Summary of latest views in April, 38 Chinese manufacturers attracted a total of more than $2.3 billion. On May 9, sensor tower announced the revenue ranking of Chinese mobile game publishers in the global app store and Google play in April 2022. This month, a total of 38 Chinese manufacturers were shortlisted as the top 100 mobile game publishers in the global revenue list, attracting a total of more than $2.3 billion, accounting for 41.8% of the global top 100 mobile game publishers. On May 13, sensor tower released the ranking list of revenue and downloads of Chinese mobile game products in overseas markets in April 2022. From the perspective of relevant manufacturers of top 30 games in terms of overseas market revenue, the overseas game market revenue of MIHA tour, Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , Tencent, Lilith and Netease ranked top 5, of which Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) increased by two places. From the product side, last month’s top 1 MIHA tour’s “original God” continued to top the revenue list and continue to lead the list this month. 2. A variety of games are about to be tested: character games account for the largest proportion. On May 14, the game teahouse sorted out the summary table of game testing in the third week of May, including Tencent’s “breakthrough in the dark area”, BiliBili’s “light gap solution”, Xinxin’s “adventure of the youth” and Netease’s “belief in the green”. The mobile games tested this time focus on role, strategy and adventure games, of which there are 7 role games, accounting for the largest proportion.
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 field of short video. It is recommended to pay attention to Kwai-w (1024.hk).
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.
