Group 1 - The A-share market showed mixed performance on December 9, with the Shanghai Composite Index slightly down by 0.1% and the ChiNext Index rising over 1% [1] - The gaming sector experienced a pullback during the midday session, with the gaming ETF (159869) showing a slight decline. However, it attracted significant capital, accumulating 230 million yuan over the past five trading days, reaching a total scale of 11.47 billion yuan as of December 5 [1] - The mobile game "Goose Duck" announced its public beta in China, scheduled for January 7, 2026, aiming to enhance the gaming experience with local adaptations and server improvements [1] Group 2 - According to Huatai Securities, the Chinese gaming market demonstrated resilience in the first three quarters of 2025, with total revenue reaching 256 billion yuan, a year-on-year increase of 7.11% [2] - There is a noticeable performance disparity among A-share gaming companies, with leading firms achieving significant revenue and net profit growth through blockbuster new games [2] - The gaming sector is expected to see a dual trend of "stronger getting stronger" and "niche breakthroughs," with major players like Tencent, NetEase, and miHoYo focusing on high-value segments such as open-world, shooting, and simulation games [2]
机构称2025年前三季度中国游戏市场展现出较好韧性,聚焦游戏ETF(159869)低位布局窗口
Mei Ri Jing Ji Xin Wen·2025-12-09 06:21