Following the approval of a new batch of imported online game versions on December 22, on December 25, the National Press and Publication Administration announced the domestic online game version numbers for December, and 105 new games were approved. Among them, Tencent's "Counter War: Future" and NetEase's "Firefly Assault" are listed, which is the first time in 2023 that the number of single approvals will exceed 100. As of December 25, a total of 1,075 game versions have been issued in 2023, of which 203 games have been approved in December. The reporter noticed that the cumulative distribution of game version numbers in 2023 has far exceeded that of 2021 and 2022.
Overall, the trend of normalization of edition number issuance is becoming more and more obvious, and at the same time, the standard of passing the review is also constantly improving, and the trend of forcing the industry to become high-quality has not changed. A senior executive of a leading game listed company told the "Daily Economic News" reporter.
As of December 22, Tencent Holdings (HK00700, share price 274 Hong Kong dollars, market value 26055HK$9.8 billion)**1235%, NetEase-S (HK09999, stock price 122 Hong Kong dollars, market value 3932HK$8.2 billion)**246%, XD Company (HK02400, stock price 8.).HK$99, market capitalization 43HK$1.9 billion)**1901%。
As of December 25**, A**, Sanqi Mutual Entertainment (SZ002555, stock price 1896 yuan, market value 4205.1 billion yuan), Giant Network (SZ002558, stock price 1121 yuan, market value 2212.3 billion yuan), Kaiying Network (SZ002517, stock price 985 yuan, market value 2120.2 billion yuan) and other averages of more than 5%.
On the afternoon of December 25, in order to effectively safeguard the interests of all shareholders of the company and enhance investor confidence, Giant Network and Sanqi Mutual Entertainment announced that Chairman Shi Yuzhu and Chairman Li Yifei (Li Weiwei) both proposed to repurchase 100 million yuan and 200 million yuan of the company's shares. Gigabit (SH603444, stock price 231.)88 yuan, market value 1670.5 billion yuan) also announced on the evening of December 25 that Chairman Lu Hongyan proposed to repurchase the company's shares with 50 million yuan and 100 million yuan. Perfect World (SZ002624, stock price 11.)40 yuan, market value 2211.6 billion yuan) also announced that the chairman of the company proposed to repurchase shares with 100 million yuan and 200 million yuan, which is intended to be used for equity incentives or employee stock ownership plans.
Materials**: Game Working Committee, Gamma Data, Red Tower**Yang Jing Mapping, Visual China Map.
More than 1,000 games were approved during the year
From December 22nd to 25th, within a few days, the National Press and Publication Administration announced two batches of approved version numbers of games, with a total of 203 games approved.
On December 22, the National Press and Publication Administration announced a new batch of imported online game version numbers, and 98 imported games were approved for version numbersOn December 25, the National Press and Publication Administration announced the version number of domestic online games in December, and 105 new domestic games were approved, including 102 mobile games.
The reporter of "Daily Economic News" noticed that in the domestic game version announced on the 25th, Tencent's "Counter War: Future", NetEase's "Firefly Assault" and "Poetry of the Four Directions", Heartbeat "Heartbeat Town", Gigabit's Thunder Interactive's "Lost Light", Xishanju's "Oriental: Plains Lonely Hong", Kaiying Network's "Three Kingdoms and the World Returns to the Heart" are among them.
Since the resumption of the game version in April 2022, the distribution of the game version has gradually become normalized. Since the beginning of this year, except for the domestic online game version number that was not announced in August, the domestic game version number has been approved in the remaining 11 months. The approval of 105 domestic games this time is the first time that the number of single approvals will exceed 100 in 2023.
A senior analyst in the game industry told reporters: "From the perspective of enterprise distribution, the number of large companies and companies with online game publishing licenses obtaining edition numbers is significantly higher than that of small and medium-sized companies."In terms of product types, the number of approved mobile games accounts for the vast majority of the share, while the number of PC (computer) clients and web games continues to declineIn terms of regional distribution, Beijing, Shanghai, and Guangdong are still the regions with the largest number of edition numbers. ”
According to the statistics of the reporter of "Daily Economic News", as of now, a total of 1,075 game versions will be issued in 2023, including 977 Chinese-made games and 98 imported gamesIn 2022, 512 game versions will be issued, of which 468 are Chinese-made games and 44 are importedIn 2021, 748 game versions were released, of which 672 were made in China and 76 were imported.
So far, the cumulative number of game versions issued in 2023 has doubled last year. The Game Working Committee of the China Audio and Digital Association said that the data of the past three years shows that the stability of the version number policy has gradually increased, and the game market has rebounded significantly. With the approval rhythm of "normalization + great strength" of the version number, the high-quality game is increasingly becoming the mainstream trend of high-quality development of enterprises.
The chairman of the game company proposed a buyback
After the adjustment in the past few years, the overall recovery of the game industry this year is obvious. According to the "2023 China Game Industry Report", the actual sales revenue of the domestic game market in 2023 will be 30296.4 billion yuan, breaking through the 300 billion yuan mark for the first time;The number of users reached 66.8 billion people, a year-on-year increase of 061%。
In the third quarter of this year, Tencent's game revenue reached 46 billion yuan, a year-on-year increase of 7%.NetEase's net revenue from games and related value-added services in the third quarter was 21.8 billion yuan, an increase of 16% year-on-year5%；Sanqi Mutual Entertainment, an A-share game company, achieved operating income of 42 in the third quarter8.2 billion yuan, a year-on-year increase of 1942%；Century Huatong (SZ002602, stock price 5..)02 yuan, market value 3741.2 billion yuan) achieved revenue of 373.7 billion yuan, a year-on-year increase of 3889%
On December 25, for the previously announced "Measures for the Administration of Online Games (Draft for Solicitation of Comments)", Tencent, NetEase, Century Huatong, and Perfect World (SZ002624, stock price 1140 yuan, market value 22.1 billion yuan), CMGE (HK00302, stock price 1HK$19, market capitalization 32HK$800 million) and other major enterprises have expressed their stance that these companies believe that the Measures for the Administration of Online Games (Draft for Solicitation of Comments) has positive significance and will actively participate in feedback.
NetEase told the "Daily Economic News" reporter, "The release of this draft for comments is mainly to make up for the lack of relevant management measures after 2019, and will not have an essential impact on NetEase's business." I believe that the introduction of the new regulations will be more conducive to the protection of consumer rights and interests, and to the continuous progress of game companies."
On December 25, game and media stocks as a whole continued to fall last Friday. At the opening of the day, Sanqi Mutual Entertainment's bidding fell to the limit, and Giant Network, Kaiying Network, and Gigabit opened sharply lower.
As of December 25th**, A**, Sanqi Mutual Entertainment**787%, Century Huatong**29%, Perfect World**492%, Giant Network**1003%, Kaiying Network**996%, Gigabit **372%, Youzu Network**611%。
Although the current performance of game stocks in the capital market is not as expected, at noon on the 25th, the chairman of a number of game companies proposed to buy back.
Sanqi Mutual Entertainment announced that Li Yifei (Li Weiwei), the company's actual controller and chairman, proposed to repurchase 100 million yuan and 200 million yuan of shares, and the repurchase funds were self-raised by the company. Giant Network also issued an announcement saying that Shi Yuzhu, the company's actual controller and chairman, proposed to repurchase 100 million yuan and 200 million yuan of shares, and the repurchase funds were the company's own funds. Gigabit also announced on the evening of December 25 that Chairman Lu Hongyan proposed to repurchase shares for 50 million yuan and 100 million yuan. Perfect World also announced that the chairman of the company proposed to repurchase shares for 100 million yuan and 200 million yuan, which was intended to be used for equity incentives or employee stock ownership plans.
Regarding the above-mentioned repurchase proposal, Sanqi Mutual Entertainment, Giant Network, Gigabit and Perfect World all stated in the announcement that it is to effectively safeguard the interests of all shareholders of the company, enhance investor confidence, stabilize and enhance the company's value.
National Business Daily.