【券商聚焦】华泰证券:游戏行业景气度边际改善,政策环境正向,部分重点产品表现强劲

金吾财讯
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金吾财讯 | 华泰证券表示,近期北京/广东/浙江等地陆续出台游戏相关支持政策,且版号供给数量持续加大。游戏大盘数据表现优秀,25年1-5月中国游戏市场收入同比增长17%,主因主力产品长线运营和新品贡献,较24年行业增速7.5%比边际改善。此外,多家重点公司多款产品近期表现强劲,后续重点产品储备也较为丰富。该机构认为行业有望迎来业绩与估值双升。

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