華泰金融料內地手遊本季收入增速顯著放慢 行業中喜愛騰訊(00700.HK)
網易-S(09999.HK)今早(20日)股價受壓,盤中曾低見144.4元一度跌5.9%。華泰金融控股發表報告表示,據研究機構伽馬數據(CNG)料內地網遊市場今年收入按年升6.4%至2,965億人民幣(對比2020年按年升20.7%),增速放慢因基數較高及今年下半年停批新遊戲許可,及受到針對未成年人士防沉迷等措施所影響。伽馬數據估計內地移動遊戲今年收入增長放慢至7.6%至2,255億人民幣(對比2020年按年升32.6%),該行料內地本土網遊行業至2022年上半年會持續受到影響,而新網遊延遲推出亦會影響明年上半年行業營運表現。
該行指在業中喜愛騰訊(00700.HK),因其現存項目鞏固及在海外具擴展能力,並估計遊戲有望可於明年下半年獲批及推新遊戲,可支持公司明年網遊業務收入增長。
華泰金融料內地手遊收入於今年第四季增速會明顯放慢,估計按年僅升2.2%至554億人民幣(對比2021年第三季按年升9.1%;今年第二季按年升13.3%),料手遊收入於明年上半年維持低單位數字增長。該行予騰訊目標價608元,評級「買入」。
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