Group 1 - The gaming sector is experiencing a strong recovery driven by four key factors: continuous improvement in fundamentals, marginal policy easing, significant valuation repair potential, and innovation driven by AI technology [1][2] - In June, 147 domestic games and 11 imported games were approved, with a total of 812 game licenses issued from January to June, representing a year-on-year increase of 17.9% [1] - In May, the revenue of China's gaming market reached 28.1 billion yuan, a year-on-year increase of 10%, while the mobile gaming market's actual sales revenue was 21.2 billion yuan, growing by 12% [1] Group 2 - The new game cycle is expected to drive continuous improvement in fundamentals, with the gaming sector still having upward valuation elasticity [2] - The gaming sector is catalyzed by multiple factors including AI, content, and changes in commercialization models, with the annual gaming event ChinaJoy approaching, presenting potential investment opportunities in gaming ETFs [2]
暑期档游戏赛道有望持续高景气，游戏盛会ChinaJoy即将重磅来袭，游戏ETF（159869）现涨近3.5%
Sou Hu Cai Jing·2025-07-08 03:13