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中手遊(0302.HK)半日漲5.8%,《新射鵰》、《鎮魂街》等新品表現亮眼
格隆匯 06-17 12:46

6月17日,中手遊(0302.HK)截至午盤收市漲5.8%,報3.65港元,最高報3.70港元。成交3119.2萬股,涉資1.13億港元,最新市值101億港元,成交額與市值均創近日新高。

市場消息方面,中手遊海外業務近期有所斬獲,旗下《新射鵰羣俠傳之鐵血丹心》手遊於昨日在新加坡及馬來西亞正式公測,並登上新加坡、馬來西亞iOS免費榜榜首。該作已於大陸及港澳台地區上線,並曾登蘋果多個榜單榜首。此外,中手遊計劃中新品,由知名國漫IP《鎮魂街》正版授權的手遊《鎮魂街:天生為王》近期首測表現良好,產品次日留存超過60%,七日留存保持在35%以上。截至目前,該作在TapTap上仍保持着8.9的高分評價,可見玩家對於遊戲品質的認可與喜愛。

目前公司已經公佈即將亮相的產品還有:《全明星激鬥》、《真三國無雙 霸》、《仙劍奇俠傳之揮劍問情》、《亮劍:我的獨立團》等等,其中《全明星激鬥》和《真·三國無雙霸》在TapTap上評分分別為8.1和8.6,均具備爆款潛力,而《仙劍奇俠傳之揮劍問情》則是由去年上線後大獲成功的《新射鵰》團隊再度打造的基於“仙劍”IP的又一力作。也就是説,多款優質產品將為公司業績帶來較高確定性。

正迎來優質產品上線集中爆發期的中手遊近期股價表現強勢,市場反饋信號較積極,多家機構認為中手遊估值回升幅度可觀。中泰證券引用彭博一致預期數據指出,預計中手遊2021年PE倍數為5.3倍,低於港股純遊戲公司平均水平的8.6倍,其進一步指出,公司擁有豐富的遊戲儲備,尤其是與強大流量平台合作的潛在爆款有望於年內上線,或將為公司帶來大幅收入增長,刺激估值提升,建議關注。

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