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《大行報告》瑞銀:內地恢復進口遊戲審批 騰訊(00700.HK)成最大贏家
瑞銀發表研究報告指,國家新聞出版署昨日(28日)公布新一批國產網絡遊戲審批結果,當中恢復了對進口遊戲許可審批,是自2021年6月以來的首批進口遊戲許可證,因此將今次視為內地遊戲行業自去年下半年至今年上半年低谷復甦的另一重要標誌。 該行指,在當局暫停版號審批之前,進口遊戲版號通常是每三至四個月發放一次,而今次獲批的遊戲中,質量較前幾批明顯提升,當中不乏頂級IP,亦未看到任何跡象表明遊戲類型有嚴格監管,包括備受關注的第一人稱射擊(FPS)遊戲亦獲批,料可消除市場擔憂。 瑞銀指出,騰訊(00700.HK)及網易-S(09999.HK)連續取得版號,表明監管環境有所改善,認為騰訊是今次進口遊戲獲批的最大贏家,共有3款進口遊戲獲批,均是質量最高的產品,認為可為騰訊未來帶來增長動力。 該行又指,受大眾期待的遊戲例如嗶哩嗶哩-W(09626.HK)的《賽馬娘》未有獲批,但仍認為今次是行業向前邁出的一大步,憧憬未來有更多進口遊戲在不久的將來獲批。
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