Industry Overview - The Chinese gaming industry achieved record highs in revenue and user scale in the first half of 2025, with actual sales revenue reaching 168 billion yuan, a year-on-year increase of 14.08%, and user scale nearing 679 million, up 0.72% [4][3] - The growth is attributed to the successful launch of several new games, the steady performance of evergreen titles, and the strong momentum in esports and mini-program games [4] Event Highlights - The 2025 ChinaJoy opened in Shanghai, featuring 743 companies and showcasing cutting-edge technologies such as 3D printing, AI gaming applications, and brain-computer interfaces [5] - The event emphasized the integration of gaming with technology and culture, with significant participation from both major and independent game developers [6][7] Company Developments - Chuangmeng Tiandi received a strategic investment of 39 million HKD from Playrix, marking a shift from a "distribution agency" model to a "equity binding" partnership, which is expected to enhance long-term cooperation [8][9] - Giant Network's new mobile game "Supernatural Action Team" surpassed 1 million concurrent users shortly after launch, indicating strong market performance and contributing to a significant increase in the company's stock price [10] - The new simulation game "Talking Tom Cat 2" achieved over 11 million downloads within two weeks of its overseas launch, ranking highly in multiple countries' app stores [11] Regulatory and Legal Issues - Tencent's "Honor of Kings" faced a lawsuit regarding its matchmaking algorithm, marking a significant legal challenge in the gaming industry [12] - Sony filed a lawsuit against Tencent, alleging that Tencent's new game "Wild Origin" plagiarized its title "Horizon Zero Dawn" [13] International Developments - EA announced a transformation of the "Battlefield" series into a "platform" model, indicating a shift towards long-term operation and continuous updates for the franchise [14][15] - The esports events for the 2026 Asian Games were confirmed, including popular titles such as "League of Legends" and "Honor of Kings" [16] Esports Events - The Delta DDC Diamond Championship concluded with Team TB winning the title, showcasing the competitive landscape of esports in China [17]

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7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 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 ...

创梦天地(01119)再涨8.7%，公司引入Playrix战略投资，或为布局《卡拉比丘》海外发行。 康方生物(09926)涨3%再创新高，依沃西联合方案治疗IO耐药NSCLC三期临床完成首例给药。 智通财经APP获悉，港股恒生指数跌1.07%，跌270点，报24906点；恒生科技指数涨0.34%。港股早盘成 交1672亿港元。 AI概念股走势强劲，近期AI应用迎来多重催化，机构称下半年AI主线具充分投资机遇。美图公司 (01357)涨15.26%；金蝶国际(00268)涨11.70%；汇量科技(01860)涨8.59%；金山云(03896)涨10.14%；快 手-W(01024)涨8.98%；粉笔（02469）涨7.91%。 伟仕佳杰(00856)涨2.88%，公司东南亚业务形成多元布局，机构指其当前估值具备显著上行空间。 三生制药(01530)涨超5%，SSGJ-707出海绑定辉瑞，海外估值提升潜力巨大。 锦欣生殖(01951)盘中涨6.48%，政策红利逐步释放，公司为民营辅助生殖龙头。 铜业股全线走低，特朗普宣布对进口半成品铜等征50%关税，纽铜创下历史最大单日跌幅。紫金矿业 (02899)跌4.93%； ...

Meta Platforms公布财报显示，第二季度营收超过预期，对当前时期的预测也强于预期，这表明这家社 交媒体公司的广告业务仍在快速增长，足以支持其在人工智能方面的大举支出。财报公布后，Meta美 股盘后一度大涨10%。 Meta预计，其第三季度营收将达到475亿美元至505亿美元，此外，Meta还上调了2025财年资本开支预 期区间的下限，因为该公司继续加大对人才、基础设施、数据中心和能源的投资，以在快速发展的AI 竞赛中保持竞争力。Meta目前预计全年资本支出将在660亿美元至720亿美元之间，较此前640亿至720 亿美元的预期有所提高。 格隆汇7月31日｜港股市场AI概念股集体强势，其中，美图公司涨超14%，金蝶国际涨超11%，创梦天 地、金山云涨超10%，汇量科技、快手-W涨超8%，粉笔、迈富时涨超7%，第四范式涨超6%，微盟集 团涨超5%，金山软件涨超4%。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | --- | | 01357 | 美图公司 | (0) | 14.71% | 12.480 | 569.86 ...

创梦天地(01119)再涨超9%，截至发稿，涨9.57%，报1.26港元，成交额2846.24万港元。 公开资料显示，PLR Worldwide Sales Limited主营业务为手机游戏的开发、多平台营销、分销及运营 等，主要产品有《梦幻花园》《梦幻家园》等，这两款游戏一直为创梦天地持续贡献较高的收益。董事 认为，资本化事项将引入长期合作的上游开发商成为战略股东；保留集团的现金流以应对其未来的业务 发展；及强化集团的财务状况。 消息面上，7月29日，创梦天地发布公告，与欧洲休闲游戏巨头Playrix旗下PLR Worldwide Sales Limited 签订资本化协议。后者将以每股1.024港元认购创梦天地约3808万股，投资总额3900万港元。交易完成 后，Playrix将持有创梦天地约2.11%股份。有市场人士认为，公司接受Playrix的入股，或许在为《卡拉 彼丘》的海外发行搭桥铺路。 ...

Group 1 - The core point of the article is that Dreamland (01119) has seen a stock price increase of over 9%, currently trading at 1.26 HKD with a transaction volume of 28.46 million HKD [1] - On July 29, Dreamland announced a capital agreement with Playrix's PLR Worldwide Sales Limited, which will subscribe to approximately 38.08 million shares at 1.024 HKD per share, totaling an investment of 39 million HKD [1] - Following the transaction, Playrix will hold approximately 2.11% of Dreamland's shares, indicating a strategic partnership that may facilitate the overseas release of the game "Caribbean" [1] Group 2 - PLR Worldwide Sales Limited specializes in mobile game development, multi-platform marketing, distribution, and operation, with key products like "Garden Dreams" and "Home Dreams," which have significantly contributed to Dreamland's revenue [1] - The board believes that this capital agreement will introduce a long-term cooperative upstream developer as a strategic shareholder, preserve the group's cash flow for future business development, and strengthen the group's financial position [1]

Group 1 - The Hang Seng Index fell by 0.43%, down 109 points, while the Hang Seng Tech Index dropped by 1.57%. The morning trading volume in Hong Kong stocks was HKD 148.2 billion [1] - The Hang Seng Biotechnology Index rose by 1.77%, with notable gains from MicroPort Medical (00853) up 9.7%, MicroPort NeuroScience (02172) up over 8%, and Innovent Biologics (01801) up 4.85% [1] - WuXi AppTec (02359) increased by 2.24%, WuXi Biologics (02126) rose by 6.5%, and WuXi Biologics (02269) saw an increase of over 3% after announcing the construction of a modular biomanufacturing facility in Singapore [1] Group 2 - Mindray Medical-B (02160) surged by 8.8% as the company is expected to acquire and restructure the MicroPort cardiac rhythm management business, enhancing its product pipeline [2] - Insurance stocks continued to rise, with New China Life Insurance (01336) up 4.47% and China Life Insurance (02628) increasing by 1.5% [3] Group 3 - 361 Degrees (01361) rose by 6.5%, with the company showing steady revenue growth, and institutions expect strong revenue growth for the full year [4] - Dreamscape (01119) increased by 3.5% after signing a capitalization agreement with Playrix, bringing in a long-term strategic partner [5] Group 4 - GAC Group-B (01167) surged over 20% as a concerted action party increased its holdings by over 60,000 shares, raising its stake to 25.36% [6] - Semiconductor stocks collectively declined, with Hua Hong Semiconductor (01347) down 5.3%, SMIC (00981) down 3.9%, and ASMPT (00522) down 2.74% [6]

Market Overview - The Hang Seng Index fell by 0.43%, down 109 points, while the Hang Seng Tech Index decreased by 1.57%. The early trading volume in Hong Kong stocks was HKD 148.2 billion [1]. Biotechnology Sector - The Hang Seng Biotechnology Index rose by 1.77%. Notable gainers included MicroPort Medical (00853) up 9.7%, MicroPort NeuroTech (02172) up over 8%, and Innovent Biologics (01801) up 4.85% [1]. - WuXi AppTec (02359) increased by 2.24%, WuXi Biologics (02126) rose by 6.5%, and WuXi Biologics (02269) saw an increase of over 3% following the announcement of the construction of a modular biologics manufacturing facility in Singapore [1]. - Fosun Pharma (02196) gained over 5% after acquiring exclusive rights for the innovative Alzheimer's drug AR1001 [1]. - HeartCare Medical-B (02160) surged by 8.8% as the company is expected to acquire and restructure MicroPort's cardiac management business, enhancing its product pipeline [1]. Insurance Sector - Insurance stocks continued their upward trend, with New China Life Insurance (01336) rising by 4.47% to reach a new high, and China Life Insurance (02628) increasing by 1.5% [2]. Consumer Sector - 361 Degrees (01361) rose by 6.5%, with institutions expecting strong revenue growth for the full year [3]. - Dreamland (01119) increased by 3.5% after signing a capitalization agreement with Playrix, bringing in a strategic shareholder from the upstream development sector [4]. Semiconductor Sector - Gako Technology-B (01167) surged over 20% as a concerted action party increased its stake by over 60,000 shares, raising its total holding to 25.36% [5]. - Semiconductor stocks collectively declined, with Huahong Semiconductor (01347) down 5.3%, SMIC (00981) down 3.9%, and ASMPT (00522) down 2.74%. Nvidia's order for 300,000 H20 chips and Morgan Stanley's comments on the potential impact of the 520 unlock on local industry sentiment contributed to this decline [5].

Group 1 - The core viewpoint of the article highlights that Dreamland (01119) has seen a significant increase in its stock price, rising over 55% within the month and currently trading at 1.2 HKD with a transaction volume of 21.36 million HKD [1] - On July 29, Dreamland announced a capital agreement with Playrix's PLR Worldwide Sales Limited, which will subscribe to approximately 38.08 million shares at a price of 1.024 HKD per share, totaling an investment of 39 million HKD [1] - Following the completion of the transaction, Playrix will hold approximately 2.11% of Dreamland's shares, indicating a strategic partnership with a major player in the mobile gaming industry [1] Group 2 - PLR Worldwide Sales Limited specializes in mobile game development, multi-platform marketing, distribution, and operation, with notable products including "Gardenscapes" and "Homescapes" [1] - The board believes that this capital agreement will introduce a long-term cooperative upstream developer as a strategic shareholder, preserve the group's cash flow for future business development, and strengthen the group's financial position [1]

Group 1 - The core viewpoint of the article highlights the significant stock price increase of Dreamland (01119), which has risen over 55% in the month, with a current price of 1.2 HKD and a trading volume of 21.36 million HKD [1] - On July 29, Dreamland announced a capital agreement with Playrix's PLR Worldwide Sales Limited, which will subscribe to approximately 38.08 million shares at 1.024 HKD per share, totaling an investment of 39 million HKD [1] - Following the transaction, Playrix will hold approximately 2.11% of Dreamland's shares, indicating a strategic partnership with a major player in the mobile gaming industry [1] Group 2 - PLR Worldwide Sales Limited specializes in mobile game development, multi-platform marketing, distribution, and operation, with notable products including "Gardenscapes" and "Homescapes" [1] - The board believes that this capital agreement will introduce a long-term cooperative upstream developer as a strategic shareholder, preserve the group's cash flow for future business development, and strengthen the group's financial position [1]