每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前寻找到投资热点， 防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 前言 ①谷子经济+多模态AI+短剧游戏+华为鸿蒙！这家公司获得多个国际知名IP在国内衍生品的部分品类授 权，多款谷子产品上线即售罄；②可控核聚变+固态电池+核能核电+人形机器人+国企改革！这家公司成 功向客户交付人形机器人灵巧手减速器轴承样件；③创新药+减肥药+AI制药+华为！公司司美格鲁肽注射 液项目已进入剂量维持期且预计2026年中国申报上市。 ...

导读 ： 游戏出海再迎利好；黄金成全球第二大储备资产 ； 解锁【第一财经智享会员】实时解读市场动态，把握投资先机。 2025.06.12 【第一财经智享会员专属】 【 今 日 速 读 】 精选行业研报，助您捕捉行业风口 【精选快读】 1、游戏出海再迎政策助推，有望推动行业盈利能力提升 2、黄金成为全球第二大储备资产，央行增持黄金仍是大方向 1、游戏出海再迎政策助推，有望推动行业盈利能力提升 近日，浙江省商务厅等1 7部门近日印发《关于支持游戏出海的若干措施》，自2 0 2 5年7月1 0日起施行。其中提到，推动中华文化"走出去"、加强国际传播 能力建设，推进对外文化贸易高质量发展。 6月4日，深圳市商务局、市发展改革委联合印发《深圳市推动服务贸易和数字贸易高质量发展实施方案》。其中提出，拓展文创数字贸易。完善游戏出海 发展促进政策，建立游戏出海公共服务平台，支持企业建立海外研发中心和发行渠道，提升游戏品牌的国际影响力。 中信证券表示，政策支持叠加AI、云游戏等技术迭代，推动中国游戏出海收入CAGR超2 0 %，预计2 0 2 5年全球收入规模达3 2 8亿美元，国产游戏的全球市 场空间有望超预期。 广发证券指 ...

Core Viewpoint - The short drama game concept sector has shown a positive performance with a 1.47% increase, ranking 10th among concept sectors, driven by significant gains in several stocks, while some experienced declines [1]. Group 1: Sector Performance - The short drama game concept saw 33 stocks rise, with notable performers including Chuanwang Media, which hit a 20% limit up, and others like Guangdong Media and Yuanlong Yatu, which also reached their limit up [1]. - The top gainers in the sector included Happy Blue Sea, Haikan Co., and Perfect World, with increases of 13.59%, 4.96%, and 4.95% respectively [1]. - Conversely, stocks such as Yaoji Technology, Tianfu Culture Tourism, and Zhejiang Cultural Industry experienced declines of 7.94%, 2.58%, and 2.49% respectively [1]. Group 2: Capital Flow - The short drama game concept sector experienced a net outflow of 70 million yuan from main funds, with 24 stocks seeing net inflows [1]. - The leading stock in terms of net inflow was Zhongwen Online, which attracted 227 million yuan, followed by BlueFocus, Yuanlong Yatu, and Chuanwang Media with net inflows of 170 million yuan, 117 million yuan, and 90.9 million yuan respectively [1]. - The net inflow ratios for Chuanwang Media, Yuanlong Yatu, and BlueFocus were 12.54%, 11.71%, and 10.42% respectively, indicating strong interest from main funds [2].

Core Viewpoint - Chinese game developer Paper Games has won the 2025 Apple Design Award for its open-world dress-up game "Infinite Warmth," marking the first time in four years that a Chinese game has received such recognition at WWDC [1][3]. Group 1: Award Significance - The award is considered a top honor in the mobile application industry, highlighting the success of Paper Games in the open-world gaming sector [3]. - "Infinite Warmth" is noted for its unique gameplay focus on collecting beautiful clothing rather than traditional combat, setting it apart from other open-world games [4][5]. Group 2: Design and Technical Innovation - The game has received high praise from critics, including a score of 9 from IGN and 80 from Metacritic, for its exploration gameplay, storytelling, and visual aesthetics [5]. - The use of advanced technology, such as the UE5 engine and proprietary systems like "PaperFur," has contributed to the game's visual quality and user experience [5][8]. Group 3: Industry Trends - The success of "Infinite Warmth" reflects a broader trend in the Chinese gaming industry, transitioning from cultural exports to a focus on technology and emotional engagement [7][10]. - Chinese game developers are evolving from "cultural exporters" to "experience creators," utilizing technical innovations to redefine global gaming standards [7][10].

Core Viewpoint - The company, NetDragon, is actively engaging in environmental and social governance (ESG) initiatives through its flagship game "Magic Domain," launching the "Asian Elephant Rescue Action" in collaboration with the Xishuangbanna Tropical Rainforest Conservation Foundation to support wildlife conservation and habitat restoration [1][2][5] Group 1: ESG Initiatives - NetDragon is investing in rainforest restoration and elephant monitoring, including measures like food source restoration and drone surveillance to enhance the stability of elephant habitats [1] - The company has committed to high standards of corporate governance and sustainable development, having released its sustainable development vision and ESG commitments in 2022 [1][3] - The "Asian Elephant" companion feature in the game allows players to engage in educational and charitable activities, merging gaming with public welfare and enhancing environmental awareness among younger generations [2][3] Group 2: Cultural and Ecological Integration - NetDragon has expanded its "Game + Public Welfare" strategy, previously launching initiatives like the "Tiger Roar in the Forest" for South China tiger conservation and the "Guarding the Great Wall" for cultural heritage restoration [3] - The company integrates digital technology with cultural heritage, allowing players to experience traditional arts and crafts through gaming, thus promoting cultural transmission and ecological protection [3][4] - The company is also focusing on international cultural exchange by incorporating Eastern aesthetics into its games and facilitating real-life cultural experiences for overseas players [4] Group 3: Market Expansion and Policy Support - The company is positioned to benefit from supportive policies aimed at promoting the overseas expansion of the gaming industry, with various government initiatives encouraging the development of international gaming markets [4][5] - NetDragon aims to leverage its "Game + Culture" model to enhance its international presence and capitalize on market opportunities, particularly in the Asia-Pacific region and beyond [4][5] - The ongoing "Asian Elephant Rescue Action" reflects the company's commitment to corporate social responsibility and its strategy to connect social value with gaming [5]

中原期货研究所 | 投资咨询业务资格 | | | --- | --- | | 证监发【2014】217 | 号 | | 中原期货研究所 | 0371-58620081 | | 0371-58620083 | | | 公司官方微信 | | 公司官方微信 1 晨会纪要 2025 第（104）期 发布日期：2025-06-12 中原期货研究所 | 化工 | 主力合约 | 2025/6/12 | 2025/6/11 | 涨跌 | 涨跌幅/% | | --- | --- | --- | --- | --- | --- | | | | 8:00 | 15:00 | | | | | 焦煤 | 775.00 | 783.50 | -8.50 | -1.085 | | | 焦炭 | 1,341.00 | 1,356.00 | -15.0 | -1.106 | | | 天然橡胶 | 13,815.00 | 13,890.00 | -75.0 | -0.540 | | | 20号胶 | 12,160.00 | 12,215.00 | -55.0 | -0.450 | | | 塑料 | 7,110.00 | 7,102.00 | 8 ...

2025.06. 12 本文字数：1648，阅读时长大约3分钟 作者 | 第一财经 6月12日午盘，上证指数报3404.66点，涨0.07%，深成指报10250.68点，涨0.05%，创业板指报 2072.16点，涨0.5%。 Wind数据显示，个股涨少跌多，近3000股下跌。 算力产业链走强，CPO方向领涨；短剧游戏、稀土永磁、谷子经济、数字货币、可控核聚变、机器人概 念股活跃；离境退税、反关税、固态电池题材回调。 | | | A股重要指数 | | | --- | --- | --- | --- | | 名称 | 最新 | 涨跌 | 涨幅 | | 上证指数 | 3404.66 | +2.34 | +0.07% | | 深证成指 | 10250.68 | +4.66 | +0.05% | | 北证50 | 1422.51 | -5.40 | -0.38% | | 创业板指 | 2072.16 | +10.29 | +0.50% | 沪指围绕3400点盘整 突破大箱体需要哪些契机？ 国都证券投顾严秀丽认为，沪指近期刚刚站上3400点大关，但市场新增资金的迹象并不明显，市场成 交量维持在1.3万亿附近，这使得市场 ...

Core Insights - Nintendo's Switch 2 has achieved remarkable sales, with over 3.5 million units sold within just four days of its launch on June 5, breaking the previous record set by the original Switch, which sold approximately 2.7 million units in its first month [1][6] - The Switch 2 features significant upgrades, including a larger screen with full HD 1080p display and 4K resolution capability when connected to compatible TVs, enhanced processing power for improved graphics and gameplay, and redesigned Joy-Con 2 controllers with added mouse functionality [3][6] - Despite the hardware advancements, a first-party launch game for the Switch 2 has received negative reviews from players and media, with some deeming it "not worth the money" [3][6] Product Features - The Switch 2 offers a more immersive gaming experience with a faster processor and improved graphics performance, allowing for smoother gameplay [3] - New features include the GameChat function, enabling voice and video chat among players, enhancing online interaction [3] - The tutorial game "Nintendo Switch 2 Secret Exhibition" aims to showcase the new console's capabilities but has faced skepticism due to its paid model compared to free mini-games on competitors' platforms [6] Market Impact - The launch of Switch 2 is seen as a pivotal moment in the gaming industry, influencing future business decisions for Nintendo's partners and competitors [7] - The suggested retail price for the Switch 2 in the U.S. is set at $449.99 [7]

Group 1 - The core viewpoint is that Guangdong Province aims to deepen the opening of key service sectors such as telecommunications, healthcare, and finance, while encouraging the development of overseas gaming businesses [1] Group 2 - The government will support the opening and development of telecommunications services and related digital industries, exploring the expansion of value-added telecommunications pilot business scope, and promoting the establishment of cross-border service centers and technology service platforms [1] - There will be an increase in the level of openness in the healthcare and wellness sector, promoting cooperation in medical and elderly care institutions, and supporting foreign investment in research and application in areas such as human stem cells and gene diagnosis and treatment [1] - The financial sector will see a push for international cooperation, with a gradual expansion of the business scope of financial institutions and support for multinational companies registered in Shenzhen to conduct cross-border capital centralized operations in RMB [1]

Market Overview - The three major stock indices rose across the board, with the ChiNext Index increasing by over 1% [1] - The Shanghai Composite Index closed up 0.52% at 3402.32 points, the Shenzhen Component Index rose 0.83% to 10246.02 points, and the ChiNext Index gained 1.21% to 2061.87 points [1] - Total trading volume in the Shanghai and Shenzhen markets was 128.69 billion yuan, a decrease of over 16 billion yuan from the previous day [1] Sector Performance - Sectors such as insurance, brokerage, and automotive saw significant gains, while non-ferrous metals, agriculture, real estate, coal, and steel also experienced upward movement [1] - The rare earth concept showed strong performance, and sectors related to digital currency, online gaming, and short video games were active [1] Investment Opportunities - Huazhong Securities indicated that positive factors continue to accumulate in the current market volatility, with opportunities emerging in the new consumption sector [1] - The banking and insurance sectors are highlighted as having strong short-term allocation demand and long-term strategic investment value [1] Silver Market Insights - Global industrial demand for silver is expected to account for approximately 58.5% in 2024, with a year-on-year growth of 3.6%, driven primarily by photovoltaic demand [2] - Despite a marginal decline in silver paste consumption, the demand for silver in photovoltaics is expected to remain resilient due to ongoing increases in installed capacity and component structure optimization [2] - A global silver shortage is anticipated to persist into 2025, with a gradual increase in price levels expected [2] Hydrogen Energy Development - The National Energy Administration has officially launched hydrogen energy pilot projects to promote innovative management models and explore diversified development paths for the hydrogen industry [3] - The pilot projects aim to develop a comprehensive hydrogen energy supply chain, including production, storage, transportation, and utilization [3] - The focus on hydrogen energy aligns with national strategies for enhancing safety capabilities in key sectors [3] Waterway Construction Opportunities - China's natural water transport resources provide significant advantages, with major projects like the Grand Canal and Pinglu Canal showcasing impressive results [4] - Water transport is highlighted for its strong capacity, low energy consumption, and cost advantages compared to land transport [4] - National strategic plans have opened up development space for canal engineering, with substantial funding support for related projects [4] Gaming Industry Support - Zhejiang Province has introduced measures to support the international expansion of gaming companies, including a tiered cultivation plan for digital cultural enterprises [6][7] - The initiative encourages the development of high-quality games and the creation of independent cultural IPs, aiming to enhance the international competitiveness of local gaming firms [6][7] Bio-Manufacturing Initiatives - The Ministry of Industry and Information Technology and the National Development and Reform Commission have announced plans to cultivate pilot platforms for bio-manufacturing [8] - The goal is to establish over 20 pilot platforms by 2027, serving more than 200 enterprises and incubating over 400 products [8] New Energy Vehicle Sales Growth - In May, the production and sales of new energy vehicles reached 1.27 million and 1.307 million units, respectively, representing year-on-year growth of 35% and 36.9% [9] - New energy vehicles accounted for 48.7% of total new car sales in May, with cumulative production and sales from January to May showing growth rates of 45.2% and 44% [9] Automotive Certification Initiatives - The National Market Supervision Administration has initiated a pilot program for mandatory product certification in the automotive sector to enhance quality infrastructure for vehicle exports [10]