港股異動 | 心動公司漲超18%,遊戲渠道合作有望迎來變革
uSMART盈立智投1月4日消息,週一港股早盤,心動公司漲勢如虹,截至10:31分,盤中漲超18%,最高觸及55.45港元,股價創歷史新高。
心動公司現在主要兩大塊業務,一個是遊戲研發發行,還有一個是TapTap遊戲社區信息服務。
新時代證券發表研報稱,2020年1月1日凌晨,華爲遊戲中心社區發佈公告,因騰訊遊戲單方面就雙方合作做出重大變更,將騰訊遊戲從華爲平臺下架。隨後騰訊遊戲迴應:因華爲手機遊戲平臺與騰訊的《手機遊戲推廣項目協議》未能如期續約,導致騰訊遊戲的相關產品被突然下架。當晚雙方達成和解,華爲商城重新上架騰訊相關遊戲。
研報稱,2020年遊戲內容方與渠道方矛盾日益凸顯,重要事件包括EpicGames挑戰蘋果30%抽成,《原神》、《萬國覺醒》缺席華爲、小米渠道等。未來隨着遊戲精品化趨勢持續,遊戲內容重要性逐漸超過遊戲渠道,分成比例等相關合作有望迎來變革,持續看好遊戲板塊的成長性和確定性,受益標的包括:三七互娛、吉比特、完美世界、掌趣科技;海外騰訊、網易、心動等。
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