Mei Ri Jing Ji Xin Wen·2025-10-13 07:14Core Insights - The gaming sector is experiencing fluctuations, with the gaming ETF (159869) down nearly 2% as of October 13, despite a net inflow of 2.102 billion yuan over the past five trading days, bringing the total product scale to 10.936 billion yuan, indicating strong investor interest [1][2] Group 1: Market Performance - As of October 10, the gaming ETF (159869) has seen a net inflow of 2.102 billion yuan in the last five trading days, reflecting significant investor interest [1] - The total scale of the gaming ETF has reached 10.936 billion yuan, facilitating easy access for investors to A-share gaming leaders [1] Group 2: Company Rankings - The revenue rankings for Chinese mobile game publishers as of September 2025 show Tencent, DianDian Interactive, and NetEase in the top three positions, with MiHoYo entering the top five [1] - Tencent continues to lead the Chinese mobile game publisher revenue chart, driven by the new season of "Delta Action" and strong performances from "Honor of Kings" and "Peacekeeper Elite" [1] - MiHoYo's revenue increased by 33% month-on-month in September, propelled by major updates for "Genshin Impact" and "Honkai: Star Rail," allowing it to rank among the top five [1] Group 3: International Performance - DianDian Interactive maintains its leadership in mobile game exports, with "Whiteout Survival" and "Kingshot" ranking first and second respectively in September [2] - "Kingshot" saw a 5% month-on-month revenue increase, surpassing 100 million USD in a single month, with total global revenue exceeding 400 million USD since its launch in February [2] - "Whiteout Survival" has achieved cumulative global revenue exceeding 3.5 billion USD, reinforcing DianDian Interactive's leading position in the overseas strategy and survival game categories [2] Group 4: Industry Trends - The gaming sector is undergoing transformations driven by AI, content, and commercialization model changes, with the gaming ETF (159869) tracking the performance of A-share listed companies in the animation and gaming industry [2]