2025年中国游戏产业趋势及潜力分析报告

Investment Rating - The report indicates a positive investment outlook for the gaming industry, highlighting significant growth potential in various segments [44]. Core Insights - The domestic market and self-developed overseas market have both reached historical highs in revenue, driven by multiple sub-markets contributing to growth [27][44]. - Key trends include the rise of nostalgic gaming servers, the increasing popularity of female-oriented games, and the potential for mini-program games to expand internationally [10][22][25]. Summary by Sections Domestic Market Performance - The actual sales revenue of the Chinese gaming market reached 3029.64 billion yuan in 2023, with a growth rate of 7.53% [2]. - The self-developed overseas market for games saw actual sales revenue of 3257.83 billion yuan, with a growth rate of 13.95% [2]. Key Trends - The mini-program gaming market is expected to grow at a compound annual growth rate (CAGR) of 182.3% from 2022 to 2024, with over 50% of the top 30 best-selling mini-program games having launched overseas [10]. - Nostalgic gaming servers have shown potential, with 44.8% of users returning due to emotional connections to earlier game versions [25]. - The female-oriented gaming market is projected to reach 80 billion yuan in 2024, growing by 124.1% year-on-year, driven by content preferences and emotional value [22]. User Engagement and Preferences - 66.7% of users reported increased gaming expenditure due to emotional and companionship values, indicating a shift towards games that provide positive emotional experiences [19]. - There is a significant interest in open-world elements, with 56.05% of users wanting these features combined with casual competitive gameplay [16]. Future Opportunities - The report emphasizes the long-term potential of various sub-markets, suggesting that the growth factors identified for 2024 are just the beginning of a larger trend [29]. - The report also highlights the importance of user demand for "low-effort, high-reward" gaming experiences, particularly in strategy games [31].