Group 1 - The gaming sector is experiencing strong momentum, with the gaming ETF (159869) rising over 1% and recording a net inflow of 1.332 billion yuan over the past seven trading days, bringing its total scale to 12.529 billion yuan as of December 29 [1] - Kullo Games' flagship mobile game "Mingchao" has launched a nationwide collaboration with the retail brand Lawson, featuring 27 themed stores in major cities and exclusive products that have generated significant consumer interest [1] - The collaboration exemplifies a successful model of "game IP + physical consumption," enhancing user loyalty and driving more cross-industry partnerships in the anime and gaming sector [1] Group 2 - The emotional economy market in China is projected to reach 23,077.67 billion yuan in 2024, reflecting an 18.5% growth from 2023, with expectations to exceed 45 trillion yuan by 2029 [2] - The actual sales revenue of China's gaming market is expected to reach 325.783 billion yuan in 2024, marking a year-on-year increase of 7.53%, while overseas sales of domestically developed games are projected to hit 18.557 billion USD, up 13.4% [2] - Game companies are advised to focus on high-value users and efficient operations, leveraging high-quality content and global expansion to seek excess returns beyond the saturated domestic market [2]
游戏ETF（159869）近七个交易日累计“吸金”达13.32亿元，游戏景气度或持续上行
Mei Ri Jing Ji Xin Wen·2025-12-30 03:37