IDREAMSKY (01119) Reaches RMB 200 Million Strategic Investment Cooperation with Zhanxintou, Launches YouTuobang, Jointly Supporting the Development of Nanshan's Gaming Industry
According to disclosures from both parties, this cooperation will focus on two main directions: ecosystem cultivation and industrial collaboration.
Recently, Shenzhen IDREAMSKY Technology Co., Ltd. (stock code: 01119) and Shenzhen Nanshan Strategic Emerging Industry Investment Co., Ltd. (hereinafter referred to as "Zhanxintou") reached a strategic cooperation. The two parties will jointly initiate a strategic investment in the gaming industry with a total scale of RMB 200 million to support the development of the gaming industry in Nanshan District. The relevant investment will be implemented at Gametopia, the official gaming industry incubation platform of Nanshan District, focusing on high-quality local gaming industry projects in Nanshan that are resident in Gametopia, while also supporting IDREAMSKY's publishing business to become stronger and larger. Zhanxintou is a wholly state-owned company established by the Nanshan District Government. This strategic cooperation marks a further deepening of the strategic layout of Nanshan District's state-owned capital in the gaming industry.
According to disclosures by both parties, the cooperation will unfold around two major directions: ecosystem cultivation and industrial synergy.
In the direction of ecosystem cultivation, the two parties will focus on investing in high-quality local gaming industry projects in Nanshan that are resident in Gametopia, covering fields such as game development, AI content production, publishing services, and upstream and downstream industry chain support, striving to cultivate an innovation ecosystem for the gaming industry in Nanshan District.
In the direction of industrial synergy, the two parties will jointly support the development of IDREAMSKY's publishing business, focusing on its reserve of overseas high-potential game products, including "Gardenscapes (WeChat Version)," "Mech Arena," and others, as well as high-quality game publishing enterprises, to accelerate the expansion of imported game publishing business and drive the overall upgrading of Nanshan's gaming industry chain through the publishing capabilities of a leading enterprise.
State-owned capital enters: Zhanxintou strategically lays out in the gaming sector
Zhanxintou is a wholly state-owned company established by the Nanshan District Government, with registered capital of RMB 7.45 billion. It focuses on Nanshan's advantageous industrial fields such as next-generation information technology, high-end equipment manufacturing, biomedicine, and the digital economy. It has cultivated 660 specialized, refined, distinctive, and innovative "little giant" enterprises nationwide and was selected into the "2025 Top 50 Influential Chinese State-Owned Investment Institutions." This joint strategic investment in the gaming industry is an important measure for Nanshan District's state-owned capital to participate in gaming industry incubation as a strategic investor, marking the extension of state-owned capital's layout in the gaming industry from "policy support" to "capital empowerment."
Implemented at Gametopia: Building an ecological closed loop of "incubation-investment-industrial feedback"
This strategic investment cooperation is an important component of Gametopia's triple foundation of "city-district government linkage + industrial strategic capital + professional operation by gaming enterprises." As a district-owned state-owned platform, Zhanxintou will, through establishing a coordination mechanism with Gametopia and IDREAMSKY, promote the formation of a cooperation model of "state-owned capital guidance + platform incubation + market operation," creating synergies with Gametopia's existing "Seven Supports" full-chain service system.
Gametopia is a municipal-level gaming industry incubator jointly built by the Nanshan District Bureau of Industry and Information Technology and Kexing Science Park, and operated by a wholly-owned subsidiary of IDREAMSKY. It has formed a four-level linkage system of "provincial guidance, municipal co-construction, district-level leadership, and professional operation." Its industrial space is nearly 5,000 square meters. Resident enterprises can enjoy the three-level policy dividends of municipal inclusive policies, Nanshan special policies, and Gametopia targeted support. Teams selected for residency can enjoy low-cost office space of up to 200 square meters in the first year, and outstanding incubated enterprises can also prioritize entry into the gaming industry cooperation park after meeting revenue targets. Since its official unveiling in April 2026, Gametopia has successfully held two rounds of residency selection roadshows. A total of 32 enterprises participated in the two rounds of roadshows, and 26 were ultimately selected for residency. More than 80% of the resident teams have backgrounds at major companies, and more than 40% are AI-native or AI-integrated teams.
In the future, the relevant cooperation will be further linked with Gametopia's residency screening, roadshow review, and project service processes, providing industrial resource matching, operational support, and cooperation opportunities for eligible high-quality projects, and promoting the formation of a virtuous cycle of "incubation-cooperation-industrial feedback."
IDREAMSKY: Driving the integration of AI and the gaming industry through publishing capabilities
For IDREAMSKY, this cooperation will further expand the company's connection with Nanshan's gaming industry ecosystem and promote synergy among industrial resources, project resources, and publishing capabilities. Overseas premium game publishing is an important part of IDREAMSKY's gaming business. Relying on the advantages of deep cooperation with source code, the company continues to build long-lasting games through continuous version iteration, collaboration with globally renowned IPs, refined operations, and multi-platform publishing layouts.
Against the backdrop of accelerating integration between AI and gaming, IDREAMSKY's AI layout continues to advance around two directions: "AI for game" and "AI in game." "AI for game" focuses on applying AI to game development, content production, operations management, and other links to improve the production efficiency and scientific operations capabilities of the gaming business; "AI in game" explores AI-driven innovation in game content and player experience, with key layouts in application scenarios such as IP character agents, intelligent companionship, and real-time interaction.
Analysts believe that the cooperation between IDREAMSKY and Zhanxintou organically combines the operational capabilities of an industry leader with the strategic guidance role of state-owned capital and is an important exploration by Nanshan District in using state-owned capital to promote the upgrading of the gaming industry. As the cooperation is further implemented at Gametopia, the full-cycle development path of "incubation-cooperation-industrial feedback" in Nanshan District's gaming industry will become clearer.
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