Heavy benefits! The release of game version number is resumed after 8 months. Is spring coming in the industry? (list of concept shares attached)

The game version number will be released again; Shareholders of several listed companies threw out share increase plans to boost market confidence.

game version number will be released again after 8 months

Yesterday, the official website of the State Press and Publication Administration announced the approval information of domestic online games in April 2022, which is also the first batch of version numbers issued since the suspension of version numbers in July 2021. The distribution of game version numbers has been resumed after 8 months, but the number of version numbers distributed has decreased. The first batch of 45 games have obtained version numbers, which is the lowest single distribution since 2020. Many companies such as Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) G-Bits Network Technology(Xiamen)Co.Ltd(603444) Yoozoo Interactive Co.Ltd(002174) etc. have been listed.The games developed by the company are among them.

Affected by the resumption of the distribution of game version numbers, the general shares in many online games rose sharply after the opening BiliBili rose rapidly after opening, with the highest intraday rise of 13.5% and closing rise of 7.23%, Netease opening rise of more than 5% and closing rise of 2.12%. The concept of game live broadcast gathering, tiger tooth live broadcast and fish fighting also increased to a certain extent.

According to the latest research report of Anxin securities, the focus of this round of suspension of version number distribution to restart is to implement the protection of minors and strengthen the control of minors’ game duration and content. The regulatory level affirms the cultural value of high-quality games and encourages games to go to sea. During the suspension of edition number, going to sea became the standard self rescue action of Chinese small and medium-sized game manufacturers, and the overall income scale of domestic games going to sea increased rapidly.

online game stocks generally callback

Previously, at the end of 2021, under the upsurge of the concept of meta universe, the concept of online games ushered in a wave of rise, and most of them have entered the callback range since this year.

According to the statistics of securities times · databao, online game concept stocks have fallen by 17.18% on average since the beginning of the year, of which several game leaders have fallen by more than 30%, including Perfect World Co.Ltd(002624) , Kunlun Tech Co.Ltd(300418) , Zhejiang Century Huatong Group Co.Ltd(002602) .

After continuous pullback, several game stocks were at low valuations, including G-Bits Network Technology(Xiamen)Co.Ltd(603444) , Kingnet Network Co.Ltd(002517) , Giant Network Group Co.Ltd(002558) and other seven stocks, which broke the lowest rolling P / E ratio since 2020 in nearly a month. According to the latest valuation, the latest rolling P / E ratios of Kunlun Tech Co.Ltd(300418) , Zhejiang Century Huatong Group Co.Ltd(002602) , Shanghai Yaoji Technology Co.Ltd(002605) are less than 15 times.

In terms of performance, although the distribution of game version numbers was stopped in the middle of 2021, a number of online game listed companies still achieved year-on-year profit growth; In terms of the median year-on-year growth of net profit attributable to parent company, the growth of net profit attributable to parent company is expected to exceed 100% for Beijing Bewinner Communications Co.Ltd(002148) , Kingnet Network Co.Ltd(002517) , Yoozoo Interactive Co.Ltd(002174) , Hubei Century Network Technology Inc(300494) , Fuchun Technology Co.Ltd(300299) and Fuchun Technology Co.Ltd(300299) .

Beijing Bewinner Communications Co.Ltd(002148) 2021 annual report shows that the net profit attributable to the parent company is 56 million yuan, an increase of 259.79% year-on-year.

Kingnet Network Co.Ltd(002517) performance forecast shows that the net profit attributable to the parent company is expected to reach 550650 million yuan in 2021, with a year-on-year increase of 209% – 265%, mainly because the company’s original games continue to maintain a good contribution to revenue and profit. At the same time, many new online games show good performance, and the revenue and profit increase significantly.

fruit chain leader throws out a 200 million yuan shareholding increase plan

Yesterday, Luxshare Precision Industry Co.Ltd(002475) announced the announcement of the actual controller’s shareholding increase plan. The announcement shows that based on the recognition of the internal value of the company and the firm confidence in the sustainable and stable development in the future, one of the actual controllers and vice chairman of the company plans to increase the shares of the company through the Shenzhen stock exchange system the proposed increase in holdings is no less than RMB 200 million and no more than RMB 400 million

It has been five years since the last increase of Luxshare Precision Industry Co.Ltd(002475) actual controller. In 2015, the actual controller increased the company’s shares for the first time, with a total increase of 1.8801 million shares. This amount has increased. In terms of share price, the latest price of Luxshare Precision Industry Co.Ltd(002475) has been at a low level for nearly two years, but it has increased by more than 300% compared with the last increase.

Recently, the market fluctuated downward, and the shareholders of many listed companies threw out share increase plans, boosting market confidence.

According to the statistics of databao, since March, a total of 56 shares have announced the shareholder increase plan, of which the upper limit of the increase amount of 12 listed companies has reached 100 million yuan, including Jiangsu Eastern Shenghong Co.Ltd(000301) , Luxshare Precision Industry Co.Ltd(002475) , Zhuzhou Kibing Group Co.Ltd(601636) .

Recently, listed companies that have thrown out large-scale share increase plans have generally retreated, and more than 30% of them retreated within Shandong Linglong Tyre Co.Ltd(601966) , Luxshare Precision Industry Co.Ltd(002475) , Yutong Bus Co.Ltd(600066) , Jiangsu Eastern Shenghong Co.Ltd(000301) years.

Jiangsu Eastern Shenghong Co.Ltd(000301) the maximum amount of increase is expected. According to the announcement, the company and its affiliated enterprises and some employees of the company plan to increase their holdings of shares of listed companies through secondary market purchase. This increase is planned to be implemented through the establishment of special financial products, margin trading of securities companies, asset management / trust products and other ways permitted by laws and regulations. The proportion of financing funds to self raised funds shall not exceed 1:1, and the total amount of funds raised shall not exceed 1.468 billion yuan

related reports

After an interval of 8 months, the domestic game version number is restarted! 45 games have been approved, and these A-share companies are on the list!

After 263 days, the game version number will be released again! The chairman of the game company “wept with joy” in the circle of friends

Citic Securities Company Limited(600030) : it is recommended to actively allocate high-quality companies with low valuation

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