The edges are up.
These daysThe game stock begins to become the "trendsetter" of the market.
WithThe gaming worldScience fiction masterpiece of the year"it's over! I was surrounded by beauties. "it became a phenomenal popular style, and the game stocks, which had been silent for a period of time, began to rise."
Following yesterday's surge, today's online games, mobile games, media and other concepts continue to rise. As of press time, Giant Network and Glacier Network rose more than 6%, Fuchun shares, Baotong Technology rose more than 4%, Gigabit, Panax notoginseng mutual entertainment and so on soared.
In retrospect, the game sector has maintained a recovery in the first half of this year, but has continued to "decline" since it reached its peak in mid-June, with a cumulative decline of nearly 40 per cent.
But at the moment, many organizations thinkThe game market is picking up obviously, and a relatively strong bottom rebound is expected in the second half of the year.
The big dark horse detonated?
Recently, a big dark horse is finished! I'm surrounded by beauties! The love simulation game has become the best-selling steam in the country with the trend of a ride without dust.
It costs 42 yuan.The pleasure of being able to immerse in love with six beautiful women also directly exploded.Live-action simulation games.
It is said that the gameThe favorable rating is as high as 94%.The online peak of 65435 players within 24 hours
According to officials, "it's over!" I was surrounded by beautiful women. "the whole process was filmed from a first-person perspective, completely immersed in scene interaction and real-life simulation.
From the point of view of the plot, the heavily indebted man is surrounded by a variety of beauties, scrambling for the story of falling in love with him.The plot is a little old-fashioned, butStill doesn't get in the way.This gameIt has become the hottest topic in the industry.
So will the play of "skits + games" be the next content tuyere?
For the popularity of the gameChina Merchants said that benefiting from the promotion of AI technology this year, the new business model, such as "skits + games", will become more and more common, the production efficiency of games will be improved, the difficulty of making games will be reduced, and more high-quality application works may be available, and the cash realization ability of IP will be enhanced.
GF Securities Co., LTD. believes that this game has multiple advantages.First of all, the formal integration of film and television and games, different from the third-person perspective of the game, this game through the first-person face-to-face interaction, so that players are completely immersed in the scene interaction and real-life simulation, with a more sense of substitution and immersion.
Secondly, the relatively simple, fast-paced storyline also makes the threshold of the game lower, and players can get a sense of achievement in one breath. In addition, in terms of selling price, the original price before the discount is 42 yuan, and the price is also relatively cheap.
The industry continues to pick up
This year, with the normalization of the version number policy, the supply side of the domestic game industry continues to pick up; coupled with the catalysis of AI, game stocksThe prospect is promising.
In October, the number of domestic game versions was 87, including 63 mobile games, 7 mobile-leisure intelligence games, 16 mobile-client games and 1 client.
As of October this year, version numbers have been issued every month except August, and the total number of domestic game versions has reached 786.The volume of distribution increased by 67% over the whole of last year.
According to the Game Industry report of August 2023 released by Gamma data, the actual sales revenue of China's game market in August 2023 was 29.226 billion yuan, up 2.15 percent from the previous month and 46.08 percent year on year, which has been positive for four consecutive months. Compared with the same month, both grow, showing the vitality and resilience of the game market.
The normalization of version numbers also drives the overall performance of game companies to pick up.
Giant networkIn the first three quarters, the operating income was 2.267 billion yuan, an increase of 44.18% over the same period last year. The net profit belonging to shareholders of listed companies was 1.085 billion yuan, an increase of 39.87% over the same period last year.
Glacier networkRevenue in the first three quarters of this year was about 2.114 billion yuan, up 68.84 percent from the same period last year; the net profit belonging to shareholders of listed companies was about 217 million yuan, up 115.55 percent from the same period last year.
Panax notoginseng entertain each otherThe operating income in the third quarter was 4.282 billion yuan, up 19.42% from the same period last year. The net profit belonging to shareholders of listed companies was 966 million yuan, an increase of 72.06% over the same period last year, showing an upward trend compared with the same period last year.
Guojin Securities pointed out that from a multi-dimensional point of view, the release of game version numbers has become normal, and the uncertainty on the policy side of new games has been reduced. In 2023, the certainty of the supply side of the game plate is high, and the certainty of industry growth increases synchronously. However, due to the different rhythm of the game launch, the performance of individual stocks has been differentiated, and more game products have been launched since H2 in 23. 2It is expected that the performance release will continue for 4 years.
In addition, AIGC technology promotes the new wave of artificial intelligence, and AI may become the detonator of the "game industry". At present, AIGC is deeply infiltrating into all aspects of game development, and many head game companies are also laying out the field of AIGC one after another.
Open source securities pointed out that the application of AIGC in the game field is still on the ground, on the one hand, it may reduce costs and improve efficiency, on the other hand, it is expected to derive new ways of playing and open up the incremental market. Based on the continued improvement in the fundamentals brought about by the release of new game supplies, and the gradual landing of AIGC applications, nearAfter the adjustment, the performance-to-price ratio of the game plate is prominent, and it is recommended to strengthen the configuration.