Xingye Securities: Optimization of Gaming Industry Logic and Accelerated Catalysis by AI Applications

2026-03-17 12:20:37

Industrial Securities Research Report: Recent developments in the media industry have been rapidly accelerating across various dimensions. On the macro level, the “14th Five-Year Plan” emphasizes increased support for the cultural industry, focusing on three key areas: AI + cultural “digital intelligence” development, new formats like micro-short dramas, and content globalization. Within the industry, Google and Apple are lowering service fees, giving way to products themselves, which benefits game developers capable of providing high-quality gaming products. From an AI catalysis perspective, AI video generation models are accelerating, with game and video companies actively deploying, and applications like animated dramas and games expected to see faster implementation.

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