KINGNET(SZ:002517) Sou Hu Cai Jing·2025-09-16 06:01Group 1 - The gaming sector is experiencing a strong performance, driven by new product releases and industry recovery, with a notable increase in average net profit expected in the first half of 2025, projected to grow by 118.64% year-on-year [1] - Several listed companies have launched quality products, with key highlights including: - Haikang Network's information service revenue reaching 657 million yuan, a 65% increase year-on-year - Perfect World's game "Yihuan" expected to start paid testing in Q4 - Giant Network's "Supernatural Action Group" showing significant improvement in sales rankings in August - G-bits' "Staff Sword Legend" maintaining a top 40 position in domestic sales rankings from August to September [1] Group 2 - The gaming market has shown rapid revenue growth from January to July, with a total of 1,119 game licenses issued from January to August, marking a 20.8% year-on-year increase - In July, the Chinese gaming market revenue reached 29.1 billion yuan, a 4.7% year-on-year increase, while the mobile gaming market's actual sales revenue was 21.4 billion yuan, up by 0.9% [2] - The gaming sector is positioned for upward correction due to low valuations, new product launches, regulatory policies, and AI applications, with a focus on the performance of new products [2]