每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 （记者 王瀚黎） 2025年1至6月份，神州泰岳的营业收入构成为：手机游戏业务占比75.53%，能源领域占比17.92%，电 信领域占比3.65%，金融领域占比2.77%，政府领域占比0.14%。 每经AI快讯，神州泰岳（SZ 300002，收盘价：14.49元）8月27日发布公告称，公司第九届第三次董事 会会议于2025年8月26日在公司会议室以现场结合通讯方式召开。会议审议了《关于 <公司2025年半年 度报告及其摘要> 的议案》等文件。 ...

Group 1 - The core point of the article highlights the stock performance of Blueport Interactive, which saw a 7.25% increase, reaching HKD 0.74 per share with a trading volume of HKD 1.25 million [1] - Blueport Interactive's primary business involves the development and publishing of online games, including self-developed and agency mobile games, web games, and client games, generating revenue through the sale of virtual goods and providing licensing and technical services [1] - The company has also invested in a third-party mobile game trading platform, "Tao Game," focusing on game account transactions [1] Group 2 - As of the 2024 annual report, Blueport Interactive reported total revenue of HKD 146 million and a net loss of HKD 29.03 million [2]

Core Viewpoint - The company, Beiwai Technology, has reported significant stock price fluctuations but asserts that there are no undisclosed major issues affecting its operations or stock price [2][3]. Group 1: Stock Performance - Beiwai Technology's stock price has increased by 91.18% year-to-date, with a notable surge since August 4, achieving seven out of eight trading days with price limits [3]. - From August 11 to 13, the stock experienced a cumulative price deviation exceeding 20%, indicating abnormal trading activity [2]. Group 2: Financial Performance - The company anticipates a revenue of between 19.2 million and 19.6 million yuan for the first half of the year, representing a year-on-year growth of 45.3% to 48.4% [3]. - The net profit attributable to shareholders is projected to be a loss of 2.65 million to 3.45 million yuan, contrasting with a profit of 10.6 million yuan in the same period last year [3]. - Basic earnings per share are expected to be a loss of 0.0047 to 0.0061 yuan, compared to a profit of 0.0189 yuan per share in the previous year [3]. Group 3: Business Operations - Beiwai Technology's main business includes IoT applications, mobile communication, mobile gaming, and the Beiwai mobile internet industrial park [3]. - The company is currently preparing its 2025 semi-annual report, scheduled for release on August 22, 2025 [3]. - The company has been optimizing its technology and service capabilities while increasing marketing efforts, which has led to a temporary net loss due to the accounting treatment of promotional expenses and stock compensation [3].

（以上内容为金融界基于公开消息，由程序或算法智能生成，不作为投资建议或交易依据。） 本文源自：金融界 行业估值方面，软件服务行业市盈率（TTM）平均值为-10.97倍，行业中值-2.69倍。新娱科控股市盈 率-3.44倍，行业排名第130位；其他驴迹科技（01745.HK）为3.66倍、京投交通科技（01522.HK）为 3.75倍、自动系统（00771.HK）为5.53倍、黄河实业（00318.HK）为5.75倍、禅游科技（02660.HK）为 6.38倍。 资料显示，新娱科控股有限公司为一家位于中国的综合游戏发行商及开发商,专注于在中国市场发行手 机游戏。公司致力于利用公司多年来在营运中获得的在手机游戏行业的经验及专业知识,连同对公司的 发行合作伙伴及游戏玩家的良好了解,为游戏玩家带来优质及互动游戏体验,以开发及发行高品质及精心 定制的手机游戏。 本集团于2014年首次开展业务,在中国从事电脑、电脑配件及电子产品销售,以及软件及网站的开发。公 司自2015年拓展公司的开发业务及开始开发手机游戏,并于2016年进一步打入手机游戏联合发行业务,第 三方发行商亦委聘公司作为联合发行商为第三方游戏开发商开发的手机 ...

Group 1 - The core issue highlighted is the growing problem of internet addiction among minors, driven by the pervasive use of smartphones and online games, leading to severe family conflicts and emotional distress [1][3][11] - Parents are increasingly seeking solutions for their children's internet addiction, including psychological support and complaints against gaming companies, but often overlook their own roles in the issue [4][10][15] - The emotional disconnect between parents and children is a common theme, with many children feeling neglected and turning to online games as an escape from their problems [10][14][26] Group 2 - Data indicates that the number of minor internet users in China has reached 196 million, with a penetration rate of 97.3%, highlighting the widespread nature of the issue [11] - The Tencent Minor Protection Camp has documented numerous cases of families struggling with internet addiction, revealing that a significant percentage of families experience poor communication and understanding regarding their children's online behavior [15][22] - The article emphasizes the need for a multi-faceted approach involving families, schools, and society to address the underlying issues of internet addiction among minors [26][27]

截至6月11日收盘，手机游戏概念上涨2.20%，位居概念板块涨幅第6，板块内，46股上涨，电魂网络涨 停，星辉娱乐、富春股份、ST赛为等涨幅居前，分别上涨13.43%、9.89%、7.30%。跌幅居前的有ST华 闻、万达电影、文投控股等，分别下跌1.15%、0.94%、0.80%。 | | ST中青 | | | | | | --- | --- | --- | --- | --- | --- | | 300052 | 宝 | 1.21 | 3.41 | 422.33 | 4.75 | | 300518 | 新迅达 | 1.75 | 3.04 | 345.62 | 4.25 | | 600373 | 中文传 | 0.37 | 0.82 | 343.12 | 2.88 | | | 媒 | | | | | | 603444 | 吉比特 | 3.98 | 2.72 | 299.50 | 0.57 | | 300710 | 万隆光 | -0.29 | 2.99 | 191.35 | 3.89 | | | 电 | | | | | | 688696 | 极米科 | 0.06 | 0.50 | 170.69 | 4.01 | ...

Group 1 - The mobile gaming sector saw a rise of 0.33%, leading among concept sectors, with 22 stocks increasing in value, including Kunlun Wanwei which hit a 20% limit up [1] - Notable gainers included Zongyi Co., Shengtong Co., and Youzu Network, which rose by 9.77%, 5.57%, and 5.49% respectively [1] - The sector experienced a net inflow of 1.28 billion yuan from major funds, with Kunlun Wanwei attracting the largest inflow of 1.278 billion yuan [1] Group 2 - In terms of fund inflow ratios, Kunlun Wanwei, Sheng Tian Network, and Zhongnan Culture led with net inflow rates of 23.76%, 12.65%, and 11.80% respectively [2] - The top stocks by fund inflow included Kunlun Wanwei with a daily increase of 20.01% and a turnover rate of 12.32% [2] - Other significant stocks included Tom Cat, Shenzhou Taiyue, and Shengtong Co., with respective net inflows of 158.39 million yuan, 95.44 million yuan, and 76.13 million yuan [2]

Group 1 - The report indicates that the Chinese gaming market size for Q1 2025 reached 857.04 billion yuan, representing a year-on-year growth of 17.99%, with the mobile gaming market accounting for 636.26 billion yuan [1] - The actual sales revenue of domestically developed games in overseas markets was 4.805 billion USD, showing a quarter-on-quarter decrease of 0.59% but a year-on-year increase of 17.92% [1] - A user survey highlighted that over half of the respondents believe "performance, touch control, and network" are key factors affecting mobile gaming experience, indicating a need for mobile manufacturers to standardize performance optimization [1] Group 2 - The initiative to establish three major standards for mobile gaming experience has received positive responses from the gaming industry chain [2] - Industry leaders emphasized the importance of hardware performance for gaming experience, with high refresh rates, AI computing power, and cooling technology being crucial for players [2] - OnePlus is working on a comprehensive chip-level gaming solution to enhance mobile gaming experience and promote the implementation of industry standards [2]

Core Insights - The report highlights the need for establishing industry standards for mobile game experience, focusing on key user pain points such as frame drops, network disconnections, and touch responsiveness [1] Industry Overview - The report is published by the Game Industry Committee and Gamma Data, marking a significant step in addressing mobile gaming experience [1] - It emphasizes the importance of mobile manufacturers optimizing device performance to enhance user experience [1] Recommendations - The report advocates for the creation of three major standards related to mobile game experience, which would serve as a reference for consumers when purchasing devices [1]