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集体“抗税”大势已成,游戏厂商终于迎来低抽成时代?
Sou Hu Cai Jing· 2025-11-21 09:27
"高抽成"模式走向终结 撰文/ 孟会缘 编辑/ 陈邓新 排版/ Annalee 近日,苹果和腾讯自2024年开始的"抽成之争"迎来终局——苹果将对腾讯APP内小游戏的内购项目抽成15%,低于苹果App Store通常实行的30%比例。 要知道在达成这项协议之前,腾讯正通过微信生态的特性设计支付跳转路径,以此绕开苹果iOS平台的内购抽成政策。即说,如"游戏公司给手机厂商打 工"之类的论调,有望得到较大程度地缓解。 当然,这一消息对于不少游戏开发者而言,更大意义在于它释放了一个相当积极的信号。 长期以来,高额的抽成比例一直是压在游戏公司心头的一块大石,不论是iOS端30%的抽成,还是华为、OPPO等安卓渠道50%的抽成,都让游戏开发者在 盈利之路上步履维艰。 如今这15%的新抽成比例方案横空出世,终于为游戏行业带来一丝转机与希望。因为这不仅意味着游戏公司在收益分配上将获得更大的自主权,更预示着 整个行业生态都将迎来全面的优化与重塑。 其实在苹果和腾讯的"抽成之战"止戈之前,或许有人也关注到了游戏圈的另一件大事:部分网易游戏在OPPO渠道停服,原因是与网易的合作终止。 网易和OPPO之间的拉锯进程也不短,据相关报道 ...
世纪华通涨2.03%,成交额6.78亿元,主力资金净流入3591.95万元
Xin Lang Cai Jing· 2025-11-20 02:27
Core Viewpoint - Century Huatong's stock price has shown significant volatility, with a year-to-date increase of 233.07%, but a recent decline of 10.69% over the last five trading days [1] Group 1: Stock Performance - As of November 20, Century Huatong's stock price was 17.12 CNY per share, with a market capitalization of 127.17 billion CNY [1] - The stock experienced a net inflow of 35.92 million CNY from main funds, with large orders accounting for 28.51% of buying and 26.40% of selling [1] - The company has appeared on the trading leaderboard three times this year, with the most recent occurrence on September 9 [1] Group 2: Financial Performance - For the period from January to September 2025, Century Huatong reported a revenue of 27.22 billion CNY, representing a year-on-year growth of 75.31%, and a net profit attributable to shareholders of 4.36 billion CNY, up 141.65% [2] - The company's main business revenue composition includes mobile games (84.70%), computer games (9.85%), and automotive parts (4.11%) [1] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased by 48.40% to 159,100, while the average circulating shares per person decreased by 32.85% to 43,073 shares [2] - The total cash dividends distributed by Century Huatong since its A-share listing amount to 710 million CNY, with no dividends paid in the last three years [3]
谷歌为Android 17开发多项游戏优化功能,包括原生手柄按键重映射及虚拟游戏手柄功能
Huan Qiu Wang Zi Xun· 2025-11-16 04:05
Core Insights - Google is developing advanced features for the upcoming Android 17 system, focusing on enhancing controller support for gamers and adapting to the growing demand for cloud gaming and new device forms [1][3] Group 1: Controller Features - One of the key features is native controller button remapping support, which will allow users to customize button configurations at the system level, addressing the increasing need for controller input support in the Android gaming ecosystem [3] - The Android framework has introduced a new permission `android.permission.CONTROLLER_REMAPPING`, which is controlled by the `com.android.hardware.input.controller_remapping` function, and is only available to system-level applications [3] - Currently, the Android platform recognizes controllers connected via USB or Bluetooth but has primarily optimized for common devices like Xbox controllers, leaving other manufacturers to ensure compatibility through mainstream button schemes [3] Group 2: Virtual Game Controller - Android 17 will also introduce a "virtual game controller" feature, which simulates a controller through software, allowing games to recognize it as a real controller and providing players with more control options [4]
恺英网络跌2.04%,成交额6.22亿元,主力资金净流出473.94万元
Xin Lang Cai Jing· 2025-11-12 05:47
11月12日,恺英网络盘中下跌2.04%,截至13:26,报21.66元/股,成交6.22亿元,换手率1.49%,总市值 462.75亿元。 资金流向方面,主力资金净流出473.94万元,特大单买入1258.93万元,占比2.03%,卖出3948.03万元, 占比6.35%;大单买入1.37亿元,占比22.11%,卖出1.15亿元,占比18.54%。 恺英网络今年以来股价涨60.33%,近5个交易日跌8.80%,近20日跌10.42%,近60日涨12.81%。 责任编辑:小浪快报 资料显示,恺英网络股份有限公司位于上海市浦东新区耀华路899号世博耀华商务中心A座15层,成立 日期2000年1月3日,上市日期2010年12月7日,公司主营业务涉及1)游戏业务:手游与页游等精品娱乐内 容的研发、运营及发行;(2)平台业务:网页游戏平台、移动应用分发平台的运营。主营业务收入构成为: 移动游戏73.03%,信息服务25.47%,网页游戏1.50%,其他业务0.00%。 恺英网络所属申万行业为:传媒-游戏Ⅱ-游戏Ⅲ。所属概念板块包括:云游戏、电子竞技、手游、网络 游戏、IP概念(谷子经济)等。 截至10月31日,恺英网 ...
恺英网络跌2.00%,成交额5.00亿元,主力资金净流出6518.20万元
Xin Lang Cai Jing· 2025-11-10 05:32
Core Viewpoint - The stock of Kaiying Network has experienced fluctuations, with a recent decline of 2.00% and a total market capitalization of 48.155 billion yuan, despite a year-to-date increase of 66.84% [1] Financial Performance - For the period from January to September 2025, Kaiying Network reported a revenue of 4.075 billion yuan, reflecting a year-on-year growth of 3.75%, and a net profit attributable to shareholders of 1.583 billion yuan, which is a 23.70% increase compared to the previous year [2] Shareholder Information - As of October 31, 2025, the number of shareholders of Kaiying Network increased to 76,400, up by 23.18%, while the average number of circulating shares per person decreased by 18.82% to 24,741 shares [2] - The company has distributed a total of 1.212 billion yuan in dividends since its A-share listing, with 855 million yuan distributed over the last three years [3] Stock Trading Activity - On November 10, 2025, the stock price was reported at 22.54 yuan per share, with a trading volume of 500 million yuan and a turnover rate of 1.16% [1] - The net outflow of main funds was 65.182 million yuan, with significant selling pressure observed [1] Business Overview - Kaiying Network, established on January 3, 2000, and listed on December 7, 2010, primarily engages in game development and operation, with mobile games accounting for 73.03% of its revenue [1] - The company operates in the media and gaming industry, focusing on cloud gaming, esports, mobile games, and online games [1]
三七互娱跌2.02%,成交额3.20亿元,主力资金净流出2548.31万元
Xin Lang Cai Jing· 2025-11-07 02:17
Core Viewpoint - The stock of Sanqi Interactive Entertainment has experienced fluctuations, with a recent decline of 2.02%, while the company has shown significant growth in stock price year-to-date, increasing by 52.40% [1] Financial Performance - For the period from January to September 2025, Sanqi Interactive Entertainment reported a revenue of 12.461 billion yuan, a year-on-year decrease of 6.59%, while the net profit attributable to shareholders was 2.345 billion yuan, reflecting a year-on-year increase of 23.57% [2] - The company has distributed a total of 11.5 billion yuan in dividends since its A-share listing, with 6.388 billion yuan distributed over the past three years [3] Stock Market Activity - As of November 7, the stock price was 22.32 yuan per share, with a market capitalization of 49.377 billion yuan. The trading volume was 320 million yuan, with a turnover rate of 0.89% [1] - The company has seen a net outflow of 25.4831 million yuan in principal funds, with significant buying and selling activity from large orders [1] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 159,300, with an average of 10,034 shares per shareholder, a decrease of 5.54% from the previous period [2] - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 128 million shares, a decrease of 4.3869 million shares from the previous period [3]
巨人网络跌2.01%,成交额1.84亿元,主力资金净流入1479.79万元
Xin Lang Cai Jing· 2025-11-07 02:14
Core Viewpoint - Giant Network's stock has shown significant volatility, with a year-to-date increase of 190.24%, but a recent decline over the past 20 days of 12.81% [1][2] Financial Performance - For the period from January to September 2025, Giant Network achieved a revenue of 3.368 billion yuan, representing a year-on-year growth of 51.84% [2] - The net profit attributable to shareholders for the same period was 1.417 billion yuan, reflecting a year-on-year increase of 32.31% [2] Stock Market Activity - As of November 7, Giant Network's stock price was 36.01 yuan per share, with a market capitalization of 69.67 billion yuan [1] - The stock has been active on the trading leaderboard, appearing four times this year, with the most recent instance on September 10, where it recorded a net buy of -136 million yuan [1] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 21.47% to 61,000, while the average circulating shares per person decreased by 17.67% to 31,722 shares [2][3] - Major shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 43.22 million shares, and various ETFs that have adjusted their positions [3] Business Segments - Giant Network's main business segments include mobile online games (78.16% of revenue), computer online games (19.11%), and other game-related activities (2.42%) [1]
巨人网络涨2.02%,成交额9.82亿元,主力资金净流入8795.35万元
Xin Lang Cai Jing· 2025-11-05 06:44
Core Viewpoint - Giant Network's stock has shown significant volatility, with a year-to-date increase of 188.39% but a recent decline over the past few weeks, indicating potential market fluctuations and investor sentiment shifts [1][2]. Financial Performance - For the period from January to September 2025, Giant Network reported a revenue of 3.368 billion yuan, representing a year-on-year growth of 51.84%. The net profit attributable to shareholders was 1.417 billion yuan, reflecting a year-on-year increase of 32.31% [2]. - The company has distributed a total of 3.499 billion yuan in dividends since its A-share listing, with 1.516 billion yuan distributed over the past three years [3]. Stock Market Activity - As of November 5, 2025, Giant Network's stock price was 35.78 yuan per share, with a market capitalization of 69.225 billion yuan. The stock experienced a trading volume of 982 million yuan and a turnover rate of 1.44% [1]. - The stock has appeared on the "Dragon and Tiger List" four times this year, with the most recent appearance on September 10, 2025, where it recorded a net buy of -136 million yuan [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 21.47% to 61,000, while the average circulating shares per person decreased by 17.67% to 31,722 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 135 million shares, an increase of 43.215 million shares from the previous period [3].
宝通科技跌2.01%,成交额8267.86万元,主力资金净流出668.17万元
Xin Lang Cai Jing· 2025-11-05 03:18
Group 1 - The core point of the article highlights the recent stock performance and financial metrics of Baotong Technology, indicating a decline in stock price and mixed financial results [1][2] - As of November 5, Baotong Technology's stock price was 22.93 yuan per share, with a market capitalization of 9.602 billion yuan, and a year-to-date stock price increase of 25.85% [1] - The company has experienced a net outflow of main funds amounting to 6.6817 million yuan, with significant trading activity reflected in the buying and selling of large orders [1] Group 2 - For the period from January to September 2025, Baotong Technology reported revenue of 2.457 billion yuan, a year-on-year increase of 0.37%, while net profit attributable to shareholders decreased by 12.16% to 209 million yuan [2] - The company has distributed a total of 549 million yuan in dividends since its A-share listing, with 66.626 million yuan distributed over the past three years [3] - As of September 30, 2025, the number of shareholders decreased by 8.91% to 57,000, while the average number of circulating shares per person increased by 9.78% to 6,171 shares [2][3]
四川长虹跌2.03%,成交额7.37亿元,主力资金净流出1.17亿元
Xin Lang Cai Jing· 2025-11-04 06:44
Core Viewpoint - Sichuan Changhong's stock price has experienced fluctuations, with a recent decline of 2.03% and a total market capitalization of 46.716 billion yuan, indicating a mixed performance in the market [1] Group 1: Stock Performance - As of November 4, Sichuan Changhong's stock price is 10.12 yuan per share, with a trading volume of 737 million yuan and a turnover rate of 1.56% [1] - Year-to-date, the stock price has increased by 5.42%, but it has seen a decline of 0.98% over the last five trading days and 3.07% over the last twenty days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the last occurrence on February 7 [1] Group 2: Financial Performance - For the period from January to September 2025, Sichuan Changhong reported a revenue of 81.889 billion yuan, representing a year-on-year growth of 5.94%, and a net profit attributable to shareholders of 1.008 billion yuan, which is a significant increase of 192.49% [3] - The company has distributed a total of 2.846 billion yuan in dividends since its A-share listing, with 646 million yuan distributed in the last three years [4] Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders is 703,700, a decrease of 7.04% from the previous period, with an average of 6,557 circulating shares per shareholder, an increase of 7.58% [3] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 78.8831 million shares, a decrease of 2.5506 million shares from the previous period [4] - New entrants among the top ten circulating shareholders include Guotai Junan CSI Home Appliance ETF, holding 7.3626 million shares [4]