Thematic

Tencent/Netease: Two Months Without Approvals despite Second-Highest Count Since 2022

01 Oct 2026 By Ke Yan, CFA
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Abstract: China announced game approval for the September batch. The number of games approved is higher than in 2023 and 2024. The pace of China game approval is above its pre-tightening level of August 2020 to July 2021. Of the companies that we are monitoring, none got approval.

TENCENT (700 HK) NTES (9999 HK) IDREAMSKY (1119 HK) KINGSOFT (3888 HK) XD (2400 HK) BILIBILI (9626 HK) Kuaishou (1024 HK) ZENGAME (2660 HK) CMGE (302 HK)

Highlighted Stocks

TENCENT, NTES, IDREAMSKY, KINGSOFT, XD, BILIBILI, Kuaishou, ZENGAME, CMGE

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