Group 1 - The gaming sector is experiencing a downward trend, with the gaming ETF (159869) dropping over 1%, while stocks like 37 Interactive Entertainment,掌趣科技, Tianzhou Culture, Xinghui Entertainment, and Iceberg Network are among the biggest losers [1] - As of December 1, the gaming ETF (159869) has a product scale of 11.451 billion yuan, allowing investors to easily invest in leading A-share gaming companies [1] - On November 27, the National Press and Publication Administration approved 178 domestic games and 6 imported games, marking a monthly high for domestic game approvals in 2025, with a total of 1,532 domestic game licenses issued [1] Group 2 - Huaxi Securities believes that the high number of game licenses reflects policy stability, with leading companies enhancing their competitive advantages through product iteration and multi-platform strategies, providing a solid foundation for the long-term healthy development of the industry [1] - The gaming sector is catalyzed by multiple factors including AI, content, and commercialization model transformations, with the gaming ETF (159869) tracking the CSI Animation and Gaming Index, reflecting the overall performance of A-share listed companies in the animation and gaming industry [1]
政策暖风频吹，版号单月创新高，游戏ETF（159869）或迎中长期布局窗口
Mei Ri Jing Ji Xin Wen·2025-12-02 07:04