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Coverage of China’s gaming industry, including mobile games, PC games, regulation, monetization models, and global expansion. This section examines policy impact, user trends, and the evolving competitive landscape.

ChinaBiz Briefing: Unitree's AI Robot Bet, Apple's China AI Debut, Tencent's 770B Model

China's physical and digital AI stack is compressing timelines simultaneously across five fronts. A humanoid robot ran GPT-6 zero-shot. Apple finally turned on AI for 1.4 billion potential users — only to find domestic rivals had already set the bar. Tencent dropped a 770-billion-parameter

AI-Powered Games Flood China's Market, But Quality Gap Widens as Platforms Race for Scale

TapTap's first-half 2026 data reveals an 844% surge in new game releases, with over 80% AI-assisted — a gold rush that is simultaneously minting breakout hits and flooding stores with low-grade clones. The Chinese gaming industry is undergoing its most disruptive structural shift in a decade.

ChinaBiz Briefing: MiHoYo's AI Pivot, ByteDance Robots, Unitree's Valuation Squeeze, and Kimi's Apology Crisis

China's technology and capital markets are flashing a consistent signal this week: the strategic bets made in 2021 are now paying out — or extracting their cost. From a Shanghai game studio quietly becoming one of China's most consequential AI investors, to Volkswagen weighing whether to export

MiHoYo's Three Founders Crack Hurun Top 100 as AI Pivot Transforms a Game Studio Into Industrial Capital

The $1.4 Billion Wealth Surge Behind China's Most Aggressive Gaming-to-AI Conversion Story Genshin Impact built the cash engine. Artificial intelligence is now setting the valuation multiple. MiHoYo, the Shanghai-based game developer behind a portfolio of globally dominant anime-style titles, has emerged in 2026

Tencent Games' Global Strategy: Live Service, Evergreen IPs, and the AI Bet

What Is Tencent's Long-Term Gaming Strategy? Tencent is not simply trying to own the most gaming studios or publish the most titles. Its stated strategic logic rests on three interlocking pillars: building evergreen games that retain players for years or decades; making more disciplined overseas investments that

ChinaBiz Briefing | Baidu's AI Pivot, SHEIN's Hong Kong Debut, SMIC Record Margins

China's technology and capital markets converged on a single theme on August 28: the infrastructure of artificial intelligence is being repriced, refinanced, and rebuilt at a pace that legacy valuation frameworks cannot adequately capture. From Baidu's structural listing conversion to SHEIN's supply-chain-as-

Bilibili Q2 2026: Profit Jumps 55% as Advertising Becomes Its Largest Business

Bilibili posted a 55% surge in net profit for the second quarter of 2026, as its advertising business overtook all other revenue segments to become the platform's primary growth driver — a structural shift that signals the Chinese video platform is moving decisively from a loss-narrowing story to

ChinaBiz Briefing | Alibaba's $10B AI Bet, Xiaomi's Three-Chip Push, Honor's Robot Records

China's technology sector delivered a defining 24-hour window on August 24, 2026 — one dominated by capital allocation decisions, silicon strategy, and the accelerating convergence of AI with hardware. Alibaba's record equity raise crystallized a fundamental split in how institutional investors price the AI infrastructure cycle.

China’s Mobile Gaming Surges as MiHoYo Jumps 71% and Publishers Capture 42.6% of Revenue

China's mobile gaming industry recorded a broad-based summer rally in July 2026, with 38 Chinese publishers collectively generating US$2.3 billion in global revenue — equivalent to 42.6% of the worldwide top-100 mobile publishers' combined earnings — as synchronized anniversary events and IP collaborations converted

NetEase Gaming Surges, but RMB 2.95B Investment Loss Hits Q2 Earnings

NetEase delivered a split-verdict second quarter for 2026: its gaming engine fired above expectations while a RMB 2.95 billion (US$409.7 million) investment loss and a sharply higher tax rate gutted bottom-line earnings, sending the stock more than 6% lower in pre-market U.S. trading.