Core Viewpoint - The approval of 145 domestic online games and 11 imported games indicates a robust demand in the gaming industry, with expectations of sustained high prosperity and potential for longer-than-expected growth cycles [1] Industry Analysis - The gaming industry is characterized by strong demand across various segments, including PC games, mobile games, console games, and interactive entertainment, driven by emotional consumption needs such as stress relief and social interaction [1] - The current valuation of the gaming sector remains attractive, suggesting a favorable investment opportunity [1] Company Insights - Game companies are transitioning from a project-based model to a focus on quality, reflecting the maturation of the Chinese gaming market and the elevated aesthetic standards of players [1] - The lifecycle of individual games has significantly increased, with a trend towards producing fewer but higher-quality titles [1] - The popular genre of SLG (Simulation and Strategy Games) is expected to benefit from long-term operational strategies, moving away from traditional project-based labels, which may enhance overall sector valuations [1]
机构：游戏行业将延续高景气
Zheng Quan Shi Bao Wang·2025-09-25 01:21