游戏市场规模稳健增长，游戏ETF（159869）翻红微涨

Core Insights - The gaming sector is experiencing steady growth, with a notable acceleration in the PC gaming market. [1] - The gaming ETF (159869) has shown a slight increase, reflecting positive market sentiment. [1] Market Performance - On September 16, the gaming sector opened lower but rebounded, with the gaming ETF (159869) turning positive. [1] - Key stocks such as Xinghui Entertainment reached the daily limit, marking a two-day consecutive rise, while other stocks like Fuchun Co., Tianzhou Culture, and Kaiying Network also saw gains. [1] Market Size and Growth - According to Gamma Data, by July 2025, the domestic gaming market's actual sales revenue is projected to reach 29.084 billion yuan, representing a year-on-year growth of 8.14% and a quarter-on-quarter increase of 4.62%. [1] - The PC gaming market has shown significant growth, with sales in June and July reaching 5.866 billion yuan and 6.637 billion yuan, respectively, reflecting year-on-year growth rates of 0.81% and 13.14%. [1] - Self-developed games in the overseas market generated actual sales revenue of 1.693 billion USD, marking a year-on-year increase of 8.18%. [1] Product Highlights - The game "Delta Action" has topped the charts, with new entries in the top 10 including "Douluo Dalu: Hunting Soul World" and "Paper Marriage 8: Qianzi Tree." [1] Industry Outlook - Guojin Securities indicates that gaming demand remains strong, with key game revenues continuing to rise. The industry is expected to maintain a high level of prosperity, supported by ample game reserves. [1] - The gaming sector is poised for multiple catalysts, including advancements in AI, content, and commercialization models. [1] - The gaming ETF (159869) tracks the Zhongzheng Animation and Gaming Index, reflecting the overall performance of A-share listed companies in the animation and gaming industry, presenting investment opportunities. [1]