Core Insights - In Q1 2025, China's online gaming market reached a record high of 124.92 billion, with a quarter-on-quarter growth of 6.1% and a year-on-year growth of 22.0, marking a strong start for the year [2][5] - Mobile games accounted for approximately 78.5% of the market share, with a market size of about 98.04 billion, indicating the sustained dominance of mobile gaming [2][5] - The number of mobile game users reached approximately 679 million, showing a slight increase of 2.4% quarter-on-quarter and 0.4% year-on-year [8] Market Size and Growth - The online gaming market in China, including overseas revenue, reached 1249.2 billion in Q1 2025, with mobile games contributing 980.4 billion, PC client games at 257.8 billion, and web games at 11.0 billion [2][5] - Mobile gaming has maintained a market share above 75% for 22 consecutive quarters, solidifying its position as the core component of the online gaming market [2][5] User Dynamics - The user base for mobile games grew to approximately 679 million, reflecting a stable growth trend in the context of a slowing increase in mobile internet users [8] - The focus on deepening user engagement and service upgrades is crucial for the future development of the mobile gaming industry [8] Regulatory Environment - In Q1 2025, the National Press and Publication Administration issued 383 gaming licenses, with a year-on-year increase of 5.2%, indicating a positive regulatory environment for the gaming industry [11] - Among the licenses, 362 were for domestic games, with mobile games making up 97.2% of the total, highlighting the continued focus on mobile gaming [11] Technological Integration - The introduction of AI technologies, such as DeepSeek, is accelerating the integration of AI in online gaming, enhancing user interaction and gameplay experiences [12][13] - Major gaming companies like Tencent and NetEase are incorporating AI capabilities into their games, which is expected to drive innovation and improve player engagement [13]

今年以来， "杭州六小龙"火了，深度求索（De e pSe e k）、宇树科技、游戏科学、云深处科 技、强脑科技、群核科技这六家科技企业备受瞩目，而他们背后的"浙大基因"也颇受关注：其 中有3家公司创始人都毕业于浙江大学。浙江大学不仅走出了一众优秀的企业家，也走出了一 批顶尖的投资人，可谓是群星璀璨。 01 走出一个IPO天团 "杭州六小龙"的共同标签是"硬科技"——聚焦人工智能、机器人、脑机接口等高壁垒领域，以 垂直场景为切口，打破技术封锁，重塑产业逻辑，引发了更大范围对中国高科技企业创新路径 的深度思考。 实际上，早在 1 9 7 8年创建计算机系时，浙江大学就牢牢把握人工智能前沿趋势，将"研究人工 智能理论、设计新型计算机"列为建设方案第一条。同年，招收了第一批人工智能专业硕士研 究生。2 0 1 9年，浙大成为首批3 5所设立人工智能本科专业高校之一，获批国务院学位办自设全 国高校第一个人工智能交叉学科。 "杭州六小龙"中， De epSe ek创始人梁文锋 本硕毕业于浙江大学信息与电子工程学院； 云深 处科技创始人朱秋国 在浙大完成了从本科到博士的学业，朱秋国后来还成为浙大控制科学与工 程学院副教授 ...