传媒ETF(159805)涨超2.2%，9月156款游戏获批版号

Group 1 - The core viewpoint of the news is the significant increase in the China Securities Media Index, driven by the approval of a large number of games, indicating a robust gaming market [1][2] - As of September 2025, the China Securities Media Index (399971) rose by 2.39%, with notable increases in stocks such as Kunlun Wanwei (300418) up 10.72% and Perfect World (002624) up 5.56% [1] - In September, a total of 156 games were approved, including 145 domestic and 11 imported titles, marking the third month this year with over 150 game approvals [1] Group 2 - CITIC Securities highlights that the current gaming market's growth is driven by both supply and demand, leading to increased gaming hours and market expansion [2] - The competitive landscape is becoming less intense, with leading companies focusing on evergreen games and mid-sized companies targeting niche markets [2] - The shift in marketing strategies towards content-driven approaches and changes in distribution channels are reducing sales and channel sharing pressures, benefiting gaming communities and live streaming platforms [2] Group 3 - As of August 29, 2025, the top ten weighted stocks in the China Securities Media Index accounted for 50.47% of the index, with companies like Focus Media (002027) and Giant Network (002558) among the leaders [3]