PWRD(SZ:002624) Sou Hu Cai Jing·2025-08-14 02:14Core Viewpoint - The gaming sector is experiencing a strong performance, with notable growth in revenue from Chinese mobile games overseas, indicating the effectiveness of domestic companies' global strategies [1][2]. Group 1: Market Performance - On August 14, the gaming sector showed resilience, with the gaming ETF (159869) rising nearly 1.5% [1]. - Among the top gainers were companies like Ice Glacier Network, Giant Network, Zhejiang Shuzhu Culture, Shenzhou Taiyue, and Kaiying Network, while companies such as Beiwai Technology, Shunwang Technology, and Baotong Technology faced declines [1]. Group 2: Revenue Growth - According to Sensor Tower, the mobile game "Kingshot" by Diandian Interactive ranked second in the July revenue list, with a 34% month-on-month increase, achieving a total global revenue of over $200 million by the end of July [1]. - Perfect World’s game "Persona 5: The Phantom X" debuted at 23rd on the list, with a remarkable 128% increase in revenue month-on-month [1]. Group 3: Industry Trends - The performance of Chinese mobile games overseas is robust, showcasing significant revenue growth for multiple titles, which highlights the success of domestic companies' global expansion efforts [1]. - The current trend in Chinese gaming exports is characterized by a "blooming" situation, necessitating the consolidation of existing advantages while also fostering new growth points [1]. - Companies are encouraged to diversify their game offerings, balancing traditional and innovative elements to meet the diverse global market demands, thereby creating a more competitive product matrix for overseas markets [1].