Core Viewpoint - The Chinese gaming industry is experiencing strong growth this year, supported by favorable policies and a surge in new product launches during the summer season, indicating a potential new development cycle for the industry [1][2]. Policy Support - Multiple regions, including Beijing, Shenzhen, and Zhejiang, have introduced supportive policies aimed at enhancing the competitiveness of the gaming and esports sectors [1]. - Beijing's recent policy includes 11 measures to stimulate market activity and improve the development environment [1]. - Zhejiang's measures focus on financial support for game exports and establishing a statistical mechanism for tracking game exports [1]. - Shenzhen has implemented policies offering one-time rewards of up to 10 million yuan for outstanding gaming companies and has streamlined the game license application process [1]. Market Potential - The gaming industry is showing significant potential, with the global gaming market projected to reach 1,216.335 billion yuan in 2024, reflecting a year-on-year growth of 3.31% [3]. - The domestic gaming market is expected to achieve a record revenue of 455.06 billion yuan in 2024, with a compound annual growth rate of 26.8% over the past two decades [3]. - Chinese self-developed games are accelerating their overseas sales, with actual revenue expected to reach 18.557 billion USD in 2024, marking a year-on-year increase of 13.39% [3]. Market Performance - The gaming sector has shown a steady upward trend in the secondary market, with an overall increase of 24.09% year-to-date as of June 19 [4]. - Specific ETFs related to the gaming industry have also reported significant gains, with some nearing a 20% increase this year [4]. - Experts suggest that while the short-term recovery trend is evident, long-term sustainability will require continuous innovation due to the short lifecycle of most blockbuster games [4].
游戏产业景气度攀升 有望迎来新一轮发展周期
Zheng Quan Ri Bao·2025-06-20 16:50