Core Viewpoint - Jibite (603444.SH) expects a significant increase in net profit for the fiscal year 2025, projecting a net profit attributable to shareholders of between 1.69 billion and 1.86 billion yuan, representing a year-on-year increase of 74.5 million to 91.5 million yuan, or a growth of 79% to 97% compared to the previous year [1] Financial Performance - The projected net profit for 2025 is between 1.69 billion and 1.86 billion yuan [1] - This represents an increase of 74.5 million to 91.5 million yuan compared to the previous year [1] - The year-on-year growth rate is estimated to be between 79% and 97% [1] Product Contribution - The increase in net profit is primarily attributed to new product launches in 2025, including "Legend of the Staff (Mainland Version)", "Sword Seeking Longevity (Mainland Version)", "Legend of the Staff (Overseas Version)", and "Friends Come to Dig Treasure" [1] - These new products are expected to contribute incremental profits to the company [1]

（记者 王晓波） 每经头条（nbdtoutiao）——从极寒测试到万套装车！半固态电池今年有望搭载多款新车：各大厂商摩 拳擦掌，动力电池技术迎来迭代年 每经AI快讯，吉比特1月28日晚间发布业绩预告，预计2025年度实现归属于上市公司股东的净利润16.9 亿元~18.6亿元，与上年同期相比，将增加约7.45亿元~9.15亿元，同比增加79%~97%。业绩变动主要原 因是，2025年度归属于上市公司股东的净利润和归属于上市公司股东的扣除非经常性损益的净利润均较 2024年度同比增加，主要系2025年上线的《杖剑传说（大陆版）》《问剑长生（大陆版）》《杖剑传说 （境外版）》《道友来挖宝》等新产品贡献增量利润。 ...

厦门吉比特网络技术股份有限公司 证券代码：603444 证券简称：吉比特 公告编号：2026- 001 2025 年年度业绩预增公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 本期业绩预告的具体适用情形：公司实现盈利，且净利润与上年同期相比上 升 50%以上。 本期业绩预告相关的主要财务数据情况：经财务部门初步测算，预计 2025 年度实现归属于上市公司股东的净利润 169,000 万元到 186,000 万元，与上年同期相 比，将增加 74,508 万元到 91,508 万元，同比增加 79%到 97%。 预计 2025 年度实现归属于上市公司股东的扣除非经常性损益的净利润 165,000 万元到 180,000 万元，与上年同期相比，将增加 77,283 万元到 92,283 万元，同比增 加 88%到 105%。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日 （二）业绩预告情况 经财务部门初步测算，预计 2025 年度实现归属于上市公司股 ...

2025年度归属于上市公司股东的净利润和归属于上市公司股东的扣除非经常性损益的净利润均较2024年 度同比增加，主要系2025年上线的《杖剑传说（大陆版）》《问剑长生（大陆版）》《杖剑传说（境外 版）》《道友来挖宝》等新产品贡献增量利润。 格隆汇1月28日丨吉比特(603444.SH)公布，经财务部门初步测算，预计2025年度实现归属于上市公司股 东的净利润16.9亿元到18.6亿元，同比增加79%到97%。预计2025年度实现归属于上市公司股东的扣除 非经常性损益的净利润16.5亿元到18亿元，同比增加88%到105%。 ...

格隆汇1月28日｜吉比特公告，预计2025年度实现归属于上市公司股东的净利润169,000万元到186,000万 元，与上年同期相比，将增加74,508万元到91,508万元，同比增加79%到97%。2025年度归属于上市公 司股东的净利润和归属于上市公司股东的扣除非经常性损益的净利润均较2024年度同比增加，主要系 2025年上线的《杖剑传说（大陆版）》《问剑长生（大陆版）》《杖剑传说（境外版）》《道友来挖 宝》等新产品贡献增量利润。 ...

南财智讯1月28日电，吉比特公告，预计2025年全年归属于上市公司股东的净利润为16.90亿元—18.60亿 元，同比预增79.00%—97.00%；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润为 16.50亿元—18.00亿元，同比预增88.00%—105.00%；主要变动原因为：2025年度归属于上市公司股东 的净利润和归属于上市公司股东的扣除非经常性损益的净利润均较2024年度同比增加，主要系2025年上 线的《杖剑传说（大陆版）》《问剑长生（大陆版）》《杖剑传说（境外版）》《道友来挖宝》等新产 品贡献增量利润。 ...

每经AI快讯，1月28日，吉比特（603444）(603444.SH)公告称，吉比特预计2025年度归属于上市公司股 东的净利润为16.90亿元至18.60亿元，同比增加79%到97%。 ...

Core Viewpoint - The company, G-bits (603444), emphasizes its commitment to the long-term development and operation of online games, focusing on product iteration and enhancing user experience [1] Group 1: Product Development and Strategy - The company plans to continuously iterate and update existing products to enrich game content and improve core user experience [1] - There is a focus on the long-term operation of core products while steadily advancing the development of new products [1] - The company aims to increase the density of talent in core projects to strengthen its research and development capabilities [1] Group 2: Financial Performance and Market Behavior - The specific financial performance for the year 2026 is difficult to predict, and stakeholders are advised to refer to future periodic reports for accurate information [1] - The stock price fluctuations in the secondary market are influenced by various factors, and investors are cautioned to be aware of investment risks [1]

Investment Rating - The report maintains an "Outperform" rating for the media industry, indicating an expected increase of over 10% relative to the CSI 300 index in the next six months [1][37]. Core Insights - The report highlights a decrease in the allocation of public funds to media sector heavyweights, with a total market value of 40.569 billion yuan at the end of Q4 2025, down 31.70% from Q3 2025 [6][10]. - The gaming sector continues to see increased allocation, with a market value of 30.206 billion yuan, representing 74.46% of the total media sector allocation, marking a 1.14 percentage point increase [11][15]. - The report notes a concentration of investments in top gaming companies, with eight out of the top ten heavyweights being gaming firms, reflecting a strong institutional focus on this segment [20][21]. Summary by Sections Heavyweight Stock Allocation - The allocation of public funds to media heavyweight stocks has decreased, with a total market value of 40.569 billion yuan, down 18.825 billion yuan from Q3 2025, resulting in a 31.70% decline [6][10]. - The allocation ratio for media heavyweights is approximately 1.22%, down 0.56 percentage points from the previous quarter [10][11]. Gaming Sector Performance - The gaming sector's market value stands at 30.206 billion yuan, accounting for 74.46% of the total media sector allocation, with a 40.09% overweight ratio, the highest recorded [11][15]. - The top three sectors by market value are gaming, advertising, and film exhibition, with gaming showing the most significant allocation increase [11][15]. Individual Company Insights - The top ten media heavyweights include companies like Giant Network, Century Huatong, and Kaineng Network, with gaming companies dominating the list [20][23]. - Notable changes in the top ten include Mango Super Media dropping out and Kunlun Wanwei entering the list [20][21]. Hong Kong Stock Preferences - In the Hong Kong market, Tencent Holdings remains the largest heavyweight with a market value of 94.525 billion yuan, despite a decrease of 12.287 billion yuan [33][34]. - Meituan and Damai Entertainment have shown significant increases in both market value and the number of funds holding their stocks [33][34]. Investment Recommendations - The report suggests focusing on high-growth segments such as AI applications and gaming, which are expected to benefit from favorable policies and strong market demand [35][36]. - Recommended companies for investment include 37 Interactive Entertainment, Perfect World, Kaineng Network, and others [35][36].

Investment Rating - The report maintains an "Outperform" rating for the media industry, indicating an expected increase of over 10% relative to the CSI 300 index in the next six months [1][37]. Core Insights - The report highlights a decrease in the allocation of public funds to media sector heavyweights, with a total market value of 40.569 billion yuan at the end of Q4 2025, down 31.70% from Q3 2025 [6][10]. - The gaming sector continues to see increased allocation, with a market value of 30.206 billion yuan, representing 74.46% of the total media sector allocation, marking a 1.14 percentage point increase [11][15]. - The report notes a concentration of investment in top gaming companies, with eight out of the top ten heavyweights being gaming firms, reflecting a high level of institutional interest [20][21]. Summary by Sections Heavyweight Stock Allocation - The allocation of public funds to media heavyweights has decreased, with a total market value of 40.569 billion yuan, down 188.25 billion yuan from Q3 2025, resulting in a 31.70% decline [6][10]. - The allocation ratio for the media sector is approximately 1.22%, down 0.56 percentage points from the previous quarter [10][11]. Gaming Sector Performance - The gaming sector's market value is 30.206 billion yuan, accounting for 74.46% of the total media allocation, with a 40.09% over-allocation ratio, the highest recorded [11][15]. - The top three heavyweights in the media sector are gaming, advertising, and film exhibition, with the gaming sector showing the most significant over-allocation [11][15]. Individual Company Focus - The top ten heavyweights in the media sector include major gaming companies such as Giant Network, Century Huatong, and Kaineng Network, with a notable shift in rankings from Q3 2025 [20][23]. - The report indicates a divergence in individual stock allocations, with some previously high-performing companies seeing reduced allocations, possibly due to profit-taking [35][36]. Investment Recommendations - The report suggests focusing on high-growth segments such as AI applications and gaming, which are expected to benefit from favorable policies and upcoming product launches in 2026 [35][36]. - Recommended companies for investment include 37 Interactive Entertainment, Perfect World, Kaineng Network, and others [35][36].