Source: Gelonghui
Author: Mo Mian
Who's the big winner?
Following the release of the imported version number on the 20th,On March 23, the domestic edition for March was also released!
On the evening of March 23, the domestic online game edition for that month was also released as scheduled.A total of 86 domestic online games have obtained version numbers this time, of which 82 have obtained mobile versions, 7 have obtained client versions, and 2 have obtained console versions(The above data includes games that have received multiple versions at the same time).
Specifically, it includes 3 client games, 1 Switch game, 3 mobile/client games, 1 mobile/web game, and 1 mobile/client/Switch game. The remaining 77 games are all mobile games.
Imported and domestic versions were distributed continuously within 3 days, boosting confidence. In fact, after the imported edition was released on March 20, many industry insiders speculated that as the end of March neared the end of March, the domestic edition of March would not be distributed.However, the domestic version was released just 3 days later, once again boosting confidence in the game industry.
It is worth noting that after the release numbers were redistributed, major companies such as Tencent and NetEase did not obtain version numbers for a long time. However, since December 2022, Tencent NetEase has been receiving the edition number for 5 consecutive months, and has never been absent this year.
Specifically, the listed companies involved are:$TENCENT (00700.HK)$“The Last Sword,”$NTES-S (09999.HK)$“Mission Zero” by,$37 Interactive Entertainment Network Technology Group (002555.SZ)$“Kingdom Tinder” and “Star Life Park”,$G-bits Network Technology (603444.SH)$“Hardcore Mecha” by Thunder Games, a subsidiary of Thunder Games,$IDREAMSKY (01119.HK)$“Karapicchu”,$CMGE (00302.HK)$“Monopoly 11,”$Shenzhen Zqgame (300052.SZ)$“Dawn Investigation Team,” “Attack on Fortress,” “The Phantom Pet Contract,” etc.
There's also$Meisheng Cultural & Creative Corp., (002699.SZ)$“Shining Designer”, “The Gate of the Black World” and “Pocket Mecha” by Meisheng Games,$CHINA MOBILE (00941.HK)$“Commander Al” by Migu Mutual Entertainment, etc. are also on the approval list.
On March 20, the official website of the National Press and Publication Administration also published the approval information for imported online games in 2023. A total of 27 models were approved, including$TENCENT (00700.HK)$,$NTES-S (09999.HK)$,$BILIBILI-W (09626.HK)$,$Zhejiang Century Huatong Group (002602.SZ)$,$XD INC (02400.HK)$,$IDREAMSKY (01119.HK)$,$Shenzhen Zqgame (300052.SZ)$Game manufacturers such as, Youxing Network, etc. have version numbers on the list.
In terms of quantity, since 2023, the State Administration of Press and Publication has issued a total of 269 imported game versions. The overall number of domestic editions issued has also gradually stabilized. The number of copies issued in the last three months has all been around 90.
In response, Wanlian Securities pointed out that the National Press and Publication Administration has basically maintained the pace of issuing imported game editions once a year. In recent years, the distribution period has been concentrated in the second half of the year. At the same time, the number of imported versions issued from 2020 to 2023 was 97, 76, 44, and 27 respectively. Although the number of imported versions issued this time is small, the time is less than three months from December 28, which does not indicate the number distributed throughout the year. Judging from the current pace, Wanlian Securities expects that it may continue to release imported game versions after this year, and normalization of the distribution of imported versions is expected to arrive.
The number and frequency of edition numbers issued is also gradually stabilizing. Since this year, the number of game versions has remained above 80. “The pace of domestic editions being released once a month is quite clear, and industry expectations are also relatively good. In this way, there are about 1,000 editions a year, which is very beneficial to the healthy development of the game industry.” An industry insider told the media.
Zhang Yi, CEO of Ai Media Consulting, said that the domestic game market is gradually picking up, and the industry is expected to break out of its overall poor state in the second half of the year. “Most game companies have sufficient product reserves, but there don't seem to be any new products with special standards, but after this round of version supply, it is expected that some of the more mainstream products will be launched.” He anticipated.
Editor/Somer