China's A-share gaming sector surged on October 14, with FunPlus hitting a 20CM daily limit. Baotong Technology, Caiser Culture, and DeNA China also rose to their daily limits, while Shatian Network and Dasheng Culture saw gains exceeding 5%. This concentrated rally was primarily driven by a confluence of three factors: First, the National Press and Publication Administration (NPPA) recently issued the "15th Five-Year Plan for Publishing Industry Development," which for the first time systematically included online games within a national-level five-year plan for the publishing industry. The plan clarifies strengthened regulation and guidance for healthy development, reclassifying the gaming industry as a "publishing industry with cultural attributes," thereby reshaping long-term policy expectations for the sector. Second, the NPPA issued 209 game licenses in September, marking the second consecutive month with over 200 approvals. This stable supply of licenses provides practical support for game companies' product pipelines. Additionally, AI's penetration into the gaming industry chain, through hardware upgrades (such as NVIDIA DLSS5) and large-scale application by leading companies (such as Tencent and 37 Interactive Entertainment), has significantly reduced game development and distribution costs, becoming a deeper logic for the industry's repricing.