9月17日，游戏行业指数收盘上涨2.13%。成份股中，恺英网络（002517）涨9.01%，巨人网络 （002558）、迅游科技（300467）和神州泰岳（300002）涨幅均在4%以上。 2025年1—6月，中国电子竞技产业收入127.61亿元，同比增长6.1%。中国电子竞技产业持续开拓海外市 场，除东亚、东南亚等海外传统办赛优势区域外，影响力也在向拉美地区扩展。中国自研电竞游戏赛事 在海外的影响力已明显扩大。 供给+用户带来新增长极 行业收入的稳步增长，离不开新品游戏持续发售带来的市场刺激。近年来，游戏版号审批周期明显缩 短，审批节奏更加稳定，发放数量也稳步提升。8月25日，国家新闻出版署官网公布了2025年8月国产网 络游戏审批信息，166款国产游戏获得版号。此外，还有7款进口网络游戏获得版号。 从用户端来看，游戏行业在2025年展现出强劲的增长势头，用户规模显著扩张。 《中国互联网络发展状况统计报告》显示，截至2025年6月，我国网络游戏用户规模达5.84亿人，较 2024年12月增长2692万人，占网民整体的52%。 今年以来，游戏行业指数累计上涨82.61%，涨幅在全部申万二级行业中排名第三，成为 ...

Core Points - Guangzhou aims to establish itself as a leading sports city by 2035, focusing on building three international centers: sports consumption, Bay Area sports, and international sports events [2] - The city plans to leverage the experience and resources of the Guangdong-Hong Kong-Macao Greater Bay Area to jointly bid for hosting the FIFA World Cup and other high-level international events [2][8] Group 1: Sports Infrastructure and Accessibility - The plan includes upgrading sports facilities and ensuring public sports venues are accessible to the community, with a focus on utilizing underused spaces for fitness activities [3] - It emphasizes the integration of sports and education, mandating that students engage in at least two hours of physical activity daily [3] - The initiative encourages public and private sports facilities to open their doors to the public at low or no cost [3] Group 2: Competitive Sports Development - The strategy supports the development of elite sports clubs and encourages social and market participation in athlete training and team building [4] - Guangzhou will focus on strengthening its capabilities in athletics and swimming while promoting traditional Chinese sports and emerging activities like e-sports [4][5] - The city aims to establish high-level training bases for key sports in collaboration with the National Sports Administration [4] Group 3: Sports Economy and Consumption - The plan aims to enhance the sports economy by developing new sports trends such as e-sports and water sports, and creating integrated consumption experiences combining sports, culture, and tourism [6] - Initiatives will include promoting night-time sports activities and creating themed sports consumption zones [6] - The city will also focus on improving the manufacturing of sports apparel and equipment, encouraging innovation and high-tech products [6] Group 4: Event Hosting and Brand Development - Guangzhou plans to host more influential international events, including upgrading existing marathons to world-class standards and securing long-term international events [10] - The city will also develop its own brand events to enhance local identity and recognition [10] Group 5: Collaboration and Resource Sharing - A cooperation mechanism will be established among Guangzhou, Hong Kong, and Macao to share resources and standards in sports [8] - The plan includes the introduction of high-profile international events and the development of marine sports tourism complexes [8] Group 6: Key Performance Indicators for 2035 - The plan sets specific targets for sports participation, including 45% of the population regularly engaging in physical activity and an average of 3.4 square meters of sports space per person [11] - Other goals include a 30% rate of good physical fitness among citizens and hosting 30 international sports events [11]

Core Viewpoint - The Guangzhou Municipal Government has issued the "Guangzhou Sports Strong City Construction Plan (2024-2035)", which emphasizes the promotion of intelligent sports innovation development through artificial intelligence and digital technology [1] Group 1: Intelligent Sports Development - The plan aims to cultivate and attract digital sports industries such as e-sports, online competitions, smart cycling, smart rowing, and simulated flying [1] - It highlights the role of AI models, virtual reality, and 5G technology in enhancing the overall fitness sector [1] Group 2: Sports Equipment and Technology - The initiative encourages sports equipment companies to develop and produce smart fitness equipment, wearable devices, products for elderly sports, and integrated health and sports products [1] - It aims to drive the transformation and upgrading of Guangzhou's sports manufacturing industry [1] Group 3: Collaborative Innovation - The plan supports the formation of joint ventures between sports enterprises and higher education institutions or research organizations, focusing on areas like computer vision, smart sports rehabilitation devices, and sports biomechanics [1] - It promotes the application and dissemination of AI technology in training systems, sports prescriptions, and sports modeling [1] Group 4: Industrial Park and High-tech Enterprises - The plan encourages the establishment of intelligent sports industrial parks to attract high-end sports enterprises' R&D headquarters to settle in Guangzhou [1] - It aims to nurture and incubate a batch of high-tech enterprises in intelligent sports, virtual sports, and digital sports [1]

广州市人民政府办公厅印发《广州市体育强市建设规划(2024—2035年)》，规划提出，推进体育事业与 体育产业高度融合发展。推动体育事业与产业循环互补，积极推进体育场地与公共体育场馆建设运营、 赛事活动举办、体育运动员培养等领域的市场化、产业化运作，提升体育事业造血能力；建立商业性体 育资源面向全民健身、青少年体育、竞技体育的反哺机制，动态平衡社会效益与经济效益。推动体育事 业与产业联动发展，积极发展电子竞技、冰雪、马术、水上运动、低空运动、新能源赛车等新兴潮流运 动业态，融合精品赛事、全民健身活动和传统商圈功能，积极打造"体育+商业+旅游+文化+娱乐+会 展"消费场景，打造若干主题鲜明、示范性强的体育产业功能区，做大做强体育消费和赛事经济。(人民 财讯) ...

Core Viewpoint - The meeting emphasized the importance of developing the cultural industry in Wuhan to enhance the quality of cultural supply and improve people's sense of cultural gain and happiness [1][2]. Group 1: Importance of Cultural Industry - The development of the cultural industry aligns with the public's aspiration for a better life and is crucial for stimulating cultural innovation, enhancing the city's cultural soft power, and promoting structural optimization, transformation, consumption expansion, and employment growth [2]. - Wuhan has a rich historical background and abundant cultural resources, with a continuous growth in the scale and upgrading of the cultural industry in recent years [2]. Group 2: Strategic Directions - The meeting called for a focus on industrial thinking and market awareness, advocating for the effective integration of social and economic benefits while utilizing market mechanisms to revitalize urban cultural resources [3]. - It was highlighted that the cultural industry should extend towards both ends of the industrial chain and ascend to the high end of the value chain, becoming a pillar for economic growth [3]. Group 3: Development Initiatives - The meeting proposed optimizing the industrial structure by consolidating and enhancing advantages in creative design, publishing, and animation, while also promoting emerging cultural industries such as online audio-visual, e-sports, and immersive cultural experiences [3]. - Emphasis was placed on leveraging technology, particularly artificial intelligence, to explore effective mechanisms for the integration of culture and technology, supporting cultural enterprises in key technology research and development [3]. Group 4: Organizational and Policy Support - Strengthening organizational leadership and improving work mechanisms were deemed essential, with a focus on forming a strong collaborative force to promote cultural industry development [4]. - The meeting stressed the need for policy support, integrating cultural industry development into the city's 14th Five-Year Plan, and ensuring timely and effective policy implementation [4].

Core Viewpoint - The implementation opinion aims to enhance the supply capacity of quality consumer goods in Sichuan, targeting a revenue of 1.2 trillion yuan for large-scale consumer goods enterprises by 2027, alongside the establishment of various product standards and categories [1]. Group 1: Innovation and Technology - The focus is on strengthening core technologies such as computing terminal chips and distributed operating systems, with an emphasis on developing ultra-high-definition smart TVs, laser projection devices, and smart speakers [2]. - The initiative promotes the integration of AIoT technology to create smart home platforms and accelerate the intelligent upgrade of household appliances like TVs, refrigerators, and air conditioners [2]. - There is a push for the development of wearable products such as smartwatches and VR/AR devices, forming an innovation chain from core components to smart terminals and ecological scenarios [2]. Group 2: Digital Product Supply - The plan emphasizes the software and animation industry, accelerating the development of generative AI products and applications, including large model applications and AI content generation tools [2]. - It aims to enhance the maturity of immersive technologies like VR, AR, and mixed reality, targeting high-performance digital devices such as smart headsets and interactive equipment [2]. Group 3: High-End Product Supply - The initiative encourages continuous iteration of new energy vehicle products and services, guiding enterprises to upgrade and develop suitable products for market demand [3]. - There is a focus on upgrading core components such as display panels, smart sensors, and electronic parts to enhance the supply capacity of high-end electronic products [3]. - The plan includes the establishment of a "green channel" for innovative product research and development, aiming to shorten the approval cycle for new products [3].