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上半年韩信息通信技术服务出口额增长近两成
Shang Wu Bu Wang Zhan· 2025-10-09 16:55
从产业来看,游戏软件出口额达28.4亿美元,占比44%;其次为信息服务(15%)、软件包(13%)、 信息技术服务(12%)及数字内容(10%)。从地区看,亚洲以35亿美元(55%)居首,北美则因信息 服务出口增加达17.8亿美元(28%)。 信息通信技术服务出口在过去五年间年均增长10.1%。今年上半年,受人工智能、云服务普及,K- 内容全球影响力提升以及平台型软件需求增加等因素推动,出口增长势头得以延续。 (原标题:上半年韩信息通信技术服务出口额增长近两成) 韩国《韩联社》9月24日报道,韩国科学技术信息通信部当日公布数据显示,今年上半年信息通信 技术服务出口额为63.7亿美元,同比增加19.3%;进口额为48亿美元,同比增长12.3%,贸易顺差15.7亿 美元。其中,知识产权使用费顺差15.7亿美元,成为整体顺差的主要来源。 ...
游戏经济,正在兴起
腾讯研究院· 2025-09-23 08:43
以下文章来源于中国数字出版 ,作者敖然 中国数字出版 . 聚焦"文化强国""数字中国""全民阅读"等国家重大战略实施,以推进数字技术与出版深度融合发展、促 进文化强国建设为宗旨,注重专业性、学术性、实用性、可读性,旨在为数字出版产业搭建高端交流平 台。 敖然 中国音像与数字出版协会常务副理事长兼秘书长 文章内容为《中国数字出版》2025年第5期专稿《游戏经济:概念界定、主要特性与发展路径》全文 文化,是经济发展的"助推器"。文化经济继农业经济、工业经济、商业经济之后,成为新兴经济门类, 包括文化经济化和经济文化化,其实质是文化与经济的交融互动、融合发展 [1] 。文化经济以文化资源 为核心要素,涵盖文化生产、流通、消费全链条 [2] 。 文化经济与数字经济密不可分。科技进步是文化经济增长的核心动力,推进文化产业从小型服务业发展 成为具有较大规模、完整生态的独立产业 [3] 。在数字技术、智能技术加持下,文化产业全链条得以升 级,创造出核心的、创意驱动的版权交易市场,也创造出拓展的、数据驱动的广告市场,以及内容产品 与服务带动的衍生市场,带来多维度、多种类的"产消一体"等新模式。同时,文化产业产生的衍生效用 借 ...
流动性和基本面的双重视角
2025-09-15 14:57
Summary of Key Points from Conference Call Records Industry Overview - The financial data for August 2025 indicates a year-on-year growth rate of social financing at 8.8%, with a continuous decline in loan growth. The cumulative new loans from January to August decreased by approximately 1 trillion yuan compared to the previous year, with significant reductions in household credit [1][4] - The upstream resource and real estate chain industries continue to decline, while the consumer and infrastructure sectors show positive signals. The midstream manufacturing and TMT (Technology, Media, and Telecommunications) sectors perform strongly, and the financial industry releases favorable signals [2][11] Core Insights and Arguments - The central bank's monetary policy remains multi-targeted, requiring a balance between internal and external factors. It is crucial to monitor the impact of fiscal policy on social financing and maintain a moderately loose monetary policy to support reasonable growth in money supply [6][7] - The A-share market has experienced a rebound after a period of volatility, particularly in the technology growth sector. The market is expected to focus on performance and policy in September and October, with the upcoming 20th Central Committee's Fourth Plenary Session influencing market expectations [8][9] - In the first half of 2025, the overall revenue growth rate of A-shares turned positive, with a year-on-year increase of 0.03%. However, the revenue growth rate of non-financial sectors declined, while the net profit growth rate remained positive at 2.44% [9][10] Important but Potentially Overlooked Content - The phenomenon of "residential deposit migration" began to show signs from July, with household deposits declining for two consecutive months and the growth rate falling below M2. This trend indicates a shift of funds towards non-bank sectors, such as stocks and other equity assets [5][11] - The financial sector shows signs of recovery, with banks, securities, and insurance industries reporting positive net profit growth. The TMT sector continues to exhibit high levels of prosperity, particularly in the semiconductor and consumer electronics segments [16] - The infrastructure sector displays a mixed performance, with certain sub-sectors like airports experiencing high growth, while logistics shows signs of recovery due to policy changes [17] - Future investment opportunities should be analyzed based on growth potential (net profit growth), stability (ROE), and valuation matching. Key sectors to watch include precious metals, cement, and TMT, particularly in gaming software development [18][19]
企业游戏软件在海外被剽窃急需维权,全省首个合法跨境取证公证在汉办结
Chang Jiang Ri Bao· 2025-08-23 01:28
Core Viewpoint - The article highlights the importance of legal cross-border evidence collection for companies facing intellectual property infringement abroad, emphasizing the role of notary services in facilitating this process [1][2]. Group 1: Company Insights - A game development company based in Wuhan successfully utilized the services of Wuhan Shangxin Notary Office to collect evidence against an overseas infringement of its game software [1]. - The company discovered that a game product on a foreign platform closely resembled its own, prompting the need for legal evidence to support its claims [1]. - The notary office provided a legal framework for evidence collection, ensuring that the evidence gathered would be recognized by judicial authorities [1]. Group 2: Industry Developments - The Shangxin Notary Office has introduced online professional cross-border evidence collection services, allowing for the rapid and legal fixation of key evidence globally [2]. - In the first half of 2025, Hubei province notary institutions handled 40,478 cases of foreign-related notarization, supporting various sectors including cross-border e-commerce and overseas intellectual property protection [2]. - Future plans include the development of self-service cross-border evidence collection services, enhancing convenience for parties involved [2].
索尼集团发布2025财年第一季度业绩
Sou Hu Cai Jing· 2025-08-07 11:13
Core Insights - Sony Group reported its Q1 FY2025 financial results, showing overall growth in sales and profits across various business segments [1][2]. Financial Performance - Sales revenue for Q1 FY2025 reached 26,216 billion yen, a 2% increase from 25,654 billion yen in Q1 FY2024 [2]. - Operating profit rose to 3,400 billion yen, marking a 36% increase from 2,491 billion yen year-over-year [2]. - Net profit for the quarter was 2,590 billion yen, up 23% from 2,102 billion yen in the same period last year [2]. - Operating profit margin improved to 13%, an increase of 3.3 percentage points compared to the previous year [2]. Business Segment Performance - Game & Network Services (G&NS) saw sales increase by 8% to 936.5 billion yen, with operating income soaring 127% to 148 billion yen, driven by growth in non-first-party game software sales and network services [5]. - Music segment sales grew by 5% to 465.3 billion yen, with operating income increasing by 8% to 92.8 billion yen, supported by streaming service revenue and mobile game income [6]. - Pictures segment sales slightly decreased to 327.1 billion yen, but operating income increased by 65% to 18.7 billion yen, aided by higher delivery volumes of TV shows and film library revenues [6]. - Entertainment, Technology & Services (ET&S) reported sales of 534.3 billion yen and operating income of 43.1 billion yen, with cost control mitigating the impact of declining sales in some display products [6]. - Imaging & Sensing Solutions (I&SS) achieved a 15% sales increase to 408.2 billion yen, with operating income rising 48% to 54.3 billion yen, driven by sales of image sensors for mobile products and digital cameras [6]. Future Outlook - Sony Group has raised its operating profit forecast for FY2025 to 1,400 billion yen, reflecting confidence in continued business performance [2].