1. In January, the overseas revenue of top 30 Chinese mobile game publishers accounted for 51% and attracted 2.26 billion yuan worldwide. According to sensortower data, a total of 34 Chinese mobile game publishers entered the top 100 in the global revenue list in January 2022, with a total of 2.26 billion dollars. Among them, the overseas revenue of 30 game publishers exceeded US $1.1 billion, accounting for 51% of the total revenue. In the current list, Tencent, Netease and MIHA tour occupy the top three in the income list of Chinese mobile game publishers. The corresponding revenue of Tencent games increased by 22% month on month in January. Its popular mobile games “glory of the king” and “peace elite” occupied the first and second place in the best-selling list of IOS mobile games in China. MIHA tour, a mobile game publisher, increased its issuance revenue by 52% month on month in the current period. In addition, the combination of multi civilization theme and 4x strategy game playing method in civilization and conquest has great development potential. 2. Tencent took the lead in establishing the first international standard for blockchain digital collections. On February 11, the international standard project of technical framework for blockchain Based Digital Collections Services jointly proposed by Tencent and ant group and other industry, University and research institutions was approved at the plenary meeting of the 16th research group of the international telecommunication Union, This is also the first international standard project for the application of blockchain technology in the field of digital collections. The successful establishment of this international standard will further promote the standardization, standardization and security of digital collections based on blockchain, improve the value storage, value discovery and value circulation ability of digital collections, and promote the standardized application of digital collections. In addition, it also marks an important step in the application of digital collections in China, and its technological exploration ability has been internationally recognized.
From the perspective of industry configuration, the game industry still has good growth in the long run. It is suggested to pay attention to those with excellent R & D capabilities: Tencent Holdings (0700. HK), netease-s (9999. HK), Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) (002555. SZ), ZuLong Entertainment (9990. HK) and heart company (2400. HK); China’s outbound social platform is developing well overseas, with increasing influence and leading role. It is suggested to pay attention to chizicheng Technology (9911. HK) and happy gathering (YY. O); In addition, policy dividends are continuously released to promote the high-quality development of cross-border e-commerce. It is suggested to pay attention to Alibaba SW (9988. HK) and sheen (unlisted); At present, some Chinese manufacturers have reached the international leading level in the short video area, and China’s Kwai Fu -W (1024.HK) is recommended.
Risk tips: the risk of intensified market competition, the risk of policy and regulatory environment, the risk of work content review or review, public health risk, etc.
