Guotai Haitong says AI’s impact on the China gaming market is extending from R&D efficiency to gameplay innovation, creation platforms and AI-native games, expanding supply and lifting user value. As model capability improves and inference costs fall, the report flags three beneficiary categories for investors: AI-driven R&D efficiency, AI-enabled gameplay innovation, and AI creation platforms.

2026-09-07

Guotai Haitong says AI’s impact on the China gaming market is extending from R&D efficiency to gameplay innovation, creation platforms and AI-native games, expanding supply and lifting user value. As model capability improves and inference costs fall, the report flags three beneficiary categories for investors: AI-driven R&D efficiency, AI-enabled gameplay innovation, and AI creation platforms.