Core Insights - The latest sales report for domestic games shows that two titles, "Emotional Anti-Fraud Simulator" and "Game of Sudan," have achieved remarkable sales of 1.1 million and 1 million copies respectively, leading the market significantly [1][19] - The report highlights a strong performance in the domestic gaming market, with multiple titles achieving high sales figures and positive reception from players [19] Sales Performance - "Emotional Anti-Fraud Simulator" reached over 1 million sales within two weeks of its release, focusing on themes of emotional deception and revenge [3][5] - "Game of Sudan," released by Double-Headed Dragon Studio, surpassed 1 million sales in just over three months, featuring a high degree of gameplay freedom and mature themes [6][8] - The third best-selling title, "Infinite Mecha," achieved 400,000 sales and a 92% positive rating on Steam, showcasing a unique blend of mechanics and storytelling [8] Game Categories and Trends - The report indicates a strong presence of interactive narrative games, with several titles in the top rankings, including "Beautiful, Please Don't Affect My Ascension" and "Hello, We Still Have a Love to Talk About" [5][19] - The genre of interactive narrative games has maintained strong popularity since the release of "I'm Done! I'm Surrounded by Beauties!" in 2023, indicating a sustained interest in this category [5] - The list features a diverse range of genres, including action roguelikes, tower defense, simulation, and RPGs, reflecting a broad appeal across different player demographics [16][19] Upcoming Titles - Anticipation builds for upcoming releases such as "Ming Dynasty: Abyssal Feather" and "Lost Soul," which are expected to continue the momentum in the domestic gaming market [19]

Core Insights - The A-share market saw collective gains on Thursday, with the Shanghai Composite Index rising by 0.37%, the Shenzhen Component Index increasing by 1.43%, and the ChiNext Index up by 1.75%. The total trading volume in the Shanghai and Shenzhen markets reached 15,391.16 billion yuan [2][6] - In terms of industry performance, sectors such as defense, telecommunications, and electronics led the gains, while banking, transportation, and environmental protection lagged behind. Notable concept sectors included military equipment restructuring and optical packaging, which performed well, while housing inspection and gold concepts faced declines [2][6] - The Hang Seng Index in Hong Kong fell by 0.08%, while the Hang Seng Technology Index rose by 0.56%. Internationally, all three major U.S. indices closed higher, with the Dow Jones up by 0.52%, the S&P 500 up by 0.54%, and the Nasdaq up by 0.75% [2][6] Important News - The Ministry of Finance and the State Administration of Taxation announced a change in the consumption tax policy for ultra-luxury cars, lowering the tax threshold to 900,000 yuan starting July 20, 2025. New energy vehicles will also be included in this tax category [3][7] - The U.S. House of Representatives passed significant legislation regarding cryptocurrency regulation, including the "Guidance and Establishment of a National Stablecoin Innovation Act" and the broader "Clarity Act," aimed at creating a favorable regulatory framework for digital assets [3][7] Industry Analysis - In June 2025, six key mobile games were launched, with "Silver and Crimson" and "Dragon Soul Traveler" standing out in performance. The overall retail sales of consumer goods in June increased by 4.8% year-on-year, with a notable decline in the growth rate compared to the previous month [8][12] - The gaming industry is expected to maintain a stable issuance of game licenses in 2025, with a continuous release of product reserves and a stable market environment, suggesting promising performance for new games [11][12] - The retail sales data indicates a mixed performance across different categories, with home appliances, cultural office supplies, and furniture showing significant growth, while categories like beverages and cosmetics faced declines [13][15]

Game Releases - Eagle Horn Network's "Pom Pom" launched on June 2, featuring a buyout multiplayer cooperative adventure gameplay with over 15,000 concurrent players on its first day and received "Very Positive" ratings on Steam [1] - NetEase's "Frostpunk: The Last Haven" launched on June 5, adapting the core survival and moral choice experience of the original PC game for mobile, introducing new modes [3] - Purple Dragon's idle card game "Dragon Soul Traveler" launched on June 6, featuring a unique comedic harem theme and a semi-real-time strategy combat system [4] - Night Street Games announced "Last Flag," a 5v5 team shooting game set to release in 2026 on Windows PC, focusing on fast-paced gameplay and key moments [5] Game Shutdowns - Ubisoft announced the shutdown of the free-to-play shooter "Hyper Scape" on June 3, after only 9 months of operation, highlighting a negative case in long-term game management [6] - Tencent's classic mobile game "Chinese Paladin Online" officially closed its servers on June 2, ending nearly 8 years of operation, with compensation available for players [7] Awards and Recognition - "Infinite Warmth," developed by Paper Games, won the "Visual Design" award at the 2025 Apple Design Awards, recognized for its unique open-world gameplay focused on collecting clothing [8] Industry Collaborations - Xiaomi's SU7 Ultra became the first Chinese automotive brand to join the "Gran Turismo" series, collaborating with Polyphony Digital to create "Vision Gran Turismo" [9] Console Launch - Nintendo's Switch 2 officially launched on June 5, with over 400,000 pre-orders on JD.com, priced around 4,000 yuan, and eligible for national subsidies [11] Events - The 2025 Summer Game Fest kicked off in Los Angeles on June 7, featuring over 60 exhibitors and live streaming to global audiences, with major announcements from Nintendo and Xbox [12] Corporate Developments - Hero Sports invested in a new cyber-robotics company, expanding its presence in the esports industry, which is a leading operator of major esports events [13]

Core Insights - The gaming companies in Shanghai appear to be recovering, signaling a potential new phase for the industry [1][26] Group 1: Company Performance - Eagle's new game "Pom Pom" has achieved significant success, ranking Top 3 in China and Top 10 globally on Steam with an 88% approval rating [1][2][3] - Paper Games has seen a remarkable turnaround, with its flagship store topping the sales chart on Tmall during the "618" shopping festival [5][6] - The game "Love and Deep Space" has shown strong performance, with projected revenue exceeding 6 billion yuan across all platforms in 2024 [6][7] - Heartbeat Games has reported a nearly 70% year-on-year revenue increase, reaching 3.3 billion yuan in 2024, driven by successful titles [10][12] Group 2: Industry Trends - The gaming industry in Shanghai is experiencing a collective improvement, which may indicate the beginning of a recovery cycle [26] - Despite the positive trends, many companies remain cautious regarding project launches and hiring, with a significant oversupply of talent in the job market [24][25] - The past two years saw a wave of layoffs and project cancellations across the industry, but the current signs of recovery suggest a potential shift in the market dynamics [23][26]

Group 1 - Eagle Horn Network's multiplayer cooperative adventure game "Bubble Bubble" was officially released on June 2, with a standard version priced at 66 yuan and a "Many Clothes Version" at 84 yuan, both enjoying a 10% launch discount [1] - The launch of "Bubble Bubble" reflects Eagle Horn Network's strategy to expand its product line, which supports performance expectations for its related business segments [1] - The introduction of new games increases market attention for the gaming sector [1] Group 2 - "Plants vs. Zombies 3" has announced the start of the "Element 1+1" testing recruitment, with the mobile game having received a license in February and is expected to launch on July 18 [2] - The testing recruitment for "Plants vs. Zombies 3" indicates the company's emphasis on product promotion, bringing positive signals for business development expectations [2] - The testing of a well-known IP new title generates market anticipation within the gaming sector [2] Group 3 - The preview trailer for the 2025 Summer Game Fest was released, with the event scheduled to be live-streamed on June 7, lasting approximately two hours [3] - The trailer showcases games that have been released or announced for upcoming release, indicating a wave of new product showcases in the gaming industry [3] - The Summer Game Fest enhances market attention and reflects the innovative vitality of the gaming industry [3]