Internet & Media · 11.5

Video Games

Quantified news impact based on deduplicated, quality-reviewed events in a single 200-day window.

Average net impact+18weighted per event

Average gross impact22absolute weighted average

Events20same period

Confidence75%model average

Raw intensity56before weighting

Previous period0net impact

Gross changeInsufficient base

Diffusion speed0.1 / day

Concentration9%

Direction disagreement20%

Source independence100%16 sources

IMPACT TREND

200-day effective impact

Positive 14 · Negative 1 · Mixed 5

+180-18

16 Jan0 events

1 Feb0 events

18 Feb0 events

7 Mar0 events

23 Mar0 events

9 Apr0 events

26 Apr0 events

12 May0 events

29 May0 events

15 Jun0 events

1 Jul0 events

+18

18 Jul20 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate14%63 cumulative effective impact

Short term57%252 cumulative effective impact

Medium term29%128 cumulative effective impact

Long term0%0 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 1 of 2 · 20 events

Macro0

No evidence on this page.

Industries7

Industries3 Aug, 18:54positive

ChinaJoy 2026 Closes in Shanghai; H1 Game Revenue Hits RMB 188.45 Billion

ChinaJoy 2026 closed in Shanghai on August 3, covering over 140,000 square meters and hosting 900-plus exhibitors from 39 countries and regions. The event highlighted AI in gaming, with 86% of game companies adopting AI. China's game market revenue reached RMB 188.45 billion in the first half of 2026, up 12.17% year on year, while overseas revenue from self-developed games hit USD 12.372 billion, up 30.22%.

Effective: +61
Intensity: 85
Confidence: 90%
Horizon: Short term

Industries30 Jul, 21:55positive

2026 CDEC Summit Focuses on AI; H1 Game Revenue RMB 188.45B, Self-Developed Overseas USD 12.372B

The 2026 CDEC summit in Shanghai focused on artificial intelligence, with major game companies attending. In the first half of 2026, China's domestic game market revenue reached RMB 188.45 billion, up 12.17% year-on-year. Overseas revenue from self-developed games totaled USD 12.372 billion, a 30.22% increase. AI adoption in game R&D hit 86.36%, with AI-assisted content generation and system design in trial.

Effective: +44
Intensity: 72
Confidence: 80%
Horizon: Medium term

Industries3 Aug, 10:03positive

ChinaJoy 2026 Opens in Shanghai, Qualcomm Showcases 300+ Devices, Game Users Reach 684 Million

ChinaJoy 2026 opened in Shanghai on July 31, featuring Qualcomm's Snapdragon pavilion with over 300 devices and 200 interactive projects. Despite the absence of major PC hardware makers, the event drew strong participation. According to the 2026 China Game Industry Report, domestic game users reached 684 million, up 0.82% year-on-year, and H1 industry revenue hit RMB188.45 billion, up 12.17%. PC game revenue grew 27.92%, outpacing mobile gaming's 7.9%.

Effective: +43
Intensity: 75
Confidence: 80%
Horizon: Short term

Industries30 Jul, 10:10positive

China's Game Market Revenue Hits RMB 188.45 Billion in H1 2026, Up 12.17%

China's game market generated RMB 188.45 billion in actual sales revenue in the first half of 2026, a year-on-year increase of 12.17%. The user base reached 684 million, up 0.82%. Self-developed games posted domestic revenue of RMB 163.356 billion (up 16.31%) and overseas revenue of USD 12.372 billion (up 30.22%). Mobile games dominated with 71.75% share, while client games grew 27.92%. The report also highlighted AI penetration at 86% among global game firms.

Effective: +43
Intensity: 70
Confidence: 90%
Horizon: Short term

Industries27 Jul, 08:44positive

40 Years of Three Kingdoms IP Games: From Koei to NetEase and Lingxi's 3A Cross-Platform Ambitions

Over four decades, Japanese and Chinese developers have leveraged the Three Kingdoms IP across genres. Koei introduced the strategy game in 1985, followed by arcade, card, and action titles from Capcom, Sega, Bandai, and Team Ninja. After 2000, China's mobile and internet boom produced hits like 'Three Kingdoms Kill' and 'Sanguozhi: Zhanlue Ban'. The success of 'Black Myth: Wukong' in 2024 signaled China's capability for world-class AAA projects. Now, NetEase plans a single-player strategy game, while Lingxi Interactive is recruiting for a UE5-based 'Sanguozhi' project targeting AAA PC-mobile interoperability with open-world elements.

Effective: +35
Intensity: 70
Confidence: 75%
Horizon: Medium term

Industries24 Jul, 04:00positive

2025 Cultural Industry Profit Rises 7.3%, Smaller Firms Outpace Growth

China's cultural industry posted a total profit of RMB 1,903.4 billion in 2025, up 7.3% year on year, according to the National Bureau of Statistics. Enterprises above designated size reported profit of RMB 1,393.3 billion, up 5.6%, while smaller firms earned RMB 510.1 billion, up 12.2%. The report noted growth driven by policy support, market demand, and digital technology, but also pointed to challenges such as a lack of leading enterprises and insufficient integration of traditional culture with modern tech.

Effective: +31
Intensity: 65
Confidence: 80%
Horizon: Short term

Industries28 Jul, 11:02positive

Splatoon: Tuji Dui Launches on Switch2, Gets 9.3 User Score on Metacritic

Splatoon: Tuji Dui launched on Switch2 on July 23, earning a Metacritic aggregate score of 81 and a user score of 9.3, the highest among Nintendo games. The user score ties it with several classics for second place on Metacritic, with Expedition 33 currently in first. The game shifts from online multiplayer to a single-player adventure, and one media outlet gave it 9/10.

Effective: +29
Intensity: 60
Confidence: 85%
Horizon: Immediate

Companies3

Companies27 Jul, 09:05negative

Microsoft AI Strategy Backfires, Shares Down 24% as Copilot Lags and Azure Growth Slows

Microsoft's AI strategy, initiated in 1900, is backfiring on its core business. Shares have fallen over 24% in the past year as investors question AI returns. Copilot trails ChatGPT and Claude, while Azure growth is constrained by internal GPU allocation. The company plans to invest 190 billion USD in AI infrastructure this year, sparking internal concerns amid restructuring.

Effective: -44
Intensity: 72
Confidence: 78%
Horizon: Short term

Companies27 Jul, 10:03positive

Sony to Close PS3 and PS Vita Digital Stores in 2027, Rare Physical Game Prices Surge Nearly 400%

Sony Interactive Entertainment announced in early July that it will close the PlayStation 3 and PS Vita digital stores globally by July 2027. The news triggered a surge in prices for rare physical PS3 games, with some titles rising nearly 400%. The action platformer Puppeteer, previously sold for $60-$70, now fetches over $200 on eBay. Other exclusives like Folklore and 3D Dot Game Heroes also saw significant increases. The closures will be phased, with some regions starting in 2026.

Effective: +26
Intensity: 50
Confidence: 90%
Horizon: Immediate

Companies3 Aug, 17:17positive

Giant Network Unveils Supernatural AI Mode and Heritage Tie-Ins at ChinaJoy 2026

Giant Network showcased its Chinese-style multiplayer adventure game Supernatural at ChinaJoy 2026 in Shanghai, where the title had surpassed 200 million registered users and 10 million daily active users by the end of the first quarter of 2026. The company highlighted the game's AI challenge mode, launched in January 2026, which generated over 25 million AI-participated matches in its first week, along with its collaborations with intangible cultural heritage including Nuo opera craftsmanship.

Effective: +21
Intensity: 50
Confidence: 70%
Horizon: Short term