According to a research report released by Zhongtai Securities, the game industry's 26Q2 revenue and gross profit reached another record high. Net profit returned to mother was the second-highest in history but declined slightly from month to month; the degree of concentration of sector profits at the top has deepened significantly, and losses at the end have increased. Since overseas research and development fell from +40.5% to +18.8%, the total domestic scale was +6.9% compared to the same period in July, the lowest since 2026. The excess was due to overseas travel and concentration. Currently, the gaming sector is at the bottom of the valuation. After the interim report revealed, the overall EPS payments of leading companies are relatively good, which is expected to start a return to the valuation market due to a wave of capital return.

According to a research report released by Zhongtai Securities, the game industry's 26Q2 revenue and gross profit reached another record high. Net profit returned to mother was the second-highest in history but declined slightly from month to month; the degree of concentration of sector profits at the top has deepened significantly, and losses at the end have increased. Since overseas research and development fell from +40.5% to +18.8%, the total domestic scale was +6.9% compared to the same period in July, the lowest since 2026. The excess was due to overseas travel and concentration. Currently, the gaming sector is at the bottom of the valuation. After the interim report revealed, the overall EPS payments of leading companies are relatively good, which is expected to start a return to the valuation market due to a wave of capital return.