In the era of mobile game user stock, the market scale of women to the game track is growing faster than that of women to games, which refers to specific categories of games designed for women or suitable for female players. it has the following characteristics: 1) take the needs of women as the design core; 2) the game theme is popular with women; 3) there is a large proportion of female users in the game. China's game market has entered the era of user stock, but the growth of female mobile game players is strong. The size of users and ARPU values drive the continuous increase in the size of the female game market. According to Frost Sullivan's forecast, the market size of mobile games for women will exceed 70 billion yuan in 2021 and approach 100 billion yuan in 2023. From the perspective of first principle, the cognitive needs of female players for the sense of achievement, the demand for sociality and the demand for beauty are the inexhaustible sources for the rapid and continuous growth of women to mobile games.
As the leader of the subdivision field, the company deeply ploughs the women to the mobile game track.
Friendship time was founded in 2010, is a female mobile game subdivision track leader, the product line is rich and diverse, has successfully launched "Xi Princess Biography", "Xi Princess Q Biography", "Palace Tour", "floating Life for Qing Song", "this Life is White" and other popular boutique games, which are deeply loved by users. Among them, women to the head product "floating Life for Qing Song" successfully verified the company's ability to create explosives. In addition, the company has a unique advantage in the traditional advantages of RPG women to the type of games, and the strong long-term operation ability helps to create long-life cycle products.
The new tour "Lingyunuo" opens a key product cycle and is expected to become a popular style contribution performance increment "Lingyunuo" is another female RPG product that deepens its traditional advantages and is expected to bring a new wave of growth for the company after raising the upper limit of the technical ability of women to the track. This kind of product has a long life cycle and high ARPPU, which is expected to contribute long-term stable income to the company. The promotion of du Lala, a modern IP mobile game, is expected to be launched in the second half of 2022, which will open up room for the company to develop on the track for modern women and drive performance growth.
Risk tips: industry regulatory risks; new travel is not as expected; sea business is not as expected