多股封板涨停！游戏概念持续活跃，元宇宙催化场景，这些标的或可关注

版号获批催化行情，游戏板块表现活跃

version has been approved for catalyzing and the game plate has been active

消息面，近日，国家新闻出版署发布12月国产网络游戏审批信息，共84款游戏获批。此外，当天还发布2022年进口网络游戏审批信息，共44款游戏获批，总计发布128个游戏版号。值得注意的是，进口游戏版号发放距离上一次公布已有548天的时间。受消息提振，游戏板块近日表现活跃，截止今日收盘，概念股中，中科云网已累计获得3连板，成为板块人气高标股。

In addition, on the same day, the National Press and Publications Agency released information on the approval of the December national production network game, which was approved for 84 games. In addition, a total of 44 games were approved for the approval of the 2022 import network game, with a total number of 128 games. It is worth noting that the distribution of the import version of the game number was 548 days after it was last published.

据悉，中科云网主要业务为互联网游戏推广及运营和餐饮团膳，其在游戏业务主要运营主体为子公司重庆微音。此外，公司近日公告表示，拟在江苏高邮设子公司投建N型光伏电池业务。受多个消息提振，中科云网近期股价飙涨，截止今日收盘累计获得3连板且近日登上龙虎榜。以最新（12月29日）龙虎榜数据显示，国泰君安证券股份南京太平南路等多家游资席位在列。

In addition, the company has recently announced that it intends to launch an N-volt cell operation at Jiangsu High Post Office. The recent stock price hikes have been boosted by a number of news reports, with a cumulative closing of three lines to date and has recently been on the list. According to the most recent (December 29) data from the Yong-ho list, many of the country’s capital seats, such as the Nanjing Taring South Road, are on board.

中信证券指出，未来版号限制和政策压制因素将不再是游戏行业核心矛盾。游戏版号稳定发放将为游戏公司未来的业绩增长带来有力催化，静待更多厂商优质的重量级产品获得版号。继游戏版号趋于常态化发放、游戏产业价值获社会认可之后，对于游戏行业政策导向，坚持优质内容向游戏和降低游戏成瘾性战略、加强未成年人保护、鼓励出海将成为游戏行业未来长期发展路径。

The Chinese security notes that future version restrictions and policy repressions will no longer be at the core of the game industry. Stable distribution of the game number will provide a powerful catalyst for future growth in the company’s performance, waiting for more high-quality heavyweight products to be issued.

元宇宙或催化场景，关注相关受益标的

meta-cosmies or catalytic scenes, with attention to relevant beneficiary targets

近期，多地宣布加快元宇宙相关产业布局。浙江省发展和改革委员会等5部门近日联合印发《浙江省元宇宙产业发展行动计划（2023-2025年）》，文件提出到2025年浙江省元宇宙产业链体系基本形成，产业综合竞争力达到全国领先，带动相关产业规模2000亿元以上。这是继上海、河南外，第三个省级层面的元宇宙专项政策。目前，元宇宙概念持续火热，产业化进程持续加速。

Five departments, including the Zhejiang Provincial Council for Development and Reform, have recently issued a joint plan of action for the development of the Zhejiang Province's cosmopolitan industry (2023-2025), which proposes the basic formation of the Zhejiang Province's system of cosmopolitan industrial chains by 2025, with integrated industrial competitiveness leading to an industry of more than 200 billion yuan. This is the third province-wide policy dedicated to the meta-cosmos, following Shanghai and Henan.

中银证券近日研报指出，在追求精品化、出海发展之外，中国游戏厂商近年来纷纷开启元宇宙相关布局。元宇宙在近期甚至中期的落点仍然主要在游戏行业。目前，有不少公司将元宇宙相关核心技术与现有游戏体系相结合，创作出了区块链游戏、XR 游戏、体感游戏、云游戏等新兴品类，尽管各类游戏发展阶段均有较大区别，但是在游戏中可以率先实现较完整的元宇宙概念已是共识。

In recent years, China’s gamers have opened up the semi-cosmos-related layouts, in addition to their quest for precision and development. In recent years, China’s silver-cosm, and even mid-term, has remained largely in the game industry.

对于可关注的标的方面，中银证券认为，元宇宙开辟想象空间，游戏担当变革先驱。从内容角度看，游戏可以吸引大量用户进入并沉浸于虚拟世界。从技术角度看，由于付费空间广阔，元宇宙相关软硬件技术非常有动力服务游戏这样的C端消费应用。2C元宇宙在近期至中期的落点仍然主要在游戏行业。可关注：三七互娱、心动公司、完美世界、吉比特。

From a content perspective, games can attract a large number of users into the virtual world. From a technical point of view, consummation applications such as the C-end use of software and hardware technology associated with the meta-coastal are very dynamic. The 2-C universe remains largely in the game industry in the near to medium term. Attention can be drawn to: +37 Recreations, Mindline Companies, Perfect World, Gibitt .

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