转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院移动游戏研究小组发布的《中国移动游戏行业市场前瞻与投资战 略规划分析报告》。 行业主要上市公司：腾讯控股(00700.HK);网易(09999.HK);哔哩哔哩(09626.HK);友谊时光(06820.HK);中 手游(00302.HK);游族网络(002174.SZ)，天娱数科(002354.SZ);凯撒文化(002425.SZ);恺英网络 (002517.SZ);三七互娱(002555.SZ);巨人网络(002558.SZ);世纪华通(002602.SZ);完美世界(002624.SZ);宝通 科技(300031.SZ);星辉娱乐(300043.SZ)等 本文核心数据：中国自研移动游戏研发投入、中国自研游戏国内外收入、中国自研游戏海外收入分布 根据各公司年报，2017-2024年，中国TOP20移动游戏企业研发投入不断增加，2024年达到990.20亿元， 同比增长8.8%。 注：中国TOP20移动游戏企业由2024年公司游戏业务毛利率排名选出，下同。 中国TOP20移动游戏企业研发人员数量占比超65% 根据各公司年报，2021-2024年，中国T ...

证券之星消息，1月22日游戏板块较上一交易日上涨0.0%，名臣健康领涨。当日上证指数报收于4122.58，上涨0.14%。深证成指报收于14327.05， 上涨0.5%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002919 | 名臣健康 | 26.91 | 6.41% | 15.04万 | | 3.98亿 | | 300113 | 顺网科技 | 22.20 | 2.35% | 25.57万 | | 5.63亿 | | 603258 | 电魂网络 | 19.32 | 1.95% | 3.42万 | | 6562.03万 | | 600715 | 文投控股 | 2.27 | 1.79% | 43.37万 | | 9778.37万 | | 300459 | 汤姆猫 | 5.28 | 1.73% | 194.19万 | | 10.24亿 | | 300418 | 昆仑万维 | 53.45 | 1.64% | 67.89万 | | 36.32亿 | | 3 ...

Group 1 - Baotong Technology's stock increased by 5.81%, reaching 26.39 CNY per share, with a trading volume of 598 million CNY and a turnover rate of 6.61%, resulting in a total market capitalization of 11.051 billion CNY [1] - Baotong Technology, established on December 27, 2000, and listed on December 25, 2009, is located in Wuxi, Jiangsu Province. The company's main business involves industrial internet services and mobile internet, with revenue composition as follows: mobile game products 43.69%, digital products for intelligent transportation 43.44%, and intelligent transportation system services 12.87% [1] Group 2 - The top circulating shareholder of Baotong Technology includes a fund from GF Fund Management, specifically the GF CSI 1000 ETF (560010), which entered the top ten circulating shareholders in the third quarter, holding 1.4131 million shares, accounting for 0.4% of circulating shares. The estimated floating profit today is approximately 2.0491 million CNY [2] - The GF CSI 1000 ETF (560010) was established on July 28, 2022, with a latest scale of 35.303 billion CNY. Year-to-date return is 8.02%, ranking 1353 out of 5520 in its category; the one-year return is 49.2%, ranking 1592 out of 4203; and since inception, the return is 19.09% [2]

Group 1 - The core viewpoint of the news is that Baotong Technology has shown a positive stock performance with a 4.75% increase since the beginning of the year and a market capitalization of 9.97 billion yuan as of January 9 [1] - As of September 30, 2025, Baotong Technology reported a revenue of 2.457 billion yuan, reflecting a year-on-year growth of 0.37%, while the net profit attributable to shareholders decreased by 12.16% to 209 million yuan [2] - The company has a diverse revenue structure, with mobile game products contributing 43.69%, digital products for intelligent transportation contributing 43.44%, and intelligent transportation system services accounting for 12.87% of total revenue [1] Group 2 - Baotong Technology has a total of 57,000 shareholders as of September 30, 2025, which is a decrease of 8.91% from the previous period, while the average number of circulating shares per shareholder increased by 9.78% to 6,171 shares [2] - The company has distributed a total of 549 million yuan in dividends since its A-share listing, with 66.63 million yuan distributed over the past three years [3] - The top circulating shareholders include Huaxia Zhongzheng Animation Game ETF, which increased its holdings by 1.6352 million shares, and Hong Kong Central Clearing Limited, which increased its holdings by 408,700 shares [3]

Investment Rating - The industry rating is "Outperform the Market," indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 months [17]. Core Insights - The report highlights significant advancements in AI gaming, particularly with the introduction of playable AI NPCs by Ubisoft, which allows players to interact with AI teammates in a dynamic gaming environment [3]. - The emergence of commercial products based on AI world models, such as Marble by World Labs and Tencent's mixed reality model, showcases the potential for creating immersive 3D worlds using generative AI [4]. - The development of AI game creation tools, like YouTube's Playables Builder, is democratizing game development by enabling users to create games without programming knowledge [4][5]. Summary by Sections AI NPC Development - Ubisoft launched a playable demo of AI NPCs named "Teammates," where players can command AI teammates using natural language, powered by Google's Gemini and Ubisoft's middleware [3]. AI World Models - Companies like Google DeepMind and Tencent are advancing in AI world models, with Tencent's mixed reality model allowing users to create interactive worlds from text or images [4]. AI Game Creation Tools - YouTube is testing an AI game creation tool, Playables Builder, which allows users to create games using simple text and media inputs, currently in testing phases in select markets [4]. - The AI game creation platform SOON by Kaiying Network integrates generative AI to streamline complex game development processes, significantly lowering technical barriers and costs [5]. Investment Recommendations - The report suggests focusing on companies related to gaming, including Tencent, NetEase, Bilibili, Giant Network, and others, as potential investment opportunities [6].

证券之星消息，12月24日游戏板块较上一交易日下跌0.92%，恺英网络领跌。当日上证指数报收于3940.95，上涨0.53%。深证成指报收于 13486.42，上涨0.88%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002174 | 游族网络 | 12.57 | 6.44% | 60.91万 | | 7.48亿 | | 600892 | *ST大晟 | 3.44 | 3.93% | 12.55万 | 4322.52万 | | | 300031 | 宝通科技 | 22.30 | 3.34% | - 13.65万 | | 3.02亿 | | 600633 | 浙数文化 | 12.79 | 2.40% | 16.67万 | | 2.12亿 | | 300052 | ST中青宝 | 12.18 | 2.27% | 5.08万 | 6155.19万 | | | 300299 | 富春股份 | 7.28 | 1.96% | 48.01万 | | ...

Group 1 - On December 19, Baotong Technology's stock increased by 0.80%, with a trading volume of 117 million yuan. The margin trading data showed a financing purchase amount of 13.79 million yuan and a net financing purchase of 3,113 yuan for the day [1] - As of December 19, the total margin trading balance for Baotong Technology was 654 million yuan, with the financing balance at 652 million yuan, accounting for 7.32% of the circulating market value, which is below the 20th percentile level over the past year [1] - The company has a high margin balance with a short selling balance of 1.68 million yuan, which is above the 50th percentile level over the past year [1] Group 2 - As of September 30, Baotong Technology had 57,000 shareholders, a decrease of 8.91% from the previous period, while the average circulating shares per person increased by 9.78% to 6,171 shares [2] - For the period from January to September 2025, Baotong Technology reported a revenue of 2.457 billion yuan, a year-on-year increase of 0.37%, while the net profit attributable to shareholders decreased by 12.16% to 209 million yuan [2] Group 3 - Since its A-share listing, Baotong Technology has distributed a total of 549 million yuan in dividends, with 66.63 million yuan distributed over the past three years [3] - As of September 30, 2025, the top ten circulating shareholders included Huaxia CSI Animation Game ETF as the second-largest shareholder with 9.6336 million shares, an increase of 1.6352 million shares from the previous period [3] - Other notable shareholders include Hong Kong Central Clearing Limited and Southern CSI 1000 ETF, with respective increases and decreases in their holdings [3]

证券代码：300031 证券简称：宝通科技 公告编号：2025-052 无锡宝通科技股份有限公司 关于全资子公司与专业投资机构共同投资 的进展公告 本公司及其董事会全体人员保证公告内容真实、准确和完整，公告不存在 虚假记载、误导性陈述或者重大遗漏。 无锡宝通科技股份有限公司（以下简称"公司"或"宝通科技"）全资子公 司海南元宇宙科技有限公司（以下简称"海南元宇宙"）与上海辰韬资产管理有 限公司（以下简称"辰韬资本"）、重庆分享投资有限公司（以下简称"重庆分享 投资"）、自然人林新正先生、梁亮先生、钟春龙先生签署了《嘉兴迎瑞创业投资 合伙企业（有限合伙）合伙协议》，共同投资嘉兴迎瑞创业投资合伙企业（有限 合伙）（以下简称"合伙企业"或"产业基金"）。产业基金总认缴出资额为人民 币 6,380 万元，其中，海南元宇宙作为有限合伙人以自有资金认缴出资人民币 3,000 万元，占合伙企业认缴出资比例的 47.02%。具体内容详见公司于 2025 年 11 月 11 日在巨潮资讯网（www.cninfo.com.cn）上披露的《关于全资子公司与专 业投资机构共同投资的公告》（2025-051）。 二、对外投资进展 1、 ...

证券日报网讯12月1日，宝通科技在互动平台回答投资者提问时表示，公司并未参与成立宁波辰韬智驾 股权投资基金合伙企业(有限合伙)，敬请投资者注意投资风险。 ...

Group 1 - The company is actively exploring micro motors and is engaged in related product research and testing, indicating ongoing development efforts [1] - The company acknowledges that these initiatives carry a certain level of uncertainty, advising investors to be mindful of investment risks [1]