CENTURY HUATONG(SZ:002602) Mei Ri Jing Ji Xin Wen·2025-08-02 13:56Core Viewpoint - The year 2025 is anticipated to be a pivotal year for the explosion of AI applications in the domestic market, particularly in the gaming industry, with numerous AI applications expected to emerge [1] Group 1: AI Integration in Gaming - AI tools have deeply penetrated the entire game development process, from concept art generation to 3D model creation, leading to reduced costs and shorter development cycles while also innovating creative supply methods [2][3] - The transition from cost reduction to quality enhancement is evident, as AI can generate more 3D models at a faster pace, improving experimental efficiency and enriching creative options, ultimately enhancing user experience [4] - AI's impact on the gaming industry is seen in two clear paths: current tool innovation and future gameplay reconstruction, with AI-generated content becoming a norm in production [4][6] Group 2: Investment and Evaluation Logic - The evaluation of "AI + gaming" projects emphasizes returning to the essence of gaming, focusing on whether the team understands target users and gameplay mechanics, with quality and user acceptance as prerequisites [10] - The understanding of AI models and their application in specific domains is crucial for project success, as it determines the project's potential ceiling [10] - The entrepreneurial landscape in the "AI + gaming" sector is characterized by teams combining game developers and AI experts, fostering innovative ideas and frameworks that benefit the entire industry [11] Group 3: Technical Advancements - A significant breakthrough for the company in the past year was establishing a connection between large models and game engines, creating a "PaaS layer" that translates language commands into game actions [12] - The rapid evolution of AI's multi-modal capabilities has improved the precision of AI-generated 3D models, meeting game development standards [12] - The demand for computational power is surging due to AI's deep integration, necessitating a shift in team structures to include talents proficient in large models and engine integration [13] Group 4: Industry Trends - The domestic gaming market is entering a phase of stock competition, while overseas markets present growth opportunities, with trends indicating a rise in high-quality AAA games and continuous micro-innovations in gameplay [13]