On May 27, the short drama game sector rapidly surged, with the game ETF ChinaAMC (159869) continuing to rise, now up nearly 1.5%. Most of the holdings saw gains, with Xunyou Technology, Light Media, Aofei Entertainment, Guomai Culture, Xinghui Entertainment, and Kaiying Network all rising over 2%.
On May 26, the National Press and Publication Administration released a new batch of game licenses for May, totaling 158 titles. There are 154 domestic game licenses, including 79 for &#34;mobile&#34; games, 2 for &#34;client&#34; games, and 15 games that received both &#34;mobile + client&#34; licenses. Additionally, there are 56 &#34;mobile + casual puzzle&#34; games, 1 &#34;mobile + web&#34; game, and 1 &#34;mobile + client + web&#34; game. There are 4 imported game licenses, including 2 for &#34;mobile&#34; games and 2 for &#34;mobile + client.&#34; As of May, a total of 779 game licenses have been issued in 2026, of which 754 are domestic games and 25 are imported game licenses.
Specifically regarding the game licenses in May, notable manufacturers or products include: Tencent Games' &#34;Chasing Kaleido,&#34; NetEase Games' &#34;Shadow Hidden Blade,&#34; 37 Interactive's &#34;Battle Through the Heavens: Awakening,&#34; Lilith Games' &#34;Little Ice Ice Fight Cricket,&#34; Chao Xi Guang Nian's &#34;Totopia,&#34; 4399's &#34;Dream Adventure&#34; and &#34;Dream Fall into the City,&#34; Shanghai Youka's &#34;Three Kingdoms Kill: Smoke Strategy,&#34; Dianhun Network's &#34;Star Wish Crown,&#34; and Kaiying Network's &#34;Miracle: New Era,&#34; among others. In terms of imported games, there are four titles including Shanghai Kaiying's &#34;Miracle: New Era.&#34; Additionally, 9 games have undergone license information changes.
The game sector is catalyzed by multiple factors including AI, content, and commercialization model transformations. The game ETF ChinaAMC (159869) tracks the CSI Dynamic Game Index, leading the market in AI application content, accurately covering the overall performance of the A-share animation and game industry. Currently, the game sector is experiencing a surge driven by favorable policies, product cycles, and AI empowerment, which may provide a window for focusing on game track layouts

09999

159869

On May 27th, the gaming ETF ChinaAMC (159869) rose nearly 1.5%. The National Press and Publication Administration released 158 new game licenses, of which 154 are domestic. Notable games include Tencent's "Chasing Kaledo" and NetEase's "Shadow Hidden Blade." The gaming sector is experiencing a layout window influenced by favorable policies, product cycles, and AI empowerment

- On May 27, the gaming sector saw significant growth, with the game ETF Huaxia (159869) rising nearly 1.5% and most holdings, including Xunyou Technology and Guangxi Media, increasing over 2%.  
- The National Press and Publication Administration released 158 new game licenses, 154 of which are for domestic games, with various categories covering mobile and client-based formats.  
- As of May 2026, a total of 779 game licenses have been issued, fueled by favorable policies and advancements in AI, positioning the gaming sector for potential growth opportunities.

同壁财经

NTES-S

ChinaAMC CSI Animation Game ETF

XYKJ

Enlight Media

Alpha Group

NGDC

Rastar

KINGNET

TENCENT

Tencent

NetEase

SANQI HUYU

E-Soul

内地低碳

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

In May, 158 games obtained licenses, and the game ETF ChinaAMC (159869) is currently up nearly 1.5%