任天堂switch2重磅发布 南极光等游戏机概念股引关注

Core Insights - The launch of Nintendo's new gaming console, Switch 2, has generated significant excitement among gaming enthusiasts and sparked discussions in the capital markets, particularly in the A-share market where gaming-related stocks like Nanjing Light have gained investor attention [1] - Omdia forecasts that Switch 2 is expected to achieve global sales of 15 million units by 2025, indicating strong market appeal [1] - The supply chain for Switch 2 continues to leverage a global layout, with Chinese manufacturers holding key shares in core components, benefiting companies like Zhongjing Electronics, Nanjing Light, and GoerTek in various related fields [1] Company Insights - Nanjing Light, established in 2009, specializes in the research and production of backlight display modules, with applications in smartphones, tablets, and other electronic devices. The company is a qualified supplier for the display module manufacturer Innolux [2] - Nanjing Light is expected to turn a profit in 2024, with projected net profits ranging from 18 million to 26 million yuan, driven by the recovery in consumer electronics and increased order expectations [2] Industry Insights - The release of Switch 2 is seen as a positive development for the domestic gaming industry, coinciding with the National Press and Publication Administration's approval of a new batch of 86 domestic online game licenses, including two for Switch games [2] - The stable and accelerated issuance of game licenses is expected to improve the supply side of the gaming sector, benefiting related listed companies in realizing their performance [2]