Industry Enthusiastically Discusses AI Transformation as Gaming Companies Actively Explore Implementation Pathways | Boundless Realities: On-the-Ground Coverage of China Joy 2026

① During this year's ChinaJoy, industry professionals engaged in vigorous discussions on how AI is reshaping the industrial ecosystem. Participants widely agreed that AI has firmly established itself as foundational infrastructure for the cultural and entertainment sector, with leading enterprises driving a shift from isolated tool-based applications toward full-ecosystem collaboration and co-evolution by opening up their proprietary capabilities; ② Multiple companies, including 37 Interactive Entertainment, NetEase, and Tencent, shared their practical approaches and achievements in implementing AI.

cls.cnJul 31 16:03

China Post Securities: Earnings realization combined with low valuations highlights opportunities in the gaming sector's recovery.

Industry growth has gradually shifted from being driven by a single product to being jointly propelled by domestic and international demand across multiple product categories, with market sentiment proving more resilient than previously anticipated.

Zhitong FinanceJul 31 14:50

Wanlian Securities: 197 game licenses issued in July, marking a year-to-date high; sector sentiment remains robust.

It is recommended to monitor the rollout progress of new products, market feedback on key offerings, and leading manufacturers with abundant product pipelines, strong R&D capabilities, and diversified content themes.

Zhitong FinanceJul 30 10:55

Express News | The gaming sector continues to recover, with Giant Network approaching its daily trading limit.

BreakingsJul 29 10:52

Express News | Kimi concept stocks surged at the open; Jiuan Medical hit its fourth trading limit in five days.

BreakingsJul 20 09:29

Top gaming companies saw global revenue growth exceeding 17% in June, with a wave of new releases launching during the summer season.

① In June, leading Chinese gaming companies continued their strong global revenue performance, with 38 Chinese mobile game publishers ranking among the top 100 global mobile game publisher revenue chart, collectively generating $2.06 billion in revenue—an increase of over 17% year-over-year. ② The industry landscape has become increasingly clear, characterized by stable earnings from long-running flagship titles and newer releases progressively entering their revenue ramp-up phase. ③ Recently, new titles launched for the summer season have begun to roll out, which is expected to further boost gaming companies’ revenues.

cls.cnJul 11 18:15