Mei Ri Jing Ji Xin Wen·2026-01-05 04:53Group 1 - The gaming sector experienced a significant rebound, with companies like 37 Interactive Entertainment hitting the daily limit, and others such as Century Huatong and Giant Network also seeing gains. The gaming ETF (159869) surged nearly 4% in early trading, accumulating 1.171 billion yuan over the last 10 trading days, reaching a total scale of 12.611 billion yuan by December 31 [1] - WeChat Mini Games announced an upgrade to its in-app purchase incentive policy starting January 1, 2026, aimed at encouraging developers to create high-quality content. The year 2025 is anticipated to be a breakout year for the Chinese gaming market and its overseas expansion, with a total of 1,676 domestic game licenses issued, marking a 28.33% increase from 1,306 in 2024 [1] - Huaxin Securities forecasts a 7.68% year-on-year growth in domestic gaming market revenue for 2025, as the industry enters a phase of refined operations with normalized license issuance. The competitive landscape is characterized by leading firms and emerging players in niche markets, with a focus on lightweight casual products and the need for breakthroughs in mid-to-heavyweight and AI-native games [1] Group 2 - The gaming sector is catalyzed by multiple factors including AI, content, and changes in commercialization models. The gaming ETF (159869) tracks the performance of A-share listed companies in the animation and gaming industry, presenting investment opportunities [2]