今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | PET铜箔 | 2.09 | 可燃冰 | -4.14 | | 光刻胶 | 1.45 | 脑机接口 | -3.34 | | BC电池 | 1.13 | 短剧游戏 | -3.07 | | 钙钛矿电池 | 1.06 | 智谱AI | -3.06 | | 航运概念 | 1.02 | 快手概念 | -2.99 | | 白酒概念 | 0.83 | MLOps概念 | -2.97 | | 兵装重组概念 | 0.80 | 华为盘古 | -2.80 | | 先进封装 | 0.79 | 财税数字化 | -2.79 | | 石墨电极 | 0.65 | 云办公 | -2.66 | | 低辐射玻璃(Low-E) | 0.64 | 小红书概念 | -2.53 | 资金面上看，今日脑机接口概念板块获主力资金净流出5.46亿元，其中，23股获主力资金净流出，7股 主力资金净流出超3000万元，净流出资金居首的是汉威科技，今日主力资金净流出1.33亿元，净流出资 金居前的还有创新医疗、汤姆猫、诚 ...

截至6月20日收盘，短剧游戏概念下跌3.07%，位居概念板块跌幅榜前列，板块内，元隆雅图跌停，川 网传媒、中文在线、思美传媒等跌幅居前。 今日涨跌幅居前的概念板块 | 300571 | 平治信息 | -2.23 | 3.18 | 110.08 | | --- | --- | --- | --- | --- | | 000892 | 欢瑞世纪 | -4.25 | 10.46 | 167.97 | | 002739 | 万达电影 | -1.32 | 0.78 | 182.71 | | 603868 | 飞科电器 | -0.64 | 0.17 | 212.60 | | 000156 | 华数传媒 | -1.56 | 0.60 | 349.66 | | 301262 | 海看股份 | -3.89 | 4.73 | 557.06 | | 300413 | 芒果超媒 | -0.75 | 1.13 | 1340.31 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 资金面上看，今日短剧游戏概念板块获主力资金净流出17.73亿元，其中，44股获主力资金净流出，8股 主力资金净流出超 ...

Core Insights - The mobile gaming market in May saw Tencent dominating the download charts with "Delta Action" at Top 1, followed by "Honor of Kings" and "Peacekeeper Elite" at Top 2 and Top 3 respectively [1] - New entries in the download rankings included 8 games, with 6 being newly launched in May, highlighting a trend of fresh content driving downloads [4] - "Tafeng Xing," a new mobile game from Zulong Entertainment, gained significant attention, reaching the iOS free game chart's Top 1 shortly after its launch, showcasing the impact of high-quality production and innovative gameplay [4][6] Download Rankings - Tencent led the download rankings with 12 games, while NetEase followed with 5 games, indicating a strong competitive landscape [18] - The action genre dominated the new entries, with 7 action games making it to the download charts [18] New Game Highlights - "Tafeng Xing" features a unique blend of gameplay mechanics, allowing players to customize their skills and strategies, which enhances the overall gaming experience [6] - The game also integrates a rich narrative and immersive environments, appealing to players seeking depth in gameplay [6] IP Collaborations - The collaboration between "I Am the Great Merchant" and the popular Chinese animation "Journey to the West" reflects a growing trend of leveraging IP partnerships to enhance game appeal and user engagement [8][10] - This partnership aims to merge traditional culture with modern gaming, thereby attracting a broader audience [10] Revenue Rankings - "Honor of Kings" and "Peacekeeper Elite" maintained their positions at Top 1 and Top 2 in the revenue rankings, while "Endless Winter" from Diandian Interactive secured Top 3 [12] - New entries in the revenue rankings included "Arknights," "Genshin Impact," "FC Football World," and "Xianyu," indicating a diverse range of successful titles [15] Market Dynamics - The mobile gaming market in May exhibited a dynamic landscape where established games maintained their user base while new titles like "Tafeng Xing" and "Yanyun Sixteen Sounds" broke through with innovative gameplay and IP integration [18] - The competition between old and new games illustrates a healthy market environment, fostering continuous innovation and user engagement [18]

Core Insights - The Chinese gaming market reached a scale of 28.051 billion yuan in May 2025, reflecting a year-on-year growth of 9.86% and a month-on-month growth of 2.56% [1] Market Segmentation - The client game market in China was valued at 5.819 billion yuan in May 2025, showing a year-on-year increase of 1.58% and a month-on-month increase of 0.34% [1] - The mobile gaming market in China achieved a scale of 21.177 billion yuan in May 2025, with a year-on-year growth of 11.96% and a month-on-month growth of 3.69% [1]

Core Insights - The report by Qimai Data reveals the top mobile games in terms of downloads and revenue for May 2025, highlighting Tencent's dominance in both categories [1][5]. Download Rankings - The top three games in the download rankings are all developed by Tencent: "Delta Action" at rank 1, followed by "Honor of Kings" at rank 2, and "Peace Elite" at rank 3 [1][2]. - Tencent leads the download rankings with 12 games in the top 30, while NetEase has 5 games [5][9]. - New entries in the download rankings include 8 games, with 6 being newly launched in May, such as "Hot Blood Basketball" and "Victory Goddess: New Hope" [5][9]. Revenue Rankings - In the revenue rankings, "Honor of Kings" and "Peace Elite" hold the top two positions, with "Endless Winter" from Point Interactive at rank 3 [1][5]. - The revenue rankings also show Tencent's strong performance, with 13 games making it to the list [9]. Game Categories - Action games dominate the new entries in the download rankings, with 7 out of 8 new games falling into this category [5][9]. - The report indicates a growing trend in the action genre, reflecting consumer preferences in the mobile gaming market [5].

沪指跌0.07%，深成指跌0.47%，创业板指跌0.84%。 6月20日，截至收盘，沪指跌0.07%，深成指跌0.47%，创业板指跌0.84%。 | | A股重要指数 | | 中文 | | --- | --- | --- | --- | | 名称 | 最新 | 涨跌 | 涨幅 | | 上证指数 | 3359.90 | -2.21 | -0.07% | | 深证成指 | 10005.03 | -46.94 | -0.47% | | 北证50 | 1347.46 | -18.33 | -1.34% | | 创业板指 | 2009.89 | -16.93 | -0.84% | | 科创综指 | 1160.80 | -8.03 | -0.69% | 沪深两市全天成交额1.07万亿。 个股跌多涨少，全市场超3600只个股下跌。 | 27 全A 1 231 跌 364 4 1 | | --- | | F 200 | 盘面上看，白酒、港口航运、银行、电池等板块涨幅居前，油气、脑机接口、短剧、游戏等板块跌幅居 前。 具体来看，白酒板块表现强势，皇台酒业涨停，迎驾贡酒涨逾7%，金种子酒涨5%，泸州老窖、水井坊 等跟涨。 港口航 ...

A股三大股指早盘走势分化，截至中午收盘，沪指涨0.08%，深证成指跌0.19%，创业板指跌0.56%；沪 深两市半日成交额6863亿，较上个交易日缩量1196亿。全市场超3200只个股飘绿。盘面上，白酒股领 涨，皇台酒业涨停，迎驾贡酒、金种子酒、古井贡酒跟涨。光刻胶板块活跃，强力新材、芯原股份、肯 特催化涨停。BC电池版涨幅居前，正业科技、赛伍技术、协鑫集成涨停。银行股震荡上行，杭州银 行、浦发银行、交通银行等多只股票创历史新高。贵金属板块领跌，西部黄金跌近7%。IP经济概念震 荡调整，元隆雅图逼近跌停，中文在线跌近8%。脑机接口概念、游戏传媒回调。新股N新恒汇涨 268.7%，N华之杰涨216.7%。 A股午评：三大股指走势分化 白酒股领涨 ...

任天堂的游戏机"Nintendo Switch 2" 据推测，中国电商企业等从香港进货，在大陆销售港版的Switch 2。在京东和淘宝网等平台 价格多在4000元人民币以上，普遍高于在香港及在日本出售的多语言版的售价。日经向京东 询问在中国大陆销售Switch 2是否存在问题时，没有得到回应…… 日本经济新闻向京东询问在中国大陆销售Switch 2是否存在问题时，没有得到回应。中国大陆对游戏软 件内容有审核规定，只有确认对社会无不良影响后才能发行。 在大陆能买到的港版Switch 2与美国的售价449.99美元（约合人民币3231元）相比，也显得较贵。王旭 指出："如果（中国大陆的）国行版游戏机长时间缺席，可能会导致大量廉价盗版的出现"。 第一代Switch由腾讯控股在中国大陆销售。在中国大陆，手机游戏是主流，腾讯也对此进行了重点投 入。当询问腾讯控股是否参与了在大陆销售Switch 2香港版时，该公司也未正面回应。 本文来自微信公众号"日经中文网"（ID：rijingzhongwenwang），作者：藤野逸郎 下川真理惠，36氪经 授权发布。 在大型电商平台京东和淘宝网等平台都有Switch 2销售，价格多 ...

任天堂的游戏机"Nintendo Switch 2" 据京东的社交媒体官方账号介绍，Switch 2与全球销售同步，在6月5日上线。社交媒体上 称，这是"任天堂官方授权首批货源"等。 中国调查公司伽马数据的首席分析师王旭关于Switch 2，分析称"在中国大陆仍有增长空间。 虽然大陆的游戏机爱好者有限，但热度很高，消费者愿意为进口版支付溢价"。 日本经济新闻向京东询问在中国大陆销售Switch 2是否存在问题时，没有得到回应。中国大 陆对游戏软件内容有审核规定，只有确认对社会无不良影响后才能发行。 在大陆能买到的港版Switch 2与美国的售价449.99美元（约合人民币3231元）相比，也显 得较贵。王旭指出："如果（中国大陆的）国行版游戏机长时间缺席，可能会导致大量廉价盗 版的出现"。 第一代Switch由腾讯控股在中国大陆销售。在中国大陆，手机游戏是主流，腾讯也对此进行 了重点投入。当询问腾讯控股是否参与了在大陆销售Switch 2香港版时，该公司也未正面回 应。 据推测，中国电商企业等从香港进货，在大陆销售港版的Switch 2。在京东和淘宝网等平台 价格多在4000元人民币以上，普遍高于在香港及在日 ...

Core Insights - 2024 is seen as a pivotal year for the gaming industry, with companies facing challenges due to market changes and increased competition, leading to difficulties in finding suitable investment opportunities [1] - A total of 30 listed gaming companies reported asset impairment, indicating significant operational issues and a decline in goodwill value [1][2] Group 1: Company Performance and Impairment - 13 older gaming companies, once successful, are now facing asset value reductions due to failure to adapt to market changes and poor performance of new products [2] - Shanghai Tianxi Interactive Entertainment reported an impairment of approximately 437 million yuan due to underperforming new releases, including the MMORPG "Sword and Knight" [4][5] - Taole Network, known for its classic MMORPG "Peach Blossom Source," faced a 29.16 million yuan impairment, attributed to declining revenues from older games and poor performance of new titles [10][26] Group 2: Market Competition and Strategy - Companies that previously thrived in stable user bases are now struggling due to intensified competition in their respective genres, leading to financial losses [4] - The gaming market is shifting towards mini-games, but many companies, including Junhai, have seen a significant drop in revenue, with a 41.3% year-on-year decline reported [26] - Companies like Shenzhen Daoxi are focusing on maintaining older games rather than developing new ones, which has become a risky strategy as market preferences evolve [30] Group 3: Investment and Acquisition Trends - Many companies were initially acquired for their strong performance, but as they lost competitiveness, they faced substantial asset losses, highlighting the risks associated with high acquisition premiums [50] - The gaming industry is experiencing a transformation, with companies like Webzen Inc. reporting a 9% revenue increase despite facing impairments, indicating that even leading firms are not immune to market volatility [21][24]