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GF SEC 2025 A-shares gaming Sector outlook: Companies have abundant reserves, and AI empowerment is expected to boost Industry valuation.
The AI-related development tools are continuously improving, which is beneficial for accelerating game development and testing new gameplay.
Beijing Ultrapower Software (300002.SZ): Helped Haier Innovation Design Center utilize Amazon SageMaker to create an AIGC industrial design solution.
On December 13, at the investor interaction platform, Beijing Ultrapower Software (300002.SZ) stated that it has customized a 3D cloud desktop system, rendering farm system, file sharing system, and automated design system for the Haier Innovation Design Center on Amazon Web Services, achieving optimization of business efficiency and gradual automation for the Haier Innovation Design Center, accelerating its digital transformation. The company helped the Haier Innovation Design Center use Amazon SageMaker to create AIGC industrial design solutions, embedding the vast amounts of design scheme data accumulated over time into AI models, combined with long-term accumulated internal knowledge.
Beijing Ultrapower Software (300002.SZ): There are no plans to enter the micro short drama field.
Gelonghui reported on December 11 that Beijing Ultrapower Software (300002.SZ) stated on the investor interaction platform that the company has no plans to enter the micro-short drama field.
Beijing Ultrapower Software (300002.SZ): Two new games are expected to be launched by the end of the year.
Gelonghui December 3rd | Beijing Ultrapower Software (300002.SZ) stated on the investor interaction platform that the company's two new games are expected to be launched by the end of the year, and preparations for the launch are proceeding as planned.
November 21 A-share investment lightning rod︱ liuzhou liangmianzhen: shareholder Jinfatou Investment plans to reduce its shareholding by no more than 3%; beijing ultrapower software: the largest shareholder Li Li intends to reduce its shareholding by no m
Shareholders, directors, and their concerted parties holding more than 5% of jsti group plan to reduce their holdings by a total of no more than 1.663%; the actual controllers of ife elevators and their concerted parties plan to reduce their holdings by no more than 3%; tian xiuying, a shareholder of inner mongolia junzheng energy & chemical group, plans to reduce her holdings by no more than 3%; li li, the largest shareholder of beijing ultrapower software, plans to reduce his holdings by no more than 2.00%; ge fa investment, a shareholder of liuzhou liangmianzhen, plans to reduce its holdings by no more than 3%; wu guofang, vice president of guosen, has been placed under investigation and has been subject to detention; the related reports of wuxi lihu corporation do not belong to undisclosed major information that may have a significant impact on the company's stocks trading price.
China Great Wall Securities: The media sector's performance is relatively flat with a slight decline in profitability. The valuation of the media sector has elasticity.
Looking back, under the policies such as "cultural strong country" and "cultural going global", the media industry is expected to enter a stable period of high-quality content online, as an industry where demand is largely driven by supply, its fundamentals are expected to improve.
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