Investment Rating - The report maintains a "Buy" rating for the media industry, indicating a positive outlook for the sector [7]. Core Insights - The media industry (Shenwan) saw a weekly increase of 0.26%, ranking 8th among industries during the period from December 6 to December 12, 2025. Notable performers included Bona Film Group, Guangxi Radio and Television, Beijing Culture, Sanrenxing, and Huace Film & TV [11][18]. - The report highlights strong performance in AI applications and cultural exports, with a focus on sub-sectors such as gaming, intellectual property (IP), short dramas, and publishing [5][37]. Summary by Sections Market Performance - The media industry experienced a weekly increase of 0.26%, while the Shanghai Composite Index fell by 0.34%. The gaming sector saw a rise of 1.06%, and the film and television sector increased by 5.70% [11][12]. Key Industry Data AI Applications - In November, Deepseek led domestic AI web traffic with 346 million visits, despite a 2.95% month-over-month decline. Other notable AI products included Nano AI Search and Baidu AI Search, with respective monthly visits of 260 million and 52.63 million [22][23]. Gaming - The iOS gaming sales chart for December 13, 2025, was topped by "Honor of Kings," followed by "Gold Shovel Battle" and "Endless Winter." The report also noted that "Whiteout Survival" and "Kingshot" continued to perform strongly in overseas revenue [25][26]. Film - The total box office for the week of December 6-12 was 1.2 billion yuan, with "Zootopia 2" leading at 853 million yuan, accounting for 71% of the weekly total. Upcoming films include "Avatar: Fire and Ashes," set to release on December 19 [33][34]. Investment Recommendations - The report recommends focusing on themes such as AI applications and cultural exports, with specific attention to gaming, IP, short dramas, and publishing. Key companies to watch include Giant Network, Kaiying Network, Yaoji Technology, and others [5][37].

每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 长江证券分析指出，在中美科技博弈加剧的背景下，基于供应链安全考量，在关键领域实现完全自 主可控是我国科技发展的必由之路。随着2025年等关键政策考核年份临近，国产操作系统、基础软件等 信创产业链方向值得重点关注。 相关产品：创业板软件ETF华夏（159256）、创业板200ETF华夏（159573）、人工智能AIETF （515070）。 今日A股盘中调整，深证成指、创业板指盘中翻绿，盘面上，贵金属板块持续拉升，白酒板块走 强，软件开发板块小幅回调，创业板软件ETF华夏（159256）盘中涨0.11%，持仓股神州泰岳涨超2%， 润泽科技、航天智装、宝通科技、数码视讯等股涨幅居前。 消息面上，近日，以"标准筑基软件赋能智驱未来"为主题的2025年软件与系统工程标准化大会在京 召开。大会由全国信标委软件与系统工程分委会主办， ...

Core Insights - The article highlights the ongoing trend of Chinese gaming companies successfully expanding into overseas markets, with large firms optimizing classic titles and smaller firms innovating to break through [2][10] - The "Evergreen List" and "Potential Evergreen List" are introduced, showcasing games that have maintained strong performance in international markets [2][10] Group 1: Evergreen Games - In November, 26 games made it to the "Evergreen List," an increase of 3 titles from October, with notable entries including "Gossip Harbor," "PUBG MOBILE," and "Puzzles & Survival" [2][9] - The total estimated revenue for these 26 games in November reached approximately $299 million, equivalent to about 2.11 billion yuan, with 9 games exceeding $10 million in revenue [2][9][10] Group 2: Potential Evergreen Games - The "Potential Evergreen List" features 14 games, with a decrease of 4 titles from October, indicating a competitive landscape [2][10] - "Whiteout Survival" led the list with an estimated revenue of $86.21 million (approximately 609 million yuan) in November, followed by "崩坏:星穹铁道" and "Top Heroes," each surpassing $20 million [10][11] Group 3: Industry Trends and Support - The gaming industry faces challenges due to global economic pressures, but there are supportive policies from various cities in China aimed at facilitating game exports [11] - The adoption of AI technologies is helping to reduce costs and improve efficiency in game development and marketing strategies, providing a more sustainable path for Chinese games in international markets [11]

证券日报网讯12月11日，神州泰岳（300002）在互动平台回答投资者提问时表示，截至2025年12月10 日，公司股东人数为103244户。 ...

本次评选经过合规筛查、专家评审等流程，综合考量企业的经营质量、治理水平、创新能力及长期价 值。神州泰岳在过去一年中专注于数字经济领域，持续投入人工智能和云服务等方向，优化业务结构， 提高运营效率，为行业赋能与自身可持续发展创造稳健价值。 （全球TMT2025年12月11日讯）12月8日，由证券时报主办的第十九届中国上市公司价值评选正式公布 结果，神州泰岳再次入选"创业板上市公司价值50强"。 | | | 创业板上市公司价值50强 | | | | --- | --- | --- | --- | --- | | 300002.SZ 神州泰国 | 300012.SZ 华测检测 | 300035.SZ 中科电气 | 300054.SZ 鼎龙股份 | 300140.SZ 节能环境 | | 300394.SZ 天享通信 | 300432.SZ 富临精工 | 300433.SZ 蓝思科技 | 300442.SZ 润泽科技 | 300573.SZ 兴齐眼药 | | 300576.SZ 容大感光 | 300750.SZ 宁德时代 | 300751.SZ 迈为股份 | 300770.SZ 新媒股份 | 300832.SZ 新产业 ...

Core Viewpoint - Shenzhou Taiyue has been recognized as one of the "Top 50 Value Companies on the Growth Enterprise Market" in China, reflecting its strong performance and commitment to innovation in the digital economy sector [1][3] Group 1: Company Performance - The evaluation process for the award included compliance screening and expert reviews, assessing the company's operational quality, governance, innovation capability, and long-term value [3] - Over the past year, Shenzhou Taiyue has maintained focus and deepened its investment in the digital economy, particularly in artificial intelligence and cloud services, resulting in solid technological accumulation and market competitiveness [3] Group 2: Strategic Direction - As a constituent of the ChiNext Index and the ChiNext 50 Index, Shenzhou Taiyue will continue to implement its "innovation-driven, global layout" strategy, aiming to enhance organizational operational efficiency and focus on core technology upgrades [3] - The company is committed to creating stable value for sustainable development while reinforcing its long-term growth foundation and demonstrating its core value and industry leadership through steady development [3]

证券日报网讯12月2日，神州泰岳（300002）在互动平台回答投资者提问时表示，截至2025年11月28 日，公司股东人数为103047户。 ...

Core Viewpoint - Shenzhou Taiyue's stock has experienced a decline in both price and trading volume, reflecting a challenging financial performance and market sentiment [1][2]. Financial Performance - For the period from January to September 2025, Shenzhou Taiyue reported a revenue of 4.068 billion yuan, a year-on-year decrease of 9.86% [2]. - The net profit attributable to shareholders was 724 million yuan, down 33.77% compared to the previous year [2]. - The company has cumulatively distributed dividends of 1.297 billion yuan since its A-share listing, with 372 million yuan distributed over the last three years [3]. Stock Market Activity - As of December 2, Shenzhou Taiyue's stock price was 11.24 yuan per share, with a market capitalization of 22.111 billion yuan [1]. - The stock has seen a year-to-date decline of 2.18%, with a 6.18% drop over the last five trading days and a 17.84% decline over the last 60 days [1]. - The net outflow of main funds was 31.94 million yuan, with significant selling pressure observed [1]. Shareholder Structure - As of November 20, the number of shareholders increased to 102,300, while the average circulating shares per person decreased to 18,035 shares [2]. - The largest circulating shareholder is Huaxia Zhongzheng Animation Game ETF, holding 56.4599 million shares, an increase of 9.6514 million shares from the previous period [3].

Investment Rating - The report indicates a positive investment outlook for the gaming industry, driven by increased licensing approvals and the acceleration of AI integration [1]. Core Insights - The gaming industry is experiencing a sustained upward trend in market sentiment, supported by a combination of high license issuance and advancements in AI technology [1][19]. - The report highlights a significant increase in daily login frequency among players, rising from 3.2 times to 5.7 times, although the average session duration has decreased to 12 minutes, indicating a shift towards more fragmented gaming experiences [19]. - Game developers are responding to these trends by focusing on lightweight products, such as mini-games, which require lower investment and allow for flexible testing [19]. - The report emphasizes the importance of cross-platform experiences and global expansion, as evidenced by recent updates to major game titles and a stable policy environment for international game releases [19]. - AI technology is being leveraged to enhance both development and operational efficiency, with companies like Gigabit and Kaineng Network showcasing significant advancements in cost reduction and development speed [20]. - The report suggests that the combination of supportive policies, industry recovery, and rapid AI implementation constitutes a robust driving force for the gaming sector [20]. Market Review - The social services sector ranked sixth in the weekly performance of Shenwan's primary industry sectors, with a weekly increase of 3.92% [9]. - The report provides a detailed analysis of the performance of various sub-sectors within the social services industry, highlighting both individual stock performances and overall market trends [9][14]. Industry News Dynamics - Recent initiatives in Shanghai aim to stimulate youth economic development through educational programs, reflecting a broader trend of integrating cultural and economic activities [21]. - The launch of the Beijing-Zhangjiakou ice and snow cultural tourism season illustrates the growing emphasis on combining cultural experiences with tourism to drive economic growth [21]. - The report notes the increasing adoption of AI in cultural heritage education, showcasing innovative projects that enhance engagement and learning through technology [21].

Market Overview - On November 26, the gaming sector declined by 0.73% compared to the previous trading day, with Fuchun Co. leading the decline [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Individual Stock Performance - Fuchun Co. (300299) saw a significant drop of 11.11%, closing at 8.08, with a trading volume of 2.0971 million shares and a turnover of 1.757 billion [2] - Other notable declines included Tom Cat (300459) down 3.75% and Glacier Network (300533) down 2.96% [2] - Conversely, Xunyou Technology (300467) increased by 2.99%, closing at 26.51, with a trading volume of 1.374 million shares and a turnover of 364 million [1][2] Capital Flow Analysis - The gaming sector experienced a net outflow of 2.028 billion from institutional investors, while retail investors saw a net inflow of 1.578 billion [2] - Notably, Xunyou Technology had a net inflow of 24.92 million from institutional investors, while ST Kaiven (002425) experienced a net outflow of 4.5925 million [3]