2025-08-08 05:01Summary of ChinaJoy 2025 Highlights Industry Overview - The report focuses on the China online gaming industry, particularly highlighting the activities and trends observed during ChinaJoy 2025 held in Shanghai from August 1-4, 2025. [1] Key Companies and Their Highlights Century Huatong - Century Huatong's booth was strategically placed next to Tencent's, themed "Game for Gamers" - The booth prominently featured Whiteout Survival, which attracted significant audience engagement through gameplay demos and lucky draws [2] - The company is noted for its collaborative efforts with other major players like Tencent and NetEase to drive traffic [1] Giant Network - Giant Network experienced increased traffic due to the launch of Supernatural Action, a new party game that has gained popularity for its unique gameplay and frequent content updates [3] - Existing titles like Battle of Balls also drew considerable audience interest [3] Perfect World - Perfect World showcased a variety of eSports titles, including CS: Go and Dota 2, with a notable audience presence at the CS: Go tournaments [4] - The company announced the upcoming launch of Zhuxian 2 on August 7, 2025 [4] Kingnet - Kingnet did not have a dedicated booth but showcased new games like Soul Land at Tanwan Games' booth [7] - The company promoted its 996 Game Center, which features various Chuanqi games [7] IGG - IGG's booth featured all existing titles under the theme "Gamers at Heart," successfully attracting higher traffic through gameplay demos and rewards [8] Huya - Huya promoted its upcoming Huya AI Robot, expected to launch by late 2025 or early 2026, indicating a focus on AI in gaming [9] Market Sentiment and Future Outlook - The overall sentiment towards the China online gaming market remains positive, with expectations for healthy and sustainable development driven by product innovation and creativity [1] - There is an increasing awareness and interest in hardcore AAA titles and AI-related gaming products, suggesting a shift in consumer preferences [1] Investment Recommendations - Within the A-share gaming sector, Century Huatong and Kingnet are identified as preferred picks, while Giant Network and Perfect World show increasing upside risks [10] - Greater downside risks are anticipated for G-Bits and XD [10] Conclusion - The report highlights a vibrant and evolving landscape in the China online gaming industry, with significant participation from major companies and a positive outlook for future growth driven by innovation and market expansion [1][10]