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4只包含游戏概念湘股今年表现喜忧参半
Chang Sha Wan Bao· 2025-12-25 14:38
长沙晚报掌上长沙12月25日讯(全媒体记者 刘军)据最新发布的《2025年中国游戏产业报告》,2025 年,国内游戏市场实际销售收入预计达3507.89亿元,同比增长7.68%。随着数字技术发展,游戏产业开 始与医疗、教育、文旅、制造等领域深度融合,被视为娱乐产品的游戏,正在打开新的发展空间。市场 表现方面,游戏股今年以来平均上涨44.36%。记者发现,湘股中有4只个股包含游戏概念,分别是拓维 信息、天舟文化、ST天择、芒果超媒。 在游戏市场,2025年增长最快的是主机游戏与小程序游戏。其中,主机游戏市场收入83.62亿元,同比 激增86.33%,连续三年保持爆发式增长。小程序游戏收入535.35亿元,同比增长34.39%。不仅如此,中 国自研游戏海外市场销售收入204.55亿美元,同比增长10.23%。在全球经济波动、竞争加剧的背景下, 中国游戏企业凭借创新实力与应变能力,展现出强劲发展韧性。 业内人士认为,随着产业迭代与技术革新,游戏早已超越单纯的娱乐载体属性,成为前沿科技的"练兵 场"、文化创新的"孵化器"。游戏企业对AI技术的高频需求,持续助推AI应用加速落地。随着游戏企业 AI应用的不断成熟,技术价 ...
最新游戏版号出炉
Xin Jing Bao· 2025-12-25 14:28
新京报贝壳财经讯12月25日,国家新闻出版署网站公布了2025年12月国产网络游戏、进口网络游戏审批 信息。12月共有144款国产游戏、3款进口游戏获得版号。 ...
A股晚间热点 | 停牌、限额!国投白银LOF连发风险提示
智通财经网· 2025-12-25 14:18
Group 1 - The Ministry of Commerce of China has expressed strong opposition to the U.S. decision to impose 301 tariffs on certain Chinese semiconductor products, stating that it does not recognize the conclusions of the U.S. investigation and has lodged formal protests through the China-U.S. economic and trade consultation mechanism [1] - The Ministry of Commerce emphasized its commitment to maintaining the stability of global supply chains and facilitating compliant trade, while also addressing the potential relaxation of restrictions on rare earth magnet exports to the U.S. [1] - Regarding TikTok's establishment of a joint venture in the U.S., the Chinese government hopes for a solution that aligns with Chinese laws and regulations while balancing interests [1] Group 2 - The Guotou Silver LOF fund announced a suspension of trading from December 26, 2025, at 10:30 AM due to its market price being significantly higher than its net asset value, which could lead to substantial losses for investors [2] - The fund has set a limit of 100.00 yuan for regular investment amounts in its A-class shares, with changes to large regular investment business starting on December 29, 2025 [2] Group 3 - Xiaomi has officially launched the Xiaomi 17 Ultra, which is the thinnest Ultra model to date at 8.29 mm, priced starting at 6,999 yuan for the 12GB+512GB version, with sales commencing on December 27 [3] Group 4 - The Shanghai Stock Exchange has released the schedule for the annual report pre-disclosure, with Chipway Technology set to disclose its report on February 3, 2026, leading the list [4][5] Group 5 - The National Development and Reform Commission is set to announce the establishment of a "carrier-level" national venture capital guidance fund, which is expected to mobilize nearly 1 trillion yuan in investments focused on hard technology [6] Group 6 - There are rumors regarding Jian Nan Chun's potential acquisition of Shui Jing Fang, but both companies have denied receiving any related acquisition information, indicating that their operations are normal [8] Group 7 - The National Tobacco Monopoly Administration is seeking opinions on a draft notice aimed at promoting supply-demand balance in the e-cigarette market, which includes regulating annual production scales based on market orders [9] Group 8 - Major silicon wafer manufacturers have significantly raised their prices, with increases averaging 12%, attributed to rising costs of upstream silicon materials [10] Group 9 - In December, 144 domestic games were approved, indicating a high level of industry activity, with major companies like Tencent and others receiving approvals [13] - The domestic gaming market is projected to reach 350.79 billion yuan in actual sales revenue by 2025, with a year-on-year growth of 7.68% [13]
版号数创七年新高!2025年共发放1771个,游戏产业迎来暖春
第一财经· 2025-12-25 14:02
Core Viewpoint - The article highlights a significant recovery in China's gaming industry, with a record number of game licenses issued in 2025, totaling 1,771, marking a more than 20% increase from 2024 and the highest number in nearly seven years [3][5]. Summary by Sections Game License Issuance - In December 2025, a total of 147 game licenses were issued, including 144 for domestic games and 3 for imported games, with notable titles from companies like Tencent and 37 Interactive Entertainment [4]. - The total number of domestic game licenses for 2025 reached 1,676, while imported game licenses amounted to 95, contributing to the overall total of 1,771 licenses, which is a significant increase from 1,416 in 2024 [5]. Industry Trends - The increase in game licenses is attributed to a shift towards high-quality games, with industry consensus on the importance of game quality driving the surge in license issuance [3]. - The gaming industry is expected to enter a new golden decade, supported by favorable policies and a growing international market for games [3]. Market Performance - The actual sales revenue of the domestic gaming market in 2025 reached 350.79 billion yuan, reflecting a year-on-year growth of 7.7%, with a user base of 683 million, marking a historical high for both metrics [6]. - The gaming industry is estimated to have generated an economic impact exceeding 1.2 trillion yuan, indicating its significant role in the broader economy [6]. Challenges and Future Outlook - Despite the increase in licenses, the industry faces challenges such as rising development costs and heightened competition, leading to a more cautious approach to new game launches [6]. - Major gaming companies are focusing on maintaining the longevity of existing game IPs and advancing technology to meet the evolving expectations of players [6].
今年游戏版号发放数创7年新高!2025年共发放1771个游戏版号,游戏产业迎来暖春
Ge Long Hui· 2025-12-25 13:55
格隆汇12月25日|随着国家新闻出版署公布12月份网络游戏版号,2025年全年版号发放正式收官。今年 版号总数定格于1771个,创下自2019年以来近七年的新高,较2024年增长超过20%,游戏行业持续回 暖。 游戏产业分析师张书乐对第一财经记者表示,今年的版号爆发并非简单放量,而是在游戏精品化 成为行业共识后,精品游戏爆发带动版号数量提升。 "在版号放量、游戏质量提升、游戏出海路径不断 拓宽,以及各地密集出台游戏电竞激励政策的大背景下,中国游戏产业正在开启新一轮的黄金十 年。"张书乐判断。 ...
版号数创七年新高!2025年共发放1771个,游戏产业迎来暖春
Di Yi Cai Jing· 2025-12-25 13:42
Core Insights - The number of game licenses issued in China has steadily increased, reaching a total of 1,771 in 2025, marking a nearly seven-year high and a growth of over 20% compared to 2024 [1][7] - The surge in licenses is attributed to the industry's consensus on game quality improvement and the emergence of high-quality games, indicating a new golden decade for the Chinese gaming industry [1][7] License Distribution - In December 2025, a total of 147 game licenses were issued, with 144 for domestic games and 3 for imported games, including notable titles from Tencent and other companies [5] - The monthly distribution of licenses has been stable, with each month exceeding 100 licenses, peaking at 184 in November 2025 [6] Market Performance - The domestic gaming market's actual sales revenue reached 350.79 billion yuan in 2025, a year-on-year increase of 7.7%, with a user base of 683 million, also reflecting a growth of approximately 1.4% [7] - The gaming industry's economic impact has been assessed, with direct and indirect contributions exceeding 1.2 trillion yuan in 2025, highlighting the sector's role in the "cultural + technological" economic model [7] Industry Challenges - Despite the increase in licenses, the market remains competitive, with higher expectations for game quality and increased development costs, posing risks for developers [8] - Major gaming companies are focusing on maintaining the longevity of existing IPs and iterating on technology to meet player expectations and ensure engagement [8]
掌趣科技:在境外市场,公司聚焦SLG赛道,积极推进项目的研发和调测调优进度
Mei Ri Jing Ji Xin Wen· 2025-12-25 13:40
掌趣科技(300315.SZ)12月25日在投资者互动平台表示,公司以游戏产品的研发、发行为主,同时在 AIGC领域也在持续探索、积极创新。在境内市场,公司积极布局小游戏赛道,未来将努力实现更多小 游戏产品逐步上线;在境外市场,公司聚焦SLG赛道,积极推进项目的研发和调测调优进度,努力加快 推进上线及大规模投放进程。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:你好董秘,公司未来1-2年的核心增长点是什么?是新 游戏还是海外市场?管理层是否展现出清晰的战略和执行力? ...
游族网络傅焜:人工智能正在驱动互动文化产业生产范式革新
Ren Min Wang· 2025-12-25 13:16
在AI赋能业务实践方面,傅焜分享了多项成果:在内容创作环节,AIGC工具显著提升了美术、音 频、代码等内容的生成效率与质量;在全球发行领域,AI不仅能够基于各地区文化背景与用户偏好智 能生成传播素材,还可实现精准化、个性化投放,提升触达效果。此外,游族网络正积极研发面向用户 的AI编辑工具,支持玩家参与场景构建、剧情设计等创作活动,推动用户从体验者向共创者转变,实 现生产模式与体验形态的双重革新。 围绕AI互动文化产业生态建设,游族网络已在算力支撑、高质量语料库构建、复合型人才培养等 方面开展全链条布局,并持续推进跨界合作。公司携手曦望Sunrise,共同推进人工智能算力基础设施与 游戏研发场景的深度融合,定制专用GPU算力卡与分布式算力底座;联合长城科技、深圳机密计算等单 位,打造"国产算力+密态安全+场景创新"的自主可控算力安全体系;与火山引擎合作,共同探索文娱 产业大模型技术落地路径。 傅焜表示,游族网络将继续秉承"科技传颂文明"的企业使命,充分利用徐汇区优良的产业政策与生 态资源,积极参与"AI+互动文化产业"融合发展,助力推动更多具有中国文化特色的优质产品走向世 界,共建"技术共研、内容共创、市场共 ...
12月下发版号147款,《QQ经典农场》《白银之城》在列
Xin Lang Cai Jing· 2025-12-25 12:41
今日(12月25号),国家版署下发过审游戏版号共计147款,其中国产网络游戏144款,进口网络游戏3款。移动端游戏共143款,客户端游戏10款,主机游 戏1款。 值得关注的游戏有:腾讯《QQ经典农场》、乐元素《白银之城》、创梦天地《幻灵灵之战》、电魂网络《出击吧!飞艇》、冰川网络的《口袋精英》、 四三九九的《勇者与幻兽》。 以下是具体过审名单: | 序号 | 名称 | 申报类别 | 出版单位 | 运营单位 | 批复文号 | 出版物号 | 批准时间 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 波斯王子:失落的王 | 移动、客户端、 游戏机 (PS5) | 华东师范大学电子音 上海碧汉网络科技有 | | 国新出审 [2025] 2631 | ISBN 978-7- | 2025年12月24日 | | | 司 | 游戏 | 像出版社有限公司 | 限公司 | 를 | 498-16205-2 | | | 2 | 幻幻灵之战 | 移动 | 深圳市创梦天地科技 深圳市创梦天地科技 有限公司 | 有限公司 | 国新出审 [2025] 2632 | ISBN ...
打造超大城市开放型经济发展的“法治名片”
Xin Lang Cai Jing· 2025-12-25 12:14
开栏的话 党的二十届四中全会为"十五五"时期发展擘画了宏伟蓝图。法治是"十五五"时期经济社会发展的重要保障,经济社会发展向前推进一步,法治服务保障就 要跟进一步。人民法院如何将全会精神不折不扣落实到位?最高人民法院新闻局组织开展"四中全会精神在基层·法院见闻"集中采访活动,邀请记者走近 司法实践最前沿、服务群众最基层,近距离观察人民法院贯彻落实全会精神的生动实践与实效。集中采访活动首站来到上海法院,敬请关注。 | 转业赏 12月24日疯 十四团 | 围多胶副总理何立峰,围家发展 | 预废得费示, | | --- | --- | --- | | 需要会第十九次会议24日上 | 改革委,工业和信息化解、财政部,住 | 心的党中央提出实 | | 人民大会堂举行联组会议,审 | 房城乡建设部、交通运驗師、国务院团 | 餃节约能原作出- | | 大常委会执法检查组关于检查 | 资源,市场监管总局,国资监委组门丰 | 呀。全国人大常身 | | 法实施情况的报告并开展专题 | 要负责目之到合听取欲见,同答请问。 | 习近平总书记关 | | 乐际费员长出席会议。 | 何文峰表示,在以习近平同志为 | 论述,积极团应人 | | ...