Multiple game companies forecast sharp first-half profit growth; Century Huatong expects net profit up to 4.77 billion yuan

Industry
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On July 15, the gaming sector strengthened during the session, with several companies forecasting significant first-half profit growth. Century Huatong announced it expects net profit attributable to shareholders of the listed company for the first half of 2026 to be between 4.30 billion and 4.77 billion yuan, a year-on-year increase of 61.87% to 79.57%. Yoozoo Games expects net profit for the same period of 200 million to 300 million yuan, up 298.76% to 498.14%. G-bits expects net profit of 1.01 billion to 1.10 billion yuan, up 57% to 71%. A research note from GF Securities pointed out that in the first five months of 2026, China's actual game market sales revenue reached 158.416 billion yuan, up 12.3% year-on-year, while overseas revenue from self-developed games hit 10.402 billion US dollars, up 31.1%, with industry prosperity continuing. A China Merchants Securities research note believes the core driver of global mobile game growth has shifted to rising purchasing power, AI technology is becoming a key tool in game development, going overseas is a clear trend, and the overseas market is about 2.7 times the size of China's domestic market.

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