Group 1 - The gaming sector showed strong performance with the gaming ETF (159869) rising nearly 3.5%, driven by stocks like 37 Interactive Entertainment hitting the daily limit and Xinghui Entertainment increasing over 7% [1] - As of October 31, the gaming ETF (159869) had a product scale of 11.168 billion, facilitating investors to easily invest in leading A-share gaming companies [1] - Tencent's mobile game "Light and Night Love" launched its HarmonyOS version, marking a significant step in supporting the Harmony ecosystem and showcasing Tencent's strategy to embrace domestic operating systems [1] Group 2 - Guojin Securities predicts accelerated profit release in the gaming industry, with an optimistic outlook for future valuation adjustments [2] - By Q3 2025, the overall revenue of the gaming industry is expected to reach 30.36 billion, a year-on-year increase of 28.61%, outpacing the overall media industry's growth of 8.20% [2] - The net profit attributable to the parent company is projected to be 5.78 billion, with a year-on-year growth of 111.65%, also exceeding the media industry's growth of 59.35% [2] - The number of game licenses issued in 2025 has already reached 1,440, surpassing the total for 2024, indicating a rich product pipeline that is likely to drive continued industry growth [2]

Group 1 - Capcom announced the pre-order for "Monster Hunter Stories 3: Fate of the Twin Dragons," set to release on March 13, 2026, across multiple platforms including PlayStation 5, Xbox Series X|S, Nintendo Switch 2, and PC, reflecting strong confidence in the "Monster Hunter" IP [1] - The game is priced at 298 yuan for the standard edition, 388 yuan for the deluxe edition, and 428 yuan for the premium deluxe edition, indicating the company's deep exploration of the IP's value [1] - The cross-platform release strategy aims to maximize user coverage and may set a benchmark for the industry, promoting the trend of multi-platform releases for high-quality content [1] Group 2 - Eagle Horn announced that "Arknights: End of the World" will enter a comprehensive testing phase on November 28 for PC and mobile, with recruitment for testers now open [2] - This testing phase is a paid test, which will help validate the game's core gameplay and monetization model ahead of its official launch [2] - The testing dynamics from leading companies are crucial for observing market trends, and feedback may influence investor sentiment towards the two-dimensional and strategy game sectors [2] Group 3 - Tencent's "Light and Night of Love" has launched its HarmonyOS version, supporting devices with HarmonyOS 5 and above, allowing players to retain their account data from the Android version [3] - This launch positions Tencent's game as a benchmark for female-oriented games adapting to the Harmony ecosystem, supporting the development of the Harmony system [3] - The move is expected to accelerate the migration of other game developers to the Harmony ecosystem, reshaping the application distribution landscape [3]