A股異動丨遊戲股逆勢走強 政策底明確 明年有望釋放業績增量
格隆匯12月23日丨天舟文化漲超9%,迅遊科技和博瑞傳播漲逾5%,三七互娛漲約3%。近日,國家發改委發佈《“十四五”擴大內需戰略實施方案》,《方案》鼓勵“深入發展在線文娛,鼓勵傳統線下文化娛樂業態線上化,支持打造數字精品內容和新興數字資源傳播平台”。浙商證券認為,該政策利好傳媒行業在線文娛的代表行業——遊戲行業。梳理2022年政策監管的口徑,值得注意的是,2022年4月遊戲版號重啟;11月官方報吿未成年沉迷問題基本解決;11月人民財評官方媒體表示深挖遊戲產業價值機不可失;此次《方案》鼓勵深入發展在線文娛、支持打造數字精品內容,我們認為行業政策監管的基本築底,未來遊戲行業有望開啟政策底的反彈行情。天風證券指出,國家出版署自2022年4月起陸續下發6次遊戲版號,發放數量逐漸增加至穩定,騰訊和網易於今年9月首次拿到遊戲版號,版號發放範圍逐步從中小公司擴展至頭部公司,遊戲版號發放逐漸常態化。預計2023年遊戲供給恢復平穩有望助力遊戲公司釋放業績增量。

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