国内主要游戏公司均在大幅提升AI投入，AI技术赋能全链路环节，或为游戏行业带来显著增量

Group 1 - The core viewpoint is that multiple positive factors are driving the performance growth of A-share gaming companies, with most companies reporting increased earnings in their 2025 semi-annual reports [1] - The Chinese gaming industry showed steady growth in the first half of the year, with actual sales revenue reaching 168 billion yuan, a year-on-year increase of 14.08%, and the user base growing to nearly 679 million, up 0.72%, both hitting historical highs [1] - The continuous issuance of game licenses has added positive momentum to the industry, with 166 domestic games receiving licenses in August, marking the highest monthly issuance this year [1] Group 2 - Major domestic gaming companies are significantly increasing their investments in AI, which is enhancing operational efficiency [2] - Companies like Youzu Network have built integrated AI platforms to improve the quality and efficiency of various stages in game production, including art assets and game testing [2] - 37 Interactive Entertainment reported that over 80% of 2D art assets in the publishing process are generated with AI, producing over 500,000 images quarterly, while AI-generated game advertisement videos account for over 70% [2] - Perfect World has fully integrated AI tools into its development pipeline, significantly enhancing research and development efficiency through the large-scale application of AIGC (Artificial Intelligence Generated Content) production tools [2] - The gaming sector is experiencing multiple catalysts, including AI, content, and commercialization model transformations, with opportunities for investment in gaming ETFs tracking the performance of A-share listed companies in the animation and gaming industry [2]