东吴证券指出，公司计划《卡彼》PC端将于2024Q4上线海外，移动端将于2025Q1上线，期待《卡彼》多端全球发行带来业绩释放。该行表示，看好公司存量产品稳健，新游有望释放利润弹性，同时前瞻布局AI+社区、AI+游戏研运，有望打开长期成长空间。Idreamsky (01119) rose nearly 9%, as of press time, up 8.84%, trading at HKD 2.34, with a transaction value of 61.2237 million Hong Kong dollars.
According to the Wisdom Financial APP, idreamsky (01119) rose nearly 9%, as of press time, up 8.84%, trading at HKD 2.34, with a transaction value of 61.2237 million Hong Kong dollars.
On the news side, recently, according to the '2023 China Game Industry IP Development Report' released at the 2024 Game IP Ecosystem Conference, the actual sales revenue of China's game IP market in January-September 2024 reached 196 billion yuan, with the annual revenue expected to exceed the previous year's level (245.92 billion yuan in 2023). In terms of IP source type distribution (by revenue), in January-September 2024, client game IPs accounted for 62.3%, an increase of 9 percentage points from the same period last year, while mobile game IPs accounted for 24.3%.
Soochow Securities pointed out that the company plans to launch the PC version of 'Kabi' overseas in 2024Q4, and the mobile version in 2025Q1, expecting the global release of 'Kabi' on multiple platforms to drive performance growth. The firm is bullish on the company's existing products stability, with new games expected to release profit potential, and also optimistic about the future laying out of AI+ community and AI+ game research and operation, which is poised to open up long-term growth space.
