7月7日，游戏板块反复活跃，游戏ETF（159869）早盘表现较为震荡，现小幅微跌，持仓股涨跌互现， 冰川网络、神州泰岳、星辉娱乐等领涨，吉比特、恺英网络、巨人网络等跌幅居前。游戏板块正迎 来"基本面持续改善+政策面边际宽松+值修复空间显著+AI技术创新驱动"四重逻辑加持，临近暑期档， 游戏板块回暖复苏动能强劲。 上市游戏公司多款新游表现强势，暑期档游戏赛道有望持续高景气度，AI+游戏持续迎积极进展。巨人 网络《超自然行动组》7月4日的版本更新和新时装上架带动游戏进入iOS畅销榜Top10；吉比特新游 《杖剑传说》5月29日上线以来排名稳定在Top30，小游戏《道友来挖宝》5月发布以来排名迅速提升， 6月获得微信小游戏畅销榜第5名。 AI+游戏方面，恺英投资的全球首款3D-AI智能陪伴应用EVE近期开启内测，计划2025年内上线；公司 开发的AI游戏全流程开发平台《SOON》预计7月30日开放。展望后续，重点游戏厂商储备丰富，三七 互娱《斗罗大陆：猎魂世界》定档7.11上线；恺英网络有《盗墓笔记：启程》《斗罗大陆诛邪传说》 《三国：天下归心》等多款自研产品待上线；完美世界《异环》6月底开启二测。 新游周期或带 ...

Group 1 - The game "Dragon City" by Century Huatong has risen to the 4th position in the sales ranking, while "Treasure Hunter" by Thunder Game has reached the 7th position [1][4][9] - "Dragon City" is currently the highest-ranked legendary game on the WeChat mini-game sales list, indicating a potential collaboration between leading mini-game manufacturers and legendary game developers to create a top-tier product [7][9] - The mini-game market has seen a slight increase in new entries, with 1 new product entering the top 50 and 11 new products entering the bottom 50 compared to the previous week [5][6] Group 2 - "Treasure Hunter" incorporates various mini-game elements and has been steadily rising in the rankings since its debut, suggesting a strategy to recapture users from previous titles [9][4] - The top ten mini-games include "Dragon City," "Treasure Hunter," and others, reflecting a competitive landscape in the mini-game sector [2][3] - The collaboration between Century Huatong and other game developers may signal a trend towards creating blockbuster legendary games on mini-game platforms [7][9]

游戏板块具备AI、内容、商业化模式变革多点催化，游戏ETF（159869）跟踪中证动漫游戏指数，反映 动漫游戏产业A股上市公司股票的整体表现，可以关注游戏ETF（159869）布局机会。 （文章来源：每日经济新闻） 据游戏产业报告，2025年5月，中国游戏市场规模为280.51亿元，同比增长9.86%，环比增长2.56%，新 品、次新品及成熟期产品中均有产品带来增量。2025年5月，中国客户端游戏市场规模为58.19亿元，同 比增长1.58%，环比增长0.34%，本月客户端游戏市场增量主要由新品、次新品带来；5月中国移动游戏 市场规模为211.77亿元，同比增长11.96%，环比增长3.69%，本月新品及成熟期产品中均有部分产品表 现较佳；5月中国自主研发游戏海外市场实际销售收入为15.77亿美元，同比增长6.93%，环比增长 1.50%，环比增量主要来自《Kingshot》《Genshin Impact》（原神）等。 华创证券研报显示，完美世界旗下《异环》周末公布2测前瞻，包含新内容+开放世界要素&玩法填充 +优化+移动端+抽卡系统。核心产品高频数据趋势维持，巨人网络旗下《超自然行动组》免费榜维持5- 10 ...

Group 1 - The new entry "Dao You Lai Wa Bao" by G-bits has ranked 40th in the weekly chart of WeChat mini-games, indicating a successful launch in the market [1][5] - The game is based on the gameplay and materials from the online game "Wen Dao" and its mobile version, aiming to recall users who have left these platforms [5] - "Dao You Lai Wa Bao" incorporates various mini-game mechanics, such as a treasure map system for obtaining rewards based on progress, enhancing user engagement [5] Group 2 - The top ten mini-games include titles like "Zombie Shooting," "Endless Winter," and "Three Kingdoms: Ice Age," showcasing a diverse range of genres [2] - "Hero Adventure Team" has seen a significant rise, moving up 9 ranks to 27th, indicating strong user interest in nostalgic themes [4][9] - The overall performance of the mini-game market remains stable, with three new entries in the top fifty and six in the lower fifty, reflecting consistent user engagement [3][4]