遊戲板塊估值修復現搶籌行情,中手遊(0302.HK)半天上漲4.87%
格隆匯9月1日丨港股遊戲板塊早盤集體走高,截至半日收盤中手遊漲4.87%,報3.66港元,半日成交4488萬港元,相比昨日放大。其他港A股遊戲公司均有不同程度上漲,顯示遊戲板塊市場開始走出監管困境。
技術面上,中手遊也是為數不多股價仍處於年線價格上的上市遊戲公司。中手遊近期獲小摩、法巴等大行予買入評級,一致性預期目標價均在7港元左右,仍有較大漲幅空間。
其於8月23日公佈半年報,上半年實現營業總收入21.8億元,同比增長27.2%;歸母淨利潤為3.93億元,同比增長36.8%;中手遊自主研發業務收入5.67億元,同比增長156.8%;海外地區業務收入2.197億元,同比增長6250.4%。毛利率由同期31.0% 增加至38.5%。
日前,國家新聞出版署下發《關於進一步嚴格管理切實防止未成年人沉迷網絡遊戲的通知》,遊戲行業公司均已表態將嚴格執行新規。市場預計短期內監管政策將不會出現較大幅度調整,且從騰訊、盛趣、中手遊等企業披露未成年人營收佔比數據來看,未成年人流水貢獻極低基本為行業常態,加強防沉迷限制後預計對遊戲公司流水影響較小。財報顯示,2021 年上半年,未成年玩家對中手遊國內遊戲收入的佔比約為 0.026%。
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