Performance of major game markets last week: the A-share CITIC game index rose 1.03%, outperforming the Shanghai Composite Index by 0.23pct. In the Chinese market, the download volume of the mainland mobile game market decreased month on month, and the net income data increased month on month; The download volume and net income data of Hong Kong, Macao and Taiwan markets decreased month on month; Among the major overseas markets, the download volume of mobile games in the US market decreased month on month, and the net income increased month on month; The download volume of mobile games in Japan and South Korea market increased month on month, and the net income data decreased month on month; The download volume and net income of mobile games in Southeast Asian market decreased month on month.
Performance and new product tracking of major game companies and their core products last week:
1) Tencent mobile games: last week, the number of downloads of the issuing account decreased month on month, and the net income increased month on month. In terms of the performance of core games last week, the download volume of “glory of the king” China’s IOS channel decreased month on month, and the net income increased month on month; The download volume and net income of peace elite in China’s IOS channel decreased month on month. In terms of new tours, after the launch of the old-fashioned women’s mobile Tour “Yanxi strategy: phoenix flying” on February 15, China’s IOS channels recorded a total of about 91000 downloads and a net income of US $1.193 million. Last week, the total downloads and net income of China’s IOS terminal decreased month on month; The number of downloads and net income of hero League mobile games decreased month on month. In terms of follow-up launch and testing, SLG wolongyin 2, which acts as an agent for Shanghai Youqi and Jinshan Shiyou, was launched on February 22; On February 23, Rubik’s cube studio’s self-developed FPS “dark area breakthrough” will open the third round of testing and add numbers.
2) Netease mobile games (Netease mobile games): last week, the number of downloads and net income decreased month on month. The download volume and net income of the core game “dream journey to the west” decreased month on month; “Harry Potter: Magic awakening” last week, China’s IOS downloads and net income decreased month on month.
3) friendship time: in terms of new tour, the placement type two-dimensional card game “Ji machinery Alliance: Blue Star crisis” was launched on February 16, and a total of 52000 downloads and a net income of US $98000 were recorded by February 20. Lingyunnuo went online on January 20, 2022. From February 20, China’s IOS terminal recorded a total of about 1036000 downloads, with a net income of about US $1747000.
The data source of the report is the third-party database sensortower, which is presented after data sorting and does not represent the view of the team. The specific data shall be subject to the disclosure of the company. The time interval of weekly frequency data is 2021.01.04-2022.02.20. The “last week” used in the text refers to 2022.02.14-2022.02.20. The data in this time period may change in the future. The monetary unit is US dollar, and the calculation method of net income is 30% share of flow data deduction channel. Unless otherwise noted, the data of each company is the sum of global IOS end and Google play end, but excluding China Android end and overseas Facebook end. Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , G-Bits Network Technology(Xiamen)Co.Ltd(603444) IOS China Channel accounts for a relatively low proportion, so the reference significance of the data for the overall operation of the company is limited.
Risk tip: the development of game business is less than expected, the risk of stricter policy supervision, the risk of intensified industry competition, and the technical risk of game companies.
