双方合作将聚焦游戏引擎及相关平台的智能化升级，围绕游戏研发关键环节，探索从开发到运营的全链 路效率提升方案。通过AI技术赋能，致力于优化生产流程、减少重复劳动，实现大模型与游戏生产场 景的协同，助力产业智能化转型。 零一万物CEO李开复博士强调："AI Agent是CEO最需关注的核心技术，能推动企业组织重构与业务流 程重组，实现数智化价值从降本到增效的转变。" 零一万物：大模型领域的翘楚 转自：新华财经 近日，国内AI大模型领域领军企业北京零一万物科技有限公司与恺英网络旗下杭州极逸人工智能科技 有限公司正式达成深度合作。双方将整合技术优势，共同研发面向游戏产业的专业大模型，推动"游戏 +AI"技术融合与产业创新。这一合作被视为大模型与垂类智能体应用深度结合的重要里程碑，将为游 戏行业构建高商业化潜力的AI落地范本。 合作蓝图：智能驱动游戏产业未来 杭州极逸CEO谭凯认为，AI是重构开发流程、释放创意的关键。公司运营总监于佳表示，"游戏+AI"赛 道已形成技术、市场与创作的正向循环。 此合作是国内首例通用大模型企业与游戏垂类AI生成平台的深度联动，有望降低技术门槛，提升创作 效率，引领游戏产业迈向智能化研发新 ...

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Group 1 - The company announced a share buyback on September 1, with 4.5673 million shares repurchased, accounting for 0.21% of total share capital, at a total cost of approximately 99.602 million yuan [1] - The buyback plan, announced on August 29, aims to repurchase shares with a total amount not exceeding 200 million yuan and not less than 100 million yuan, with a maximum price of 29.33 yuan per share [1] - The company's major shareholders and executives have committed to continuously increase their holdings using after-tax dividends received from the company between January 1, 2024, and December 31, 2028 [1] Group 2 - For the first half of the year, the company reported revenue of 2.578 billion yuan, a year-on-year increase of 0.89%, and a net profit attributable to shareholders of 950 million yuan, a year-on-year increase of 17.41% [2] - The company has shifted its business structure, increasing the proportion of high-margin R&D and platform businesses while decreasing the proportion of low-margin distribution businesses, leading to net profit growth despite stable overall revenue [2] - The company's overseas revenue reached 202 million yuan, a year-on-year increase of 59.57%, accounting for 7.82% of total revenue, reflecting its active global market expansion [2] Group 3 - The company introduced an AI full-process development platform named "SOON," designed specifically for the gaming industry, which automates the entire game development process, significantly reducing development time from months to hours [2][3] - "SOON" divides game generation into three core elements: art assets, code creation, and numerical design, utilizing AI agents for collaborative module generation [3] - The company is also developing an AI toy brand called "Warm Star Valley Dream Journey," targeting emotional companionship needs for individuals aged 12 to 35, with plans to launch the product within the year [3]

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 ...