要闻提示 NEWS REMIND 今日头条 HEADLINE NEWS A股市值最高的游戏公司世纪华通给27名员工发6个亿：人均超过2000万元 不久前还曾因财务造假而暴雷的世纪华通，如今不仅起死回生，还成为A股唯一一家市值破千亿的游戏公 司。近日，世纪华通发布公告：2022年员工持股计划第二个锁定期已届满，27名核心员工将会解锁价值 约6亿元的股票，算下来人均超2000万元。据悉，世纪华通当前作为A股市值最高的游戏公司，在2025年 内股票涨幅超300%，受到行业普遍关注。 据此前报道，2022年9月，为了激励员工，世纪华通将总计9743.41万股过户至"浙江世纪华通集团股份 有限公司－2022年员工持股计划"证券专用账户，受让对象包括公司的核心骨干员工、高管等。作为激 励，员工受让该等股份自然是"0元购"，但真正落到手里需要达成解锁条件。按照此前规定，该员工持股 计划股份将分三批落到员工手中。而每一期解锁条件都与公司当年业绩考核指标、组织部门业绩考核指标 以及个人绩效考核挂钩，其中公司层面能否完成业绩目标是最重要的一环。 1 . A股市值最高的游戏公司世纪华通给27名员工发6个亿：人均超过2000万元 2 ...

以下文章来源于三联电子厂Pro ，作者波旁 需要用脑子，又不太需要。 文 ｜ 波旁 来源｜ 三联电子厂（ID:cyberlife2024） 封面来源 ｜ 金铲铲之战微博 健身房已经不流行晒自拍了，真健身党们都在忙着晒金铲铲截图。 再也没人在意谁穿了裸感的紧身裤，只是偶尔查看一下电量显示——不是运动手环，而是眼前的平板。屏幕里的对战音效与跑步机的嗡鸣交织，正在取代健 身房的背景音乐。 人均一个平板开始铲 因其节奏自控、单局时间固定、操作门槛不高且极易"杀时间"，《金铲铲之战》俨然成了健身区的最新配置。 三联电子厂Pro . 有限解释车间 一局游戏，约等于跑步机上的三公里。从此不再需要暗示自己"坚持45分钟"，原先抽象而艰难的健身目标，被拆解成"D出三星四费卡"或"稳住血量进前 四"这样的具体满足。 有氧运动各自搭配上了金铲铲，没有人再吐槽自己完成不了课时，就连45分钟的动感单车都敢再开一局。 至臻皮肤，成了健身房的lululemon 司美格鲁肽和玛仕度肽刚刚让娱乐圈名人们宣称自己运动减肥成功，并准备接点代言时，却发现健身房里已经邪修出了新科技。它并非通过增强意志力，而 是通过构建一套并行的、高反馈的时间系统，平 ...

去年，Lion Studios（原为Applovin内部工作室，今年被打包卖给了Tripledot）凭借一款《Hexa Sort》大出风头。这款产品是2024年混合休闲赛道的标杆之 作，一度在业内掀起模仿热潮。据Sensor Tower，游戏仅内购收入（IAP）一项，月峰值便突破4000万元，累计收入超过4亿元。 后续Lion Studios又推出了一些新作，但表现都远不及《Hexa Sort》。如找罪犯解谜游戏《Clue Master》、二合小游戏《Merge Sticker Playbook 2D》、类 车位出逃玩法的《Sort Dash》，以及融合点消与休闲射击玩法的《Mr Bullet Blast》等。 令人想不到的是，公司把一款2023年3月发行的老产品《Coin Sort》拎出来改造之后，反而跑出了成绩。 《Coin Sort》自今年6月开始有崛起迹象，8月底进入了美国iOS游戏畅销榜TOP100，近一个月IAP收入已突破2000万元（IAA收入未披露但按照常理占比 更大）。 《Coin Sort》采用类似《Hexa Sort》的堆叠玩法，但消除的主角成了硬币，同时它去掉了《Hexa Sort》的 ...

今年以来，科技股成为A股市场最强主线，TMT板块显著领涨。截至9月19日（下同），通信指数大涨 超64%，电子、传媒、计算机等指数均涨超20%，与机器人相关的机械设备、汽车等板块指数涨超 20%，与创新药相关的医药生物板块涨超20%。 科技题材更是井喷式上涨，光模块指数年内大涨超125%，电路板、PEEK材料、CRO、人形机器人等10 多个概念指数涨逾50%。 一大批科技龙头公司股价频频创出历史新高。其中，电子行业龙头工业富联年内大涨超230%，市值突 破万亿元大关，为TMT板块首只。多达12只千亿市值公司年内股价翻倍，绝大多数为科技股，包括 CPO概念的新易盛、中际旭创、天孚通信等，PCB板块的胜宏科技、深南电路、东山精密，AI芯片的寒 武纪-U，游戏板块的ST华通等。 另外，新能源板块的宁德时代和阳光电源、晶圆代工板块的中芯国际、处理器板块的海光信息、工控板 块的汇川技术，创新药板块的百济神州-U、人形机器人板块的三花智控和拓普集团，年内股价均创出 历史新高。 港股市场表现同样精彩，腾讯控股站上600港元大关，年内涨幅超过50%；阿里巴巴一度站上160港元大 关，年内大涨近100%。此外，网易、携程集团、 ...

Group 1 - The core industry value added of the digital economy accounts for about 10% of GDP, becoming a key force supporting high-quality economic development [1] - The digital economy is expanding in scale, with applications in various fields such as virtual reality and artificial intelligence, leading to the emergence of new professions [1] - The Shenzhen Nanshan Museum has integrated the Dunhuang Grottoes into its exhibition through digital technology, showcasing a new mode of exhibition [3] Group 2 - A virtual reality development engineer and his team spent six months creating the digital Dunhuang virtual reality exhibition, involving data processing and content design [5] - The virtual reality team consists of over 20 members, highlighting the increasing number of new roles and collaboration among different job functions [5][7] - The team has developed over 20 virtual reality products, primarily applied in cultural tourism and digital performances, with a growing demand for talent [7] Group 3 - Digital technology is creating new employment opportunities, such as flight simulators for training pilots, which are becoming increasingly important in talent training and safety drills [9] - A domestic technology team is collaborating to develop a new flight simulator system to meet the growing demand for higher simulation quality [9][11] - A gaming company is also forming an "industrialization group" to apply gaming technology to various cutting-edge applications [13] Group 4 - The demand for animation production efficiency has surged, leading to the emergence of new professions focused on developing AI tools for animation [15] - A team has developed AI tools for animation production, aiming to promote these tools in overseas markets [17] - The digital economy in China exceeds 50 trillion yuan, contributing over 40% to GDP, with the gaming industry rapidly growing and projected to exceed 325.783 billion yuan in 2024 [18]

Core Viewpoint - The company, 37 Interactive Entertainment, has approved an indirect investment in SX Global Flagship Fund II L.P. through its wholly-owned subsidiary, 37 Starseek Co., Limited, with a total investment not exceeding $10 million [1][8]. Group 1: Investment Details - The investment structure involves the company's chairman, Li Weiwei, and former deputy general manager, Yang Jun, also participating as limited partners, contributing $2 million and $1 million respectively [2][9]. - The total expected scale of the target fund is up to $300 million, with the connection fund's total scale not exceeding $30 million after the contributions from Li Weiwei and Yang Jun [19][28]. - The investment aims to target high-quality projects in frontier technology, software as a service (SaaS), and other tech sectors [28][27]. Group 2: Governance and Approval Process - The board meeting held on September 22, 2025, included all nine directors, and the proposal was approved with eight votes in favor [5][31]. - Independent directors reviewed the transaction and confirmed that it adheres to fair pricing and does not harm the interests of the company or its shareholders [30][31]. - The transaction does not constitute a major asset restructuring and does not require approval from relevant authorities [12][28]. Group 3: Related Party Transactions - The investment is classified as a related party transaction, with Li Weiwei and Yang Jun being related natural persons of the company [10][11]. - The transaction complies with the Shenzhen Stock Exchange's regulations regarding related party transactions [10][11]. - No other shareholders or executives holding more than 5% of the company participated in the investment [25].

9月22日，中国互动影视游戏《盛世天下》官方微博介绍，该游戏的全平台总销量(含海外)已超过一百 万套。 此外，相关数据显示，《盛世天下》移动版自9月9日上线后，连续多日稳定在苹果iOS娱乐付费榜第 一。 若以官方售价39元计算，《盛世天下》全平台销售额已突破3900万元。值得一提的是，《盛世天下》的 海内外口碑仍在提升，讨论热度也居高不下，仅小红书的话题浏览量就超过了2.6亿次。事实上，目前 《盛世天下》仅上线了上篇《媚娘篇》，未来下篇《女帝篇》的上线，则有望进一步推动销售额增长。 公开信息显示，《盛世天下》是一部以中国唐代为灵感创作的互动影视游戏，背后制作公司为 NewOneStudio，该公司曾于2019年制作了业内首部出圈的互动影视游戏《隐形守护者》。而《盛世天 下》相比《隐形守护者》，制作成本显著提高。同时，游戏宣传也获得了腾讯的支持，例如相关宣传植 入了腾讯旗下热门游戏《王者荣耀》《元梦之星》。 谈及《盛世天下》的火爆，DataEye研究院研究总监刘尊对《证券日报》记者表示："《盛世天下》凸显 了中国文化'出海'的优势。中国历史文化底蕴足，给游戏'出海'提供了太多好素材。例如《盛世天下》 把唐朝的服 ...

Group 1 - The stock of Sanqi Interactive Entertainment (002555) closed at 22.24 yuan on September 22, 2025, down 5.52% from the previous trading day, with a total market capitalization of 49.2 billion yuan [1] - On the same day, the stock opened at 23.68 yuan, reached a high of 23.8 yuan, and a low of 21.9 yuan, with a trading volume of 3.588 billion yuan and a turnover rate of 9.95% [1] Group 2 - The company announced that its seventh board of directors held its third meeting on September 22, 2025, where it approved a proposal regarding indirect investment in SX Global Flagship Fund II L.P. by related parties [2] - The company's wholly-owned subsidiary, 37 Starseek Co., Limited, signed an agreement on July 31, 2025, to invest up to 10 million USD as a limited partner in SX Global Flagship Fund II L.P. [2] - The controlling shareholder and chairman, Li Weiwei, plans to invest 2 million USD, while Yang Jun, who served as a director and deputy general manager in the past twelve months, intends to invest 1 million USD, both through indirect investment in the same fund [2] - The transaction pricing is fair and does not affect the company's independence or ongoing viability, with independent directors approving the proposal [2]

Core Insights - The Chinese gaming market revenue in August 2025 reached 29.263 billion yuan, showing a year-on-year decline of 13.01% and a month-on-month increase of 0.61% [1][2][4] - The overseas sales revenue of domestically developed games was 1.68 billion USD, reflecting a month-on-month decrease of 0.79% and a year-on-year decrease of 10.66% [1] - The decline in both domestic and overseas markets is attributed to a lack of new blockbuster games following the success of "Black Myth: Wukong" and a decrease in revenue share from IP adaptations, prompting the need for diverse IP operation strategies [1][4] Domestic Market Performance - The domestic client game market revenue in August was 6.563 billion yuan, with a month-on-month decrease of 1.11% but a year-on-year increase of 17.59% [7] - The mobile game market generated 21.541 billion yuan, showing a month-on-month increase of 0.85% but a year-on-year decline of 4.25% [7] - The market is experiencing a product cycle transition, with insufficient new releases to support revenue growth, highlighting the need for competitive new products [4][7] IP and Product Trends - In August, the share of revenue from IP adaptation products in the top 50 mobile games decreased year-on-year, while the share of non-IP products increased by 8.1 percentage points to 51.1% [8] - Successful non-IP products like "Egg Party" and "Supernatural Action Group" contributed significantly to the growth of non-IP revenue [8] - The frequency of IP collaborations increased by 65.4% in the first half of 2025 compared to the previous year, indicating a shift towards more diverse IP utilization strategies [10]

Market Overview - On September 22, the Hang Seng Index fell by 0.76%, with southbound trading totaling HKD 136.09 billion, comprising HKD 74.41 billion in buying and HKD 61.68 billion in selling, resulting in a net buying amount of HKD 12.736 billion [1] Southbound Trading Details - Southbound trading through the Stock Connect (Shenzhen) recorded a total transaction amount of HKD 50.073 billion, with buying at HKD 27.328 billion and selling at HKD 22.745 billion, leading to a net buying of HKD 4.583 billion [1] - Southbound trading through the Stock Connect (Shanghai) had a total transaction amount of HKD 86.020 billion, with buying at HKD 47.087 billion and selling at HKD 38.933 billion, resulting in a net buying of HKD 8.154 billion [1] Active Stocks - Alibaba-W was the most actively traded stock with a total transaction amount of HKD 90.45 billion and a net buying of HKD 26.14 billion, while SMIC and Shankai Holdings followed with transaction amounts of HKD 89.67 billion and HKD 55.25 billion respectively [1] - The top net buying stock was the Tracker Fund of Hong Kong (盈富基金) with a net buying amount of HKD 28.64 billion, despite a closing price drop of 0.88% [1] - Meituan-W had the highest net selling amount of HKD 3.85 billion, with a closing price decline of 2.26% [1] Continuous Net Buying - Alibaba-W and Pop Mart were the only two stocks with continuous net buying for more than three days, with Alibaba-W having a total net buying of HKD 604.43 billion over 22 days, and Pop Mart with HKD 21.28 billion over 3 days [2] Summary of Active Stocks on September 22 | Code | Name | Transaction Amount (HKD million) | Net Buying (HKD million) | Daily Change (%) | | --- | --- | --- | --- | --- | | 02800 | Tracker Fund | 300062.61 | 286406.81 | -0.88 | | 09988 | Alibaba-W | 904530.67 | 261418.50 | 0.06 | | 02828 | Hang Seng China Enterprises | 86111.09 | 86061.50 | -1.48 | | 06088 | FITHONTENG | 240377.57 | 45123.01 | 17.83 | | 00412 | Shankai Holdings | 552511.40 | 42858.63 | 29.76 | | 00981 | SMIC | 896702.36 | 31778.65 | 5.16 | | 01810 | Xiaomi Group-W | 289237.11 | 15351.09 | -1.06 | | 00700 | Tencent Holdings | 342267.30 | 13464.57 | -0.23 | | 02020 | Anta Sports | 80758.47 | 12271.30 | -2.22 | | 01347 | Hua Hong Semiconductor | 79088.60 | 10589.67 | 3.57 | | 02228 | Crystal International | 158175.95 | 6579.02 | 8.06 | | 09992 | Pop Mart | 152325.56 | 1922.21 | -1.40 | | 03690 | Meituan-W | 382208.58 | -38469.29 | -2.26 | [2]