A dense launch of AI gaming platforms is expected to significantly expand the growth potential of the gaming industry. The Huaxia Gaming ETF (159869) shows a strong trend of bottoming out and recovering.

The 2026 ChinaJoy, themed "Traveling with AI," will feature nearly 900 exhibiting companies, a significant increase from 2025. Over 500 game companies will present more than a thousand games, with a dedicated NextPlay Innovation Experience Zone showcasing cutting-edge achievements such as AI NPCs, interactive storytelling, and generative content. Information indicates that AI games are the absolute highlight of this year's exhibition, with 70 AI works covering four major areas: interactive storytelling, simulation management, roguelike, and companionship.

A research report from Open Securities states that at the 2026 ChinaJoy, major game companies will densely exhibit their self-developed AI game creation platforms, including Tencent's "Project Craft" and three other platforms, Kaiying Network's "SOON," and Tapjoy's "TapTapMaker." In terms of quality, the casual game "Good Night, No Worries House" on the SOON platform received consistent praise from CJ testing players. In terms of quantity, TDW2026 data shows that in the first half of 2026, the number of new games released on TapTap exceeded 5,000 (a year-on-year increase of nearly 10 times), with over 4,000 being AI-generated mini-games. Major tech giants opening up AI creation platforms helps unleash UGC potential and enrich high-quality industry supply. Meanwhile, as the AI game ecosystem matures, AI creation platforms are also expected to become a new growth pole for game companies through monetization methods such as charging technical service fees, game distribution fees, and advertising.

The gaming sector is subject to multiple catalysts, including AI, content, and commercial model transformations. The Huaxia Game ETF (159869) tracks the CSI Dynamic Game Index, leading the market in AI application content and accurately covering the overall performance of the A-share anime and gaming industry. Currently, the gaming sector is experiencing a wave of multiple catalysts driven by policy benefits, product cycles, and AI empowerment, presenting a potential window for layout in the gaming track.