智通财经网·2025-09-10 06:39Group 1 - Tencent's gaming revenue is expected to grow by 16% for the year, despite a decline in domestic game revenue due to high base effects from previous titles [1] - New game launches are expected to offset the decline in older game revenues, with a strong pipeline of upcoming titles [1] - Tencent's overseas revenue increased by 4.7 billion yuan, driven by games like "Clash Royale," which saw significant growth in both year-on-year and month-on-month comparisons [1] Group 2 - NetEase's mobile game revenue maintained a year-on-year increase of 2 billion yuan, supported by new titles and the performance of "Egg Party" [2] - The overseas revenue for NetEase grew by 0.5 billion yuan, benefiting from new game releases [2] - Upcoming new games include Tencent's "Valorant: Source Action," which is projected to generate 5-7 billion yuan in its first month, and NetEase's "Destiny: Stars," expected to exceed 1 billion yuan in its first month [2]