相关机构表示，人工智能持续发展有望提振游戏板块。游戏领域属于比较成熟的人工智能应用领域，未 来结合大语言模型能否产生新的玩法也是游戏行业的增长点之一。例如剧本编写方面，给大语言模型一 个提纲去编写剧本，再给它一些新的指引，让它再去调优，未来或可产生新的玩法。未来可能通过大语 言模型直接赋予游戏内人物独立人格，可以让它自己在游戏的世界里面去完成自己的动作和行为，也即 真正能够在虚拟世界里面再去创造出虚拟世界。 注：指数/基金短期涨跌幅及历史表现仅供分析参考，不预示未来表现。市场观点随市场环境变化而变 动，不构成任何投资建议或承诺。文中提及指数仅供参考，不构成任何投资建议，也不构成对基金业绩 的预测和保证。如需购买相关基金产品，请选择与风险等级相匹配的产品。基金有风险，投资需谨慎。 （文章来源：每日经济新闻） 消息面，伽马数据显示，2025年4月中国游戏市场规模达273.51亿元，同比增长21.93%，其中移动游戏 同比增长28.41%，出海收入同比增长9.62%。 中信建投表示，Deepseek R1深度思考能力全球领先。R1在数字测试AIME2024和代码测试 LiveCodeBench中均超越o3和Gemi ...

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 ...

Group 1 - The A-share gaming sector experienced a significant rise, with the gaming ETF (159869) increasing by over 4% in early trading on June 3rd, 2023 [1] - Key stocks such as Zhangqu Technology surged over 15%, while Giant Network, Dihun Network, and Borui Communication approached their daily limit, indicating strong market performance [1] - April gaming revenue saw a year-on-year growth of over 20%, driven by long-term products, with the Chinese gaming market projected to reach 273.51 billion yuan by April 2025, reflecting a 21.93% increase [1] Group 2 - Mobile gaming revenue is expected to grow by 28.41% year-on-year, while overseas revenue is projected to increase by 9.62%, primarily fueled by long-term products like "Honor of Kings" and "Genshin Impact" [1] - Huaxi Securities highlights that the long-term revenue growth underscores a healthy development trend in the industry, with leading companies leveraging IP operations and content iteration for sustained profitability [1] - The issuance of domestic game licenses has increased, with 130 domestic and 14 imported licenses granted in May 2025, contributing to improved industry confidence [1] Group 3 - The approval of game licenses across multiple platforms indicates a normalization trend in the regulatory environment, with a total of 610 domestic and 44 imported licenses issued in 2023, significantly higher than the same period in 2024 [1] - The industry's fundamentals are gradually improving due to the continuous optimization of license supply, strong overseas performance, and the launch of new games [1] - The application of AI technology and long-term operational capabilities are becoming key competitive advantages for companies in the gaming sector [1]

每经记者｜李宇彤 每经实习编辑｜余婷婷 NO.2《植物大战僵尸3》开启测试招募 6月1日，《植物大战僵尸3》官方微博宣布即将开启"元素 1+1"测试招募。得到EA正版授权的《植物大 战僵尸3》手游于今年2月获得版号。目前已上架苹果iOS端App Store应用商店，商店界面显示游戏预计 于7月18日推出。 点评：《植物大战僵尸3》开启测试招募，为正式上线预热，体现了公司对产品推广的重视，给业务发 展预期带来积极信号。对游戏板块而言，知名IP（知识产权）新作测试引发市场期待。 NO.3 2025年夏日游戏节预告片公开 6月2日，鹰角网络旗下多人合作平台冒险游戏《泡姆泡姆》正式发售，目前游戏已经上架Steam游戏平 台，标准版66 元、"好多衣服版"84元，两个版本都享受首发9 折优惠。据介绍，游戏中玩家将化身为被 召唤的小勇士，利用神奇的道具和独特的技巧解开谜题，展开协同冒险。 点评：鹰角网络新游《泡姆泡姆》发售，以较低价格和首发优惠吸引玩家，展现出公司拓展产品线的策 略。这对鹰角网络相关业务板块的业绩预期形成支撑。对游戏板块而言，新游的推出增加了市场关注 度。 6月2日消息，2025年夏日游戏节预告片已于近日 ...

Core Insights - Super League Enterprise, Inc. is participating in the "2025 Virtual Tech Conference" where CEO Matt Edelman will discuss the company's innovative media and technology products [1][2] - The conference will focus on technological advancements across various industries, including gaming and entertainment, highlighting the potential for disruption [2] Company Overview - Super League is a leader in engaging audiences through playable media, providing brands with interactive ads, content, and experiences within mobile games and immersive platforms [5] - The company utilizes proprietary technology and a network of creators to enhance brand engagement and loyalty [5] Event Details - The virtual fireside chat is scheduled for June 5, 2025, at 2:00 PM ET, hosted by Maxim Group [1] - Interested participants can register through their Maxim representative or via email [3]

Core Insights - Bigben Interactive's earnings for the financial year 2024/25 were impacted by delays in new releases, but strong growth is anticipated in 2025/26, particularly in the first half [2][14]. Financial Performance - Total sales for the year 2024/25 were €288.0 million, a slight decrease from €292.0 million in 2023/24 [3]. - Gross profit increased to €147.4 million, with a gross margin of 51.2%, up 2.4 percentage points year-on-year due to an improved product mix [3][4]. - EBITDA before non-recurring items remained stable at €62.1 million, while total EBITDA decreased to €61.1 million from €78.0 million in the previous year [3][4]. - The company reported a net loss of €0.3 million for the period, compared to a net income of €21.0 million in 2023/24 [3]. Business Segment Analysis - NACON's sales were stable at €167.9 million, with a gross margin improvement to 64.4% [6][7]. - Bigben AudioVideo/Telco generated sales of €120.0 million, down from €124.3 million, but gross margin increased to 32.7% due to better procurement control [9][10]. Future Outlook - The 2025/26 financial year is expected to see strong growth, with a busy release schedule for NACON, including major titles like "Robocop: Rogue City" and "Hell is Us" [14][15]. - NACON has secured a new agreement for the World Rally Championship (WRC) license, enhancing its gaming portfolio [17]. - Bigben is focusing on diversifying its product offerings and optimizing its supply chain to improve performance in the mobile accessories market [18][21]. Strategic Initiatives - The company is expanding its distribution channels and launching new products under various brands, including the Force® and Cosy ranges [21][22]. - Bigben is committed to reducing carbon emissions through its supply chain optimization efforts [18]. Shareholder Information - The Board of Directors decided not to propose a dividend for the 2024/25 financial year [13]. - Upcoming events include the Shareholders' General Meeting on 25 July 2025 and the release of first-quarter sales on 28 July 2025 [24].

Core Viewpoint - The article discusses the journey of Raccoon Logic, a game development studio formed by former members of Typhoon Studios, highlighting their successful game "Return to the Savage Planet: Revenge" and the role of Tencent in their revival after being laid off by Google [1][3][17]. Group 1: Company Background - Raccoon Logic was established by former Typhoon Studios members, including Alex Hutchinson and Reid Schneider, who have extensive experience in the gaming industry [6][4]. - The team initially faced challenges as a startup, working in a small, windowless motion capture studio before gaining more investment [7][9]. - Typhoon Studios was acquired by Google in 2019 to enhance its Stadia cloud gaming service, but the studio was disbanded shortly after the release of their game in 2021 [11][14]. Group 2: Game Development and Success - "Return to the Savage Planet: Revenge" achieved over 1 million players within two weeks of its release, marking a significant milestone for the team [3][19]. - The game’s narrative reflects the team's real-life experiences, incorporating themes of revenge and humor, which resonate with players [19][25]. - The gameplay focuses on exploration and character growth, maintaining the quirky style of its predecessor while introducing new mechanics [21][30]. Group 3: Role of Tencent - Tencent played a crucial role by investing in Raccoon Logic during its restructuring phase, allowing the team to maintain independence while securing necessary funding [17][30]. - The partnership with Tencent enabled the team to focus on developing their existing IP rather than expanding into new projects [30][38]. Group 4: Team Philosophy and Future Outlook - The team emphasizes a pragmatic approach, choosing to concentrate on a single project rather than pursuing multiple ventures, which they believe leads to better outcomes [30][32]. - They express a disinterest in returning to AAA game development, preferring to create smaller, more manageable games that can attract a dedicated player base [31][37]. - The team remains optimistic about the gaming market, believing that a tightening environment will eliminate less capable teams, allowing those with real talent to thrive [38][39].

2025年，可谓是新一轮AI狂潮 进入落地发展阶段的关键一年。 2025年，可谓是新一轮AI狂潮进入落地发展阶段的关键一年。 首先是以游戏为首的内容行业，米哈游创始人蔡浩宇新作《Whispers from the Star（星之呢喃）》，玩家能够通过与AI角色Stella实时互动，影响剧情分支 和结局，让行业看到了"后元宇宙时代"AI驱动的新故事；今年3月上线的生活模拟游戏《inZOI》中，玩家可开启"Smart Zoi"实验功能，让城市NPC由ACE 驱动，基于个性和目标动态行动，并可通过自由文本指令影响NPC行为...... 除了作为前沿技术的"试炼场"的游戏行业以外，影视、音乐、教育、医疗、消费电子、工业等多个领域也已开始跟AI接轨。例如，过去一年里，各大手机厂 商纷纷接入语言大模型，结合图片识别等功能，让用户能够随时随地"知晓万物"。 类似的案例还有很多，AI的落地应用正在以远超我们想象的速度，融入每个人的工作、生活、娱乐当中。 以下文章来源于36氪游戏 ，作者刘士武 36氪游戏 . 以科技视角，解析游戏产业发展浪潮。 网易游戏旗下《逆水寒》手游推出了全球首个游戏内的AI大模型竞技场，为玩家提供了与A ...

Core Insights - 2025 is identified as a pivotal year for the next wave of AI integration across various industries, particularly in gaming and content creation [1][2] - Major gaming companies are actively incorporating AI into consumer-facing products, enhancing user experience and operational efficiency [4][6] - Independent developers are also seizing opportunities to innovate with AI technologies, creating new gameplay experiences [5][9] Group 1: AI Integration in Gaming - The gaming industry is leading the charge in AI integration, with Tencent's "Peacekeeper Elite" introducing an AI digital spokesperson, and NetEase's "Nirvana in Fire" offering an AI model competition arena [2][4] - MiHoYo's upcoming game "Whispers from the Star" features real-time AI interactions, allowing players to influence the narrative through dialogue with the AI character Stella [2][4] - AI tools are being utilized in game development to enhance efficiency, with companies like Century Huatong reporting up to 80% efficiency gains in art creation processes [4][6] Group 2: Opportunities for Independent Developers - Independent developers are exploring AI applications from the ground up, creating innovative projects that leverage AI for unique gameplay experiences [5][9] - Examples include the "Martial World AI" text-based game, which utilizes AI for flexible narrative structures, and "Moe Claw Party," which combines AI with companionship gameplay [5][9] Group 3: Technological Infrastructure and Support - Major tech firms are investing in infrastructure to support AI applications across various sectors, with Tencent launching the "Hunyuan-Game" platform for industrial-grade AIGC game content production [6][8] - Lenovo is supporting the "Shulong Cup" competition, providing high-performance hardware to assist developers in deploying large AI models [20][21] - The "Shulong Cup" aims to foster innovation in AI gaming and applications, offering substantial financial support and resources for promising projects [10][24]

Core Viewpoint - The mobile game "Cooking Party" developed by Friendship Time has officially launched its public beta, generating significant interest in the capital market due to its strong user engagement and market performance [1][11]. Group 1: Game Features and Mechanics - "Cooking Party" features a unique multiplayer cooperation mode, immersive cooking experiences, and a variety of character configurations, quickly gaining attention in the gaming community [3][6]. - The game incorporates a competitive "chaotic" mode where players must quickly switch ingredients and manage cooking times, enhancing the excitement and unpredictability of gameplay [3][4]. - In addition to cooking competitions, the game introduces simulation management gameplay, allowing players to upgrade from chefs to restaurant managers, thus diversifying the gaming experience [4][6]. Group 2: Target Audience and Market Positioning - The game targets a female audience while also appealing to a broader demographic through its engaging characters and gameplay, creating a "breaking the circle" effect [6][12]. - The integration of food culture and regional culinary elements strengthens the game's cultural relevance and enhances player engagement [6][9]. Group 3: Marketing and Collaborations - On its first day of public testing, "Cooking Party" announced collaborations with popular brands and institutions, enhancing its appeal through special in-game events and unique content [7][9]. - The game plans to collaborate with over 30 food and beverage brands, creating a diverse ecosystem of activities and brand interactions [7][9]. Group 4: Performance Metrics and Future Outlook - The game has shown promising metrics, with over one million users on its first day and a high level of engagement reflected in its rankings across various platforms [1][11]. - The party game genre has seen significant growth, with a reported 84.4% increase in user spending in 2023, indicating a strong market potential for "Cooking Party" [12][11]. - The game has received a score of 8.0 on TapTap, with over 800,000 pre-registrations, validating its market potential and sustainability [12][11]. Group 5: Technological Innovations - The game utilizes AI to enhance player experience by optimizing level interactions and providing feedback for game balance, showcasing the company's commitment to technological advancement [14][16]. - Future updates will include new seasons, user-generated content, and continuous iteration based on player feedback, ensuring the game remains fresh and engaging [14][16].