中信建投：今年以来游戏行业供需两旺游戏平台社区有望充分受益于行业高景气

E公司2025-07-18

人民财讯7月18日电，中信建投证券研报认为，今年以来游戏行业供需两旺，需求端，1—5月国内手游市场规模同比增长20%；供给端，1—6月国产游戏版号数量同比增长21%，6月单月创22年以来新高。游戏平台社区有望充分受益于游戏行业的高景气。一方面，游戏社区的用户活跃度有望增加，在不增加adload的情况下，也可以提升平台的广告收入。另一方面，长青游戏的稳健运营和中小体量新游戏上线，有望提升游戏平台社区...

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中信建投：今年以来游戏行业供需两旺 游戏平台社区有望充分受益于行业高景气

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中信建投：今年以来游戏行业供需两旺游戏平台社区有望充分受益于行业高景气