金吾财讯 | 网易(NTES)盘前涨超5%，截至发稿，报138.560美元。消息面上，中国国家新闻出版署发布2025年进口网络游戏审批信息，8月共7款进口游戏获批，其中包括《大航海时代：起源》等。此外公布2025年8月份国产网络游戏审批信息，8月共166款游戏获批。万联证券发布研报称，7月份中国游戏市场稳中向好，次新品、成熟产品双轮驱动市场规模同比、环比增长，整体来看，行业发展具备稳健增长动力。建议关注版号储备丰富、研发能力较强、进行优质IP联动、具备稳定内容输出能力的企业。
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