According to a research report released by Everbright Securities, the domestic gaming industry has entered the stock market with tighter regulation, overseas markets are in the ascendant, and global companies with strong self-research capabilities are more likely to take the initiative in the offshore market, Everbright Securities APP learned. The game version number is expected to return to normal distribution, accelerate the progress of the product line of the game industry, contribute to the performance increment, and continue to pay attention to the progress of the new batch of version numbers. The sustained and stable output of high-quality new games, new content and new activities is the core competitiveness of mobile game manufacturers.Be optimistic about the head manufacturers with strong industrial output ability of game content.In addition, Kingsoft (03888) has an outstanding performance in overseas markets recently, paying attention to the global layout of Tencent (00700).Be optimistic about the international manufacturers with strong ability to go to sea. Maintain the "buy" rating of the Internet media industry. Recommended companies: Tencent, NetEase, Inc-S (09999), Panax Notoginseng Mutual Entertainment (002555.SZ), Kingsoft.

Risk Tips:Version number regulatory risk; new tour performance is not as expected; purchase cost risk; overseas market is not as expected