我们统计了今年（截至11月15日）全球手游发行商在海外市场的收入表现并进行排名。 | 45 | NCSUFI | 리니시M、리니시W | 40000 | | --- | --- | --- | --- | | 24 | SciPlay | Jackpot Party | 40000 | | ડર | Modern Times Group | RAID: Shadow Legends | 36000 | | 26 | CyberAgent | Umamusume: Pretty Derby | 34000 | | 27 | Sony | Fate/Grand Order | 33000 | | 28 | 网易 | 荒野行动、第五人格 | 31000 | | 29 | FunPlus | State of Survival, DC: Dark Legion | 31000 | | 30 | 三七互娱 | Puzzles & Survival | 31000 | | 31 | 海彼 | Archero 2. Capybara Go! | 29000 | | 32 | River Game | Top Heroes, ...

Flash | 13 Nov 2025 16:28:56 ET │ 11 pages Century Huatong (002602.SZ) What's New from Citi 2025 China Conference: A Rising China Online Gaming Giant CITI'S TAKE Century Huatong attended Day 3 of Citi's 2025 China Conference (Nov 13), right after recent ST restriction lift on Nov 12. Key takeaways: 1) resilient performance on expanding Century Games portfolio; 2) key success factors of Century Games; 3) incremental profit from Chuanqi IP licensing; 4) +ve flow after restriction lift; 5) possibility on cloud ...

Core Insights - Sensor Tower's latest data shows that Diandian Interactive's three products dominate the October overseas mobile game revenue chart, with "Whiteout Survival" and "Kingshot" consistently taking the top two spots, while "Tasty Travels: Merge Game" saw a 15% revenue increase, rising to 17th place [1][4] - The games have launched Halloween-themed events to boost player engagement and spending, contributing to Diandian Interactive's position as the second-highest global mobile game publisher by revenue [1][4] Revenue Rankings - "Whiteout Survival" and "Kingshot" are ranked 1st and 2nd respectively, while "Tasty Travels: Merge Game" is ranked 17th [2] - Other notable entries include "Gossip Harbor: Merge & Story" at 3rd, "Last Z: Survival Shooter" at 4th, and "Seaside Escape: Merge & Story" at 10th [4][11] Growth Highlights - "Gossip Harbor" achieved a 9% month-over-month revenue growth, while "Flambé: Merge & Cook" saw a significant 37% increase, entering the revenue chart at 26th place [4] - "Trickcal: Chibi Go" launched in early October and experienced a 320% surge in overseas revenue, making it to the revenue chart at 27th place [5] - "Top Tycoon: Coin Theme Empire" also debuted on the revenue chart, with revenues exceeding 85 times that of June, ranking 5th in the coin-piracy genre [5] Download Rankings - "Block Blast!" topped the download chart with a 41% increase in downloads, marking its highest value since launch [10][12] - "X-Clash" saw a remarkable 466% increase in downloads, securing the second position in the download rankings [12] - "Mobile Legends: Bang Bang" maintained its popularity with a 7% increase in downloads, ranking 3rd [12]

Core Insights - The Chinese gaming market's actual sales revenue for Q3 2025 reached 880.26 billion yuan, marking a quarter-on-quarter growth of 6.96% but a year-on-year decline of 4.08% [1] - The revenue from self-developed games in overseas markets was 49.94 billion USD, with a quarter-on-quarter increase of 6.34% and a year-on-year decrease of 3.39% [1] Market Performance - The client game market in China generated 202.9 billion yuan in Q3 2025, with a quarter-on-quarter growth of 16.05% and a year-on-year growth of 19.88% [1] - The mobile game market's revenue was 643.89 billion yuan, showing a quarter-on-quarter increase of 4.39% but a year-on-year decline of 1.93% [1] - The web game market saw a revenue of 10.75 billion yuan, with a quarter-on-quarter decrease of 1.41% [1] Company Performance - In the first three quarters of 2025, 23 A-share gaming companies reported a total revenue of 772.45 billion yuan, a year-on-year increase of 23.30%, and a net profit of 141.67 billion yuan, up 73.95% [2][3] - Century Huatong achieved significant growth with a revenue of 272.23 billion yuan and a net profit of 43.57 billion yuan, marking a year-on-year increase of 141.65% [3] - 13 out of 23 gaming companies reported revenue growth, while 17 companies were profitable, indicating a positive trend in the industry [3] Notable Companies - Perfect World and Giant Network improved their rankings to 3rd and 7th respectively, while Jiubite also saw a ranking increase [6] - Jiubite's revenue for the first three quarters was 44.86 billion yuan, with a year-on-year growth of 59.17% and a net profit of 12.14 billion yuan, up 84.66% [7] - Ice Age Network turned a profit with a revenue of 18.76 billion yuan, despite a year-on-year decline of 5.39%, and a net profit of 5.02 billion yuan, a significant increase from a loss in the previous year [8]

Core Insights - The Chinese gaming market's actual sales revenue for Q3 2025 reached 880.26 billion yuan, marking a quarter-on-quarter growth of 6.96% but a year-on-year decline of 4.08% [1] - The revenue from self-developed games in overseas markets was 4.994 billion USD, with a quarter-on-quarter increase of 6.34% and a year-on-year decrease of 3.39% [1] - A total of 23 A-share gaming companies reported a combined revenue of 772.45 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of 23.30% [2] Market Performance - The client game market in China generated 202.9 billion yuan in Q3 2025, with a quarter-on-quarter increase of 16.05% and a year-on-year increase of 19.88% [1] - The mobile game market's revenue was 643.89 billion yuan, showing a quarter-on-quarter growth of 4.39% but a year-on-year decline of 1.93% [1] - The web game market saw a revenue of 10.75 billion yuan, with a quarter-on-quarter decrease of 1.41% [1] Company Performance - Century Huatong reported a revenue of 272.23 billion yuan for the first three quarters, surpassing last year's total, with a net profit of 43.57 billion yuan, up 141.65% [3] - 13 out of 23 gaming companies achieved revenue growth, while 17 companies reported profitability [3] - Perfect World and Giant Network improved their rankings to 3rd and 7th respectively, while Jiubite also moved up two places [6] Notable Companies - Century Games, a subsidiary of Century Huatong, significantly contributed to revenue growth, with its games topping the overseas revenue charts [4] - 37 Interactive Entertainment maintained its position as the second-largest A-share gaming company, with a revenue of 124.61 billion yuan, despite a year-on-year decline of 6.59% [5] - Jiubite's revenue for the first three quarters was 44.86 billion yuan, reflecting a year-on-year increase of 59.17% [7] Strategic Adjustments - Ice Glacier Network shifted its focus from quantity to quality in marketing, resulting in a significant reduction in sales expenses by 52.31% [8] - The company reported a net profit of 5.02 billion yuan for the first three quarters, compared to a loss in the previous year, indicating a successful turnaround [8]

北京商报讯（记者 卢扬 实习记者 华卓玛）11月12日，Sensor Tower发布2025年10月全球手游收入与下 载量排行榜TOP10，由FUNFLY发行的《Last War: Survival Game》继续蝉联2025年10月全球手游收入榜 榜首。紧随其后的是《王者荣耀》、《Royal Match》、《MONOPOLY GO!》和《Whiteout Survival》。 ...

11月12日早盘，世纪华通持续上涨，一度涨停。截至发稿，报19.13元/股，涨幅达8.63%，最新总市值为1421亿元。 | 分时 | 王日 | 日 K | 周Ｋ | 月Ｋ | | 更多,◎ | | | --- | --- | --- | --- | --- | --- | --- | --- | | 19.37 | | | | 9.99% | | | | | | | | | | | | 资金 | | | | | | | 卖5 | 19.17 19.16 | 366 236 | | | | | | | 英4 卖3 | 19.15 | 68 | | | | | | | 卖2 | 19.14 | 8 | | 47-64 | | | | | 卖1 | 19.13 | 45 | | | | | | | 买1 | 19.12 | 450 | | | | | | | 买2 | 19.11 | 471 | | | | | | | 买3 | 19.10 | 2183 | | 15.85 | | | | -9.99% | 三4 | 19.09 | 779 | | 成交量 | 332万 | | | | 买5 | 19.08 | ...

Core Insights - The A-share gaming industry is experiencing significant growth, with many companies reporting increased revenues and profits in the third quarter of 2025, driven by a focus on high-quality game development and international expansion [5][7][9]. Revenue and Profit Performance - In the third quarter, 13 out of 23 A-share gaming companies reported year-on-year revenue growth, with total revenue reaching 299.99 billion yuan, a 29.29% increase from 232.03 billion yuan in the same period last year [7]. - The net profit for these companies collectively reached 58.15 billion yuan, doubling from 29.05 billion yuan year-on-year [7]. - For the first three quarters of 2025, total revenue was 838.40 billion yuan, up 25.03% from 670.56 billion yuan, while net profit increased by 80.64% to 138.42 billion yuan [7]. Key Company Performances - Century Huatong achieved a third-quarter revenue of 100.16 billion yuan, a 60.19% increase, and a net profit of 17.01 billion yuan, up 163.78% [11]. - Jiubang Network reported a revenue of 19.68 billion yuan in the third quarter, a 129.19% increase, with a net profit of 5.69 billion yuan, up 307.7% [13]. - Giant Network's third-quarter revenue was 17.06 billion yuan, a 115.63% increase, with a net profit of 6.40 billion yuan, up 81.19% [14]. - Perfect World reported a revenue of 17.26 billion yuan, a 31.45% increase, and a net profit of 1.62 billion yuan, up 176.59% [15]. Market Trends and Future Outlook - The gaming industry is entering a "golden decade," supported by favorable policies and a shift towards high-quality game development rather than reliance on imitation [5][9]. - The number of game licenses issued in 2025 has already surpassed the total for 2024, indicating a robust pipeline for new game releases [9]. - Companies like Century Huatong are gaining global recognition, with successful titles like "Whiteout Survival" achieving over 200 million downloads [12]. Challenges and Competitive Landscape - Some companies, such as 37 Interactive Entertainment, are facing challenges with revenue declines, attributed to product lifecycle issues and regulatory scrutiny [17][18]. - The competitive landscape is shifting, with traditional companies needing to innovate to keep pace with emerging trends and consumer preferences [19].

Core Points - Century Huatong, the largest gaming company by market capitalization in A-shares, has received approval from the Shenzhen Stock Exchange to withdraw its other risk warnings, allowing its stock to resume trading under its original name [1] - The company's stock will see an increase in daily trading limit from 5% to 10% following the removal of risk warnings [1] - As of November 10, the stock closed at 17.61 yuan per share, with a year-to-date increase of over 200%, and a total market capitalization of 130.8 billion yuan [1] Financial Performance - In Q3 2025, the company reported revenue of 10.016 billion yuan, a year-on-year increase of 60.19%, and a net profit of 1.701 billion yuan, up 163.78% [2] - The company achieved its first quarterly revenue exceeding 10 billion yuan, marking ten consecutive quarters of revenue growth [2] Game Performance - The company's strong performance is supported by its popular games, with its subsidiary, Diandian Interactive, ranking second in global revenue among Chinese mobile game publishers, only behind Tencent [4] - The game "Whiteout Survival" has topped the Chinese mobile game overseas revenue chart for 15 consecutive months, with global revenue exceeding 3.5 billion USD (approximately 24.9 billion yuan) as of September [4] - Another game, "Kingshot," has generated over 400 million USD (approximately 2.8 billion yuan) in global revenue since its launch in February, ranking second in the overseas revenue chart for September [4]

大信会计师事务所对公司2018年度至2023年度前期会计差错更正及追溯调整事项出具了《前期会计差错 更正情况审核报告》。 ST华通（002602）即将"摘帽"，回归"世纪华通"。 11月10日晚，A股游戏龙头ST华通公告，公司股票将于2025年11月11日开市起停牌一天，并于11月12日 开市起复牌。 复牌的同时，公司股票自开市起撤销其他风险警示，证券简称由"ST华通"变更为"世纪华通"，撤销其他 风险警示后，其股票交易的日涨跌幅限制由5%变为10%。 ST华通于2024年11月6日收到中国证监会下发的《行政处罚决定书》，公司股票于2024年11月8日起被 实施其他风险警示。 今年11月7日晚，ST华通曾公告，公司对照《深圳证券交易所股票上市规则（2025年修订）》逐项排 查，不存在9.8.1条所列示的其他风险警示的情形，同时也符合9.8.8条关于申请撤销其他风险警示的条 件。公司向深交所申请撤销其他风险警示。 ST华通在公告中表示，公司根据《决定书》所认定的情况，对相关年度的财务报告数据进行了严格自 查，并针对《决定书》中涉及的事项进行自查整改工作。 今年4月底，公司披露《关于前期会计差错更正及追溯调整的公 ...