长江证券:国内游戏市场延续景气 建议继续关注腾讯控股、心动公司

长江证券股份有...
Dec 22, 2025

事件描述2025 年国内游戏市场实际销售收入为3507.89 亿元,同比增长7.68%,其中Q4 国内游戏市场规模为947.6 亿元,同比增长9.24%。上市公司重点新游陆续开测,新一轮产品周期已至。事件评论国内游戏市场收入创新高,自研游戏出海延续高景气。25 年国内游戏市场实际销售收入为3507.89 亿元,同增7.68%,市场规模创历史新高;其中手游市场2570.76 亿元,同增7.92%;...

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