游戏板块深度回调，游戏ETF（516010）跌超3%，行业数据回暖或提振市场信心

Core Insights - The Chinese gaming market is projected to reach 85.704 billion yuan in Q1 2025, reflecting a year-on-year growth of 17.99% [1] - In April, the market size was 27.351 billion yuan, showing a year-on-year increase of 21.93% and a month-on-month growth of 2.47% [1] - The trend of "self-consumption" is driving demand for emotional experiences through gaming, leading to rapid growth in categories such as ACG (Anime, Comic, Game), party games, and female-oriented games [1] Market Dynamics - In 2024, 1,416 gaming licenses were issued, marking a 32% increase year-on-year, with a high volume of licenses maintained in the first five months of 2025 [1] - Major companies like Tencent and NetEase have several key products in the pipeline, contributing to a rich reserve of games [1] - New games such as "Violent Chef," "Iser," and "Kingshot" have performed well, with some entering the global bestseller lists, potentially enhancing industry performance [1] Policy and Support - Zhejiang Province has introduced measures to support the internationalization of the gaming industry, proposing 20 initiatives to expand growth opportunities [1] - The gaming industry is expected to enter a growth cycle driven by supply-demand resonance, AI empowerment, and policy support [1] Investment Opportunities - The gaming ETF (code: 516010) tracks the ACG index (code: 930901), which includes listed companies involved in animation, comics, gaming, and related hardware manufacturing [1] - The index aims to reflect the overall market performance of listed companies in the cultural media and entertainment sectors [1]