寒假春节档将至，游戏行业或进入爆发期！游戏ETF（159869）早盘走强

Group 1 - The gaming sector experienced slight fluctuations, with the gaming ETF (159869) rising nearly 0.5%. Notable gainers included Xunyou Technology, Aofei Entertainment, and Shenzhou Taiyue, each rising over 2% [1] - According to Sensor Tower, 33 Chinese companies made it to the global mobile game publisher revenue ranking in November, collectively earning $1.95 billion, which accounts for 35.8% of the total revenue of the top 100 global mobile game publishers [1] - Tencent maintained its position as the top global mobile game publisher in terms of revenue [1] Group 2 - Jianghai Securities reported that from January to November 2025, 1,532 domestic online game licenses were issued, marking a year-on-year increase of 29.39%. The substantial number of licenses issued in November reflects a supportive regulatory attitude towards the gaming industry [1] - The gaming sector is expected to benefit from multiple catalysts as the Christmas, New Year, and Spring Festival holidays approach, leading to a significant increase in revenue from new and existing games [2] - Key upcoming game releases include Jibite's strategy mobile game "Nine Pastures" and other titles set for public testing on December 18, which are anticipated to enhance revenue streams [2]