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<Research>G Sachs: CN Gaming Sector Shows Resilience in 1Q; New Game Launches Should Sustain Momentum
According to a research report by Goldman Sachs, valuations of China's gaming sector under the broker's coverage are currently close to the lower end of the past five-year ...
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<Research>G Sachs: CN Gaming Sector Shows Resilience in 1Q; New Game Launches Should Sustain Momentum
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According to a research report by Goldman Sachs, valuations of China's gaming sector under the broker's coverage are currently close to the lower end of the past five-year historical range. That said, Chinese game publishers demonstrated resilience in 1Q26, with aggregate domestic revenue growing by 13% YoY and overseas sales rising by 32% YoY.

As the market enters the peak season with multiple new game launches, Goldman Sachs envisions the strong momentum to continue. The broker is positive about BILIBILI-W (09626.HK)  +0.500 (+0.363%)    Short selling $218.13M; Ratio 30.059%   , anticipating increased gaming advertising budgets in 2Q26 and 3Q26 to boost strong advertising revenue performance. It also predicts NTES-S (09999.HK)  +9.800 (+5.708%)    Short selling $462.88M; Ratio 15.995%   to re-accelerate new game launches and growth from 2Q26 onward.

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Meanwhile, TENCENT (00700.HK)  +2.400 (+0.547%)    Short selling $865.79M; Ratio 8.160%   , supported by its strong domestic franchise portfolio and contributions from multiple new titles, is expected to deliver double-digit YoY growth in gaming revenue in 1Q26 and for the full year. As for new games from PERFECT WORLD (002624.HK) and XD INC (02400.HK)  +0.050 (+0.096%)    Short selling $13.01M; Ratio 8.188%   , Goldman Sachs believes more feedback and data are needed to assess their sustainability.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-22 16:25.)

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