Core Insights - The Chinese gaming industry is experiencing a high prosperity cycle, with 159 domestic games approved in October, indicating strong demand and supply dynamics [1][2] - The A-share gaming sector has shown significant growth, with the Shenwan secondary gaming index up approximately 66% year-to-date, ranking eighth among all Shenwan secondary industries [2] - The approval of new game titles, including major releases from Tencent and other listed companies, suggests ongoing innovation and market expansion [1][4][5] Domestic Game Approvals - In October, 159 domestic games received approval, with 73 categorized as mobile-casual and 70 as mobile games [1] - Notable titles include Tencent's "八荒奇旅," 37 Interactive's "生存33天," and others from companies like ST中青宝 and 祖龙娱乐 [1][4] Import Game Approvals - Seven new imported games received approval in October, including "蜡笔小新" from 游族网络 [2] - The total number of game approvals for the year has reached 1,441, maintaining a steady monthly issuance rate [2] Market Performance - The gaming sector has seen substantial stock price increases, with companies like 巨人网络 and 吉比特 experiencing over 210% and 110% growth, respectively [2] - The current valuation of the gaming sector remains attractive, prompting recommendations for increased investment [2] Future Growth Projections - Omdia forecasts that the total revenue from gaming subscriptions in the Asia-Pacific region will grow from $6.5 billion in 2025 to $9.4 billion by 2029, outpacing global averages [3] - The domestic self-developed online gaming market saw a 19% year-on-year growth in the first half of the year, indicating a robust recovery and innovation cycle [3] Company Performance Highlights - Tencent reported a revenue of 364.53 billion yuan in the first half of the year, with a 13.7% year-on-year increase, driven by its gaming and social services segment [4] - 祖龙娱乐 achieved a revenue of 634 million yuan in the first half of 2025, a 44.4% increase compared to the previous year, attributed to new game launches [4] - 友谊时光's revenue reached 623 million yuan, marking an 18.5% increase, with a significant turnaround in profitability [5] - 网易 reported a net income of 56.72 billion yuan, with gaming-related services showing a 13.7% year-on-year growth [6]

Core Viewpoint - The gaming sector experienced a rise of 1.19% on October 22, with ST Huatuo leading the gains, while the overall Shanghai Composite Index fell by 0.07% [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3913.76, down 0.07% [1]. - The Shenzhen Component Index closed at 12996.61, down 0.62% [1]. - ST Huatuo's stock price increased by 5.00%, closing at 19.10, with a trading volume of 1.7468 million shares and a transaction value of 3.319 billion [1]. Group 2: Individual Stock Performance - Yozu Network's stock rose by 4.59%, closing at 12.98, with a trading volume of 0.955 million shares and a transaction value of 1.223 billion [1]. - Shunwang Technology's stock increased by 3.95%, closing at 24.49, with a trading volume of 0.2432 million shares [1]. - Star Shine Entertainment's stock rose by 2.74%, closing at 6.38, with a trading volume of 0.6328 million shares and a transaction value of 0.401 billion [1]. Group 3: Capital Flow - The gaming sector saw a net inflow of 397 million in main funds, while retail investors experienced a net outflow of 334 million [2]. - Major stocks like Yozu Network and Jibite experienced significant net inflows of 143 million and 107 million respectively [3]. - Conversely, stocks like ST Huatuo and ST Kevin saw net outflows from retail investors, indicating a shift in investor sentiment [3]. Group 4: ETF Performance - The gaming ETF (product code: 159869) tracked the China Securities Animation and Gaming Index and saw a decline of 4.44% over the past five days, with a net outflow of 459 million [5]. - The food and beverage ETF (product code: 515170) remained stable with no change over the past five days, but experienced a slight net outflow of 0.5925 million [5].

10月22日，游族网络涨5.08%，截至发稿，报13.04元/股，成交8.74亿元，换手率6.99%，总市值128.23 亿元。 富国中证1000优选股票A（017038）基金经理为王保合。 截至发稿，王保合累计任职时间14年238天，现任基金资产总规模90.6亿元，任职期间最佳基金回报 100.46%， 任职期间最差基金回报-95.11%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，游族网络股份有限公司位于上海市徐汇区宜山路711号华鑫商务中心2号楼，成立日期1995年 9月22日，上市日期2007年9月25日，公司主营业务涉及网页网络游戏、移动网络游戏的研发和运营。主 营业务收入构成为：移动游戏70.51%，PC端游戏28.93%，其他0.57%。 从基金十大重仓股角度 数据显示，富国基金旗下1只基金重仓游族网络。富国中证1000优选股票A（017038）二季度持有股数 2.86万股，占基金净值比例为0.65%，位居第九大重仓股。根 ...

Market Overview - The gaming sector increased by 2.84% on October 21, with Youzu Interactive leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Individual Stock Performance - Youzu Interactive (002174) closed at 12.41, up 6.43%, with a trading volume of 953,200 shares and a turnover of 1.17 billion [1] - ST Huaton (002602) closed at 18.19, up 5.02%, with a trading volume of 1,414,900 shares and a turnover of 2.54 billion [1] - Giant Network (002558) closed at 40.10, up 4.02%, with a trading volume of 420,600 shares and a turnover of 1.66 billion [1] - Other notable performers include Kying Network (002517) up 4.00%, WenTou Holdings (600715) up 3.63%, and Jibite (603444) up 2.58% [1] Capital Flow Analysis - The gaming sector saw a net inflow of 965 million from institutional investors, while retail investors experienced a net outflow of 739 million [2] - Major stocks with significant net inflows include ST Huaton with 487 million and Giant Network with 135 million [3] - Conversely, Youzu Interactive experienced a net outflow of 645 million from retail investors [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002174 | 游族网络 | 11.66 | 5.42% | 64.57万 | | 7.41亿 | | 600892 | *ST大晟 | 4.14 | 5.08% | 10.68万 | | 4364.55万 | | 002517 | 恺英网络 | 23.74 | 4.12% | 52.68万 | | 12.58亿 | | 300052 | ST中青宝 | 11.85 | 3.04% | 9.67万 | | 1.14亿 | | 002425 | ST凯文 | 3.82 | 2.69% | 9.70万 | | 3683.39万 | | 002624 | 完美世界 | 17.02 | 2.65% | 29.14万 | | 4.95 亿 | | 300467 | 迅游科技 | 23.42 | 2.58% | 3.64万 | | 8532.19万 | | 300533 | 冰川网络 | 38.28 | 2.35% | 7.54万 | | 2 ...

Market Overview - The Shanghai Composite Index closed at 3859.80 points, above the annual line, with a change of 0.52% [1] - The total trading volume of A-shares reached 14312.80 billion yuan [1] Stocks Breaking Annual Line - A total of 148 A-shares have surpassed the annual line today, with notable stocks including: - Tengda Technology with a deviation rate of 9.43% - Shengyang Technology at 9.02% - Jida Zhengyuan at 8.67% [1] - Stocks with smaller deviation rates that just crossed the annual line include *ST Biology, Hongte Technology, and Yunding Technology [1] Top Performers - The top three stocks with the highest deviation rates are: 1. Tengda Technology: Today's increase of 10.01%, turnover rate of 22.36%, latest price at 23.85 yuan [1] 2. Shengyang Technology: Today's increase of 10.00%, turnover rate of 6.20%, latest price at 12.10 yuan [1] 3. Jida Zhengyuan: Today's increase of 10.02%, turnover rate of 8.23%, latest price at 26.57 yuan [1] Additional Notable Stocks - Other notable stocks with significant performance include: - Shengbang Safety with an increase of 8.32% and a deviation rate of 6.63% [1] - Pingmei Co. with an increase of 6.35% and a deviation rate of 5.95% [1] - Tianao Electronics with an increase of 10.00% and a deviation rate of 5.73% [1]

记者在现场看到，作为钻石伙伴，游族网络不仅在赛事呈现方面提供支持，还在西岸穹顶艺术中心北广场设置了主题展台，旗下《少年三国志2》《少 年三国志》《绯色回响》《少年西游记2》等多款游戏的高人气角色齐聚一堂，尤其是高达5米的《少年三国志2》吉祥物"吕布喵"惊艳亮相，成为现场焦 点，吸引大量观众驻足合影，成为人气最高的互动打卡点之一。 游族网络相关负责人对记者表示，继去年合作后，公司今年再度携手FISE，不仅是通过线下沉浸式体验激活IP内容的重要举措，也借助该赛事的国际平 台拓展品牌全球影响力，强化跨文化传播，展现年轻化、创新力的品牌形象。 该负责人进一步指出，FISE赛事的成功举办，是徐汇区推动"商旅文体展"融合发展的生动实践，反映出青年文化、极限运动与数字娱乐加速融合的新趋 势。其表示："目前徐汇区正加速打造世界一流'中央活动区'，构建开放包容的创新生态。游族网络也以人工智能技术为核心引擎，积极参与区域文化建 设，持续探索AI+文化的创新路径，并将继续支持FISE等青年文化项目，与年轻人共同开拓数字文化的未来，以'科技+文化'双轮驱动，助力区域文化产业高 质量发展。" 自由式小轮车、滑板、极限滑板车、极限轮滑、 ...

转自：中国证券报·中证网 本届FISE赛事设有自由式小轮车、滑板、霹雳舞等六大项目，涵盖13项国际赛事，其中包含两项世界 杯赛。10月16日—19日，游族网络于西岸穹顶艺术中心北广场打造专属主题展台及一系列互动活动， 以"少年当燃"为主题，集结《少年三国志2》《绯色回响》《少年西游记2》《新盗墓笔记》等九款热门 游戏IP亮相。展区不仅设置了高达5米的"吕布喵"巨型雕塑，更配合轮番登场的人气角色coser，共同为 观众打造跨次元的沉浸体验。 中证报中证网讯（王珞）10月16日，2025年"FISE极限运动世界巡回赛·上海站"在徐汇西岸正式开幕， 游族网络再度以"钻石合作伙伴"身份全程支持本届赛事，共同呈现这场融合运动、潮流与青年文化的城 市嘉年华。 游族网络表示，此次与FISE的再度携手，不仅是公司与年轻化、国际潮流内容的深度绑定，也进一步 彰显了品牌的年轻态度与创新活力。未来，公司将持续通过多元方式与玩家沟通，传递"少年当燃"的激 情与创造力。 ...

Core Points - The gaming sector experienced a decline of 1.29% on October 16, with Mingchen Health leading the drop [1] - The Shanghai Composite Index closed at 3916.23, up 0.1%, while the Shenzhen Component Index closed at 13086.41, down 0.25% [1] Stock Performance - The table shows various gaming stocks with their closing prices, percentage changes, trading volumes, and transaction amounts, indicating mixed performance among individual stocks [1] - Notable declines include: - 37 Interactive Entertainment down 1.33% [1] - Glacier Network down 1.38% [1] - Yaoji Technology down 1.47% [1] - Conversely, ST Dazheng and ST Kaiwen showed slight increases of 0.99% and 0.26% respectively [1] Capital Flow - The gaming sector saw a net outflow of 833 million yuan from major funds, while retail investors contributed a net inflow of 628 million yuan [3] - Speculative funds recorded a net inflow of 205 million yuan [3]

Market Overview - The gaming sector experienced a decline of 0.23% on September 30, with G-bits leading the drop [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Individual Stock Performance - Kunlun Wanwei (300418) saw a significant increase of 7.40%, closing at 48.59 with a trading volume of 1.2963 million shares and a transaction value of 6.222 billion [1] - ST Dazheng (600892) increased by 5.03%, closing at 4.18 with a trading volume of 168,400 shares [1] - G-bits (603444) led the decline with a drop of 3.43%, closing at 568.00 with a trading volume of 24,900 shares and a transaction value of 1.403 billion [2] Capital Flow Analysis - The gaming sector experienced a net outflow of 252 million from institutional investors, while retail investors saw a net inflow of 294 million [2] - Major stocks like Kunlun Wanwei and Starry Entertainment had varying net inflows and outflows from different investor types, indicating mixed investor sentiment [3] Notable Stock Movements - Starry Entertainment (300043) had a net inflow of 27.34 million from institutional investors but a net outflow of 49.14 million from retail investors [3] - The overall capital flow indicates a cautious approach from institutional investors while retail investors showed more activity in certain stocks [3]