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国泰君安:内地网游版号密集发放 料产品周期加速启动

Guotai Junan: Mainland Online Game Editions Intensively Distribute Materials Product Cycle Accelerated

Gelonghui Finance ·  Mar 28, 2023 18:47
Glonghui, March 28 -- Guotai Junan published a report stating that the mainland issued imported and domestic versions intensively in March, the idea of normalizing the version number was clear, and the product cycle was accelerated to promote industry recovery. Recommended stocks include Tencent (0700.HK), Bibilili-SW (9626.HK), Xindong Company (2400.HK), benefiting the target of NetEase-S (9999.HK). According to the bank, the first batch of imported versions was issued in excess of expectations, and the domestic version was another proof of normalization. A total of 27 imported game versions were issued in this batch, and the number of editions was stable compared to the previous batch. At the time of distribution, the import version resumed distribution in December last year, and was interrupted for 548 days. This time, the distribution point moved a bit earlier than the second half of the year or the end of each batch in the calendar year. The time interval from the previous release was only 3 months, and the idea of normalizing imported versions gradually became apparent. Guotai Junan mentioned that a total of 86 domestic games were released in this batch. From November last year to January of this year, 84/88/87 games were distributed respectively, and the number of editions in a single batch was basically stable. In terms of the pace of edition numbers, domestic editions have been distributed steadily every month since November last year, and the normalization of version number distribution has been further verified. In terms of product types, the version structure continues the trend of diversification. This batch of casual puzzle games accounts for 15 models, and various medium to heavy games such as tactics, competition, action, and sandbox have been approved to dispel market doubts about categories and gameplay.

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