The future of the industry

The basic course remains unchanged: commercial gambling on the mainland is banned, priority is state lotteries and consumer protection.

Until 2030, further digitalization of lotteries (mobile channels, personalized limits, anti-addictive mechanics) and e-CNY integration for transaction transparency and targeted age/limit control are expected.

In parallel, the fight against the "gray" online segment and proxy rates will be tightened: blocking domains and payments, algorithmic monitoring of social networks/instant messengers, AML/KYC for risk models.

The demand for "casino experience" will continue to flow to Macau and legal external centers, while offshore advertising and influencer promotion will be suppressed.

Ecosystem players working on the compliance side will benefit: fintech monitoring, anti-fraud, regtech and lottery operator services.

The general vector is "zero-tolerance" for illegal gambling with a neat growth of lotteries as a social tool.