传媒：《漫威争锋》破纪录，关注优质IP共振赋能

Investment Rating - The industry investment rating is "Leading the Market" which indicates an expected outperformance of over 10% compared to the relevant market index in the next 6-12 months [2][5]. Core Insights - The launch of the game "Marvel Showdown" on December 6 has set records, achieving significant player engagement with over 440,000 concurrent players within 5 hours of launch and surpassing 10 million players within 3 days [2]. - The esports industry in China is showing positive growth, with actual sales revenue projected to reach 27.568 billion yuan in 2024, a 4.62% increase from 26.350 billion yuan in 2023 [2]. - The synergy between high-quality IP and gaming is expected to continuously invigorate the gaming industry, with a focus on the impact of quality IP on esports and international gaming expansion [2]. Summary by Sections Event Highlights - "Marvel Showdown" has become the most popular game on STEAM globally, ranking 2nd in the hottest games and 1st in sales within hours of its launch [2]. - The game has maintained high player engagement, with peak concurrent players reaching over 480,000 on December 8 [2]. Industry Performance - The esports industry is experiencing a revival, with 124 events scheduled in 2024, 58% of which will be held offline [2]. - The report emphasizes the importance of quality IP in driving the gaming industry's growth and sustaining player interest [2]. Investment Recommendations - The report suggests focusing on companies that leverage quality IP in gaming, including Tencent, NetEase, IGG, and others, as they are likely to benefit from the ongoing trends in the gaming and esports sectors [2].