華泰金融料騰訊(00700.HK)下半年手遊收入增速加快至逾28% 旗艦遊戲受好評
華泰金融控股發表報告表示,內地暑假期間遊戲收入增長勢頭良好。據該行遊戲行業追蹤顯示,在8月總收入排名前五的手遊中,騰訊(00700.HK)佔據了4個席位,其新推出遊戲以及旗艦遊戲均錄得穩健表現,特別是《王者榮耀》、《和平精英》、《跑跑卡丁車》以及《龍族幻想》。進入今年下半年,復蘇勢頭逐漸加強。該行預測騰訊旗下手遊收入於今年下半年將按年加速增長至28.8%(對比上半年為按年增長12.4%),料網易手遊於今年下半年收入按年增長14.5%(上半年為按年增長21.7%)。
該行指,騰訊主要遊戲錄得穩健表現,騰訊的新遊戲《跑跑卡丁車》和《龍族幻想》,以及旗艦遊戲《王者榮耀》和《和平精英》在暑期均受到玩家好評。據Sensor Tower數據顯示,截至8月底,騰訊《絕地求生》手遊以及《和平精英》的累計收入(剔除來自中國大陸安卓系統的收入)已經超過了10億美元。
8月《絕地求生》手遊收入按年增長152%至6,300萬美元,《和平精英》中國iOS平台收入達9,700萬美元。受騰訊收入遞延政策影響,《和平精英》於今年第二季貢獻收入有限,但該行認為其今年下半年收入貢獻將有所增長。
華泰金融認為,騰訊將整合其網絡遊戲市場份額,新遊戲表現將更加符合玩家口味。網易現有熱門游戲表現也處於正軌,而其新遊戲尚待通過版號審批。該行維持對騰訊的「買入」評級和對網易的「持有」評級。
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