9月1日，恺英网络（002517）公告，公司当天以集中竞价交易方式回购股份，回购股份数量为456.73万 股，占公司总股本的0.21%，最高成交价为22.74元/股，最低成交价为21.38元/股，成交总金额为9960.2 万元。 此前，恺英网络于8月29日公布回购报告书，公司拟以自有资金或自筹资金，总金额不超过2亿元且不低 于1亿元回购公司股份，回购股份价格不超过29.33元/股。从公告到首次实施，恺英网络回购火速落 地。 恺英网络近年来已多次实施股份回购。另外，恺英网络控股股东及高管团队也在持续增持公司股份。恺 英网络控股股东及相关高管此前承诺，将2024年1月1日至2028年12月31日期间收到的公司税后分红所 得，用于持续每年增持公司股份。 2024年9月5日，相关人员完成2024年现金分红增持，累计增持金额8977.21万元；2025年6月16日，相关 人员完成了2025年第一次现金分红增持，累计增持金额4168.12万元。 回购股份的同时，9月1日下午，恺英网络举行了2025年半年度业绩说明会。今年上半年，恺英网络实现 营业收入25.78亿元，同比增长0.89%；实现归属于上市公司股东的净利润9.5 ...

Core Insights - The gaming industry in Shanghai has shown strong growth in the first half of 2025, with total sales revenue reaching 83.283 billion yuan, a year-on-year increase of 10.8% [1] - The overseas market for Chinese games is growing faster than the domestic market, with a compound annual growth rate of 18.36% compared to 10.75% for domestic sales from 2015 to mid-2025 [2][3] - The success of Chinese gaming companies in international markets reflects a broader trend of globalization within the industry, with many companies focusing on overseas expansion [1][2] Industry Performance - In the first half of 2025, Shanghai's online gaming industry achieved a total sales revenue of 83.283 billion yuan, with domestic sales at 68.737 billion yuan and overseas sales at 14.546 billion yuan, marking increases of 10.73% and 11.12% respectively [1] - The electronic sports sector contributed 3.254 billion yuan, growing by 6.91% year-on-year [1] Globalization Trends - Chinese gaming companies are increasingly focusing on global strategies, with overseas market revenue growth outpacing domestic growth due to slower user growth in China [2][3] - The average spending per user in overseas markets is significantly higher, with U.S., Japan, and South Korea users spending 221, 249, and 218 USD respectively, compared to 63.34 USD for Chinese users [3] Technological Advancements - The development of AI technologies is facilitating the international expansion of Chinese gaming companies, enabling better localization and market analysis [4][5] - Companies like Mu Tong Technology are leveraging AI for player sentiment analysis and content creation, significantly reducing development costs and time [4][6] Challenges in International Markets - Despite the growth potential, Chinese gaming companies face challenges such as political and economic fluctuations, cultural differences, and legal barriers in foreign markets [6][7] - Smaller companies, particularly those with overseas revenues below 100 million yuan, are experiencing revenue declines due to these challenges [6] Strategic Recommendations - Companies are advised to focus on original IP development and long-term operational capabilities to enhance their presence in international markets [8][9] - The importance of cultural localization and community engagement is emphasized, with successful examples of integrating local cultural elements into games [10][11] Market Dynamics - The competitive landscape is intensifying, with rising costs of customer acquisition and increased competition from local developers in emerging markets [7][12] - The concentration of game types in the overseas market, particularly in strategy games, poses a risk as user preferences in developed countries lean towards casual and social games [7][12] Future Directions - Companies are encouraged to diversify their platforms and collaborate with overseas firms to enhance their global footprint [12][13] - The trend of establishing overseas studios is growing, with over 20 companies setting up operations in various countries to support their international strategies [13]

OKX & SOON 搞不好不止是猪脚饭，可能是新荣记几个月前我在第一次BN IDO的时候给韦驮老师评论：几个月过去了，回头看这个玩法，让宇宙所成功地顶着并不好用的钱包产品抢到了市场的注意力，并且大家也成功地在这里猪脚饭吃到嘴软随着alpha刷分越来越卷，新的渠道肯定是会出现来搅动这个市场的，正如国内京东之于外卖市场，交易所们卷起来对大家都有好处，毕竟活动早期包是大毛的OKX @OKXWallet_CN & SOON @soon_svm TGE也是在这个时间点开始卷进市场了玩法也很简单，就是最近用okx dex在sol上交易过的地址都可以进去完成任务，抢到白单以后先到先得直接冲5000万U的市值正好进来猛抄我买了一兜NFT的底😢😢看TGE时间是周四5月22日 19:00 UTC+8https://t.co/2Wwt4tnxBn❤️期待搅局者给市场带来新动静❤️期待大家撸到的不是猪脚饭而是新荣记 ...