近日，营销云平台 AppsFlyer 发布《2026 游戏 App 营销现状报告》。报告数据显示，2025 年全球游戏 应用获客支出达 250 亿美元（约合1736.3亿元人民币），同比增长3.8%，支出增长主要由土耳其（增长 29%）、印度（增长 19%）等新兴市场推动。 21世纪经济报道 吴立洋 其中，中国出海厂商获客支出占总支出35%，同比增长22%，在美、英、德、法份额分别增长 15%、 26%、31%、34%，在日本与韩国也实现 25% 和 37% 的增长。 此外，拉丁美洲正成为中国厂商全球拓展的加速区域，其中墨西哥与巴西表现尤为突出，占比分别大幅 提升 58% 和 17%。报告指出，这一趋势得益于 Android 平台在当地的主导地位，以及广告变现与混合 变现模式在该地区的良好适应性。 分平台来看，2025年Android 端有支出所收缩，而 iOS 端有微增，且中国游戏在 iOS 端的增长非常明 显。 AppsFlyer 大中华区总经理王玮在接受21世纪经济报道记者采访时表示，这背后的主要背景是，隐私新 政的影响逐渐被消化，整个行业开始普遍采用概率归因，这使得 iOS 生态中的推广过程可以看得更 ...

Core Viewpoint - Tencent has exited its investment in Guangzhou Mingzhou Technology, which held a 15% stake, indicating potential concerns about the company's performance and future prospects [1]. Group 1: Company Performance - Mingzhou Technology's main product, "Black Beacon," launched its domestic version in April last year but peaked at only 50th place on the iOS game sales chart, showing a rapid decline in performance thereafter [2]. - The international version of "Black Beacon" was launched earlier but has since been shut down, reflecting poor performance in overseas markets [2]. - The game's ratings on platforms like Good Game and TapTap are relatively low, at 5.6 and 6.2 respectively, indicating a lack of player satisfaction [2]. Group 2: Operational Challenges - Significant operational issues were reported during the game's launch, including server failures that led to delays [4]. - The development team reportedly vacated their original office space, and there were claims of project halts where only social security was paid during downtime, contributing to delays in updates [6]. - Recent updates, such as the introduction of a new character, have been criticized for their quality, further suggesting a decline in the game's development standards [8]. Group 3: Industry Context - The gaming industry has seen a notable number of game closures, with 23 games reported to have shut down by the end of last year, indicating a challenging environment for second-tier games [10]. - Despite the setbacks, there are upcoming titles in the industry that may revitalize the second-tier gaming sector, suggesting potential opportunities for recovery [11].

中国有像样的软件公司吗？特么垃圾股集中营好不好。 广告，商业模式的核心参数是边际效应，商业格局上注定是属于平台公司的，参考互联网和移动互联网 时代，边缘的公司基本汤都喝不上几口，流量和兑现最终都集中到平台公司。AI生产力转换最有潜力 的，一个是药物和合成材料这类专业化工分支，还有一个是游戏，游戏也是专业度很高的领域。再就是 物理AI，集中爆点在高速无人驾驶和低速无障碍感知和通行。 头部的互联网大厂还是可以看好，它们已经掌握了核心资源和远景规划。 边缘传媒公司暴涨，一般是一波行情的末端，不信你去复盘历史行情，几乎每次都这样。啥都不是！ ...

浙江世纪华通集团股份有限公司（以下简称"公司"）于2025年12月31日召开第六届董事会第十七次会 议，审议通过了《关于以集中竞价交易方式回购公司股份预案的议案》，同意公司使用自有资金或自筹 资金以集中竞价交易方式回购部分已发行的人民币普通股（A股）股票，用于实施股权激励或员工持股 计划。公司本次回购的资金总额不低于人民币30,000.00万元（含），且不超过人民币60,000.00万元 （含），回购价格不超过25.97元/股（含），回购股份期限为自公司董事会审议通过之日起12个月内。 具体内容详见公司2026年1月7日披露于巨潮资讯网和公司指定信息披露报刊的《关于以集中竞价交易方 式回购公司股份的回购报告书》（公告编号：2026-001）。 2026年1月9日，公司首次实施回购股份，本次回购股份事项已实施完毕，根据《上市公司股份回购规 则》《深圳证券交易所上市公司自律监管指引第9号一一回购股份》等相关规定，现将公司首次回购股 份及回购实施结果公告如下： 登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 一、回购 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002602 证券简称：世纪华通 公告编号：2026-003 浙江世纪华通集团股份有限公司 关于首次回购股份及回购实施完成暨股份变动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 浙江世纪华通集团股份有限公司（以下简称"公司"）于2025年12月31日召开第六届董事会第十七次会 议，审议通过了《关于以集中竞价交易方式回购公司股份预案的议案》，同意公司使用自有资金或自筹 资金以集中竞价交易方式回购部分已发行的人民币普通股（A股）股票，用于实施股权激励或员工持股 计划。公司本次回购的资金总额不低于人民币30,000.00万元（含），且不超过人民币60,000.00万元 （含），回购价格不超过25.97元/股（含），回购股份期限为自公司董事会审议通过之日起12个月内。 具体内容详见公司2026年1月7日披露于巨潮资讯网和公司指定信息披露报刊的《关于以集中竞价交易方 式回购公司股份的回购报告书》（公告编号：2026-001）。 2026年1月9日，公司首次实施回购股份，本次回购股份事项已实施完毕，根据 ...

（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：请问贵公司说2025年底公布新游戏，这都2026年了， 怎么还没消息？ 神州泰岳（300002.SZ）1月7日在投资者互动平台表示，尊敬的投资者，您好。前期介绍的储备在研游 戏《代号：XCT》（中文名称《破晓危城》）已经获得国产游戏版号，目前尚未开启商业化测试。 ...

Core Viewpoint - The financial performance and trading activity of Sanqi Interactive Entertainment indicate a mixed outlook, with a decline in revenue but an increase in net profit, alongside significant trading volumes in the stock market [1][2]. Group 1: Financial Performance - For the period from January to September 2025, Sanqi Interactive Entertainment reported a revenue of 12.461 billion yuan, representing a year-on-year decrease of 6.59% [2]. - The company's net profit attributable to shareholders was 2.345 billion yuan, showing a year-on-year increase of 23.57% [2]. - Cumulatively, the company has distributed 11.5 billion yuan in dividends since its A-share listing, with 6.388 billion yuan distributed over the past three years [2]. Group 2: Shareholder and Trading Activity - As of September 30, 2025, the number of shareholders for Sanqi Interactive Entertainment reached 159,300, an increase of 5.86% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 5.54% to 10,034 shares [2]. - On December 29, 2023, the company experienced a trading volume of 1.027 billion yuan, with a net financing purchase of 43.8752 million yuan [1].

TTE ome 「真正的创新，是在被验证的零值上， FP / 3 Pri *做出令人惊喜的 《玩个儿毛线》微信小游戏开发者 长沙指色联合创始人 姚湘泉 编者按 从碎片时间的消遣到社交互动的纽带，微信小游戏正在悄然融入亿万用户的日常。为了鼓励更多的创新玩法，孵化出兼具社会影响力与商业化价值的小游 戏，腾讯广告近日推出"游创杯"IAA小游戏创意征集大赛。 鹅厂生意经特别推出「Game Come True」主题系列内容，深入对话爆款小游戏厂商代表，挖掘他们是如何洞察好创意，借助平台能力快速落地、持续获 客打造长红小游戏的故事，从而激发更多开发者与游戏玩家对创意创新的奇思妙想，探索小游戏的无限可能。 2025年第一季度，一款名为《玩儿个毛线》的小游戏悄然刷屏，这款由长沙指色打造的爆款，选择在《打螺丝》成熟的消除玩法中，创新性地融入"毛线 编织成画"的视觉玩法，最终实现了单季用户破亿的爆发式增长。 在长沙指色联合创始人姚湘泉看来，无论是《打螺丝》还是《玩儿个毛线》，它们的爆红都奉行一套共通的游戏开发逻辑：不是固守城池，而是以开放心 态拥抱竞争，在已验证的赛道里，用"迭代式创新"持续编织爆款。 从早期捕捉小程序红利，到建 ...

三七互娱公告，公司相关人员于2025年12月5日收到安徽证监局下发的警示函。经查明，公司存在违法 行为：2018年年报披露的股东持股情况存在虚假记载，未披露收购江苏极光股权事项为关联交易、未披 露与海南力源等公司发生的关联交易，存在重大遗漏；2020年年报未披露间接收购广州三七股权事项为 关联交易，存在重大遗漏。 ...

Core Insights - The introduction of Doubao AI phone by ByteDance aims to disrupt the smartphone industry by integrating AI in a way that transcends traditional app functionalities [1][4] - The smartphone market has seen stagnant growth, with monthly shipments remaining around 25 million units over the past three years, indicating a shift in consumer behavior towards longer upgrade cycles [1] - The success of Doubao AI phone is attributed to its innovative approach, which contrasts with previous attempts by brands like Honor that failed to resonate with consumers [1] Smartphone Market Dynamics - Traditional smartphone upgrades have slowed, with average replacement cycles extending from 18 months to 40 months as consumers prioritize essential spending [1] - The smartphone market's monthly shipment figures have plateaued, reflecting a lack of significant growth in the industry [1] AI Integration in Smartphones - Doubao's model redefines the role of apps and UI, focusing on modular services that can be called upon by AI as needed, thus minimizing user awareness of the AI's presence [4] - The future of smartphone advancement may hinge on the ability of AI to handle a majority of routine tasks seamlessly, shifting the competitive landscape [4] Investment Opportunities - The launch of Doubao AI phone has sparked interest in AI-related stocks, with companies like ZTE experiencing significant stock price increases following the announcement [6] - Investors are encouraged to explore various ETFs related to AI applications, with categories including gaming, media, consumer electronics, and VR [5][7][8][12][14] ETF Categories - **Gaming ETFs**: The gaming sector is expected to benefit from the rise of AI applications, with specific indices like the Zhongzheng Animation and Gaming Index capturing a significant portion of the market [7] - **Media ETFs**: Media companies are also poised to gain from AI advancements, particularly in advertising and content creation, with indices like the Zhongzheng Media Index being relevant for investors [8][11] - **Consumer Electronics ETFs**: The consumer electronics sector is likely to see growth due to the AI phone trend, with major indices covering a wide range of related companies [12][13] - **VR ETFs**: Virtual reality is highlighted as a niche within consumer electronics, with specific indices focusing on VR applications and gaming [14]