Financial Associated Press, July 13 (Editor Hu Jiarong) The National Press and Publication Administration announced on the 12th the approval information for domestic online games in July 2022, which involved a number of Hong Kong A-share listed companies, such as Zhongqingbao (300052.SZ)'s "Tomorrow's Concubine", "Three Kingdoms: Soldiers in the City" by Celadon Games (06633.HK), "Shadow Torch City" by Bilibili (09626.HK), "Eternal Reincarnation: Infinite, etc.
Note: Approval information for domestic online games in July 2022
The news caused game stocks to rise slightly. Feiyu Technology (01022.HK) rose 4.65%, Chuangmengtiandi rose 2.39%, Bilibili rose 1.65%, and China Mobile Games Zhang 1.91%
Game industry insiders told the Financial Associated Press that judging from the frequency of version number distribution this year, the distribution of game version numbers will become "normalized", and the frequency is likely to be once a month.In addition, the "normalization" of game version number distribution will benefit small and medium-sized game companies.
Sinolink Securities pointed out that the issuance of the version number has restarted again, which may reflect the gradual stabilization of relevant regulatory measures.The restart of the version number may reflect the effective advancement of the protection measures for minors and the continuous standardization of the approval process, and the relevant management measures are expected to gradually stabilize in the future.High-quality game companies represented by Tencent are still at relatively low valuations.
Caixin Securities pointed out that the issuance of game version numbers has returned to normal, and it continues to be optimistic about the development potential of the game sector.In the short and medium term, the successive listing of new products will help the company continue to contribute to the company's performance growth; in the long run, the trend of high-quality products and going overseas may further open up the growth space of the industry.
The game version number has been issued several times, why the game giant has no chance
Since the approval of the game version number was restarted on April 11, top game manufacturers such as NetEase and Tencent have not yet been listed on the version number distribution list.Industry insiders pointed out that in the context of anti-monopoly, giving priority to mid-waist companies will play a positive role in promoting healthy competition in the game industry.
Although the game version numbers of game giants such as NetEase and Tencent have not been issued, it does not affect the continued revenue of these companies overseas. According to the Sensor Tower store intelligence platform, the revenue of Chinese mobile game publishers in the global App Store and Google Play in June 2022 ranking.In this issue, a total of 38 Chinese manufacturers are shortlisted in the TOP100 global mobile game publisher revenue list, with a total revenue of more than 2 billion US dollars, accounting for nearly 40% of the global TOP100 mobile game publisher revenue.
CICC pointed out that after the release of the 2018 version number, leading manufacturers will also pay more attention to the game going out to sea. Referring to the 3-4 year R&D cycle of game development, it is expected that the game going out to sea in 2022 will be one of the important points of interest.
