中国音像与数字出版协会理事长孙寿山在大会上表示，当前游戏产业正处于品质升级与格局重塑的关键 节点，呈现全球游戏产业热度显著提升、精品化发展成为全球共识、游戏经济持续拓展其广度与深度、 人才教育注重产学研协同四大良好态势，与此同时，科技赋能、文化引领、责任治理也正在成为全球游 戏产业的新发展底色。 报告显示，2025年国内游戏市场实际销售收入达3507.89亿元，同比增长7.68%；用户规模突破6.83亿， 同比增长1.35%。 过去一年，游戏产业持续繁荣，中国游戏在全球的影响力越来越大。 12月19日，中国音像与数字出版协会第一副理事长、游戏工委主任委员张毅君在2025年度游戏产业年会 上发布《2025年中国游戏产业报告》（以下简称"报告"）。报告显示，2025年国内游戏市场实际销售收 入达3507.89亿元，同比增长7.68%；用户规模突破6.83亿，同比增长1.35%，两项核心指标双双创下历 史新高。 此外在全球市场出现了越来越多的中国游戏，正在以高品质的产品吸引全球玩家，出海不再是热词，而 成为了游戏厂商必须布局的业务。 同时，2026年游戏市场依旧有着强劲的增长空间，张毅君预测，2026年小程序游戏继 ...

Core Insights - The "Qingtian Rental" platform aims to empower the robot rental industry by creating a standardized and scalable ecosystem, facilitating value co-creation across the entire supply chain [1][2][6] Group 1: Industry Development - The robot rental industry is transitioning from fragmented services to an ecosystem-based approach, driven by the need for standardized and scalable development [2] - The "Qingtian Rental" platform is designed to connect users, rental companies, content developers, and equipment manufacturers, thereby enhancing the overall value of the robot rental industry and defining a new era of RaaS (Robot as a Service) [2][3] Group 2: Strategic Plans - The "Qingtian Rental 1234 Strategic Plan" aims to achieve partnerships with over 10 manufacturers, 200 premium service rental companies, 3,000 content creators, and 400,000 rental customers by 2026 [3] - The platform emphasizes the importance of collaboration among industry stakeholders to unlock the potential of intelligent robots across various sectors [3] Group 3: Innovative Rental Mechanism - The platform introduces a convenient rental model similar to shared charging stations, addressing high operational costs, complex collaboration chains, and content homogenization in the current robot rental market [3][4] - "Qingtian Rental" connects users, merchants, and creators, providing operational support and facilitating direct orders for robot rentals [4] Group 4: Nationwide Coverage and Growth Strategies - The platform has established a rental network covering 50 key cities in China, with plans to expand to over 200 cities by 2026, ensuring nationwide delivery capabilities for robot services [4] - User growth and merchant incentive policies will be gradually introduced to stimulate demand and enhance the platform's ecosystem [4] Group 5: Industry Confidence and Collaboration - The summit featured various industry representatives sharing successful applications of robots, highlighting the transformative impact on service experiences and operational efficiency [5] - The successful launch of the "Qingtian Rental" platform marks the beginning of a collaborative and win-win industry ecosystem, injecting confidence into the robot rental sector [6]

IPO Review and Registration Progress - Six companies passed the IPO review last week, including 尚水智能, 固德电材, and others, with a focus on sustainable growth and market demand [2][3] - 尚水智能 reported revenue of 567 million yuan and net profit of 122 million yuan for the first three quarters of 2025, with BYD as its largest customer [2] - 固德电材 achieved revenue of 750 million yuan, up 18.81%, and net profit of 118 million yuan, up 2.52% [2] - 电科蓝天's revenue was 1.708 billion yuan with a net profit of 113 million yuan, focusing on commercial aerospace power supply [3] - 创达新材 plans to raise 300 million yuan for production line construction and working capital, reporting revenue of 323 million yuan and net profit of 53 million yuan [3] - 赛英电子's revenue was 438 million yuan with a net profit of 70 million yuan, facing scrutiny over the qualifications of its independent director [3] - 长裕集团 reported revenue of 1.321 billion yuan and net profit of 175 million yuan, with concerns over potential profit margin declines [4] Upcoming IPOs and New Listings - Nine companies are set to undergo IPO reviews this week, including 大普微, which is notable for being the first unprofitable company to apply for the创业板 [5][6] - 大普微 reported revenues of 962 million yuan and 1.264 billion yuan for 2024 and the first three quarters of 2025, respectively, with a net loss of 191 million yuan [6] - 视涯科技, another unprofitable company, achieved revenue of 293 million yuan, up 54.67%, but reported a net loss of 167 million yuan [7] - 三瑞智能's revenue grew from 362 million yuan in 2022 to 831 million yuan in 2024, with a net profit of 318 million yuan for the first three quarters of 2025 [7] - Five IPO applications were accepted last week, including 绿控传动, which aims to raise 1.58 billion yuan for electric vehicle drive systems [8] - 粤芯半导体, another unprofitable company, plans to raise 7.5 billion yuan, reporting revenues of 1.545 billion yuan in 2022 and a net loss of 1.043 billion yuan [10] New Stock Subscriptions and Market Performance - Three new stocks are scheduled for listing this week, including 纳百川, which focuses on thermal management for electric vehicles [12] - 沐曦股份, known as the "second domestic GPU stock," saw a significant first-day increase of 692.95% after listing [13] - Upcoming subscriptions include 陕西旅游 and 新广益, with expected revenues of 951 million to 1.117 billion yuan and 657 million yuan, respectively, for 2025 [14][15]

因工作职务变动，王甜甜将不再担任证券事务代表职务。公司第三届董事会第十一次会议审议通过《关 于聘任证券事务代表的议案》，同意聘任曹铭楚为公司证券事务代表，协助董事会秘书履行工作职责， 任期为本次董事会审议通过之日起至第三届董事会届满之日止。 （企业公告） 经总经理提名、公司董事会提名委员会审查，并提交公司第三届董事会第十一次会议审议通过《关于聘 任公司副总经理的议案》，同意聘任姚旌江为公司副总经理，任职期限自董事会审议通过之日起至第三 届董事会任期届满之日止。 为保证董事会工作顺利开展，经董事长提名、公司董事会提名委员会审查，并提交公司第三届董事会第 十一次会议审议通过《关于聘任公司董事会秘书的议案》，同意聘任王甜甜为公司董事会秘书，任职期 限自董事会审议通过之日起至第三届董事会任期届满之日止。 12月22日，味知香发布公告称，公司副总经理王国华因工作调整原因申请辞去副总经理职务，根据相关 规定，王国华辞去副总经理职务自辞职报告送达公司董事会之日起生效。辞职后，王国华仍继续担任公 司其他职务。 公司董事、财务总监兼董事会秘书谢林华因工作调整原因申请辞去董事会秘书职务，根据相关规定，谢 林华辞去董事会秘书职务自 ...

（企业公告） 12月22日，双汇发展发布公告称，公司于2025年12月20日召开职工代表大会，会议选举胡育红为公司第 九届董事会职工代表董事，胡育红与经公司股东会选举决定的九名董事共同组成公司第九届董事会，任 期与公司第九届董事会任期一致。此前，胡育红已作出书面承诺，同意接受提名，承诺其符合任职资 格，其向公司提供的相关资料真实、准确、完整，并保证当选公司董事后将切实履行职责。 胡育红当选公司董事后，公司第九届董事会中兼任公司高级管理人员以及由职工代表担任的董事人数总 计不超过公司董事总数的二分之一，符合相关法律法规及《公司章程》的规定。 ...

12月22日，温氏股份发布投资者关系活动记录表。当中披露，2025年1-11 月，公司肉猪养殖综合成本 降至6.1-6.2元/斤。在考虑饲料原料价格可能略有上升的前提下，公司初步预计2026年全年肉猪养殖平 均综合成本在5.9元/斤左右。未来，公司将聚焦育种技术赋能、数智技术助力、生产模式迭代、饲料营 养配方优化、精益管理等方面，持续提升生产质量和效率，推动成本持续下降。 (编辑：王璨 林辰)关键字： 食品 温氏股份 关于公司养猪业务未来增长空间，温氏股份称，在当前政策要求下，公司增长空间主要源于以下方面： 一是挖掘现有产能潜力，通过提升 PSY 水平、优化养殖效率实现内生增长。当前公司 PSY 为27头，未 来将重点培育高繁殖、高健康、高品质、高韧性、高抗力的"五高"种猪，持续推进蓝耳净化100%全覆 盖。公司规划 PSY 每年至少提升1头以上，未来争取全面突破32头。二是优化出栏结构，实现多元化经 营。仔猪业务方面，未来，公司将持续朝着仔猪销售规模占生猪总销售规模5%-10%的目标而努力。黑 猪业务方面，公司已制定温氏未来黑猪战略，力争未来黑猪销售占比约5%。 此外，谈及公司是否有港股上市规划以及是否有新 ...

【#比亚迪技术研发人员涨薪#】12月22日消息，针对"比亚迪技术研发人员涨薪"传闻，比亚迪方面今日 回应称，"情况属实"。但对于消息中"大部分涨薪500-1000元、少部分涨薪2000-3000元"等内容，比亚迪 未作出表态。据悉，2024年比亚迪曾发布通知，依据员工的工作业绩和工作表现，进行加薪、晋级和奖 金分配。公司设立了每年两次的薪资调整机会与一次晋升机会，确保员工的付出能够得到及时、公正的 回报。（智通财经） ...

Core Viewpoint - The National Medical Products Administration (NMPA) has approved Pimicotinib capsules for the treatment of symptomatic tenosynovial giant cell tumors (TGCT) in adult patients, which may lead to functional limitations or serious complications [1] Group 1: Product Approval - Pimicotinib (development code: ABSK021) is a novel, oral, highly selective, and effective small molecule CSF-1R inhibitor developed independently by He Yu Pharmaceutical [1] - The approval was granted through the CDE priority review process [1] Group 2: Licensing Agreement - In December 2023, He Yu Pharmaceutical entered into an exclusive licensing agreement with Merck for Pimicotinib [1] - Under the agreement, Merck obtained exclusive rights for the commercialization of Pimicotinib for all indications in mainland China, Hong Kong, Macau, and Taiwan, along with exclusive options for global commercialization rights [1]

根据该协议条款，本集团有权收取最高达10.6亿美元的款项，其中包括4500万美元的首付款，以及研 发、监管及商业化里程碑付款，另可收取分级销售特许权使用费。 SIM0613是一种靶向富含亮氨酸重复序列的蛋白15（LRRC15）的新型ADC。LRRC15在多种实体瘤和 肿瘤相关成纤维细胞（CAF）表面高表达，但正常细胞中极少表达。SIM0613与LRRC15结合后通过内 吞进入肿瘤细胞后，释放细胞毒性有效载荷，从而杀死肿瘤细胞，同时较少影响正常细胞。SIM0613经 过特殊设计，能够深入渗透肿瘤和肿瘤相关成纤维细胞，在多种临床前体内模型中均显示展现出显著的 肿瘤消退效果。 12月22日，先声药业发布公告称，于2025年12月19日，本集团附属公司江苏先声再明医药有限公司 （「江苏再明」）与IpsenPharmaSAS.（Euronext上市代码：IPN；ADR交易代码：IPSEY） （「Ipsen」）签订独家授权许可协议（「该协议」）。 根据该协议条款，Ipsen将获得由江苏再明开发、靶向LRRC15的抗体药物偶联物（「ADC」）SIM0613 在大中华区以外地区的全球独家开发、生产及商业化权利。 ...

编辑丨安安 作者丨彭鑫 12月22日，港股智能驾驶概念股盘初走强，小马智行-W(02026.HK)涨超6%，浙江世宝(01057.HK)、禾 赛-W(02525.HK)、小鹏汽车(09868.HK)、佑驾创新(02431.HK)等个股跟涨。消息面上，重庆发布国内首 块L3级自动驾驶专用正式号牌。（新浪财经） ...