Core Insights - The United Nations held a high-level expert group meeting in New York to establish an online university for Least Developed Countries (LDCs), where Dr. Liu Dejian, founder and chairman of NetDragon, presented the "AI + Education" model to promote global educational equity and quality [1] - NetDragon signed a strategic cooperation agreement with UNESCO-ICHEI to collaborate on smart classrooms, AI courseware, and micro-credential development, aiming to support the digital transformation of higher education in developing countries [1] Group 1: AI + Education Strategy - NetDragon plans to provide high-quality teaching content and immersive self-exploration learning environments through its AI production center, targeting millions of active users globally [2] - The company's AI + strategy aligns with two major trends: the evolution of the gaming industry towards digital twin infrastructure and the transformation of educational technology into a cognitive revolution [2] - The AI production center has already integrated neural network algorithms into game NPC behavior and educational content generation, enhancing efficiency by 30-60% in game production processes [3] Group 2: EDA Education Metaverse - The EDA education metaverse platform will serve as the main hub for delivering immersive educational experiences across various subjects and learning stages [3] - The platform will utilize blockchain technology to create a decentralized learning community, where participants' contributions are recorded and converted into verifiable digital rights [3] - A dual incentive system combining digital assets and achievement badges will encourage continuous engagement and growth among global education participants [3] Group 3: Broader AI + Education Initiatives - NetDragon's subsidiary Mynd.ai, which owns the Promethean brand, is positioned to become a key platform for AI + education content and software [4] - The company's investment in AR firm Rokid, which recently launched AI glasses, introduces a new paradigm of "metaverse + vocational training" [4] - Institutional investors are reassessing NetDragon's valuation based on its AI capabilities, with a current dynamic P/E ratio approximately 40% lower than the median of the Hong Kong tech sector, alongside a consistent 18-year dividend payout history [4]

曾经火爆全网的小游戏"羊了个羊"有了新消息，其创始人张佳旭持有的股权被冻结。 国家企业信用公示系统显示，近期，"羊了个羊"游戏关联公司北京简游科技有限公司（以下 简称"简游科技"）新增1条股权冻结信息， 被执行人为张佳旭，冻结股权数额100万人民币， 冻结期限为3年 ，执行法院为福建省厦门市中级人民法院。 此外， 张佳旭所持有的天津简乐企业管理咨询合伙企业（有限合伙）75万人民币股权也被冻 结 。 | 股东信息の ● | | 晶 股权结构 | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | VIP WP | | | | | | 股东信息3 | | 历史股东信息2 股权变更历程7 2 | | | | | | 序号 | | 股东名称 | 持股比例÷ | | 认缴出资额(万元) * 认缴出资日期 : 实缴出资额(万元) * | | | 张 | | 张佳旭 【34 | | 100 | | | | 1 | | 受益所有人 实际控制人 | 76.0001% (9 | | 2041-01-31 | 100 | | | | 控股股东 | | | | | | ...

Group 1: Global Esports Industry Development - The "2024 Global Esports Industry Development Report" indicates that Shanghai has become the most influential esports city globally in 2024, with China occupying four of the top ten cities in terms of esports influence [1] - Chinese users show a leading recognition and acceptance of the esports Olympics, which lays a foundation for the commercialization of potential international event IPs [1] - The report highlights a significant increase in female users in the esports sector, with the proportion of female viewers at offline events rising from 36% in 2020 to 71.8% in 2024 [1] Group 2: Game Development and Product Launches - Youzu Interactive has announced the upcoming "group hero test" for its major product "Youth Three Kingdoms 3" in early July, showcasing a rich product pipeline [2] - The launch of "Youth Three Kingdoms 3" reflects the company's innovative approach in game design, combining traditional aesthetics with new gameplay mechanics [2] - Tencent's "Star Resonance" is set for a non-deletion launch in July, enhancing the WeGame platform's content offerings and potentially increasing user engagement [3] Group 3: Market Dynamics and Future Outlook - The growth of female audiences in esports signals a diversification in user demographics, benefiting companies with offline operational capabilities [1] - The performance of new game tests will influence market perceptions of Youzu's development capabilities and the overall growth potential of the gaming sector [2] - The introduction of differentiated gameplay in new titles may lead to a reshaping of the value distribution within the gaming industry [3]

家里的老年人总是把两句话挂在嘴边"吃亏是福""免费的才是最贵的"，这两句话说的不假，确实有很多电商愿意玩套路，看似不花钱的商品，最后往往让你 的钱包大出血。 可这两句话在游戏里就不一定灵了，比如SLG界的元老《率土之滨》，它花费1亿搞得开荒节活动，那是实打实的真送钱啊！ 别的先不说，就说说开荒节送真钱这件事。 在别的游戏给玩家发个定制奖杯都肉疼的时候，《率土之滨》用价值百万的黄金做了一堆黄金工艺品，每个工艺品的重量确实不算多，就0.5G，单论重量一 个也就大几百块，要是只给氪金大佬发这么个几百块做的工艺品，那确实对不起氪金大佬花的钱。 可问题在于，开荒节做的这个工艺品不是专门给大佬定制的，而是给所有玩家定制的，价值几百万的黄金做成的不是一张0.5G的金钞，而是一箩筐！ 所有参与金钞争夺服的玩家都有可能夺得属于他们自己的一张金钞。 如果是在老服或是其他SLG游戏，参与这种夺金钞的活动确实有一定门槛，无论是通过氪金还是玩数个赛季的原始积累，没点东西，想去金钞服夺金钞还真 不太现实。 唯一可以确定的是，在青春服，不氪金的玩家在赛季结束时一样可以凑出满红队伍，那些真的在青春服体验过的玩家基本都是这么说的，即使铜钱不用 ...

这款游戏规则十分简单，玩家只需要将画面中3个图形相同的方块点到界面下方的槽位之中，图案就 会消除，全图所有方块全部被消除即为过关。而游戏的难点在于，方块之间相互交叠，只有将上方的 方块点入槽位中后，下方的方块才会被激活。随着方块数量和交叠层数的增加，游戏的难度便会呈指 数级上升。 2025.06. 17 本文字数：944，阅读时长大约1.5分钟 国家企业信用公示系统显示，近期，羊了个羊游戏关联公司北京简游科技有限公司新增1条股权冻结 信息，被执行人为张佳旭，冻结股权数额100万人民币，冻结期限为3年，执行法院为福建省厦门市 中级人民法院。值得一提的是，张佳旭所持有的天津简乐企业管理咨询合伙企业（有限合伙）75万 人民币股权也被冻结。 据第一财经此前报道，2022年，消除游戏"羊了个羊"爆火，张佳旭为该公司创始人。这款游戏在微 信小程序简介上标榜"通关率不到0.1%"，有网友表示"第二关玩了七个小时还是没有通关"。 工信部严查车企"说一套做一套" 不少玩家在第二关处卡关，有玩家表示"第一关的难度相当于1+1=2的幼儿园题目，而第二关的难度 相当于高考题。"有玩家甚至怀疑"游戏压根没有第三关"。此外还有玩家在游玩 ...

作者 | 远禾 数据支持 | 勾股大数 据（www.gogudata.com） 在 LABUBU 成为 " 塑料茅台 " 之际，新消费成为资本市场乃至社会热点。 在泡泡玛特空前的热度 之外，还有一个行业 的热度也正在回升 ，那就是 —— 网络游戏。 Wind 数据显示，今年 4 月以来，网络游戏指数从 4807 点稳步上涨，两个月的时间内上涨 近 2000 点，涨幅 超 3 0% 。 近几年来，游戏行业产品竞争逐渐加剧，游戏延伸出的各个领域基本都已经有群雄 盘踞 ，不少小众 游戏 领域，都已 经慢慢向着红海转变。 而在此之中，多家游戏公司迎来大涨。 4 月以来， 游族网络股价上涨超 60% ，完美世界股价涨幅超 50% ，吉比特 股价也涨超 40% 。 01 近一段时间游戏行业接连迎来利好，游戏行业这一轮涨势 也一定 程度来源于游戏面临的社会环境的变化。 前不久，教育部发布 2025 年普通高校本科专业目录，共增设 29 种本科新专业，纳入 2025 年高考招生，其中， " 游戏艺术设计 " 专业备受瞩目。 | | | | 20204 18:10 PM 1 2 4 2 | | | | --- | --- | ...

Group 1 - The short drama game concept declined by 1.67%, ranking among the top declines in the concept sector, with companies like Yuanlong Yatu, Chuanwang Media, and Yue Media experiencing significant drops [1][2] - Among the short drama game concept stocks, 8 stocks saw price increases, with Yanshan Technology, Feike Electric, and Perfect World leading the gains at 7.49%, 0.63%, and 0.52% respectively [1][4] - The short drama game concept experienced a net outflow of 1.695 billion yuan in main funds, with 45 stocks seeing net outflows, and 5 stocks exceeding 100 million yuan in outflows, led by Yuanlong Yatu with a net outflow of 437 million yuan [2][3] Group 2 - The top gainers in the concept sector included brain-computer interface at 6.63%, combustible ice at 3.34%, and shale gas at 2.48%, while the short drama game concept was among the top decliners [2] - The main funds saw inflows into stocks like Yanshan Technology, Perfect World, and Mango Super Media, with net inflows of 380 million yuan, 33.44 million yuan, and 14.70 million yuan respectively [2][4] - The short drama game concept's outflow list included Yuanlong Yatu, with a decline of 8.32% and a turnover rate of 41.62%, followed by other companies like Zhongwen Online and Yaowang Technology [3][4]

Group 1 - The gaming industry in China is experiencing rapid growth, with the market expected to exceed 320 billion yuan in actual sales revenue by 2024 and a user base reaching 674 million [12] - The establishment of independent academic programs for game education signifies a shift towards systematic talent cultivation in the gaming sector, moving from a "hanging" discipline to a recognized field of study [3] - The Chinese government has been actively promoting the "going global" strategy for the gaming industry, with significant policy support aimed at expanding the international presence of Chinese games [2][16] Group 2 - The core competencies required in the gaming industry include a blend of artistic and technical skills, enabling professionals to create engaging game designs while also drawing from traditional cultural elements for cross-cultural communication [9] - The demand for talent in the gaming sector is highlighted by the need for creative "soft skills," which are becoming essential in recruitment processes as companies seek individuals who can meet the increasing quality expectations of players [15] - The success of domestic AAA games, such as "Black Myth: Wukong," has not only stimulated the domestic hardware and cultural tourism markets but has also contributed to over 100 billion yuan in overseas revenue for Chinese games over the past five years [15]

Group 1 - The gaming sector is experiencing volatility, with the gaming ETF (159869) dropping nearly 3% as of June 17, despite a significant rebound of 16.22% since May 16 [1] - New game releases are performing well, with titles like "暴吵萌厨" and "伊瑟" achieving top rankings in iOS game charts, indicating strong market interest and potential revenue growth for related companies [1] - Century Huatong's new 4X strategy game "Kingshot" has seen its revenue double month-over-month, reaching over $75 million in cumulative revenue within three months of launch, showcasing the potential for substantial earnings in the gaming industry [1] Group 2 - Zhejiang Province has introduced measures to support the international expansion of the gaming industry, proposing 20 specific initiatives aimed at enhancing global competitiveness and promoting cultural exchange [2] - The comprehensive support for the gaming sector from the government is expected to drive overall industry growth, with an upward product cycle and ongoing AI integration further enhancing performance [2]

Market Overview - The Shanghai Composite Index rose by 0.35% to close at 3388.73 points, with a daily high of 3389.76 points [1] - The Shenzhen Component Index increased by 0.41% to close at 10163.55 points, reaching a high of 10173.06 points [1] - The ChiNext Index saw a rise of 0.66%, closing at 2057.32 points, with a peak of 2062.42 points [1] ETF Market Performance - The median return for stock ETFs was 0.24%, with the highest return from the Yinhua ChiNext Mid-Cap 200 ETF at 1.62% [2] - The highest performing industry ETF was the China Securities Software Development ETF, which achieved a return of 2.68% [2] - The China Securities Animation and Game ETF led the thematic ETFs with a return of 5.24% [2] ETF Gain and Loss Rankings - The top three ETFs by gain were: - Guotai CSI Animation and Game ETF (5.24%) - Huatai-PB CSI Animation and Game ETF (5.04%) - Bosera CSI Financial Technology Theme ETF (4.94%) [4][5] - The top three ETFs by loss were: - Huitianfu CSI All-Index Medical Device ETF (-2.76%) - Huashan CSI Hong Kong and Shanghai Gold Industry ETF (-2.35%) - Ping An CSI Hong Kong and Shanghai Gold Industry ETF (-2.32%) [4][5] ETF Fund Flows - The top three ETFs by fund inflow were: - Huatai-PB CSI 300 ETF (inflow of 1.692 billion yuan) - Huaxia SSE 50 ETF (inflow of 868 million yuan) - Southern CSI 500 ETF (inflow of 577 million yuan) [6][7] - The top three ETFs by fund outflow were: - Industrial Bank of China CSI Dividend ETF (outflow of 229 million yuan) - Huashan ChiNext 50 ETF (outflow of 183 million yuan) - E Fund ChiNext ETF (outflow of 144 million yuan) [6][7] ETF Margin Trading Overview - The top three ETFs by margin buying were: - Huaxia SSE Sci-Tech 50 ETF (355 million yuan) - Huaxia SSE 50 ETF (228 million yuan) - Huatai-PB CSI 300 ETF (204 million yuan) [8][9] - The top three ETFs by margin selling were: - Southern CSI 1000 ETF (65.29 million yuan) - Huatai-PB CSI 300 ETF (22.07 million yuan) - Southern CSI 500 ETF (6.42 million yuan) [8][9] Industry Insights - Open Source Securities recommends increasing allocation in the gaming sector due to new measures from the Zhejiang Provincial Department of Commerce aimed at supporting the internationalization of the gaming industry [10] - Wanlian Securities notes that the Chinese gaming market showed stable growth in April, driven by long-term products and new releases, indicating robust growth potential [11]