招商证券料腾讯(00700.HK)下月推《使命召唤》或成「爆款」手游 游戏业务回暖
招商证券国际发表报告表示,腾讯(00700.HK)与动视宣布,《使命召唤》手游将於10月1日正式在全球多地区的iOS和安卓渠道上线。作为一款全新的第一人称射击(FPS)手游,本作独立於经典的《使命召唤》系列,但依然融入了许多老玩家熟悉的游戏元素。本作的中国区版本於今年5月6日正式开放预约,截止9月20日,已经快速积累了超过1,600万的预约用户,广受粉丝期待。
但是,这款由腾讯研发的大作暂时还未获得国家新闻出版广电总局发放的版号,因此,中国玩家还无法於10月1日同步体验游戏。
招商证券国际表示,如果《使命召唤》手游能够大获成功,将成为腾讯海外扩张进程中一块新的里程碑。作为中国手游领域绝对龙头,腾讯一直希望加大与海外知名游戏开发商的合作,以进一步拓展其海外游戏版图。通过将自身顶尖的手游研发能力和海外合作伙伴的优质IP相结合,腾讯具备逐一占据各手游垂直赛道,并最终称霸全球手游市场的潜力。
该行指,若凭借《使命召唤》手游、和平精英两款爆款作品,腾讯已经统治了「吃鸡」品类。如果《使命召唤》手游能成为「爆款」,腾讯的战略版图上将进一步纳入传统的FPS游戏。此外,腾讯也有望通过英雄联盟手游在MOBA品类称王,并借由与宝可梦公司共同研发的新游戏,在基於AR+LBS的游戏赛道上展现出强大的竞争力。展望今年下半年,该行认为腾讯的游戏业务会进一步回暖,受益於《和平精英》的完整贡献和递延收益的确认;第二是新游戏如《跑跑卡丁车》、《权力的游戏》和《龙族幻想》所带来的增量贡献;第三是正面的季节性影响。该行维持腾讯「买入」评级,目标价为392港元。
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