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中信证券:A股游戏公司逐步进入新的产品周期 多元产品上线带动相关公司业绩持续增长
news flash·2025-07-23 01:04

Core Viewpoint - The report from CITIC Securities indicates that A-share gaming companies are gradually entering a new product cycle, driven by the issuance of game licenses and the launch of diverse products, which is expected to lead to sustained growth in related companies' performance [1] Group 1 - In July, 127 domestic games and 7 imported games received licenses, marking a normalization in the issuance of game licenses [1] - The new product cycle is anticipated to benefit companies with a rich product reserve, highlighting the importance of product diversity in driving performance [1] - The report also emphasizes the potential of AI to empower the gaming industry, suggesting a focus on companies that leverage AI technology [1]