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上海汇正财经:游戏市场7月环比增长8.14%

Group 1: Chinese Game Market Performance - The overall game market in China achieved a revenue of 29.084 billion yuan in July 2025, with a month-on-month growth of 8.14% and a year-on-year growth of 4.62% [1] - The mobile game market generated a revenue of 21.360 billion yuan, showing a month-on-month increase of 6.36% and a year-on-year increase of 0.92%, driven by strong performance of new and mature products [1] Group 2: Global Game Market Insights - The global mobile game revenue in July 2025 was 30.7 billion yuan, reflecting a year-on-year decline of 9.33%, with the top three revenue-generating countries being the United States, China, and Japan [3] - In July, 32 Chinese companies made it to the global mobile game publisher revenue TOP 100, collectively earning 1.95 billion USD, which accounted for 34% of the total revenue of the TOP 100 publishers [3] Group 3: Revenue Rankings and Dominance - In the China App Store iPhone game revenue ranking for July 2025, Tencent's games occupied 7 out of the top 10 positions, maintaining a dominant market position [4] - The top five games included "Honor of Kings," "Peacekeeper Elite," "Delta Force," "Endless Winter," and "Dungeon & Fighter: Origin," with Tencent holding 4 of these spots [4] Group 4: Overseas Market Performance - The revenue from self-developed games in overseas markets reached 1.693 billion USD in July 2025, with a month-on-month increase of 8.20% and a year-on-year increase of 6.76% [5] - "Honkai: Star Rail" saw a significant revenue surge of 290% due to popular comic IP collaborations and limited-time promotional activities, ranking first in overseas mobile game revenue growth [5] Group 5: Investment Analysis - The Chinese game market showed stable growth in July 2025, driven by both new and mature products, indicating a robust growth momentum for the industry [7] - Companies with rich license reserves, strong R&D capabilities, quality IP collaborations, and stable content output are recommended for attention [7]