Workflow
游戏ETF(516010)
icon
Search documents
ETF日报:A股放量突破3800点整数关口 市场乐观情绪继续发酵
Xin Lang Ji Jin· 2025-08-22 23:11
2025.8.22 上证指数收盘上涨54.66点,涨幅为1.45%,报收3825.76点,成交额10950.91亿元;深证成指收盘上涨 246.3点,涨幅为2.07%,报收12166.06点,成交额14516.18亿元;创业板指收盘上涨87.08点,涨幅为 3.36%,报收2682.55点,成交额6977.4亿元;沪深300收盘上涨89.93点,涨幅为2.1%,报收4378.0点, 成交额6759.35亿元。 板块层面,芯片、半导体、证券等多数板块表现强势,红利、养殖等个别板块表现稍弱。沪深两市成交 额超2.5万亿,场外资金进场积极。A股连续8日成交额破2万亿元。盘面上,个股上涨家数略多,全市场 超2800只个股上涨,约2400只下跌。 站在当下,操作上建议"一动不如一静",恐高离场和盲目追高均并不理智,一旦出现回调或可大胆加 仓。一方面,上涨趋势并没有结束的信号,空间上的压力并不能阻挡趋势的推进,甚至之前的套牢盘成 为了多头资金的目标位。但另一方面,随着一个多月来的持续大涨,技术面已经逐渐进入超买区间,当 下追涨的赔率并不具备优势。 展望后市,如此斜率并不可能一直持续,预计会逐渐转入震荡,在高位构建新的筹码 ...
2025H1中国游戏收入、用户数均创新高,游戏ETF盘中强势领涨超2%
Sou Hu Cai Jing· 2025-08-05 03:01
Core Insights - The domestic gaming market in China achieved a record sales revenue of 168 billion yuan in the first half of 2025, marking a year-on-year growth of 14.08% [3] - The number of gaming users reached 679 million, also a historical high, with a year-on-year increase of 0.72% [3] Group 1: Market Performance - The gaming sector is experiencing strong growth, driven by the successful launch of new games and the steady performance of established titles [3] - The rise in e-sports and mini-program games is contributing significantly to market expansion [3] - The overall improvement in industry sentiment and accelerated technological advancements are providing robust support for the gaming sector [3] Group 2: Regulatory Environment - The National Press and Publication Administration continues to issue gaming licenses, with 134 licenses granted in July 2025, including 127 domestic and 7 imported games [4] - A total of 884 domestic gaming licenses were issued from January to July 2025, reflecting a year-on-year increase of 20.60% compared to the same period in 2024 [4] - The regular issuance of gaming licenses indicates ongoing regulatory support for the gaming industry [5] Group 3: Investment Opportunities - The current market conditions and the positive outlook for the gaming sector present attractive investment opportunities, particularly in gaming ETFs [5]
游戏ETF(516010)涨超3.6%,AI应用与内容输出或成行业双主线
Mei Ri Jing Ji Xin Wen· 2025-08-04 06:25
Group 1 - The core focus of the media gaming industry from July 28 to August 4, 2025, is on technological breakthroughs and industry activities, with the National Press and Publication Administration approving 127 domestic games and 7 imported games, including NetEase's "Diablo IV" and Tencent's "Ultimate Race" [1] - Huachuang Securities highlights that the media industry is experiencing a rise in AI applications, which is expected to reshape the landscape of open-source large models in China this year, emphasizing three steps for AI application advancement: public cloud value reconstruction, empowering B-end enterprises, and C-end scenario implementation [1] - The gaming sector is advised to focus on layout opportunities after corrections, with limited impact from tax deductions on advertising expenses for listed companies, and Q3 AI industry catalysts are anticipated to drive capital allocation [1] Group 2 - The gaming ETF (516010) tracks the animation and gaming index (930901), which selects listed companies involved in animation production, game development, platform operation, and related industry chains to reflect the overall performance of the animation and gaming sector [1] - The animation and gaming index emphasizes key aspects such as content creation, technology research and development, and channel distribution, with a focus on high-growth investment in sectors like entertainment media, software services, and digital media [1]
ChinaJoy、PTS等展会凸显游戏高景气度,游戏ETF(516010)盘中拉升大涨超2.5%
Mei Ri Jing Ji Xin Wen· 2025-08-04 03:12
Group 1 - The 22nd ChinaJoy will open on August 1, 2025, with the theme "Gathering What You Love," featuring 800 well-known companies and a total exhibition area of 135,000 square meters, including 220 foreign enterprises, accounting for 27.5% [1] - The Beijing International Trendy Toy Exhibition will also start on August 1, showcasing Pop Mart's theme exhibition "Playful Return, Seeking the Heart of the Wild," highlighting high popularity in the gaming and trendy toy sectors [1] - The gaming ETF (516010) tracks the anime and gaming index, selecting listed companies from the A-share market involved in the anime, gaming, and related industry chain, serving as an important indicator for measuring the development of China's anime and gaming industry [1]
游戏ETF(516010)涨超1.1%,技术升级与政策支持驱动行业稳健发展
Sou Hu Cai Jing· 2025-07-28 05:18
Group 1 - The media industry is experiencing continuous catalysts, with AI applications driving development [1] - The Chinese gaming market showed slightly better-than-expected performance in May, supported by increased policy backing [1] - The Kimi K2 model has been released, demonstrating exceptional performance in coding, agent, and mathematical reasoning, marking a new stage for China's open-source large models [1] Group 2 - The digital economy policies are consistently favorable, with significant benefits observed across the industry chain [1] - The gaming ETF (516010) tracks the animation and gaming index (930901), which selects listed companies involved in animation production, game development, and related platform operations [1] - The index reflects the overall performance of listed companies in the animation and gaming industry, showcasing strong cultural creativity and growth potential [1] Group 3 - Investors without stock accounts can consider the Guotai CSI Animation and Gaming ETF Connect A (012728) and Connect C (012729) [1]
暑期游戏催化不断,资金积极布局游戏板块,游戏ETF(516010)连续5日净流入超1.8亿元
Mei Ri Jing Ji Xin Wen· 2025-07-28 02:51
Core Insights - The gaming industry in China is experiencing a significant increase in game license approvals, with 134 licenses issued in July, including 127 domestic and 7 imported games. The total number of licenses issued from January to July reached 946, marking a 19% year-on-year growth [1] Industry Developments - Multiple supportive policies from central and local governments are being implemented to foster the long-term development of the gaming industry [1] - Major traditional gaming companies like Tencent, NetEase, and miHoYo have not released any blockbuster titles this year, creating a user gap that provides an opportunity for mid-sized companies to launch new products [1] - Non-headline gaming companies are beginning to benefit from new product cycles, showing a clear trend of performance recovery [1] Market Dynamics - Recent adjustments in the gaming sector are primarily driven by structural market changes rather than fundamental factors. If capital shifts from high to low valuations, the adjusted gaming sector may demonstrate higher cost-effectiveness in terms of valuation and growth potential [1] - The gaming ETF (516010) tracks the anime and gaming index, selecting listed companies in the A-share market related to the anime, gaming, and associated industries, serving as an important indicator of the development of China's anime and gaming industry [1]
游戏暑期档拉开序幕,游戏ETF(516010)涨超1%,连续5日净流入近3亿元
Mei Ri Jing Ji Xin Wen· 2025-07-21 02:48
Core Viewpoint - The summer gaming season has begun, with the gaming ETF (516010) rising over 1% and experiencing nearly 300 million yuan in net inflows over the past five days [1] Company Performance - G-bits' new game "Zhang Jian Chuan Shuo" has shown excellent performance in its first month, with an estimated download volume of over 980,000 and projected revenue of over 12.16 million USD [1] - Giant Network's new game "Supernatural Action Group" is performing well, with a rapidly increasing user base and strong short-term growth potential [1] - ST Huatuo's subsidiary, Diandian Interactive, reports stable monthly revenue of over 300 million yuan for the small game "Endless Winter," with strong certainty for future performance [1] - The new game "Kingshot" from Diandian Interactive ranks in the top 3 for overseas mobile game revenue in June, with expectations of reaching a monthly revenue level of 100 million USD in Q3, and a domestic launch anticipated after mid-year reports [1] - 37 Interactive's "Douluo Dalu: Hunting Soul World" is set to launch on July 11, following the successful release of its predecessor, which generated over 700 million yuan in its first month [1] - Perfect World’s open-world RPG "Yihuan" and Kaiying Network's 3D AI companion application "EVE" are also showing promising performance in their respective tests [1] Industry Overview - The gaming ETF (516010) tracks the animation and gaming index, which is compiled by China Securities Index Co., Ltd. It selects listed companies from the A-share market involved in animation, gaming, and related industries to reflect the overall performance of these sectors [1] - This index is characterized by distinct industry features and style configurations, serving as an important indicator of the development of China's animation and gaming industry [1]
游戏ETF(516010)上一交易日净流入超0.7亿元,行业景气度获机构关注
Mei Ri Jing Ji Xin Wen· 2025-07-21 02:17
Group 1 - The gaming ETF (516010) saw a net inflow of over 70 million yuan in the last trading day, indicating increased institutional interest in the industry [1] - Wanlian Securities highlighted that the media and gaming industry will be active in June 2025, with six key new games launching, reflecting a stable issuance of game licenses and a steady market environment [1] - The gaming ETF tracks the Animation and Gaming Index (930901), which is compiled by China Securities Index Co., Ltd., selecting listed companies involved in animation production, game development, and related services to reflect the overall performance of the industry [1] Group 2 - The index has significant cultural and creative industry attributes, focusing on high-growth investment opportunities within China's animation and gaming sector [1] - Investors without stock accounts can consider the Guotai CSI Animation and Gaming ETF Connect C (012729) and A (012728) [1]
游戏ETF(516010)涨超1.1%,版号放量叠加新游表现提振行业信心
Mei Ri Jing Ji Xin Wen· 2025-07-21 02:17
Group 1 - The core viewpoint is that 2023 is expected to be a breakout year for closed-source general large models, while 2025 is anticipated to reshape the landscape for open-source large models in China [1] - The gaming sector is recommended for investment opportunities after market corrections, with core product high-frequency data showing continuous improvement [1] - AI applications are maturing, with the Agent landing paradigm becoming more established, leading to cost reduction and efficiency improvements in 2B sectors and enhanced experiences in 2C sectors [1] Group 2 - Commercialization processes for AI companionship and AI education are accelerating, aligning with personalized needs and high willingness to pay [1] - The IP derivative sector is experiencing increased prosperity, with accelerated progress in licensing businesses [1] - The gaming ETF (516010) tracks the animation and gaming index (930901), reflecting the overall performance of listed companies in the animation, comics, and gaming sectors [1]
游戏ETF(516010)上一交易日净流入超0.5亿,行业改善趋势获关注
Mei Ri Jing Ji Xin Wen· 2025-07-14 02:19
Group 1 - The gaming sector within the media industry is experiencing a continuous improvement in its prosperity, with a recommendation to focus on domestic policy enhancements and overseas industry trends that could drive valuation increases [1] - The summer product lineup has shown strong performance, with new releases like "Delta Action" expected to boost earnings expectations [1] - In the film sector, "Lychee in Chang'an" has received excellent reviews during its preview, likely to enhance the summer box office, with multiple new films set to be released subsequently to drive content upgrades [1] Group 2 - In the advertising sector, the fundamentals of Focus Media remain robust, with AI marketing tools enhancing material generation efficiency [1] - The publishing sector is approaching mid-year performance reporting, with high-dividend stocks showing potential for allocation value [1] - Major internet companies like Tencent and Alibaba are deepening their layouts in multimodal models and native applications, with AI gradually being applied in advertising and gaming scenarios [1] Group 3 - The gaming ETF tracks the animation and gaming index, which is compiled by China Securities Index Co., Ltd., selecting listed companies involved in animation, comics, and gaming to reflect the overall performance of the industry [1] - This index features distinct industry characteristics and growth potential, effectively representing the development trends of the animation and gaming industry [1]