行业ETF风向标丨近一个月份额增加超10亿份，三只游戏ETF今日领涨

Core Insights - The gaming industry is experiencing a recovery as the issuance of gaming licenses stabilizes, leading to a notable increase in gaming-related ETFs, with a half-day trading volume of 4.3 billion yuan for the gaming ETF (159869) [1][3]. ETF Performance - The gaming ETF (159869) has seen a significant increase in its scale, rising from 4.909 billion shares last month to 6.265 billion shares currently, marking a month-on-month growth of 27.62% [2]. - Three gaming ETFs, including Huatai-PineBridge (516770), have shown positive performance, with increases of 1.91%, 1.9%, and 1.79% respectively [3]. Government Policy Impact - The State Council has approved a plan to accelerate the opening of the service industry, highlighting 155 pilot tasks, with a focus on the "going global" strategy for the gaming sector [2]. - The plan emphasizes the development of the entire gaming industry chain, from IP creation to overseas operations, indicating a strategic importance placed on the gaming industry by the government [2]. Index Overview - The CSI Animation and Gaming Index, launched on October 18, 2016, tracks stocks of listed companies involved in animation, comics, and gaming, reflecting the overall performance of the A-share gaming industry [3]. - The index primarily consists of small to mid-cap gaming companies, with a high concentration of the top ten weighted stocks, all of which are gaming companies [3]. Major Holdings in the Index - The top weighted stocks in the CSI Animation and Gaming Index include: - Light Media (10.06%) - Xinying Network (10.04%) - Kunlun Wanwei (9.34%) - 37 Interactive Entertainment (8.93%) - Shenzhou Taiyue (8.10%) [4][6].