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星展香港料今年內地手遊ARPU升至400元人幣 騰訊(00700.HK)企穩龍頭地位
阿思達克 04-15 12:16
星展銀行香港及內地互聯網行業分析師劉雅萍指,去年疫情令手遊業務快速增長,內地手機遊戲佔整體市場佔比已提升至70%,每用戶平均收入(ARPU)表現亦出現變化,發行商推出更多知識產權(IP)項目,令玩家投入度提升,帶動遊戲生命週期由6至12個月延長至18個月以上,「課金」意欲亦提高。

她指出,中國ARPU水平目前是繼美國市場後全球第二高,預期2021年整體ARPU可按年增長約25%增長至逾400元人民幣。

騰訊(00700.HK)在旗下《王者榮耀》強勁表現支持下,去年佔內地網上遊戲市場份額約52%。她指出,除《王者榮耀》、《PUBG Mobile》及《和平精英》等,騰訊的熱門IP《天涯明月刀》去年亦頗受歡迎,未來更有《英雄聯盟》手遊及《地下城與勇士》等產品將推出,預期騰訊將維持其龍頭地位。她續指,網易(09999.HK)研發能力強勁,預期可維持現有約16%市場份額,維持於中國市場排名第二。

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