CENTURY HUATONG(SZ:002602) 量子位·2025-08-01 04:23Core Viewpoint - The Chinese gaming industry, while a global leader, faces three critical contradictions that need to be balanced for higher quality development [1]. Group 1: Balancing Performance and Value - The gaming industry has regained growth momentum after adjustments, but its value is not fully recognized by society, leading to lower valuations compared to the "new consumption" sector [3]. - Bridging the value gap requires high-quality innovative products, including the release of premium titles and a proactive approach to market exploration [3]. - The industry must actively demonstrate its technological contributions and build communication bridges to convey its positive value, exemplified by the "Dragon Cup" competition initiated by Century Huatong [3]. Group 2: Balancing Emotional Value and Brand Value - The current trend favors "emotional value," with gaming serving as an excellent medium for entertainment and stress relief, but it must evolve into sustainable "brand value" with cultural depth and social recognition [4]. - Successful gaming brands in Japan, like Doraemon and Mario, symbolize cultural strength, while China still has a long way to go in establishing culturally impactful gaming brands globally [4]. - To empower emotional and brand value, the industry must protect intellectual property and integrate national values into product culture [4]. Group 3: Balancing Simple Answers and Complex Questions - The emergence of AI, such as ChatGPT, has made complex problems easier to solve, but the ability to pose high-level questions and possess scientific thinking is becoming a rare asset [5]. - Historical productivity revolutions lead to "human-machine collaboration," focusing on how humans can work with AI, with Century Huatong enhancing development efficiency through AI tools [5]. - Maintaining content originality is crucial, as AI's tendency to average content may reshape human thinking; thus, supporting incremental content creation is essential [5].