Core Viewpoint - The gaming industry is experiencing significant growth in user activity and revenue, driven by strong supply and demand dynamics, as well as successful overseas operations, leading to positive half-year performance forecasts for many gaming companies [1][4]. Group 1: Company Performance - ST Huatuo expects a net profit of 2.4 billion to 3 billion yuan, representing a year-on-year increase of 107.20% to 159.00% [2][8]. - Youzu Network anticipates a profit of 40 million to 60 million yuan, with a year-on-year growth of 768.75% to 1203.13% [2][8]. - Zhejiang Shuju Culture forecasts a net profit of 330 million to 390 million yuan, an increase of 124% to 165% compared to the previous year [2][8]. - Perfect World is expected to turn a profit with a net profit of 480 million to 520 million yuan, compared to a loss in the previous year [3][8]. - Ice Age Network and WenTou Holdings also expect to turn losses into profits, with projected profits of 310 million to 400 million yuan and 0 to 5 million yuan, respectively [3][8]. Group 2: Industry Trends - The Chinese gaming market reached a size of 141.1 billion yuan from January to May, marking a 17% year-on-year increase, with mobile gaming contributing 105.2 billion yuan, up 20% [4]. - The approval of game licenses has normalized, with 884 domestic games approved from January to July 2025, an increase of 151 from the previous year [4]. - The overseas sales revenue of Chinese self-developed games reached 9.501 billion USD in the first half of the year, a year-on-year increase of 11.07% [5]. - AI technology is increasingly being integrated into game development, enhancing efficiency and creating competitive advantages for companies [6][7].
供需两旺叠加出海势头强劲 多家游戏公司“中考”业绩预喜
Shang Hai Zheng Quan Bao·2025-07-30 18:03