In January, the scale of mobile game market increased year-on-year. According to gamma statistics, in January 2022, the sales revenue of China’s mobile game market was 22.24 billion yuan, an increase of 20.25% month on month and 17.76% year-on-year. On the one hand, the spring festival activities launched by various games have stimulated the growth of flowing water. On the other hand, the new tours launched on the eve of the Spring Festival have also brought flowing water increment, including “civilization and conquest”, “swordsman world 3” launched at the end of December and “battle of angels” launched in January. The top 3 on the list of running water in January are “glory of the king”, “peace elite” and “original God”; In terms of new tour, the top 3 streams in the first month are “civilization and conquest”, “battle of angels” and “swordsman world 3”, among which “civilization and conquest” is a multi civilization and large battlefield strategy mobile tour developed by 4399, with an estimated stream of 500 million + in the first month. In the overseas market, the actual sales revenue of China’s independently developed games in the overseas market was US $1.595 billion, an increase of 5.27% month on month. A variety of mobile games including “original God” launched spring festival activities to promote the growth of flowing water. Under the trend of tighter version numbers and high-quality mobile game market, high-quality games can be favored by players. Therefore, manufacturers with leading R & D strength and high product recognition can obtain more market share by relying on high-quality games. It is recommended to pay attention to Tencent (0700. HK), Netease (9999. HK), Perfect World Co.Ltd(002624) (002624. SZ), G-Bits Network Technology(Xiamen)Co.Ltd(603444) (603444. SH).
Bubble Mart official publicity of PTS Chengdu fashion show in April. The official microblog of PTS international trend toy exhibition released that the first offline fashion show of this year will be held in Chengdu from April 3 to April 5. Tickets will be sold at 18:30 on February 25, including half day ticket (88 yuan), early bird ticket (120 yuan), ordinary ticket (150 yuan) and elevator gift bag ticket (299 yuan, including one SP elevator). At the same time, the company also plans to hold PTS offline fashion shows in Beijing in June and Shanghai in October this year. After a year and a half, the holding of offline exhibitions has released the enthusiasm of tide playing fans who have been restrained for a long time. At the same time, there are various ticket settings and low entry threshold, which is basically the same as that of Shanghai international tide playing exhibition in 19 (120 yuan per person per day), which will help to expand the circle of players and promote tide playing culture. At the same time, tide play exhibition is one of the best publicity windows of the company, which can enhance the exposure and display of new IP within the company. On the other hand, it can also help the company tap potential high-quality IP. In addition to the exhibition catalysis, the company’s products have strong power recently. According to magic mirror data, the online sales of bubble Mart maintained a rapid growth in January, including tmall’s sales of 64 million yuan, a year-on-year increase of 116%, JD’s sales of 11 million yuan, a year-on-year increase of 93%. In January, the key product skullpanda’s fifth generation night city series performed well. According to channel research, the sales of this product in the first week was second only to skullpanda’s third generation life like drama series, with a double harvest of word-of-mouth sales. It is recommended to pay attention to bubble Mart (9992. HK).
Industry performance in one week:
The Shanghai Composite Index rose 0.80%, the Shenzhen Composite Index rose 2.16%, and the media (Shenwan) closed at 646.89 points, up 0.26%, underperforming the Shanghai Composite Index by 0.54 percentage points. Within the industry, the film and television index fell 0.90%, the animation index rose 3.00%, the game index rose 1.03%, the publishing index fell 0.58%, the radio and television index fell 1.33%, and the advertising and marketing index rose 0.11%.
Risk tip: policy risk, intensified competition, game flow does not meet expectations, and the performance of its own IP is less than expected
