sunline(SZ:300348) Mei Ri Jing Ji Xin Wen·2025-08-21 04:46Core Viewpoint - The article highlights the performance of the Chinese gaming market in the first half of 2025, showcasing significant growth in revenue and user base, alongside the emergence of AI applications in the gaming industry [1]. Group 1: Market Performance - The domestic gaming market's actual sales revenue reached 168 billion yuan in the first half of 2025, marking a year-on-year increase of 14.08%, setting a new record [1]. - The number of gaming users in China reached approximately 679 million, reflecting a year-on-year growth of 0.72%, also a historical high [1]. Group 2: Industry Trends - The gaming industry is experiencing robust demand, supported by local government policies encouraging the gaming sector [1]. - AI technology is increasingly applied in the gaming industry, enhancing production efficiency and enabling innovative applications such as AI NPCs and AI-driven user-generated content [1]. - The expectation is set for more AI-native games to emerge, potentially leading to a revaluation of the gaming industry's value [1]. Group 3: ETF and Investment Opportunities - The Huaxia Software ETF (159256) tracks the Entrepreneurial Software Index (399264), focusing on 50 quality AI software stocks in the entrepreneurial board, with a significant emphasis on AI applications in finance, gaming, and IT services [2]. - The software development and IT services sectors account for 70% of the ETF's composition, with major stocks including Tonghuashun, Runhe Software, and Deepin Technology [2].