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Ultrapower (300002.SZ) 2025 Annual Profit Distribution: RMB 0.60 per 10 shares
Gelonghui, June 9 — Ultrapower Software Co., Ltd. (SZSE: 300002) announced its 2025 annual profit distribution implementation notice. The profit distribution plan approved by the 2025 annual shareholders’ meeting is as follows: based on the company's total share capital of 1,967,173,866 shares, a cash dividend of RMB 0.6 per 10 shares (tax inclusive) will be distributed to all shareholders, amounting to a total of RMB 118,030,431.96. No capital reserve conversion into additional share capital or bonus shares will be carried out for this fiscal year. The record date for this profit distribution is June 16, 2026, and the ex-dividend date is June 17, 2026.
Amid a flurry of new game releases during the summer season, ChinaAMC Gaming ETF (159869), the largest gaming ETF by scale, rose 1.5%, attracting net subscriptions of 9 million shares during the trading session. Analysts express optimism regarding opportu
Gelonghui, June 5 | The A-share gaming sector rebounded strongly, with constituent stocks Glacier Network and Fuchun Holdings rising over 5%, and 37 Interactive Entertainment gaining 3%, driving the ChinaAMC Gaming ETF (159869) up by 1.53%. The ETF saw net subscriptions of 9 million units during the trading session. From May 11 to ****e ETF had cumulatively declined nearly 18%. Today’s sector rally results from a confluence of fundamental improvements, policy support, and industry trends. ① Strong earnings underpin performance: In the first quarter of 2026, the gaming sector reported revenue of RMB 32.155 billion, up 20.34% year-over-year; net profit attributable to shareholders surged 54.32% year-over-year to RMB 5.3
Hualong Securities: Media sector earnings to fully recover in 2025, with a temporary pullback in Q1 2026
In 2025, the gaming sector experienced explosive growth, achieving revenue of RMB 114.919 billion, an increase of 23.00% year-over-year; attributable net profit reached RMB 13.684 billion, surging by 222.15% year-over-year. This growth was primarily driven by optimized product mix, improved cost control, and alleviated impairment pressures.
The rotation of AI applications, coupled with favorable policy support, has driven the ChinaAMC Media ETF (516190) up by 2%. The largest ChinaAMC Gaming ETF (159869) has attracted over 500 million yuan in investment over the past 20 days.
Gelonghui, May 19 | At the opening of trading today, the AI hardware sector experienced a broad-based pullback, while the AI application sector showed strong activity. The media and gaming sectors led the gains, with Huaxia Media ETF (516190) rising 1.99%, and its real-time turnover rate reaching 9.73%. Huaxia Gaming ETF (159869) increased by 1.36%, with a trading volume of 236 million yuan, and an accumulated inflow of 523 million yuan over the past 20 days. The strength of the sector today was driven by multiple positive factors: First, the performance and product results of industry leaders were impressive. Tencent's Q1 2026 financial report showed that its domestic and international gaming revenues grew by 6% and 13% year-on-year, respectively.
Shenzhou Ta Yue (300002): Concludes 25 years under pressure, 1Q26 revenue turns positive; awaiting new gaming cycle and AI cloud inflection point.
The company reported revenue of 5.82 billion in 25 years, a year-over-year decrease of 10%; net profit attributable to shareholders of 800 million, a year-over-year decrease of 44%; and non-GAAP net profit of 820 million, a year-over-year decrease of 28%. In the first quarter of 26, revenue reached 1.4 billion, a year-over-year increase of 6%.
Performance exceeded market expectations, driving gains in gaming ETFs.
The gaming sector experienced an upward trend, with the Huatai Bai Rui Gaming ETF, Huaxia Gaming ETF, and Guotai Gaming ETF all rising by over 1%. The gaming ETFs track the CSI Animation and Gaming Index, which includes leading A-share gaming companies such as Jibit, Kaiying Network, Giant Network, Sanqi Interactive Entertainment, and Shenzhou Tailog. The index focuses on industry leaders in the A-share IP gaming sector, such as光线传媒, known for high elasticity and growth potential. By 2025, the A-share gaming sector is projected to achieve revenue of 106.721 billion yuan, representing a year-on-year increase of 21.6%, with attributable net profit reaching 15.277 billion yuan, up 161.5% year-on-year, and non-GAAP attributable net profit amounting to 14.76 billion yuan, marking a year-on-year increase of 14%.