Event: the blockbuster IP mobile game "Obi Island: dream country", developed by Biao Family interaction and released by Thunder game agent, was launched on Android platform at 10:00 on February 25th.
The deletion limit number billing test.
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Thirteen years of operation of heavy IP online testing. Obi Island is a children's web game officially launched by Alchuang in Guangdong Province, which is owned by Mr. Dai Jian, founder of Baiao Family interaction, on September 25, 2008. It has three core highlights: virtual bear image, excellent role costumes, and a variety of in-game social interaction. Obi Island has been in operation for 13 years since its launch in 2008, with more than 300 million cumulative registered users and a peak of 11 million monthly active users.
According to data from iResearch Consulting in 2012, Obi Island ranks first in the role-forming youth community in the country, accounting for 29.5%. Obi Island is one of the three major leisure and entertainment communities of Generation Z juxtaposed with Moore Manor and the Kingdom of Locke. On February 23, the official official of Gibbit's Thunder game announced that it was the agent of Obi Island: the country of Dreams, which was developed by Baiao Family interaction, and officially opened a platform-wide appointment, which is scheduled to be launched in 2022. "Obi Island: the Dream Nation" ushered in the popularity of old players. On April 30, 2021, the first day of opening reservations, the number of reservations exceeded 1 million; currently, official statistics show that the number of reservations across the platform exceeds 5 million. Weibo Corp's topic "Obi Island Tour" has been read 130 million times; Baidu, Inc. searches "Obi Island Mobile Tour"
There are 13.3 million results.
Focus on socially driven visual virtual communities. "Obi Island: dream Nation" is a visual, interactive, virtual community product with easy liver nourishment and social drive to make the 13-year IP younger, more popular, magnified and integrated into more virtual reality elements. It restores many classic games of Obi Island page tour, the main label is farming management, dressing up leisure, collection and breeding, leisure and entertainment, the image is the classic lovely virtual bear image, the game style tends to 2.5D, there is a more real physical collision, the painting style is exquisite. In the game, players can plant, raise livestock, cook, manufacture and so on in the construction of their homes, which are basically the elements needed to accommodate most of the nurturance games.
It is worth mentioning that other games occupy most of the time in planting, in Obi Island, there is a certain simplification, you can quickly grow and harvest vegetables, overall low liver. Social interaction and games bring players a rich experience. Play down the game fee and emphasize the game itself.
Investment suggestion: since 2008, the company launched the "Obi Island" page to cultivate women, pet games, two-dimensional three major game segments, and in the follow-up launch of "Ola Star", "Aoya Light", "Ochi Legend" and other well-known games. The company began to transform the development of mobile games from page games in 2016, and successfully launched "the Law of creation", "Shiwuyu", "Ola Star Mobile Games" and "Ochi Legend Mobile Games" in three sub-areas, reflecting the company's excellent long-term operation ability and self-research game ability in the field of mobile games. The main social-driven visual virtual community game "Obi Island: dream Nation" will be launched this year. After 13 years of operating blockbuster IP, it has made more than 5 million reservations across the platform.
In addition, the overseas version of "Ochi Legend" mobile games has started testing, and the company's current stock of 6 products is expected to be launched in 22-24. Among them, two-dimensional 1, women to 3, pet collection 2, a number of new games online will provide strong momentum for future growth.
According to Wind's consensus forecast, as of March 17, 2022, the company's 21-23 year net profit will be 117 million yuan, 197 million yuan and 344 million yuan respectively, with expected growth rates of-57.33%, 68.59% and 74.14%, respectively. From 21 to 23, PE is 8.9x/5.3x/3.0x. It is suggested to pay more attention to it.
Risk factors: the progress of obtaining the version number is not as expected, the quality of the new product is not as expected, the launch of the new game is delayed, the game flow is not up to expectations, and the game policy at home and abroad is strictly regulated.