What happened? This plate is stronger collectively and meets the limit tide! Metaverse may bring new opportunities. Is the spring of the game industry coming?

This article comes from: Securities Companies in China

Hi! The game section has ushered in a long lost rise!

On March 17, online game concept stocks rose sharply, and four stocks including gibbet, Yaoji technology, Panax notoginseng mutual entertainment and perfect world rose by the limit. The wind online game index rose by 5.51% at one time, and related ETFs strengthened. Cathay Pacific China Securities animation game ETF, Huatai birui China Securities animation game ETF and Huaxia China Securities animation game ETF once rose by more than 6%. As of the press time of Chinese journalists from securities companies, it has dropped slightly.

On the one hand, the game revenue was stable in February. On the other hand, there are market rumors again today that the game version number may be issued at the end of March and early April. It is reported that the latest batch of domestic game edition numbers were issued in July 2021. Up to now, the edition numbers have been suspended for more than half a year.

The game section rose sharply

In the morning trading on March 17, online game concept stocks rose sharply. As of midday closing, four stocks including gibbet, Yaoji technology, Panax notoginseng mutual entertainment and perfect world rose by the limit, as well as Xunyou network, Baotong technology and Shengtian network. Nearly 20 stocks in the sector rose by more than 5%.

The wind online game index rose by 5.51%, and related ETFs such as Guotai Zhongzheng animation game ETF, Huatai Bairui Zhongzheng animation game ETF and Huaxia Zhongzheng animation game ETF all rose by more than 6%.

In terms of Hong Kong stocks, Tencent holdings once exceeded HK $400 / share in the morning, Netease once rose by more than 6%, BiliBili once rose by more than 21%, heart company once rose by more than 20%, and China mobile game once rose by more than 15%. As of the press release of the Chinese reporter of the securities company, the share prices of the above companies have fallen, but they are still rising.

On the one hand, the game revenue was stable in February. According to sensortower, among the top 100 publishers shortlisted in the global mobile app store and Google play revenue list in February, 36 are from China, an increase of two shortlisted manufacturers compared with the same period in 2021 and January 2022, with a revenue of about US $2 billion, accounting for 37.9% of the global revenue. Tencent games, Netease games and MIHA games continued to occupy the top 3 positions in the revenue list of global mobile game publishers. According to the latest report of Shenwan Hongyuan on March 17, the main growth of the game industry this year comes from the sea business. The dividend of mobile Internet worldwide is still, and Chinese game manufacturers have global competitiveness.

On the other hand, there are market rumors again today that the game version number may be issued at the end of March and early April. Several institutions pointed out that the current valuation of game companies is at the bottom of history. For example, the version number is issued, the emotion is repaired, the flexibility is large, and the configuration value is prominent.

Will the cold winter end?

“Game edition number” is the abbreviation of the approval number approved by the State Administration of press, publication, radio, film and television for relevant game publishing and operation, which is reviewed and issued by the State Administration of press, publication, radio, film and television. Generally speaking, it can be understood as the “birth certificate” of the game. If the version number is not obtained, the game cannot be officially launched and operated, and the developers will not be able to make a profit.

It is reported that the latest batch of domestic game edition numbers were issued in July 2021. Up to now, the edition numbers have been suspended for more than half a year. Although the edition Department said that “it is still receiving the version number application of game companies normally”, indicating that the review is continuing, the market’s expectations for the game industry in the past six months are still pessimistic.

version number distribution,
Publisher: ccpublished on metaverse Sina Chinese on March 17, 2022

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