Core Insights - The 22nd China International Digital Interactive Entertainment Expo concluded, attracting over 800 exhibitors and more than 410,000 attendees, generating approximately 661 million yuan in surrounding service consumption [1] - The "2025 China Game Industry Report" indicates that both domestic and overseas market revenues for the Chinese gaming industry saw year-on-year growth in the first half of the year, with the industry scale continuing to expand [1] - Industry experts express strong confidence in the gaming sector, suggesting it is entering its best era, with new growth opportunities and commercialization directions emerging [1] Industry Trends - The global mobile and PC gaming market is expected to regain growth momentum, with a combined market size projected to exceed $120 billion by 2028 [1] - Mobile game in-app purchase revenue is forecasted to grow by 4% in 2024 and by 6% in 2025, reaching $85.4 billion, with expectations of $106.5 billion by 2028 [1] - Analysts from Citigroup noted increased enthusiasm at the expo, indicating a continued recovery for the Chinese gaming industry [1][2] Market Dynamics - The gaming industry is experiencing robust supply and demand, with the domestic mobile game market growing by 20% year-on-year from January to May, and the number of domestic game licenses increasing by 21% in the first half of the year [2] - The gaming community platforms are expected to benefit from the industry's high prosperity, with increased user activity potentially boosting advertising revenue without increasing ad load [2] - The successful reception of new games like NetEase's "Forgotten Sea" and Tencent's "Valorant" at the expo suggests a promising release schedule for the second half of the year [2] Related Companies - Key companies in the gaming sector include Tencent (00700), NetEase-S (09999), Bilibili-W (09626), Xindong Company (02400), Qingci Games (06633), Zhongyou Games (00302), Zhongxu Future (09890), Zhi Zi Cheng Technology (09911), and Friendship Time (06820) [3]

展会期间发布的《2025年1—6月中国游戏产业报告》显示，上半年中国游戏的国内市场收入和海外市场 收入双双实现同比增长，产业规模持续扩大。记者在现场感受到，随着中国游戏产业规模持续扩大，新 的增长机会、商业化方向频频涌现。例如，单机游戏、小程序游戏的吸金潜力持续上升；电竞、IP衍生 品市场规模持续扩大。 多位业内人士表示，游戏产业正迎来最好的时代，对于中国游戏发展的信心愈发充足。 智通财经APP获悉，8月4日，第22届中国国际数码互动娱乐展览会落幕。 公开数据显示，本次展会吸引800多家厂商、超41万名观众参展，带动周边服务消费约6.61亿元。 SensorTower发布《2025年海外游戏市场洞察》，其中指出，全球移动与PC游戏市场重拾增长势头，合 计市场规模预计将在2028年突破1200亿美元。 2024年全球移动游戏内购收入同比增长4%，超过2020年水平。2025年将继续增长6%，达到854亿美 元。预计2028年全球移动游戏内购收入达到1065亿美元。 花旗分析师在参加了于上海举办的2025年中国国际数码互动娱乐展览会后表示，最新游戏展的热情高涨 暗示中国游戏产业将持续复苏。 这些分析师表示，随著监 ...