高调并购、高额商誉减值、持续巨亏、股价暴跌的全通教育寻新主，这一次国资接手了这“烫手山芋”。

高溢价收购网游平台定位国际化

神经猫：愚蠢的人类，抓住我算我输！

“春天终于来了，提前感受‘春江水暖’的还有那些有实力的上市公司。”上述游戏业人士表示，H5游戏和其他游戏一样，IP至关重要，而那些手握成熟IP的上市公司，很可能随着市场的催熟而获益匪浅。

群兴玩具 (股票代码： 002575 ) 神州高铁 (股票代码： 000008 )

天舟文化(股票代码： 300148 ) 奥维通信(股票代码： 002231 )

而在此前，张剑曾专门就国内在游戏和互联网资产收购如何估值撰文发表观点认为，由于多数互联网公司在收购时都是亏损的，所以PE（市盈率）估值的方式将完全失灵，而轻资产特性导致PB（市净率）估值方式也不可靠，取而代之并相对有效的是PS（市销率）。

这样的背景下，微信“进场”变得理所当然。

农业细分板块受到业绩和政策双轮驱动。

中电电机 (股票代码： 603988 ) 王子新材(股票代码： 002735 )

ST山水(股票代码： 600234 ) 掌趣科技(股票代码： 300315 )

奥飞娱乐(股票代码： 002292 ) 中文传媒(股票代码： 600373 )

赛为智能(股票代码： 300044 ) 天润数娱(股票代码： 002113 )

苏宁云商(股票代码： 002024 ) 金瑞矿业(股票代码： 600714 )

A股游戏行业18家主要上市公司IP储备情况

骅威文化(股票代码： 002502 ) 恺英网络(股票代码： 002517 )

旋极信息(股票代码： 300324 ) 东方明珠(股票代码： 600637 )

值得注意的是，在该笔交易尚未落定之时，深交所再发问询函，这次是针对公司2018年年报。

加紧调研

随着三季报的逐步披露，机构也正在加紧对上市公司的调研。

联络互动(股票代码： 002280 ) 金利科技(股票代码： 002464 )

手游概念股有哪些？手游概念股一览

爆品的出现，让H5游戏一度被视作“新蓝海”。

“实际上，H5语言并非为游戏而生。”上述游戏业人士表示，正是底层引擎技术的革新，让H5游戏能够有精品面世。目前市场上，白鹭科技的白鹭引擎、触控科技的Cocos引擎以及搜游网络科技的Layabox引擎，形成了三分天下之势。

然而，从总市值上来看，公司目前以152亿元排名第14位，而公司还不到20倍的市盈率在整个板块中几乎垫底。传统业务加上国有体制，让公司的业绩缺乏想象力，这恐怕也是中文传媒最为尴尬的地方。

H5游戏行业2017年的市场规模在30-40亿元，随着用户认知度提高和消费 升级完成，未来潜在市场空间在300亿元以上，有望成为游戏行业除端游、页游、移动游戏 外的第四大细分行业。

在微信发布小游戏后，这三家的反应也非常迅速。Cocos首席客服王哲告诉记者，微信首发的 16款小游戏中，有一半使用了Cocos引擎，为此，Cocos Creator 1.8同步发布小游戏支持。几乎同时，白鹭引擎和Layabox引擎也宣布最新版本将正式支持微信小游戏开发。

白鹭引擎以《围住神经猫》一战成名，并于2016年4月挂牌新三板 。但是，公司在2017年11月份终止挂牌，数据显示，公司在2017年上半年亏损1946.9万元。

根据公开资料，统计了A股游戏行业18家主要上市公司的IP储备情况（如下表），发现上市公司对于IP的争夺已经趋于白热化。

证券时报股市大数据新媒体“数据宝”统计，截至今日下午收盘，上证综指3206.73点，收于五日均线之上，涨跌幅-0.11%，A股总成交额为6309.90亿元。到目前为止今日有269只A股价格突破了五日均线，其中乖离率较大的个股有财信发展、中衡设计(603017,股吧)、盛天网络(300494,股吧)等，乖离率分别为7.85%、7.66%、6.96%；朗姿股份(002612,股吧)、光明乳业(600597,股吧)、海翔药业(002099,股吧)等个股乖离率小，刚刚站上五日均线。

五日均线（元）最新价（元）乖离率（%）000838财信发展10.038.759.9710.757.85603017中衡设计9.986.3522.9224.687.66300494盛天网络10.0115.4642.0144.946.96002386天原集团10.026.398.849.446.76600679上海凤凰10.036.2020.5121.846.50000529广弘控股9.973.3511.5912.245.61002280联络互动6.5510.2317.9718.864.98300018中元股份7.6212.0913.9414.554.35300317珈伟股份6.452.8042.1843.894.05002643万润股份5.174.1539.4540.913.70600654中 安 消3.855.1119.7920.503.57600870厦华电子4.504.9710.1110.463.50600531豫光金铅6.0616.5610.0110.333.18300098高 新 兴4.105.3215.5316.013.09600682南京新百6.191.3930.6231.553.04300173智慧松德4.251.1219.3119.893.01002687乔 治 白4.877.3813.8014.212.94600617国新能源3.894.9811.9412.282.85300053欧 比 特4.736.4515.5115.952.84000989九 芝 堂3.531.5024.5225.192.72002284亚太股份3.543.6916.5116.962.70603299井神股份4.1325.1218.1818.662.62600062华润双鹤4.671.2322.9423.542.62002713东易日盛3.874.9828.2328.962.59002667鞍重股份4.333.9732.6633.512.59600734实达集团4.526.8216.9117.342.54300167迪威视讯3.574.1215.5615.952.48002357富临运业2.843.7316.2616.662.47300309吉艾科技3.532.2220.3120.812.47002032苏 泊 尔3.790.4035.2736.132.44000002万 科A4.821.5326.3026.942.44603996中新科技3.1215.3325.8326.432.32603166福达股份3.2113.0320.7621.242.32000669金鸿能源4.092.3717.1617.552.28000596古井贡酒2.951.2249.1850.292.25002211宏达新材2.778.8515.9816.332.22300096易 联 众2.903.3020.1420.582.18600800天津磁卡2.634.099.9110.132.18300069金利华电3.872.0545.7046.682.15600609金杯汽车3.721.857.107.252.14600230*ST 沧大2.102.3218.0618.442.12002185华天科技2.602.8312.7613.032.10002373千方科技2.794.8816.2616.602.09300083劲胜精密3.023.728.368.532.03300249依 米 康3.321.4915.8816.181.90300002神州泰岳2.241.8710.3310.521.88300256星星科技2.677.1614.7014.981.88002137麦达数字2.2117.7916.3216.621.86002086东方海洋2.552.4710.6610.851.78002074国轩高科2.195.2435.2935.921.78000068华控赛格2.251.709.399.561.77000532力合股份2.102.9022.4922.881.74002520日发精机1.801.1614.4614.711.71603901永创智能2.597.1716.0016.271.71300136信维通信3.071.4624.7325.151.71600843上工申贝3.4211.1718.1318.431.68002382蓝帆医疗2.471.4913.0613.281.67002511中顺洁柔2.411.1220.4720.811.64600728佳都科技2.302.709.639.791.64300032金龙机电2.541.8717.5017.781.61300385雪浪环境2.235.3441.0341.681.59002491通鼎互联2.801.0517.3517.621.58600566济川药业3.292.7532.1532.651.55603368柳州医药1.808.7489.6291.001.54300093金刚玻璃2.753.9724.6925.071.54002766索菱股份2.695.6740.6041.221.52600809山西汾酒1.841.2422.9523.301.51300242明家联合3.887.3216.3516.601.50300181佐力药业2.835.4511.1011.271.49002727一 心 堂1.672.5522.2222.551.49002045国光电器2.565.3614.1914.401.49600826兰生股份1.761.8029.0029.421.43600641万业企业2.342.2513.4013.581.37000981银亿股份2.080.5310.1710.311.34600825新华传媒1.720.919.369.481.33300527华舟应急3.219.8036.4736.951.32300235方直科技2.796.3426.5326.881.30002364中恒电气1.450.7524.1124.421.29000523广州浪奇2.382.4012.7512.911.29002245澳洋顺昌2.793.4410.2010.331.27000570苏常柴A1.041.369.589.701.27600405动 力 源1.442.5712.5212.681.25603808歌 力 思3.802.9733.4733.881.23300422博 世 科1.694.2741.0441.541.22002145中核钛白2.206.866.906.981.22000911南宁糖业2.232.5321.2721.531.20000530大冷股份1.952.8611.3611.501.20603669灵康药业1.998.1834.8835.291.18600838上海九百2.698.1517.3317.531.17600822上海物贸2.382.7415.3115.491.16000418小天鹅A1.530.4632.7133.091.16002590万安科技1.361.6023.6223.891.16300204舒 泰 神2.140.6719.3419.561.16600869智慧能源1.170.688.558.651.15002523天桥起重1.752.697.497.571.12603588高能环境1.450.7733.7934.171.12600211西藏药业2.811.4055.0655.671.10000525红 太 阳2.340.7716.4816.651.06600128弘业股份2.172.8516.7716.951.05002017东信和平1.041.6315.3515.511.04002712思美传媒2.173.0233.1133.451.04002569步森股份1.412.0847.6848.171.02000915山大华特2.932.2148.3048.791.02600753东方银星1.601.7432.0032.331.02002461珠江啤酒1.360.5913.3213.451.01603108润达医疗1.991.9030.9631.270.99300332天壕环境1.161.3110.3710.470.98002601佰 利 联1.212.1414.0514.190.98002769普 路 通1.573.2325.5825.830.98300303聚飞光电2.073.1110.2710.370.95002136安 纳 达2.263.2617.0717.230.95300122智飞生物1.000.4018.0218.190.94300258精锻科技1.751.3515.5615.700.93000780平庄能源1.697.787.167.230.92300119瑞普生物2.221.6019.1219.300.92300294博雅生物1.441.0462.6363.200.91603111康尼机电1.071.5614.9515.090.91000402金 融 街1.621.1611.1911.290.89002691冀凯股份2.891.3928.2728.520.89002078太阳纸业2.711.166.776.830.89000707双环科技5.839.1210.0810.170.87002394联发股份0.951.3617.9318.080.86000028国药一致1.490.3873.7674.390.85000048康 达 尔1.240.5434.8935.190.85002575群兴玩具3.731.2113.7913.900.83603366日出东方1.271.0210.3010.380.82000936华西股份0.851.5710.5710.660.81002108沧州明珠1.221.7922.1822.360.81002699美盛文化1.260.5734.3234.600.81002682龙洲股份0.602.4014.8614.980.81002304洋河股份0.970.1567.8268.350.79002568百润股份2.191.9623.6723.850.78600865百大集团1.082.1812.9713.070.77600311荣华实业2.513.607.307.360.77600766园城黄金2.635.6217.0617.190.76300092科新机电1.253.0815.2415.360.76002095生 意 宝1.111.6849.5549.920.75002542中化岩土0.840.948.318.370.75002558世纪游轮4.0116.5866.4966.990.75002345潮 宏 基1.681.4610.8410.920.74002148北纬通信2.154.2822.2122.370.73002705新宝股份2.042.8817.9118.040.73002562兄弟科技1.052.3816.2616.380.73300240飞 力 达1.573.9412.8112.900.70300114中航电测0.630.5726.8727.060.70603018中设集团1.362.2836.2936.540.69603818曲美家居0.971.9419.5719.700.68002147新光圆成3.577.2817.8717.990.68600076康欣新材1.745.6912.2012.280.67600521华海药业1.430.4124.7024.860.66002415海康威视0.580.2524.1924.340.64002119康强电子2.432.3921.7721.910.63600312平高电气0.541.0316.7316.840.63002183怡 亚 通1.191.6512.6512.730.63300039上海凯宝1.251.6211.3011.370.60600467好 当 家1.963.984.664.690.60000687华讯方舟0.660.9618.2418.350.59000999华润三九1.120.3926.9427.100.59000587金洲慈航1.082.0415.7815.870.58600066宇通客车1.190.7320.3220.440.57002012凯恩股份1.902.4110.6410.700.56000633*ST 合金3.743.5212.1512.220.56300029天龙光电0.664.7615.1215.200.56002196方正电机0.884.5628.4028.550.54300406九强生物1.211.5424.8725.000.53002132恒星科技2.492.546.156.180.52600136当代明诚1.421.6019.9420.040.50002264新 华 都0.542.8611.0411.090.49603919金 徽 酒2.017.9135.3335.500.48600370三 房 巷1.552.077.177.200.47600976健民集团1.341.2034.7034.860.47600120浙江东方1.341.9931.6731.820.47600248延长化建1.041.997.727.760.47002293罗莱生活1.070.4314.1614.230.47603589口 子 窖1.171.7934.4334.590.46600261阳光照明0.630.737.897.930.46000030富奥股份0.660.329.109.140.44002176江特电机0.571.4112.4012.450.44600819耀皮玻璃0.890.877.877.900.43600980北矿科技1.012.5726.8426.950.42000921海信科龙1.470.9310.9611.010.42000590启迪古汉1.400.8122.4122.500.42300014亿纬锂能1.312.2633.8033.940.41300068南都电源0.391.0220.7520.830.40300031宝通科技0.491.8424.6824.780.40000607华媒控股0.991.8615.1915.250.38300339润和软件0.322.4434.0334.160.38601999出版传媒1.404.0213.6813.730.37002416爱 施 德0.901.0816.8416.900.36000026飞亚达A0.942.3715.0215.070.35002397梦洁股份0.921.108.798.820.34002556辉隆股份0.321.839.399.420.34002726龙大肉食0.843.2218.0318.090.33603958哈森股份1.797.5239.7639.890.33002414高德红外0.390.4525.9326.010.32000718苏宁环球1.531.589.909.930.32600690青岛海尔0.400.359.969.990.32002298中电鑫龙0.591.3515.2915.340.31002472双环传动0.301.0413.2513.290.30000421南京公用0.800.8410.0310.060.30603601再升科技0.632.6519.0919.150.29000679大连友谊1.832.9614.4514.490.29600300维维股份2.001.467.117.130.28300428四通新材0.558.1632.6932.770.25002042华孚色纺0.421.0312.0612.090.25000858五 粮 液1.340.5734.7334.810.23002335科华恒盛1.530.9346.2546.350.22002249大洋电机0.201.079.839.850.22600750江中药业0.240.7833.7233.790.22002024苏宁云商0.630.8511.1611.180.22300176鸿特精密1.263.0632.9433.010.21300322硕 贝 德1.001.5718.1518.190.21300094国联水产1.311.767.727.740.21002085万丰奥威1.910.2121.2821.320.21600887伊利股份1.180.7617.9317.970.20600649城投控股0.610.7219.7319.770.19002613北玻股份0.962.528.368.380.19002701奥 瑞 金0.640.749.469.480.19600373中文传媒0.260.2723.1423.180.19300409道氏技术0.532.4443.3543.430.19601607上海医药0.600.3820.2120.250.19002301齐心集团1.080.3823.3023.340.18300145中金环境1.200.8626.9126.960.18002572索 菲 亚0.590.3257.3957.490.18600891秋林集团2.166.0111.3111.330.18002169智光电气1.131.8319.5919.620.17600455博通股份0.270.7863.0363.140.17603128华贸物流1.641.4510.5410.560.17000429粤高速A0.850.777.097.100.17002694顾地科技0.350.5531.5031.550.16002424贵州百灵0.320.5422.2622.290.15600259广晟有色1.683.9059.3459.430.15600461洪城水业0.371.528.108.110.15600662强生控股0.332.3812.1612.180.15600309万华化学1.070.3220.7620.790.14300484蓝海华腾2.015.56101.04101.190.14600332白 云 山0.310.6425.5625.600.14300015爱尔眼科0.270.4032.9432.990.14002390信邦制药0.601.0610.1310.140.14600536中国软件0.621.5429.0929.130.13600850华东电脑0.440.6527.5827.620.13000513丽珠集团0.860.8558.4358.500.13300183东软载波7.811.9926.6926.720.12600436片 仔 癀0.250.3347.2147.260.11600267海正药业1.150.7314.0214.030.10600258首旅酒店0.520.7425.3325.350.09600419天润乳业0.261.6958.2258.270.09002123梦网荣信0.241.1416.4116.420.09600299安 迪 苏0.000.4014.1314.140.08600697欧亚集团0.611.4334.3934.420.08300413快 乐 购1.706.0028.6928.710.08300043星辉娱乐0.802.4512.5412.550.06000501鄂武商A0.841.4119.3019.310.06300439美康生物0.872.0534.8934.910.06600751天海投资1.051.1610.5610.570.06603020爱普股份0.181.8222.7622.770.05000978桂林旅游0.341.1911.9611.970.05300073当升科技0.412.8751.9351.950.05600060海信电器0.400.8517.4917.500.05300255常山药业0.440.939.129.120.04300342天银机电0.530.5524.8224.830.04600721*ST 百花0.430.4218.8718.880.03002407多 氟 多0.312.8432.2632.270.03300199翰宇药业0.000.8820.7020.710.03001979招商蛇口0.480.8616.6816.680.02002674兴业科技0.920.7518.7318.730.02002099海翔药业0.511.339.789.780.02600597光明乳业0.290.3414.0714.070.01002612朗姿股份0.932.0921.7921.790.01

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