傅焜指出，多模态实时语料已深度赋能游族网络的核心业务：在研发端，游族网络已搭建集成式 AI 平台，通过多模态实时语料训练，显著提升了美术资产制作、代码开发、TTS 语音合成、本地化翻 译、游戏测试等环节的质量与效率。发行环节同样受益显著。该公司已推出覆盖版本发布、平台接入、 市场推广等全流程的 AI 工具产品，有效提升了 "一个版本、全球发行" 的运营效率。 傅焜强调称，游戏实时多模态语料的价值不仅限于赋能游戏业务，更推动了跨领域合作。如在 AI 芯片领域，游族网络刚刚与国产 AI 芯片研发公司曦望 Sunrise 正式签署战略合作协议。双方将整合高 性能定制化 GPU 算力解决方案与先进分布式架构能力，合力构筑面向未来游戏智能化研发的技术底 座。 "此次合作是游族网络布局国产芯片算力基础设施的关键一步，更是将游戏产业实际需求与尖端算 力技术深度绑定的创新实践。" 傅焜表示，希望借此打造 "需求牵引 - 技术赋能" 的闭环创新体系，充分 发挥双方技术优势，共同推动 "AI + 游戏" 智能化创新，重塑产业链条。 7月26日至28日，2025世界人工智能大会（简称 "WAIC 2025"）在上海启幕。作为中国科 ...

Core Insights - The global competition in artificial intelligence has entered a new phase focused on "data superiority" [1] - Game scenarios contain vast amounts of real-time, highly interactive multimodal data, which are crucial resources for driving AI technology development [1] Company Developments - Youzu Interactive has accumulated extensive experience in game development and publishing over 16 years, leveraging data from one billion global users to enhance AI-enabled game development and publishing [1] - The company has developed an integrated AI tool platform that supports the entire game development and publishing process, featuring functions such as art asset generation, code generation, localization translation, intelligent testing, and content risk control [1] Product Innovations - Youzu Interactive is developing an AI-native game based on the "Three-Body" IP titled "My Three-Body: 2277," which allows players to create game content using built-in AI tools for scene editing, storyline design, and interactive object editing [1] Strategic Collaborations - Youzu Interactive has signed a strategic cooperation agreement with domestic AI chip developer Xiwang to integrate high-performance customized GPU solutions with advanced distributed architecture for future game intelligent development [2] Broader Industry Implications - Game multimodal real-time data is accelerating cross-domain collaborative innovation and has applications beyond the gaming industry, such as providing high-fidelity training materials for embodied intelligence and offering digital overseas expansion experiences for other industries [2] - The gaming industry, represented by Youzu Interactive, has accumulated reusable experience data that can invigorate the innovative inheritance and development of traditional Chinese culture [2]

Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) opened on July 26, showcasing the evolution of AI in China from research to practical applications in daily life [1] - The AI industry in China is experiencing rapid growth, with market size projected to increase from 213.7 billion yuan in 2022 to 352.2 billion yuan by the end of 2025, reflecting an average growth rate of 25.7% [6] Company Highlights - Shanghai Heptagon Robot Technology Co., Ltd. presented its "COFE+ 6th generation" coffee robot, which has a lifespan of over 500,000 cups and can produce more than 1,000 cups daily with minimal operational errors [2] - Star Ring Technology introduced its new AI infrastructure technology at WAIC, aimed at supporting enterprises in their AI transformation by providing comprehensive capabilities from data preparation to agent construction [2][3] - Fourier showcased its third-generation GR-3 humanoid robot, designed for interactive companionship, and its upgraded "Embodied Intelligent Rehabilitation Port," which has been implemented in over 300 medical facilities nationwide [3] - Youzu Network became the vice president unit of the Shanghai Artificial Intelligence Industry Association, focusing on AI innovations in the gaming sector [4][5] Industry Trends - The shift from general AI models to industry-specific models is seen as a necessary trend, with companies needing specialized agents that understand business language and domain knowledge [3] - The AI technology is redefining data value across various sectors, accelerating the intelligent transformation of business processes [2] - The AI industry in China is becoming a core component of many enterprises, with the number of AI-related companies increasing by 376% since 2020 [6] Policy and Governance - The "Global Governance Action Plan for Artificial Intelligence" was launched at WAIC, promoting innovation and collaboration while addressing governance challenges in AI [7] - China is positioning itself as a strong competitor in the global AI landscape, transitioning from a follower to a leader through robust policy guidance and ecosystem development [7][8]

Group 1 - The core viewpoint of the news is that Youzu Interactive has been appointed as the vice president unit of the Shanghai Artificial Intelligence Industry Association, highlighting the growing importance of the gaming industry in the AI ecosystem and its role in driving technological implementation and innovation [1][3]. - The Shanghai Artificial Intelligence Industry Association encompasses a full chain of enterprises from basic research to industrial application, and Youzu's unique advantages in the "AI + gaming" sector provide a solid foundation for the large-scale application of AI technology [1][2]. - Youzu Interactive has established an integrated AI platform that enhances automation, standardization, and scalability in various production areas, including art asset production, code generation, TTS voice generation, and localization translation, thereby improving the industrialization level of game development [2]. Group 2 - The company has developed a comprehensive AI tool matrix that includes intelligent BI, translation platforms, content risk control, intelligent operation and maintenance, and automated testing, enhancing operational efficiency across the entire game publishing process [2]. - Youzu Interactive's strategic collaboration with domestic AI chip company Sunrise focuses on coupling AI computing infrastructure with core game development scenarios, aiming to optimize AIGC content production and real-time inference engines [2]. - With over 1 billion global users' data accumulated over more than a decade, Youzu's digital assets are expected to become a significant growth point for its AI strategy, contributing to the intelligent upgrade of the global gaming industry [3].

WAIC 2025（2025 世界人工智能大会暨人工智能全球治理高级别会议）即将于7月26日在上海启幕，作 为全球人工智能领域的顶尖盛会，本届大会将汇聚全球 AI 领域的前沿技术成果与产业实践，成为观察 行业趋势的重要窗口，众多AI领域代表性企业将在会上发布技术及业务成果。在此前夕，已有企业启 动了新规划——7月25日，游族网络与曦望Sunrise共同宣布正式签署战略合作协议，双方将建立深度协 同的战略伙伴关系，充分发挥各自领域的技术优势，通过前沿智能算力与游戏研发及发行需求的深度融 合，重塑产业链条。 公开资料显示，曦望Sunrise 前身为商汤大芯片部门，定位为全栈 AI 算力芯片企业，专注于高性能 GPU 及多模态场景推理芯片的研发与商业化。其核心技术团队多数来自 AMD、百度、阿里、商汤等企 业，在芯片研发上成果显著，已成功实现两代芯片一次流片成功。产品方面，目前涵盖了曦望S1、 S2、S3三款GPU，分别针对不同的应用场景。 游族网络与曦望Sunrise本次合作将重点聚焦人工智能算力基础设施与游戏研发核心场景的耦合，通过定 制GPU算力卡与分布式架构，围绕AIGC内容生产、实时推理引擎优化及私有化算 ...

此次合作不仅是双方前瞻性布局"AI+游戏"融合创新的关键举措，更将推动游戏产业技术进步与范式变 革。未来，双方将合力构建一个以人工智能为核心驱动引擎，技术先进、生态繁荣、体验卓越的新一代 游戏研发生态系统，为全球游戏产业的可持续发展注入强劲动能。 目前，游族网络业务覆盖游戏研发与发行、人工智能、IP经营等多个领域，用户遍及全球200多个国家 及地区。近年来，游族网络在AI领域持续发力，不仅内部成立"AI创新院"，还积极与火山引擎、中科曙 光等知名企业合作，拓展AI技术在互动娱乐领域的应用。 公开资料显示，曦望Sunrise前身为商汤大芯片部门，于2024 年底分拆独立，定位为全栈AI算力芯片企 业，专注于高性能GPU 及多模态场景推理芯片的研发与商业化。其核心技术团队约 150 人，多数来自 AMD、百度、阿里、商汤等企业，在芯片研发上成果显著，已成功实现两代芯片一次流片成功。产品 方面，目前涵盖了曦望S1、S2、S3三款GPU，分别针对不同的应用场景。 采写：南都N视频记者 石力 7月25日，A股上市企业游族网络与芯片企业曦望Sunrise正式签署战略合作协议，双方将共同构建AI算 力底座，推动游戏产业智能 ...

证券代码：002174 证券简称：游族网络 公告编号：2025-043 个月、24 个月、36 个月，在满足相关条件的前提下，分 3 期解锁，解锁比例分 别为 30%、30%、40%，均自本员工持股计划草案经公司股东大会审议通过且公司 公告最后一笔标的股票过户至本员工持股计划名下之日（即 2022 年 7 月 25 日） 起计算。截至 2025 年 7 月 25 日，公司第三期员工持股计划第三个锁定期已经届 满，可解锁比例为本员工持股计划持股总数的 40%，即 6,176,560 股，占公司目 前总股本的 0.66%。 游族网络股份有限公司 关于第三期员工持股计划第三个锁定期届满的 提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 游族网络股份有限公司（以下简称"公司"或"游族网络"）于 2022 年 6 月 13 日召开第六届董事会第八次会议、第六届监事会第六次会议，于 2022 年 6 月 29 日召开了 2021 年度股东大会，审议通过了《关于公司<第三期员工持股计划 （草案）>及其摘要的议案》等第三期员工持股计划（以下简称"本员工持股计 划" ...

7月25日，游族网络（002174）与曦望Sunrise正式签署战略合作协议。此次合作，双方将重点聚焦人工 智能算力基础设施与游戏研发核心场景的耦合，通过定制GPU算力卡与分布式架构，围绕AIGC内容生 产、实时推理引擎优化及私有化算力集群构建等展开联动。(第一财经) ...

2025 年 07 月 22 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -19% 0% 19% 38% 58% 77% 2024-07 2024-11 2025-03 2025-07 传媒 沪深300 相关研究报告 传媒 《沿景气趋势，坚定布局游戏、线下 文 体 娱 、 AI 应 用 — 行 业 周 报 》 -2025.7.13 《继续布局游戏、AI 虚拟社交及线下 文娱 IP 消费—行业周报》-2025.7.6 《积极关注 AI 视频/虚拟社交商业化 及暑期文娱 IP 消费—行业周报》 -2025.6.29 继续布局 AI 应用及高景气的文娱 IP 消费 ——行业点评报告 方光照（分析师） fangguangzhao@kysec.cn 证书编号：S0790520030004 游戏、音乐、演唱会、国漫延续高景气，继续加码布局 （1）游戏：7 月 17 日，心动公司旗下《心动小镇》举行小马宝莉 IP 联动等周 年庆活动，七麦数据显示，当日 iPhone 游戏畅销榜排名最高升至第 8，或带来可 观流水增量；同日创梦天地、友谊时光分别发布半年度业绩预喜公告，创梦天地 预计 2025H1 实现净利润 2 ...

9、中央第四指导组组长车俊近日在中国汽车工业协会调研时强调，汽车企业特别是龙头企业要依法合 规理性竞争，发挥示范带动作用。行业协会要发挥好桥梁纽带作用，引导行业加强自律，联合抵制行业 非理性竞争，共同维护公平公正的市场竞争秩序。 10、中钢协7月15日在成都组织召开钢铁工业规划部长会，提出研究建立产能治理新机制，防范钢铁行 业产能过剩风险持续加剧，着力破除"内卷式"竞争，维护钢铁行业健康有序的生存和发展环境等。 智通财经7月21日早间新闻精选 1、雅鲁藏布江下游水电工程开工仪式7月19日上午在西藏自治区林芝市举行。国务院总理李强出席开工 仪式，并宣布工程正式开工。雅鲁藏布江下游水电工程将建设5座梯级电站，总投资约1.2万亿元。工程 电力以外送消纳为主，兼顾西藏本地自用需求。 2、工业和信息化部总工程师谢少锋在7月18日国新办新闻发布会上表示，加快发展生物制造、低空产 业，推动人形机器人、元宇宙、脑机接口等未来产业创新发展，超前布局新领域新赛道；将实施新一轮 钢铁、有色金属、石化、建材等十大重点行业稳增长工作方案，具体工作方案将在近期陆续发布。 3、工信部新闻发言人陶青在7月18日国新办新闻发布会上表示，近期将 ...