8月28日晚间，凯撒文化（002425）公布半年报，上半年公司实现营收3.66亿元，同比下滑22.03%。报告期内，三国历史战争策略手游《荣耀新三国》在报告期内启动出海。市场上三国策略 SLG 类型手游出海反响普遍较好，《荣耀新三国》的海外市场在下半年有望贡献业绩。产品储备方面，报告期内，公司研发中项目有《遮天世界》《镇魂街：破晓》《幽游白书》《SNK 全明星（暂定名）》《圣斗士星矢 2（暂定名）》等多款游戏都有新进展。
On the evening of 28 August, Caysa culture .
·数据宝统计，在已经公布半年报的游戏股中，凯撒文化研发支出0.68亿元，研发支出占营收比18.5%，均排在游戏行业前十位。据公司在互动平台透露，代号《动物星球》元宇宙游戏目前还处在研发阶段，研发周期以及版号审批需要一定时间，上线时间和地区等受到诸多因素影响，仍存在不确定性。
元宇宙市场规模有望超1.5万亿，游戏领域应用最广
据Sensor Tower，2022年上半年期间，全球元宇宙应用已获得1.7亿下载，其中游戏应用下载量高达1.1亿，占比67.3%。可见游戏已经成为元宇宙应用最广的领域之一。 According to Sensor Tower, during the first half of 2022, global meta-cosm applications received 170 million downloads, of which 110 million were downloaded, or 67.3 per cent, of which the game has become one of the most widespread applications of meta-cosm. 在机构看来，内容及应用方面，元宇宙时代将会带来更好的内容及应用体验，典型如VR内容（游戏、影视、直播等）、数字藏品、电商服务等以及工业领域的数字孪生等，结合web 3.0概念的DAO、NFT、SocialFi、区块链游戏等业态都具备非常大的成长潜力。 In institutional terms, content and applications will lead to better content and application experiences, typically such as VR content (games, videos, live broadcasts, etc.), digital collections, electricity services, and digital twints in the industrial sphere. The industries of DAO, NFT, SocialFi, block-chain games, etc., combined with the Web 3.0 concept, have very high growth potential. 业界普遍认为，元宇宙尚处初期。处于早期也代表着元宇宙相关产业有着巨大的发展空间，随着技术发展、产业融合，元宇宙的落地也将逐步实现。据普华永道预测，2030年元宇宙市场规模将达到1.5万亿美元。摩根士丹利也预计，未来元宇宙潜在市场规模将超8万亿美元。 At an early stage, it also represented a huge development space for the industries associated with the metacospace, which, with technological advances and industrial convergence, will be gradually settled. According to PricewaterhouseCoopers, the market size of the universe in 2030 will reach $1.5 trillion. 据悉，2022上半年，元宇宙相关投融资保持强劲增长势头，全球范围内元宇宙相关投融资事件共205余件，总投融资规模超322亿元（未知数额的千万元级别融资按1000万元计算），分别达到了2021年全年投融资总额、投融资总数的2.3倍和3.2倍。 According to the information received, in the first half of 2022, there was a strong growth in meta-cosmos-related investment finance, with a global total of more than 205 investments in the meta-cosmos-related finance, totalling over $32.2 billion (an unknown sum of tens of millions of dollar-level finance is calculated at $10 million), which amounts to 2.3 times and 3.2 times, respectively, of the total investment in 2021. 元宇宙+游戏概念股成交趋向活跃 dollar universe + game concept active 2021年被称为元宇宙元年。在这一年里，概念产品层出不穷，入局玩家数不胜数，虚拟人、Web 3.0、NFT等成为新的热潮。在经过一年的火爆之后，A股元宇宙概念也由此转向调整。但近期部分概念股如国光电器（002045）、创维数字（000810）、三利谱（002876）等大幅上涨，重新点燃市场的热情。 The year 2021 is known as the Won-Cosmos Year. During that year, the number of conceptual products grew and the number of players in the Bureau became new. The concept of the A-Cosm changed as well after a year of fire. But recent concepts such as 数据宝统计，A股市场游戏行业公司中，布局元宇宙的公司仅14家。8月以来这些公司日均成交额均值达到3.45亿元，环比上个月增长13.5%。恺英网络（002517）、凯撒文化、天娱数科（002354）、宝通科技（300031）、完美世界（002624）、盛天网络（300494）等6家公司日均成交额环比增幅超过20%。凯撒文化日均成交环比增幅94.84%排在第二位。 Data statistics, only 14 companies in the A market games industry. Since August, these companies have reached an average value of 345 million yen per day, with an increase of 13.5 per cent over the previous month. 通常来说，股东户数越少，说明筹码呈持续集中趋势，在股价底部阶段，筹码集中迹象越明显，后市上涨潜力更高。而在底部阶段，成交放量，意味着有资金介入的迹象，后市反弹概率较高。 Typically, the smaller the number of shareholders, which indicates a continuing trend of concentration of chips, the more evidence of concentration of chips is visible at the bottom stage of the stock price, and the higher potential for growth in the post-market. At the bottom, the turnover implies a sign of financial intervention, with a higher probability of a backlash in the post-market. 在上述成交额环比增长的元宇宙+游戏概念股中，逾六成最新收盘价较年内高点回撤40%以上，凯撒文化便是其中之一。据公司在互动平台披露，截至8月19日，公司股东8.89万户。与二季度相比，公司股东户数减少幅度为6.24%。 One of the more than 60% of the dollar universe + game concept shares with the above-mentioned increase in the turnover ring is the return of more than 40% of the most recent harvests over the year, with Caesarian culture being one of them. According to the company's interactive platform, as at 19 August, there were 889,000 company shareholders. The number of company shareholders decreased by 6.24% compared to the second quarter.
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