Core Viewpoint - Bilibili's stock has increased by over 4%, reaching 282.8 HKD, with a trading volume of 1.049 billion HKD, driven by the announcement of five new domestic game releases on its platform [1] Group 1: Game Business Development - Bilibili announced that five new domestic single-player games will premiere on its platform from January 27 to 31 [1] - The titles include "City of Ants," "Pillow Blade Song," "A Lantern's Autumn Sound: Jin Yi Wei," "Ancient God: Wind Li Xi," and "Escape from Duckkov" [1] - CITIC Securities noted that Bilibili's gaming business is undergoing systematic improvement, with revenue growth expected next year due to the multi-platform strategy of "Escape from Duckkov" and the upcoming launch of "Three Kingdoms: Hundred Generals Card" in Q1 [1] Group 2: Advertising and AI Integration - AI applications have become a core driver of advertising growth for Bilibili, with Tongyi Qianwen (Qianwen APP) serving as the exclusive title sponsor for a recent program [1] - Major AI model companies such as Kimi, ByteDance (Doubao), Zhipu AI, and Baidu's Wenxin Yiyan are actively advertising on Bilibili, leveraging its high user engagement [1] - Bilibili users spend an average of over 100 minutes daily on the platform, providing a conducive environment for effective advertising through collaborations with content creators and targeted ads [1]

该行还指出，AI应用已成为B站目前最核心的广告投放增量，通义千问(千问APP)作为此次跨晚的独家 总冠名，深度参与了节目内容与AI实时互动环节。除了通义千问，市场上主流的AI大模型厂商如月之 暗面(Kimi)、字节跳动(豆包)、智谱AI以及百度的文心一言也在B站进行了高频投放。这些厂商利用B站 平均日使用时长超过100分钟的高粘性用户环境，通过UP主商业合作及效果广告精准获客。 智通财经APP获悉，哔哩哔哩-W(09626)再涨超4%，截至发稿，涨4.28%，报282.8港元，成交额10.49亿 港元。 消息面上，哔哩哔哩游先看宣布，1月27日-31日每天中午11点，五款国产单机游戏预告将在B站首发。 这五款作品分别是《蝼蚁之城》《枕刀歌》《一盏秋声：锦衣卫》《古神：风里希》和《逃离鸭科 夫》。中信建投指出，结合《逃离鸭科夫》多端规划与《三国：百将牌》一季度上线，B站游戏业务正 系统性改善，明年游戏收入弹性可期。 ...