
Core Insights - The empowerment of AI in the gaming industry is becoming a consensus among stakeholders [1] - Identifying quality gaming investment targets and teams has emerged as a new challenge [2] - The "Shulong Cup" competition initiated by Century Huatong aims to discover outstanding AI talent and teams in the gaming sector [2] AI Integration in Gaming - AI's current involvement in gaming primarily focuses on design aspects such as original artwork, concept creation, character illustrations, and 3D modeling [3] - Century Huatong has signed cooperation agreements with numerous startups in the AIGC field, covering various content production stages [3] - Despite the lack of significant cost reduction and efficiency gains due to insufficient computing power and skilled personnel, the direction of AI integration is widely recognized in the industry [3] - The challenge lies in how AI can enhance gameplay innovation while improving production efficiency [3][9] Innovations and Case Studies - The "Best AI Game Content Design Award" was awarded to "Mystery Reasoning," where players interact with AI-controlled NPCs to gather clues [4] - The NPCs in the game exhibit strong anthropomorphic traits, enhancing player immersion through witty dialogues [5][6] - "1001 Nights," which won the "Best AI Game Innovation Award," utilizes a large model to generate dynamic content based on player inputs, pushing the narrative forward [6] - Century Huatong's popular game "Endless Winter" also incorporates AI-generated storylines, although it still requires significant human editing [7] Market Trends and Financial Performance - The gaming industry is experiencing a high demand and supply dynamic, with many companies turning profitable this year [8] - Century Huatong's net profit attributable to shareholders is expected to more than double year-on-year in the first half of 2025 [8] - The number of game licenses issued has increased significantly, with over 800 licenses granted in the first half of the year, marking a growth of over 20% [8] Investment Landscape - Investment in AI gaming projects remains relatively low compared to the hot AI infrastructure sector [12] - Many investment institutions are still in the early stages of investing in AI gaming, primarily focusing on initial funding rounds [13] - Key factors for evaluating AI games include understanding the target audience, ensuring high-quality gameplay, and effectively integrating AI technology with the gaming experience [14]