| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-02-27 | 002602 | 世纪华漫 | 18.41 | 11.75 | 216.32 机构专用 | | 机构专用 | 2月27日，世纪华通大宗交易成交11.75万股，成交额216.32万元，占当日总成交额的0.08%，成交价 18.41元，较市场收盘价18.41元持平。 ...

2月15日至23日假期里，世纪华通（002602）凭借全球化的产品布局与精细化的运营能力，旗下多款游戏在马年新 春迎来"开门红"。 | 日榜 | 周榜 月榜 | 明年前后 | | | --- | --- | --- | --- | | ND.1 | | 我的花园世界 休闲:1名 楼拟经营 | | | | | 厦门麟贝互娱科技有限公司 | | | NO. 2 | | 三国:冰河时代 其他:1名 其他 | △ 1 | | | | 欢游互动 (北京)科技有限公司 | | | | | 无尽冬日 竞技:1名 对战 | · 2 | | | | 点点互动 (北京)科技有限公司 | | | NO.4 | | 向僵尸开炮 休闲:2名 益智 | | | | | 海南盛昌网络科技有限公司 | | | NO.5 | | 跃动小子 休闲:3名 益智 | | | | | 波克科技集团有限公司 | | | NO.6 | | 道友来挖宝 角色:1名 回合 | 41 | | | | 深圳雷霆信息技术有限公司 | | | NO.7 | | 生存33天 角色:2名 ARPG | | | | | 广州三七网络科技有限公司 | | | NO.8 | ...

除此之外，榜单尾部上榜厂商收入数据变化情况则呈现完全相反的趋势，包括Appxy、大华科技(SZ:002236) 、Easyroid以及哔哩哔哩(NASDAQ:BILI) 在 内的多个厂商上月海外收入皆有小幅增长。与此同时，旗下运营有《 Fachat 》、《 Lumi 》等视频交友应用的VeePro凭借连续以来的在海外收入端的稳定 表现也于近一年以来首度上榜。此外，上月排名有所上升的厂商还有畅读科技以及WEO Technology Limited。 依托互联网移动应用大数据平台"点点数据"（https://app.diandian.com/），点点出海基于App Store和Google Play两大应用市场，整理中国应用&游戏出海 厂商Top30收入榜，希望帮助从业者更好地了解移动应用出海领域的趋势和变化。 本文统计周期为2026年1月1日到2026年1月31日。 | | 1月中国非游戏厂商出海收入榜 | | | | | | --- | --- | --- | --- | --- | --- | | | 2026年1月1日-1月31日 | | | | app.diandian.com | | 排名 | 公司 ...

据交易所数据显示，截至2月25日收盘，主力资金流出前20的股票分别为： 昆仑万维（-18.58亿元）、 兆易创新（-12.62亿元）、 协鑫集成（-12.27亿元）、 天孚通信（-11.20亿元）、 蓝色光标（-9.25亿元）、 亨通光电（-7.79亿元）、 中国中免（-7.36亿元）、 网宿科技（-7.19亿元）、 三花智控（-7.16亿 元）、 中国核电（-7.07亿元）、 中国中铁（-6.66亿元）、 宝钢股份（-6.40亿元）、 光线传媒（-6.04亿元）、 嘉美包装（-6.02亿元）、 润泽科技（-5.90亿 元）、 华工科技（-5.52亿元）、 澜起科技（-5.51亿元）、 深科技（-5.20亿元）、 芯原股份（-5.08亿元）、 世纪华通（-5.07亿元）。 | 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行 | | --- | --- | --- | --- | | 昆仑万维 | -6.98 | -18.58亿元 | 传媒 | | 兆易创新 | -3.63 | -12.62亿元 | 电子 | | 协鑫集成 | 2.95 | -12.27亿元 | 电力设备 | | 天孚通信 | -2 ...

Sector Insights - The current booming sectors for 2025 earnings forecasts are primarily in new energy, pharmaceuticals, and technology[12] - Key stocks in the energy metals sector include Huayou Cobalt, which reported significant increases in product prices and production volumes[1] - In the battery sector, companies like Putailai and Xianhui Technology are highlighted due to rapid growth in demand from the new energy vehicle and energy storage markets[1] - The pharmaceutical sector shows a divergence in performance, with WuXi AppTec indicating stable growth while Dian Diagnostics faces revenue pressure[2] Market Performance - A-shares experienced slight gains with a focus on technology stocks driven by AI industry catalysts, while consumer sectors lagged[3] - The A-share ERP is currently at 2.52%, reflecting a slight recovery in market risk appetite[3] - Global equity markets mostly rose, with Asian markets leading; the KOSPI, Taiwan Stock Exchange, and Nikkei 225 saw increases of 8.21%, 5.74%, and 4.96% respectively[6] Policy and Economic Indicators - January's macroeconomic indicators in China showed positive signals, with core CPI improving and PPI's decline narrowing[7] - The U.S. labor market added 130,000 jobs in January, exceeding expectations, while CPI data met forecasts, indicating a stable inflation environment[7]

CNG 伽马数据 AMMADAT CNG 伽马数据 GAMMADATA "传奇"IP整体发展状况IIP发展历史 CNG 2025年 北京伽 马 新 化心传 播有 限 公 前言 传奇IP是目前国内收入产出最高的客户端游戏IP之一，对游戏用 户群体，乃至游戏产业发展均产生了深远的影响。在长达二十余年 的运营过程中，"传奇"IP在客户端、移动端、网页端等领域诞生大 量精品产品，表现出IP强大的生命力。 伽马数据围绕"传奇P整体发展状况、用户状况、市场营销状况及 代表性企业和产品展开深入分析，通过市场数据、用户调研、公开 信息查询等形式剖析"传奇P的近年来发展状况。在此基础上，帮 助游戏产业明确"传奇"IP现阶段的机遇与挑战，推动传奇"IP生态进 一步完善。 01 "传奇"IP整体发展状况 "传奇P自2001年正式进入中国市场，至今已发展二十余年，从早期端游 传奇》及《传奇世界》授权， 时代的爆发式增长到商业模式革新，再到页游与多平台的持续延展，始 集游戏、直播、电竞等内容于 终保持着强劲的市场影响力。期间经历过私服泛滥、免费化转型等关键 一体的社区平台，标志着"传 2023年 奇"P延伸至多元内容生态。 节点，也在 ...

Summary of Conference Call Records Industry Overview: Gaming Industry Key Companies and Highlights - **Century Huatong**: Achieved notable rankings in the global mobile game export list for January, with "Whiteout Survival" at second, "Kingshot" at third, "TTM" at tenth, and "Truck Star" at twenty-ninth. The company has a high overseas game revenue share, with new games "TTM" and "Truck Star" showing significant growth in December and January [1][2] - **Giant Network**: The game "Supernatural Action Group" is expected to innovate during the Spring Festival, with a daily active user (DAU) surpassing 100 million by January 31. The new game "Famous Generals Kill" was launched on December 19 [2] - **37 Interactive Entertainment**: The mini-program game "Survival for 33 Days" has consistently ranked in the top five, with the RO in Hong Kong and Macau launched on January 15. The company has a rich pipeline of new products [2] - **Kongzhong Network**: The "Legend Box" is expected to create platform growth, and the AI companion application "EVE" is scheduled for launch on March 14 [2] - **G-bits**: Launched a new Three Kingdoms-themed SLG game "Nine Muwu" on December 18 [2] - **Perfect World**: The key game "Yihuan" has completed its third test with high ratings on Bilibili and Taptap [2] - **Xindong Company**: Launched "Xindong Town" overseas on January 8 and "Diver Dave" on February 6 [2] Market Opportunities - **Overseas Expansion and Female Market Growth**: The Chinese market is projected to generate sales revenue of 168 billion yuan in the first half of 2025, a year-on-year increase of 14.08%, with a user base of 679 million, up 0.72% year-on-year [2] - **Global Market Trends**: The mobile gaming market is shifting from user growth to consumption power enhancement, with projected revenues of $81.7 billion in 2024, reaching a three-year high. Chinese self-developed games are expected to generate $9.5 billion in overseas revenue in the first half of 2025, an 11% year-on-year increase [3] - **Female-oriented Games**: The market size for female-oriented games is expected to reach 8 billion yuan in 2024, with a growth rate of 124.1%, significantly outpacing the overall market [3] Policy and Technological Impact - **Regulatory Environment**: By 2025, the issuance of domestic game licenses is expected to exceed 140 per month, with a shift towards industry support and encouragement for game exports and gaming as a new consumption driver [3] - **AI and Technology Integration**: The application of AI in gaming has progressed significantly since 2023, enhancing product development and advertising efficiency. Emotional companion games are highlighted as a promising direction for AI gaming, with a focus on "EVE" from Kongzhong Network [3][4] - **Investment in Emerging Technologies**: Companies like 37 Interactive Entertainment and Century Huatong are investing in brain-machine interface technologies, while Giant Network collaborates with Volcano Engine on AI NPCs [4]

2026年春节假期前后，游戏板块不论是港美股上市公司如腾讯控股、虎牙、金山软件，A股上市公司如 世纪华通、巨人网络，非上市公司如鹰角网络等旗下游戏运营数据均有较好表现或突破，彰显当前宏观 经济环境下游戏板块的韧性以及前期强调的2026年游戏产品大年逻辑的持续兑现。 浙商证券认为，A股方面，世纪华通休闲类游戏布局收获初现，《异环》预约数破2500万。巨人网络旗 下《超自然行动组》2月2日宣布DAU突破1000万。《超自然行动组》具备"搜打撤"和Party Game概念， 同时用户画像以学生为主，寒假叠加春节是其优势档期，春节期间DAU有望创新高，后期应重视其大 DAU单品带来的业绩弹性。 游戏板块具备AI、内容、商业化模式变革多点催化，游戏ETF（159869）跟踪中证动漫游戏指数，AI应 用含量全市场领先，精准覆盖A股动漫游戏产业的整体表现，当前游戏板块正受到政策利好+产品周期 +AI赋能的多重催化热潮，或可聚焦游戏赛道布局窗口。 （文章来源：每日经济新闻） ...

Summary of Conference Call Notes Industry Overview - The gaming industry has shown strong performance due to the Spring Festival holiday, with significant growth in daily active users (DAU) for major products. The overall valuation of games has returned to a range of 16-17x, indicating a high safety margin for investments and the potential for individual stock catalysts [1][2]. Key Companies and Insights - **Giant Network**: The performance during the Spring Festival was impressive, meeting expectations. Attention will be on whether the lower limit of performance improves post-holiday [2]. - **Kongzhong**: The AI social game ELYS gained traction before the Spring Festival, with a new game EVE scheduled for release on March 14, which is expected to catalyze growth in March and April [2]. - **Xindong**: The collaboration with My Little Pony in February exceeded expectations, indicating strong overseas performance [2]. - **Huatuo**: The company continues to see significant growth in overseas casual gaming, with a notable valuation advantage [2]. - **Perfect World**: The third testing phase for the game "异环" has raised expectations, with a formal launch anticipated in Q2 [2]. - **37 Interactive Entertainment**: New game catalysts are expected in March and April, with two overseas SLG games projected for release in the first half of the year [2]. - **Huya**: The game "鹅鸭杀" has maintained its position at the top of the iOS free charts, indicating strong user engagement [2]. - **Tianyu**: The game "龙迹X渣渣辉" is expected to see an increase in revenue in February [2]. Additional Insights - The overall sentiment in the gaming sector is positive, with a focus on individual stock performance and upcoming game releases as potential catalysts for growth. The emphasis on high DAU products suggests a trend towards games that can maintain user engagement over time [1][2].

Summary of Conference Call Records Industry Overview - The conference call focuses on the gaming industry, highlighting the impact of AI and new technologies on industry development and the anticipation of upcoming annual and quarterly reports [1][2]. Key Companies and Highlights - **Century Huatong**: Achieved notable rankings in the global mobile game export list for January, with "Whiteout Survival" at second, "Kingshot" at third, "TTM" at tenth, and "Truck Star" at twenty-ninth. The company has a high overseas game revenue share, with new games "TTM" and "Truck Star" showing significant growth in December and January [1]. - **Giant Network**: The game "Evergreen" is expected to innovate during the Spring Festival, having launched in Hong Kong and Macau on November 27. As of January 31, the daily active users (DAU) surpassed 100 million, with upcoming Valentine's Day and Spring Festival events anticipated [1]. - **37 Interactive Entertainment**: The mini-program game "Find the Book" has consistently ranked in the top five, with a launch in Hong Kong and Macau on January 15. The company has a rich pipeline of new products [1]. - **Kying Network**: The "Legend Box" is expected to create platform growth, with the AI companion application "Find the Book" scheduled for release on March 14 [1]. - **G-bits**: Launched a new Three Kingdoms-themed SLG game "Find the Book" on December 18 [1]. - **Perfect World**: The key game "Find the Book" has completed its third testing phase, receiving high ratings on Bilibili and Taptap [1]. - **Xindong Company**: Launched "Find the Book" overseas on January 8, with another release planned for February 6 [1]. Market Opportunities - The overseas market and the female gaming segment present significant opportunities for the industry. In the Chinese market, sales revenue is projected to reach 168 billion yuan in the first half of 2025, a year-on-year increase of 14.08%, with a user base of 679 million, up 0.72% year-on-year [2]. - The global mobile gaming market is shifting from user growth to consumption power enhancement, with expected revenue of $81.7 billion in 2024, reaching a three-year high. Chinese self-developed games are projected to generate $9.5 billion in overseas revenue in the first half of 2025, a year-on-year increase of 11% [2]. - The market for female-oriented games is expected to reach 8 billion yuan in 2024, with a growth rate of 124.1%, significantly outpacing the overall market [2]. - Policy changes are supporting the industry, with over 140 domestic game licenses expected to be issued monthly by 2025, promoting game exports and positioning gaming as a new consumer driver [2]. Technological Impact - The application of AI and other technologies in the gaming industry is showing promising results. Since 2023, AI has been integrated into game production and advertising, leading to significant cost reductions and efficiency improvements, particularly in art production [3]. - Emotional companion games are identified as a key area for AI application in the short term, with Kying Network's product "Find the Book" set for public testing on March 14 [3]. - Other technological advancements, such as brain-machine interface technology, are seen as potential commercial applications for the gaming sector, with companies like 37 Interactive Entertainment investing $20 million in related technologies [3]. - Marketing strategies like GEO marketing are expected to influence game distribution, with 37 Interactive Entertainment investing in leading domestic tech companies [3]. - Giant Network is collaborating with Volcano Engine on AI NPCs [3].