NTES(09999)

Search documents
游戏ETF华泰柏瑞、游戏ETF涨超2%,9月共145款国产游戏获批
Ge Long Hui A P P· 2025-09-25 02:11
Group 1 - The gaming sector is experiencing growth, with the approval of 145 domestic games and 11 imported games in September 2025, indicating a positive regulatory environment [4][5] - Major gaming companies like Tencent and NetEase received approvals for new games, which is expected to enhance their product lines in the ACG and social gaming sectors [5] - In the first half of 2025, 23 A-share gaming companies reported total revenue of 53.841 billion yuan, a year-on-year increase of 22.78%, with net profits reaching 8.027 billion yuan, significantly higher than previous years [5][6] Group 2 - The overseas revenue from self-developed games exceeded 9.5 billion USD in the first half of 2025, showing a growth of over 11%, highlighting the global expansion of Chinese gaming companies [6] - 32 Chinese companies ranked in the global top 100 mobile game publishers, collectively generating 2.04 billion USD, which accounted for 35.1% of the total revenue of the top 100 publishers [6] - The gaming industry is expected to maintain high prosperity due to three driving factors: AI empowerment, high growth from overseas markets, and favorable supply-side policies [6][7] Group 3 - The media sector is witnessing a rise in AI applications, which is expected to reshape the industry landscape and enhance cultural confidence through content output [7] - The gaming sector is anticipated to see continued high demand and supply resonance, with a focus on companies that show high growth potential in their upcoming quarterly reports [7]
网易首次披露如何将AI嵌入游戏制作流程;世嘉官宣“如龙”IP最新作
Mei Ri Jing Ji Xin Wen· 2025-09-24 23:25
Group 1 - NetEase has integrated AI into its game production process, achieving a 70% increase in scene design efficiency and a 30% improvement in animation production efficiency through over 1000 new production pipelines [1] - AI code generation tools have enhanced development efficiency by 50%, with AI logic quality reaching expert-level standards [1] - AI-driven user profiling and intelligent customer service have led to a 250% increase in marketing efficiency, indicating a significant boost in operational capabilities [1] Group 2 - Sega announced the latest installment of the "Yakuza" IP, titled "Yakuza 3: Dark Ties," which will be released alongside "Yakuza: Kiwami 3" on February 12, 2026, across multiple platforms [2] - The pricing for the standard and deluxe editions of "Yakuza 3: Dark Ties" has been set at 268 yuan and 338 yuan, respectively, which may enhance investor confidence in Sega's IP management capabilities [2] - The continuous development of mature IPs is becoming a crucial path for stable revenue generation in the gaming industry, highlighting the importance of long-term content value and brand extension potential [2] Group 3 - NetEase's MMORPG "The Legend of the Condor Heroes" will cease operations on November 24, 2025, less than two years after its launch, which was initially promoted as a "150-year long-term operation" [3] - The termination of "The Legend of the Condor Heroes" underscores the risks associated with IP collaborations and the challenges of lifecycle management in the gaming industry [3] - The reliance on IP and effective lifecycle management remain critical challenges for game developers, prompting the exploration of more sustainable content and business models [3]
盘前必读丨汽车车门把手强制性国标要来了;数字消费迎来政策“大礼包”
Di Yi Cai Jing· 2025-09-24 23:19
Market Overview - The short-term index is expected to maintain an upward trend after a period of consolidation and profit-taking [1][15] - The US stock market experienced declines for two consecutive trading days, with the Dow Jones down 0.37%, Nasdaq down 0.33%, and S&P 500 down 0.28% [4] - Notable tech stocks showed mixed performance, with Tesla up 4.0% and Amazon down 0.2% [4] Economic Data - In August, new home sales in the US increased to an annualized total of 800,000 units, up 20.5% from July's 664,000 units, exceeding market expectations [4] - International oil prices reached a seven-week high, with WTI crude oil rising 2.49% to $64.99 per barrel and Brent crude oil increasing 2.48% to $69.31 per barrel [4] - Gold prices fell from record highs, with COMEX gold futures for September delivery down 1.28% to $3,732.10 per ounce [4] Policy Developments - The Ministry of Commerce and eight other departments issued guidelines to promote digital consumption, focusing on supply-demand coordination and proposing 14 specific measures [5] - A set of 13 policy measures to support service exports was announced, including the development of international data service businesses and the facilitation of cross-border data flow [6] Industry Insights - The Ministry of Industry and Information Technology released a work plan for the building materials industry, aiming for recovery and growth in profitability from 2025 to 2026, with a target of over 300 billion yuan in revenue from green building materials by 2026 [7] - A public consultation was initiated regarding mandatory national standards for automotive door handles, emphasizing safety and accessibility [8] Company Announcements - Wanhua Chemical expects a net profit increase of 69.81% to 109.77% year-on-year for the first three quarters of 2025, driven by strategic sales adjustments and increased exports [10] - Sinopec Oilfield Services signed a contract worth $359 million for a project in Iraq, expected to contribute 3.15% to the company's 2024 revenue [11] - Mengke Pharmaceutical's major shareholder opposed a proposed stock issuance plan that would lead to a change in control [12] - Shanghai Zhiyuan Hengyue plans to acquire 37% of Shangwei New Materials at a price of 7.78 yuan per share, with a total funding requirement of 1.16 billion yuan [13] - China Jushi announced a share repurchase plan not exceeding 400 million shares, with a total amount of up to 880 million yuan [14]
网易首次披露如何将AI嵌入游戏制作流程;世嘉官宣“如龙”IP最新作|游戏早参
Mei Ri Jing Ji Xin Wen· 2025-09-24 23:19
Group 1 - NetEase has integrated AI into its game production process, achieving a 70% increase in scene design efficiency and a 30% improvement in animation production efficiency through over 1000 new production pipelines [1] - AI code generation tools have enhanced development efficiency by 50%, with AI logic quality reaching expert-level standards [1] - AI-driven user profiling and intelligent customer service have led to a 250% increase in marketing efficiency, indicating a significant boost in operational capabilities [1] Group 2 - Sega announced the latest installment of the "Yakuza" IP, titled "Yakuza 3: Dark Ties," which will be released on February 12, 2026, alongside "Yakuza: Kiwami 3" [2] - The new game focuses on a rival character from the previous "Yakuza" series, reinforcing Sega's ability to manage and develop its IPs [2] - Continuous development of mature IPs is seen as a crucial path for stable revenue generation in the gaming industry, highlighting the importance of long-term content value and brand extension potential [2] Group 3 - NetEase's MMORPG "The Legend of the Condor Heroes" will cease operations on November 24, 2025, less than two years after its launch, which was initially promoted as a "150-year long-term operation" [3] - The decision to terminate the game reflects the risks associated with IP collaborations and the challenges of lifecycle management in the gaming industry [3] - The reliance on IP and the need for sustainable content and business models remain critical challenges for game developers [3]
智通ADR统计|9月25日





智通财经网· 2025-09-24 22:24
Market Overview - The Hang Seng Index (HSI) closed at 26,412.89, down by 105.76 points or 0.40% on September 24 [1] - The index reached a high of 26,518.90 and a low of 26,346.35 during the trading session [1] Major Blue-Chip Stocks Performance - HSBC Holdings closed at HKD 108.728, up by 1.14% compared to the Hong Kong close [2] - Tencent Holdings closed at HKD 643.360, down by 0.79% compared to the Hong Kong close [2] Stock Price Movements - Tencent Holdings (00700) latest price is HKD 648.500, with an increase of HKD 13.000 or 2.05% [3] - Alibaba Group (09988) latest price is HKD 174.000, with an increase of HKD 14.600 or 9.16% [3] - HSBC Holdings (00005) latest price is HKD 107.500, down by HKD 1.100 or 1.01% [3] - China Construction Bank (00939) latest price is HKD 7.470, down by HKD 0.030 or 0.40% [3] - Xiaomi Group (01810) latest price is HKD 56.900, up by HKD 1.450 or 2.61% [3] - AIA Group (01299) latest price is HKD 70.400, down by HKD 0.500 or 0.71% [3] - Meituan (03690) latest price is HKD 102.200, up by HKD 1.200 or 1.19% [3] - Hong Kong Exchanges and Clearing (00388) latest price is HKD 438.200, up by HKD 0.800 or 0.18% [3] - Industrial and Commercial Bank of China (01398) latest price is HKD 5.810, up by HKD 0.030 or 0.52% [3] - JD.com (09618) latest price is HKD 133.000, up by HKD 4.700 or 3.66% [3]
9月156个游戏版号过审 年内累计获批1275款
Zheng Quan Shi Bao· 2025-09-24 18:21
多家大厂的多款重点游戏作品获得版号,包括网易雷火的《星绘友晴天》、米哈游的《崩坏:因缘精 灵》、腾讯旗下萨罗斯网络的《归环》等。 A股公司中,巨人网络的《热血王朝:篮球》、三七互娱的《无尽黑夜》、恺英网络的《黑猫警长:守 护》等在列。米哈游的《崩坏:因缘精灵》是一款精灵养成冒险策略游戏,该游戏于近期开展了首次公 开测试。据制作方披露,该游戏在测试阶段收到了较多反馈,游戏仍然处于十分早期的阶段,后续仍将 持续开发与优化。 网易的《星绘友晴天》是一款养成系社交游戏。《归环》则是腾讯萨罗斯工作室旗下的开放世界新游 戏。 证券时报记者 吴志 9月145款国产网络游戏与11款进口网络游戏过审。 9月24日晚,国家新闻出版署公布了2025年9月份国产网络游戏审批信息,该批次共有145款国产网络游 戏获得版号。进口网络游戏审批信息同步更新,11款进口网络游戏获得版号。 据证券时报记者统计,包括此次公布的最新一批版号在内,2025年获得版号的游戏达到1275款,其中国 产网络游戏版号1195个,进口网络游戏版号80个。 新一批获得版号的国产网络游戏包括移动及移动-休闲益智类游戏135款,客户端游戏2款,移动+网页类 游戏1款 ...
9月游戏版号出炉,米哈游、腾讯等重点游戏在列
Jing Ji Guan Cha Wang· 2025-09-24 16:26
Core Insights - The National Press and Publication Administration released the approval information for domestic online games in September 2025, granting a total of 156 licenses, including 145 domestic and 11 imported games [1] Group 1: Game Approvals - A total of 156 online games received approval, with significant contributions from major companies such as Tencent, NetEase, miHoYo, Lingxi Interactive, 37 Interactive Entertainment, and Kaiying Network [1] - Notable products that received approval include Tencent's "Return Ring," miHoYo's "Honkai: Inheritance Spirit," and NetEase's "Starry Friends Sunny Day" among others [1] Group 2: Changes in Approval Information - Nine games had changes in their approval information, including Game Science's "Black Myth: Wukong," which received an Xbox version license, and Shanghai Shulong Technology's "Legendary World: Unmatched," which added a client version [1] Group 3: Imported Games - The list of approved imported games includes notable titles such as Hazelight Studios' "It Takes Two," Nexon's "Dave the Diver," and Sony's "Astro Bot" [1]
9月游戏版号出炉,米哈游《崩坏:因缘精灵》、腾讯二游等重点游戏在列
Guo Ji Jin Rong Bao· 2025-09-24 14:49
Group 1 - The National Press and Publication Administration issued approval for 156 game titles in September, including 145 domestic and 11 imported games [1] - Notable companies receiving approvals include Tencent, NetEase, miHoYo, Lingxi Interactive, and 37 Interactive Entertainment [1] - Key products approved include Tencent's "Return," miHoYo's "Honkai: Resonance Spirit," and NetEase's "Starry Sky: Sunny Day" among others [1][3] Group 2 - Tencent's "Return" is the first time-loop RPG in China, featuring an open world and high narrative freedom, with over 8 million views on its first trailer [3] - MiHoYo's "Honkai: Resonance Spirit" is a new adventure strategy game under the "Honkai" IP, with over 4.07 million pre-registrations [5] - NetEase's "Starry Sky: Sunny Day" is a new life simulation game that supports cross-platform play and features over 120 mini-party games [5]
《射雕》官宣即将停运,武侠大世界依然火热
雷峰网· 2025-09-24 12:07
Core Viewpoint - The article discusses the impending shutdown of NetEase's game "The Legend of the Condor Heroes," highlighting the challenges faced by the game and the broader implications for the MMORPG market in China [2][4]. Group 1: Game Shutdown Reasons - The official reason for the shutdown is the expiration of the IP cooperation period for "The Legend of the Condor Heroes" trilogy and adjustments in game operation strategy [4]. - The game's initial positioning aimed to focus on the "Jin Yong self-narrative universe," but issues with art style and character modeling led to significant problems [5][6]. Group 2: Game Performance and Feedback - Player feedback was overwhelmingly negative shortly after the game's launch, prompting a major overhaul that resulted in the release of version 2.0 [7]. - Despite the changes, the 2.0 version only served to prolong the game's life rather than revitalize it, as players were unlikely to invest more than two opportunities into the game [7][8]. Group 3: Market Context and Future Outlook - The shutdown of "The Legend of the Condor Heroes" does not significantly impact NetEase's position in the MMORPG market, as other titles like "Yanyun Sixteen Sounds" are gaining traction with millions of users and substantial revenue growth [8]. - "Yanyun Sixteen Sounds" is positioned to inherit the legacy of NetEase's next-generation MMORPGs, demonstrating strong retention and conversion capabilities that pave the way for future growth [8].
9月游戏版号发布 共145款国产网络游戏获批
Di Yi Cai Jing· 2025-09-24 11:00
网易的《星绘友晴天》、中青宝的《开派大祖师》等在列。 9月24日,国家新闻出版署公布2025年9月份国产网络游戏审批信息,共145款游戏获批,网易的《星绘友晴天》、中青宝的《开 派大祖师》等在列。 | 序号 | 名称 | 申报类别 | 出版单位 | 运营单位 | 批复文号 | 出版物号 | 批准时间 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 成都电子科大出版社 | 成都卓杭网络科技股 | 国新出审 | ISBN 978-7- | | | 1 | 艾尔大作战 | 移动 | 有限责任公司 | 份有限公司 | [2025] 1712 | 498-15555-9 | 2025年09月24日 | | | | | | | 름 | | | | 2 | 傲刀江湖 | 移动 | 上海锦游网络技术有 | 上海萌蜂网络科技有 | 国新出审 [2025] 1713 | ISBN 978-7- | 2025年09月24日 | | | | | 限公司 | 限公司 | | 498-15556-6 | | | | | | | | 言 | | | | 3 | 拔了个 ...