Market Overview - On September 12, the gaming sector declined by 0.85%, with Youzu Interactive leading the drop [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Stock Performance - Notable gainers included: - ST Zhongqingbao: closed at 12.85, up 4.22% with a trading volume of 148,100 shares and a turnover of 192 million [1] - Jiubang Technology: closed at 534.09, up 4.11% with a trading volume of 16,500 shares and a turnover of 878 million [1] - Major decliners included: - Youzu Interactive: closed at 12.41, down 4.69% with a trading volume of 1,235,300 shares and a turnover of 150.5 million [2] - Giant Network: closed at 42.23, down 4.24% with a trading volume of 354,200 shares and a turnover of 151.3 million [2] Capital Flow - The gaming sector experienced a net outflow of 1.38 billion in main funds, while retail investors saw a net inflow of 1.057 billion [2] - The table of capital flow indicates that Jiubang Technology had a main fund net outflow of 46.45 million, while retail investors had a net inflow of 61.03 million [3]

Group 1 - Giant Network confirmed participation in a $60 million B-round financing for AI video generation company Aishi Technology, marking the highest single financing amount in China's video generation sector [1] - This investment will enhance Aishi Technology's capabilities in technology research and market expansion, promoting the widespread adoption of AI video generation technology [1] - The large financing round highlights the potential of the AI video sector, attracting more capital and fostering technological innovation and industry competition [1] Group 2 - Bilibili's game publishing platform revealed a new competitive card game titled "Three Kingdoms: Hundred Generals Card," set to begin testing in October [2] - The game incorporates a traditional card game framework with rich skills from Three Kingdoms heroes, adding a new strategic dimension to the genre [2] - The launch of this game will diversify Bilibili's game product line and could enhance revenue and competitiveness in the game publishing sector if it receives positive feedback [2] Group 3 - Eagle Horn Network's highly anticipated real-time strategy game "Arknights: End of the World" made its debut at Apple's product launch event, confirming a global release in early 2026 across multiple platforms [3] - The game's showcase at a major event like Apple's could lead to increased business opportunities for related suppliers in game engines, art design, music production, and cloud services [3] - This exposure may prompt a reassessment of investment value in the high-quality game sector, attracting more capital towards premium game development projects [3]

本报记者 李豪悦 9月10日，AI视频生成企业北京爱诗科技有限公司（以下简称"爱诗科技"）宣布完成6000万美元B轮融 资，由阿里巴巴（中国）有限公司领投，巨人网络集团股份有限公司（以下简称"巨人网络"）、湖南电 广传媒股份有限公司（以下简称"电广传媒"）等企业跟投。据了解，本轮融资总额创下国内视频生成领 域单次最高融资额，将为爱诗科技未来的技术研发和市场拓展储备力量，持续推动AI视频生成技术的 普及。 公开信息显示，爱诗科技全球用户规模已突破1亿，其自研视频生成大模型PixVerseV5位居 ArtificialAnalysis图生视频榜首，技术实力保持在全球第一梯队。旗下产品PixVerse（国内版"拍我AI"） 入选风险投资机构a16z公布的"全球Top50生成式AI消费移动应用"榜单第25位，全球用户AI视频消费实 力强劲。 《证券日报》记者梳理发现，相比于爱诗科技往期的投资方，本次投资方加入了游戏公司巨人网络和影 视传媒企业电广传媒。 一位不愿具名的业内分析师向《证券日报》记者表示，游戏公司和影视传媒企业拥有丰富的应用场景、 海量的内容数据和对内容的理解，这些资源可以与AI公司形成协同效应。同时也是 ...

Group 1 - The stock of Giant Network reached the daily limit, with a turnover rate of 4.15% and a total transaction amount of 3.379 billion yuan, showing a fluctuation of 12.08% [2] - Institutional investors net bought 91.32 million yuan, while the Shenzhen Stock Connect saw a net sell of 24.23 million yuan, and the total net sell from brokerage seats was 203 million yuan [2] - The stock was listed on the Shenzhen Stock Exchange due to a daily price deviation of 9.71%, with institutional specialized seats contributing to the net buy of 91.32 million yuan [2] Group 2 - The latest margin trading data shows a total margin balance of 694 million yuan, with a financing balance of 662 million yuan and a securities lending balance of 32.20 million yuan [3] - Over the past five days, the financing balance increased by 124 million yuan, representing a growth of 23.09%, while the securities lending balance rose by 13.91 million yuan, marking a 76.01% increase [3] - On September 10, the top five buying and selling brokerage seats had a total transaction amount of 176.4 million yuan, with buying transactions amounting to 81.4 million yuan and selling transactions totaling 95 million yuan, resulting in a net sell of 13.6 million yuan [3][4]

Group 1 - The mobile gaming sector saw an increase of 1.76% as of the market close on September 10, ranking 9th among concept sectors, with 48 stocks rising, including Giant Network, Wolong New Energy, and ST Kevin hitting the daily limit up [1] - Notable gainers in the mobile gaming sector included Xinghui Entertainment, Mango Super Media, and Kunlun Wanwei, which rose by 9.25%, 5.52%, and 4.71% respectively [1] - The sector experienced a net inflow of 785 million yuan from major funds, with 34 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflow, led by Mango Super Media with 188 million yuan [2][3] Group 2 - The top stocks by net inflow ratio included Mango Super Media, Perfect World, and Shengtian Network, with net inflow ratios of 14.34%, 11.84%, and 11.12% respectively [3] - The mobile gaming concept's net inflow rankings showed Mango Super Media leading with a net inflow of 188 million yuan, followed by Perfect World and Tianyu Digital Science with 165 million yuan and 153 million yuan respectively [2][3] - Stocks such as Giant Network and ST Kevin also showed significant performance, with Giant Network increasing by 10.01% and ST Kevin by 4.91% [1][6]

Group 1 - The cloud gaming sector saw a rise of 2.10%, ranking fourth among concept sectors, with 20 stocks increasing in value, including Giant Network and ST Kevin reaching their daily limit up [1][2] - Notable gainers in the cloud gaming sector included Xihua Entertainment, which rose by 11.29%, followed by ST Zhongqingbao at 4.16% [1][2] - The sector experienced a net inflow of 111 million yuan from main funds, with Perfect World leading the inflow at 165 million yuan [2][3] Group 2 - The top stocks by net inflow ratio included Perfect World at 11.84%, followed by Sheng Tian Network at 11.12% and He Sheng New Materials at 10.80% [3][4] - The trading volume and turnover rates for key stocks in the cloud gaming sector were significant, with Xihua Entertainment showing a turnover rate of 16.91% [3][4] - Decliners in the sector included Oriental Pearl and Sanqi Interactive Entertainment, which fell by 3.40% and 2.37% respectively [1][4]

证券之星消息，9月10日游戏板块较上一交易日上涨2.69%，巨人网络领涨。当日上证指数报收于3812.22，上涨0.13%。深证成指报收于 12557.68，上涨0.38%。游戏板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002558 | 巨人网络 | 43.98 | 10.01% | 80.23万 | | 33.79亿 | | 300043 | 量辉娱乐 | 5.79 | 9.25% | 210.25万 | | 11.78亿 | | 002425 | ST凯文 | 4.27 | 4.91% | - 29.02万 | | 1.22亿 | | 300418 | 昆仑万维 | 40.70 | 4.71% | 101.39万 | | 40.79亿 | | 300052 | ST中青宝 | 12.52 | 4.16% | 13.92万 | | 1.72亿 | | 300494 | 盛天网络 | 14.27 | 4.08% | 37.80万 | | 5.31亿 | ...

Group 1 - The stock of Giant Network increased by 10.01% with a trading volume of 3.379 billion yuan and a turnover rate of 4.15% [1] - The post-market data shows that the Shenzhen Stock Connect special seat bought 278 million yuan and sold 302 million yuan [1] - Two institutional special seats had a net purchase of 272 million yuan, while two other institutional special seats had a net sale of 180 million yuan [1]

Market Overview - Major A-share indices collectively rose, with the Shanghai Composite Index up 0.13% to 3812 points, the Shenzhen Component Index up 0.38%, and the ChiNext Index up 1.27% [1][2] - Over 2700 stocks in the market experienced declines [1] Sector Performance Oil and Gas - The oil and gas extraction sector showed strong performance, with Tongyuan Petroleum rising nearly 15% and Zhun Oil shares hitting the daily limit [4] - Other notable gainers included Zhongman Petroleum, Beiken Energy, and Shouhua Gas [4] Communication Services - The communication services sector strengthened, with 263 shares hitting the daily limit and China Unicom rising over 5% [6] - The launch of the iPhone Air, which supports eSIM, contributed to this sector's growth [7] Tourism and Hospitality - The tourism and hotel sector saw gains, with Caesar Travel and Tianfu Culture both hitting the daily limit [8] - Data indicated a 130% year-on-year increase in travel numbers during the "Eleventh" holiday period [9] Gaming - The gaming sector was active, with Giant Network hitting the daily limit and other companies like Xinghui Entertainment and Kunlun Wanwei also seeing gains [10] - A report highlighted high growth in the gaming industry due to policy support and an increase in game license approvals [11] CPO (Chip-on-Board) Sector - The CPO sector rebounded, with Jia Yuan Technology hitting the daily limit and other companies like Dongshan Precision and Industrial Fulian also performing well [12] Computing Power Leasing - The computing power leasing sector saw significant gains, with Ban Chuang Data rising over 11% [14] - A report projected substantial growth in China's AI cloud market, driven by generative AI [15] Battery Sector - The battery sector faced declines, with Tianhong Lithium Battery dropping over 9% [16] - Other companies in this sector also experienced significant losses [17] Photovoltaic Equipment - The photovoltaic equipment sector declined, with companies like Shangneng Electric and Daqo New Energy seeing notable drops [16][18] Individual Stock Movements - Zhongdian Port saw a decline of over 3%, with a market capitalization of 14.978 billion [19] - A major shareholder announced plans to reduce their stake in Zhongdian Port by up to 3% [22]

Group 1 - The core viewpoint of the articles highlights the significant stock performance and market capitalization of Giant Network, which reached a new high of 42.88 yuan and surpassed 80 billion yuan in market value [1] - The gaming sector is experiencing a strong rebound, with the gaming ETF (159869) increasing nearly 2.5% and attracting a net inflow of 242 million yuan over the past two days [1] - The self-developed game "Supernatural Action Group" has gained immense popularity, leading to a 72% increase in Giant Network's revenue, propelling it to the 16th position in the global publisher revenue rankings [1] Group 2 - Giant Network is actively expanding its AI strategy, confirming investments in AI video generation company Aishi Technology and AI image generation platform LiblibAI [2] - The company aims to deepen the integration of industry and technology in the AI sector, enhancing its innovative ecosystem [2] - The gaming sector is undergoing transformations in AI, content, and commercialization models, with the gaming ETF (159869) reflecting the overall performance of A-share listed companies in the animation and gaming industry [2]