中国游戏正从“产品出海”向“文化出海”的战略转变，游戏ETF（159869）打开低位布局通道

Group 1 - The A-share market opened with mixed performance on September 19, with the Shanghai Composite Index down 0.03%, the Shenzhen Component Index down 0.01%, and the ChiNext Index up 0.08% [1] - Huawei HiSilicon concept stocks, AI PCs, and communication equipment sectors showed active performance, while the film and television, PEEK materials, and robotics sectors weakened [1] - The gaming sector experienced fluctuations after a low opening, with the gaming ETF (159869) down nearly 1%, but it has seen a net inflow of funds for three consecutive days, accumulating 6.82 billion yuan [1] Group 2 - In the first half of 2025, China's self-developed games achieved actual sales revenue of 9.501 billion USD, marking a year-on-year growth of over 11%, indicating a rapid growth trend in the overseas gaming market [1] - The shift from "product export" to "cultural export" in China's gaming industry is highlighted, with deep cultural integration in games like "Black Myth: Wukong" contributing to global popularity [1] - The Chinese gaming industry is receiving more policy support, with the Ministry of Commerce's April announcement emphasizing the development of gaming export businesses and the entire industry chain from IP creation to overseas operations [2] - The gaming sector is experiencing multiple catalysts, including AI, content, and commercialization model transformations, with the gaming ETF (159869) tracking the performance of A-share listed companies in the animation and gaming industry [2]