Introduction to this report:
In 2021, game advertising accounted for the first place, and the market share remained stable in 2022q1. The steady development of multiple platforms for VR games and the launch of 3A VR masterpiece
Summary:
Last week, the media (Shenwan) index fell 6.39%, ranking 30th in 31 industries. Weaker than gem index (down 4.26%), Shenzhen Composite Index (down 2.60%), Shanghai index (down 1.25%) and Shanghai small and medium-sized index (down 1.73%). Subdivision sector leader continued prosperity, proposed vertical distribution of performance in the field of performance is expected to continue to increase investment opportunities, recommend the underlying Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , Mango Excellent Media Co.Ltd(300413) , Chengdu Xgimi Technology Co.Ltd(688696) , and benefit from the flow and age structure of the Tencent restructure, Kwai, bubble Matt, beep Li Li.
In 2021, game advertising ranked first in all industries. Q1 declined in 2022, and the launch of domestic mobile games focused on traditional product types. In 2021, the advertising and marketing promotion of the game industry accounted for 15.88% of the total investment, which is significantly different from the second echelon. 2022q1 comprehensive e-commerce has sprung up, and the game industry has fallen second. App buying market competition intensifies. In terms of mobile games, affected by the limited version number of the game, the advertising budget of advertisers generally decreased, and the mobile game buying market showed a weak trend. The proportion of mobile game Q1 dropped from 17.04% last year to 13.96% now. Legend, simulation, Xianxia and war mobile games have been heavily invested, ranking in the top four for three consecutive months. These four types of games account for nearly 40% of the market share of mobile games. In March, there were nearly 58 new simulated mobile games, with a 132% increase in the number of new simulated mobile games compared with February, including the new mobile game “shopkeeper of China”
Rush into the top 10 of Q1 mobile game buying list Recommended subjects: Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) tencent, Shanghai Yaoji Technology Co.Ltd(002605) ; Subject matter of Netease: , etc.
Steam, Pico and other platforms have steadily sold VR games, and 3a VR masterpieces have been launched. From March 13 to April 8, 2022, various platforms steadily launched VR games. Throughout the whole time period, each platform launched about 70 games and applications. Steam platform accounts for the largest proportion of VR game application sales, with a total sales volume of 38, and more than 7 VR game applications are sold every week. In 2021, the annual growth rate of steam platform VR game users was 11%, and the total number of new users reached 1.887 million. Steam VR sessions exceeded 126.88 million times a year, and the annual growth rate of non repetitive VR sessions reached 22%. Various data occupy the forefront of the industry. On April 7, 2022, after death: winter, a 3A level VR masterpiece produced by the development team of Arizona sunshine, finally landed on the VR platform in China. During the same period, VR games with multiple themes, including puzzle, sports, war and so on, were launched to inject new vitality into China’s emerging VR platform.
Risk tip: policy supervision is tightening, and the impact of other optional consumption on entertainment demand is higher than expected.
