Workflow
SLG(策略类游戏)
icon
Search documents
点点互动延续手游出海龙头,《Whiteout Survival》和《Kingshot》蝉联冠亚军,聚焦游戏ETF(159869)配置窗口
Mei Ri Jing Ji Xin Wen· 2025-10-13 03:23
Group 1 - The gaming sector experienced a slight decline, with the gaming ETF (159869) down by 1.66% as of October 13, but it has seen a net inflow of 2.102 billion yuan over the past five trading days, indicating strong investor interest [1] - As of October 10, the gaming ETF (159869) has reached a total size of 10.936 billion yuan, facilitating investors' access to leading A-share gaming companies [1] - Sensor Tower reported that DotDot Interactive's games, "Whiteout Survival" and "Kingshot," topped the revenue chart for Chinese mobile games overseas in September 2025, showcasing the company's strong global distribution and long-term operational capabilities [1] Group 2 - "Kingshot" achieved a month-on-month revenue increase of 5% in September, surpassing 100 million USD in monthly revenue, with total global revenue exceeding 400 million USD since its launch in February [1] - "Whiteout Survival" also performed well, with total global revenue surpassing 3.5 billion USD, further validating the potential of mature game categories like SLG (strategy games) in overseas markets [1] - The achievements of these games may enhance investor focus on gaming companies with successful overseas expansion experience, potentially leading to a reassessment of the industry's overseas market value [1][2]