Core Insights - The total number of game licenses issued in 2025 is expected to reach 1,771, marking a 25.07% increase from 1,416 in 2024, the highest since the new regulations were introduced in 2018 [1] - The average number of licenses issued per batch in the second half of 2025 is projected to double to 160, compared to approximately 80 in 2023 [1] - The approval efficiency for game licenses is anticipated to accelerate, improving the business environment for game developers [1] License Distribution - Among the 1,771 licenses in 2025, 1,729 are for mobile games, 159 for PC games, 19 for web games, and 8 for console games [1] - The number of cross-platform products has increased by 23% [1] Market Trends - The use of high-end UE engines is expected to drive the supply of cross-platform key projects [1] - The increasing complexity of leading games is enhancing the user experience on PC platforms, with significant contributions from top projects in the Chinese market [1] Investment Opportunities - A new product cycle is underway as key new games from listed companies are being launched, suggesting potential investment opportunities in the gaming sector [1]
游戏ETF（516010）涨超4%，2025 年游戏版号总数创新高
Mei Ri Jing Ji Xin Wen·2026-01-05 06:59