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《大行报告》中金:心动公司(02400.HK)内容供给丰富助TapTap用户增 自研能力续强化
阿思达克 09-18 11:55
中金发表报告表示,近期对心动公司(02400.HK)进行调研,与公司高管就TapTap平台经营状况及新游研发进度等进行了交流,指公司内容供给丰富助TapTap用户规模增长,自研能力续强化,维持对心动公司「跑赢行业」评级及目标价42.3元,相当明年预测市盈率27倍,有12.2%上行空间。

该行指,心动公司旗下《原神》叠加多款独占产品陆续上线,内容供给丰富望助TapTap用户规模增长。公司表示,米哈游研发的《原神》PC版已於9月15日开启不删档技术性开放测试,并仅在在官网及TapTap提供下载;包括移动版在内的多平台公测将於9月28日在官网、 TapTap及B站开放。作为备受市场关注的大作,《原神》移动版在TapTap评分7.1分,预约人数超310万人;官网、B站及海外预约人数超1,420万人。

除在TapTap预约下载交流外,玩家还可使用TapTap账号登陆《原神》。此外,公司计划今年第四季陆续上线多款独店游戏,包括《人类跌落梦境》(598万人预约)、《泰拉瑞亚》(36万人预约)等。今年上半年期间TapTap App平均月活用户数已达2,480万人,按年增长51.9%;该行判断《原神》及其他多款独占产品的上线将帮助 TapTap 实现用户规模和用户活跃度的逐季提升,预计2020年TapTap App平均 MAU 有望达到2,775万人,按年增长55%。

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