524 lines
35 KiB
HTML
524 lines
35 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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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=1.0">
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<title>深度研报：游戏出海</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.12.2/dist/full.min.css" rel="stylesheet" type="text/css" />
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@import url('https://fonts.googleapis.com/css2?family=Orbitron:wght@400;700&family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #010409;
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background-image:
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radial-gradient(ellipse 80% 80% at 50% -20%, rgba(120, 119, 198, 0.3), rgba(255, 255, 255, 0)),
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.chart-container {
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</style>
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<script>
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tailwind.config = {
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theme: {
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extend: {
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colors: {
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'space-blue': '#3B82F6',
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'deep-purple': '#8B5CF6',
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</script>
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</head>
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<body class="text-gray-300">
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<div class="container mx-auto p-4 md:p-8">
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<header class="text-center mb-12">
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<h1 class="font-orbitron text-4xl md:text-6xl font-bold text-white neon-text mb-4 tracking-widest">游戏出海</h1>
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<p class="text-lg text-neon-cyan/80">Game Overseas: A Deep Dive into the Global Frontier</p>
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<p class="text-xs text-gray-500 mt-2">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 呈现</p>
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</header>
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<!-- Insight Section -->
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<section id="insight" class="mb-12">
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<div class="glass-card rounded-2xl p-6 md:p-8">
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<h2 class="font-orbitron text-3xl font-bold text-neon-cyan mb-6 border-l-4 border-neon-cyan pl-4">概念Insight</h2>
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<div class="space-y-8 text-gray-300 leading-relaxed">
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<!-- 核心观点 -->
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<div class="p-4 border border-dashed border-gray-600 rounded-lg">
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<h3 class="text-xl font-bold text-white mb-2">核心观点摘要</h3>
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<p>游戏出海已从单纯的渠道拓展，演变为中国游戏产业在全球舞台上进行<strong class="text-neon-cyan">产能、模式和文化</strong>输出的核心战略。当前，该概念正处于由<strong class="text-space-blue">政策强力驱动、模式创新引领</strong>的第二波高速增长期。其核心驱动力源于国内市场的“内卷”外溢与海外市场的广阔空间，而未来潜力则取决于<strong class="text-deep-purple">轻量化（小游戏）、精品化（3A/IP）和深度本地化</strong>三大路径的持续突破。</p>
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</div>
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<!-- 概念事件 -->
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<div>
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<h3 class="text-xl font-bold text-white mb-3">0. 概念事件</h3>
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<ul class="list-disc list-inside space-y-2 pl-2 border-l-2 border-space-blue/50">
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<li><strong class="text-gray-100">背景与早期发展 (2018-2022)</strong>：国内市场竞争加剧，SLG品类为拳头产品，成功验证中国厂商研发与商业化能力。</li>
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<li><strong class="text-gray-100">阶段性调整 (2022-2023)</strong>：受宏观经济影响，出海收入连续两年下滑，核心品类SLG下滑12.5%。</li>
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<li><strong class="text-gray-100">复苏与新浪潮 (2024至今)</strong>：
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<ul class="list-none pl-6 mt-2 space-y-1 text-gray-400">
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<li><span class="text-neon-cyan mr-2">▶</span><strong class="text-neon-cyan">政策密集催化</strong>：国家层面定调支持，浙江、上海、深圳等地方政策精准落地，形成完整支持体系。</li>
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<li><span class="text-neon-cyan mr-2">▶</span><strong class="text-neon-cyan">市场数据强劲反弹</strong>：2024年海外收入达185.57亿美元，同比增长13.39%，重回增长轨道。</li>
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<li><span class="text-neon-cyan mr-2">▶</span><strong class="text-neon-cyan">模式创新引爆</strong>：“小游戏出海” (如《菇勇者传说》)、“文化IP出海” (《黑神话：悟空》)、“玩法融合” (《无尽冬日》) 成为新增长引擎。</li>
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</ul>
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</li>
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</ul>
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</div>
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<!-- 核心逻辑与市场认知 -->
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<div>
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<h3 class="text-xl font-bold text-white mb-3">1. 核心逻辑与市场认知分析</h3>
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<div class="space-y-4">
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<p><strong class="text-space-blue">核心驱动力：</strong> 市场空间的“剪刀差”、政策支持的“顺风车”、产业能力的“溢出效应”以及模式创新的“降维打击”共同构成了出海浪潮的四大支柱。</p>
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<p><strong class="text-space-blue">市场热度与情绪：</strong> 市场热度极高，情绪整体高度乐观，出海被视作游戏板块最重要的投资逻辑之一，路演观点甚至称之为“2025年唯一确定性方向”。</p>
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<p><strong class="text-space-blue">预期差分析：</strong> 市场普遍认知“出海=躺赢”，但潜在预期差在于：<strong class="text-red-400">① 增长的结构性分化</strong>（马太效应加剧）；<strong class="text-red-400">② SLG品类的“围城”</strong>（面临用户疲劳和成本上升）；<strong class="text-red-400">③ 成功的不可复制性</strong>（《黑神话》口碑驱动与小游戏红利窗口期）；<strong class="text-red-400">④ 数据矛盾点</strong>（不同机构统计口径差异）。</p>
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</div>
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</div>
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<!-- 关键催化剂与发展路径 -->
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<div>
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<h3 class="text-xl font-bold text-white mb-3">2. 关键催化剂与未来发展路径</h3>
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<div class="grid md:grid-cols-2 gap-6">
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<div>
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<h4 class="font-semibold text-lg text-gray-100 mb-2">近期催化剂 (3-6个月)</h4>
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<ul class="list-disc list-inside space-y-1 text-gray-400">
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<li>重点新品上线表现及初期流水。</li>
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<li>地方扶持政策细则落地及首批受益企业公布。</li>
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<li>Q3及年度财报对高景气度的业绩验证。</li>
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<li>TikTok游戏商业化加速的实质性进展。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-lg text-gray-100 mb-2">长期发展路径</h4>
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<ol class="space-y-1 text-gray-400">
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<li><strong>1.0 (已完成): “产品走出去”</strong> - SLG为代表的产品输出。</li>
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<li><strong>2.0 (当前): “运营走进去”</strong> - 深度本地化与小游戏模式兴起。</li>
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<li><strong>3.0 (未来): “品牌/文化走上去”</strong> - 打造全球IP，赚取品牌溢价。</li>
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</ol>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司 -->
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<div>
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<h3 class="text-xl font-bold text-white mb-3">3. 产业链与核心公司深度剖析</h3>
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<div class="space-y-4">
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<div class="p-4 rounded-lg bg-gray-800/30 border border-gray-700">
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<strong class="text-neon-cyan">世纪华通 (ST华通) - 领导者 & 创新者:</strong> A股海外收入第一 (113.68亿)。《Whiteout Survival》开创“SLG+生存模拟”融合玩法，全球收入破28亿美金，验证顶级全球化研运能力。逻辑纯粹，业绩与出海景气度高度绑定。
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</div>
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<div class="p-4 rounded-lg bg-gray-800/30 border border-gray-700">
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<strong class="text-neon-cyan">神州泰岳 - SLG纯血龙头:</strong> 海外收入占比高达72.25%。旗下壳木游戏专注SLG出海，长线运营能力突出。是A股最纯粹的SLG出海标的，但需关注品类内卷风险。
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</div>
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<div class="p-4 rounded-lg bg-gray-800/30 border border-gray-700">
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<strong class="text-neon-cyan">三七互娱 - 多元驱动的追赶者:</strong> A股海外收入第二 (57.22亿)。“出海+多品类+小游戏”三轮驱动，既有常青SLG，又是小游戏出海龙头，市场嗅觉敏锐。
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</div>
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<div class="p-4 rounded-lg bg-gray-800/30 border border-gray-700">
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<strong class="text-neon-cyan">青瓷游戏 (HK) - 小游戏出海先锋:</strong> 已形成一套可复制的轻量化游戏海外发行方法论。24H1海外收入占比飙升至41.7%，成为最重要增长引擎。
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</div>
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</div>
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</div>
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<!-- 潜在风险 -->
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<div>
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<h3 class="text-xl font-bold text-white mb-3">4. 潜在风险与挑战</h3>
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<ul class="list-disc list-inside space-y-2 text-red-400/80">
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<li><strong class="text-red-400">商业化风险:</strong> 买量成本上升、海外成熟市场固化、文化壁垒高。</li>
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<li><strong class="text-red-400">政策与竞争风险:</strong> 地缘政治风险（如印度市场）、平台政策变动、数据合规成本（如欧盟GDPR）。</li>
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<li><strong class="text-red-400">技术风险:</strong> 国内3A游戏稳定产出能力与世界顶级厂商仍有差距。</li>
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<li><strong class="text-red-400">信息交叉验证风险:</strong> 不同机构对市场规模的统计数据存在矛盾，需审慎采纳。</li>
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</ul>
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</div>
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<!-- 投资启示 -->
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<div class="p-4 border border-dashed border-neon-cyan/50 rounded-lg">
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<h3 class="text-xl font-bold text-white mb-2">综合结论与投资启示</h3>
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<p>游戏出海已进入由<strong class="text-neon-cyan">业绩驱动</strong>和<strong class="text-space-blue">模式创新</strong>并存的“戴维斯双击”阶段。基本面有坚实财报支撑，新故事提供高估值弹性。</p>
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<p class="mt-2"><strong class="text-white">最具投资价值的细分环节：</strong></p>
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<ol class="list-decimal list-inside mt-1 space-y-1">
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<li><strong>轻量化/小游戏出海：</strong>最具爆发力，适合强买量运营能力公司 (三七互娱, 恺英网络)。</li>
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<li><strong>具备玩法融合能力的SLG龙头：</strong>最稳健，能盘活存量开拓新市场 (世纪华通, 神州泰岳)。</li>
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<li><strong>拥有全球化IP潜力的内容研发商：</strong>最具想象空间，高风险高回报 (完美世界, 吉比特)。</li>
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</ol>
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<p class="mt-2"><strong class="text-white">需重点跟踪验证的关键指标：</strong>核心公司海外月度流水、新游戏首月表现、财报中海外收入占比及增速、毛利率与销售费用率变化。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Data Visualization Section -->
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<section id="data-visualization" class="mb-12">
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<h2 class="font-orbitron text-3xl font-bold text-neon-cyan mb-6 border-l-4 border-neon-cyan pl-4">数据透视</h2>
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<div class="bento-grid">
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<div class="glass-card rounded-2xl p-6 md:p-8 md:col-span-2">
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<h3 class="text-xl font-bold text-white mb-4">A股上市公司海外游戏收入排名</h3>
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<div id="revenue-chart" class="chart-container"></div>
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</div>
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<div class="glass-card rounded-2xl p-6 md:p-8">
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<h3 class="text-xl font-bold text-white mb-4">主要出海市场收入分布</h3>
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<div id="market-share-chart" class="chart-container"></div>
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</div>
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<div class="glass-card rounded-2xl p-6 md:p-8">
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<h3 class="text-xl font-bold text-white mb-4">出海移动游戏品类分布</h3>
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<div id="category-chart" class="chart-container"></div>
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</div>
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</div>
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</section>
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<!-- Detailed Data Tabs Section -->
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<section id="detailed-data" class="mb-12" x-data="{ tab: 'news' }">
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<h2 class="font-orbitron text-3xl font-bold text-neon-cyan mb-6 border-l-4 border-neon-cyan pl-4">情报中心</h2>
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<div class="tabs tabs-boxed bg-black/30 mb-6">
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<a class="tab tab-lg" :class="{ 'tab-active !bg-neon-cyan !text-black': tab === 'news' }" @click="tab = 'news'">新闻数据</a>
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<a class="tab tab-lg" :class="{ 'tab-active !bg-neon-cyan !text-black': tab === 'roadshow' }" @click="tab = 'roadshow'">路演纪要</a>
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<a class="tab tab-lg" :class="{ 'tab-active !bg-neon-cyan !text-black': tab === 'report' }" @click="tab = 'report'">研报精粹</a>
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</div>
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<!-- News Content -->
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<div x-show="tab === 'news'" class="space-y-6">
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<div class="glass-card rounded-2xl p-6">
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<h3 class="text-xl font-bold text-white mb-3">整体趋势与市场数据</h3>
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<ul class="list-disc list-inside space-y-2 text-gray-400">
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<li><strong>核心趋势：</strong>游戏出海和游戏AI化是未来最核心的两个趋势。</li>
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<li><strong>增长潜力：</strong>国内市场进入成熟期，海外市场仍有近<strong class="text-neon-cyan">2倍</strong>空间。</li>
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<li><strong>收入数据：</strong>2024年国产游戏海外收入创历史新高，达<strong class="text-neon-cyan">185.57亿美元</strong>，同比增长<strong class="text-green-400">13.39%</strong>，扭转连续两年下降趋势。2025年H1同比增长超<strong class="text-green-400">11%</strong>。</li>
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<li><strong>主要市场：</strong>美、日仍是主要市场，占比分别为<strong class="text-white">32.51%</strong>和<strong class="text-white">18.87%</strong>。</li>
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<li><strong>品类分布：</strong>策略类(SLG)占比<strong class="text-white">41.38%</strong>，射击类<strong class="text-white">10.40%</strong>，角色扮演类<strong class="text-white">10.37%</strong>。</li>
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</ul>
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</div>
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<div class="glass-card rounded-2xl p-6">
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<h3 class="text-xl font-bold text-white mb-3">国家及地方政策支持</h3>
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<ul class="list-disc list-inside space-y-2 text-gray-400">
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<li><strong>国家层面：</strong>国务院明确提出“发展游戏出海业务”，总书记文章肯定游戏出海彰显文化力量。</li>
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<li><strong>浙江省：</strong>发布《关于支持游戏出海的若干措施》，从主体培育、资金扶持、金融服务、市场开拓等多方面支持。</li>
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<li><strong>深圳市：</strong>发布方案，支持企业建立海外研发中心和发行渠道。</li>
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<li><strong>上海市：</strong>成立“游戏出海研究中心”，发布企业出海指引《一国通》。</li>
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</ul>
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</div>
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<div class="glass-card rounded-2xl p-6">
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<h3 class="text-xl font-bold text-white mb-3">新模式与新思路</h3>
|
||
<ul class="list-disc list-inside space-y-2 text-gray-400">
|
||
<li><strong>小游戏出海：</strong>成为中腰部厂商轻量化出海新路径，将在境内验证过的玩法以APP形式推向境外。</li>
|
||
<li><strong>SLG品类出海：</strong>产品轻量化+多品类玩法融合趋势显现。</li>
|
||
<li><strong>文化出海新思路：</strong>以《黑神话：悟空》为代表，游戏成为文化输出重要抓手，讲好中国故事是致胜关键。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Roadshow Content -->
|
||
<div x-show="tab === 'roadshow'" class="space-y-6">
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<h3 class="text-xl font-bold text-white mb-3">核心观点集锦</h3>
|
||
<ul class="list-disc list-inside space-y-2 text-gray-400">
|
||
<li><strong>(2025-07-01) 确定性增长路径：</strong>2025年游戏行业国内景气上行方向不明，<strong class="text-neon-cyan">出海成为唯一确定性增长路径</strong>。</li>
|
||
<li><strong>(2024-08-14) 小游戏模式出海：</strong>国内验证成功后，分包为App在海外发行。简单玩法减少文化壁垒，尤其在日韩、东南亚表现突出。《菇勇者传说》年流水超<strong class="text-white">20亿元</strong>。</li>
|
||
<li><strong>(2024-09-20) 《黑神话：悟空》的启示：</strong>证明中国3A级游戏研发能力突破，口碑传播替代买量营销，Steam成为全球化核心渠道。</li>
|
||
<li><strong>(2024-03-18) 欧盟分成政策利好：</strong>欧盟DSA法案生效后，苹果分成调整，整体成本从30%降至约<strong class="text-green-400">20%-25%</strong>，增厚欧洲收入占比较高公司利润。</li>
|
||
<li><strong>(2024-01-19) SLG出海三阶段：</strong>从用户红利期 -> 题材创新期 -> <strong class="text-white">玩法融合期</strong>，中国厂商已占据全球SLG手游市场超<strong class="text-neon-cyan">60%</strong>。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<h3 class="text-xl font-bold text-white mb-3">代表公司动态 (青瓷游戏)</h3>
|
||
<ul class="list-disc list-inside space-y-2 text-gray-400">
|
||
<li><strong>海外收入显著增长：</strong>2024年中期，海外收入同比增至1.43亿元，占比从不足20%提升至<strong class="text-neon-cyan">41.7%</strong>。</li>
|
||
<li><strong>关键游戏表现：</strong>《肥鹅健身房》日本上线登顶双榜，《最强蜗牛》登陆越南、欧美。</li>
|
||
<li><strong>出海经验：</strong>精细本地化（如日本真人广告）、社群营销（X平台预热）、适应海外生态差异是轻量化游戏出海成功的关键。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Report Content -->
|
||
<div x-show="tab === 'report'" class="space-y-6">
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<h3 class="text-xl font-bold text-white mb-3">市场概览与趋势</h3>
|
||
<ul class="list-disc list-inside space-y-2 text-gray-400">
|
||
<li><strong>市场复苏：</strong>2023年起全球主要手游市场企稳复苏，中国自研游戏海外收入2024年恢复增长，保持高景气度。</li>
|
||
<li><strong>市占率提升：</strong>中国手游海外市占率从2019年的17%提升至2023年的<strong class="text-neon-cyan">27%</strong>。</li>
|
||
<li><strong>新兴市场潜力：</strong>韩国、日本市场收入增速加快，<strong class="text-white">沙特</strong>首次进入中国出海游戏收入地区TOP10。</li>
|
||
<li><strong>爆款趋势：</strong>中轻度混合休闲玩法产品成为最具"爆款潜质"的出海趋势。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<h3 class="text-xl font-bold text-white mb-3">中国公司竞争优势</h3>
|
||
<ul class="list-disc list-inside space-y-2 text-gray-400">
|
||
<li><strong>研发节奏：</strong>内容迭代效率更佳。</li>
|
||
<li><strong>商业化设计：</strong>在F2P+IAP模式的数值、付费设计层面经验丰富，盈利能力强。</li>
|
||
<li><strong>团队规模：</strong>拥有更大规模的研发团队和人员储备。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<h3 class="text-xl font-bold text-white mb-3">代表产品与企业案例</h3>
|
||
<ul class="list-disc list-inside space-y-2 text-gray-400">
|
||
<li><strong>《Whiteout Survival》 (点点互动):</strong> 全球下载量破9000万，累计收入破<strong class="text-neon-cyan">13亿美元</strong>。</li>
|
||
<li><strong>《菇勇者传说》 (4399):</strong> 2024年海外总流水破<strong class="text-neon-cyan">5亿美元</strong>。</li>
|
||
<li><strong>乐牛游戏 (案例):</strong> 仅用三年跑通出海业务，《I9：Inferno nine》在韩国市场成为黑马，带动公司出海收入增长<strong class="text-green-400">110%</strong>。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Section -->
|
||
<section id="stock-data">
|
||
<h2 class="font-orbitron text-3xl font-bold text-neon-cyan mb-6 border-l-4 border-neon-cyan pl-4">相关标的</h2>
|
||
|
||
<div class="glass-card rounded-2xl p-6 md:p-8 mb-8">
|
||
<h3 class="text-xl font-bold text-white mb-4">“游戏出海”概念核心公司</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>核心逻辑/原因</th>
|
||
<th>海外游戏收入/占比</th>
|
||
<th>来源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002602" target="_blank" class="link link-hover text-neon-cyan">世纪华通</a></td><td>《Whiteout Survival》位居出海手游收入榜第一</td><td>113.68亿元 / 50.26%</td><td>媒体</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002555" target="_blank" class="link link-hover text-neon-cyan">三七互娱</a></td><td>《Puzzles & Survival》位列出海常青榜第四</td><td>57.22亿元 / 32.81%</td><td>媒体</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=300002" target="_blank" class="link link-hover text-neon-cyan">神州泰岳</a></td><td>《Age of Origins》位列出海常青榜第二</td><td>46.62亿元 / 72.25%</td><td>媒体</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=300533" target="_blank" class="link link-hover text-neon-cyan">冰川网络</a></td><td>《HeroClash》荣获“年度实力出海游戏APP”</td><td>14.36亿元 / 51.5%</td><td>年报</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002174" target="_blank" class="link link-hover text-neon-cyan">游族网络</a></td><td>海外游戏收入连续10年超过国内市场</td><td>8.63亿元 / 60.16%</td><td>年报</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002624" target="_blank" class="link link-hover text-neon-cyan">完美世界</a></td><td>《异环》多端版号获批，收容测试开启</td><td>5.21亿元 / 9.34%</td><td>调研</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=603444" target="_blank" class="link link-hover text-neon-cyan">吉比特</a></td><td>新品《仗剑传说》畅销榜排名靠前</td><td>5亿元 / 13.52%</td><td>网传纪要</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002517" target="_blank" class="link link-hover text-neon-cyan">恺英网络</a></td><td>《EVE》游戏主打的3D AI伴侣应用测试在即</td><td>3.75亿元 / 7.32%</td><td>调研</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=300315" target="_blank" class="link link-hover text-neon-cyan">掌趣科技</a></td><td>积极研发主要面向境外市场的SLG产品</td><td>3.58亿元 / 43.74%</td><td>调研</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=300031" target="_blank" class="link link-hover text-neon-cyan">宝通科技</a></td><td>主要在Facebook、谷歌、苹果商店发布海外游戏</td><td>14.36亿元 / 43.5%</td><td>调研</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card rounded-2xl p-6 md:p-8">
|
||
<h3 class="text-xl font-bold text-white mb-4">涨幅异动分析</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>涨跌幅</th>
|
||
<th>日期</th>
|
||
<th>核心结论与驱动逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002919" target="_blank" class="link link-hover text-neon-cyan">名臣健康</a></td><td class="text-green-400 font-mono">+9.98%</td><td class="font-mono">2025-11-17</td><td class="text-sm leading-relaxed">“日化壳”实质已变游戏出海平台，日本现象级二次元新游即将上线，触发估值切换。驱动概念：游戏出海+二次元+日本IP。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002181" target="_blank" class="link link-hover text-neon-cyan">粤 传 媒</a></td><td class="text-green-400 font-mono">+9.97%</td><td class="font-mono">2025-09-09</td><td class="text-sm leading-relaxed">全运会8.3亿广告合同带来业绩拐点，叠加短剧出海与AI游戏情绪升温，形成基本面+题材共振。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=000892" target="_blank" class="link link-hover text-neon-cyan">欢瑞世纪</a></td><td class="text-green-400 font-mono">+10.06%</td><td class="font-mono">2025-07-10</td><td class="text-sm leading-relaxed">联合出品《完蛋2》定档，叠加低市值国风IP出海预期差。驱动概念：短剧互动游戏+国风文化出海+IP衍生品。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<footer class="text-center mt-12">
|
||
<p class="text-xs text-gray-600">本报告为AI合成数据，投资需谨慎。</p>
|
||
</footer>
|
||
|
||
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|
||
|
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