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Wanlian Securities: The effect of the Spring Festival holiday combined with the outstanding performance of new products led to a year-on-year growth of 27.65% in the game market in January.
Wanlian Securities suggests paying attention to leading companies with abundant reserves of license numbers, strong research and development capabilities, and high-quality products.
Brokerage morning meeting highlights: The effect of the real estate market stabilizing after the decline may gradually become apparent, and the Industry valuation may rise.
At today's Brokerage morning meeting, HTSC proposed that the enhancement of Technology attributes may elevate the valuation levels of symbols related to the gaming Industry; Soochow believes that the short-term adjustment in the Construction Machinery Sector does not change the positive trend for the entire year; Galaxy Securities stated that the effects of the real estate market stabilizing may gradually become apparent, and the Industry valuation may rise.
China Audio-Video and Digital Publishing Association Game Committee: In February, China's gaming market actual sales revenue was 27.935 billion yuan, a year-on-year increase of 12.30%.
The China Audio-Video and Digital Publishing Association Game Working Committee released the "Monthly Report on China's Game Industry for February 2025."
IGG (00799.HK) will hold a Board of Directors meeting on March 26 to approve the annual performance.
On March 14, Gelonghui reported that IGG (00799.HK) announced that the Board of Directors will hold a meeting on March 26, 2025, to approve the annual performance announcement for the company and its subsidiaries for the fiscal year ending December 31, 2024, as well as to consider the proposal for the distribution of a final dividend (if any).
IGG: Date of Board Meeting
China Aviation Securities: The gaming policy environment is becoming more friendly, and 'AI + overseas expansion' is helping to improve the industry's prosperity.
AVIC Securities remains Bullish on the gaming Sector's configuration opportunities with the dual enhancement of performance and valuation.
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