Core Insights - In November 2025, global mobile game spending reached $6.68 billion, a month-over-month decrease of 2.8% [5] - The United States led the market with a 32.3% share of total revenue, followed by China (iOS only) at 14.4% and Japan at 12.4% [5] - Global mobile game downloads totaled 3.62 billion, down 4.1% month-over-month [9] Revenue Rankings - "Last War: Survival Game" topped the global revenue chart, driven by its alliance-based gameplay and competitive live operations [2] - "Whiteout Survival" and "MONOPOLY GO!" ranked second and third, respectively, due to impactful seasonal events that enhanced user engagement [4][5] - "MapleStory: Idle RPG" led the revenue growth list, benefiting from strong IP appeal and targeted monetization strategies [6] Download Rankings - "Block Blast!" was the most downloaded game, supported by continuous content updates and a Thanksgiving-themed event [8] - "ROBLOX" secured the second position, aided by significant operational events throughout November [8] - "Solitaire Associations Journey" topped the download growth list, combining classic card mechanics with word association gameplay [10] User Engagement Strategies - Publishers focused on thematic rewards and social activities to boost user engagement during November [4] - Seasonal events like "Thanksgiving Festival" and "Turkey-tastic Times" effectively maintained player activity and monetization [5][6] - The success of these live operations highlighted the importance of seasonal rewards and collectible-driven mechanisms in enhancing user participation [5]

Group 1 - The China Securities Media Index (399971) has seen a strong increase of 2.34%, with notable gains from stocks such as Kyeing Network (002517) up 10.03%, Giant Network (002558) up 9.39%, and G-bits (603444) up 6.19% [1] - The Media ETF (159805) rose by 2.48%, with the latest price reported at 1.2 yuan [1] - In May, the total revenue of the Chinese gaming market reached 28.051 billion yuan, indicating a clear positive trend in the industry fundamentals [1] Group 2 - The China Securities Media Index tracks 50 large-cap listed companies from sectors including marketing and advertising, cultural entertainment, and digital media [2] - As of May 30, 2025, the top ten weighted stocks in the index accounted for 48.11% of the total index, with companies like Focus Media (002027) and Giant Network (002558) among the leaders [2]