Core Insights - The recent hot topic in the gaming industry is the AI-driven game "Whispers from the Star" by Mihayou co-founder Cai Haoyu, which is seen as an experimental exploration of AI-native gaming [1][3] - Unlike traditional games with preset dialogues, this game features AI-driven open dialogues, allowing players to input any content and receive real-time responses from the protagonist, leading to multiple possible endings [3][4] - The game is considered more of a technical demo than a fully developed entertainment product, with feedback indicating a lack of gameplay elements such as puzzles and exploration [4][5] Industry Trends - The exploration of AI in gaming is currently led by startup teams, with established companies like Tencent and Bilibili also venturing into AI game development [3][5] - The development cycle for games typically ranges from 2 to 5 years, suggesting that a truly breakout AI-native game may still be a couple of years away [3][14] - The current application of AI in gaming is likened to the early stages of autonomous driving in the automotive industry, indicating that the technology is still in its infancy [3][12] Market Reception - "Whispers from the Star" has received 634 reviews within five days of release, with an 86% positive rating, despite being humorously referred to as an "English speaking training software" for Chinese players [4][5] - The game is priced at 33.99 yuan, with an initial discount, making it accessible to a wider audience [4] Future Outlook - Industry experts believe that the exploration of AI in gaming is a positive step, even if the current market expectations do not align with reality [5][12] - The potential for AI to become a core engine for game narratives, rather than just a tool for art or code, is being actively explored [6][12] - The integration of AI into gaming is expected to evolve rapidly, with predictions of significant advancements in the next few years [16][18] Technological Development - The speed of technological advancement in AI applications for gaming has exceeded expectations, with improvements in 3D model generation and real-time interaction capabilities [16][17] - The development of a PaaS layer to bridge the gap between AI models and game engines has been identified as a crucial step in enhancing AI's role in gaming [17] - Approximately 80% of leading gaming companies in China are investing in AI technologies, with around 50% having established AI production pipelines [17]

Core Insights - The empowerment of AI in the gaming industry is becoming a consensus among stakeholders [1] - Identifying quality gaming investment targets and teams has emerged as a new challenge [2] - The "Shulong Cup" competition initiated by Century Huatong aims to discover outstanding AI talent and teams in the gaming sector [2] AI Integration in Gaming - AI's current involvement in gaming primarily focuses on design aspects such as original artwork, concept creation, character illustrations, and 3D modeling [3] - Century Huatong has signed cooperation agreements with numerous startups in the AIGC field, covering various content production stages [3] - Despite the lack of significant cost reduction and efficiency gains due to insufficient computing power and skilled personnel, the direction of AI integration is widely recognized in the industry [3] - The challenge lies in how AI can enhance gameplay innovation while improving production efficiency [3][9] Innovations and Case Studies - The "Best AI Game Content Design Award" was awarded to "Mystery Reasoning," where players interact with AI-controlled NPCs to gather clues [4] - The NPCs in the game exhibit strong anthropomorphic traits, enhancing player immersion through witty dialogues [5][6] - "1001 Nights," which won the "Best AI Game Innovation Award," utilizes a large model to generate dynamic content based on player inputs, pushing the narrative forward [6] - Century Huatong's popular game "Endless Winter" also incorporates AI-generated storylines, although it still requires significant human editing [7] Market Trends and Financial Performance - The gaming industry is experiencing a high demand and supply dynamic, with many companies turning profitable this year [8] - Century Huatong's net profit attributable to shareholders is expected to more than double year-on-year in the first half of 2025 [8] - The number of game licenses issued has increased significantly, with over 800 licenses granted in the first half of the year, marking a growth of over 20% [8] Investment Landscape - Investment in AI gaming projects remains relatively low compared to the hot AI infrastructure sector [12] - Many investment institutions are still in the early stages of investing in AI gaming, primarily focusing on initial funding rounds [13] - Key factors for evaluating AI games include understanding the target audience, ensuring high-quality gameplay, and effectively integrating AI technology with the gaming experience [14]

中国游戏业凭借移动原生+AI赋能的双重优势，正为全球游戏市场书写新规则。 在今年的中国国际数码互动娱乐展览会（下称：ChinaJoy）上，人工智能再次成为行业关注的焦点。游戏参展商围绕AI如何影响玩家体验，以及厂商如何利 用AI技术探索新的盈利模式等话题展开讨论。 在今年的ChinaJoy上，网易在展区设置了AI互动体验区，展出游戏开发中的生成式AI技术的应用，例如NPC（非玩家角色）智能对话、动态剧情生成等创新 玩法；巨人网络也设置了"游戏+AI"创新玩法体验区，并开放《太空杀》AI原生玩法"残局对决"的试玩；世纪华通则展示了AI美术生成技术及AI NPC交互系 统，该技术已在《无尽冬日》等项目中应用，可实现动态剧情生成与智能NPC对话。 从游戏"工具"到娱乐"伙伴" 从游戏"工具"到娱乐"伙伴"，AI技术正深度赋能游戏研发全流程，在多元场景中显示出更多的创新应用案例。今年的ChinaJoy AIGC大会期间还举行了一场 全球AI游戏及应用创新大赛，展示了AI如何增强玩家的沉浸式体验。 例如，由AI驱动的对话式游戏《1001 Nights》结合电影叙事、游戏、音乐，让玩家实现3D交互体验；《诡秘推理》将游戏 ...

Core Insights - The "Digiloong GAIC" global AI game and application innovation competition was successfully held during the 2025 ChinaJoy AIGC conference, showcasing the collaboration of various stakeholders in the AI and gaming industry [1][3][26] - The event highlighted the evolution of AI technology from a focus on computational power to practical application-driven advancements, emphasizing the importance of real-world needs in driving innovation [3][26] - The competition received 151 team registrations and over 120 valid submissions, with 11 outstanding products winning various awards, demonstrating the growing potential of AI in gaming and applications [10][26] Industry Developments - The competition served as a significant platform for showcasing innovative achievements, facilitating experience exchange, and promoting collaboration within the AI sector [8][26] - AI is evolving from a supportive tool to a core productivity engine, with AI-native products deeply integrating into the underlying logic of artificial intelligence [8] - The event's success reflects a strong commitment from industry leaders to embrace AI and contribute to its development across various sectors, including gaming and cultural tourism [5][26] Awards and Recognitions - Notable awards included "Best AI Technology Application Award" won by Quwan Technology's "Tianpu Music AI," which allows users without musical backgrounds to create melodies easily [14][26] - Other significant awards included "Best AI Newcomer Award" for SeaArt.AI and "Best Popular AI Application Award" for Exam Treasure, showcasing the diverse applications of AI technology [11][14][21] - The competition recognized 11 products across 6 major awards, highlighting the innovative integration of AI in gaming and application development [10][26] Future Perspectives - Industry leaders discussed the potential of AI to reshape the gaming landscape, comparing its current stage to the early phases of autonomous driving in the automotive sector [25][26] - The future of AI in gaming is expected to enhance user experience and product engagement, with a focus on finding unique cognitive advantages rather than merely following larger companies [25][26] - The commitment to AI exploration is ongoing, with industry stakeholders emphasizing the importance of accessible and user-friendly AI technologies for future development [26]

Core Viewpoint - The "Digiloong GAIC" global AI game and application innovation competition aims to discover high-quality AI projects and talents while fostering cross-industry collaboration between the gaming sector and AI technology [1][8]. Group 1: Event Overview - The offline roadshow for the "Digiloong GAIC" was held in Shanghai on July 23, organized by Century Huatong and supported by various industry associations and companies [1]. - Over 20 teams presented their AI projects, showcasing innovations in AI gaming and applications, including AI-driven narrative generation systems and applications in education, music, mental health, and law [2][3]. Group 2: Project Highlights - SeaArt Film Video/Ultra2 Pro/Flow 2.0, presented by Haiyi Interactive Entertainment, is a professional AI art creation tool that supports multiple platforms and offers robust AI assistance for creators [4]. - The AI game quality self-testing system showcased by Jice Information utilizes multimodal large models for game testing, capable of autonomous analysis and decision-making [4]. Group 3: Game Presentations - The afternoon session featured 13 projects, including "1001 Nights," a dialogue-driven game based on Persian folklore, and "Sherlock: Night Stalker," which merges classic literature with AI for a new reasoning game model [6]. - BC Studio's "Mystery Reasoning" allows players to interact with AI-generated NPCs to solve mysteries in a world where humans coexist with gods [6]. Group 4: Evaluation Criteria - The judging panel assessed projects based on technical innovation, commercial viability, user experience enhancement, and industry impact [7]. - Experts posed challenging questions regarding the balance of risk and creative efficiency in AI-generated content and the adaptability of AI interaction systems for different age groups [7]. Group 5: Future Outlook - Century Huatong's chairman emphasized the competition's goal of not only identifying quality AI projects but also creating a platform for deep interactions between the gaming industry and AI technology [8]. - The final results of the competition will be announced on August 1 at the 2025 ChinaJoy AIGC conference, with a formal award ceremony for the winning teams [9].