Is the dawn coming? Gaming stocks moved sharply higher

Mondo Culture Updated on 2024-02-01

Haiwen News On January 11th, game stocks rose sharply, as of **, Youzu Network's daily limit, Shengtian Network, Zitian Technology, Kaiying Network, Tianyu Digital, Shenzhou Taiyue, etc., followed up, and it has not been more than a month since the sharp fall of mobile games on December 22, 2023.

On the message side,The number of domestic game versions exceeded 100 for the first time。The National Press and Publication Administration announced the list of domestic online game editions in December 2023, and a total of 105 games have received edition numbers, including "Touhou: Plain Solitary Hung", "Taris World", "Ring of Fire", "Echo of Vision", "Assassin's Creed: Heroes", etc. Compared with 87 models in November, an increase of 2069%, the increase in numbers may have strengthened market confidence.

The leading companies have overseas layouts, and the domestic operation strategy is efficient。According to the "2023 China Game Industry Report", the data shows that the actual sales revenue of China's self-developed games in the domestic market is 25637.5 billion yuan, a year-on-year increase of 1529%, and the self-developed overseas sales revenue was 1636.6 billion US dollars, with a scale of more than 100 billion yuan for four consecutive years.

In the third quarter of 2023, Tencent disclosed when it announced its financial report that its game revenue in the international market was 13.3 billion yuan, a year-on-year increase of 14%, and the proportion has increased to 29%. And its international game revenue has achieved double-digit growth for the third consecutive quarter, and their international market revenue growth in the third quarter far outpaced the company's overall revenue growth and the revenue growth rate of the domestic market.

In 2023, NetEase Games will also go overseas intensively: on January 6, it will invest in Skybox Labs studio in Canada; In February, SPLICED Studio was established; In April, Anchor Point Studios was founded in Barcelona; In May, he established Bad Brain Game Studios in Canada, and at the end of May, he established Pincool Studio in Japan with Ryutaro Ichimura, a well-known game producer. In addition to investment and joint establishment of overseas studios, the promotion of localized products overseas is also reflected in the financial report.

Non-head manufacturers are not to be left behind, or cause a catfish effect。For example, the Youzu Network, which led the rise this time, adhered to the strategic route of "Global Card +", launched a self-developed card game represented by "Youth" IP, and formed a series of IP product matrix composed of "Youth Three Kingdoms" and "Youth Journey to the West", ** There are products such as "Serre Light" and "Saint Seiya Awakening: Knights of the Zodiac". As one of the earliest game manufacturers in China to go overseas, the company has established cooperation with more than 1,000 global partners, with a distribution scope in more than 200 countries and regions in Asia, Europe, America, the Middle East and South America, and a total of nearly 1 billion users worldwide.

The rise of the game sector may boost market confidence, and a full resurrection may be just around the corner.

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