NetEase's Strong R&D Strengthens Position in China Gaming Sector -- Market Talk

Dow Jones

01/27

0517 GMT - NetEase's strong research-and-development capabilities strengthen its position in the Chinese gaming market, CGS International's Orlando Shi says in a research note. By 2028, its market share in China could grow to 26% from 14% in 2020, driven by the global success of its self-developed games, the analyst says. NetEase's net profit was likely flat in 4Q due to the high base in 2024 and promotion of "Where Winds Meet," Shi notes. Despite the company's track record of game innovation, CGS International thinks its operational capabilities are lagging. The game maker's organizational restructuring in 2026 could improve game operation, the analyst adds. CGS International initiates stock coverage with an add rating and a target price at HK$272.00. Shares are last at HK$206.00. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

January 27, 2026 00:17 ET (05:17 GMT)

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By 2028, its market share in China could grow to 26% from 14% in 2020, driven by the global success of its self-developed games, the analyst says. NetEase's net profit was likely flat in 4Q due to the high base in 2024 and promotion of \"Where Winds Meet,\" Shi notes. Despite the company's track record of game innovation, CGS International thinks its operational capabilities are lagging. The game maker's organizational restructuring in 2026 could improve game operation, the analyst adds. CGS International initiates stock coverage with an add rating and a target price at HK$272.00. Shares are last at HK$206.00. 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By 2028, its market share in China could grow to 26% from 14% in 2020, driven by the global success of its self-developed games, the analyst says. NetEase's net profit was likely flat in 4Q due to the high base in 2024 and promotion of \"Where Winds Meet,\" Shi notes. Despite the company's track record of game innovation, CGS International thinks its operational capabilities are lagging. The game maker's organizational restructuring in 2026 could improve game operation, the analyst adds. CGS International initiates stock coverage with an add rating and a target price at HK$272.00. Shares are last at HK$206.00. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 27, 2026 00:17 ET (05:17 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NTES","symbol_name":"网易","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2606778662","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2606778662","pubTimestamp":1769491020,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0517 GMT - NetEase's strong research-and-development capabilities strengthen its position in the Chinese gaming market, CGS International's Orlando Shi says in a research note. By 2028, its market share in China could grow to 26% from 14% in 2020, driven by the global success of its self-developed games, the analyst says. NetEase's net profit was likely flat in 4Q due to the high base in 2024 and promotion of \"Where Winds Meet,\" Shi notes. Despite the company's track record of game innovation, CGS International thinks its operational capabilities are lagging. The game maker's organizational restructuring in 2026 could improve game operation, the analyst adds. CGS International initiates stock coverage with an add rating and a target price at HK$272.00. Shares are last at HK$206.00. 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By 2028, its market share in China could grow to 26% from 14% in 2020, driven by the global success of its self-developed games, the analyst says. NetEase's net profit was likely flat in 4Q due to the high base in 2024 and promotion of \"Where Winds Meet,\" Shi notes. Despite the company's track record of game innovation, CGS International thinks its operational capabilities are lagging. The game maker's organizational restructuring in 2026 could improve game operation, the analyst adds. CGS International initiates stock coverage with an add rating and a target price at HK$272.00. Shares are last at HK$206.00. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 27, 2026 00:17 ET (05:17 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}