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星展香港料今年内地手游ARPU升至400元人币 腾讯(00700.HK)企稳龙头地位
阿思达克 04-15 12:16
星展银行香港及内地互联网行业分析师刘雅萍指,去年疫情令手游业务快速增长,内地手机游戏占整体市场占比已提升至70%,每用户平均收入(ARPU)表现亦出现变化,发行商推出更多知识产权(IP)项目,令玩家投入度提升,带动游戏生命周期由6至12个月延长至18个月以上,「课金」意欲亦提高。

她指出,中国ARPU水平目前是继美国市场後全球第二高,预期2021年整体ARPU可按年增长约25%增长至逾400元人民币。

腾讯(00700.HK)在旗下《王者荣耀》强劲表现支持下,去年占内地网上游戏市场份额约52%。她指出,除《王者荣耀》、《PUBG Mobile》及《和平精英》等,腾讯的热门IP《天涯明月刀》去年亦颇受欢迎,未来更有《英雄联盟》手游及《地下城与勇士》等产品将推出,预期腾讯将维持其龙头地位。她续指,网易(09999.HK)研发能力强劲,预期可维持现有约16%市场份额,维持於中国市场排名第二。

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