10月国内游戏市场收入达313.59亿元，AI深度赋能研发与运营，推动降本增效与体验升级并进

Core Insights - The Chinese domestic gaming market revenue reached 31.359 billion yuan in October 2025, with a month-on-month growth of 5.66% and a year-on-year growth of 7.83% [1] - The mobile gaming sector was the main contributor to the growth, with several products benefiting from anniversary celebrations, version updates, and related activities [1] - The client game market emerged as the primary growth driver year-on-year, with mature products and several cross-platform products contributing several billion yuan in incremental revenue [1] AI Integration and Industry Upgrades - AI is significantly enhancing research and operations in the gaming industry, leading to cost reduction and efficiency improvements [1] - Companies like G-bits are utilizing AI platforms to achieve substantial cost savings in art asset generation [1] - Companies such as Kaiying Network are shortening development cycles to hourly levels through "AI+IP" integration, showcasing diverse applications of AI in gaming [1] - Giant Network is merging AI with gameplay, introducing a "mixed confrontation" competitive mechanism in its game "Space Kill" [1] - Shenzhou Taiyue has launched an intelligent voice robot, avavox, based on its self-developed voice semantic PaaS, improving interaction reliability [1] - The large-scale implementation of AI technology is driving upgrades across the entire industry chain, enhancing both manufacturer competitiveness and player experience [1] Market Trends and Investment Opportunities - The gaming sector is experiencing multiple catalysts, including AI, content, and commercialization model transformations [2] - The gaming ETF tracks the CSI Animation and Gaming Index, reflecting the overall performance of A-share listed companies in the animation and gaming industry, presenting investment opportunities in gaming ETFs [2]