Mei Ri Jing Ji Xin Wen·2025-09-02 13:37Core Insights - The domestic gaming industry in China shows a strong recovery trend, with 26 listed gaming companies reporting their performance for the first half of 2025, indicating a mix of profit growth and declines among these companies [2][3]. Industry Overview - The actual sales revenue of the domestic gaming market reached 168 billion yuan in the first half of 2025, marking a year-on-year growth of 14.08%, with the user base nearing 679 million, a 0.72% increase, both hitting historical highs [2]. - A total of 766 domestic online games received approval for release in the first half of 2025, a 21.97% increase compared to 628 games in the same period of 2024, highlighting supportive policies for the industry [2]. Company Performance - Among the 26 listed gaming companies, 11 reported increases in both revenue and profit, while 7 experienced declines in both metrics, and 4 faced revenue growth without profit increase [1]. - Perfect World achieved a net profit of 503 million yuan in the first half of 2025, turning around from losses, driven by successful game launches and a focus on long-term user engagement [4]. - Icefire Network also turned a profit, with a significant reduction in sales expenses attributed to a shift towards refined operations and resource efficiency [4]. - G-bits reported an increase in net profit due to a strategic overhaul of its product lineup, focusing on core self-developed products and high-quality agency products [5]. Challenges and Market Dynamics - Some companies, like Changyu Technology, faced significant profit declines, with a 65.58% drop in net profit due to the lifecycle of older products and a lack of new releases [6]. - Shenzhou Taiyue reported a 12.05% decrease in total revenue, primarily due to a 16.41% drop in gaming revenue, as its existing titles transitioned to a stable growth phase [7]. Technological Integration - Major gaming companies are increasingly integrating AI technology into their development and distribution processes, with companies like 37 Interactive Entertainment reporting that over 80% of their 2D art assets are generated using AI [8]. - Century Huatong is focusing on computational power, participating in AI computing center projects that have shown rapid revenue and profit growth [9]. - The application of AI is enhancing operational efficiency, with tools that automate testing and content generation, significantly reducing costs and improving productivity [9][10]. Future Outlook - The gaming industry is shifting its core driving force from scale expansion to deep integration of technology and content, with a focus on balancing short-term profitability with long-term technological investments [11].