未知机构：建投传媒游戏当前重点推荐年末新游密集上线完美世界-20241223

Summary of Conference Call Notes Industry Overview - The gaming industry is experiencing a surge in new game launches towards the end of the year, indicating a robust market activity [1] - The domestic gaming market size is reported to be 325.8 billion yuan, reflecting a year-on-year growth of 7.5% [1] - The overseas gaming market is also thriving, with a year-on-year growth of 13% [1] - Among the top 100 games, the Strategy and Simulation Game (SLG) genre accounts for 41% of the revenue [1] Key Company Insights - Perfect World has launched a major PC game that saw its popular servers filled to capacity on the first day, with over 100,000 players in the queue [1] - This game is noted as one of the few high-investment pure PC games in the last five years, utilizing a monetization strategy that includes monthly subscriptions, battle passes, and cosmetic skins, along with a seasonal operation model [1] - Taiyue has introduced a game in select North American markets that combines simulation and SLG gameplay, with plans to release a domestic mini-game in the future [1] - Other notable game releases include NetEase's multi-platform game on December 27 and Jiubite's game on January 2 [1] Future Outlook - The gaming demand is expected to remain resilient into 2025, supported by a rich lineup of new products from various companies [1] - Advancements in AI gaming technology, such as improved 3D generation efficiency and companion games, are anticipated to enhance the gaming experience [1] - The overall valuation of the gaming sector is currently below 20x, presenting potential investment opportunities [1]