Group 1 - The gaming market has shown significant recovery over the past year, with a notable increase in the number of game approvals [1][6] - In June, the National Press and Publication Administration approved 147 domestic game licenses and 11 imported game licenses, marking a recent high in the number of approvals [1][6] - For the first half of 2025, the number of domestic game licenses reached 757, with a consistent monthly increase in approvals [5][6] Group 2 - In 2024, a total of 1,416 new game licenses were issued, including 1,306 domestic and 110 imported licenses, returning to the approval levels seen in 2020 [6] - The Chinese gaming market size reached 280.5 billion yuan in May, reflecting a year-on-year growth of approximately 9.9% [6] - Tencent's games, such as "Honor of Kings" and "Crossfire: Gunfight King," achieved record quarterly revenues, contributing to the overall market growth [6][7] Group 3 - The approval speed for game licenses has accelerated, providing strong support for manufacturers to launch new products [7] - Despite the increase in the number of licenses, competition in the gaming market has intensified, emphasizing the importance of quality in addition to quantity [7]

Market Overview - On June 24, A-shares major indices experienced fluctuations throughout the day, with total trading volume in the Shanghai and Shenzhen markets reaching 1.41 trillion yuan, an increase of 292 billion yuan compared to the previous trading day [1] - The solid-state battery concept stocks saw a significant surge, while sectors such as oil and gas, ports, and precious metals faced substantial declines [1] Key Stocks - Notable stocks in the solid-state battery sector included Nord Shares with a six-day consecutive rise, Xingye Shares with five rises in eight days, and Xiangtan Electric with four consecutive rises [2] - Other strong performers included Zhejiang Dongri in the brain-computer interface sector with five rises in six days, and Zhongjing Electronics in the PCB sector with four rises in five days [2] Stock Performance Data - Nord Shares (600110) closed at 6.24 yuan, up 10.05%, with a trading volume of 2.76 billion yuan and a turnover rate of 26.33% [3] - Zhejiang Dongri (600113) closed at 25.04 yuan, up 10.02%, with a trading volume of 666.1 million yuan and a turnover rate of 6.60% [3] - Zhongjing Electronics (002579) closed at 12.65 yuan, up 10.00%, with a trading volume of 2.976 billion yuan and a turnover rate of 41.52% [3] - Xingye Shares (826609) and Xiangtan Electric (002125) both saw significant gains of 49.99% [3] Trading Dynamics - A total of 72 stocks hit the daily limit up, with 14 stocks experiencing consecutive rises, and 18 stocks failed to maintain their limit up status, resulting in a sealing rate of 80% [4] - The top three net buying stocks on the Dragon and Tiger list were Guoxuan High-Tech, Guangxun Technology, and Ice River Network, with net purchases of 318 million yuan, 300 million yuan, and 201 million yuan respectively [5] Institutional Trading - Guangxun Technology saw a net institutional purchase of 76.19 million yuan, while Guoxuan High-Tech had a net institutional purchase of 63.78 million yuan [8] - The top three net selling stocks by institutions included Neimenggu Yiji, Taishan Petroleum, and Zhongjing Electronics, with net sales of 76.74 million yuan, 61.23 million yuan, and 57.39 million yuan respectively [9] Sector Insights - Guoxuan High-Tech is advancing in solid-state battery production, with its "Jinshi Battery" achieving a cell energy density of 350 Wh/kg and a capacity increase of 150% [10] - Guangxun Technology specializes in high-speed optical modules for cloud computing data centers and is expected to benefit from the growth of domestic internet markets [11] - Ice River Network, focused on online gaming, reported a revenue of 654 million yuan in Q1 2025, marking a year-on-year growth of 16.65% [12]

| 序号 | 名称 | 申报类别 | 出版单位 | 运营单位 | 变更信息 | 批复文号 | 批准变更时间 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 不休的音符 | 移动-休闲 益智 | 北京侠客行网 络技术有限公 司 | 上海犀牛互动 | 原运营单位 | 国新出审 | 2025年06月23 日 | | | | | | | (北京墓远 | | | | | | | | 网络科技有限 | 科技有限公 | [2020] | | | | | | | 公司 | 司)、变更 | 2547号 | | | | | | | | 版本 | | | | 2 | 酷比大陆 | 移动、客户 | 上海科学技术 文献出版社有 | 上海派柯斯网 | 原申报版本 | 国新出审 | 2025年06月23 | | | | | | 络科技有限公 | | [2024] | | | | | 理 | | | 增加客户端 | | 日 | | | | | 限公司 | 司 | | 2143号 | | | 3 | 三国:名将风云 | 移动 | 超电景由于层 像出版社有限 | 海南指娱互动 ...

搜打撤赛道居然还有高手？ 6月24日，《和平精英》首次公布了"地铁逃生"模式的DAU成绩—— 五一当日超3700万 。 几乎是直白的，这款腾讯游戏于射击市场的主力基本盘产品突然拆开了多个关于头部大DAU游戏和游戏产业变化的盲盒。 其一，"地铁逃生"以新品类游戏模式形态取得的DAU规模已领先于绝大多数独立游戏产品。这说明近四个季度中，连续录得增长的"旗舰长青"产品， 不止 因为成熟内容版块的生命力，也因为切实抓住了品类风口。 即便是运营多年，有生态固化、研发惯性嫌疑的 头部大DAU产品，仍有内容转向和应对市场变化的成功率。 其二，3700万也是目前已知的搜打撤品类市场中最高，且断层式地，数倍领先于上线不满一年的千万级DAU高热新品。搜打撤，这个被视作射击游戏乃至 整个产业的增量品类，还未行至正面的用户抢夺阶段，长线看来确有成为新一代基本盘品类的潜力。且相较于此前如战术竞技、开放世界、二次元等风口细 分品类的规模化路径， 如今更高效的"大众化玩法培育"正发生在头部品牌生态之内 ，而非老式的新品"千X大战"。 拥有生态优势的头部产品对风口的把控力可能处在增强趋势 ，"害怕错过XX"式的巨头焦虑似乎可以稍作舒缓。 当 ...

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A股收评：沪指放量涨1.15%再回3400点 无人驾驶板块集体大涨 金十数据6月24日讯，A股三大股指今日集体放量大涨，沪指早间重回3400点，创业板指涨逾2%，午后 三大股指维持高位震荡，截至收盘，沪指涨1.15%，深证成指涨1.68%，创业板指涨2.3%；沪深两市全 天成交额超1.4万亿，两市超只个股飘红。盘面上，大市多数板块飘红，无人驾驶板块多股涨停掀涨停 潮，固态电池、机器人、游戏等板块涨幅居前；受中东局势缓和影响，油气开采板块、核污染防治板块 全天疲软。 ...

只要主机平台上宣布会免"EA Sports FC"系列，我都会忍不住去下载回来踢两局，然后踢两局会变成踢更多局，直到每年9月，这一代游戏的生命自然终 止，我才能彻底摆脱在游戏里"上班"的悲惨命运。这种网游式设计的东西太容易沉迷，所以今年，我只是在睡不着的时候点开某个直播看两场网友对局。 也挺好，我用不着砸手柄，还能省下很多时间做别的事儿。 我认真思考过，自己投入大量时间去玩"FC"系列，到底有什么好处？想来想去，最大的好处其实是能大量熟悉欧洲乃至西亚联赛的知名球员，他们在哪 个队、有什么技术特点等等。虽然EA总是被嘲笑不懂足球，但起码大差不差，还是能了解很多球队和球员新赛季的变化。相反，在现实里，我已经没有 太多时间去看五大联赛的比赛，即使看，也经常是开着声音助眠，留下的印象只能说聊胜于无。 EA对足球的理解确实比以前精进了，阵型的不同、战术设置的变化都能对比赛产生巨大影响，数值好的球员更是可能决定比赛胜负。这会给我们一些直 观的体验：就算现实里你从来没有真正踢过足球，至少也能明白，球员的意识、体能、个人技术水平和球队战术等因素是如何影响战局的。 当然，如果你是"足球经理"系列粉丝，你肯定会说"足球经理"比" ...

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Group 1 - The gaming sector has increased by over 3% [1] - The Huatai-PineBridge Gaming ETF (516770) has risen by 2.62%, with a trading volume of 9.3844 million yuan, which is a 38.34% increase compared to the same time yesterday [1] - The trading volume has increased by 10 million units over the past month [1] Group 2 - The market leader in packaged gaming is suggested for rebound buying through index ETFs [1]