2024年中国游戏产业新质生产力发展报告

Investment Rating - The report emphasizes the importance of the gaming industry in driving "new quality productivity" through technological innovation and strategic investments, indicating a positive investment outlook for the sector. Core Insights - The gaming industry is positioned as a key player in the digital economy, leveraging advanced technologies like AI, cloud computing, and the internet to enhance productivity and innovation [2][12]. - The report highlights the necessity for the gaming industry to optimize its production capabilities to address challenges in R&D, marketing, and user growth, with over 90% of industry professionals identifying technology as a critical factor for productivity enhancement [17][18]. - The integration of AI and other cutting-edge technologies is seen as essential for the gaming industry's transformation and sustainable development [20][22]. Summary by Sections New Quality Productivity - New quality productivity is defined as a production capacity characterized by high technology, efficiency, and quality, driven by innovation [3][12]. - The report outlines three key aspects for cultivating new quality productivity: developing a new workforce, utilizing advanced production tools, and establishing suitable production relationships [3][12]. Challenges in the Gaming Industry - The gaming industry faces significant challenges, including high R&D and marketing costs, stagnant user growth, and declining overseas revenue [17][18]. - In 2023, the top 50 listed gaming companies in China invested 47.91 billion yuan in R&D, reflecting a continuous increase in investment [18]. Technological Innovation - The report identifies AI, game engines, virtual reality, and cloud technology as critical areas for technological advancement within the gaming industry [20][22]. - Over 80% of industry professionals believe that AI will significantly drive the development of the gaming sector, with AI technologies being integrated into various aspects of game design and production [20][21]. Key Areas of Focus - The report emphasizes the importance of AIGC (AI-Generated Content) in enhancing production capabilities and creating new content [38][43]. - Major gaming companies are increasingly investing in AI technologies, with over 100 investments reported in AI-related firms, indicating a proactive approach to integrating AI into their operations [43][45]. Company Case Studies - NetEase has maintained high R&D investments, focusing on key technologies such as game engines and AI, achieving significant efficiency improvements in production processes [54][56]. - Tencent has developed the GiiNEX AI engine, which enhances content generation across various stages of game development, showcasing the practical application of AI in the gaming industry [60][62].