3 6 Ke·2026-01-12 08:32Industry Overview - The year 2025 is described as a "new era" for the ACGN (Animation, Comic, Game, Novel) industry in China, marking significant changes in animation films, series, and AI-driven content [1] - The Chinese animation film "Nezha: Birth of the Demon Child" achieved a record-breaking box office of 15 billion yuan, while "The Wandering Earth" set new records for 2D animation films [1] - The gaming industry continues to grow steadily, with major companies like Tencent and NetEase launching new blockbuster products [1] Animation and Content Trends - 2025 is seen as a transformative year for Chinese animation series, with changes in platform policies and content planning, as well as a focus on female-oriented themes to escape content homogeneity [1] - AI-driven comic series are gaining traction, with platforms like iQIYI and others recognizing the potential of AI technology in the entertainment sector [1] - The rise of AI comic series is reminiscent of the past boom in the comic industry, leading to increased competition and potential market consolidation by 2026 [1] Gaming and E-sports Developments - The gaming industry is experiencing stable growth, with total revenue continuing to increase year-on-year, and new competitive products emerging from major players [1] - 2025 is also noted as a pivotal year for Chinese e-sports projects expanding globally, despite mixed results in international competitions [2] - The first e-sports Olympics is scheduled for 2027, indicating a growing recognition of e-sports on a global stage [7] Financial Performance and Market Dynamics - The report from the Chinese gaming industry indicates a total of 1,771 game licenses were issued in 2025, marking a 25% increase from 2024, with a diverse range of game types being approved [124] - Companies like Reading Group reported a total revenue of 8.12 billion yuan in 2024, a 15.8% increase year-on-year, showcasing the industry's robust growth [19] - Kinsan Software reported a revenue of 10.318 billion yuan in 2024, with a significant increase in gaming-related income [20] Notable Events and Releases - The release of "Nezha 2" and "The Wandering Earth" highlights the success of Chinese animated films in 2025, with both films achieving record box office numbers [5][70] - The launch of various gaming titles and platforms, including the public testing of "Decision Peak" and "Xianjian World," reflects the ongoing innovation in the gaming sector [4][11] - The publication of multiple industry reports, such as the "2025 Trends Report" for domestic animation and GenAI, indicates a focus on understanding and adapting to market changes [6][9]