Group 1 - The gaming sector is experiencing fluctuations, with the gaming ETF (159869) narrowing its decline to around 0.5%, while individual stocks show mixed performance [1] - As of November 5, the gaming ETF (159869) has a product scale of 11.158 billion yuan, facilitating investors to easily invest in A-share gaming leaders [1] - Bilibili's TeamSoda studio launched the single-player PVE game "Escape from Duckkov" on October 16, achieving over 2 million sales on Steam by November 2, ranking fifth on the platform's most popular games list [1] Group 2 - Guotai Junan Securities projects continued growth in the gaming industry, with Q3 2025 revenue reaching 30.362 billion yuan, a year-on-year increase of 28.6% and a quarter-on-quarter increase of 9.48% [2] - The industry's profit in Q3 2025 reached 5.777 billion yuan, with a profit margin of 19%, reflecting significant improvements both year-on-year and quarter-on-quarter [2] - The number of domestic game licenses issued has reached a new high, with 1,354 domestic licenses granted in 2025, surpassing the total of 1,306 for the entire year of 2024 [2]
版号发放节奏稳定，客户端游戏市场三季度增长亮眼，游戏ETF（159869）跌幅持续收窄
Mei Ri Jing Ji Xin Wen·2025-11-06 03:08