从2025年产业年会看游戏行业：出海与AI仍是“黄金之路”

Core Insights - The 2025 China Game Industry Conference highlighted that the domestic game market is projected to achieve actual sales revenue of 350.79 billion yuan, a year-on-year increase of 7.68%, with a user base of 683 million, reflecting a growth of 1.35% [1] - The growth in market revenue and user base is attributed to several factors, including improved quality of mobile games, successful performance of long-standing titles, strong growth in mini-program games, and cross-platform product compatibility [1] - The industry is entering a new phase driven by policy and market collaboration, with positive signals from the government regarding the game industry as a key carrier of cultural and technological integration [1] Market Performance - The actual sales revenue from self-developed games is expected to reach 291.1 billion yuan in 2025, marking an 11.64% year-on-year increase [2] - Revenue from self-developed games in overseas markets is projected to be approximately 20.46 billion USD (about 144.06 billion yuan), with a year-on-year growth of 10.2% [2] - The overseas revenue from self-developed mobile games is estimated at 18.48 billion USD, reflecting a growth of 13.16% [2] Global Expansion Strategies - Major game companies are focusing on "premiumization" and "globalization" strategies, actively exploring overseas markets while integrating AI technologies to enhance production efficiency and content quality [2][3] - Successful examples include adapting game narratives and content to fit local cultural preferences, as demonstrated by the success of titles like "Diablo Immortal" and "Yanyun Sixteen Sounds" in international markets [3] AI Integration in Gaming - The integration of AI technologies is becoming a focal point for innovation within the gaming industry, with expectations for AI-native games to reach a revenue scale exceeding 30 billion yuan by 2027 [4] - AI tools are being utilized to enhance content development and localization processes, significantly improving translation efficiency and cultural expression [5] - The gaming industry is positioned as a leading application area for advanced technologies, fostering a reciprocal relationship between AI advancements and game product innovation [5]