Performance of major game markets last week: the A-share CITIC game index fell 4.65%, outperforming the Shanghai Composite Index by 3.71pct. In the Chinese market, the download volume of the mainland mobile game market increased month on month, and the net income decreased month on month; The download volume of mobile game market in Hong Kong, Macao and Taiwan increased month on month, and the net income decreased month on month; Among the major overseas markets, the download volume and net income of mobile games in the US market decreased month on month; The download volume and net income of mobile games in Japan and South Korea decreased month on month; The download volume of mobile games in the Southeast Asian market remained basically stable month on month, and the net income 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 increased month on month and the net income decreased 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 increased month on month, and the net income decreased month on month; The download volume and net income of peace elite in China’s IOS channel increased month on month; Last week, the total downloads and net income of China’s IOS terminal decreased month on month; Last week, the download volume of China’s IOS channel remained basically stable month on month, and the net income decreased month on month; In terms of new tour, “return to Empire” was launched from March 29 to April 10, and the IOS platform channel recorded a total of about 640000 downloads, with a net income of about $9.6 million; In terms of follow-up launch and testing, MMORPG “Noah’s heart”, acting as ZuLong entertainment, was launched on April 13; The MMORPG “black desert”, which acts as an agent for the Korean manufacturer pearlabyss, is expected to launch the Android platform on April 27; The multiplayer online first person shooter mobile game “dark zone breakthrough” is expected to go online on IOS platform on July 26.
2) Netease China IOS mobile game distribution account (Netease mobile game): last week, the download volume increased month on month, and the net income decreased month on month. Last week, the download volume of the core game “dream journey to the west” increased month on month, and the net income decreased month on month; The download volume and net income of Dahua journey to the West decreased month on month; “Harry Potter: Magic awakening” last week, China’s IOS downloads increased month on month, and its net income decreased month on month. In terms of subsequent launch and testing, it is developed by lemon game, and Netease game releases the real-time strategic mobile game “war roar”, which is expected to be launched on IOS platform on May 26.
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 202101.04202204.10. The “last week” used in the text refers to 202204.04202204.10. 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 accounts for a relatively low proportion of channels, so the data has limited reference significance for the overall operation of the company.
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.
