《股市简讯》A股中证动漫游戏指数大涨5.9%,券商看好暑假新游推广旺季

路透中文
Jun 30, 2025
《股市简讯》A股中证动漫游戏指数大涨5.9%,券商看好暑假新游推广旺季

* A股中证动漫游戏指数.CSI930901周一盘中一度大涨5.9%。券商研报指出,中国游戏版号数量6月创今年月度新高,关注暑假新游推广旺季。

* 恺英网络002517.SZ巨人网络002558.SZ涨停,三七互娱002555.SZ完美世界002624.SZ迅游科技300467.SZ升幅介于5.1-8.3%之间。

* 申万宏源研报指出,6月共计158款新游(147款国产、11款进口)获批,数量创今年单月新高,监管宽松趋势明确;暑假新游推广旺季有望验证业绩增长支撑。

* 中信建投亦表示,持续看好今年暑期新游的表现;重申游戏是被忽视的重要的新消费,不论是为皮肤充值还是为数值付费,其本质即时的精神需求,且具备高频、高性价比的特征,也容易产生游戏原生IP。

* 中国6月共147款国产网络游戏获批,包括百度9888.HK多酷出版的“破界立方”;6月共11款进口游戏获批,腾讯0700.HK出版运营的“穿越火线:虹”在列。(完)

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(发稿 王臻臻;审校 吴云凌)

((jenny.wang@thomsonreuters.com))

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