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政策持续加码、行业景气回升、AI落地加速,游戏板块三重驱动
Mei Ri Jing Ji Xin Wen· 2025-08-25 06:04
Core Insights - The 2025 Cologne Game Show Awards announced that "Love and Deep Space," developed by Paper Games, won the Best Mobile Game award, marking a significant achievement for Chinese game developers [1] - Chinese games have dominated the Best Mobile Game category since its inception in 2023, with titles like "Light: Encounter," "Genshin Impact," and "Love and Deep Space" winning consecutively for three years [1] - "Love and Deep Space" is noted as the first female-oriented game to receive an international award [1] Industry Overview - The total number of global players for "Love and Deep Space" has surpassed 70 million [1] - Other notable nominations include "Genshin Impact," "Arknights: End of the World," and "Shadow Blade Zero," while "Little Bookstore," published by domestic company 2PGames, won the "Most Influential" award [1] - Internationally, "Resident Evil: The Death's Requiem" won four awards, with other games like "Epoch 117: Roman Peace," "Donkey Kong: Banana Power," and "Hollow Knight: Silksong" also receiving accolades [1] Market Dynamics - Zhonghang Securities reported that three driving forces are currently shaping the gaming sector: ongoing policy support, industry recovery, and accelerated AI implementation [1] - In the short term, the normalization of license approvals and the launch of new products during the summer season are expected to support performance [1] - In the medium term, AI technology is anticipated to reshape research and development as well as operations, leading to cost reduction and content upgrades [1] - In the long term, global expansion is expected to continue opening up growth opportunities for the industry [1]