Investment Rating - The industry rating is "Outperform the Market" indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 months [15]. Core Insights - In May, both domestic and imported game licenses were issued normally, with 130 domestic games and 14 imported games receiving approval [2][3]. - Notable game releases include Giant Network's "Supernatural Action Group," which has seen a rapid increase in rankings since its launch, reaching 33rd in the sales chart by May 30 [4][5]. - Jibite's "Sword Legend," featuring a Q-version art style, has resonated well with younger audiences, achieving a sales ranking of 12 by June 4 after its launch on May 29 [6]. - Perfect World’s "Yihuan" has garnered significant attention, with nearly 5.4 million views on its recruitment video by June 4 [7]. Company Summaries - Giant Network: "Supernatural Action Group" launched a million incentive plan, leading to a significant rise in its sales ranking [5]. - Jibite: "Sword Legend" targets young players with its appealing art style and has quickly climbed the sales rankings [6]. - Perfect World: "Yihuan" has high engagement metrics, indicating strong market interest ahead of its testing phase [7]. - Investment Suggestions: The report recommends focusing on companies such as Jibite, Baotong Technology, Shenzhou Taiyue, Giant Network, Yaoji Technology, Shengtian Network, Xinghui Entertainment, Perfect World, and Zhangqu Technology for potential investment opportunities [7].
游戏新品盘点:“年轻化浪潮”
Huafu Securities·2025-06-04 09:27