智通财经APP获悉，在AI产业的发展进程中，技术能否落地并形成可持续的商业闭环、能否创造可验证 的产业价值，始终是资本市场关注的核心。2月27日，中国本土出海AI营销科技赛道龙头钛动科技正式 递表港交所，冲刺"Multi-Agent第一股"。其历经近十年打磨的商业飞轮模式，不仅验证了AI应用的商业 化价值，更成为中国企业出海浪潮中的服务标杆。 据了解，钛动科技是一家以"AI赋能商业，智能成就增长"为使命，致力于为全球商业增长提供效果导向 的营销解决方案的科技企业。在强大的AI营销服务能力下，公司目前已累计管理超过4亿个广告策略与 1400万个标准化产品单元，提供广泛且精细的国际市场数据覆盖。此外，钛动科技还与Meta、Google、 TikTok、Snap等全球头部媒体建立深度合作，媒体网络覆盖超200个国家和地区，整合约700万家媒体平 台及1.5亿达人资源，形成纵深多元的场景资源覆盖。 在此基础上，钛动构筑了"场景-数据-模型-效果"的自增强闭环，有效推动技术能力与客户服务效率的同 步提升。随着每一次营销活动的推进，真实的投放效果数据会持续回流，不断优化钛极大模型的判断力 与决策质量，久而久之形成自我强化 ...

宋元烟火未散，非遗古韵悠长。泉州，这座集"神仙属地"的灵秀与"非遗之城"的厚重于一身的世界文化遗产城市，既有清源山老君岩的道法自然、真武庙的 海丝古韵，又有南音袅袅、簪花簇簇的非遗浪漫，堪称新春寻福探韵的绝佳目的地。当千年文脉遇上数字经济新浪潮，一场跨越次元的文旅盛宴正式启幕！ 作为国风修仙题材标杆之作的《寻道大千》，项目组将江口码头、文兴渡宝箧印经式石塔、传统建筑构件"滴水兽"等泉州的经典地标和人文内涵数字化，并 植入到不同的场景和内容中。其中，"滴水兽"化身寻道新神兽，提供好运"BUFF"保佑玩家对局，这也正好契合了"滴水兽"背后迎福纳祥的美好寓意。 《时光大爆炸》则以轻量化玩法为载体，以国家级非物质文化遗产蟳埔簪花围为灵感来源，设计了主角皮肤和头像框，让玩家在游戏里也能感受簪花围的魅 力。而在主打国风经营题材的《叫我大掌柜》中，三七互娱则聚焦泉州宋元时期"东方第一大港"的历史底蕴与市井烟火，并推出了以联合国教科文组织人类 非物质文化遗产"南音"为设计灵感的角色定制皮肤。 值得一提的是，三七互娱、延趣游戏结合游戏载体与AI技术，打造了一幅"泉游·好运地图"。在三款游戏的首页，以及清源山、真武庙、蟳埔村、文 ...

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 ...

近日Epyllion公司的Matthew Ball发布《2026年视频游戏现状报告》，这应该算得上是2026年第一份比较重量级的全球游戏报告，而在这份报告里面，游戏 矩阵也针对中国市场的表现进行了一个具体的整理，其中披露的全球及中国游戏市场关键数据，核心价值在于为我们精准洞察中国游戏市场的实际表现、 厘清行业发展脉络，提供了极具参考价值的依据。 中国玩家话语权持续增加 根据报告显示，2025年，全球游戏内容销售额达1956亿美元（约合人民币1.35万亿元），同比实现5.3%的稳步增长，而中国玩家直接贡献了全球20%的游 戏支出。 值得行业关注的是，中国玩家的消费偏好极具本土导向：84%的游戏支出流向本土游戏产品，仅有16%的份额归于海外游戏。这一数据不仅印证了本土游 戏产品对中国玩家需求的精准适配，更直观体现出中国游戏自研实力的崛起与本土IP影响力的持续扩大。 而根据游戏矩阵在这个春节期间，走进了几个网吧、网咖观察，游戏已经不再是过去《英雄联盟》独步天下了，24年发布的《黑神话：悟空》为网吧带来 了很大的影响，再25年，腾讯的《三角洲行动》《无畏契约》等FPS游戏的风靡更是让不少网咖出现了"一位难求"的场面， ...

"广州正构建以先进制造业为骨干的现代化产业体系，并将人工智能列为新兴支柱产业。我们针对企业出海普遍面临的海外市场复杂、文化差异显著、数据 洞察困难等挑战，为出海企业的品牌全球化征程锻造新的智能引擎。"他表示，基于钛极多模态大模型，钛动科技打造了首个营销多智能体Navos。其名取自 于出海导航Navigation，能够实现跨国家、跨语言的市场洞察与用户分析，将市场决策效率提升数百倍，同时支持批量自动化生产多样化、契合当地消费者 偏好的创意内容，用AI抹平文化差异，将创意素材的分析和生产效率提升近百倍，真正以数据驱动业务增长；将复杂的全球营销任务简化为一句句简单指 令，带来深刻的效率革命。 面对人工智能从"通用"走向"专业"的下半场，李述昊说，人工智能的革命要从单一的技术革命，走向技术与产业的结合，钛动科技将全力以赴、发挥广州产 业应用优势，走出一条"深耕产业、赋能出海"的特色发展道路，共同打造具有全球影响力的"垂类模型之都"，这将让广州在全球AI版图中拥有鲜明的辨识度 和强有力的话语权。 李述昊强调，钛动科技正探索AI赋能产业出海的创新模式，目标是真正助力广州和全国的企业通过AI技术能力跨越文化鸿沟，在全球市场 ...

憨态可掬的机器狗、火爆全球的IP潮玩、备受追捧的游戏影音产品……2月24日下午，在2026年广东省高质量发展大会"数字经济与贸易新业态"分会场的企 业展示区，琳琅满目的产品是广东数字经济蓬勃发展的真实写照。 记者从会上了解到，广东数字贸易呈现快速发展好势头。贸易数字化方面，跨境电商进出口10年增长55倍，占全国比重超过1/3。数字贸易化方面，"十四 五"期间，全省服务贸易实现翻番，2025年达2625.8亿美元，数字贸易额1042.8亿美元。未来，广东还将积极拥抱全球数字化浪潮，充分发挥多重优势，深入 推进数字经济和实体经济互促双强、融合发展。 数智引领，赋能贸易新业态 当前，全球贸易数字化趋势愈发明显。广东省推动数字与贸易深度融合。数据显示，广东货物进出口连续40年全国居首，跨境电商进出口占全国超1/3、连 续10年全国领先，是对外贸易名副其实的新增长极。 全省高质量发展大会分会场 数字经济与贸易新业态 ←网 会上，省商务厅厅长张劲松对跨境电商稳规模扩增量5条政策进行了推介。政策旨在探索新贸易渠道、贸易模式，从提升跨境电商查验效率、发展网购保税 业务、发展出口海外仓业务、推进跨境电商阳光化试点、加大财政资金 ...

Group 1 - The core viewpoint of the article highlights that Guangdong's digital trade is projected to reach $104.28 billion by 2025, with a year-on-year growth of 9.2%, accounting for 27.3% of the national total [1] - During the "14th Five-Year Plan" period, Guangdong's digital trade is expected to grow from $81.23 billion to $104.28 billion, with an average annual growth rate of 9.5% [1] - Guangdong is actively promoting exports in sectors such as animation, gaming, and online dramas, fostering leading companies and high-quality IPs, with Dongguan recognized as "China's Toy City" [1] Group 2 - The province is expanding its digital service trade and developing high-end service outsourcing, with the execution amount for service outsourcing projected to reach $44.9 billion by 2025, reflecting a year-on-year increase of 13.5% [2] - Guangdong is establishing several provincial-level digital service export bases, enhancing innovation capabilities in digital technology trade, particularly in cloud computing and communication technology services [2] - High-value-added services such as artificial intelligence development and internet marketing are expected to see significant growth, with respective year-on-year increases of 192.6%, 150.0%, 41.3%, and 26.4% [2]

2月24日，2026年广东省高质量发展大会在广州召开。大会期间举行五场平行分会场。在主题为"数字经 济与贸易新业态"的分会场，三七互娱（002555.SZ）副总裁郭平接受了南方财经记者采访。她表 示，"公司将持续加大AI研发投入、深化文化融合创新、拓展海外市场布局，当好广东游戏产业'扛旗 者'，助力广东打造数字经济与贸易新业态融合高地。" 郭平认为，游戏产业作为数字经济的重要组成部分，既是文化传播的"数字载体"、AI落地的"核心场 景"，贸易新业态的"关键形式"，更是广东数字经济高质量发展的重要增长极。 AI技术是三七互娱高质量发展的核心引擎。不同于行业内单一的AI工具应用，三七互娱构建了"内外联 动"的AI生态护城河，让技术真正渗透到研运全链路。对内，三七互娱打造了以自研行业大模型"小七大 模型"为主的全链路AI赋能生态矩阵。2025年，"小七大模型"成为广东省首批通过国家网信办生成式AI 服务备案的游戏垂类大模型，并让企业实现了研运全链路的高渗透，整体AI覆盖率超90%。 比如，在广告投放侧，AI自动投放占比超70%。AI投手在24小时监控、持续优化和稳定性方面均优于人 工投手。在研发侧，美术环节AI渗透 ...

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].