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【私募调研记录】裕晋投资调研中望软件
Zheng Quan Zhi Xing· 2025-08-01 00:06
Group 1 - Recent research conducted by Yu Jin Investment focused on Zhongwang Software, highlighting the importance of intellectual property compliance in the company's internationalization process [1] - Zhongwang Software emphasized its commitment to adhering to international legal standards in response to Autodesk's lawsuit, aiming for resolution through negotiation while preparing for judicial proceedings [1] - The company reassured that its product sales would not be hindered during the litigation and expressed confidence in maintaining customer support [1] Group 2 - Yu Jin Investment, established in 2007, is a professional securities investment and asset management firm with a registered capital of 11.11 million and paid-in capital of 26 million [2] - The core management team possesses over 15 years of investment management experience, demonstrating strong capabilities in systematic investment research and asset management [2] - Over the past five years, Yu Jin Investment has achieved a compound annual return rate exceeding 20%, showcasing its robust investment performance in both primary and secondary markets [2]
Switch全球累计销量已达1.52亿台;腾讯《热血美职篮》正式上线|游戏早参
Mei Ri Jing Ji Xin Wen· 2025-05-08 23:25
Group 1 - The game "Palworld" is undergoing functional adjustments due to a patent infringement lawsuit, reflecting the potential impact of intellectual property disputes on game development and distribution [1] - Nintendo's financial report for FY2025 shows a significant decline in net sales by 30.3% to 1,164.922 billion yen (approximately 58.668 billion RMB), and a 46.6% drop in operating profit to 282.5 billion yen (approximately 14.107 billion RMB) [2] - Tencent's "NBA: The Blood of Basketball" has officially launched and quickly topped the iOS free chart, indicating strong demand in the sports gaming market [3] Group 2 - The cumulative global sales of Nintendo's Switch have reached 152 million units, highlighting its market presence despite the recent financial downturn [2] - The adjustments made to "Palworld" may prompt investors to reassess compliance risks and the strategies companies employ to handle patent issues [1] - The success of "NBA: The Blood of Basketball" may lead investors to reevaluate the potential of combining sports IP with game development, influencing market positioning and long-term growth expectations for related companies [3]