截至发稿，巨人网络、电魂网络涨停，掌趣科技涨超14%，浙数文化、完美世界、吉比特等跟涨。 6月3日，游戏板块早盘强势拉升，截至发稿，巨人网络、电魂网络涨停，掌趣科技涨超14%，浙数文 化、完美世界、吉比特等跟涨。 | 代码 | 名称 | 涨幅� | 现价 | | --- | --- | --- | --- | | 300315 | 掌趣科技 | +14.54% | 5.75 | | 603258 | 电魂网络 | +9.99% | 22.69 | | 0025288 | 巨人网络 | +9.97% | 15.88 | | 603444 | 吉比特 | +7.34% | 270.50 | | 600633 | 浙数文化 | +6.44% | 13.73 | | 002624 | 完美世界 | +5.65% | 14.20 | | 300533 | 冰川网络 | 45.27% | 27.00 | | 002517 | 恺英网络 | 45.02% | 16.74 | | 300043 | 星辉娱乐 | +4.55% | 3.91 | | 300299 | 富春股份 | +4.43% | 6.37 | | 00260 ...

作 者丨吴立洋,实习生隆欣玲 编 辑丨肖潇 研究员注意到，社交，是当前未成年人在游戏体验中非常重视的一环，通过游戏与朋友、同学 共同娱乐，乃至在游戏外的时间相互分享，已成为推动未成年人尝试游戏的重要因素。但另一 方面， 由于互联网本身内容繁杂、参与者众多的特殊情况，社会经验相对较浅的未成年人在 游戏中进行社交时，也可能面临不良信息骚扰、个人信息泄露、点击外部风险链接等安全问 题。 在《移动互联网未成年人模式建设指南》（以下简称《指南》）中，也就社交相关功能提出了 具体且明确的要求，包括游戏厂商在内的互联网服务提供者有义务保护未成年人用户在使用过 程中不受不良信息的影响，并在受到社交相关负面威胁时给予便捷救济。 在今年升级的5.0测评指标中，未成年人在游戏过程中的社交保护机制建设成为了课题组新增 的重点关注方向。 测评结果： 本次测评中，2 0款游戏AP P平均分为7 8 . 3 0分，其中得分最高是9 5分的《王者荣 耀》和《我的世界》，得分最低为6 8分的《云海之下》与《开心消消乐》。 本次测评，研究员模拟未成年人的实际游戏流程，在未成年人可游玩时间段内，对测评手游的 防沉迷机制进行实测，分别从受测手游防沉 ...

NACON ANNOUNCES AGREEMENT WITH WRC PROMOTER FOR THE PUBLISHING OF THE OFFICIAL GAMES OF THE FIA WORLD RALLY CHAMPIONSHIP, FROM 2027 TO 2032 Lesquin, May 26, 2025 - NACON is pleased to announce the signing of a new agreement with WRC Promoter for the publishing of games based on the FIA World Rally Championship (WRC). The agreement covers the development and publishing of the official WRC games and eSports competitions, granting NACON exclusive rights for PC and consoles for six seasons, from 2027 through 2 ...

Core Viewpoint - Wynn Resorts has decided to withdraw its bid for a casino license in New York, citing better uses for its capital and acknowledging persistent opposition in the rezoning process [1] Group 1: Company Actions - Wynn Resorts has surrendered to the inevitability of "years of persistent opposition" in the New York casino licensing process [1] - The company plans to redirect its capital towards stock buybacks and ongoing developments, including a casino resort in the UAE [6] - Las Vegas Sands has also abandoned its pursuit of a New York gaming license, citing competition from potential iGaming legalization [2] Group 2: Industry Context - The casino licensing process in New York is perceived as highly politicized and expensive, with delays affecting potential operators [4] - MGM Resorts and Resorts World are seen as frontrunners for two of the three licenses due to their existing gaming operations [4] - Other companies, such as Hard Rock International and Caesars, are actively pursuing casino developments in New York [5]

WASHINGTON, May 19, 2025 (GLOBE NEWSWIRE) --  FTI Consulting, Inc. (NYSE: FCN) today announced that B. Douglas Bernheim, the Edward Ames Edmonds Professor of Economics at Stanford University, has affiliated with its subsidiary Compass Lexecon. Dr. Bernheim is an expert in industrial organization, mergers, behavioral economics, game theory and financial economics. Throughout his career, he has distinguished himself as a highly sought-after expert witness who has testified in many of the most important antitr ...

Core Insights - NACON has signed an agreement with Eden Games to publish and distribute Gear.Club Unlimited 3, the fifth installment in the franchise, set to release in Q4 2025 on current-generation consoles and PC [2][5] - The new game enhances NACON's racing ecosystem, which includes popular titles like Test Drive Unlimited Solar Crown and WRC Generations, along with its Revosim™ line of Direct Drive peripherals [3] - Gear.Club Unlimited 3 features various game modes, including an all-new Highway Mode that challenges players' reflexes in high-speed traffic scenarios [4] Company Overview - NACON, part of the BIGBEN group, was established in 2019 and consists of 16 development studios, focusing on game publishing and premium gaming peripherals [6] - The company aims to leverage its 40 years of experience in the gaming industry to create unique opportunities for innovation and competitive advantages [6] Development Studio Profile - Eden Games, based in Lyon, France, is known for its expertise in realistic racing games, having developed iconic titles such as V-Rally and Test Drive Unlimited [7] - Founded in 1998, Eden Games combines passion, technological innovation, and high graphic standards to deliver premium gaming experiences across various platforms [7]

2025年1—3月中国游戏市场规模857.04亿元 同比增长17.99% 2025年1—3月，中国游戏市场规模为857.04亿元，同比增长17.99%，环比下降1.21%。移动端、客户端游戏市场均对整体游戏市场的同比增长做出贡献， 两个终端新品及双端互通新品带来部分增量；此外，部分产品也体现了长线生命力，在运营多年后，产品流水仍能实现较大幅度同比增长。 5月19日，伽马数据发布《2025年1—3月中国游戏产业月度报告》。数据显示，2025年1—3月，中国游戏市场规模为857.04亿元，同比增长17.99%，环比 下降1.21%。移动端、客户端游戏市场均对整体游戏市场的同比增长做出贡献。2025年1—3月，中国自主研发游戏海外市场实际销售收入为48.05亿美元， 同比增长17.92%。同期，伽马数据新游首月流水测算榜TOP5中，《英雄没有闪》登顶，两款IP改编产品进入TOP3。 2025年1—3月，中国客户端游戏市场规模为179.19亿元，同比增长6.85%，环比增长3.62%。增量来自多款双端互通次新品（指去年同期之后上线或回归内 地市场的产品），《三角洲行动》本季度活跃用户数持续攀升，再创新高。 2025年 ...

近日，七麦数据发布了2025年4月热门游戏排行榜，其中包括热门游戏下载榜Top30和热门游戏收入榜Top30。 热门游戏下载榜方面，榜单Top3被腾讯包揽，「三角洲行动」排名较上月上升3位，占据榜单Top1，老牌手游「王者荣耀」和「和平精英」分别位居 Top2、Top3。 网易首款开放世界多人生存游戏「七日世界」，自去年7月在全球开启PC端公测后，游戏凭借其超自然开放世界设定打破了品类同质化，构建出了既神秘 又充满探索欲的废土宇宙等创新题材，迅速崭露头角。公测首周，「七日世界」展现出强劲的爆发势头，取得了Steam平台全球热销榜Top7和2024年PC新 游同时在线人数Top5的亮眼成绩！ 基于前期亮眼表现与玩家期待，2025年4月24日，「七日世界」手游版正式开启全球公测。据七麦数据监测，该款游戏上线当天便登顶国内iOS游戏免费 榜，同时也在美国、日本、韩国等多个海外市场包揽了iOS游戏免费榜Top1，实现了从PC端到移动端的热度延续！ 2024年8月6日，腾讯跨端FPS巨制「三角洲行动」开启预订，迅速点燃玩家期待，积累了超高人气。2024年9月26日正式上线后表现十分亮眼，上线当日 即登顶iOS游戏免费榜 ...

Investment Rating - The report maintains a "Buy" rating for NetEase, with a target price increase to USD 130 from USD 120, implying a 21.4% upside from the current share price of USD 107.11 [6][11][100] Core Insights - NetEase's recent earnings report showed a 25% beat in earnings, a 5% beat in game revenue, and an 11% beat in deferred revenue, leading to a revision of EPS growth to +18% year-on-year in 2025 [2][11] - The strong deferred revenue growth of 19% year-on-year indicates potential for accelerating game revenue growth in the upcoming quarters [2][97] - Upcoming game launches, including Marvel Mystic Mayhem and Destiny Rising, are anticipated to be key focus areas following the annual product launch event [2][11] Financial Performance - In Q1 2025, NetEase reported total revenue of RMB 28,829 million, reflecting a year-on-year growth of 7% [91] - Online game revenue grew by 15% year-on-year, driven by strong performances from titles such as Identity V, Where Winds Meet, and Marvel Rivals [94] - The gross profit margin (GPM) for games and related value-added services (VAS) was reported at 67%, with a non-GAAP operating profit of RMB 11,393 million, representing a 34% year-on-year increase [91][94] Game Highlights - Mobile game revenue only fell by 4% year-on-year, outperforming consensus expectations of a 6% decline, thanks to strong performances from Identity V and Where Winds Meet [3][94] - PC game revenue saw an impressive growth of 85% year-on-year, significantly above the consensus estimate of 67%, driven by contributions from WWM PC and Blizzard titles [3][94] - The launch of Once Human mobile resulted in 6 million new users in its first week, boosting the PC version's revenue by 500% [3][94] Margin Discussions - The report notes an increase in games and related VAS gross profit margin quarter-on-quarter, attributed to a reduced focus on non-game businesses and a shift towards profitability [4][94] - The report anticipates that it will take a few quarters for sales and marketing expenses as a percentage of revenue to normalize [4] Valuation Metrics - The report provides estimates for future financial performance, projecting revenue of RMB 116,721 million for 2025, with a year-on-year growth of 11% [98] - The estimated price-to-earnings (PE) ratio for 2025 is 12.6, indicating a favorable valuation compared to historical averages [7][14] Pipeline and Future Outlook - The report highlights key upcoming titles such as Ananta, expected to launch in 2026, which could significantly contribute to future revenue streams [2][90] - The successful return of Overwatch in China has set new records for peak concurrent users, indicating strong market demand for NetEase's offerings [94]

The company behind "Grand Theft Auto 6" tried to spin the game's delayed release as a good thing during an earnings call on Thursday. "I believe affording Rockstar additional time for such a groundbreaking project is a worthy investment," Take-Two CEO Strauss Zelnick said.Zelnick went so far as to call the crime-filled video game the "most anticipated entertainment property of all time." Wall Street doesn't seem to be buying it, however.Rockstar Games, which produces the "Grand Theft Auto" series, announc ...