China's Gaming Regulators Just Unleashed 209 New Licenses—Here's Who Wins Big

Bullish · $0777.HK · $002517.SZ · $002555.SZ · $300494.SZ · $002148.SZ

What Happened

China's gaming regulator approved 209 new game licenses in September 2026, marking the second consecutive month above 200 approvals, with 206 domestic and 3 imported titles.

Bottom Line

China's gaming sector is entering a new product cycle with a steady stream of approvals, favoring well-positioned companies with strong pipelines.

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