Group 1 - The A-share market opened on January 6, with the Shanghai Composite Index rising by 0.06%, the Shenzhen Component Index increasing by 0.01%, and the ChiNext Index declining by 0.45. The brain-computer interface concept stocks continued to gain traction, while energy metal themes strengthened, particularly in lithium mining [1] - The game sector experienced fluctuations but saw a rise, with the Game ETF (159869) increasing by nearly 1%. Over the past 10 trading days, this ETF attracted a total of 1.306 billion yuan, and as of January 5, its scale reached 13.116 billion yuan, providing investors with a convenient tool for positioning in A-share game leaders [1] - SteamDB reported a record peak of online players at over 41.81 million in a 24-hour period, indicating strong demand and activity in the global PC gaming market. This trend supports the confidence of game export companies in expanding their overseas sales [1] Group 2 - Guotai Junan Securities noted that multiple major games are scheduled for release in Q1 2026, suggesting that 2026 could be a significant year for domestic games. Attention should be paid to the performance of new game launches and the upcoming Spring Festival holiday gaming peak [2] - The WeChat mini-game platform announced an upgrade to its IAP incentive policy, with new games launched in 2026 set to enjoy dual incentives, with a total incentive ratio exceeding 100% and a maximum incentive of 4 million yuan per game, aimed at supporting long-term quality operations by developers [2] - The global gaming market is projected to reach a total revenue of 197 billion dollars by 2025, with a year-on-year growth of 7.5%. The mobile gaming market is expected to account for over half of this revenue, reaching 108 billion dollars [2]
机构称2026年有望成为国产游戏大年，游戏ETF（159869）近10个交易累计“吸金”达13.06亿元
Mei Ri Jing Ji Xin Wen·2026-01-06 06:45