1月27日，顺网科技（300113.SZ）发布2025年度业绩预告显示，预计归属于上市公司股东的净利润达 3.6亿–4.3亿元，同比增长42.92%–70.71%；扣除非经常性损益后的净利润为2.8亿–3.2亿元，同比增长 28.35%–46.68%，核心盈利能力显著增强。 公告称，公司业绩增长主要得益于战略聚焦核心主业，持续强化产品研发与技术创新，推动高毛利业务 规模扩张，经营效率稳步提升；同时，经初步评估，本期无重大商誉减值风险，资产质量稳健。此外， 非经常性损益预计为8,000万–11,000万元，较上年同期3,372.19万元大幅增加，主要源于其他非流动金融 资产公允价值变动收益、理财产品收益及政府补助，对净利润形成有力支撑。 交流中，顺网科技表示，后续公司将凭借"ChinaJoy"在行业内的品牌和渠道优势，逐步强化IP的影响 力，专注于为年轻消费群体提供创新的品牌推广与产品体验服务，丰富内容多元化；此外也将进一步推 动与文创、游戏、动漫等头部IP 的业务合作，为品牌注入更多活力。 同时ChinaJoy积极拓展全球合作 网络，2025年12月，ChinaJoy国际版展区正式亮相BRIDGE2025峰会 ...

南财智讯1月30日电，顺网科技在投资者关系活动中表示，2025年12月正式发布"顺网电竞云电脑CITY 版"，该产品是针对5ms时延场景打造的云服务方案，可广泛适配酒店、商场、小区等各类数字消费场 景，并满足企业、学校等客户的智慧办公、教学等需求。 ...

证券代码：300113 证券简称：顺网科技 杭州顺网科技股份有限公司投资者关系活动记录表 | 投资者关系 活动类别 | 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 | | --- | --- | | | □新闻发布会 □路演活动 □现场参观 □其他 | | 参与单位名称 及人员姓名 | 广发证券、国海证券、开源证券、华创证券、招商证券、博时基金、 华安基金、平安基金、中信保诚基金、新华资管、长江资管、德睿 | | | 恒丰资管、青榕资管、星斗资管、杉树资管、宇诚私募基金、真科 | | | 私募基金、荣炜私募基金、翀云私募基金、赛富投资等机构及其相 | | | 关人员（以上排名不分先后） | | 会议日期 年 | 2026 年 01 月 14 日、2026 年 01 月 15 日、2026 年 01 月 20 日、2026 01 月 21 日、2026 年 01 月 28 日 | | 会议地点 | 公司会议室、线上电话会议 | | 上市公司接待 人员姓名 | 副总经理、董事会秘书 戎颂怡女士 | | 投资者关系活动 主要内容介绍 | 就公司业务发展情况，以及调研机构关心的问题进行了问答交流， 具体见 ...

Group 1: Core Business and Revenue Contribution - The company's main business includes significant contributions from online advertising value-added services, with digital marketing advertising revenue accounting for 79.23% and gaming revenue for 20.6% in the first half of 2025 [1] - The digital marketing advertising business enhances ad conversion efficiency through big data analysis, implementing a "one-to-one" advertising push model [1] - The company maintains a daily business cooperation with Douyin in internet advertising promotion, with Douyin Live serving as the official content cooperation platform for ChinaJoy [1] Group 2: Gaming Business and Technological Advancements - The company's gaming revenue primarily comes from mobile and PC game item consumption, with a focus on the asymmetric competitive card mobile game "Three Kingdoms: Hundred Generals Card" in 2026 [2] - The development of 5G technology supports cloud gaming, lowering user barriers and enhancing gaming experiences through a cloud gaming platform [2] - The company promotes the light asset transformation of internet cafes and esports hotels through a "rent instead of buy" model, integrating cloud gaming technology for seamless multi-terminal access [2] Group 3: Integration of Esports and AI - The launch of "Shunwang Esports Cloud Computer CITY Edition" extends cloud services from the esports sector to broader urban and digital consumption scenarios [3] - The company combines AI technology with products like "Network Maintenance Master" and "Internet Cafe Manager" to provide intelligent maintenance, security protection, and user profiling services [3] - The company has developed a computing power service platform that meets various intelligent computing needs, including cloud esports and AI model training [3] Group 4: Profit Forecast - Revenue projections for the company are estimated at 2.133 billion, 2.467 billion, and 2.707 billion yuan for 2025-2027, with net profits of 365 million, 459 million, and 575 million yuan respectively [4] - Earnings per share (EPS) are forecasted to be 0.53, 0.67, and 0.84 yuan for the same period, with corresponding price-to-earnings (PE) ratios of 37.9, 30.2, and 24.1 times [4] - The digital marketing advertising business remains promising under AI empowerment, with attention on new gaming products in 2026 and the integration of esports and AI to build a smart ecosystem [4]

Core Viewpoint - The conference highlighted the collaboration between Shunwang Technology and Intel, focusing on cloud service ecosystems and the application of all-optical networks and edge computing in the digital economy [1][2]. Group 1: Cloud Service Development - Shunwang Technology launched the "Shunwang E-sports Cloud Computer CITY version," designed for 5ms latency scenarios, which is a key component of the "Shunwang E-sports Cloud" matrix [1][2]. - The company has established a multi-latency cloud service system, including 1ms latency for professional e-sports, 15-30ms for general entertainment, and the CITY version targeting 5ms latency for digital consumption scenarios [1][2]. Group 2: Operational and Experience Enhancements - The CITY version emphasizes four capabilities: dedicated transmission channels for stability, unified cloud management for cost reduction, centralized data storage with security measures, and seamless integration with Shunwang's content ecosystem [2]. - The "Shunwang Family Bucket" integrated solution was introduced, addressing operational challenges in the internet café market by combining various products to enhance compatibility and efficiency [2]. Group 3: Strategic Partnerships and Future Outlook - Industry experts believe Shunwang Technology is accelerating its transformation by leveraging its long-standing presence in the internet café sector and collaborating with partners like Intel to enhance network and computing capabilities [2][3]. - The chairman of Shunwang Technology stated that the CITY version allows cloud services to be more accessible, indicating potential growth in various scenarios such as shopping malls and campuses [3].

Core Insights - The event on December 17 highlighted the collaboration between Shunwang Technology and Intel, focusing on cloud service advancements in the context of AI and computing power demand [1] - The Ministry of Industry and Information Technology (MIIT) initiated a project to establish a nationwide computing power network by 2027, aiming for millisecond-level response times [1] - Shunwang Technology is expanding its cloud service ecosystem, launching the "Shunwang eSports Cloud Computer CITY Version" designed for 5ms latency scenarios, which is part of its broader digital infrastructure strategy [2] Industry Developments - The MIIT's "millisecond computing" initiative is accelerating the construction of all-optical networks, which are essential for digital transformation across various industries [1] - The all-optical network is expected to enhance transmission speeds and convert distributed computing power into accessible productivity across sectors like entertainment, manufacturing, and education [1] - The market for computing power infrastructure in China is projected to exceed 2.8 trillion yuan in 2024, with a growth rate of 32.5%, and is expected to reach 3.6 trillion yuan by 2025, maintaining over 30% growth [3] Company Progress - Shunwang Technology has established over 300 node data centers across nearly 200 key cities, serving around 800,000 terminals with an operational computing capacity of 50,000 routes [3] - The launch of the "Shunwang eSports Cloud Computer CITY Version" is a significant step in extending cloud services from niche markets to broader applications, supporting various industries [2] - The company is developing a comprehensive service ecosystem, the "Shunwang Full Family Bucket," which integrates multiple products to enhance customer retention and generate stable recurring revenue [2]