行业资料显示，2024年全球TCG市场规模已突破120亿美元，中国市场增速连续三年超40%。卡牌游戏 凭藉强社交属性、收藏价值及电竞化趋势，成为Z世代消费新宠。凯知乐敏锐捕捉到这一机遇，希望通 过和头部品牌的合作进入TCG市场，努力构建覆盖线下销售、活动体验以及赛事运营的完整业务链条。 消息面上，凯知乐国际公告宣布，凯知乐将战略性布局集换式卡牌(TCG)市场，首阶段与全球顶级IP宝 可梦达成运营服务合作。9月10日，北京首家宝可梦官方卡牌道馆在北京荟聚购物中心正式开业。除宝 可梦外，凯知乐还计划在未来与更多的国际、国内热门IP和卡牌厂商寻求合作。 凯知乐国际(02122)昨日飙涨160%，今日早盘再涨近30%，月内累计涨幅超350%。截至发稿，涨8.2%， 报0.33港元，成交额2925.43万港元。 ...

(本文来自第一财经) 港股凯知乐国际午后一度涨超110%，现涨103%。消息面上，公司宣布将战略性布局集换式卡牌 （TCG）市场，首阶段与全球顶级IP宝可梦达成运营服务合作。 ...

板块方面，算力硬件板块全天强势，工业富联（601138）2连板创历史新高。卫星互联网概念股延续强势，东方通信（600776）2连板。芯片概念股集体爆 发，海光信息20cm涨停。 9月11日，A股指数走强，三大指数强势反弹，创业板指和深成指双双再创年内新高。沪深两市成交额2.46万亿元，较上一个交易日放量4606亿元，全市场 共4220只个股上涨。 港股凯知乐国际午后涨超110%，成交额近2500万港元。公司宣布将战略性布局集换式卡牌（TCG）市场，首阶段与全球顶级IP宝可梦达成运营服务合 作。 富时中国A50指数期货午后快速拉升，涨幅扩大至超2%。 消息面上，在股市回暖及两融余额不断增长背景下，今年来首现半年内券商两次调高额度。近日，华林证券（002945）宣布将信用业务总规模上限由62亿 元提高至80亿元，增幅近29%，这是该公司不到半年内第二次上调相关额度。这一调整引发市场关注，也折射出当前券商在加快两融业务布局。数据显 示，截至9月9日，A股两融余额继续突破2.3万亿元，达到23197亿元，再创历史新高。 东吴证券认为，中短期来看，资本市场的活跃度仍然是最大的支撑因素，看好政策的持续性及政策落地效果。长 ...

记者丨刘雪莹 编辑丨陈思颖 9月11日，A股指数走强，三大指数强势反弹， 创业板指和深成指双双再创年内新高。 沪深两 市成交额2.46万亿元，较上一个交易日放量4606亿元，全市场共4220只个股上涨。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3875.31 | 12979.89 | 1635.43 | | +63.09 +1.65% +422.21 +3.36% +25.61 +1.59% | | | | 科创50 | 创业板指 | 万得全A | | 1326.03 | 3053.75 | 6230.17 | | +66.94 +5.32% +149.48 +5.15% +137.86 +2.26% | | | | 沪深300 | 中证500 | 中证A500 | | 4548.03 | 7122.71 | 5454.27 | | +102.67 +2.31% +190.60 +2.75% +128.47 +2.41% | | | | 中证1000 | 深证100 | 中证红利 | | 7399.89 | 5688.15 | 5559.81 | | +169 ...

消息面上，凯知乐国际宣布，凯知乐将战略性布局集换式卡牌(TCG)市场，首阶段与全球顶级IP宝可梦 达成运营服务合作。9月10日，北京首家宝可梦官方卡牌道馆于北京荟聚购物中心正式开业。董事会认 为，宝可梦作为全球最具影响力的IP之一，其营运理念与公司"创造高品质玩乐生活"的使命高度契合。 未来，凯知乐将在道馆营运、渠道分销等多个方面持续与宝可梦深化合作内容，扩大合作范围。 凯知乐国际(02122)午后涨幅进一步扩大，截至发稿，涨107.69%，报0.243港元，成交额2155.48万港 元。 公告称，行业资料显示，2024年全球TCG市场规模已突破120亿美元，中国市场增速连续三年超40%。 卡牌游戏凭藉强社交属性、收藏价值及电竞化趋势，成为Z世代消费新宠。凯知乐敏锐捕捉到这一机 遇，希望通过和头部品牌的合作进入TCG市场，努力构建覆盖线下销售、活动体验以及赛事运营的完整 业务链条。 ...

Core Insights - The new card battle and IP cultural brand "ShanHun" has completed its first round of financing amounting to several hundred million yuan, led by Hillhouse Capital, with participation from Gao Rong Capital and Kaihui Fund, marking the largest financing in the潮玩IP and二次元谷子 market this year [1] - ShanHun's business model is similar to the booming "card games" strategy, focusing on collectible, social, and competitive attributes of trading card games (TCG) [1] - The company has partnered with well-known IPs such as "Identity V," "Genshin Impact," and "League of Legends," collaborating with leading domestic game companies like Tencent and NetEase [1] Company Development - ShanHun was co-founded by Sheng Chuan, a former executive in the card game market, and Yao Shuo Bin, chairman of Yaoji Technology, who recognized their shared vision for the Chinese card industry [2] - The company was established in early 2023, with initial funding from Yaoji Technology's advertising subsidiary, which also provided supply chain support [2] - The first product, "The British Library - Collection Series - Fantasy Dream Collection Card," was launched at the end of 2023, followed by a successful collaboration with NetEase's "Identity V" in early 2024 [3] Market Potential - The global TCG industry is projected to exceed 100 billion yuan by 2024, with China becoming the largest TCG market, surpassing Japan and the United States [5] - ShanHun aims to leverage its financing to establish deeper, long-term strategic partnerships with top global IPs and expand its presence in key markets such as North America, Europe, and Southeast Asia [4][5] Challenges and Opportunities - The TCG market in China is currently dominated by card games like "Ultraman" and "My Little Pony," which creates a competitive landscape that may hinder new entrants [6] - ShanHun's collaboration with "Genshin Impact" has shown promising sales, but the complexity of gameplay may limit its appeal to a broader audience [6][7] - The company plans to release an English version of its card series in late 2025, aiming to penetrate the more mature TCG markets in Europe and North America [7]