5月中国游戏市场规模同比增长9.86%，游戏板块午后持续攀升，游戏ETF（159869）现已翻红

Group 1 - The gaming sector is experiencing a rise, with the gaming ETF (159869) turning positive, driven by stocks like Xinghui Entertainment, Tianzhou Culture, and Zhangqu Technology showing significant gains [1] - According to a gaming industry report, by May 2025, the Chinese gaming market is projected to reach a scale of 280.51 billion yuan, reflecting a year-on-year growth of 9.86% and a month-on-month growth of 2.56% [1] - The client game market in China is expected to reach 58.19 billion yuan by May 2025, with a year-on-year growth of 1.58% and a month-on-month growth of 0.34%, primarily driven by new and next-generation products [1] Group 2 - The mobile gaming market in China is projected to reach 211.77 billion yuan by May 2025, with a year-on-year growth of 11.96% and a month-on-month growth of 3.69%, supported by strong performances from both new and mature products [1] - The actual sales revenue from Chinese self-developed games in overseas markets reached 1.577 billion USD in May, showing a year-on-year increase of 6.93% and a month-on-month increase of 1.50%, with notable contributions from titles like "Kingshot" and "Genshin Impact" [1] - Huachuang Securities' report indicates that Perfect World's "Yihuan" is set to release new content and features, while other games like Giant Network's "Supernatural Action Group" and JiBit's "Dao You Come Dig Treasure" are maintaining strong positions in the rankings, suggesting a positive outlook for mid-tier gaming companies [2]