feat: 10.10线上最新代码提交
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public/htmls/游戏出海.html
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744
public/htmls/游戏出海.html
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>游戏出海概念分析</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800|Noto+Sans+SC:300,400,500,700&display=swap" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<!-- DaisyUI -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
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<style>
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body {
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font-family: 'Inter', 'Noto Sans SC', sans-serif;
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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min-height: 100vh;
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color: #e2e8f0;
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}
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.concept-title {
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background: linear-gradient(90deg, #3b82f6, #8b5cf6);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.card {
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background: rgba(30, 41, 59, 0.7);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(148, 163, 184, 0.1);
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transition: transform 0.3s ease, box-shadow 0.3s ease;
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}
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.card:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 30px rgba(0, 0, 0, 0.3);
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}
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.timeline-dot {
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width: 16px;
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height: 16px;
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border-radius: 50%;
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position: absolute;
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left: -8px;
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top: 5px;
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background: #3b82f6;
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border: 2px solid #1e293b;
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}
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.timeline-line {
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position: absolute;
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left: 0;
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top: 20px;
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bottom: 0;
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width: 2px;
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background: rgba(148, 163, 184, 0.2);
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}
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.stat-card {
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background: linear-gradient(135deg, rgba(59, 130, 246, 0.1) 0%, rgba(139, 92, 246, 0.1) 100%);
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border: 1px solid rgba(59, 130, 246, 0.2);
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}
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.highlight {
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color: #60a5fa;
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font-weight: 600;
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}
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.stock-table {
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width: 100%;
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border-collapse: separate;
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border-spacing: 0;
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}
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.stock-table th {
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background: rgba(30, 41, 59, 0.9);
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position: sticky;
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top: 0;
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z-index: 10;
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}
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.stock-table td {
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padding: 12px 8px;
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border-bottom: 1px solid rgba(148, 163, 184, 0.1);
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}
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.stock-table tr:hover td {
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background: rgba(59, 130, 246, 0.05);
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}
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@media (max-width: 768px) {
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.stock-table {
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font-size: 0.75rem;
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}
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.stock-table th, .stock-table td {
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padding: 8px 4px;
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}
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}
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.particles-container {
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position: fixed;
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top: 0;
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left: 0;
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width: 100%;
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height: 100%;
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z-index: -1;
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overflow: hidden;
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}
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.particle {
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position: absolute;
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background: rgba(59, 130, 246, 0.3);
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border-radius: 50%;
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pointer-events: none;
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}
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</style>
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</head>
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<body class="p-4 md:p-8">
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<div class="particles-container" id="particles"></div>
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<div class="max-w-7xl mx-auto">
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<!-- 标题部分 -->
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<div class="text-center mb-10">
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<h1 class="text-4xl md:text-5xl font-bold concept-title mb-4">游戏出海概念分析</h1>
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<p class="text-lg text-slate-300 max-w-3xl mx-auto">从"可选策略"到"生存必需"——中国游戏产业的全球化战略转型</p>
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</div>
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<!-- 概述部分 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-blue-400 mb-4">概念概述</h2>
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<p class="text-slate-300 leading-relaxed">
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游戏出海已从"可选策略"升级为"生存必需"，2024年第三季度起进入政策+业绩双击的加速期。国内版号常态化但增量有限，海外收入占比超过50%的公司开始享受估值溢价。全球手游市场仍有2倍增长空间，小游戏出海正在复制国内的"小程序红利"。
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</p>
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</div>
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<!-- 时间轴部分 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-blue-400 mb-6">概念事件时间轴</h2>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="relative mb-8">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-blue-300">2024-08-20</h3>
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<p class="text-slate-300 mt-1"><span class="highlight">《黑神话：悟空》全球同步发售</span>，3天销量破1000万份</p>
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<p class="text-slate-400 text-sm mt-1">首次验证国产3A全球号召力，带动"文化+技术"双出海叙事</p>
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</div>
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</div>
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<div class="relative mb-8">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-blue-300">2024-10-17</h3>
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<p class="text-slate-300 mt-1">海通证券研报指出"国内游戏市场进入成熟期，出海大势所趋"</p>
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<p class="text-slate-400 text-sm mt-1">卖方开始系统性推荐出海赛道</p>
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</div>
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</div>
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<div class="relative mb-8">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-blue-300">2024-11-29</h3>
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<p class="text-slate-300 mt-1">伽马数据：10月出海收入<span class="highlight">16.07亿美元（+29.4% YoY）</span></p>
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<p class="text-slate-400 text-sm mt-1">数据层面确认出海加速</p>
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</div>
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</div>
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<div class="relative mb-8">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-blue-300">2025-02-19</h3>
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<p class="text-slate-300 mt-1">游戏ETF大涨，卖方集体发声"游戏出海+AI化是核心趋势"</p>
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<p class="text-slate-400 text-sm mt-1">资金端开始定价出海逻辑</p>
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</div>
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</div>
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<div class="relative mb-8">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-blue-300">2025-04-21</h3>
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<p class="text-slate-300 mt-1">国务院发布会明确"发展游戏出海业务，布局全产业链"</p>
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<p class="text-slate-400 text-sm mt-1">政策从鼓励升级为战略部署</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-blue-300">2025-06-11</h3>
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<p class="text-slate-300 mt-1">浙江17部门印发《支持游戏出海若干措施》</p>
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<p class="text-slate-400 text-sm mt-1">地方政策开始真金白银补贴（专项资金+税收优惠）</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点部分 -->
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
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<div class="stat-card rounded-xl p-6">
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<div class="text-blue-400 mb-3">
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<i class="fas fa-chart-line text-2xl"></i>
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</div>
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<h3 class="text-xl font-bold text-white mb-2">阶段判断</h3>
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<p class="text-slate-300 text-sm">游戏出海已从"可选策略"升级为"生存必需"，<span class="highlight">2024Q3起进入政策+业绩双击的加速期</span></p>
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</div>
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<div class="stat-card rounded-xl p-6">
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<div class="text-purple-400 mb-3">
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<i class="fas fa-rocket text-2xl"></i>
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</div>
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<h3 class="text-xl font-bold text-white mb-2">核心驱动力</h3>
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<p class="text-slate-300 text-sm">国内版号常态化但增量有限，<span class="highlight">海外收入占比>50%的公司开始享受估值溢价</span></p>
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</div>
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<div class="stat-card rounded-xl p-6">
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<div class="text-green-400 mb-3">
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<i class="fas fa-globe text-2xl"></i>
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</div>
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<h3 class="text-xl font-bold text-white mb-2">未来潜力</h3>
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<p class="text-slate-300 text-sm">全球手游市场仍有<span class="highlight">2倍空间</span>，小游戏出海正复制国内"小程序红利"</p>
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</div>
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</div>
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<!-- 核心逻辑部分 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-blue-400 mb-6">核心逻辑与市场认知分析</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold text-purple-300 mb-4">根本驱动力：三重共振</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-5">
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<h4 class="text-lg font-semibold text-blue-300 mb-3">政策端</h4>
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<p class="text-slate-300 text-sm mb-3">从"默许"到"明牌"</p>
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<ul class="text-slate-400 text-sm space-y-2">
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<li>• 国务院2025年4月将游戏出海纳入<span class="highlight">服务业扩大开放试点</span></li>
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<li>• 浙江/深圳跟进补贴（专项资金+出口信保）</li>
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<li>• 版号数据验证：2024年进口版号发放频次从2次/年提升至6次/年</li>
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</ul>
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</div>
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-5">
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<h4 class="text-lg font-semibold text-blue-300 mb-3">供给端</h4>
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<p class="text-slate-300 text-sm mb-3">小游戏模式降维打击</p>
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<ul class="text-slate-400 text-sm space-y-2">
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<li>• <span class="highlight">成本优势</span>：国内验证过的玩法海外APP化，研发成本仅为重度游戏的1/10</li>
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<li>• 2024年小游戏出海净收入<span class="highlight">4.7亿美元</span>（日本1.47亿+韩国1.29亿）</li>
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<li>• 4399/三七等中腰部厂商快速放量</li>
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</ul>
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</div>
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-5">
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<h4 class="text-lg font-semibold text-blue-300 mb-3">需求端</h4>
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<p class="text-slate-300 text-sm mb-3">全球轻量化游戏缺口</p>
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<ul class="text-slate-400 text-sm space-y-2">
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<li>• <span class="highlight">结构性机会</span>：海外休闲游戏内购增速+8%（2024）</li>
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<li>• 供给被中国厂商垄断（《Monopoly GO》类玩法空白）</li>
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<li>• 《黑神话》证明"东方IP+3A制作"可突破文化壁垒，Steam好评率96%</li>
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</ul>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-purple-300 mb-4">市场认知偏差</h3>
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-5">
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div>
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<h4 class="text-blue-300 font-medium mb-2">普遍误区</h4>
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<p class="text-slate-300 text-sm">认为出海=SLG内卷</p>
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</div>
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<div>
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<h4 class="text-blue-300 font-medium mb-2">预期差</h4>
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<p class="text-slate-300 text-sm">小游戏出海实际贡献<span class="highlight">2024年增量收入的30%</span>，但市场仍按"传统SLG"估值（PE<20x）</p>
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</div>
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<div>
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<h4 class="text-blue-300 font-medium mb-2">被忽略的关键</h4>
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<p class="text-slate-300 text-sm">欧盟DSA法案将iOS分成从30%降至20%，<span class="highlight">直接增厚欧洲区利润</span>（占出海收入15%）</p>
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</div>
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</div>
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</div>
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</div>
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</div>
|
||||
|
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<!-- 催化剂部分 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-blue-400 mb-6">催化剂与路径</h2>
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||||
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-xl font-semibold text-purple-300 mb-4">近期催化剂（3-6个月）</h3>
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<div class="space-y-4">
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
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<h4 class="text-blue-300 font-medium mb-2">产品端</h4>
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<ul class="text-slate-300 text-sm space-y-2">
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||||
<li>• 神州泰岳<span class="highlight">《Dreamland》</span>（SLG+模拟经营）2025Q1上线，测试期ROI>200%</li>
|
||||
<li>• 青瓷游戏<span class="highlight">《Blood Age》</span>9月韩国上线，首月流水预期3000万美元</li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||||
<h4 class="text-blue-300 font-medium mb-2">政策端</h4>
|
||||
<p class="text-slate-300 text-sm">深圳6月细则落地（公共服务平台+税收优惠），预计带动<span class="highlight">10-15家</span>中小厂商出海备案</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
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||||
<h3 class="text-xl font-semibold text-purple-300 mb-4">长期路径（2025-2027）</h3>
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||||
<div class="space-y-4">
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||||
<h4 class="text-blue-300 font-medium mb-2">阶段1（2025）</h4>
|
||||
<p class="text-slate-300 text-sm">小游戏出海爆发，头部产品流水破<span class="highlight">50亿人民币</span>（当前《菇勇者传说》20亿）</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||||
<h4 class="text-blue-300 font-medium mb-2">阶段2（2026）</h4>
|
||||
<p class="text-slate-300 text-sm">AI原生游戏落地（如恺英"形意"大模型生成3D伴侣），打开新估值维度</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||||
<h4 class="text-blue-300 font-medium mb-2">阶段3（2027）</h4>
|
||||
<p class="text-slate-300 text-sm">主机/PC端突破，多端互通产品占比提升至<span class="highlight">30%</span>（当前<5%）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 产业链部分 -->
|
||||
<div class="card rounded-xl p-6 mb-8">
|
||||
<h2 class="text-2xl font-bold text-blue-400 mb-6">产业链与核心公司</h2>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-xl font-semibold text-purple-300 mb-4">产业链图谱</h3>
|
||||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-5">
|
||||
<div class="flex flex-col md:flex-row justify-around items-center space-y-4 md:space-y-0">
|
||||
<div class="text-center">
|
||||
<div class="bg-blue-500 bg-opacity-20 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
|
||||
<i class="fas fa-cube text-blue-400 text-xl"></i>
|
||||
</div>
|
||||
<h4 class="text-blue-300 font-medium">上游</h4>
|
||||
<p class="text-slate-300 text-sm">IP/技术（腾讯AI Lab、米哈游HOYO-MIX）</p>
|
||||
</div>
|
||||
|
||||
<div class="hidden md:block text-slate-500">
|
||||
<i class="fas fa-arrow-right"></i>
|
||||
</div>
|
||||
|
||||
<div class="text-center">
|
||||
<div class="bg-purple-500 bg-opacity-20 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
|
||||
<i class="fas fa-code text-purple-400 text-xl"></i>
|
||||
</div>
|
||||
<h4 class="text-purple-300 font-medium">中游</h4>
|
||||
<p class="text-slate-300 text-sm">研发（世纪华通、三七互娱、神州泰岳）</p>
|
||||
</div>
|
||||
|
||||
<div class="hidden md:block text-slate-500">
|
||||
<i class="fas fa-arrow-right"></i>
|
||||
</div>
|
||||
|
||||
<div class="text-center">
|
||||
<div class="bg-green-500 bg-opacity-20 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
|
||||
<i class="fas fa-globe text-green-400 text-xl"></i>
|
||||
</div>
|
||||
<h4 class="text-green-300 font-medium">下游</h4>
|
||||
<p class="text-slate-300 text-sm">发行/支付（易点天下、Airwallex）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold text-purple-300 mb-4">核心玩家对比</h3>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="w-full text-sm">
|
||||
<thead>
|
||||
<tr class="bg-slate-800 bg-opacity-50">
|
||||
<th class="text-left p-3 text-blue-300">公司</th>
|
||||
<th class="text-left p-3 text-blue-300">出海收入占比</th>
|
||||
<th class="text-left p-3 text-blue-300">核心产品</th>
|
||||
<th class="text-left p-3 text-blue-300">2025催化</th>
|
||||
<th class="text-left p-3 text-blue-300">风险点</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-b border-slate-700">
|
||||
<td class="p-3 text-slate-300">世纪华通</td>
|
||||
<td class="p-3"><span class="highlight">50.26%</span></td>
|
||||
<td class="p-3 text-slate-300">《Whiteout Survival》全球SLG第1</td>
|
||||
<td class="p-3 text-slate-300">国内《无尽冬日》小程序化</td>
|
||||
<td class="p-3 text-slate-300">韩国市场竞争加剧</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-700">
|
||||
<td class="p-3 text-slate-300">神州泰岳</td>
|
||||
<td class="p-3"><span class="highlight">72.25%</span></td>
|
||||
<td class="p-3 text-slate-300">《Age of Origins》长青SLG</td>
|
||||
<td class="p-3 text-slate-300">《Dreamland》Q1上线</td>
|
||||
<td class="p-3 text-slate-300">老产品流水下滑</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-700">
|
||||
<td class="p-3 text-slate-300">三七互娱</td>
|
||||
<td class="p-3"><span class="highlight">99.15%</span></td>
|
||||
<td class="p-3 text-slate-300">《Puzzles & Survival》</td>
|
||||
<td class="p-3 text-slate-300">小游戏《小妖问道》欧美测试</td>
|
||||
<td class="p-3 text-slate-300">买量成本上升</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="p-3 text-slate-300">青瓷游戏</td>
|
||||
<td class="p-3"><span class="highlight">41.7%</span></td>
|
||||
<td class="p-3 text-slate-300">《最强蜗牛》4周年庆</td>
|
||||
<td class="p-3 text-slate-300">《Blood Age》韩国首发</td>
|
||||
<td class="p-3 text-slate-300">汇率波动（日元贬值）</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 风险部分 -->
|
||||
<div class="card rounded-xl p-6 mb-8">
|
||||
<h2 class="text-2xl font-bold text-blue-400 mb-6">潜在风险</h2>
|
||||
|
||||
<div class="overflow-x-auto">
|
||||
<table class="w-full text-sm">
|
||||
<thead>
|
||||
<tr class="bg-slate-800 bg-opacity-50">
|
||||
<th class="text-left p-3 text-blue-300">风险类型</th>
|
||||
<th class="text-left p-3 text-blue-300">具体表现</th>
|
||||
<th class="text-left p-3 text-blue-300">影响程度</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-b border-slate-700">
|
||||
<td class="p-3 text-slate-300">技术瓶颈</td>
|
||||
<td class="p-3 text-slate-300">3D AI伴侣需突破实时渲染（当前延迟>100ms）</td>
|
||||
<td class="p-3"><span class="text-yellow-400">中等</span></td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-700">
|
||||
<td class="p-3 text-slate-300">商业化</td>
|
||||
<td class="p-3 text-slate-300">欧美CPI成本从$2涨至$5（2024Q4数据）</td>
|
||||
<td class="p-3"><span class="text-red-400">高</span></td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-700">
|
||||
<td class="p-3 text-slate-300">政策</td>
|
||||
<td class="p-3 text-slate-300">韩国拟限制中国SLG内购比例</td>
|
||||
<td class="p-3"><span class="text-red-400">高</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="p-3 text-slate-300">信息矛盾</td>
|
||||
<td class="p-3 text-slate-300">路演称《Monopoly GO》收入10亿，但部分研报写20亿</td>
|
||||
<td class="p-3"><span class="text-yellow-400">需核实</span></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 结论部分 -->
|
||||
<div class="card rounded-xl p-6 mb-8">
|
||||
<h2 class="text-2xl font-bold text-blue-400 mb-6">结论与投资启示</h2>
|
||||
|
||||
<div class="mb-6">
|
||||
<div class="bg-gradient-to-r from-blue-900 to-purple-900 bg-opacity-30 rounded-lg p-5 border border-blue-500 border-opacity-30">
|
||||
<h3 class="text-xl font-semibold text-white mb-3">阶段判断</h3>
|
||||
<p class="text-slate-300"><span class="highlight">从主题炒作（2024Q2）进入基本面驱动（2024Q4起）</span>，业绩增速>估值扩张</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-xl font-semibold text-purple-300 mb-4">高价值方向</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-5">
|
||||
<h4 class="text-blue-300 font-medium mb-3">小游戏出海</h4>
|
||||
<p class="text-slate-300 text-sm mb-3">轻资产+高ROI</p>
|
||||
<p class="text-slate-300 text-sm">推荐<span class="highlight">三七互娱</span>（《小妖问道》）、<span class="highlight">恺英网络</span>（AI伴侣）</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-5">
|
||||
<h4 class="text-blue-300 font-medium mb-3">政策红利</h4>
|
||||
<p class="text-slate-300 text-sm mb-3">浙江/深圳补贴受益标的</p>
|
||||
<p class="text-slate-300 text-sm">推荐<span class="highlight">神州泰岳</span>（SLG+模拟经营）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold text-purple-300 mb-4">跟踪指标</h3>
|
||||
<div class="flex flex-wrap gap-3">
|
||||
<div class="bg-slate-800 bg-opacity-50 rounded-lg px-4 py-2">
|
||||
<span class="text-blue-300 text-sm">月度出海收入增速</span>
|
||||
<span class="text-slate-400 text-xs ml-2">（伽马数据）</span>
|
||||
</div>
|
||||
<div class="bg-slate-800 bg-opacity-50 rounded-lg px-4 py-2">
|
||||
<span class="text-blue-300 text-sm">小游戏买量ROI</span>
|
||||
<span class="text-slate-400 text-xs ml-2">（AppGrowing监测）</span>
|
||||
</div>
|
||||
<div class="bg-slate-800 bg-opacity-50 rounded-lg px-4 py-2">
|
||||
<span class="text-blue-300 text-sm">欧盟DSA分成落地进度</span>
|
||||
<span class="text-slate-400 text-xs ml-2">（苹果开发者公告）</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mt-6 p-4 bg-red-900 bg-opacity-20 rounded-lg border border-red-500 border-opacity-30">
|
||||
<p class="text-red-300 text-sm"><i class="fas fa-exclamation-triangle mr-2"></i><strong>风险提示：</strong>若2025Q1《Dreamland》流水低于预期（<1亿美元），需警惕板块回调</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 股票表格部分 -->
|
||||
<div class="card rounded-xl p-6 mb-8">
|
||||
<h2 class="text-2xl font-bold text-blue-400 mb-6">关联股票</h2>
|
||||
|
||||
<div class="overflow-x-auto">
|
||||
<table class="stock-table w-full">
|
||||
<thead>
|
||||
<tr>
|
||||
<th class="text-left p-3 text-blue-300">股票名称</th>
|
||||
<th class="text-left p-3 text-blue-300">行业</th>
|
||||
<th class="text-left p-3 text-blue-300">项目</th>
|
||||
<th class="text-left p-3 text-blue-300">分类</th>
|
||||
<th class="text-left p-3 text-blue-300">产业链</th>
|
||||
<th class="text-left p-3 text-blue-300">投资理由</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td class="p-3 text-slate-300">世纪华通(002602)</td>
|
||||
<td class="p-3 text-slate-300">游戏开发与发行</td>
|
||||
<td class="p-3 text-slate-300">《Whiteout Survival》</td>
|
||||
<td class="p-3 text-slate-300">手游</td>
|
||||
<td class="p-3 text-slate-300">研发与运营</td>
|
||||
<td class="p-3 text-slate-300">2024年A股海外游戏收入第一，海外收入占比50.26%，《Whiteout Survival》位居Sensor Tower出海手游收入榜第一</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="p-3 text-slate-300">三七互娱(002555)</td>
|
||||
<td class="p-3 text-slate-300">游戏开发与发行</td>
|
||||
<td class="p-3 text-slate-300">《Puzzles & Survival》</td>
|
||||
<td class="p-3 text-slate-300">手游</td>
|
||||
<td class="p-3 text-slate-300">研发与运营</td>
|
||||
<td class="p-3 text-slate-300">A股海外游戏收入第二，游戏总收入占比99.15%，《Puzzles & Survival》位列2025年4月中国游戏出海常青榜第四</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="p-3 text-slate-300">神州泰岳(300002)</td>
|
||||
<td class="p-3 text-slate-300">游戏开发与发行</td>
|
||||
<td class="p-3 text-slate-300">《Age of Origins》</td>
|
||||
<td class="p-3 text-slate-300">手游</td>
|
||||
<td class="p-3 text-slate-300">研发与运营</td>
|
||||
<td class="p-3 text-slate-300">A股海外游戏收入第三，海外收入占比72.25%，《Age of Origins》位列2025年4月中国游戏出海常青榜第二</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="p-3 text-slate-300">冰川网络(300533)</td>
|
||||
<td class="p-3 text-slate-300">游戏开发与发行</td>
|
||||
<td class="p-3 text-slate-300">《HeroClash》</td>
|
||||
<td class="p-3 text-slate-300">手游</td>
|
||||
<td class="p-3 text-slate-300">研发与运营</td>
|
||||
<td class="p-3 text-slate-300">A股海外游戏收入第四，游戏总收入占比99.05%，2024年《HeroClash》获"年度实力出海游戏APP"奖项</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="p-3 text-slate-300">游族网络(002174)</td>
|
||||
<td class="p-3 text-slate-300">游戏开发与发行</td>
|
||||
<td class="p-3 text-slate-300">-</td>
|
||||
<td class="p-3 text-slate-300">手游</td>
|
||||
<td class="p-3 text-slate-300">研发与运营</td>
|
||||
<td class="p-3 text-slate-300">A股海外游戏收入第五，海外收入占比60.16%，海外游戏收入连续10年超过国内市场</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="p-3 text-slate-300">完美世界(002624)</td>
|
||||
<td class="p-3 text-slate-300">游戏开发与发行</td>
|
||||
<td class="p-3 text-slate-300">《异环》</td>
|
||||
<td class="p-3 text-slate-300">手游/端游</td>
|
||||
<td class="p-3 text-slate-300">研发与发行</td>
|
||||
<td class="p-3 text-slate-300">A股海外游戏收入第六，海外收入占比9.34%，《异环》已开启收容测试并获多平台版号</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="p-3 text-slate-300">吉比特(603444)</td>
|
||||
<td class="p-3 text-slate-300">游戏开发与发行</td>
|
||||
<td class="p-3 text-slate-300">《仗剑传说》</td>
|
||||
<td class="p-3 text-slate-300">手游</td>
|
||||
<td class="p-3 text-slate-300">研发与运营</td>
|
||||
<td class="p-3 text-slate-300">A股海外游戏收入第七，游戏总收入占比99.51%，《仗剑传说》位列游戏畅销榜24</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="p-3 text-slate-300">恺英网络(002517)</td>
|
||||
<td class="p-3 text-slate-300">游戏开发与发行</td>
|
||||
<td class="p-3 text-slate-300">《EVE》</td>
|
||||
<td class="p-3 text-slate-300">手游</td>
|
||||
<td class="p-3 text-slate-300">研发与运营</td>
|
||||
<td class="p-3 text-slate-300">A股海外游戏收入第八，游戏总收入占比81.62%，《EVE》主打3D AI伴侣应用</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="p-3 text-slate-300">掌趣科技(300315)</td>
|
||||
<td class="p-3 text-slate-300">游戏开发与发行</td>
|
||||
<td class="p-3 text-slate-300">-</td>
|
||||
<td class="p-3 text-slate-300">手游</td>
|
||||
<td class="p-3 text-slate-300">研发与运营</td>
|
||||
<td class="p-3 text-slate-300">A股海外游戏收入第九，海外收入占比43.74%，正研发面向境外市场的SLG产品</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="p-3 text-slate-300">凯撒文化(002425)</td>
|
||||
<td class="p-3 text-slate-300">游戏开发与发行</td>
|
||||
<td class="p-3 text-slate-300">《三国志2017》《圣斗士星矢：重生》</td>
|
||||
<td class="p-3 text-slate-300">手游</td>
|
||||
<td class="p-3 text-slate-300">研发与运营</td>
|
||||
<td class="p-3 text-slate-300">A股海外游戏收入第十，海外收入占比26.25%，拥有多个海外游戏IP</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="p-3 text-slate-300">电魂网络(603258)</td>
|
||||
<td class="p-3 text-slate-300">游戏开发与发行</td>
|
||||
<td class="p-3 text-slate-300">-</td>
|
||||
<td class="p-3 text-slate-300">手游</td>
|
||||
<td class="p-3 text-slate-300">研发与运营</td>
|
||||
<td class="p-3 text-slate-300">海外收入占比7.08%，游戏总收入占比96.75%，海外游戏发行为主要业务之一</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="p-3 text-slate-300">巨人网络(002558)</td>
|
||||
<td class="p-3 text-slate-300">游戏开发与发行</td>
|
||||
<td class="p-3 text-slate-300">《太空杀》海外版《Super Sus》</td>
|
||||
<td class="p-3 text-slate-300">手游</td>
|
||||
<td class="p-3 text-slate-300">研发与运营</td>
|
||||
<td class="p-3 text-slate-300">海外收入占比0.48%，游戏总收入占比99.85%，《Super Sus》2024年收入创新高</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="p-3 text-slate-300">浙数文化(600630)</td>
|
||||
<td class="p-3 text-slate-300">游戏开发与发行</td>
|
||||
<td class="p-3 text-slate-300">Bfun</td>
|
||||
<td class="p-3 text-slate-300">手游</td>
|
||||
<td class="p-3 text-slate-300">发行</td>
|
||||
<td class="p-3 text-slate-300">海外收入占比0.01%，游戏总收入占比43.27%，旗下Bfun品牌积累超亿级海外用户</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="p-3 text-slate-300">汤姆猫(300459)</td>
|
||||
<td class="p-3 text-slate-300">游戏开发与发行</td>
|
||||
<td class="p-3 text-slate-300">-</td>
|
||||
<td class="p-3 text-slate-300">手游</td>
|
||||
<td class="p-3 text-slate-300">研发与运营</td>
|
||||
<td class="p-3 text-slate-300">游戏总收入占比12.14%，汤姆猫IP推进海外游戏代理发行</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="p-3 text-slate-300">昆仑万维(300418)</td>
|
||||
<td class="p-3 text-slate-300">游戏开发与发行</td>
|
||||
<td class="p-3 text-slate-300">Ark Games</td>
|
||||
<td class="p-3 text-slate-300">手游</td>
|
||||
<td class="p-3 text-slate-300">发行</td>
|
||||
<td class="p-3 text-slate-300">游戏总收入占比7.85%，旗下Ark Games为国内最早投身海外游戏发行的厂商之一</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="p-3 text-slate-300">宝通科技(300031)</td>
|
||||
<td class="p-3 text-slate-300">游戏开发与发行</td>
|
||||
<td class="p-3 text-slate-300">-</td>
|
||||
<td class="p-3 text-slate-300">手游</td>
|
||||
<td class="p-3 text-slate-300">发行</td>
|
||||
<td class="p-3 text-slate-300">游戏总收入占比43.5%，主要在Facebook、谷歌商店等平台发布海外游戏</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="p-3 text-slate-300">富春股份(300299)</td>
|
||||
<td class="p-3 text-slate-300">游戏开发与发行</td>
|
||||
<td class="p-3 text-slate-300">《仙境传说 RO:新世代的诞生》</td>
|
||||
<td class="p-3 text-slate-300">手游</td>
|
||||
<td class="p-3 text-slate-300">研发与运营</td>
|
||||
<td class="p-3 text-slate-300">游戏总收入占比52.36%，欧美市场首款研运一体化产品登顶多国App Store游戏总榜TOP1</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="p-3 text-slate-300">星辉娱乐(300043)</td>
|
||||
<td class="p-3 text-slate-300">游戏开发与发行</td>
|
||||
<td class="p-3 text-slate-300">《冒险归来》</td>
|
||||
<td class="p-3 text-slate-300">手游</td>
|
||||
<td class="p-3 text-slate-300">研发与运营</td>
|
||||
<td class="p-3 text-slate-300">游戏总收入占比34.68%，在海外地区推出像素风卡牌游戏《冒险归来》</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="p-3 text-slate-300">姚记科技(002605)</td>
|
||||
<td class="p-3 text-slate-300">游戏开发与发行</td>
|
||||
<td class="p-3 text-slate-300">《Bingo Party》《黄金捕鱼场》</td>
|
||||
<td class="p-3 text-slate-300">手游</td>
|
||||
<td class="p-3 text-slate-300">研发与运营</td>
|
||||
<td class="p-3 text-slate-300">游戏总收入占比31.04%，海外游戏产品包括《Bingo Party》《黄金捕鱼场》等</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<script>
|
||||
// 创建粒子背景效果
|
||||
document.addEventListener('DOMContentLoaded', function() {
|
||||
const particlesContainer = document.getElementById('particles');
|
||||
const particleCount = 30;
|
||||
|
||||
for (let i = 0; i < particleCount; i++) {
|
||||
const particle = document.createElement('div');
|
||||
particle.classList.add('particle');
|
||||
|
||||
// 随机大小
|
||||
const size = Math.random() * 10 + 5;
|
||||
particle.style.width = `${size}px`;
|
||||
particle.style.height = `${size}px`;
|
||||
|
||||
// 随机位置
|
||||
particle.style.left = `${Math.random() * 100}%`;
|
||||
particle.style.top = `${Math.random() * 100}%`;
|
||||
|
||||
// 随机透明度
|
||||
particle.style.opacity = Math.random() * 0.5 + 0.1;
|
||||
|
||||
// 随机动画
|
||||
const duration = Math.random() * 20 + 10;
|
||||
particle.style.animation = `float ${duration}s infinite ease-in-out`;
|
||||
particle.style.animationDelay = `${Math.random() * 5}s`;
|
||||
|
||||
particlesContainer.appendChild(particle);
|
||||
}
|
||||
});
|
||||
|
||||
// 添加浮动动画
|
||||
const style = document.createElement('style');
|
||||
style.textContent = `
|
||||
@keyframes float {
|
||||
0%, 100% {
|
||||
transform: translateY(0) translateX(0);
|
||||
}
|
||||
25% {
|
||||
transform: translateY(-20px) translateX(10px);
|
||||
}
|
||||
50% {
|
||||
transform: translateY(-10px) translateX(-10px);
|
||||
}
|
||||
75% {
|
||||
transform: translateY(-30px) translateX(5px);
|
||||
}
|
||||
}
|
||||
`;
|
||||
document.head.appendChild(style);
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
```
|
||||
Reference in New Issue
Block a user