宝通科技所属申万行业为：传媒-游戏Ⅱ-游戏Ⅲ。所属概念板块包括：手游、网络游戏、云游戏、元宇 宙概念、虚拟数字人等。 截至9月30日，宝通科技股东户数5.70万，较上期减少8.91%；人均流通股6171股，较上期增加9.78%。 2025年1月-9月，宝通科技实现营业收入24.57亿元，同比增长0.37%；归母净利润2.09亿元，同比减少 12.16%。 分红方面，宝通科技A股上市后累计派现5.49亿元。近三年，累计派现6662.61万元。 机构持仓方面，截止2025年9月30日，宝通科技十大流通股东中，华夏中证动漫游戏ETF（159869）位 居第二大流通股东，持股963.36万股，相比上期增加163.52万股。香港中央结算有限公司位居第三大流 通股东，持股334.42万股，相比上期增加40.87万股。南方中证1000ETF（512100）位居第四大流通股 东，持股306.07万股，相比上期减少1.81万股。国泰中证动漫游戏ETF（516010）位居第五大流通股 东，持股267.71万股，相比上期增加26.17万股。华商润丰混合A（003598）位居第六大流通股东，持股 200.77万股，相比上期减少1.9 ...

宝通科技所属申万行业为：传媒-游戏Ⅱ-游戏Ⅲ。所属概念板块包括：脸书概念、数字经济、虚拟数字 人、百度概念、人工智能等。 截至6月30日，宝通科技股东户数6.26万，较上期减少10.40%；人均流通股5621股，较上期增加 11.61%。2025年1月-6月，宝通科技实现营业收入16.07亿元，同比减少6.32%；归母净利润1.40亿元，同 比减少26.73%。 分红方面，宝通科技A股上市后累计派现5.49亿元。近三年，累计派现6662.61万元。 机构持仓方面，截止2025年6月30日，宝通科技十大流通股东中，华夏中证动漫游戏ETF（159869）位 居第二大流通股东，持股799.83万股，相比上期增加156.18万股。南方中证1000ETF（512100）位居第 三大流通股东，持股307.88万股，相比上期增加60.01万股。香港中央结算有限公司位居第四大流通股 东，持股293.56万股，相比上期减少558.69万股。国泰中证动漫游戏ETF（516010）位居第五大流通股 东，持股241.54万股，相比上期增加55.11万股。华商润丰混合A（003598）位居第八大流通股东，持股 202.67万股，相比上 ...

Core Insights - In 2024, the company achieved operating revenue of 3.302 billion yuan, a year-over-year decrease of 9.67%, and a net profit attributable to shareholders of 210 million yuan, a year-over-year increase of 97.93% [1] - The company plans to distribute a cash dividend of 1 yuan (including tax) for every 10 shares to all shareholders in 2024 [1] Group 1: Financial Performance - In Q1 2025, the company reported operating revenue of 759 million yuan, a year-over-year decrease of 9.62% and a quarter-over-quarter decrease of 11.18% [1] - The net profit attributable to shareholders in Q1 2025 was 55 million yuan, a year-over-year decrease of 36.47% [1] - The company experienced a net profit of -28 million yuan in Q4 2024, while the non-recurring net profit was 59 million yuan, a year-over-year decrease of 40.59% [1][2] Group 2: Business Segments - The industrial internet segment generated revenue of 1.866 billion yuan in 2024, a year-over-year decrease of 8.10%, with a gross margin of 25.26% [3] - The smart conveyor digital product manufacturing revenue was 1.392 billion yuan, a year-over-year decrease of 16.59%, while the smart conveyor system service revenue was 473 million yuan, a year-over-year increase of 31.15% [3] - The mobile internet segment reported revenue of 1.436 billion yuan in 2024, a year-over-year decrease of 11.63%, with a gross margin of 54.60% [4] Group 3: Future Outlook - The company is optimistic about the upcoming release of new games, including titles based on popular IPs from Japan and South Korea, which are expected to contribute to revenue growth [4] - The company has adjusted its earnings forecasts for 2025-2027, expecting EPS of 0.73, 0.93, and 1.12 yuan respectively, with corresponding PE ratios of 31, 24, and 20 times [4]