【2602观察】世纪华通：用体系化能力做“游戏沪十条”的“放大器”

Core Viewpoint - Shanghai has introduced significant policy measures to support the gaming and esports industry, aiming to create a robust ecosystem and enhance technological and capital empowerment, with annual special funding from the government [1][11]. Group 1: Industry Growth and Economic Impact - The overall contribution of China's gaming and related industries is expected to exceed 1.2 trillion yuan in 2025, with a core layer generating 497.2 billion yuan, an associated layer of 554.8 billion yuan, and a radiation layer of 173 billion yuan [12]. - Shanghai's online gaming industry is projected to achieve sales revenue of 170.7 billion yuan in 2025, marking a year-on-year growth of 9.57%, with overseas revenue expected to reach 30.3 billion yuan, growing by 13.7% [14]. Group 2: Technological Innovation - The policy emphasizes strengthening technological empowerment, particularly in AI and game development tools, aligning with the company's long-term technological strategies [15]. - The company has integrated AI technology into approximately 80% of its game development processes, significantly enhancing production efficiency by 60% to 80% [15][16]. Group 3: Cultural Integration and IP Development - The policy encourages the integration of game IP with traditional culture and local brands, fostering a new model of cultural and commercial synergy [17]. - The company has successfully leveraged its classic IPs, such as "Legend World" and "Dragon Valley," to create immersive cultural experiences, exemplified by collaborations during events like ChinaJoy [20]. Group 4: Collaborative Ecosystem and Future Prospects - The company recognizes the long-term value of the policy as a catalyst for sustained growth, emphasizing the synergy between policy support and corporate innovation [21]. - The upcoming relocation of the company and its partners to the Shanghai Technology Innovation Building is expected to enhance collaboration with leading research institutions, further driving innovation and resource aggregation [16][18].