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摘帽“ST”后,凯撒文化能否抓住游戏业新“黄金十年”?
Sou Hu Cai Jing· 2025-12-10 12:21
【大河财立方 记者 王宇】12月9日晚间,ST凯文公告,公司股票将于12月10日停牌一天,12月11日起复牌并撤销其他风险警示。复牌后,股票简称将变更 为"凯撒文化",日涨跌幅限制由5%恢复至10%。 "这场历时一年多的合规整改终迎收官,且游戏行业大环境可能进入新'黄金十年',这都成为凯撒文化摘帽的利好。但仅仅'摘帽',没有足够好的业绩来支 撑,修复市场信任将是一个长期工程。"12月10日,游戏产业分析师张书乐在接受大河财立方记者采访时说。 历时一年整改过关,"摘帽"只是第一步 根据《深圳证券交易所股票上市规则》的相关规定,被实施其他风险警示的公司要申请撤销,需满足两大条件。 2024年9月17日,凯撒文化公告表示,公司于9月13日收到广东证监局出具的《行政处罚事先告知书》。 告知书显示,经广东证监局查明,2021年,凯撒文化为减少应收款坏账损失,通过资金流转方式虚增利润1524.67万元,占当期披露利润总额的15.55%,致 其2021年年度报告存在虚假记载。 彼时,广东证监局合计对凯撒文化及当事人合计处罚了1300万元。除罚款之外,凯撒文化公司股票被实施其他风险警示,公司股票简称由"凯撒文化"变更 为"S ...
调研速递|凯撒文化接受投资者网上集体调研,透露多款游戏上线计划及经营要点
Xin Lang Cai Jing· 2025-09-19 11:25
Group 1 - The company held an online investor meeting to address concerns regarding its operations, product launches, and financial status [1] - Several upcoming games are set to launch, including "The World of the Sky," "All-Star Awakening," and "Ultraman: The Light Warrior," with Tencent and Chao Xi Guang Nian as publishers [2] - The sale of investment properties aims to optimize the asset structure without changing the main business focus, and the properties have not yet been sold [3] Group 2 - The company raised 800 million for game development, with cumulative returns of 181.61 million as of the first half of 2025, and no losses have been recognized for unlaunched projects [4] - The overseas market has become a significant revenue component, with products like "Romance of the Three Kingdoms 2017" and "Saint Seiya: Awakening" generating stable income in Japan and South Korea [5] - Despite operational pressures, the company reported positive revenue growth year-on-year, and plans to expedite game launches to meet annual targets [6]
ST凯文(002425) - 2025年9月19日投资者关系活动记录表
2025-09-19 10:20
Product Development and Launch - The company plans to launch several new products, including "Zhetian World," "All-Star Awakening," and "Ultraman: Warrior of Light," with specific release dates to be announced by Tencent [1][4] - "One Piece: Gathering" is also set to be released, with the launch date dependent on the publisher [3] Financial Performance and Goals - As of the 2025 mid-year report, the company has generated a total revenue of 181.61 million from its fundraising projects, with no losses recorded from projects that failed to launch [5] - The company aims for a revenue growth rate of no less than 20% based on 2024 figures, with a target gross profit of at least 10 million for 2025 [7] Market Expansion - The overseas market has become a significant revenue source, with successful products in regions such as Japan, South Korea, and Southeast Asia [6] - The company’s mission is to maintain its position as a leading interactive entertainment platform, while its vision focuses on creating a trusted brand and limitless interactive experiences [2] Stock and Corporate Governance - The company is addressing stock price volatility through improved management and strategic initiatives, aiming for a better understanding of its value in the capital market [7] - The CEO's acquisition of company shares is progressing normally, funded by personal or self-raised capital, pending compliance review by the Shenzhen Stock Exchange [10] Asset Management - The company has a goodwill of 1.391 billion, which will be tested for impairment as per regulatory requirements [9] - The sale of investment properties is aimed at optimizing the asset structure without altering the main business focus [1]