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再迎利好,115款国产版号凌晨下发,游戏股迎来反弹
Ge Long Hui· 2025-05-21 03:33
Core Insights - The first batch of domestic game licenses for 2024 has been issued, with a total of 115 games approved, surpassing the previous month's 105 licenses, indicating a significant increase in the approval rate [1][8] - The stock market reacted positively to the news, with notable gains in several gaming companies, including Zhongqingbao, which rose over 12% [1][2] Group 1: License Issuance - The issuance of 115 game licenses marks a continuous increase, with the previous high being 105 licenses in December 2023 [1][8] - The 2023 total for game licenses reached 1,075, with 977 being domestic and 98 imported, compared to 512 licenses in 2022 [8][9] Group 2: Market Reaction - Following the announcement, A-share gaming stocks experienced a rebound, with Zhongqingbao increasing by 12.44% to 16.72, and other companies like Bingchuan Network and Shengtian Network also seeing gains [2][3] - In the Hong Kong market, companies such as Xindong Company and Zhongyou Game also reported increases, reflecting a broader positive sentiment in the gaming sector [2][3] Group 3: Industry Trends - The stability of the license policy is seen as a positive signal for gaming companies, fostering a trend towards the premiumization of games in the domestic market [9][10] - The gaming industry is moving towards self-regulation, with companies actively participating in setting industry standards, indicating a shift towards sustainable development [9][10]