| 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 02513 | 智谱 | (0) | 11.91% | 227.400 | 1013.85 Z | 95.70% | | 00772 | 阅文集团 | | 8.08% | 37.200 | 379.99亿 | 12.80% | | 02026 | 小马智行-W | | 6.46% | 110.400 | 478.63 Z | -5.88% | | 03738 | 阜博集团 | | 6.57% | 4.540 | 115.43亿 | 10.46% | | 02400 | 心动公司 | | 6.25% | 84.200 | 416.89 Z | 29.84% | | 00800 | 文远知行-W | | 6.04% | 20.540 | 211.01亿 | -10.70% | | 03896 | 我们之 | | 5.55% | 6.850 | 310.43 Z | 24.32% | | 01119 | 创梦天地 | | 5.45% | 0 ...

本文源自：金融界AI电报 港股市场AI应用股集体上涨，其中，智谱涨超11%，阅文集团涨8%，小马智行、阜博集团、心动公 司、文远知行涨超6%，金山云、创梦天地、明略科技涨超5%，MINIMAX-WP涨超4%，京东健康、创 新奇智、范式智能涨超3%，平安好医生、中手游涨近3%。 ...

港股市场AI应用股集体上涨，其中，智谱涨超11%，阅文集团涨8%，小马智行、阜博集团、心动公 司、文远知行涨超6%，金山云、创梦天地、明略科技涨超5%，MINIMAX-WP涨超4%，京东健康、创 新奇智、范式智能涨超3%，平安好医生、中手游涨近3%。 消息面上，开源证券发布研报称，字节跳动在即梦平台上线Seedance2.0视频生成模型，引发AI产业界 广泛测评与讨论，且实测效果惊艳。其支持文字、图片、视频、音频等各类素材输入，并生成视频，在 自运镜和分运镜、全方位多模态思考、音画同步生成、多镜头叙事能力等几个关键能力上实现突破。 | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 02513 | 智谱 | (=) 11.91% | 227.400 | 1013.85 乙 | 95.70% | | 00772 | 阅文集团 | 8.08% | 37.200 | 379.99亿 | 12.80% | | 02026 | 小马智行-W | 6.46% | 110.400 | 478.63 Z | -5.8 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 呈交日期: 2026年2月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01119 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | USD | | 0.0001 | USD | | 500,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 5,000,000,000 | USD | | 0.0001 | USD | | 500,000 | 本月底法定/註冊股本總額： USD 500,000 第 1 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 创梦天地科技控股有限公司 呈交日期: 2026年1月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01119 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | USD | | 0.0001 | USD | | 500,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 5,000,000,000 | USD | | 0.0001 | USD | | 500,000 | 本月底法定/註冊股 ...

Core Insights - The article highlights the transformation of esports events in Shenzhen's Nanshan district, showcasing a shift from merely watching competitions to immersive experiences that engage participants in various activities and consumption [1][2]. Group 1: Event Structure and Engagement - The esports carnival features a 17-day "Honor of Kings" event with a "1+2+3+N" multi-dimensional framework, integrating esports elements into public spaces [2]. - The main venue, Shenzhen Talent Park, has been transformed into a "No Boundaries King" themed town, blending virtual and real experiences with various attractions [4]. - Multiple sub-venues offer unique experiences, such as VR gaming and light art, while themed activities like parades and concerts enhance engagement [4]. Group 2: Transportation and Accessibility - Nanshan has established seamless transportation links, including themed buses and exclusive helicopter tours, to facilitate access to the events [4]. - The integration of public transport with event themes aims to convert online enthusiasm into physical attendance [4]. Group 3: Economic Impact - The esports carnival has generated significant economic activity beyond ticket sales, with a reported 58,000 visitors in a single day during the first weekend [6]. - A collaborative initiative with the local business bureau provided 5 million yuan in consumer subsidies, stimulating spending across various sectors [7]. - The "event-driven tourism" model has proven effective, with over 10,000 tickets for the "Naraka: Bladepoint" finals sold within five minutes, attracting a majority of out-of-province attendees [7]. Group 4: Technological Integration - The event showcased advanced technology, including humanoid robots and drone light shows, enhancing the overall appeal and experience [11]. - This integration of technology reflects Shenzhen's strengths in industries like AI and drone technology, contributing to the event's attractiveness [11]. Group 5: Industry Foundation and Policy Support - Nanshan's esports industry has a robust foundation, with annual revenues exceeding 100 billion yuan, accounting for over 80% of Shenzhen's total [12]. - The region hosts major gaming companies and esports clubs, creating a comprehensive ecosystem that supports various facets of the industry [12]. - Local policies provide substantial financial support for hosting major esports events, fostering a conducive environment for growth [12].

Group 1 - The year 2025 is anticipated to be a significant year for China's gaming market and the "going global" trend, with a total of 1,676 domestic online game licenses issued, representing a 28.33% increase from 1,306 in 2024 [1] - The number of multi-platform game licenses reached 103 in 2025, up 9.57% from 94 in 2024, indicating a shift towards more diverse gaming platforms beyond mobile [1] - Major companies are increasingly applying for licenses for client and console versions alongside mobile versions, reflecting a strategic shift in the gaming industry [2] Group 2 - Tencent's "Delta Action" and NetEase's "Yanyun Sixteen Sounds" have achieved significant success, with the latter surpassing 15 million global players within a month of its overseas launch, setting a new record for Chinese games going global [2] - The client game market is experiencing a strong recovery, with actual sales revenue reaching 78.16 billion yuan in 2025, a 14.97% year-on-year increase, while the console game market saw an 86.33% increase to 8.362 billion yuan [3] - The rise of multi-platform games is attributed to their broader player base and increased confidence in producing AAA games, which require higher technical standards [3] Group 3 - The revenue-sharing model with distribution channels has become increasingly contentious, with Android channels demanding up to 50% and Apple around 30%, squeezing profit margins for game developers [4] - High distribution fees have led several top companies to withdraw popular games from Android channels, marking a significant shift in the industry [4] - Adjustments in revenue-sharing agreements, such as Apple's reduction to 15% and some Android channels negotiating down to 10-20%, indicate a changing landscape for game distribution [4][5] Group 4 - The increase in client games is seen as a strategic response by game developers to combat high mobile game distribution fees, suggesting a potential shift away from the current "channel dominance" model [6]

Group 1 - The National Press and Publication Administration disclosed the approval information for imported online games in 2025, with the game "Fantasy Battle" receiving approval on December 24, 2025 [1] - The publishing and operating unit for "Fantasy Battle" is Shenzhen Chuangmeng Tiandi Technology Co., Ltd., which was established in 2011 and is located in Nanshan District, Shenzhen [1] - Shenzhen Chuangmeng Tiandi Technology Co., Ltd. has a registered capital of 2,150.01755 million RMB and has made investments in 44 companies, participated in 5 bidding projects, and holds 878 trademark registrations and 107 patents [1]

Core Insights - The National Press and Publication Administration approved a total of 147 game titles, including 144 domestic online games and 3 imported online games, with a significant focus on mobile games, which accounted for 143 titles [1]. Group 1: Game Approval Details - The approved games include notable titles such as Tencent's "QQ Classic Farm," Le Element's "Silver City," and Chuangmeng Tiandi's "Fantasy Battle" [1]. - The breakdown of the approved games shows that there are 143 mobile games, 10 client games, and 1 console game [1]. Group 2: Specific Game Titles and Publishers - Specific titles and their respective publishers include: - "QQ Classic Farm" by Tencent [9] - "Silver City" by Le Element [4] - "Fantasy Battle" by Chuangmeng Tiandi [4] - "Attack! Airship" by Electric Soul Network [5] - "Pocket Elite" by Ice River Network [7] - The approval dates for these titles are all listed as December 24, 2025 [2][4][5][6][7].

Group 1 - The article lists several new mobile and gaming titles, indicating a growing trend in the gaming industry towards diverse platforms such as mobile and consoles [2][2][2] - "Prince of Persia: The Lost King" is set to be released on multiple platforms including mobile, client, and PS5, showcasing the expansion of classic franchises into modern gaming formats [2][2][2] - "Fantasy Battle" and "Magic Hunter" are also highlighted as new mobile games, reflecting the increasing investment and innovation in mobile gaming by companies like Shenzhen Chuangmeng Tiandi Technology and Wuhan Fengze Zhongfu [2][2][2] Group 2 - The involvement of educational institutions like East China Normal University in game development suggests a collaboration between academia and the gaming industry, potentially enhancing the quality and creativity of game design [2][2][2] - The presence of multiple companies in the gaming sector, such as Shanghai Bihan Network Technology and Shenzhen Chuangmeng Tiandi, indicates a competitive landscape with various players contributing to the market's growth [2][2][2]