Group 1 - The gaming sector is experiencing fluctuations, with the gaming ETF (159869) down nearly 0.5% as of November 11, 2023, and various stocks showing mixed performance [1] - As of November 10, 2023, the gaming ETF (159869) has a product scale of 11.554 billion yuan, facilitating investors to easily invest in A-share gaming leaders [1] Group 2 - According to the "Q3 2025 China Gaming Industry Report" by Gamma Data, the actual sales revenue of the Chinese gaming market for July to September 2025 was 88.026 billion yuan, reflecting a quarter-on-quarter growth of 6.96% but a year-on-year decline of 4.08% [2] - The client game market in China generated actual sales revenue of 20.29 billion yuan during the same period, with a quarter-on-quarter increase of 16.05% and a year-on-year increase of 19.88% [2] - The mobile gaming market in China achieved actual sales revenue of 64.389 billion yuan, with a quarter-on-quarter growth of 4.39%, although it saw a year-on-year decline of 1.93% due to a high revenue base from the previous year [2] - The overseas market for self-developed games from China generated actual sales revenue of 4.994 billion USD, with a quarter-on-quarter increase of 6.34% but a year-on-year decline of 3.39% [2] - Key products like "Kingshot" and "Last Z: Survival Shooter" have played a crucial role in driving market growth during this period [2] - The gaming sector is catalyzed by multiple factors including AI, content, and commercialization model transformations, with the gaming ETF (159869) tracking the performance of A-share listed companies in the anime and gaming industry [2]
中国游戏市场Q3实际销售收入为880.26亿元，环比增长6.96%，聚焦游戏ETF（159869）布局机会
Mei Ri Jing Ji Xin Wen·2025-11-11 05:50