游戏板块盘中拉升，游戏ETF（516010）涨超1.3%，一季度游戏业绩显著回升

Group 1 - The gaming sector achieved a revenue of 26.719 billion yuan in Q1 2025, representing a year-on-year increase of 21.93%. The net profit attributable to the parent company surged by 47.08% to 3.482 billion yuan, gradually recovering to near the five-year average level [1] - The media industry maintains a low allocation in heavy positions, with the gaming and advertising marketing sectors remaining key areas of market focus. The media industry's allocation ratio in Q1 2025 was 1.71%, with a fund heavy position ratio of 1.04% and a low allocation ratio of 0.68%, showing some recovery compared to the previous period [1] - The gaming ETF (516010) tracks the animation and gaming index (930901), which is compiled by China Securities Index Co., Ltd. This index selects listed companies involved in animation, comics, games, and related industries from the Shanghai and Shenzhen markets, covering cultural media and software development sectors to reflect the overall performance of listed companies in the animation and gaming industry [1]