Core Viewpoint - The stock of Chuangmeng Tiandi (01119) has seen a significant increase, rising over 8% in the afternoon trading session, attributed to upcoming board meetings and positive market sentiment regarding its game titles [1] Group 1: Stock Performance - Chuangmeng Tiandi's stock price rose by 7.56% to HKD 1.28, with a trading volume of HKD 58.283 million [1] Group 2: Upcoming Events - The company will hold a board meeting on August 28 to consider and approve its interim results [1] Group 3: Game Performance - Huatai Securities noted that Tencent's gaming revenue accelerated in Q2, with "Delta Action" becoming a leading evergreen game, projecting its annual revenue to reach between RMB 10 billion to 13 billion [1] - "Delta Action" is a tactical shooting game co-developed by Tencent's TiMi Studio Group and Chuangmeng Tiandi, exclusively published by Tencent [1] Group 4: Strategic Partnerships - On July 29, Chuangmeng Tiandi announced a capital agreement with Playrix's PLR Worldwide Sales Limited, where Playrix will subscribe to approximately 38.08 million shares at HKD 1.024 per share, totaling an investment of HKD 39 million [1] - Following the transaction, Playrix will hold approximately 2.11% of Chuangmeng Tiandi's shares, which may facilitate the overseas release of "Kara Bichu" [1]

智通财经APP获悉，创梦天地(01119)午后涨超8%，截至发稿，涨7.56%，报1.28港元，成交额5828.3万 港元。 消息面上，创梦天地8月28日(下周四)举行董事会会议考虑及批准中期业绩。华泰证券此前指出，腾讯 二季度游戏收入加速增长，《三角洲行动》成为头部常青游戏。该行预计《三角洲行动》的26年化双端 流水有望达至100-130亿元。公开资料显示，《三角洲行动》是一款由腾讯天美工作室群琳琅天上团队 以及创梦天地联合开发的战术射击游戏，由腾讯独家发行。 此外，7月29日，创梦天地发布公告，与欧洲休闲游戏巨头Playrix旗下PLR Worldwide Sales Limited签订 资本化协议。后者将以每股1.024港元认购创梦天地约3808万股，投资总额3900万港元。交易完成后， Playrix将持有创梦天地约2.11%股份。有市场人士认为，公司接受Playrix的入股，或许在为《卡拉彼 丘》的海外发行搭桥铺路。 ...

创梦天地(01119)早盘涨近10%，截至发稿，涨8.74%，报1.12港元，成交额1420.35万港元。 此外，7月29日，创梦天地发布公告，与欧洲休闲游戏巨头Playrix旗下PLR Worldwide Sales Limited签订 资本化协议。后者将以每股1.024港元认购创梦天地约3808万股，投资总额3900万港元。交易完成后， Playrix将持有创梦天地约2.11%股份。有市场人士认为，公司接受Playrix的入股，或许在为《卡拉彼 丘》的海外发行搭桥铺路。 消息面上，腾讯发布二季度业绩。华泰证券指出，腾讯二季度游戏收入加速增长，《三角洲行动》成为 头部常青游戏。该行预计《三角洲行动》的26年化双端流水有望达至100-130亿元。公开资料显示， 《三角洲行动》是一款由腾讯天美工作室群琳琅天上团队以及创梦天地联合开发的战术射击游戏，由腾 讯独家发行。 ...

智通财经APP获悉，创梦天地(01119)早盘涨近10%，截至发稿，涨8.74%，报1.12港元，成交额1420.35 万港元。 此外，7月29日，创梦天地发布公告，与欧洲休闲游戏巨头Playrix旗下PLR Worldwide Sales Limited签订 资本化协议。后者将以每股1.024港元认购创梦天地约3808万股，投资总额3900万港元。交易完成后， Playrix将持有创梦天地约2.11%股份。有市场人士认为，公司接受Playrix的入股，或许在为《卡拉彼 丘》的海外发行搭桥铺路。 消息面上，腾讯发布二季度业绩。华泰证券指出，腾讯二季度游戏收入加速增长，《三角洲行动》成为 头部常青游戏。该行预计《三角洲行动》的26年化双端流水有望达至100-130亿元。公开资料显示， 《三角洲行动》是一款由腾讯天美工作室群琳琅天上团队以及创梦天地联合开发的战术射击游戏，由腾 讯独家发行。 ...

Group 1 - The Hang Seng Index fell by 1.07%, down 270 points, closing at 24,906 points, while the Hang Seng Tech Index rose by 0.34% [1] - AI concept stocks showed strong performance, with multiple catalysts for AI applications in the second half of the year, presenting significant investment opportunities [1] - Notable gainers in AI stocks included Meitu Inc. (up 15.26%), Kingdee International (up 11.70%), and Kuaishou-W (up 8.98%) [1] Group 2 - Three Life Sciences Pharmaceutical (SSGJ-707) saw a rise of over 5% due to its partnership with Pfizer, indicating substantial potential for overseas valuation enhancement [2] - Huajian Medical (up over 10%) partnered with BGI to establish an innovative drug intellectual property tokenization fund [2] Group 3 - Jinxin Reproductive Medicine rose by 6.48% as policy benefits gradually materialize, positioning the company as a leader in private assisted reproduction [3] - Copper stocks declined across the board following Trump's announcement of a 50% tariff on imported semi-finished copper, with Zijin Mining falling by 4.93% [3] - Gold stocks also experienced a downturn, with Tongguan Gold dropping by 8.67% amid unchanged interest rates from the Federal Reserve [3]

创梦天地(01119)再涨8.7%，公司引入Playrix战略投资，或为布局《卡拉比丘》海外发行。 康方生物(09926)涨3%再创新高，依沃西联合方案治疗IO耐药NSCLC三期临床完成首例给药。 智通财经APP获悉，港股恒生指数跌1.07%，跌270点，报24906点；恒生科技指数涨0.34%。港股早盘成 交1672亿港元。 AI概念股走势强劲，近期AI应用迎来多重催化，机构称下半年AI主线具充分投资机遇。美图公司 (01357)涨15.26%；金蝶国际(00268)涨11.70%；汇量科技(01860)涨8.59%；金山云(03896)涨10.14%；快 手-W(01024)涨8.98%；粉笔（02469）涨7.91%。 伟仕佳杰(00856)涨2.88%，公司东南亚业务形成多元布局，机构指其当前估值具备显著上行空间。 三生制药(01530)涨超5%，SSGJ-707出海绑定辉瑞，海外估值提升潜力巨大。 锦欣生殖(01951)盘中涨6.48%，政策红利逐步释放，公司为民营辅助生殖龙头。 铜业股全线走低，特朗普宣布对进口半成品铜等征50%关税，纽铜创下历史最大单日跌幅。紫金矿业 (02899)跌4.93%； ...

创梦天地(01119)再涨超9%，截至发稿，涨9.57%，报1.26港元，成交额2846.24万港元。 公开资料显示，PLR Worldwide Sales Limited主营业务为手机游戏的开发、多平台营销、分销及运营 等，主要产品有《梦幻花园》《梦幻家园》等，这两款游戏一直为创梦天地持续贡献较高的收益。董事 认为，资本化事项将引入长期合作的上游开发商成为战略股东；保留集团的现金流以应对其未来的业务 发展；及强化集团的财务状况。 消息面上，7月29日，创梦天地发布公告，与欧洲休闲游戏巨头Playrix旗下PLR Worldwide Sales Limited 签订资本化协议。后者将以每股1.024港元认购创梦天地约3808万股，投资总额3900万港元。交易完成 后，Playrix将持有创梦天地约2.11%股份。有市场人士认为，公司接受Playrix的入股，或许在为《卡拉 彼丘》的海外发行搭桥铺路。 ...

Group 1 - The core point of the article is that Dreamland (01119) has seen a stock price increase of over 9%, currently trading at 1.26 HKD with a transaction volume of 28.46 million HKD [1] - On July 29, Dreamland announced a capital agreement with Playrix's PLR Worldwide Sales Limited, which will subscribe to approximately 38.08 million shares at 1.024 HKD per share, totaling an investment of 39 million HKD [1] - Following the transaction, Playrix will hold approximately 2.11% of Dreamland's shares, indicating a strategic partnership that may facilitate the overseas release of the game "Caribbean" [1] Group 2 - PLR Worldwide Sales Limited specializes in mobile game development, multi-platform marketing, distribution, and operation, with key products like "Garden Dreams" and "Home Dreams," which have significantly contributed to Dreamland's revenue [1] - The board believes that this capital agreement will introduce a long-term cooperative upstream developer as a strategic shareholder, preserve the group's cash flow for future business development, and strengthen the group's financial position [1]

Group 1: Macro Economic Overview - Domestic industrial product prices are showing strong performance, with fluctuations in supply and demand impacting the market [4][5] - Construction activity remains at a seasonal low, with recent weeks showing a decline in operational rates for asphalt and cement, although there are signs of stabilization [4] - The demand side shows weakness in construction, while automotive and home appliance demand is fluctuating [4][6] Group 2: Investment Strategy - Central Huijin has significantly increased its holdings in major ETFs, exceeding 190 billion yuan, indicating strong market resilience and risk appetite [10][11] - The market is experiencing a structural shift with long-term funds playing a crucial role in stabilizing market expectations and supporting liquidity [11][12] - The focus on core assets remains essential as the market experiences rapid sector rotation, with policy-driven support expected to continue [13] Group 3: Institutional Research Trends - There has been a decline in overall institutional research activity, but interest in sectors such as computing, media, and coal has increased [15][17] - Specific companies like Ice Wheel Environment and Dongfang Tantalum are gaining attention due to their market positioning and growth potential [21] Group 4: Chemical Industry Insights - The chemical industry is facing increased competition, necessitating a "de-involution" approach to improve profitability and market conditions [48][49] - Domestic demand is expected to stabilize, but export growth may be limited due to international trade challenges [49][50] Group 5: AI and Entertainment Sector - The gaming, music, and entertainment sectors are experiencing high growth, with companies like Heartbeat and Dreamland seeing significant revenue increases [37][38] - The rise of AI applications in music and entertainment is expected to enhance user engagement and market opportunities [40] Group 6: Robotics Industry Developments - Yushutech is leading in the robotics sector, particularly in dog robots and humanoid robots, with a valuation of 12 billion yuan following recent funding rounds [42][44] - The company is focusing on self-developed core hardware and advanced control systems to enhance product performance and market competitiveness [43][44] Group 7: Pharmaceutical Sector Growth - The siRNA drug market is rapidly developing, with significant sales growth reported by companies like Novartis, indicating strong potential for domestic pharmaceutical firms [53][54] - The expansion of siRNA applications into chronic disease areas presents a promising market opportunity for future growth [54]

Investment Rating - The report maintains a "Positive" investment rating for the media industry [1] Core Insights - The media industry continues to show high growth potential, particularly in gaming, offline entertainment, and AI applications. The report emphasizes the importance of investing in these sectors to capitalize on ongoing trends [4][5] Industry Data Overview - The game "Delta Force" ranks first on the iOS free chart in mainland China, while "Honor of Kings" holds the top position on the iOS revenue chart as of July 19, 2025 [12][14] - The film "Jurassic World: Rebirth" achieved the highest box office revenue for the week [12] Gaming Sector - The gaming sector is experiencing a new product cycle, with companies like Xindong and Youyi Time reporting positive earnings forecasts for H1 2025, driven by new game launches and improved profit margins [4] - The report recommends focusing on high-potential gaming companies such as Xindong, Giant Network, and Perfect World [4] Online Music Sector - The online music market has significant growth potential, especially among younger users. The report highlights the increasing user base and potential for higher ARPU compared to international platforms like Spotify [4] Concert and Live Events - The concert industry is expected to maintain high growth, with a reported 78% year-on-year increase in box office revenue for large concerts in 2024 [4] Domestic Animation - The domestic animation sector is thriving, with successful releases like "The Legend of Luo Xiaohei 2" and upcoming events such as ChinaJoy 2025 expected to drive consumer engagement and spending [4] AI Applications - Recent advancements in AI, including the release of new models and applications, are anticipated to accelerate commercialization in various sectors, including AI companionship, creation, and marketing [5] Company Performance - The report highlights key companies in the gaming and entertainment sectors, recommending specific stocks based on their performance and market position [4][5]