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中国游戏市场交出亮眼“中报”,游戏产业已成为中国数字经济重要一环
Mei Ri Jing Ji Xin Wen· 2025-08-13 03:01
Group 1 - The Shanghai Composite Index reached 3680 points on August 13, marking the highest level since December 2021, with sectors like electronic chemicals, shipbuilding, non-ferrous metals, and power equipment leading the gains [1] - The Chinese gaming market reported a sales revenue of 168 billion yuan in the first half of the year, representing a year-on-year growth of 14.08%, with a user base of 679 million, showing a steady increase of 0.72% [1] - Self-developed games saw domestic market sales revenue grow by nearly 20% year-on-year, while overseas revenue exceeded 9.5 billion USD, indicating the gaming industry's significant role in China's digital economy [1] Group 2 - The international performance of self-developed games has improved, transitioning from low-cost reskins to high-quality originals, with titles like "Genshin Impact" and "Honkai: Star Rail" consistently ranking high in overseas app stores [2] - This growth not only contributes to foreign exchange income but also enhances China's global influence in the digital content industry [2] - The gaming sector is experiencing multiple catalysts, including AI, content, and commercialization model transformations, with gaming ETFs tracking the performance of the A-share listed companies in the animation and gaming industry [2]
明线为AI应用起势,暗线为文化自信,游戏板块反弹上攻趋势显著,聚焦游戏板块布局机会
Mei Ri Jing Ji Xin Wen· 2025-06-03 03:11
Group 1 - The gaming sector is experiencing a strong recovery, with the gaming ETF (159869) rising nearly 4% as of the report, and has seen net inflows in 4 out of the last 5 trading days, indicating sustained investor interest [1] - In May, the National Press and Publication Administration approved 130 domestic and 14 imported online games, totaling 144 approvals, which marks a new monthly record in nearly two years [1] - According to Gamma data, the Chinese gaming market is projected to reach 273.51 billion yuan by April 2025, representing a year-on-year growth of 21.93%, driven by mobile games and overseas revenues [1] Group 2 - Huachuang Securities highlights that IP toys and live performances are key growth areas in the new consumption sector, with expectations for continued rapid growth in the industry [2] - The media sector is seeing a rise in AI applications, with 2023 anticipated to be a pivotal year for the explosion of open-source large models in China [2] - By 2024, global gaming industry revenue is expected to reach 187.7 billion USD, with China accounting for over 30% of this revenue, and self-developed games making up over 80% of the domestic market [2]
5月共144款游戏获批,再度刷新近两年单月版号发放纪录
Mei Ri Jing Ji Xin Wen· 2025-05-22 02:06
Group 1 - The gaming sector is experiencing a continuous upward trend, with the gaming ETF (159869) rising nearly 1.5% on May 22, 2023, and several stocks such as Kunlun Wanwei (300418) and Youzu Interactive (002174) showing significant gains [1] - In May 2023, the National Press and Publication Administration approved 130 domestic and 14 imported online games, totaling 144 approvals, marking a record for monthly approvals in nearly two years [1] - According to Gamma Data, the Chinese gaming market size reached 85.704 billion yuan in Q1 2025, reflecting a year-on-year growth of 17.99%, with overseas sales of self-developed games amounting to 4.805 billion USD, also up 17.92% [1] Group 2 - Great Wall Securities forecasts that the gaming industry will reach a historical high in 2024, with growth rates expected to accelerate from Q3 2024 onwards [2] - The industry is anticipated to benefit from the launch of new products and increased consumer demand, indicating a long-term positive trend for gaming sector performance [2]