上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先 得！ 第一，放弃"一夜暴富"的想法，拥抱长期主义 。避免陷入"追题材、炒小票、加杠杆"三大致 命陷阱。 8月26日，A股三大指数集体低开，午后翻红。 板块方面， 人工智能、算力涨幅居前 。开普云、拓维信息、天融信等涨停。东方证券表示， 国内AI大模型频频取得突破、国产AI芯片、国产交换芯片性能持续提升，我国AI算力、AI应 用、国产交换芯片有望得到持续发展。投资者们对我国AI发展的信心亦有望持续提升。 游戏股逆势走强 ，三七互娱涨停，恺英网络、完美世界、巨人网络等跟涨。消息面上，国家 新闻出版署正式公布2025年8月游戏版号审批结果，共166款国产网络游戏和7款进口网络游戏 获批，单月总量达173款，刷新年内新高。 芯片股出现调整 ，芯原股份跌超7%，寒武纪跌超3%，云天励飞、海光信息等跟跌。 创新药小幅回调 ，济民健康、申联生物跌超3%。湘财证券指出，2025 年国内创新药产业迎来 拐点，产业运行趋势由资本驱动转向盈利驱动，在基本面及政策持续推动下，板块业绩与估值 双重修复趋势有望延续。 牛市投资者"生存指南" 在当前行 ...

今天上午，AI算力行情分化，寒武纪、胜宏科技、工业富联等龙头股调整，天孚通信大涨，剑桥科技涨停。 华为概念表现活跃，龙头股拓维信息（002261）开盘仅6分钟，股价就涨停，上午成交额为49.56亿元。游戏、农林牧渔、化工、美容护理等板块上涨。 临近午间收盘，半导体、消费电子、互联网金融板块发力，带动上证指数翻红。截至午间收盘，上证指数上涨0.11%，深证成指上涨0.73%，创业板指上 涨0.21%。 多只业绩向好股上涨 上市公司中报披露进入最密集阶段，昨日晚间，多只行业龙头股或人气股的中报业绩引发市场热议。 上午一开盘，华为概念股拓维信息直线拉升，用时6分钟，股价涨停。昨日晚间，拓维信息披露中报，公司上半年实现营业收入13.06亿元，同比下降 24.42%；归母净利润为7880.59万元，同比增长2262.83%。 游戏板块大涨 今天上午，游戏板块大涨，三七互娱涨停，冰川网络、恺英网络等个股大涨。 消息面上，8月25日，国家新闻出版署官网公布了2025年8月国产网络游戏审批信息，166款国产游戏获得版号。同时披露的进口网络游戏审批信息显示，8 月还有7款进口游戏获得版号。 此外，今年以来，行业政策红利不断。4 ...

国家新闻出版署公布2025年8月份进口网络游戏审批信息，8月共7款游戏获批。 （文章来源：第一财经） ...

掌趣科技最新股价为6.07元，较前一交易日上涨1.17%。数据显示，公司今日开盘价为6.00元，最高价 6.10元，最低价5.98元，成交额10.54亿元。 公司披露2025年半年度报告显示，上半年实现营业收入3.58亿元，同比下降23.44%；归属于上市公司股 东的净利润0.48亿元，同比下降65.58%。报告期内公司研发投入达1.34亿元，同比增长3.74%。公司正 积极推进《代号H》《代号S》等新品的研发和调优，并布局小游戏赛道。 风险提示：投资有风险，入市需谨慎。 2025年8月22日，掌趣科技主力资金净流出12783.70万元，占流通市值比为0.82%。近五日主力资金净流 出46637.68万元，占流通市值比为2.97%。 掌趣科技主营业务为网络游戏产品的开发、发行和运营。公司成立于2004年，2012年5月上市，曾推出 《全民奇迹》等多款游戏产品。目前公司运营游戏达19款，包括《一拳超人：最强之男》《拳皇98终极 之战OL》《全民奇迹2》等。 ...

今年上半年，掌趣科技实现营业收入3.58亿元，同比下降23.44%；归属于上市公司股东的净利润0.48亿 元，同比下降65.58%；扣非净利润0.50亿元；同比下降57.72%。 结合掌趣科技一季报可以看出，2025第二季度公司实现营收1.96亿元，同比下降7.54%，环比上涨 20.93%；净利润0.20亿元，环比下降28.48%，同比下降76.02%。换而言之，掌趣科技第二季度业绩不仅 与去年同期出现下滑，而且与今年第一季度相比，陷入了增收不增利的情况。 | | 本报告期 | 上年同期 | 本报告期比上年同期增减 | | --- | --- | --- | --- | | 营业收入(元) | 358.007.707.92 | 467.623.638.57 | -23.44% | | 归属于上市公司股东的净利润(元) | 47,787,269.44 | 138.853.898.70 | -65.58% | | 归属于上市公司股东的扣除非经常性损 益的净利润(元) | 50.316.130.34 | 119,011,205.52 | -57.72% | | 经营活动产生的现金流量净额(元) | -25,873 ...

Core Viewpoint - The A-share market has shown significant upward movement, with the Shanghai Composite Index surpassing 3800 points and the Sci-Tech Innovation 50 Index rising over 8%, marking a three-year high. Key sectors such as computing power, semiconductors, and securities have led the gains, with notable stocks like Cambrian and CloudWalk hitting their daily limits [1][2]. Group 1: Market Performance - On August 22, the A-share market experienced a strong rally, with the Shanghai Composite Index reaching above 3800 points and the Sci-Tech Innovation 50 Index increasing by over 8% [1]. - The computing power sector saw a broad surge, with stocks like CloudWalk hitting their daily limit, while semiconductor and securities sectors also performed well [1][2]. Group 2: Dividend Announcements - As of August 21, over 200 A-share companies have announced mid-term dividend plans, totaling over 130 billion yuan, with 14 companies planning dividends exceeding 1 billion yuan [3][5]. - China Mobile leads with a proposed dividend of 54.083 billion yuan, followed by China Telecom at 16.581 billion yuan, and China Petroleum at 10.67 billion yuan [5][6]. Group 3: High Dividend Companies - Notably, 15 companies have announced dividend ratios exceeding 100%, with Shuoshi Biological's ratio reaching an extraordinary 7142.28%, despite a net profit of only 399 million yuan [11][12]. - Companies like Jibite and Fuyou Glass have also reported significant dividends, with Jibite proposing a cash dividend of 66 yuan per 10 shares, amounting to 4.74 billion yuan [6][7]. Group 4: Dividend Yield - As of August 21, 60 companies have a dividend yield exceeding 3%, with 20 companies yielding over 5%. Notably, Thinking Control has a yield of over 10% [13][14]. - The dividend yield reflects the company's profitability and cash flow stability, indicating a potential for sustainable dividends [15].

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]

Core Viewpoint - The article highlights the strong financial performance of Jibite in the first half of 2025, driven by new product launches and sustained operations of classic IP games, alongside a significant cash dividend proposal for shareholders [3][6]. Financial Performance - In the first half of 2025, Jibite achieved operating revenue of 2.518 billion yuan, representing a year-on-year growth of 28.49% [3]. - The net profit attributable to shareholders reached 645 million yuan, with a year-on-year increase of 24.50% [3]. - The net cash flow from operating activities was 1.077 billion yuan, showing a substantial growth of 81.18% year-on-year [3]. - The company proposed a cash dividend of 66 yuan per 10 shares (including tax), totaling approximately 474 million yuan, which accounts for 73.46% of the net profit for the period [3]. Product Development and Performance - Jibite focuses on the research and operation of online games, with two self-developed new products, "Zhang Jian Chuan Shuo" and "Wen Jian Chang Sheng," launched in the first half of 2025, contributing to significant revenue and profit growth [6]. - The company continues to iterate on several classic IP games, enhancing player experience and solidifying long-term development [6]. - The game "Wen Dao" has been in operation for over 19 years, demonstrating its enduring appeal, while "Wen Dao Mobile" has been providing rich content for players for 9 years [6]. Future Strategy - Jibite plans to maintain its investment in research and development, focusing on three types of projects: commercially successful and engaging projects, projects that are fun but may break even or incur small losses, and technology exploration projects [8]. - The company aims to concentrate resources on core product operations and user services to enhance operational efficiency [8]. - Jibite is set to launch "Wen Jian Chang Sheng" globally in the second half of the year, with additional plans for a Three Kingdoms-themed SLG mobile game "Jiu Mu Zhi Ye," which has already obtained a license and is undergoing testing [8]. - Since its IPO in 2017, Jibite has distributed a total of 6.489 billion yuan in cash dividends, which is 7.21 times the net amount raised from the IPO [8].

Core Viewpoint - Jibite's half-year report for 2025 shows significant growth in revenue and profit, driven by new game releases and strong cash flow, alongside a substantial dividend distribution to shareholders [3][4][8]. Financial Performance - In the first half of 2025, Jibite achieved operating revenue of 2.518 billion yuan, a year-on-year increase of 28.49% - The net profit attributable to shareholders was 645 million yuan, reflecting a growth of 24.50% - The net cash flow from operating activities reached 1.077 billion yuan, up by 81.18% [3]. Dividend Distribution - Jibite plans to distribute a cash dividend of 66 yuan per 10 shares (tax included), totaling approximately 474 million yuan, which represents 73.46% of the net profit for the period - Since its listing in 2017, the company has distributed over 6 billion yuan in dividends, with a notable single dividend of 160 yuan per 10 shares in 2021 [3][8]. Product Development and Strategy - The company launched two self-developed games, "Zhang Jian Chuan Shuo" and "Wen Jian Chang Sheng," in the first half of 2025, contributing to revenue and profit growth - Classic IP games continue to be updated, enhancing player experience and supporting long-term growth [4][6]. - Future R&D investments will focus on three project categories: commercially successful projects, projects that are fun but may not be profitable, and technology exploration projects [7]. Operational Efficiency - Jibite's self-operated platform, Thunder Games, has effectively supported the performance of both self-developed and agency products through accumulated operational capabilities [6]. - The company aims to concentrate resources on core product operations and user services to enhance operational efficiency [7]. Market Position - As of August 19, 2025, Jibite's stock closed at 382.90 yuan per share, with a total market capitalization of 27.6 billion yuan [9][10].