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文化消费需求释放,游戏、影视院线等行业净利增速超70%,聚焦游戏传媒板块布局机遇
Mei Ri Jing Ji Xin Wen· 2025-09-01 02:41
Group 1 - The gaming sector experienced fluctuations with a slight recovery, as the gaming ETF (159869) saw a near 1.5% decline but attracted a net inflow of 272 million yuan over the last five trading days, indicating strong investor interest [1] - miHoYo's announcement of the UGC gameplay "Thousand Star Realm" for Genshin Impact marks a shift from being a content provider to a platform ecosystem builder, enhancing user engagement and community activity [1] Group 2 - The China Listed Companies Association reported that cultural consumption demand has been released in the first half of the year, with significant revenue growth in the gaming and film industries, and net profit growth exceeding 70% [2] - New emotional consumption scenarios, such as the pet economy and IP economy, have ignited enthusiasm among younger demographics, leading to notable performance increases for related listed companies, with net profit growth rates of 40.29% and 54.90% respectively [2] - Relevant ETFs include the gaming ETF (159869), which focuses on leading companies in the A-share IP gaming industry, and the cultural and entertainment media ETF (516190), which provides balanced exposure across marketing, film, cultural tourism, and IP toy sectors [2]
中国游戏市场交出亮眼“中报”,游戏产业已成为中国数字经济重要一环
Mei Ri Jing Ji Xin Wen· 2025-08-13 03:01
Group 1 - The Shanghai Composite Index reached 3680 points on August 13, marking the highest level since December 2021, with sectors like electronic chemicals, shipbuilding, non-ferrous metals, and power equipment leading the gains [1] - The Chinese gaming market reported a sales revenue of 168 billion yuan in the first half of the year, representing a year-on-year growth of 14.08%, with a user base of 679 million, showing a steady increase of 0.72% [1] - Self-developed games saw domestic market sales revenue grow by nearly 20% year-on-year, while overseas revenue exceeded 9.5 billion USD, indicating the gaming industry's significant role in China's digital economy [1] Group 2 - The international performance of self-developed games has improved, transitioning from low-cost reskins to high-quality originals, with titles like "Genshin Impact" and "Honkai: Star Rail" consistently ranking high in overseas app stores [2] - This growth not only contributes to foreign exchange income but also enhances China's global influence in the digital content industry [2] - The gaming sector is experiencing multiple catalysts, including AI, content, and commercialization model transformations, with gaming ETFs tracking the performance of the A-share listed companies in the animation and gaming industry [2]
明线为AI应用起势,暗线为文化自信,游戏板块反弹上攻趋势显著,聚焦游戏板块布局机会
Mei Ri Jing Ji Xin Wen· 2025-06-03 03:11
Group 1 - The gaming sector is experiencing a strong recovery, with the gaming ETF (159869) rising nearly 4% as of the report, and has seen net inflows in 4 out of the last 5 trading days, indicating sustained investor interest [1] - In May, the National Press and Publication Administration approved 130 domestic and 14 imported online games, totaling 144 approvals, which marks a new monthly record in nearly two years [1] - According to Gamma data, the Chinese gaming market is projected to reach 273.51 billion yuan by April 2025, representing a year-on-year growth of 21.93%, driven by mobile games and overseas revenues [1] Group 2 - Huachuang Securities highlights that IP toys and live performances are key growth areas in the new consumption sector, with expectations for continued rapid growth in the industry [2] - The media sector is seeing a rise in AI applications, with 2023 anticipated to be a pivotal year for the explosion of open-source large models in China [2] - By 2024, global gaming industry revenue is expected to reach 187.7 billion USD, with China accounting for over 30% of this revenue, and self-developed games making up over 80% of the domestic market [2]