its office software components, which is seen as a key growth area in the industry [2].

Core Viewpoint - Kingsoft Software reported a decline in revenue for Q2 2025, with a total revenue of 2.307 billion RMB, a year-on-year decrease of 7% and a quarter-on-quarter decrease of 1% [1][2]. Revenue Breakdown - The revenue from the office software and services segment reached 1.356 billion RMB, representing a year-on-year growth of 14% and a quarter-on-quarter growth of 4%, accounting for 58.77% of total revenue [2][3]. - The revenue from the online gaming and other segments was 951.76 million RMB, showing a significant year-on-year decline of 26% and a quarter-on-quarter decline of 8%, making up 41.26% of total revenue [2][6]. Profitability - Gross profit for the quarter was 1.854 billion RMB, down 9% year-on-year, with a gross margin of 80%, a decrease of 3 percentage points compared to the previous year [1][2]. Growth Drivers - The growth in the office software segment was primarily driven by the performance of WPS 365 and personal WPS services, supported by enhanced product capabilities and AI features [3][5]. - As of June 30, 2025, WPS Office had 651 million monthly active devices, an increase of 8.56% year-on-year, with paid user numbers rising by 9.54% to 41.79 million [3][5]. Challenges in Gaming Segment - The gaming segment faced challenges, particularly with the performance of the games "Dust White Zone" and "Jian Wang 3," which saw significant revenue declines due to high comparative figures from the previous year [6][8]. - The overall decline in the online gaming segment reflects broader market trends, with the two-dimensional mobile game market experiencing an 8% drop in actual sales revenue in the first half of 2025 [9]. New Game Launches - The recent launch of the mech shooting game "Limitless Machine" has not met expectations, with a significant drop in player numbers shortly after release [9][13].

来源：新浪港股-好仓工作室 博雅互动是一家全球化的互联网游戏运营商，目前运营逾 60 款传统网络游戏。所得款项中，约 4.36 亿 港元将用于进一步推动集团在 Web3 领域的业务发展，包括 Web3 游戏研发与推广、基础设施建设、项 目投资与战略合作等，以及集团业务营运资金及一般企业用途。本次发行根据股东大会授予的一般授权 实施，预计于配售协议日期后下一个营业日之后的五个营业日内完成。 点击查看公告原文>> 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，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、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 2025 年 8 月 21 日，博雅互动（股份代号：0434）公告称，通过一般授权以"配售新股"方式融资，配售 最多 63,510,000 股（约 0.6 亿股），募集约 4.4 亿港元。扣除 ...

Financial Data and Key Metrics Changes - In Q2 2025, total revenue reached RMB 2,070 million, representing a year-on-year decrease [5] - Revenue from office software and services increased by 14% year-on-year to RMB 1,360 million, while online games revenue decreased by 26% year-on-year to RMB 952 million [6][13] - Gross profit decreased by 9% year-on-year to RMB 1,854 million, with a gross profit margin of 80% [14][16] - Operating profit before share-based compensation costs decreased by 48% year-on-year to RMB 454 million [15] - Profit attributable to owners of the parent was RMB 532 million, compared to RMB 393 million in the previous year [16] Business Line Data and Key Metrics Changes - Office software and services accounted for 59% of total revenue, while online games and others made up 41% [12] - The WPS AI products saw significant enhancements, with nearly 13 million monthly active AI users in the first half of the year [7] - The online games business is focusing on enriching the classic GX series and expanding into new genres, with the flagship IP, GX3 Online, maintaining a stable user base [8][9] Market Data and Key Metrics Changes - The company is actively participating in bidding for office software among government and enterprise sectors, maintaining a leading market share [8] - The international edition of WPS is being gradually improved to enhance collaboration and security capabilities [8] Company Strategy and Development Direction - The company is committed to increasing R&D investment in AI and collaboration, aiming to enhance product implementation across various office scenarios [10] - The online game business will focus on premier games and global expansion, aiming for long-term operational quality [11] Management Comments on Operating Environment and Future Outlook - Management acknowledged challenges in the gaming industry, particularly regarding the new IP, MetroBrick, which requires time for adjustments and optimization [25][49] - For the office software segment, management expressed confidence in maintaining growth rates similar to the first half of the year, driven by AI collaboration improvements [30] Other Important Information - The company reported cash resources of RMB 25 billion as of June 30, 2025 [17] - Net cash from operating activities was RMB 665 million for 2025, down from RMB 1,374 million in 2024 [18] Q&A Session Summary Question: Performance of MetroBrick and full-year revenue guidance for the gaming sector - Management noted that initial feedback for MetroBrick was positive, but adjustments are needed based on player feedback to enhance the gaming experience [22][23] Question: Outlook for WPS office business in the second half of the year - Management expressed strong confidence in the growth of the WPS office business, expecting continued success driven by AI features [29][30] Question: Trends in active user base and ARPU for JX3 - Management indicated that while there is pressure on maintaining user levels for JX3, they remain confident in its long-term operation [33][34] Question: Differentiation of WPS AI agent from competitors - Management emphasized that their AI solutions are tailored for specific office scenarios, which sets them apart from competitors [36][39]

Financial Data and Key Metrics Changes - In the second quarter, total revenue reached RMB 2,070 million, representing a year-on-year decrease [5] - Revenue from office software and services increased by 14% year-on-year to RMB 1,360 million, while online games revenue decreased by 26% year-on-year to RMB 952 million [6][14] - Gross profit decreased by 9% year-on-year to RMB 1,854 million, with a gross profit margin of 81% [15][17] - Profit attributable to owners of the parent was RMB 532 million, compared to RMB 393 million in the previous year [17] Business Line Data and Key Metrics Changes - Office software and services accounted for 59% of total revenue, while online games accounted for 41% [12] - The WPS AI products saw significant enhancements, with monthly active AI users reaching nearly 13 million [6][7] - The online games business is focusing on enriching existing IPs and expanding into new genres, with the flagship IP GX3 Online maintaining a stable user base [8][9] Market Data and Key Metrics Changes - The company is actively expanding into international markets, with the divestment of the new WPS international edition [7] - The online game business is experiencing challenges due to a high base from the previous year, impacting revenue growth [14] Company Strategy and Development Direction - The company is committed to increasing R&D investment in AI and collaboration, aiming to enhance product offerings across various office scenarios [10] - The online game business will focus on premier games and global expansion to strengthen its IP franchise [11] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth of the office software business, particularly with the integration of AI features [30][31] - The gaming industry is facing challenges, but management believes that with time and adjustments, new IPs can achieve success [28][49] Other Important Information - Research and development costs increased by 50% year-on-year, reflecting ongoing investments in AI and new game genres [15] - The company has a cash resource of RMB 25 billion as of June 30, 2025 [18] Q&A Session Summary Question: Performance of MetroBrick after its release and full-year revenue guidance for the gaming sector - Management noted that while initial feedback was positive, adjustments are being made based on player feedback to enhance the gaming experience [24][25] Question: Outlook for WPS office business in the second half of the year - Management is optimistic about maintaining growth rates similar to the first half, driven by AI enhancements [30][31] Question: Trends in active user base and ARPU for JX3 - Management acknowledged slight pressure on active users compared to last year but remains confident in long-term operations [34][35] Question: Differentiation of WPS AI agent from competitors - Management emphasized that their focus is on specific office scenarios, which sets them apart from competitors [39][40]

2025年上半年研发成本为16.82亿元，较上年同期增长16%。该增长主要由于金山办公集团的员工人数 增加、新游戏品类的外包开支增加以及AI相关开支增加。 于2025年上半年，实现收益46.45亿元，同比增加0.75%;毛利37.72亿元;股东应占溢利8.16亿元，同比增 加20.41%;每股基本盈利0.6元。 2025年上半年来自办公软件及服务业务的收益为26.57亿元，较上年同期增长10%。该增长主要是由于 金山办公集团的WPS个人及WPS365业务的增长。WPS个人业务的稳健增长主要归因于增强的产品力、 更好的用户体验以及优化的商业策略。WPS365业务的强劲增长主要归因于增强的产品力，优质的服 务，以及典型解决方案在行业和业务场景的复制及推广。 金山软件(03888)发布截至2025年6月30日止三个月及六个月业绩，于2025年第二季度，实现收益23.07亿 元(人民币，下同);毛利18.54亿元;股东应占溢利5.32亿元，同比增加35.36%;每股基本盈利0.39元。 公司董事长雷军先生表示："第二季度，我们围绕既定战略稳步推进核心业务，坚定布局未来。金山办 公集团以'AI、协作、国际化'为战略重点 ...

Group 1 - The core point of the article is that Jibite announced a cash dividend distribution plan for the first half of 2025, proposing to distribute 66 yuan (including tax) per 10 shares, totaling approximately 474 million yuan, which accounts for 73.46% of the net profit attributable to shareholders for the period [1] - As of June 30, 2025, the actual controller and chairman, Lu Hongyan, holds 29.72% of Jibite's shares, which means he is expected to receive approximately 141 million yuan (including tax) in cash dividends for the first half of 2025 [1] - Jibite has a strong history of cash dividends, with a cumulative cash dividend amounting to 6.489 billion yuan since its IPO in January 2017, which is 7.21 times the net proceeds from its initial public offering [1] Group 2 - Jibite's financial performance for the first half of 2025 shows a revenue of 2.518 billion yuan, representing a year-on-year increase of 28.49%, and a net profit of 645 million yuan, up 24.50% year-on-year [2] - However, when looking at the annual performance for 2024, Jibite experienced a decline in both revenue and net profit, with revenue of 3.696 billion yuan, down 11.69%, and net profit of 945 million yuan, down 16.02% [2]

Core Insights - Xiamen Gigabit Network Technology Co., Ltd. reported a strong performance in the first half of 2025, with revenue reaching 2.518 billion yuan, a year-on-year increase of 28.49% [1] - The net profit attributable to shareholders was 645 million yuan, up 24.50% year-on-year, while the net profit after deducting non-recurring gains and losses was 648 million yuan, reflecting a 40.02% increase [1] - The company announced a cash dividend of 66.00 yuan per 10 shares, totaling 474 million yuan, which represents 73.46% of the net profit for the first half of 2025 [2] Financial Performance - In Q2 2025, the company experienced a revenue growth rate of 33.9%, an increase of 10 percentage points compared to Q1 [2] - The net cash flow from operating activities was 1.077 billion yuan, showing a significant year-on-year growth of 81.18% [1] Dividend Policy - Gigabit has a history of being a "dividend heavyweight," having implemented 12 cash dividend distributions since its listing, with a total cash dividend amounting to 6.489 billion yuan since its IPO [3] - The upcoming dividend distribution will not involve capital reserve conversion into share capital or other forms of profit distribution [2] Game Development and Revenue Sources - The core revenue source remains the self-developed "Wandao" series, with "Wandao Mobile Game" contributing 1.071 billion yuan in revenue during the first half of 2025 [3] - New game launches, including "Wanjian Changsheng (Mainland Version)" and "Zhangjian Chuanqiao (Mainland Version)," have generated approximately 500 million yuan each by June 2025, becoming significant growth drivers [3] - Sales expenses increased by 55.7% to 837 million yuan due to high initial investment costs for new game releases [3] Company Overview - Founded in 2004, Xiamen Gigabit Network Technology Co., Ltd. primarily engages in internet and related services, with a registered capital of 720.411 million yuan [4] - The company was listed in 2017 and is controlled by Chairman Lu Hongyan, who holds 29.72% of the shares [4]