心动公司(02400)涨超5%，截至发稿，涨4.47%，报85.25港元，成交额1.06亿港元。 消息面上，据开源证券研报，1月23日，心动公司《心动小镇》手游国际服官宣下载量突破1000万，用 户量持续超预期。该行认为，这或为后续流水爬升并超预期打下基础，其在steam平台的同时在线人数 亦稳步提升，或进一步带来流水增量。国金证券也认为，《心动小镇》国际服在社交媒体平台声量持续 上涨，同时游戏内大量UGC 内容具备社交展示价值，随着游戏进程推进，玩家解锁更多玩法，将更多 的游戏内容发布在社交媒体，有望进一步进行推动游戏破圈，继续扩大游戏用户基数。 ...

每经AI快讯，心动公司(02400.HK)涨超5%，截至发稿，涨4.47%，报85.25港元，成交额1.06亿港元。 （文章来源：每日经济新闻） ...

智通财经APP获悉，心动公司(02400)涨超5%，截至发稿，涨4.47%，报85.25港元，成交额1.06亿港元。 消息面上，据开源证券研报，1月23日，心动公司《心动小镇》手游国际服官宣下载量突破1000万，用 户量持续超预期。该行认为，这或为后续流水爬升并超预期打下基础，其在steam平台的同时在线人数 亦稳步提升，或进一步带来流水增量。国金证券也认为，《心动小镇》国际服在社交媒体平台声量持续 上涨，同时游戏内大量UGC 内容具备社交展示价值，随着游戏进程推进，玩家解锁更多玩法，将更多 的游戏内容发布在社交媒体，有望进一步进行推动游戏破圈，继续扩大游戏用户基数。 ...

Investment Rating - Industry rating: Recommended [4] Core Insights & Investment Recommendations - ChatGPT will launch advertising slots, further driving the revaluation of AI traffic value. OpenAI plans to introduce an ad service in early February, requiring initial spending commitments of less than $1 million from advertisers. This move is expected to open up significant incremental revenue streams for the company and enhance the commercial potential of AI [2][17] - Four films have been scheduled for release during the 2026 Spring Festival, including "Silent Awakening," "Racing Life 3," "The Bounty Hunter: Winds Rise in the Desert," and "Bears: Year of the Bear." The diverse genres are expected to boost box office sales and related industries, alongside the rise of new content forms like AI comic dramas and quality short dramas [2][17] - Current rapid development of AI and the recovery of entertainment consumption suggest investment opportunities in: 1) Hong Kong internet leaders, promoting consumption and stabilizing employment; 2) the gaming industry, benefiting from policy incentives and technological empowerment; 3) the film and cultural tourism industry, supported by consumer policies that stimulate cinema recovery [3][18] Sub-industry Data Film Industry - The top three films by box office this week are "Silent Awakening" with a box office of 31.52 million yuan (19.40% market share), "Killing" with 26.96 million yuan (16.60%), and "Zootopia 2" with 20.46 million yuan (12.60%) [20][21] Gaming Industry - The top three iOS games are "Honor of Kings," "Peacekeeper Elite," and "Crossfire: Gunfight King." The top three Android games are "Delta Force," "Tomorrow's Ark: End of the World," and "Honor of Kings" [22][23] TV Series Industry - The top three TV series by viewing index are "The Sun is Like Me," "Tea Bone," and "Small Town Big Events," with indices of 79.8, 79.7, and 79.6 respectively [24][25] Variety Shows & Animation - The top variety show is "Wonderful Night Season 2" with a viewing index of 68.5, followed by "Sound of the Future 2025" and "Sound of Life: Chinese Flow Season" [26][27] - The top three animated shows are "Immortal Reversal" with a viewing index of 240.4, "Happy Hammer" with 201.1, and "Swallowing the Starry Sky" with 194.1 [28]

Investment Rating - The industry rating for the media and internet sector is "Positive" [2][47] Core Insights - Kuaishou's AI product, Keling, achieved a significant milestone with over 12 million monthly active users (MAU) in January 2026, and daily revenue increased by approximately 30% month-on-month [3][4] - The animation drama market is projected to reach 22 billion yuan in 2026, contributing 50% to the short drama industry's growth, with a compound annual growth rate (CAGR) of 12% for user scale and 24% for viewership from June to December 2025 [3][4] - AI technology is being increasingly applied in various stages of animation production, leading to over 70% cost reduction and over 80% efficiency improvement [4] Summary by Sections Sub-industry Ratings - The film industry is rated as "Positive" [2] User and Revenue Growth - Kuaishou's Keling AI user base and revenue have shown breakthrough performance, with a monthly revenue exceeding 20 million USD in December 2025 and a 350% increase in monthly paid users [3][4] Market Size and Growth Projections - The animation drama market is expected to exceed 22 billion yuan in 2026, with AI-generated content gaining significant viewer acceptance [3][4] AI Application in Content Creation - AI is utilized in creative processes, content production, and editing operations, with application ratios ranging from 10%-30% in creativity to 50%-80% in content production [4] Recommendations - The report suggests paying attention to companies like Bona Film Group due to their potential in the evolving landscape of AI-driven content production [4]

Investment Rating - The industry rating is "Recommended" [4] Core Insights & Investment Recommendations - ChatGPT is set to launch advertising slots, which will further drive the revaluation of AI traffic value. OpenAI has notified over ten advertisers about plans to introduce an ad service in early February, requiring initial commitments of less than one million USD from each advertiser. Ads will be presented independently and clearly labeled, potentially displaying relevant food brand ads during recipe queries. The expansion of the affordable subscription plan ChatGPT GO will also include ad testing among free and subscription users. This move is expected to open significant incremental revenue streams for the company and may further enhance the valuation of AI traffic [2][17] - Four films have been officially scheduled for release on the first day of the 2026 Spring Festival, including "Silent Awakening," "Racing Life 3," "The Bounty Hunter: Winds Rise in the Desert," and "Bears: Year of the Bear." The diverse genres include drama, comedy, animation, and martial arts. The report is optimistic about the Spring Festival's impact on box office revenues and related industries, as well as the potential boost from emerging content forms like AI comic dramas and quality short dramas entering mainstream visibility [2][17] Sub-industry Data Film Industry - The top three films by box office this week are "Return to Silent Hill" with 31.52 million CNY (19.40% market share), "The Kill" with 26.96 million CNY (16.60% market share), and "Zootopia 2" with 20.46 million CNY (12.60% market share) [20][21] Gaming Industry - The top three iOS games by revenue are "Honor of Kings," "Peacekeeper Elite," and "Crossfire: Gunfight King." The top three Android games by popularity are "Delta Force," "Tomorrow's End: The Final Land," and "Honor of Kings" [22][23] TV Series Industry - The top three TV series by viewing index are "The Sun is Like Me," "Tea Bone," and "Small Town Big Events," with indices of 79.8, 79.7, and 79.6 respectively [24][25] Variety and Animation - The top variety show is "Wonderful Night Season 2" with a viewing index of 68.5, followed by "Sound of the Future 2025" and "Sound of Life: Chinese Flow Season" [26][27] - The top three animated shows by viewing index are "Immortal Reversal" (240.4), "Happy Hammer" (201.1), and "Devouring the Starry Sky" (194.1) [28]

Group 1: Space Tourism and Commercial Space Industry - Beijing Chuanweizhe Space Technology Co., Ltd. has held a global launch event for space tourism, showcasing its first commercial manned spacecraft "Chuanweizhe No. 1 (CYZ1)" and has already booked over 20 space tourists across more than three spacecrafts, with a manned flight expected in 2028 [1] - The space economy is at a historic turning point, transitioning from a government-led exploration focus to a commercially driven, diversified ecosystem, driven by low-cost reusable rocket technology [1] - Analysts are optimistic about leading companies in the space exploration industry that possess core technological barriers and clear growth paths [1] Group 2: Sodium-Ion Battery Market - CATL has launched the first mass-produced sodium-ion battery, which is expected to adapt to various vehicle types and maintain over 92% usable capacity at -20°C [3] - The global sodium-ion battery market is projected to reach $5.11 billion by 2031, with significant growth potential due to its advantages in low-temperature performance and economic viability [3] - Companies like Huazi Technology and Jinyinhe are actively involved in the sodium-ion battery supply chain, with Huazi providing energy storage solutions and Jinyinhe leading in automated production lines for lithium and sodium-ion battery components [3] Group 3: Gaming Industry Developments - The gaming industry is experiencing a surge with new game releases, such as the collaboration between "Crossfire" mobile game and "The Wandering Earth," which quickly climbed to the top of the iOS sales charts [4] - The success of new games indicates that globalization and social experiences are key growth drivers in the gaming sector, with a strong focus on "evergreen games + globalization" strategies [4] - Companies like Kaiying Network are diversifying their business models by integrating digital assets with traditional tourism consumption, while 37 Interactive Entertainment is set to launch new titles in the upcoming quarter [5] Group 4: Energy Storage and Power Supply Solutions - The new energy storage capacity in China is expected to reach 144.7 GW by the end of 2025, marking an 85% year-on-year increase, and is crucial for building a new power system [6] - Energy storage is identified as a core solution for addressing power shortages in data centers, particularly in the U.S., where demand is surging due to the growth of data centers [6] - Companies like Penghui Energy and Jinrong Tianyu are expanding their production capabilities in energy storage products, with Penghui planning to introduce a new large-capacity battery by 2026 [7] Group 5: GPU Market and AI Demand - Shanghai Suiruan Technology's IPO has been accepted, aiming to raise 6 billion yuan, reflecting the growing interest in the domestic GPU market [8] - Domestic GPU manufacturers are improving performance and gaining advantages in localization, policy support, and cost control, with companies like Guangmai Technology actively pursuing opportunities in AI and computing power [8] - The demand for electricity is expected to increase by 30% globally by 2035, driven by the expansion of AI and data centers, with solar energy being highlighted as a key future energy source [9]

《燕云十六声》斩获年最佳游戏奖项 1月24日，2025TapTap年度游戏大赏在上海上音歌剧院落下帷幕，这场国内顶级的玩家游戏大赏走完了它的第一个十年。 本次大赏除主会场外，由36氪游戏、京东电竞、京东MALL、红魔手机共同助力开展的异地观赏+试玩会，也分别在北京、广州、成都三地的京东MALL成 功举办。 线下异地观赏+试玩会现场 JNI/JV/ VAL/J J 上海演唱会,15号从乌鲁木齐到 上海坐了 41小时火车(硬座!), 刚准备出站,结果直接来了个短 信,说我获得了 2025TapTap年 度游戏大赏成都分会场的资格。 我当时直接愣住了,因为我是大 四学生,今年上半年就毕业了, 想着之后估计也就没这样的机会 了,该上班了答,没想到还能有 这样的经历,原本准备19号就回 到我立刻就定了到成都的飞机, 今天参加活动真的感觉不虚此行, 有一群同好在一起讨论游戏氛围 真的超级好啊, 每个人都在为自 己的游戏打 call拉票,他们每个 人说起自己喜欢的游戏的时候, 眼里都闪着一股光,每一次奖项 里面有自己喜欢的游戏他们都会 欢呼,我第一次如此真切地感受 到,原来有这么多"活生生的人" 和我爱着同一片虚拟的世界, ...

心动公司(02400)发布公告，于2026年1月23日该公司斥资197.07万港元回购2.4万股，回购价格为每股 81.15-83.10港元。 ...

格隆汇1月23日丨心动公司(02400.HK)公告，1月23日耗资197.1万港元回购2.4万股。 ...