網絡遊戲板塊異動拉昇 中青寶(300052.SZ)漲停 將推出元宇宙遊戲打破次元壁
格隆匯9月7日丨網絡遊戲板塊異動拉昇,超跌遊戲股持續回血,中青寶拉昇漲停,寶通科技大漲超13%,電魂網絡漲超6%,盛天網絡、迅遊科技、完美世界等跟漲。

據中青寶官方微信號消息,公司將推出虛擬與現實夢幻聯動模擬經營類的元宇宙遊戲《釀酒大師》,這是一次打破次元壁的嘗試,遊戲與真實邊界開始走向消融。中青寶通過融合旗下自有的互聯網科技產品入場元宇宙賽道,以通信雲計算技術提供支持;遊戲搭建元宇宙主要場景;VR進行視覺呈現;藉助自身的區塊鏈技術構建經濟體系,實現價值的傳遞,這四者緊密交叉,共同構建了元宇宙。
中原證券表示,近期國家對於未成年人遊戲時間的控制進一步收緊,未成年人僅能在週五週六週日及法定節假日的20點-21點之間才能進入遊戲。目前國內主流遊戲公司的未成年人用户佔比和流水佔比都比較低,未成年羣體的缺失對公司影響預計比較小,嚴格監管規定的落地將引導社會輿論關注重點離開遊戲領域,投資者對於監管不確定的擔憂也會逐漸消失。
目前來看經歷了業績增長壓力、監管帶來的不確定性等因素影響後,遊戲板塊整體的估值較低,目前遊戲板塊正處於估值和業績增長的雙重底部,預計隨着上半年頭部遊戲公司投入的銷售費用自Q3開始逐漸進入到收回週期,遊戲產品ROI回升,有望迎來業績的再次復甦增長。
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