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Game

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.

The ‘Steam’ of Hardcore Gaming: HSBC Sees 54% Upside in This Chinese Equity

While global attention remains fixated on headline-grabbing AI chips and geopolitical maneuvering, a quiet consolidation is occurring within China's digital gaming sector that suggests significant alpha for investors paying attention. On November 20, 2025, analysts at HSBC Qianhai Securities released a bullish equity research report on Kingnet

Tencent's Honor of Kings Anniversary Fuels $6.8 Billion Mobile Game Market

Global mobile game spending rebounded in October, propelled by lucrative anniversary celebrations for established titles and widespread seasonal promotions, with Tencent’s blockbuster Honor of Kings leading a significant revenue growth surge. Player spending on mobile games across the App Store and Google Play reached $6.8 billion in October,