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。 ...

Macro Dynamics - The Ministry of Commerce will expedite the review of export license applications related to rare earths, emphasizing the importance of maintaining global supply chain stability and security [1] Financial Institutions - Xinda Securities has received approval from the China Securities Regulatory Commission to issue a total of up to 100 billion yuan in corporate bonds, including 39 billion yuan in perpetual subordinated bonds [6] - The Hebei Financial Regulatory Bureau has approved Cangzhou Bank to increase its registered capital from 8.15 billion yuan to 8.963 billion yuan [8] Market Data - The three major indices experienced declines, with the Shanghai Composite Index down 0.79%, Shenzhen Component down 1.21%, and ChiNext Index down 1.36%. The total market turnover was nearly 1.3 trillion yuan, with over 4,600 stocks declining [9] - The margin balance of the two markets increased by 13.25 billion yuan, reaching a total of 18,111.88 billion yuan [10] - The Hong Kong Hang Seng Index fell by 1.99%, with significant declines in the tobacco and consumer electronics sectors [11] Company Dynamics - Yushu Technology has confirmed the completion of its C round financing, led by funds from China Mobile, Tencent, and other major investors [12] - Luzhou Laojiao is planning to promote multiple key projects integrating liquor and tourism, focusing on creating a consumption scene cluster [13] - Shandong Gold's subsidiary, Shanjin International, plans to issue H-shares and list on the Hong Kong Stock Exchange [14]

Group 1 - The core viewpoint of the article emphasizes the Beijing government's initiative to enhance the quality and efficiency of the approval process for domestic online games [1] - The approval cycle for publishing domestic online games will be compressed, and guidance will be strengthened for the application process [1] - The government plans to increase the number of game experts involved in the review process to improve the overall review capability and quality [1] Group 2 - Specific districts such as Chaoyang, Haidian, Shijingshan, and the Economic Development Zone will incorporate the approval of domestic online game works into a comprehensive window [1] - The copyright registration process for artistic, musical, and video materials in game works will be reduced from 22 working days to within 10 working days [1]

智通财经6月19日电，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）》。办法提出，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。在文化科技领域课题中，加大高新技术应用于游戏研发的课题 数量与申请比例。支持游戏电竞领域企业及相关市场主体在人工智能、游戏引擎、游戏开发工具、交互 式流媒体和扩展现实等关联领域布局，鼓励建立重点实验室，开展核心技术攻关。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。 北京：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 给予最高不超过3000 万元奖励 ...

Core Viewpoint - The Beijing Municipal Committee of the Communist Party of China has issued a notice to promote the high-quality development of the gaming and esports industry in Beijing, focusing on supporting the creation of high-quality games and enhancing market competitiveness [1] Group 1: Support for Quality Creation - The notice emphasizes the need to strengthen support for the creation of high-quality games [1] - It includes the implementation of a Beijing online game quality publishing project, which aims to establish a key selection database for online games [1] - The initiative seeks to guide the release of games that have correct value orientation, reflect Beijing's cultural characteristics, and possess strong market competitiveness [1] Group 2: Collaboration with Cultural Sites - The notice proposes the establishment of a cooperation mechanism between game companies and historical cultural sites [1] - This collaboration aims to fully support research and development services related to game location shooting [1]

Group 1 - The success of "Nezha: The Devil's Child" (Nezha 2) is attributed to the deep integration of culture and technology, serving as a model for future projects [1][2] - The film has set a new global box office record for Chinese cinema, highlighting the potential of cultural and technological synergy [1] - The Sichuan province aims to explore the establishment of a cultural and technological integration development pilot zone, aligning with the current trends in the industry [2] Group 2 - The integration of culture and technology is seen as a developmental trend, with emerging sectors like digital cultural heritage and immersive experiences reshaping the cultural tourism industry [2] - The provincial meeting emphasized the need to cultivate key industries such as film and animation, gaming, digital creativity, and high-definition video, aiming to build a robust cultural big data system [2] - The establishment of industrial parks is crucial for gathering the film industry and fostering technological innovation, with plans for the Emei Film Group to create a comprehensive entertainment cultural IP hub [2]

Group 1 - The 2025 National Cultural Industry Innovation Experimental Zone Development Conference introduced 17 support measures aimed at promoting high-quality development in the cultural industry, with a focus on nurturing new cultural productivity and supporting digital cultural innovation projects with up to 3 million yuan in funding [1][2] - Support for cultural chain enterprises includes funding of up to 10 million yuan annually for three years for companies with annual revenues of 3 billion yuan, and up to 15 million yuan annually for five years for companies with annual revenues of 5 billion yuan [1][2] - The conference highlighted the establishment of the Beijing AIGC Audiovisual Industry Innovation Center and the completion of the largest esports cultural complex in Beijing, among other leading achievements [2] Group 2 - In the digital cultural sector, support includes up to 3 million yuan for innovative projects in online audio-visual and animation industries, and up to 500 million yuan for newly established national-level key laboratories [2] - The esports industry receives significant backing, with up to 1 million yuan for original game development and esports venue construction, as well as 200,000 to 1 million yuan for esports clubs achieving notable results [2] - The construction of a high-end film and television production facility by Whale Entertainment Group in Chaoyang District aims to fill a gap in the local infrastructure for film production, covering approximately 37,500 square meters [2]

Group 1 - The 2025 National Cultural Industry Innovation Experimental Zone Development Conference was held in Beijing, where the "Several Measures for Promoting High-Quality Development of Cultural Industry in Chaoyang District (2025 Edition)" was released, introducing 17 targeted support measures [1] - The measures focus on supporting leading cultural enterprises, enhancing cultural consumption product supply, and promoting the development of key sectors such as gaming, esports, and film industries [1] - The National Cultural Industry Innovation Experimental Zone was established on July 31, 2014, and emphasizes a "1+7" policy system to provide differentiated support measures tailored to various industries [1] Group 2 - A new digital film studio has been launched, aimed at filling the gap in high-end film production infrastructure in Beijing, and is a collaboration between Chaoyang District and Hujing Entertainment Group [2] - The project will include five filming studios and a comprehensive building, covering approximately 37,500 square meters, and aims to create an ecosystem for the film industry [2] - The conference adopted a "1+10" linkage model, featuring various forums and cultural activities to enhance communication and collaboration within the industry [2]