Market News - US stock market was closed for a holiday, while international oil prices rose, with WTI crude up 0.52% to $73.88 per barrel and Brent crude up 2.66% to $78.74 per barrel [1] - Gold prices saw a slight increase, with spot gold up 0.06% to $3370.4 per ounce, while COMEX gold futures fell by 0.61% to $3387.4 per ounce [1] - European stock indices closed lower, with Germany's DAX down 1.12% to 23057.38 points, France's CAC40 down 1.34% to 7553.45 points, and the UK's FTSE 100 down 0.58% to 8791.8 points [1] Industry Insights - JD.com aims to obtain a stablecoin license by Q4 2025, focusing on traditional cross-border trade markets, with initial stablecoins pegged to the Hong Kong dollar and US dollar [2] - The introduction of stablecoins is expected to enhance transaction stability and cross-border payment capabilities, bridging traditional finance and crypto assets [2] - The Beijing Municipal Government has issued support measures for the gaming and esports industry, including financial rewards for hosting major events, which is expected to boost the sector's growth [3] - The domestic gaming market saw a revenue increase of 18% year-on-year in Q1 2025, driven by favorable policies and a good release schedule for new games [3] - The fifth China International Solid-State Battery Technology Conference highlighted advancements in solid-state battery technology, with expectations for accelerated industrialization by 2025-2026 [4] - The solid-state battery sector is anticipated to see new product releases and capacity construction as technology matures and the supply chain improves [4]

Group 1 - The price of silver futures has surpassed that of gold, with silver futures on COMEX rising over 25% year-to-date, while platinum futures on NYMEX have increased over 45% [1] - The Ministry of Commerce of China is expediting the review of rare earth export license applications and has approved a certain number of compliant applications [1] - The Ministry of Industry and Information Technology and other departments are focusing on the safety management of new energy vehicles, urging manufacturers to guide consumers in proper vehicle usage and avoid exaggerated claims [1] Group 2 - The Beijing Municipal Committee has issued support measures for the high-quality development of the gaming and esports industry, offering rewards up to 30 million yuan for eligible projects [2] - The Hong Kong Stock Exchange has over 160 companies queued for IPOs, with more than 40 applications submitted in May alone [2] - The A-share market experienced a decline, with over 4,600 stocks falling, while the Shanghai Composite Index closed down 0.79% at 3,362.11 points [2] Group 3 - Morgan Stanley has updated its focus stock list for Hong Kong and Chinese concept stocks, removing Pop Mart and adding China Pacific Insurance [3] - Yushutech has completed a Series C financing round with a pre-investment valuation exceeding 10 billion yuan [3] - Guosen Securities' acquisition of 96.08% of Wanhe Securities has been approved by the Shenzhen Stock Exchange's merger and reorganization review committee [3] Group 4 - Zhongyan Chemical plans to approve a capital reduction for its subsidiary, which is expected to constitute a major asset restructuring [4] - Keda New Materials intends to acquire at least 51% of Zhongke Huami's equity to expand into the semiconductor integrated circuit field [5] - CloudWalk Technology's multi-modal AI technology can be applied to stablecoin wallet scenarios [6] Group 5 - Saint Noble Bio expects a net profit of 77.03 million to 94.14 million yuan for the first half of the year, representing a year-on-year increase of 253.54% to 332.10% due to strong performance in its peptide raw material business [6] - Haitian Flavoring has successfully listed its H-shares on the Hong Kong Stock Exchange [6]

【钛媒体综合】据新华社，北京市委宣传部等12部门近日联合印发《关于促进北京市游戏电竞行业高质 量发展的支持办法（暂行）》（以下简称《暂行办法》），其中包括11项举措，旨在通过更有力的政策 引导和支持，进一步激发市场活力，优化发展环境，提升北京在游戏电竞领域的竞争力。 在19日举行的新闻发布会上，北京市委宣传部副部长翟德罡说，当前，游戏电竞作为数字技术与文化创 意深度融合的新兴业态，展现出巨大的发展潜力和广泛的社会影响力，它不仅是数字经济的重要组成部 分，更是文化传播、科技创新、城市活力的新载体。 翟德罡表示，本次发布的《暂行办法》着力加强正向价值引领，全力支持企业在北京进行游戏研发和出 版，通过对内引导产业聚集、对外支持出海发展，不断优化产业布局，提升北京游戏产业的整体实力。 根据《暂行办法》，北京将压缩游戏审核周期，加强对出版国产试点网络游戏的申报辅导，增加游戏专 家审读力量，有效提升审核能力，提高审核质量；对于引进版游戏合同登记、备案业务，提供全程指导 服务；对游戏作品中的美术、音乐和视频等素材作品著作权登记，由22个工作日压缩至10个工作日内完 成。 在游戏创作等方面，相关部门将组织实施北京市网络游戏精 ...

Core Points - The article discusses the release of the "Interim Measures for Promoting the High-Quality Development of the Game and E-sports Industry in Beijing," which includes 11 initiatives aimed at enhancing the industry [1][8] - The measures focus on improving review quality and efficiency, supporting creative excellence, encouraging technological innovation, and facilitating industry clustering [1][3][7] Group 1: Improving Review Quality and Efficiency - A new guidance mechanism for the publication of domestic trial games will be established to reduce the review cycle and enhance communication [1][5] - The review process will be streamlined by increasing the number of game experts involved, thereby improving overall review efficiency [5][6] Group 2: Supporting Creative Excellence - The initiative includes a plan to support the creation of high-quality games that reflect Beijing's cultural characteristics, with financial rewards of up to 5 million yuan for game development and operation [3][4] - A focus on establishing a key topic library for game development will guide the production of competitive and culturally relevant games [3] Group 3: Encouraging Technological Innovation - The policy emphasizes the integration of artificial intelligence and gaming, with support for technological upgrades and research in related fields, offering up to 30 million yuan in rewards for eligible projects [7] - A collaborative mechanism will be established to ensure policy implementation and support for industry challenges [7] Group 4: Facilitating Industry Clustering - The initiative encourages the development of gaming and e-sports clusters in specific districts, providing one-stop services for businesses [3][4] - Support will be given to major e-sports events, with financial incentives for hosting international and national competitions [4] Group 5: Enhancing Copyright Services - The measures include a comprehensive support system for copyright registration and dispute resolution, aiming to expedite the process from 22 days to 10 days [6] - A focus on protecting intellectual property rights will be reinforced through various mechanisms to assist companies in resolving copyright issues [6]

6月19日下午，中共北京市委宣传部等部门印发《关于促进北京市游戏电竞行业高质量发展的 支持办法（暂行）》（全文附后），通过11项具体举措推动游戏电竞产业高质量发展，提升 核心竞争力。 具体要点如下： 1. 压缩审核周期，加强对出版国产试点网络游戏的申报辅导，增加游戏专家审读力量，有效 提升审核能力，提高审核质量。 2. 对游戏作品中的美术、音乐和视频等素材作品著作权登记，由22个工作日压缩至10个工作 日内完成。 3. 引导相关区研究制定新设游戏电竞企业的奖励办法，加大对重点企业引进力度，对满足条 件的游戏电竞中小企业和创新型企业进行扶持。 4. 推动人工智能、AIGC等科技与游戏电竞产业深度融合 。 支持游戏企业通过算力构建、大 模型部署、数据治理等方式提升研发效率，进行智能化技改，根据项目可纳入支持范围的投 资给予最高不超过3000万元奖励。 【导读】北京发布11项举措，支持游戏电竞行业发展 中国基金报记者 张舟 今天，游戏行业迎来利好！ 5.支 持赛事活动举办。对在京落地的国际级、国家级重大电竞赛事，分别给予最高不超过 500万元、300万元奖励 。 6.支持场馆建设运营，鼓励支持出海发展，加强人才队伍 ...

1、习近平同俄罗斯总统普京通电话 重点就中东局势交换意见 重要程度：★★★★★ 6月19日下午，国家主席习近平同俄罗斯总统普京通电话，重点就中东局势交换意见。 普京通报了俄方对当前中东局势的看法，表示目前局势还在快速发展，俄方愿同中方保持密切沟通，共同 为局势降温作出积极努力，维护地区和平稳定。 习近平阐述了中方的原则立场并表示，当前中东局势很危急，再次印证世界进入新的动荡变革期。如果冲 突进一步升级，不仅冲突双方将遭受更大损失，地区国家也将深受其害。习近平强调，中方愿继续同各方 加强沟通协调，凝聚合力、主持公道，为恢复中东地区和平发挥建设性作用。 2、何立峰：中国是跨国公司理想安全有为的投资目的地 重要程度：★★★★ 第六届跨国公司领导人青岛峰会19日开幕。中共中央政治局委员、国务院副总理何立峰出席开幕式并致 辞。何立峰指出，中国拥有超大规模国内市场和全球最完备产业体系，展现出强大经济发展韧性和增长潜 力，是跨国公司理想、安全、有为的投资目的地。 3、商务部最新发声!谈稀土出口、中欧经贸关系等 重要程度：★★★★ 6月19日下午，商务部召开例行新闻发布会。发布会上，新闻发言人何亚东谈到稀土相关出口问题时表 ...

翟德罡表示，本次发布的《暂行办法》着力加强正向价值引领，全力支持企业在北京进行游戏研发和出 版，通过对内引导产业聚集、对外支持出海发展，不断优化产业布局，提升北京游戏产业的整体实力。 新华社北京6月19日电（记者李春宇）北京市委宣传部等12部门近日联合印发《关于促进北京市游戏电 竞行业高质量发展的支持办法（暂行）》（以下简称《暂行办法》），其中包括11项举措，旨在通过更 有力的政策引导和支持，进一步激发市场活力，优化发展环境，提升北京在游戏电竞领域的竞争力。 在19日举行的新闻发布会上，北京市委宣传部副部长翟德罡说，当前，游戏电竞作为数字技术与文化创 意深度融合的新兴业态，展现出巨大的发展潜力和广泛的社会影响力，它不仅是数字经济的重要组成部 分，更是文化传播、科技创新、城市活力的新载体。 在游戏创作等方面，相关部门将组织实施北京市网络游戏精品出版工程，建立网络游戏重点选题库，引 导推出价值导向正确、体现北京文化特点、市场竞争力强的京产网络游戏精品；推动人工智能、AIGC 等科技与游戏电竞产业深度融合，加快技术成果在游戏研发、运营等各环节的创新应用；引导相关各区 研究制定新设游戏电竞企业的奖励办法，加大对重点企 ...

1、北京印发《关于促进北京市游戏 电竞行业高质量发展的支持办法（暂行）》，压缩审核周期，加强 对 出版国产试点 网络游戏的申报辅导；支持游戏企业通过算力构建、大模型部署、数据治理等方式提 升研发效率。2、知情人士表示，光伏三季度将迎来更大力度减产，预计开工比例将环比降低10%-15% 左右；低价销售将审计核查。3、商务部表示，将依法依规不断加快对 稀土相关出口许可申请的审查。 中方愿就此进一步加强与相关国家的出口管制沟通对话，积极促进便利合规贸易。4、 泡泡玛特Labubu 大量补货后二手报价腰斩。知情人士表示，泡泡玛特相关产品的补货不会呈现出规律，也是在一定程度 上规避黄牛的影响。5、2连板 时代出版：公司不涉及稳定币业务 对 京东科技间接持股比例极低。2连 板 长城军工：市净率水平高于 国防军工同行业上市公司。3连板 诺德股份：公司产品主要应用于 锂电 池生产制造。 ...

Core Viewpoint - Beijing's government has introduced policies to support the high-quality development of the gaming and esports industry, aiming to enhance market vitality and competitiveness in the sector [1][2][3]. Group 1: Policy Measures - The new support measures include optimizing approval services to reduce the game publishing review cycle, establishing a guidance mechanism for domestic game publishing applications, and enhancing expert review capacity to improve efficiency [1][2]. - A comprehensive copyright protection system will be established, reducing the copyright registration time for game materials from 22 days to 10 days, and providing administrative and judicial support for copyright issues [2][3]. - The "Beijing Online Game Boutique Publishing Project" will be implemented to promote cultural elements in game creation, with financial rewards for outstanding projects and those winning national or international awards [2][3]. Group 2: Technological Innovation - The policy emphasizes the integration of artificial intelligence in gaming, supporting projects related to AI-generated content and game engines, with financial incentives for companies enhancing R&D efficiency through technological upgrades [3][4]. - A spatial structure for industry clustering will be developed, focusing on key districts and parks to support game development, esports events, and club operations [3][4]. Group 3: Event Economy and Infrastructure - A multi-tiered esports event system will be established, with financial rewards for hosting international and national events, and support for local brand events and gaming exhibitions [4][5]. - Infrastructure development for esports venues will be prioritized, including the renovation of old factories and ensuring smooth operational processes for new venues [4][5]. Group 4: Talent Development and Social Responsibility - The policy aims to strengthen talent development in the gaming industry, facilitating the application process for key talent projects and easing requirements for senior professional titles [5]. - There will be a focus on integrating socialist core values into the industry, ensuring content safety, and promoting a healthy gaming ecosystem [5]. Group 5: Policy Implementation - A collaborative mechanism will be established to ensure effective policy implementation, with regular discussions on industry issues and a platform for policy interpretation to assist companies in accessing benefits [5].

记者从北京市支持演艺、游戏电竞高质量发展政策新闻发布会上了解到，北京引导作品融入"古都文化、红色 文化、京味文化、创新文化"元素。搭建游戏与景区对接平台，支持实景取景和 IP 授权，推动"游戏+文旅"融 合。 为鼓励企业开展精品化创作，将对优秀精品项目，最高给予500万元奖励；对获得国际级、国家级奖项的作 品，最高给予50万元奖励，同时对重点精品项目实施"一事一议"政策，在人才、技术等方面提供定制化服务。 6月19日，中共北京市委宣传部等部门印发《关于促进北京市游戏电竞行业高质量发展的支持办法（暂 行）》（下称《办法》），从提高审核质量效率、完善版权服务机制、加强精品创作扶持、引导产业聚集 发展等多方面做出部署，进一步提升北京市游戏电竞行业竞争力、影响力。 北京市委宣传部副部长、市新闻出版局（市版权局）局长翟德罡表示，近年来，北京市游戏电竞行业健康发 展，涌现出一批优秀企业和精品力作，成功举办了王者荣耀KPL年度总决赛等多项具有影响力的电竞赛事。当 前，面对技术迭代加速、用户需求升级的新形势，需要通过更有力的政策引导和支持，进一步激发市场活力， 优化发展环境，提升产业能级，提升北京在游戏电竞领域的核心竞争力。 ...