The logic of a big year for the gaming industry products may continue to be realized, with the Gaming ETF (159869) currently up nearly 1.5%.

2026-02-27 07:12:41

Abstract generation in progress

On February 27, the gaming sector continued to rise in the morning session, with the Gaming ETF (159869) up nearly 1.5%. As of the time of writing, the intraday trading volume has exceeded 670 million yuan. Among the holdings, stocks such as Shunwang Technology, Zhesu Culture, Perfect World, Glacier Network, and Shengtian Network saw the largest gains; while China Shou Taiyue, Xunyou Technology, and Huali Technology experienced the largest declines.

$1 China Merchants Securities pointed out that around the 2026 Spring Festival holiday, whether listed in Hong Kong, the US, or A-shares, gaming companies’ operational data have shown good performance or breakthroughs, demonstrating the resilience of the gaming sector under the current macroeconomic environment and the continued realization of the 2026 gaming product boom logic. The industry’s overall prosperity has increased, with non-listed companies also performing remarkably, setting new highs in multiple game operation metrics.

For example, Tencent Holdings’ various game operations have seen comprehensive growth. “Dark Zone Breakout” has surpassed 230 million registered users globally and entered the top of the bestseller list. Existing games like “Honor of Kings” and “Peacekeeper Elite” have achieved significant month-over-month revenue growth through content updates. Perfect World’s “Otherworld” has exceeded 25 million reservations. Century Huatong has begun to show results in casual game layout, with related game revenue increasing significantly. “Goose Duck Kill” topped the free game charts during the Spring Festival. This reflects the continued realization of the industry’s product boom logic.

The gaming sector is driven by multiple catalysts such as AI, content, and business model transformation. The Gaming ETF (159869), which tracks the China Securities Index of Animation and Games, leads the market in AI application content, accurately covering the overall performance of the A-share animation and gaming industry. Currently, the gaming sector is experiencing a multi-faceted boom fueled by policy support, product cycles, and AI empowerment, making it a potential focus for strategic deployment in the gaming track.

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