南向資金連續13個交易日增持中手遊(0302.HK),政策面元宇宙、數字藏品產業熱度上升
7月19日,南向資金增持中手遊(0302.HK)92.2萬股。截至19日收盤,港股通共持有中手遊2.9億股,佔流通股10.8%。港股通6月30日~7月19日連續13個交易日合計淨增持中手遊1831萬股,持股比例自10.24%提升至10.8%。港股通呈現出明顯持續加碼中手遊趨勢。
市場消息方面,上海市人民政府辦公廳8日發佈關於印發促進綠色低碳產業發展、培育“元宇宙”新賽道、促進智能終端產業高質量發展等行動方案的通知。到2025年,“元宇宙”相關產業規模達到3500億元,帶動全市軟件和信息服務業規模超過15000億元、電子信息製造業規模突破5500億元。同時,《上海市數字經濟發展“十四五”規劃》提出,支持探索NFT交易平台建設,研究推動NFT等資產數字化、數字IP全球化流通、數字確權保護等相關業態在上海先行先試。有業內人士表示,數字藏品與傳統文化相關內容結合以推廣傳統文化將成為行業發展的新趨勢。隨着政策層面支持弘揚傳統文化的主線明晰,將利好數字藏品賽道。
中手遊則於元宇宙、數字藏品賽道均有實質性佈局,相關動態值得關注。其傾力打造的仙劍元宇宙遊戲《仙劍奇俠傳:世界》,產品研發團隊滿天星工作室位於上海,至今已研發兩年有餘,官方預計今年下半年發佈首支遊戲PV並展開首次測試。此外,中手遊旗下數字藝術品版權分發平台有魚藝術已於6月13日上線,董事長兼CEO肖健曾透露,其平台上線首日用户量已超58萬,雖今年公司的主要收入來源仍是遊戲業務,但有魚藝術未來有望為中手遊帶來利潤、淨利率上的積極影響。
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