Changes in Hong Kong stocks | Game stocks collectively rose, sector performance in the first half of the year is expected to be high, and the high growth rate is expected to drive valuation repair

The Zhitong Finance App learned that gaming stocks rose collectively. As of press release, Tencent (00700) rose 3.68% to HK$473; Xindong (02400) rose 3.6% to HK$43.7; Zobi (09890) rose 3.34% to HK$10.82; and Bilibili W (09626) rose 2.25% to HK$140.9.

According to the news, a number of game companies have released performance forecasts for the first half of the year. Century Huatong's net profit for the first half of the year is expected to increase by 61.87%-79.57% year on year, and Youzu Network's net profit for the period is expected to increase by 298.76%-498.14% year on year. Guosheng Securities said that game performance is expected to grow at a high rate in the first half of the year, valuation repair is ongoing, and recommendations will continue.

GF Securities, on the other hand, said that in the first five months of 2026, the actual sales revenue of the Chinese game market reached 158.416 billion yuan, an increase of 12.3% over the previous year, and the overseas revenue of self-developed games was 10.402 billion US dollars, an increase of 31.1% year on year. At the same time, the valuation of leading game stocks was in a lower position close to the historical center, and the valuation was cost-effective.