Last week, the market’s concern about the uncertainty of the resumption of the distribution of edition numbers was once again reflected in the stock price trend of the game sector, and the stock price of A-share game leaders fell again. Since 2021, A-share game leaders have continued to carry out strategic innovation along the three main lines of category expansion, long-term operation and expansion to sea. In the fiercely changing buying environment, category breakthroughs and operation results have achieved good results. In the overseas market, Guoyou is deeply engaged in SLG, ARPG and other categories. While the head products continue to achieve good results, A-share leading companies have also made breakthroughs in the advantageous track of Guoyou, which has been directly reflected in the profit side. At the current time point, we are optimistic about the A-share game leader and inject performance vitality through category innovation and sea development. At the same time, stimulated by the prospect of the meta universe, the global game industry will enter the peak of technology and format innovation. The saturation of Chinese market competition has accelerated the improvement of industry concentration. The requirements of sub era games for creative planning, engine technology, cross platform operation, social experience and distribution marketing have made a qualitative leap. It is recommended to pay attention to G-Bits Network Technology(Xiamen)Co.Ltd(603444) (wonderful planning of leisure placement category + business operation of independent games), heart company (boutique game community + content social potential), Perfect World Co.Ltd(002624) (deep engine accumulation + category breakthrough audience expansion). Risk warning: covid-19 epidemic prevention and control; Required consumer price; China’s regulatory policy; Overseas Internet market policy.
Market performance review: CITIC media index rose or fell – 4.41% throughout the week, failing to outperform Shanghai Composite Index, Shenzhen Composite Index and gem index, ranking 28th among 30 CITIC primary industries. From the perspective of industry segments, the radio and television sector performed best last week, with CITIC’s tertiary index up or down – 0.55%, followed by Internet advertising and marketing and other advertising and marketing sectors.
Industry highlights: meta launched the short video product reels for all Facebook users around the world| Station B deals with some remarks related to the international situation| Wechat video Number release paid live broadcast function rules| Kwai Kong Sports became the official live and short video platform of the UEFA Champions League this season (20212022 season). Tiktok and official entertainment have officially reached full copyright cooperation. Tiktok first music App pop music test. Iqiyi DRM is the only one with farncombe safety certification in China| Tencent enterprise management transferred 100% shares of penguin film and television| Tencent announced the acquisition of all shares of inflexiongames, the developer of Nightingale| “Eldon law ring” was released, and the game media gave high marks| Netease announced its financial report for 2021, with an annual net income of 87.6 billion yuan. The upcoming online games have been given version numbers| Zhejiang Century Huatong Group Co.Ltd(002602) joined hands with Huawei to accelerate the construction of green data center| Shengqu game launched a test suit| The tiktok and TikTok won the world mobile app download tiktok in January, accounting for 14.7% of the total downloads and 10.7% of the TikTok downloads.
