Open Source Securities released a research report saying that maintaining the NetEase S (09999) “buy” rating, the net profit for 2024-26 is expected to be 339/373/4 billion yuan, respectively. It is optimistic that the launch of new games will continue to drive the company's performance growth. “Eternity Mobile Game” has more than 30 million online pre-orders. Previously, the “Eternity” mobile game sold more than 20 million copies in July 2023, and the number of players worldwide exceeded 40 million in 3 months after switching to a free-to-play game. The launch of a number of major new games is expected to bring about a significant increase in turnover, driving the company's continued growth in performance.
According to the report, on May 20, the NetEase Games 520 game conference announced new news on more than 40 products, including “Firefly Assault” (launched on June 6), “16 Sounds of Yan Yun” (launched on July 26), “Eternity Mobile Game”, “Marvel's Ultimate Reversal”, “Seven Day World”, “Broken Land”, “Operation Apocalypse”, “Assault: Shadow Legends”, “Dragon Realm”, “Brave Force Charge” (VR game), etc.” In addition to “Brave Force Charge” (VR game), all other new games have obtained version numbers and are expected Accelerated launch. Among them, “The Sixteen Voices of Yan Yun” has more than 15 million online reservations. It is the company's first full-platform masterpiece developed with 3A technical specifications. It uses a stand-alone and online operation model, and is planned to be launched on consoles, PCs, and mobile platforms.