Ge Long Hui·2025-08-04 03:56Core Viewpoint - The A-share gaming stocks have collectively surged, driven by the expansion of the female micro-horror gaming segment, which is gaining traction since the second half of 2024 [1] Group 1: Market Performance - Major gaming stocks such as Giant Network and Shenzhou Taiyue saw increases of over 8%, while Huaru Technology rose by 6.5%, and Beiwai Technology increased by 5% [2] - Other companies like Bingchuan Network, Zheshu Culture, Sanqi Interactive Entertainment, and Chuling Information also experienced gains exceeding 2% [1] Group 2: Industry Insights - CITIC Securities' research report indicates that the female micro-horror gaming segment is expanding, incorporating elements of micro-horror, treasure hunting, and social casual gaming, leading to rapid growth [1] - Giant Network's upcoming game "Supernatural Action Group," set for release in 2025, features a unique gameplay style and has collaborated with major Chinese cultural IPs since April [1] Group 3: Global Market Trends - According to SensorTower's report, the global mobile and PC gaming market is expected to regain growth momentum, with a projected market size exceeding $120 billion by 2028 [1] - The global mobile game in-app purchase revenue is anticipated to grow by 4% in 2024, surpassing 2020 levels, and is expected to continue growing by 6% in 2025, reaching $85.4 billion [1]