暑期来临+新游周期 游戏ETF（516010）盘中领涨超3.7%！

Group 1 - The gaming industry is experiencing a positive trend with a record high of 158 game approvals in June, including 147 domestic and 11 imported games, boosting market confidence [1] - The domestic gaming market revenue grew by 10% year-on-year in May, with mobile gaming increasing by 12%, indicating strong performance in the sector [1] - The Chinese gaming industry showed an 18% year-on-year growth in Q1 2025, significantly outperforming the retail sales growth of 4.6% [1] Group 2 - Zhejiang province has introduced the first provincial-level policy to support game exports, which, along with leading companies increasing their overseas market share, presents a favorable outlook for international business [1] - AI technology is enhancing the gaming sector by accelerating content generation and extending the lifecycle of older games, with significant reductions in AI model inference costs [1] - The summer season is expected to boost user engagement and spending in the gaming industry, with mid-tier companies launching new games, positively impacting the overall market fundamentals [1] Group 3 - The gaming ETF (516010) tracks the China Animation and Gaming Index (930901) and covers the entire industry chain, including animation, comics, game development, and hardware [2] - Major companies like Giant Network, Kaeing Network, and 37 Interactive Entertainment are featured prominently in the ETF, with new game releases expected to drive performance [2] - Investors can gain exposure to the gaming industry through the gaming ETF, which offers a diversified investment option [2]