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游戏产业跟踪(13):7月游戏版号发放,暑期档多款游戏表现亮眼
Changjiang Securities· 2025-07-28 14:12
Investment Rating - The industry investment rating is "Positive" and maintained [7] Core Insights - In July, the National Press and Publication Administration approved 127 domestic game titles, including key products from Huatuo and Giant Network. The summer gaming season has seen strong performance from multiple new games, indicating a sustained high level of activity in the gaming sector [2][4] - The new game cycle, favorable policy trends, and AI catalysis are expected to drive continued improvement in the gaming sector's fundamentals, suggesting that the valuation of the gaming sector still has upward elasticity. Investors are encouraged to continue monitoring investment opportunities in this sector [2][4] Summary by Sections Game License Issuance - In July, 127 domestic games received approval, including Huatuo's "Kingshot" and Giant Network's "Famous Generals Kill." Additionally, 7 imported game licenses were granted [9] - "Kingshot" has seen significant revenue growth, doubling in May and increasing by 56% in June, ranking third in China's mobile game overseas revenue growth [9] New Game Performance - Several new games from listed gaming companies have performed strongly during the summer season. For instance, Giant Network's "Supernatural Action Group" reached the top 4 in the free game rankings and top 20 in the revenue rankings on its launch day [9] - Other notable performances include Jiubite's "Staff Sword Legend," which entered the iOS revenue rankings top 13, and Tencent's "Dungeon and Fighter Mobile," which topped the iOS revenue rankings [9] Future Outlook - The pipeline for key gaming companies is robust, with several new titles set to launch, including "Tomb Raider: Journey" and "Douluo Continent: Evil Legend" [9] - The new game cycle is expected to enhance the sector's fundamentals, with ongoing policy stability and the integration of AI in gaming likely to boost valuations and performance [9]
游戏板块集体飙升!投资价值是否迎来兑现窗口?
Sou Hu Cai Jing· 2025-07-23 12:52
7月23日,港股恒指及A股沪指联袂上涨,前者站稳25500点,创2021年11月以来新高,后者一度触及3600点关键点位。 在交投情绪高涨市况之下,港股游戏板块获得资金流入较为明显,板块大涨4%。其中,"股王"腾讯(00700.HK)贡献最 大,资金流入最为显著,全天大涨4.94%,报552.0港元/股,创2021年6月以来新高。 紧随其后,金山软件(03888.HK)涨3.89%,网易-S(09999.HK)涨2.59%,哔哩哔哩-W(09626.HK)涨2.33%,心动公司 (02400.HK)涨1.56%。 | 代码 | 序号 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 √ | | --- | --- | --- | --- | --- | --- | --- | | 01022 | 1 | 飞鱼科技 | (0) | 0.440 | +0.145 | 49.15% | | 00700 | 2 | 腾讯控股 | | 552.000 | +26.000 | 4.94% | | 01909 | 3 | 火岩控股 | | 2.020 | +0.080 | 4.12% | | 03888 | র্ব | 金 ...