B[Game concept fluctuates and rises, Dianhun Network has two consecutive boards] On October 15th, game concepts fluctuated and rose, Dianhun Network had two consecutive boards, Glacier Network, Shengtian Network, Youzu Network, and Perfect World followed suit. On the news, Nvidia announced on Tuesday that the performance of DLSS 5's 3D guided neural rendering model has been doubled, while reducing the model size by 24% to approximately 118 million parameters, and reducing 4K video memory usage by 20%. B[Good news continues to boost market attention, and the valuation of the gaming sector is highly cost-effective] October 15th, the A-share gaming sector has seen a continuous rebound recently. Wind data shows that on October 14, market concept sectors such as short drama games and online games were among the top gainers. The game-related media sector has become the main direction of net capital inflows in recent trading days, and many individual stocks have been active. According to industry insiders, the pace of domestic game license approvals has gradually stabilized since the beginning of the year, and the supply side of the industry is expected to continue to consolidate, which will continue to push game companies to reserve new products to enter the testing and launch cycle, and drive the performance of the sector to gradually be realized. After going through adjustments, the valuation of the gaming sector is now highly cost-effective, and we are optimistic about the opportunities to repair sector valuations supported by fundamentals. (China Securities Journal) B[Guangdong: Cultivate the growth pole of science fiction industry Building a Science Fiction Industry Cluster] On September 23, the Guangdong Provincial People's Government issued the "Guangdong Provincial National Science Literacy Action Plan Outline Implementation Plan (2026-2030)", which proposed to strengthen policy support for the development of the "Science Popularization +" industry and strengthen We will promote cross-departmental collaboration, improve supporting policy guarantees, and rely on key enterprises for industrial revitalization of the "Hundreds and Thousands of Projects" and the top 500 manufacturing enterprises in Guangdong Province to create a number of new business formats of "science popularization + agriculture", "science popularization + industry", "science popularization + cultural tourism" and "science popularization + service industry". Cultivate the growth pole of the science fiction industry, create a science fiction industry cluster, attract science fiction creation, film and television production, game development and other enterprises to settle in, support the construction of science fiction theme parks, science fiction museums and other carriers, and focus on supporting the research and development of science fiction original works, science fiction film and television animation, and science fiction derivatives. B[The game sector rebounded with shock and Century Huatong approached the daily limit] On September 4th, the game sector rebounded in shock in the afternoon, with Century Huatong approaching the daily limit. Gigabit, Glacier Network, Giant Network, Tom Cat, Kaiying Network, etc. followed suit. On the news, according to data from the Game Working Committee of the Audio and Digital Association, the actual sales revenue of the domestic game market in the first half of the year reached 188.45 billion yuan, a year-on-year increase of 12.17%. In addition, judging from the data disclosed in the semi-annual reports, the operating performance of major A-share gaming companies has performed well, and even experienced explosive growth. B[Multi-departments jointly launch the fifth "Youth Copyright Protection Season" action] September 1st, recently, the Copyright Administration Bureau of the Central Propaganda Department and other departments, together with relevant departments of the Ministry of Public Security, Education, and the Ministry of Culture and Tourism, jointly launched the fifth "Youth Copyright Protection Season" action. The special action focuses on key areas such as online literature, online games, online film and television, and books at home and abroad, and severely rectifies infringement and piracy involving the rights and interests of young people; it focuses on cracking down on unauthorized reproduction, reproduction, dissemination, and sale of pirated textbooks, teaching aids and other books and book resources, and illegal dissemination of infringement and piracy. We will strictly investigate and punish illegal activities such as inducing and instigating teenagers to engage in secretly filming and recording theater movies, disseminating and selling them, and engaging in illegal activities such as campus distribution and online dissemination of infringing and pirated products, so as to protect the healthy growth of teenagers. It is understood that this action will also increase the intensity of physical market inspections and website platform inspections at important time points, deepen the comprehensive management of online copyright, consolidate the main responsibilities of the platform, continuously improve the level of copyright protection education for young people, enhance independent innovation capabilities, and create an open and innovative copyright ecosystem.
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