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東吳證券:予中手遊(0302.HK)“買入”評級 目標價4.3港元
格隆匯 09-29 15:10

東吳證券發表報告表示,中手遊(0302.HK)下半年有多個具有爆款潛力的產品發佈,業績增速較有保證,長期看公司擁有豐富的IP儲備及強大的發行能力,該行維持其“買入”評級,目標價4.3港元。

報告指,公司於8月20日上線新手遊《新射鵰羣俠傳》,在上線近一個月後一直穩定在iOS卡牌遊戲免費榜前10名,運營數據表現良好。同時,公司將於年內自主發行的《鬥羅大陸:鬥神再臨》手遊的原IP動畫播放量已破百億次,粉絲基數龐大,有望成為人氣產品。

此外,下半年由騰訊(0700.HK)、今日頭條保底發行的幾款重磅遊戲亦為業績保駕護航。全新正版航海王3D動作手遊《航海王熱血航線》及3D策略卡牌手遊《全明星激鬥》由字節跳動獨家代理髮行。而由騰訊獨家代理髮行的《妖怪名單》、《真.三國無雙霸》均有望於下半年上線。

報告又指,根據易觀智庫,截至2019年中期,中手遊擁有中國最大的IP儲備,可用於開發IP遊戲(包括31項授權IP以及68項自有IP)。在中國所有獨立手遊發行商中按累計基準計算,中手遊自發行IP遊戲產生的收益最高、發行IP遊戲數量最多。

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