2025年，可谓是新一轮AI狂潮进入落地发展阶段的关键一年。 首先是以游戏为首的内容行业，米哈游创始人蔡浩宇新作《Whispers from the Star（星之呢喃）》，玩家能够通过与AI角色Stella实时互动，影响剧情分支 和结局，让行业看到了"后元宇宙时代"AI驱动的新故事；今年3月上线的生活模拟游戏《inZOI》中，玩家可开启"Smart Zoi"实验功能，让城市NPC由ACE 驱动，基于个性和目标动态行动，并可通过自由文本指令影响NPC行为...... 除了作为前沿技术的"试炼场"的游戏行业以外，影视、音乐、教育、医疗、消费电子、工业等多个领域也已开始跟AI接轨。例如，过去一年里，各大手机 厂商纷纷接入语言大模型，结合图片识别等功能，让用户能够随时随地"知晓万物"。 类似的案例还有很多，AI的落地应用正在以远超我们想象的速度，融入每个人的工作、生活、娱乐当中。 大厂们的AI实验 首当其冲将AI进行C端产品融合的游戏大厂们已经开始行动。 2025年初，腾讯游戏旗下《和平精英》中的数字代言人吉莉开始接入人工智能技术。通过DeepSeek的大模型技术支持，"吉莉"不仅能够在游戏内提供战役 复盘技巧、参 ...

出品：新浪财经上市公司研究院 作者：君 一季度，A股游戏公司合计实现营业收入267.19亿元，同比增长21.93%；合计录得净利润34.82亿元，同比增长47.08%。26家游戏公司中，22家 实现盈利，其中11家实现增长或扭亏为盈，整体盈利情况乐观。行业各项费用率同比下降，营销费用88.48亿元，费用率33.1%，同比下降2.1个 百分比；研发费用率10.1%，自2023年第四季度以来持续向下；管理费用率8.4%，同比下降0.7个百分点。 世纪华通营收及净利润双登历史最高 步入2025年，世纪华通的营业收入及净利润双登历史最高，业绩增速远超行业平均水平，展现出强大的市场竞争力与发展韧性。 数据显示，世纪华通一季度实现营收81.45亿元，同比增长91.12%；归母净利润13.5亿元，同比增长107.2%；扣非后净利润13.46亿元，同比增长 107.95%；经营性现金流12.91亿元，同比增长48%。上述一系列成绩的取得，得益于公司持续推进战略重塑，核心业务互联网游戏板块实现了 国内国外双核驱动，进一步巩固了在行业头部的位置。 作为世纪华通旗下的出海先锋，点点互动自主研发、在全球首创的冰雪生存题材SLG手游《 ...

Core Viewpoint - The issue of preventing minors from internet addiction should not be approached with a one-size-fits-all solution, but rather through a combination of protective and developmental measures [1] Group 1: Company Initiatives - Century Huatong has integrated anti-addiction systems across all its products, with its subsidiary Shengqu Games being one of the earliest companies to implement such measures since 2007 [3] - The effectiveness of these measures is evident, as the proportion of registered users under 18 years old has decreased to 0.0559%, and the recharge rate for users under 18 is as low as 0.0027% [3] - The company is also actively involved in initiatives to enhance minors' digital literacy, addressing the digital divide in remote areas where children may not have had exposure to computers [3][4] Group 2: Digital Literacy Programs - In 2023, Century Huatong participated in the "Love Transmission: Recycled Computer Classroom" project, where it was discovered that many children in rural areas had never used a computer [3] - The company organized volunteer sessions to teach basic computer skills, emphasizing the importance of making the content accessible for children who may be encountering computers for the first time [3] - Century Huatong has collaborated with the Shanghai True Love Dream Public Welfare Foundation to launch the "Little Child Governance" project aimed at protecting minors online [4] Group 3: Research and Findings - A survey conducted by Century Huatong in collaboration with Fudan University identified five dimensions of online literacy among minors: moral safety, content publishing, self-discipline, information technology, and social creative skills [4] - The survey revealed that while minors have a high level of safety literacy, their deeper technical skills and innovative use of the internet are lacking, with little improvement as they age [4] - The study concluded that enhancing minors' online literacy requires a collaborative effort from families, schools, businesses, and society [4]

以下文章来源于盐财经 ，作者任早雨 盐财经 . 洞察趋势，睿智人生。《南风窗》旗下专业财经媒体。 将投中网设为"星标⭐"，第一时间收获最新推送 玩家们，到底在氪金玩什么？ 作者丨 任早雨 编辑丨 江江 来源丨 盐财经 为了逃避工作，陈益终于点开了朋友圈里的《无尽冬日》广告。她早早就知道这款游戏，因为它已 经"病毒式"侵入陈益的各个社交平台。 这款游戏会夹杂在"精装朋友圈"与商务性质的链接转发之中，广告画面里的小人重复地从冰雪堆里救 人，扩大队伍，又不停地升级大熔炉以对抗暴风雪天气。 无限流的游戏情节在难以完成的工作与焦虑的情绪面前，显得格外诱人，尤其当工作总需要摸鱼的时 候。陈益对盐财经说道："总有一刻，你会想点进去看看。" 和陈益一样，游戏里也有许多玩家发言，称自己"就是看了个广告就下载了"。而无数"进去看看"的用 户，托举起了《无尽冬日》可以预料的好成绩。 上线两年，世纪华通旗下点点互动研发的《无尽冬日》一跃成为中国手游出海收割老外收入榜第一， 将游戏圈的一众老大哥米哈游、腾讯、网易等等甩在身后。 图/2025年4月中国手游收入TOP30，位列第一的《Whiteout Survival》，就是《无尽冬日》 ...

Core Insights - The global mobile game market is shifting from "traffic-driven" to "deep cultivation" of existing products, with Century Huatong's game "Whiteout Survival" demonstrating the logic of evergreen products through sustained operations [1][3] - "Whiteout Survival" ranks in the top three for new mobile game revenue in 2024, showcasing strong growth momentum [1][3] - The report indicates that RPG games dominate the market, with a 33.7% share, highlighting the importance of long-term operational capabilities in sustaining player engagement [5][7] Company Performance - Century Huatong's subsidiary, DianDian Interactive, has significantly improved its self-development capabilities, leading to high-frequency updates and new content for "Whiteout Survival" [3] - The introduction of AI tools has optimized production efficiency, allowing for rapid content generation and refinement, which enhances user experience [3] - Century Huatong's subsidiary, Shengqu Games, has successfully leveraged classic IPs, with "MapleStory" celebrating its 20th anniversary and "Final Fantasy XIV" maintaining strong user interest [4] Market Trends - The 2024 report shows that mid-core games, particularly RPGs and strategy games, occupy a significant portion of the top 1000 new games, indicating their mainstream status in the market [5] - The success of long-standing IPs like "Legend of Blood" and "Dragon Valley" demonstrates the effectiveness of continuous updates and deep operations in meeting player demands [5][6] - Looking ahead, Century Huatong aims to further explore the potential of classic IPs to create more sustainable and high-quality games, contributing to a healthier industry [7]

作者 | 任早雨 编辑 | 江江 视觉 | 顾芗 为了逃避工作，陈益终于点开了朋友圈里的《无尽冬日》广告。她早早就知道这款游戏，因为它已 经"病毒式"侵入陈益的各个社交平台。 这款游戏会夹杂在"精装朋友圈"与商务性质的链接转发之中，广告画面里的小人重复地从冰雪堆里救 人，扩大队伍，又不停地升级大熔炉以对抗暴风雪天气。 无限流的游戏情节在难以完成的工作与焦虑的情绪面前，显得格外诱人，尤其当工作总需要摸鱼的时 候。陈益对盐财经说道："总有一刻，你会想点进去看看。" 《无尽冬日》游戏画面 Sensor Tower统计显示，截止至2025年3月底，《无尽冬日》及其海外版《Whiteout Survival》 在全球累 计收入已达到22.5亿美元（超160亿人民币） 。换句话说，这款游戏已经成为近五年上市的手游中，流 水最快突破20亿美元的产品之一。 这不免让人好奇——以一己之力让点点互动拳打网易、脚踢米哈游的《无尽冬日》，表面上看，只是一 款平平无奇，几无操作，连战斗都可以采取2倍速自动模式，且仅于国内发布一年的小游戏，其何以能 够创造远超同行的水流？何以能够超越《原神》《蛋仔派对》等一众名声在外的游戏？玩家们，到底 ...

Core Insights - The article highlights the rapid growth and global success of Chinese mobile games, with 33 Chinese companies making it to the top 100 global mobile game publishers, generating $2 billion in revenue, accounting for 38.4% of the total [3] - Chinese mobile games have seen a significant increase in overseas revenue, reaching $18.56 billion in 2024, with a year-on-year growth rate of 13.39% [3][5] - The shift in strategy from domestic-focused development to global-first design has been crucial for the success of Chinese games in international markets [5][6] Industry Growth - The mobile gaming sector has become a dominant force for Chinese games, with approximately 25% of the top 50 global mobile publishers being Chinese [3] - The revenue from Chinese games in overseas markets has grown from less than $1 million to over $100 billion in five years, with a consistent annual growth rate exceeding 10% [4][5] Strategic Shifts - Companies have transitioned from primarily exporting game copyrights to designing games with global releases in mind from the outset [5][6] - Successful titles like "Black Myth: Wukong" and "Genshin Impact" were developed with global audiences in mind, featuring multi-language support from launch [5][6] Market Understanding - Chinese game developers have deepened their understanding of overseas markets, tailoring content to local preferences and cultural contexts [6][7] - Different strategies are employed for various regions, with IP collaborations being more effective in Japan and Korea compared to Western markets [7] Technological Advancements - Chinese game developers have surpassed their international counterparts in mobile game development efficiency and technology application [9][16] - The use of advanced game engines and AI technology has contributed to the leading position of Chinese mobile games [16] Marketing and Promotion - Chinese companies have leveraged social media and targeted marketing strategies to enhance visibility and user acquisition in international markets [17][19] - The integration of local cultural elements into games has been positively received, enhancing the appeal of Chinese games abroad [21] Cultural Impact - The success of Chinese games abroad reflects the broader trend of Chinese cultural products gaining international recognition, with a significant increase in cultural exports [22][23] - The gaming industry's growth is indicative of China's rising global influence and competitiveness in various sectors [23]

近日，A股规模最大的游戏公司之一、绍兴上虞知名上市企业世纪华通再度引发市场关注。 七名高管遭警示 5月12日晚间，浙江世纪华通集团股份有限公司（简称"ST华通"，002602.SZ）发布公告称， 因年报虚假记载，公司多名高管收到浙江证监局下发的警示 函 。这些高管包括原董事会秘书兼副总经理严正山、原董事兼副总经理邵恒、总经理谢斐等7人。 世纪华通在公告中表示，收到上述警示函后，公司及相关人员高度重视、深刻反思，公司及相关人员将引以为戒、吸取教训，完善内部控制制度，提高公 司治理水平，严格执行上市公司信息披露规范要求。 去年11月，中国证监会对世纪华通作出行政处罚，认定公司在2018年至2022年的年报中存在虚假记载，同时还存在虚构业务或提前确认收入的情况。公司 股票同时被实施其他风险警示，股票简称由"世纪华通"变更为"ST华通"。 此次警示函是对此前处罚的延续 。 此外，世纪华通对相关财务数据进行了会计差错更正，导致子公司盛趣科技未能完成业绩承诺。因此，相关业绩承诺人需承担超过1.27亿股的业绩补偿责 任。 ST当年董秘薪酬创新高 值得注意的是， ST华通2011年上市后，共有4任董秘任职，此次均被出具警示函 ...

浙江世纪华通集团股份有限公司 2024 年度股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东大会无否决议案的情况。 2、根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指 引第 9 号——回购股份》的有关规定，上市公司回购专用账户中的股份不享有股 东大会表决权，在计算股东大会股权登记日的总股本时应扣减已回购股份，并以 此为准计算股东大会决议的表决结果。截至股权登记日，公司回购股份专用证券 账户内存有 13,338,500 股股票，故本次股东大会表决权总股数为 7,439,218,468 股。 3、本次股东大会不涉及变更以往股东大会已通过的决议。 证券代码：002602 证券简称：ST 华通 公告编号：2025-032 一、会议召开情况 1、召开时间： 现场会议时间：2025 年 5 月 19 日（星期一）下午 14:30； 网络投票时间：2025 年 5 月 19 日上午 9:15 至 2025 年 5 月 19 日下午 3:00； 其中通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 5 ...

法律意见书 浙江天册律师事务所 关于 浙江世纪华通集团股份有限公司 2024 年度股东大会的 法律意见书 浙江省杭州市杭大路 1 号黄龙世纪广场 A 座 11 楼 310007 电话：0571-87901111 传真：0571-87901500 法律意见书 浙江天册律师事务所 关于 浙江世纪华通集团股份有限公司 2024 年度股东大会的 法律意见书 编号：TCYJS2025H0683 号 致: 浙江世纪华通集团股份有限公司 浙江天册律师事务所（以下简称"本所"）接受浙江世纪华通集团股份有限 公司（以下简称"世纪华通"或"公司"）的委托，指派本所律师参加公司 2024 年度股东大会，并根据《中华人民共和国证券法》（以下简称"《证券法》"）、 《中华人民共和国公司法》（以下简称"《公司法》"）和《上市公司股东会规 则》（以下简称"《股东会规则》"）等法律、法规和其他有关规范性文件的要 求出具本法律意见书。 在本法律意见书中，本所律师仅对本次股东大会召集、召开程序、出席人员 的资格、召集人的资格、表决程序及表决结果的合法有效性发表意见，不对会议 所审议的议案内容和该等议案中所表述的事实或数据的真实性和准确性发表意 ...