Summary of latest views 1. In March, the global mobile game revenue was the top 10: glory of the king ranked the first in a row, and the top manufacturers still have competitive strength. On April 19, sensortower announced the top 10 global mobile game revenue in March 2022. Tencent’s “glory of the king” won the championship again after returning to the top of the list in February, with a total revenue of about US $272.4 million, an increase of 21.07% over February. In addition, the top 2 of the list is “pubgmobile” (combined with the income of “peace elite”) under Tencent, with a total revenue of US $199.8 million, down 2.54% from February. Last month’s list of the top five games was the same as the original list of robyhga’s and king’s. Tencent, MIHA tour and other head game manufacturers selected a number of games into the list, highlighting their strength. 2. G-Bits Network Technology(Xiamen)Co.Ltd(603444) “Obi Island: dream country” omni-channel test opens. The official announcement of “Obi Island: dream country” developed by thunder game agent Baiao family interaction will open the omni-channel test on April 28. Its web version has been in operation since it was launched in 2008, with a cumulative registration of up to 300 million. The game has brought happy memories to many players and accumulated a huge group of IP users. According to the official website statistics, up to now, the number of reservations for mobile games of OBI Island: dream country has exceeded 5 million. Users have high expectations and can be expected in the future. In addition, the game ranks second in the list of IOS leisure games on taptap platform and is the only new game in the top 10 that has not yet been launched.
From the perspective of industry configuration, the game industry still has good growth in the long run. It is suggested to pay attention to those with excellent R & D capabilities: Tencent Holdings (0700. HK), netease-s (9999. HK), Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) ( Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) . SZ), ZuLong Entertainment (9990. HK) and heart company (2400. HK); China’s outbound social platform is developing well overseas, with increasing influence and leading role. It is suggested to pay attention to chizicheng Technology (9911. HK) and happy gathering (YY. O); In addition, policy dividends are continuously released to promote the high-quality development of cross-border e-commerce. It is suggested to pay attention to Alibaba SW (9988. HK) and sheen (unlisted); At present, some Chinese manufacturers have reached the international leading level in the short video area, and China’s Kwai Fu -W (1024.HK) is recommended.
Risk tips: the risk of intensified market competition, the risk of policy and regulatory environment, the risk of work content review or review, public health risk, etc.
