格隆汇10月20日｜10月16日至18日，第十届中国国际版权博览会（下文简称"版博会"）在山东省青岛市 举办。版博会是我国版权领域唯一的综合性、国际性、国家级版权专业博览会。 在本届版博会上，三 七互娱带来其自研的一站式维权解决方案"灵察察"。据了解，"灵察察"基于三七互娱海量业务需求催 生，由内部技术与法务团队紧密协作，经十年维权实战打磨而成。该方案依托先进AI算法、大数据分 析，可以实现覆盖知识产权（存证/监测/取证）与舆情/危机公关（监测/应对）全链条的精准监测、快 速响应。 据三七互娱相关负责人介绍，目前企业内部已经开始使用这一系统，显著减少人工投入，降 低人力、时间成本。此外，"灵察察"还通过动态学习的进化架构，不断自我迭代，以应对未来层出不穷 的新挑战。而待系统成熟后，三七互娱也计划将其开放给合作伙伴，以实现AI对于版权保护的深度赋 能。 ...

作为全球最大的单一游戏市场之一，中国游戏市场的有趣之处，莫过于每当大家都以为它已经变得相当饱和，众多开发者都能以另一种形式撕开新的裂 口。 其中，最受关注的无疑是近几年异军突起的小游戏市场。 《2024年中国游戏产业报告》显示，过去1年国内小程序游戏市场收入398.36亿元，同比增长99.18%。而据微信小游戏官方分享，小游戏目前已经稳定拥 有5亿月活，并且这些玩家跟手游市场的重合度只有10%。 仅仅7年，小游戏市场就已经追上了发展20余年的移动端游戏，并为市场开辟出了大量新用户。 目前，70%的上市游戏公司都已经开始投入布局小游戏领域，像世纪华通的《无尽冬日》、三七互娱的《寻道大千》现在都已经是小游戏市场头部的标志 性产品。而国外像火遍全球的Supercell，也已经将《荒野乱斗》《皇室战争》移植到了微信小游戏平台。 爆款层出不穷 然而，于创作者而言，「越来越好」似乎并不完全是一个好消息——尤其是中小团队占80%的小游戏市场。 01 大厂入局，形势多变 随着大厂入局，最明显的一个变化就是小游戏的研运成本显著增高。 最初的小游戏市场，基本都是「创意取胜」，每年基本都会涌现出至少一部爆款产品，比如《合成大西瓜》 ...

证券之星消息，10月16日游戏板块较上一交易日下跌1.29%，名臣健康领跌。当日上证指数报收于 3916.23，上涨0.1%。深证成指报收于13086.41，下跌0.25%。游戏板块个股涨跌见下表： 从资金流向上来看，当日游戏板块主力资金净流出8.33亿元，游资资金净流入2.05亿元，散户资金净流 入6.28亿元。游戏板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600892 | *ST大晟 | 4.10 | 0.99% | 14.85万 | 6074.51万 | | | 002425 | ST凯文 | 3.84 | 0.26% | 8.69万 | 3347.60万 | | | 300052 | ST中青宝 | 11.37 | 0.18% | 5.33万 | 6086.36万 | | | 002602 | ST华通 | 19.18 ...

分红方面，三七互娱A股上市后累计派现110.38亿元。近三年，累计派现59.26亿元。 机构持仓方面，截止2025年6月30日，三七互娱十大流通股东中，香港中央结算有限公司位居第一大流 通股东，持股1.33亿股，相比上期增加6212.90万股。华夏中证动漫游戏ETF（159869）位居第六大流通 股东，持股3693.69万股，相比上期增加687.78万股。华泰柏瑞沪深300ETF（510300）、易方达沪深 300ETF（510310）退出十大流通股东之列。 责任编辑：小浪快报 融券方面，三七互娱10月15日融券偿还800.00股，融券卖出1200.00股，按当日收盘价计算，卖出金额 2.44万元；融券余量2.91万股，融券余额59.25万元，低于近一年30%分位水平，处于低位。 资料显示，三七互娱网络科技集团股份有限公司位于安徽省芜湖市瑞祥路88号皖江财富广场B1座7层 7001号，成立日期1995年5月26日，上市日期2011年3月2日，公司主营业务涉及手机游戏和网页游戏的 研发、发行和运营。主营业务收入构成为：移动游戏97.09%，网页游戏2.08%，其他0.83%。 截至6月30日，三七互娱股东户数1 ...

Investment Rating - The industry investment rating is "Overweight" indicating a positive outlook for the sector [9]. Core Insights - The report highlights strong performance in the gaming and cloud computing sectors, with several companies expected to achieve significant year-on-year revenue growth in Q3 2025 [3][4]. - The gaming industry is anticipated to maintain high growth due to relaxed regulations and innovative game categories, with a total of 1,195 game approvals in the first nine months of 2025, a 25% increase year-on-year [3]. - Companies like Tencent and Giant Network are expected to drive growth through new product launches and enhanced operational capabilities [3][4]. Summary by Sections Gaming Sector - Companies such as Giant Network, Century Huatong, and G-bits are projected to experience high growth driven by product launches [3]. - The demand from younger consumers and the potential of AI to create new gaming experiences are key growth drivers [3]. - The report emphasizes the importance of differentiated competition rather than price wars in the gaming market [3]. Cloud Computing and Internet Media - Cloud computing revenues are accelerating, with major players like Tencent and Alibaba investing heavily in AI and cloud services [3][5]. - The report notes that the competition in instant retail is expected to peak in Q3 2025, which will significantly impact profitability expectations [3]. - Companies like Kuaishou are positioned to leverage AI to enhance content and advertising efficiency [3]. Other Industries - The long video and drama sectors are showing signs of recovery, with new policies expected to stimulate growth [3]. - The advertising market is experiencing structural growth, particularly in entertainment and technology sectors [3]. - Companies such as Kuaishou and Bilibili are recovering, while others like Mango Super Media and Focus Media are facing challenges in Q3 [3][4].

｜2025年10月15日星期三｜ NO.3 创梦天地《卡拉彼丘》全平台预约破1000万 10月14日，创梦天地旗下二次元战术射击手游《卡拉彼丘》宣布全平台预约人数突破1000万，成功解锁 此前承诺的"神秘大奖"预约里程碑奖励，至此游戏全平台预约奖励已全部解锁。据官方信息，该游戏将 于10月23日正式开启公测，此前在直播中还透露，公测版本将包含性能优化、匹配机制调整等关键改 动。 点评：从资本市场视角来看，《卡拉彼丘》预约人数破千万及公测临近，将为创梦天地带来多重积极影 响。首先，此前游戏预约人数突破800万时，创梦天地股价已出现一定的涨幅，此次预约破千万或进一 步释放市场信心，短期有望推动股价再次获得提振，尤其是在游戏板块整体情绪回暖的背景下，业绩预 期的强化将吸引更多投资者关注。 B站发行的热门手游《三国：谋定天下》全国巡回倾听会青岛站将开启报名，玩家可通过专属问卷参与 报名，选择线上或线下参与形式，与游戏策划零距离沟通。 据悉，《三国：谋定天下》全国巡回倾听会此前已在全国7个城市落地。此次青岛站延续"到你身边"的 宗旨，玩家现场不仅能与策划畅聊游戏未来发展方向、提出优化建议，还能结识同好分享玩法心得，更 ...

10月14日，三七互娱跌1.43%，截至发稿，报20.05元/股，成交12.41亿元，换手率3.81%，总市值443.55 亿元。三七互娱股价已经连续7天下跌，区间累计跌幅13.99%。 资料显示，三七互娱网络科技集团股份有限公司位于安徽省芜湖市瑞祥路88号皖江财富广场B1座7层 7001号，成立日期1995年5月26日，上市日期2011年3月2日，公司主营业务涉及手机游戏和网页游戏的 研发、发行和运营。主营业务收入构成为：移动游戏97.09%，网页游戏2.08%，其他0.83%。 从基金十大重仓股角度 浦银安盛中证沪港深游戏及文化传媒ETF（517770）基金经理为罗雯。 截至发稿，罗雯累计任职时间7年266天，现任基金资产总规模8.49亿元，任职期间最佳基金回报 36.8%， 任职期间最差基金回报-33.61%。 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 数据显示，浦银安盛基金旗下1只基金重仓三七互娱。浦银安盛中证沪港深游戏及文化传媒ETF ...

Group 1 - The core viewpoint of the articles highlights the positive performance of the gaming and cultural media sector, particularly the increasing participation of Chinese companies in international markets, especially in Japan [1][2] - The China Securities Index for Hong Kong and Shanghai gaming and cultural media shows mixed performance among its constituent stocks, with notable gains from companies like DaMai Entertainment and ZhongGong Education [1] - The Gaming Media ETF has seen significant net inflows recently, totaling 5.06 million yuan over three days, indicating strong investor interest in the sector [1] Group 2 - The index tracks 50 listed companies involved in gaming, film, broadcasting, marketing, publishing, education, and cultural performances, reflecting the overall performance of the gaming and cultural media theme in the Hong Kong and mainland markets [2] - As of September 30, 2025, the top ten weighted stocks in the index account for 56.63% of the total, with major players including Kuaishou-W, Tencent Holdings, and Bilibili-W [2] - The increasing engagement of Chinese game developers in international markets, particularly through high-quality projects and localized operations, is seen as a key growth driver for the industry [1]

人民财讯10月13日电，企查查APP显示，近日，广州轻悠网络科技有限公司成立，法定代表人为李贺， 经营范围包含数字文化创意软件开发；动漫游戏开发；专业设计服务等。企查查股权穿透显示，该公司 由三七互娱(002555)间接全资持股。 转自：证券时报 ...

Core Viewpoint - The gaming sector experienced a significant decline, with a drop of 3.79% on October 10, 2023, led by Kaiying Network, while the Shanghai Composite Index fell by 0.94% and the Shenzhen Component Index decreased by 2.7% [1]. Group 1: Market Performance - The gaming sector's stocks showed mixed performance, with notable gainers such as Mingchen Health, which rose by 9.98%, and ST Dazheng, which increased by 4.93% [1]. - The overall trading volume in the gaming sector was substantial, with Mingchen Health achieving a transaction amount of 280 million yuan and ST Dazheng reaching 157 million yuan [1]. - The main funds in the gaming sector saw a net outflow of 2.347 billion yuan, while retail investors contributed a net inflow of 1.712 billion yuan [2][3]. Group 2: Individual Stock Analysis - Mingchen Health had a net inflow of 73.32 million yuan from main funds, representing 26.23% of its trading volume, while it faced a net outflow from retail investors [3]. - ST Dazheng experienced a net outflow of 2.41 million yuan from main funds but had a net inflow of 3.34 million yuan from speculative funds [3]. - Other stocks like ST Huadao and Perfect World also faced declines, with ST Huadao dropping by 3.83% and Perfect World decreasing by 3.62% [2]. Group 3: ETF Performance - The gaming ETF (product code: 159869) tracking the China Securities Animation and Gaming Index saw a net outflow of 410 million yuan, with a recent increase in shares by 110 million [5]. - The food and beverage ETF (product code: 515170) reported a slight decrease of 0.34% over the past five days, with a net outflow of 20.12 million yuan [5]. - The semiconductor ETF (product code: 588170) showed a positive trend with a 5.26% increase and a net inflow of 38.46 million yuan [6].