Group 1 - The core viewpoint of the news highlights a significant increase in the issuance of game licenses in June, with 147 domestic and 11 imported games approved, marking a new high for the year [1] - The overall trend indicates that by the first half of 2025, a total of 757 domestic game licenses have been issued, continuing the normalized issuance pace observed this year [1] - Several key new games are set to launch, providing a positive outlook for the industry's performance in the second half of the year, including Tencent's "Under the Human" and Perfect World's "Otherworld" [1] Group 2 - According to the "May 2025 China Game Industry Monthly Report," the total market revenue reached 28.051 billion yuan in May, reflecting a year-on-year growth of 9.86% [2] - The esports game segment showed strong performance with sales revenue of 14.523 billion yuan, a year-on-year increase of 28.22% [2] - The continuous issuance of game licenses reinforces the sustainable growth logic of the gaming sector, supported by structural growth driven by the esports ecosystem and overseas product iterations [2]
游戏板块收盘领涨超5%,6月版号创22年以来单月新高,机构表示游戏增长逻辑夯实